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Leschew

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- LeschewLeschew
  ·2023-04-12
  Cr
  NIO: Looking For A Breakout
  SummaryNIO Inc. reported mixed March monthly vehicle deliveries of 10,378.The Chinese electric vehic
  NIO: Looking For A Breakout
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- LeschewLeschew
  ·2022-09-08
  $ZIM Integrated Shipping Services Ltd.(ZIM)$When will it rebound?
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- LeschewLeschew
  ·2022-08-01
  $Nu Holdings Ltd.(NU)$[Speechless]
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- LeschewLeschew
  ·2022-06-12
  $Nu Holdings Ltd.(NU)$hold for the future.
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- LeschewLeschew
  ·2022-06-10
  $MOYA HOLDINGS ASIA LIMITED(5WE.SI)$trash
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- LeschewLeschew
  ·2022-06-04
  Agree
  Micron Controls 55% Of Automotive Semiconductor Memory Market
  Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as inves
  Micron Controls 55% Of Automotive Semiconductor Memory Market
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- LeschewLeschew
  ·2022-06-04
  Rubbish
  Micron Gets Rare "Underweight" Rating as PC Demand Slows
  Micron Technology's stock received a rare "underweight" rating from a brokerage due to the memory-ch
  Micron Gets Rare "Underweight" Rating as PC Demand Slows
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- LeschewLeschew
  ·2022-05-29
  $Nu Holdings Ltd.(NU)$[Cool]
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- LeschewLeschew
  ·2022-05-25
  $Nu Holdings Ltd.(NU)$[Facepalm]
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- LeschewLeschew
  ·2022-05-20
  $Micron Technology(MU)$[Sad]
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09:49","market":"us","language":"en","title":"NIO: Looking For A Breakout","url":"https://stock-news.laohu8.com/highlight/detail?id=1178755094","media":"Seekingalpha","summary":"SummaryNIO Inc. reported mixed March monthly vehicle deliveries of 10,378.The Chinese electric vehic","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>NIO Inc. reported mixed March monthly vehicle deliveries of 10,378.</p></li><li><p>The Chinese electric vehicle company still forecasts vehicle deliveries reaching a goal of 250K this year, which appears aggressive after only 31K in Q1.</p></li><li><p>NIO stock is cheap at 1x EV/S multiples, with major multiple expansion possible on hitting breakout EV delivery targets for the year.</p></li></ul><p>The Chinese electric vehicle (&#34;EV&#34;) space continues to struggle to rebound from covid restrictions and the lack of subsidies that caused a rush to purchase vehicles at the end of 2022.<strong> </strong><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> has fallen flat to start 2023, with sales growth not matching internal targets, though the EV company is making progress. My investment thesis remains ultra-Bullish on the breakout potential in the sector, though NIO continues to struggle to grow beyond prior sales peaks.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ede1b1584b505386e2d3faf12ac92e2e\" alt=\"Source: Finviz\" title=\"Source: Finviz\" tg-width=\"991\" tg-height=\"422\"/><span>Source: Finviz</span></p><p></p><h2 style=\"text-align: left;\">March Struggle</h2><p style=\"text-align: left;\">After NIO reported strong deliveries in February, the Chinese EV company was back to reporting weak numbers in March. The company reported 10,378 vehicle deliveries during March, down from the 12,157 deliveries in February.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56debe2184af2c98bb1b670ed41c2334\" alt=\"Source: CnEVPost\" title=\"Source: CnEVPost\" tg-width=\"640\" tg-height=\"383\"/><span>Source: CnEVPost</span></p><p></p><p style=\"text-align: left;\">In total, NIO delivered 31,041 vehicles in Q1&#39;23. The amount was up from last Q1, but the Chinese EV company is still struggling to consistently deliver vehicles in excess of 10K monthly after originally topping this delivery level back in September 2021.</p><p style=\"text-align: left;\">NIO continues to have wildly volatile monthly delivery numbers, but the quarterly amounts show a much more consistent growth pattern. The Q1 2023 numbers were the highest Q1 numbers in corporate history, topping the 25,768 vehicles delivered back in 2022.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d20bd7dc25bfaef721e36563f5b83c6\" alt=\"Source: CnEVPost\" title=\"Source: CnEVPost\" tg-width=\"640\" tg-height=\"389\"/><span>Source: CnEVPost</span></p><p></p><p style=\"text-align: left;\">As the above chart shows, quarterly sales tend to trend higher throughout the year with the highest vehicle deliveries in the last quarter of the year. NIO could definitely be on a record delivery schedule, if the momentum from Q1 continues in the current quarter, but the last couple of years have seen sequentially flat numbers before a 2H sales bump.</p><p style=\"text-align: left;\">NIO continues to aggressively roll out the battery charging plans, including 1,339 battery swap stations and 1,285 charging stations now. Of course, for these numbers to matter, the company has to show more consistent growth in actual EV sales.</p><h2 style=\"text-align: left;\">Breakout Potential</h2><p style=\"text-align: left;\">When reporting Q4 2022 results, the CEO forecast the company doubling EV sales this year to 250,000 vehicles. CEO William Li made the following statement on the earnings call:</p><blockquote>In a nutshell, our target is still to double the volume in this year, and our teams are quite confident to achieve this target. When it comes to the profitability, this is closely bundled together with the gross margin. So if the raw material cost reduction can be of expectations, like I explained before then for the fourth quarter, we believe this probably can still achieve the target that we said before.</blockquote><p style=\"text-align: left;\">As Q1&#39;23 deliveries only grew around 20% over Q1&#39;22 levels, the CFO went on <em>Bloomberg Television</em> and confirmed the goal of hitting these aggressive targets with the following statement:</p><blockquote>We are very confident to achieve our sales target in 2023. The company hopes to achieve the target with new models, expanding its charging and battery-swapping network, and unlocking autonomous driving technologies.</blockquote><p style=\"text-align: left;\">In our opinion, the company isn&#39;t doing shareholders any favor setting up the market with goals that are too aggressive. Analysts forecast sales growing 74% to $12.5 billion, and the CEO latter suggested some investments would reduce the ability to report full profitability for the year.</p><p style=\"text-align: left;\">Either number would be impressive, but the market won&#39;t necessarily be happy with NIO hitting a target far below the levels set by the executives. After all, NIO has to hit the following quarterly vehicle delivery targets to just double sales this year:</p><ul><li><p>Q2&#39;23 - 50.1K</p></li><li><p>Q3&#39;23 - 63.2K</p></li><li><p>Q4&#39;23 - 80.1K.</p></li></ul><p style=\"text-align: left;\">Remember, NIO has to produce these quarterly vehicle delivery targets to double the 2022 levels. The Chinese EV company still has to produce an additional 20,495 vehicles to double the Q1 production levels after not coming anywhere close to doubling sales in the March quarter.</p><p style=\"text-align: left;\">Ultimately, the market will reward massive progress towards growth by starting to produce over 15K to 20K in monthly deliveries, leading to a quarterly delivery level topping 50K. NIO won&#39;t need perfection to generate upside to the stock from levels around just $9.</p><p style=\"text-align: left;\">Where the stock becomes incredibly appealing is when profits arrive and NIO still has a large cash balance. The market cap is only $15 billion now, and a large cash balance exceeding $6 billion would suddenly become a major asset not included in prior analysis with the way the Chinese EV company was burning cash.</p><p style=\"text-align: left;\">Our base case isn&#39;t for NIO to ever obtain the rich valuation premium of <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc. </a>, but a Chinese company with faster growth would warrant more consideration going forward. Remember, the stock only trades at a forward EV/S target for 2023 of 1x, but the number is similar to <a href=\"https://laohu8.com/S/XPEV\">XPeng </a>.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5c540bb1c2688ce7ad6308acbfc7f91\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"483\"/><span>Data by YCharts</span></p><p></p><p style=\"text-align: left;\">The market isn&#39;t convinced NIO can produce the stated growth targets despite the promising technology surrounding the EVs around battery swap and self-driving technology.</p><p style=\"text-align: left;\">At NIO Day 2022 held on December 24, 2022, the company launched the EC7 as well as the new ES8. These vehicles have deliveries to begin in May and June 2023, respectively. A big question market is what happens to demand in April and May heading into these launches and whether NIO can sustain increasing sales without having to constantly launch new models to fend off competition.</p><h2 style=\"text-align: left;\">Takeaway</h2><p style=\"text-align: left;\">The key investor takeaway is that NIO Inc. continues to make slow progress while the stock has significant upside potential from hitting aggressive targets. The company forecasts being breakeven by year-end for the NIO brand. Under these scenarios, the stock has the upside potential for major multiple expansion considering where Tesla trades with a forecast for 25% growth, while NIO Inc. could exceed those growth rates by several multiples.</p><p style=\"text-align: left;\">Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Looking For A Breakout</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\">\nNIO: Looking For A Breakout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4593512-nio-looking-for-a-breakout><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO Inc. reported mixed March monthly vehicle deliveries of 10,378.The Chinese electric vehicle company still forecasts vehicle deliveries reaching a goal of 250K this year, which appears ...</p>\n\n<a href=\"https://seekingalpha.com/article/4593512-nio-looking-for-a-breakout\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4593512-nio-looking-for-a-breakout","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1178755094","content_text":"SummaryNIO Inc. reported mixed March monthly vehicle deliveries of 10,378.The Chinese electric vehicle company still forecasts vehicle deliveries reaching a goal of 250K this year, which appears aggressive after only 31K in Q1.NIO stock is cheap at 1x EV/S multiples, with major multiple expansion possible on hitting breakout EV delivery targets for the year.The Chinese electric vehicle (\"EV\") space continues to struggle to rebound from covid restrictions and the lack of subsidies that caused a rush to purchase vehicles at the end of 2022. NIO Inc. has fallen flat to start 2023, with sales growth not matching internal targets, though the EV company is making progress. My investment thesis remains ultra-Bullish on the breakout potential in the sector, though NIO continues to struggle to grow beyond prior sales peaks.Source: FinvizMarch StruggleAfter NIO reported strong deliveries in February, the Chinese EV company was back to reporting weak numbers in March. The company reported 10,378 vehicle deliveries during March, down from the 12,157 deliveries in February.Source: CnEVPostIn total, NIO delivered 31,041 vehicles in Q1'23. The amount was up from last Q1, but the Chinese EV company is still struggling to consistently deliver vehicles in excess of 10K monthly after originally topping this delivery level back in September 2021.NIO continues to have wildly volatile monthly delivery numbers, but the quarterly amounts show a much more consistent growth pattern. The Q1 2023 numbers were the highest Q1 numbers in corporate history, topping the 25,768 vehicles delivered back in 2022.Source: CnEVPostAs the above chart shows, quarterly sales tend to trend higher throughout the year with the highest vehicle deliveries in the last quarter of the year. NIO could definitely be on a record delivery schedule, if the momentum from Q1 continues in the current quarter, but the last couple of years have seen sequentially flat numbers before a 2H sales bump.NIO continues to aggressively roll out the battery charging plans, including 1,339 battery swap stations and 1,285 charging stations now. Of course, for these numbers to matter, the company has to show more consistent growth in actual EV sales.Breakout PotentialWhen reporting Q4 2022 results, the CEO forecast the company doubling EV sales this year to 250,000 vehicles. CEO William Li made the following statement on the earnings call:In a nutshell, our target is still to double the volume in this year, and our teams are quite confident to achieve this target. When it comes to the profitability, this is closely bundled together with the gross margin. So if the raw material cost reduction can be of expectations, like I explained before then for the fourth quarter, we believe this probably can still achieve the target that we said before.As Q1'23 deliveries only grew around 20% over Q1'22 levels, the CFO went on Bloomberg Television and confirmed the goal of hitting these aggressive targets with the following statement:We are very confident to achieve our sales target in 2023. The company hopes to achieve the target with new models, expanding its charging and battery-swapping network, and unlocking autonomous driving technologies.In our opinion, the company isn't doing shareholders any favor setting up the market with goals that are too aggressive. Analysts forecast sales growing 74% to $12.5 billion, and the CEO latter suggested some investments would reduce the ability to report full profitability for the year.Either number would be impressive, but the market won't necessarily be happy with NIO hitting a target far below the levels set by the executives. After all, NIO has to hit the following quarterly vehicle delivery targets to just double sales this year:Q2'23 - 50.1KQ3'23 - 63.2KQ4'23 - 80.1K.Remember, NIO has to produce these quarterly vehicle delivery targets to double the 2022 levels. The Chinese EV company still has to produce an additional 20,495 vehicles to double the Q1 production levels after not coming anywhere close to doubling sales in the March quarter.Ultimately, the market will reward massive progress towards growth by starting to produce over 15K to 20K in monthly deliveries, leading to a quarterly delivery level topping 50K. NIO won't need perfection to generate upside to the stock from levels around just $9.Where the stock becomes incredibly appealing is when profits arrive and NIO still has a large cash balance. The market cap is only $15 billion now, and a large cash balance exceeding $6 billion would suddenly become a major asset not included in prior analysis with the way the Chinese EV company was burning cash.Our base case isn't for NIO to ever obtain the rich valuation premium of Tesla, Inc. , but a Chinese company with faster growth would warrant more consideration going forward. Remember, the stock only trades at a forward EV/S target for 2023 of 1x, but the number is similar to XPeng .Data by YChartsThe market isn't convinced NIO can produce the stated growth targets despite the promising technology surrounding the EVs around battery swap and self-driving technology.At NIO Day 2022 held on December 24, 2022, the company launched the EC7 as well as the new ES8. These vehicles have deliveries to begin in May and June 2023, respectively. A big question market is what happens to demand in April and May heading into these launches and whether NIO can sustain increasing sales without having to constantly launch new models to fend off competition.TakeawayThe key investor takeaway is that NIO Inc. continues to make slow progress while the stock has significant upside potential from hitting aggressive targets. The company forecasts being breakeven by year-end for the NIO brand. Under these scenarios, the stock has the upside potential for major multiple expansion considering where Tesla trades with a forecast for 25% growth, while NIO Inc. could exceed those growth rates by several multiples.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938558741,"gmtCreate":1662640491583,"gmtModify":1676537107155,"author":{"id":"3566898370181586","authorId":"3566898370181586","name":"Leschew","avatar":"https://community-static.tradeup.com/news/d6c3ed463931caf388482125436b6fe5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566898370181586","authorIdStr":"3566898370181586"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a><a href=\"https://ttm.financial/S/ZIM\"></a>When will it rebound?","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a><a href=\"https://ttm.financial/S/ZIM\"></a>When will it rebound?","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$When will it 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Ltd.(NU)$[Speechless]","images":[{"img":"https://community-static.tradeup.com/news/04cd158aaf466310ea04b2c75b3008cc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908099955","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9056267641,"gmtCreate":1655024062783,"gmtModify":1676535550066,"author":{"id":"3566898370181586","authorId":"3566898370181586","name":"Leschew","avatar":"https://community-static.tradeup.com/news/d6c3ed463931caf388482125436b6fe5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566898370181586","authorIdStr":"3566898370181586"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a>hold for the future.","listText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a>hold for the future.","text":"$Nu Holdings Ltd.(NU)$hold for the future.","images":[{"img":"https://community-static.tradeup.com/news/f2abcc30e6d2a34b10adba4ec8788438","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056267641","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058248862,"gmtCreate":1654851687556,"gmtModify":1676535522995,"author":{"id":"3566898370181586","authorId":"3566898370181586","name":"Leschew","avatar":"https://community-static.tradeup.com/news/d6c3ed463931caf388482125436b6fe5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566898370181586","authorIdStr":"3566898370181586"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5WE.SI\">$MOYA HOLDINGS ASIA LIMITED(5WE.SI)$</a>trash&nbsp;","listText":"<a href=\"https://ttm.financial/S/5WE.SI\">$MOYA HOLDINGS ASIA LIMITED(5WE.SI)$</a>trash&nbsp;","text":"$MOYA HOLDINGS ASIA LIMITED(5WE.SI)$trash","images":[{"img":"https://community-static.tradeup.com/news/9ebcbb8e76405cb673d12b3f7f14c723","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058248862","isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9059196938,"gmtCreate":1654308593924,"gmtModify":1676535429251,"author":{"id":"3566898370181586","authorId":"3566898370181586","name":"Leschew","avatar":"https://community-static.tradeup.com/news/d6c3ed463931caf388482125436b6fe5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566898370181586","authorIdStr":"3566898370181586"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059196938","repostId":"2240272383","repostType":2,"repost":{"id":"2240272383","kind":"highlight","pubTimestamp":1654286714,"share":"https://ttm.financial/m/news/2240272383?lang=&edition=fundamental","pubTime":"2022-06-04 04:05","market":"us","language":"en","title":"Micron Controls 55% Of Automotive Semiconductor Memory Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2240272383","media":"seekingalpha","summary":"Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as inves","content":"<html><body><p><figure><picture><img height=\"1057px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Say-Cheese/iStock via Getty Images</p></figcaption></figure></p> <p>Micron Technology (<span>NASDAQ:MU</span>) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to consumer electronics.</p> <p>With Micron in the spotlight, other bellwether semiconductor companies also were negatively<span> impacted. Intel (</span>INTC<span>) was off by 2.6% while Nvidia (</span>NVDA<span>) was down by 4.5%, Qualcomm (</span>QCOM<span>) shares fell by 3.5% and Advanced Micro Devices (</span><a href=\"https://laohu8.com/S/AMD\">AMD</a><span>) dropped 3%.</span></p> <p>According to the Tech Note in Seeking Alpha:</p> <ul><li>Micron is also not as exposed to the automotive market, which Kumar said events like rising rates, a slowing macro and the possibility of excess inventory may be a concern.</li></ul> <ul><li>Kumar pointed out that Micron's exposure of greater than 50% to consumer markets is higher than many other semiconductor companies, and with some weakness in the mobile and PC markets, it's likely there could be \"additional pressure on the company.\"</li></ul> <h2><strong>My Analysis</strong></h2> <p>Perhaps it's in the definitions of the Piper Sandler database used to downgrade Micron. But my analysis shows significantly different metrics, which is shown below in this article.</p> <h4>Automotive Memory</h4> <p>Shown in Chart 1, Micron's share of the total Automotive Memory market of $3,700 million was 55.0% in 2021, up slightly from 53.9% in 2020, according to The Information Network's report entitled \"<strong><em>Hot ICs: A Market Analysis of Artificial Intelligence (\"AI\"), 5G, Automotive, and Memory Chips</em></strong>.\"</p> <p>Chart 1</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542781457127938.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h4>Automotive Semiconductor</h4> <p>Chart 2 shows that Micron's share of the total Automotive Semiconductor Market of $51,600 million was 3.9%, up slightly from 3.4% in 2020.</p> <p>Chart 2</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542781884709053.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p><span><span>The Information Network</span></span></p></figcaption></figure></p> <h4>Consumer Semiconductor</h4> <p>Chart 3 shows Micron's share of the global Consumer Semiconductor market of $46,800 million was 2.5% in 2021, down slightly from 2.8% in 2020.</p> <p>Note that my analysis of the \"Consumer\" segment is based on Industry Consortia \"Semiconductor Industry Association\" definitions.</p> <p>Chart 3</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542782551973054.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h4>Smartphone Semiconductor</h4> <p>Chart 4 shows Micron's share of the global Smartphone Semiconductor market of $88,100 million was 8.2% in 2021, down from 10.3% in 2020.</p> <p>Chart 4</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542783075977776.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h2>Investor Takeaway</h2> <p>The Piper Sandler analysis states that Micron's exposure was greater than 50% of consumer markets. My analysis shows that it is just 2.5% of the $46 billion consumer semiconductor (Chart 3) and 8% of the $88 billion smartphone semiconductor markets (Chart 4). These shares are significantly below the 50% share reported by Piper Sandler.</p> <p>In the Automotive semiconductor market, Piper Sandler reports that Micron is also not as exposed to the automotive market. In my analysis, Micron has a 55% share of the $3.7 billion market (Chart 1), which in my opinion, is significantly more than \"not as exposed.\" Indeed, if we consider the overall Automotive Semiconductor market, Micron does have just a 3.9% share of the $52 billion market.</p> <p>Investors must consider that Micron's automotive share of total revenues is 7% compared to semiconductor manufacturers that specialize in the automotive market, such as NXP Semiconductors (NXPI) with a 47% exposure, or Infineon with a 46% exposure.</p> <p>I rate Micron a buy. My analysis also correlates with Seeking Alpha's Ratings and Factor Grades shown in Chart 5.</p> <p>Chart 5</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" height=\"844\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-1654278544854768.png\" width=\"596\"/></picture><figcaption><p>Seeking Alpha</p></figcaption></figure></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Controls 55% Of Automotive Semiconductor Memory Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Controls 55% Of Automotive Semiconductor Memory Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-04 04:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","NVDA":"英伟达","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","NXPI":"恩智浦","BK4575":"芯片概念","BK4566":"资本集团","INTC":"英特尔","BK4535":"淡马锡持仓","QCOM":"高通","BK4543":"AI","BK4527":"明星科技股","BK4579":"人工智能","AMD":"美国超微公司","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4573":"虚拟现实","MU":"美光科技","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4512":"苹果概念"},"source_url":"https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240272383","content_text":"Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to consumer electronics. With Micron in the spotlight, other bellwether semiconductor companies also were negatively impacted. Intel (INTC) was off by 2.6% while Nvidia (NVDA) was down by 4.5%, Qualcomm (QCOM) shares fell by 3.5% and Advanced Micro Devices (AMD) dropped 3%. According to the Tech Note in Seeking Alpha: Micron is also not as exposed to the automotive market, which Kumar said events like rising rates, a slowing macro and the possibility of excess inventory may be a concern. Kumar pointed out that Micron's exposure of greater than 50% to consumer markets is higher than many other semiconductor companies, and with some weakness in the mobile and PC markets, it's likely there could be \"additional pressure on the company.\" My Analysis Perhaps it's in the definitions of the Piper Sandler database used to downgrade Micron. But my analysis shows significantly different metrics, which is shown below in this article. Automotive Memory Shown in Chart 1, Micron's share of the total Automotive Memory market of $3,700 million was 55.0% in 2021, up slightly from 53.9% in 2020, according to The Information Network's report entitled \"Hot ICs: A Market Analysis of Artificial Intelligence (\"AI\"), 5G, Automotive, and Memory Chips.\" Chart 1 The Information Network Automotive Semiconductor Chart 2 shows that Micron's share of the total Automotive Semiconductor Market of $51,600 million was 3.9%, up slightly from 3.4% in 2020. Chart 2 The Information Network Consumer Semiconductor Chart 3 shows Micron's share of the global Consumer Semiconductor market of $46,800 million was 2.5% in 2021, down slightly from 2.8% in 2020. Note that my analysis of the \"Consumer\" segment is based on Industry Consortia \"Semiconductor Industry Association\" definitions. Chart 3 The Information Network Smartphone Semiconductor Chart 4 shows Micron's share of the global Smartphone Semiconductor market of $88,100 million was 8.2% in 2021, down from 10.3% in 2020. Chart 4 The Information Network Investor Takeaway The Piper Sandler analysis states that Micron's exposure was greater than 50% of consumer markets. My analysis shows that it is just 2.5% of the $46 billion consumer semiconductor (Chart 3) and 8% of the $88 billion smartphone semiconductor markets (Chart 4). These shares are significantly below the 50% share reported by Piper Sandler. In the Automotive semiconductor market, Piper Sandler reports that Micron is also not as exposed to the automotive market. In my analysis, Micron has a 55% share of the $3.7 billion market (Chart 1), which in my opinion, is significantly more than \"not as exposed.\" Indeed, if we consider the overall Automotive Semiconductor market, Micron does have just a 3.9% share of the $52 billion market. Investors must consider that Micron's automotive share of total revenues is 7% compared to semiconductor manufacturers that specialize in the automotive market, such as NXP Semiconductors (NXPI) with a 47% exposure, or Infineon with a 46% exposure. I rate Micron a buy. My analysis also correlates with Seeking Alpha's Ratings and Factor Grades shown in Chart 5. Chart 5 Seeking Alpha","news_type":1},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059936047,"gmtCreate":1654281757789,"gmtModify":1676535424124,"author":{"id":"3566898370181586","authorId":"3566898370181586","name":"Leschew","avatar":"https://community-static.tradeup.com/news/d6c3ed463931caf388482125436b6fe5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566898370181586","authorIdStr":"3566898370181586"},"themes":[],"htmlText":"Rubbish","listText":"Rubbish","text":"Rubbish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059936047","repostId":"2240229855","repostType":4,"repost":{"id":"2240229855","kind":"highlight","pubTimestamp":1654268250,"share":"https://ttm.financial/m/news/2240229855?lang=&edition=fundamental","pubTime":"2022-06-03 22:57","market":"us","language":"en","title":"Micron Gets Rare \"Underweight\" Rating as PC Demand Slows","url":"https://stock-news.laohu8.com/highlight/detail?id=2240229855","media":"StreetInsider","summary":"Micron Technology's stock received a rare \"underweight\" rating from a brokerage due to the memory-ch","content":"<html><head></head><body><p>Micron Technology&#39;s stock received a rare &#34;underweight&#34; rating from a brokerage due to the memory-chip maker&#39;s heavy exposure to mobiles and PCs at a time when rising inflation forces consumers to rein in spending.</p><p>Micron shares were down 7.71% at $69.56 in early trading on Friday.</p><p><img src=\"https://static.tigerbbs.com/06c1ff1d7baabb0b010a2ac8ad6b57e9\" tg-width=\"814\" tg-height=\"813\" width=\"100%\" height=\"auto\"/></p><p>&#34;With the global economy expected to face headwinds, we are concerned about Micron&#39;s more than 50% exposure to consumer-like markets such as PCs, mobile, and other,&#34; Piper Sandler wrote in a note to clients.</p><p>The brokerage also expects the company&#39;s chip business that caters to the auto industry to suffer due to rising rates, a slowing economy, and the possibility of an excess inventory build.</p><p>Piper Sandler added that the Dynamic Random Access Memory (DRAM) market, which represents over 70% of the company&#39;s total revenue, had already started to see price declines for most configurations.</p><p>Micron&#39;s DRAM chips are widely used in data centres, personal computers and other devices.</p><p>Market research firm Counterpoint reported in April that global PC shipments were down 4.3% in the first quarter of 2022, as the war in Ukraine and China&#39;s lockdowns pressured already fragile supply chains and added to shortages of components.</p><p>Global smartphone shipments are expected to decline 3.5% this year, according to IDC.</p><p>&#34;While we do feel the company has done an outstanding job to reduce its cost structure and remain financially disciplined, we continue to view memory as largely a commodity market compared to the rest of our universe. As a result, we do feel Micron is likely to underperform,&#34; Piper Sandler said.</p><p>The brokerage, however, expressed confidence in the company&#39;s data centre business, which represents less than 30% of revenue.</p><p>It cut Micron&#39;s price target by $20 to $70.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Gets Rare \"Underweight\" Rating as PC Demand Slows</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Gets Rare \"Underweight\" Rating as PC Demand Slows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20172127><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology's stock received a rare \"underweight\" rating from a brokerage due to the memory-chip maker's heavy exposure to mobiles and PCs at a time when rising inflation forces consumers to ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20172127\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20172127","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240229855","content_text":"Micron Technology's stock received a rare \"underweight\" rating from a brokerage due to the memory-chip maker's heavy exposure to mobiles and PCs at a time when rising inflation forces consumers to rein in spending.Micron shares were down 7.71% at $69.56 in early trading on Friday.\"With the global economy expected to face headwinds, we are concerned about Micron's more than 50% exposure to consumer-like markets such as PCs, mobile, and other,\" Piper Sandler wrote in a note to clients.The brokerage also expects the company's chip business that caters to the auto industry to suffer due to rising rates, a slowing economy, and the possibility of an excess inventory build.Piper Sandler added that the Dynamic Random Access Memory (DRAM) market, which represents over 70% of the company's total revenue, had already started to see price declines for most configurations.Micron's DRAM chips are widely used in data centres, personal computers and other devices.Market research firm Counterpoint reported in April that global PC shipments were down 4.3% in the first quarter of 2022, as the war in Ukraine and China's lockdowns pressured already fragile supply chains and added to shortages of components.Global smartphone shipments are expected to decline 3.5% this year, according to IDC.\"While we do feel the company has done an outstanding job to reduce its cost structure and remain financially disciplined, we continue to view memory as largely a commodity market compared to the rest of our universe. As a result, we do feel Micron is likely to underperform,\" Piper Sandler said.The brokerage, however, expressed confidence in the company's data centre business, which represents less than 30% of revenue.It cut Micron's price target by $20 to $70.","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024303029,"gmtCreate":1653794142961,"gmtModify":1676535342895,"author":{"id":"3566898370181586","authorId":"3566898370181586","name":"Leschew","avatar":"https://community-static.tradeup.com/news/d6c3ed463931caf388482125436b6fe5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566898370181586","authorIdStr":"3566898370181586"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a>[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a>[Cool]&nbsp;","text":"$Nu Holdings Ltd.(NU)$[Cool]","images":[{"img":"https://community-static.tradeup.com/news/d49aa18892307b34217b3bfeb294dff9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024303029","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9022384724,"gmtCreate":1653477293468,"gmtModify":1676535288941,"author":{"id":"3566898370181586","authorId":"3566898370181586","name":"Leschew","avatar":"https://community-static.tradeup.com/news/d6c3ed463931caf388482125436b6fe5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566898370181586","authorIdStr":"3566898370181586"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a>[Facepalm]&nbsp;","listText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a>[Facepalm]&nbsp;","text":"$Nu Holdings Ltd.(NU)$[Facepalm]","images":[{"img":"https://community-static.tradeup.com/news/392a58a3f727e8b6923a573ae908beb2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022384724","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9021860412,"gmtCreate":1653027996136,"gmtModify":1676535211174,"author":{"id":"3566898370181586","authorId":"3566898370181586","name":"Leschew","avatar":"https://community-static.tradeup.com/news/d6c3ed463931caf388482125436b6fe5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566898370181586","authorIdStr":"3566898370181586"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>[Sad]&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>[Sad]&nbsp;","text":"$Micron Technology(MU)$[Sad]","images":[{"img":"https://community-static.tradeup.com/news/29daf2843ae08d99c8892b31906a1345","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021860412","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}