Profile - To The Moon

Luckymynah

CA KAWW

Posts · 69Posts · 69
Following · 0Following · 0
Followers · 0Followers · 0

- LuckymynahLuckymynah
  ·11-05 11:15
  O fuck
  Nvidia Moves Super Micro Orders to Other Suppliers to Maintain Supply Chain Stability - Report
  $Nvidia(NVDA)$ is rerouting orders previously placed with $Super Micro Computer(SMCI)$ to other suppliers, to contain the disruption within the AI server industry, Digitimes reported.The move comes on
  Nvidia Moves Super Micro Orders to Other Suppliers to Maintain Supply Chain Stability - Report
  0 Comment
  Like
  Share
  Report
- LuckymynahLuckymynah
  ·10-30
  $SMCI 20241108 38.5 CALL$
  77 1
  1
  Share
  Report
- LuckymynahLuckymynah
  ·10-29
  Oh that's bear news better short$MicroStrategy(MSTR)$
  Sorry, this post has been deleted
  30 Comment
  2
  Share
  Report
- LuckymynahLuckymynah
  ·08-29
  $Blue Sphere Corp.(BLSP)$ I win
  191 1
  Like
  Share
  Report
- LuckymynahLuckymynah
  ·08-28
  $SUPER MICRO COMPUTER INC(SMCI)$ I borrowed to buy this 🤦‍♂️
  95 Comment
  Like
  Share
  Report
- LuckymynahLuckymynah
  ·08-20
  All in
  Nvidia Should Beat Again (Rating Upgrade)
  Nvidia Corporation continues to show strong growth and profitability, with Q1 results exceeding expectations across all segments. I believe Nvidia should beat Q2 expectations again — read on.What look
  Nvidia Should Beat Again (Rating Upgrade)
  99 Comment
  1
  Share
  Report
- LuckymynahLuckymynah
  ·08-07
  Cb la
  Nvidia CEO Jen-Hsun Huang Proposes to Sell 12.61 Million in Common Stocks
  $NVIDIA Corp(NVDA)$ Corp President and CEO Jen-Hsun Huang intends to sell 120K shares of its common stock on Aug 6, with a total market value of approximately $12.61 million.Jen-Hsun Huang has reduc
  Nvidia CEO Jen-Hsun Huang Proposes to Sell 12.61 Million in Common Stocks
  90 Comment
  9
  Share
  Report
- LuckymynahLuckymynah
  ·2022-03-28
  $AMC Entertainment(AMC)$Just need 200% more. Plis
  946 Comment
  6
  Share
  Report
- LuckymynahLuckymynah
  ·2022-03-28
  $BlackBerry(BB)$Why are you red bro
  383 Comment
  1
  Share
  Report
- LuckymynahLuckymynah
  ·2022-03-01
  😢
  Lucid Shares Tumbled 14% in Premarket Trading
  Luxury electric car maker Lucid Group on Monday revised down its production forecast for this year d
  Lucid Shares Tumbled 14% in Premarket Trading
  534 Comment
  3
  Share
  Report

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3575026271585853","uuid":"3575026271585853","gmtCreate":1611933869683,"gmtModify":1624625867131,"name":"Luckymynah","pinyin":"luckymynah","introduction":"","introductionEn":"","signature":"CA KAWW","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":10,"headSize":14,"tweetSize":69,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.09%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.49%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":367553827852472,"gmtCreate":1730776535697,"gmtModify":1730786850980,"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575026271585853","authorIdStr":"3575026271585853"},"themes":[],"htmlText":"O fuck","listText":"O fuck","text":"O fuck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367553827852472","repostId":"2481335295","repostType":2,"repost":{"id":"2481335295","pubTimestamp":1730771874,"share":"https://ttm.financial/m/news/2481335295?lang=&edition=fundamental","pubTime":"2024-11-05 09:57","market":"fut","language":"en","title":"Nvidia Moves Super Micro Orders to Other Suppliers to Maintain Supply Chain Stability - Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2481335295","media":"seekingalpha","summary":"$Nvidia(NVDA)$ is rerouting orders previously placed with $Super Micro Computer(SMCI)$ to other suppliers, to contain the disruption within the AI server industry, Digitimes reported.The move comes on","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is rerouting orders previously placed with <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> to other suppliers, to contain the disruption within the AI server industry, Digitimes reported.</p><p>The move comes on the heels of ongoing financial reporting challenges being faced by Super Micro. Reportedly, if the company does not submit its financial statements by Nov. 20, it risks another delisting, after having being delisted in 2018 for non-compliance in financial filing, the report added.</p><p>Nvidia has stepped in to manage the impact of Super Micro&#39;s challenges on the larger industry, aiming to stabilize the supply chain. The U.S. chip giant is redirecting Super Micro&#39;s client orders to other providers to limit the disruption within the AI server market, the report noted.</p><p>Shares of the Super Micro slumped over 45% last week, marking its worst week on record, after the auditor for the AI server maker resigned. Concerns about the company&#39;s financial statements came up in late August after Hindenburg Research issued a short report on the company. A day later, Super Micro then said it was delaying its annual 10-K filing. The company later noted that it does not expect any material changes to fiscal 2024.</p><p>Last week, Super Micro announced an amendment to its loan agreement with Cathay Bank which, among other things, extends the date by which the company is required to deliver its annual results.</p><p>Super Micro&#39;s client orders have been moved to other companies, with Gigabyte and ASRock seeing an increase in new orders and customer inquiries. Supply chain sources suggest that Gigabyte and ASRock have gained from Super Micro&#39;s rerouted orders, securing contracts with major clients like CoreWeave, the report added.</p><p>Taiwan-based Gigabyte has raised its fourth-quarter and annual server revenue forecasts. The company is also speeding up its deployment of liquid cooling technology to match Nvidia&#39;s rapid growth, the report noted.</p><p>Meanwhile, ASRock, which is also based in Taiwan, has gained redirected orders from Super Micro&#39;s small and mid-sized clients, setting a record for third-quarter revenue. The fourth quarter is anticipated to peak, with annual revenue and profit guidance revised upward, according to the report.</p><p>With Nvidia&#39;s H200 shipments starting in the fourth quarter, ASRock has joined the supply list for GB200 in the second half of 2025. The company also intends to unveil liquid cooling products, supporting profit growth forcast for 2025, the report noted.</p><p>However, Super Micro&#39;s woes has potentially sent shockwaves through its supply chain, affecting vital partners such as Leadtek, backed by Ablecom Technology and Compuware Technology. This reliance on Supermicro has raised concerns over Leadtek&#39;s AI market share and performance, as per the report.</p><p>Ablecom and Compuware, whose chairmen are siblings of Super Micro&#39;s chairman, have close relations with the company. Their investment in Leadtek was reportedly steered by Leadtek&#39;s Nvidia Quadro distribution rights in China and its local network. The potential impact of this investment on Leadtek is not clear, the report added.</p><p>Orient Semiconductor Electronics, which provides packaging and testing services to Super Micro, also faces potential disruptions impacting its operations, the report stated.</p><p>Thermal management solutions supplier Auras Technology and electronic parts provider Argosy Research have also been caught in the storm. Both companies have seen reduced orders, which could affect their standing in the AI sector, the report noted.</p><p>These companies, which are part of Super Micro&#39;s supply chain, are cautiously managing the situation amid shifting client demands and revenue concerns, the report added.</p></body></html>","source":"seekingalpha_trending_news","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 Moves Super Micro Orders to Other Suppliers to Maintain Supply Chain Stability - Report</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 Moves Super Micro Orders to Other Suppliers to Maintain Supply Chain Stability - Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-05 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4242432-nvidia-moves-super-micro-orders-to-other-suppliers-to-maintain-supply-chain-stability><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia is rerouting orders previously placed with Super Micro Computer to other suppliers, to contain the disruption within the AI server industry, Digitimes reported.The move comes on the heels of ...</p>\n\n<a href=\"https://seekingalpha.com/news/4242432-nvidia-moves-super-micro-orders-to-other-suppliers-to-maintain-supply-chain-stability\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","NVDA":"英伟达","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4543":"AI","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4527":"明星科技股","BK4579":"人工智能","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4141":"半导体产品","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4549":"软银资本持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SMCI":"超微电脑","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC"},"source_url":"https://seekingalpha.com/news/4242432-nvidia-moves-super-micro-orders-to-other-suppliers-to-maintain-supply-chain-stability","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481335295","content_text":"Nvidia is rerouting orders previously placed with Super Micro Computer to other suppliers, to contain the disruption within the AI server industry, Digitimes reported.The move comes on the heels of ongoing financial reporting challenges being faced by Super Micro. Reportedly, if the company does not submit its financial statements by Nov. 20, it risks another delisting, after having being delisted in 2018 for non-compliance in financial filing, the report added.Nvidia has stepped in to manage the impact of Super Micro's challenges on the larger industry, aiming to stabilize the supply chain. The U.S. chip giant is redirecting Super Micro's client orders to other providers to limit the disruption within the AI server market, the report noted.Shares of the Super Micro slumped over 45% last week, marking its worst week on record, after the auditor for the AI server maker resigned. Concerns about the company's financial statements came up in late August after Hindenburg Research issued a short report on the company. A day later, Super Micro then said it was delaying its annual 10-K filing. The company later noted that it does not expect any material changes to fiscal 2024.Last week, Super Micro announced an amendment to its loan agreement with Cathay Bank which, among other things, extends the date by which the company is required to deliver its annual results.Super Micro's client orders have been moved to other companies, with Gigabyte and ASRock seeing an increase in new orders and customer inquiries. Supply chain sources suggest that Gigabyte and ASRock have gained from Super Micro's rerouted orders, securing contracts with major clients like CoreWeave, the report added.Taiwan-based Gigabyte has raised its fourth-quarter and annual server revenue forecasts. The company is also speeding up its deployment of liquid cooling technology to match Nvidia's rapid growth, the report noted.Meanwhile, ASRock, which is also based in Taiwan, has gained redirected orders from Super Micro's small and mid-sized clients, setting a record for third-quarter revenue. The fourth quarter is anticipated to peak, with annual revenue and profit guidance revised upward, according to the report.With Nvidia's H200 shipments starting in the fourth quarter, ASRock has joined the supply list for GB200 in the second half of 2025. The company also intends to unveil liquid cooling products, supporting profit growth forcast for 2025, the report noted.However, Super Micro's woes has potentially sent shockwaves through its supply chain, affecting vital partners such as Leadtek, backed by Ablecom Technology and Compuware Technology. This reliance on Supermicro has raised concerns over Leadtek's AI market share and performance, as per the report.Ablecom and Compuware, whose chairmen are siblings of Super Micro's chairman, have close relations with the company. Their investment in Leadtek was reportedly steered by Leadtek's Nvidia Quadro distribution rights in China and its local network. The potential impact of this investment on Leadtek is not clear, the report added.Orient Semiconductor Electronics, which provides packaging and testing services to Super Micro, also faces potential disruptions impacting its operations, the report stated.Thermal management solutions supplier Auras Technology and electronic parts provider Argosy Research have also been caught in the storm. Both companies have seen reduced orders, which could affect their standing in the AI sector, the report noted.These companies, which are part of Super Micro's supply chain, are cautiously managing the situation amid shifting client demands and revenue concerns, the report added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365757142568968,"gmtCreate":1730296749982,"gmtModify":1730297161061,"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575026271585853","authorIdStr":"3575026271585853"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SMCI 20241108 38.5 CALL\">$SMCI 20241108 38.5 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SMCI 20241108 38.5 CALL\">$SMCI 20241108 38.5 CALL$</a>&nbsp;","text":"$SMCI 20241108 38.5 CALL$","images":[{"img":"https://community-static.tradeup.com/news/f8dccddb9bf318058fd256a8800a8423","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365757142568968","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CBA","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365365461520456,"gmtCreate":1730210873872,"gmtModify":1730210877072,"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575026271585853","authorIdStr":"3575026271585853"},"themes":[],"htmlText":"Oh that's bear news better short<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"Oh that's bear news better short<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"Oh that's bear news better short$MicroStrategy(MSTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365365461520456","repostId":"1160164438","repostType":2,"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343665671110816,"gmtCreate":1724943232581,"gmtModify":1724943237105,"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575026271585853","authorIdStr":"3575026271585853"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BLSP\">$Blue Sphere Corp.(BLSP)$</a> I win","listText":"<a href=\"https://ttm.financial/S/BLSP\">$Blue Sphere Corp.(BLSP)$</a> I win","text":"$Blue Sphere Corp.(BLSP)$ I win","images":[{"img":"https://community-static.tradeup.com/news/a3e34e8a83e055d181de7fef4ea008a1","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343665671110816","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":343341696495648,"gmtCreate":1724853155087,"gmtModify":1724853158862,"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575026271585853","authorIdStr":"3575026271585853"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp; I borrowed to buy this 🤦‍♂️","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp; I borrowed to buy this 🤦‍♂️","text":"$SUPER MICRO COMPUTER INC(SMCI)$ I borrowed to buy this 🤦‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343341696495648","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340377290060040,"gmtCreate":1724142091412,"gmtModify":1724142094357,"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575026271585853","authorIdStr":"3575026271585853"},"themes":[],"htmlText":"All in","listText":"All in","text":"All in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340377290060040","repostId":"2460034027","repostType":2,"repost":{"id":"2460034027","pubTimestamp":1724136137,"share":"https://ttm.financial/m/news/2460034027?lang=&edition=fundamental","pubTime":"2024-08-20 14:42","market":"fut","language":"en","title":"Nvidia Should Beat Again (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2460034027","media":"seekingalpha","summary":"Nvidia Corporation continues to show strong growth and profitability, with Q1 results exceeding expectations across all segments. I believe Nvidia should beat Q2 expectations again — read on.What look","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation continues to show strong growth and profitability, with Q1 results exceeding expectations across all segments. I believe Nvidia should beat Q2 expectations again — read on.</p></li><li><p>What looks surprising is that the market still hasn&#39;t fully priced in Nvidia&#39;s dominance in AI for the next few years.</p></li><li><p>The less than 1% increase in EPS expectations after the Q1 release makes the final Q2 consensus estimate even more pessimistic than before the Q1 release.</p></li><li><p>The market is pricing in virtually no operating leverage and apparently assumes that the company has already peaked on this issue.</p></li><li><p>I see a “fair value” of $157.3/sh. (12-month target), which is about 26% above the current stock price. Nvidia Corporation stock is a “Buy”.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/013620b42cdf905e552989dc25d6bb73\" tg-width=\"750\" tg-height=\"492\"/></p><p>Antonio Bordunovi</p><p></p><h2 id=\"id_2625752607\">My Thesis Update</h2><p>I last wrote about <strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) (NEOE:NVDA:CA) here on Seeking Alpha in early May 2024, ahead of its fiscal Q1 2025 report. At the time, I argued that despite its recent growth rates and solid profit margins, Nvidia may “face challenges from increasing overall competition in the future, a potential near-term slowdown in demand, and increased competition in the accelerator market.”</p><p>This risk hasn&#39;t materialized as the time showed. The stock has continued its wild rally, which looks even stronger after the recent dip. We&#39;re just over a week away from the release of the Q2 2025 report on August 28th, but I conclude from some signs that Nvidia is highly likely to beat consensus estimates again. In addition, I don&#39;t think management&#39;s guidance will be weak. I believe all this should lead to a further rise in the stock price in the medium term — hence my rating upgrade today.</p><h2 id=\"id_3092094847\">My Reasoning</h2><p>First off, I should like to dedicate a few words to what everyone probably knows already — the Q1 results. In fiscal Q1 2025 (ending April 30, 2024), Nvidia reported revenue of ~$26 billion, marking a 262% YoY increase and an 18% QoQ rise, exceeding the high end of Nvidia&#39;s own guidance by ~$1.5 billion and also Wall Street&#39;s expectations by $1.48 billion, according to Seeking Alpha. Non-GAAP earnings were $6.12 per share, up 462% from the same quarter last year and $0.96 higher than the previous quarter — these figures also beat the consensus estimate of $5.59 per share (that&#39;s unadjusted for the 10-to-1 stock split the firm had completed):</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba1b575f857dfd307c4015b518edeee5\" tg-width=\"640\" tg-height=\"118\"/></p><p>Seeking Alpha, NVDA</p><p></p><p>Nvidia&#39;s data center segment — the key pillar to its phenomenal growth — achieved sales of $22.6 billion, an increase of 427% over the previous year and accounting for 87% of total revenue. Within this segment, sales of AI computers increased by 478%, driven by increased demand for Nvidia&#39;s HGX platform, which powers large-scale language models and other AI applications. Despite supply constraints for its Hopper GPU platform, Nvidia is ramping up production. This is thanks to its partnerships with manufacturers such as Taiwan Semiconductor (TSM). It looks like the company will have more opportunities to meet the considerable demand that has accumulated in the few months since the market realized the importance of LLMs (large language models).</p><p>The gaming segment was also robust with sales of $2.65 billion, which corresponds to an increase of 18% compared to the previous year. Nvidia&#39;s GeForce RTX 40 series graphics processors, which are based on the Ada Lovelace architecture, are also enjoying strong demand. Professional visualization revenue of $427 million rose 45% annually, reflecting a higher sell-in to partners following the normalization of channel inventories. On the other hand, the automotive revenue of $303 million increased just by 3% YoY (8% QoQ), driven by self-driving platforms (while the sequential gain reflected “rising demand for sales of AI cockpit solutions”).</p><p>Based on what I saw in Q1 numbers, Nvidia continues to be a leader in the field of AI; as this technology becomes more widespread, I believe Nvidia&#39;s extensive involvement in this fast-growing industry sets it up for further success. However, what is surprising is that the market still has not fully priced this in — allow me to explain.</p><p>What I find strange is that while Wall Street analysts raised their forecasts for the next periods after such strong Q1 figures — we saw that in the screenshots above — the extent of these upward revisions seemed too small:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b706d6ef2af6c55134344ec39015862\" tg-width=\"640\" tg-height=\"300\"/></p><p>Seeking Alpha, NVDA&#39;s Earnings Revisions, Oakoff&#39;s notes</p><p></p><p>Normally, such massive earnings beats as we saw in Q1 lead to massive strong upward revisions, but in Nvidia&#39;s case, we don&#39;t see enough strength. The less than 1% increase in EPS expectations after the Q1 release makes the final Q2 consensus estimate even more pessimistic than before the Q1 release. The thing is, Nvidia&#39;s strong Q1 should theoretically have reduced the level of uncertainty, but for some reason, the market has chosen to ignore this.</p><p>The management guided for ~$28 billion in revenue for Q2 2025, expecting all of their market segments to show growth. Aiming for about 75% in gross margin (~3% lower QoQ) and with OPEX projected to be $4 billion on a GAAP basis and $2.8 billion on a non-GAAP basis, Nvidia should maintain its superior FCF margin, in my opinion. This should give investors more reason to expect more buybacks.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15e633c88bb26524e8ca689cf303e0db\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><p></p><p>Since fiscal Q1 2023 (6 quarters have already passed), Nvidia&#39;s revenue has grown 4.3 times, while the gross profit margin has increased 5.3 times thanks to operating leverage. In other words, CAGR growth rates amounted to 27.5% and 32.1%, respectively. Now the market is forecasting non-GAAP EPS growth of only 4.9% on a QoQ basis — no matter how we try to explain this with seasonality, I don&#39;t think growth will be that modest, especially in light of management&#39;s (and Nvidia&#39;s major customers&#39;) comments that AI is just at the dawn of massive adaptation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c7d3740b0dc8ed43a7595d504cb5c2a\" tg-width=\"640\" tg-height=\"299\"/></p><p>New Street Research, August 2024 (proprietary source)</p><p></p><p>According to calculations by New Street Research (proprietary source), CAPEX for AI (expenditure on XPUs in data centers) is expected to increase by 50% in 2025 and by 20% annually between 2025 and 2027.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7b9761778ccb5a5114aa07eea8b5596\" tg-width=\"640\" tg-height=\"294\"/></p><p>New Street Research, August 2024 (proprietary source)</p><p></p><p>Given the recent problems of potential competitors such as Intel (INTC), I now believe that Nvidia will maintain its leading position in the market for much longer than I previously thought. More specifically, the risk to its supremacy has now become less. So Nvidia will be able to translate the projected growth into its future revenue. But apparently the market is still underestimating this, as the current revenue estimates seem too low to be true.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/55f163a573736ebe2eef5fc991dd7729\" tg-width=\"640\" tg-height=\"256\"/></p><p>Seeking Alpha, NVDA&#39;s Earnings Estimates, Oakoff&#39;s notes</p><p></p><p>Take a look at the EPS forecasts for the next few years: The market is pricing in virtually no operating leverage and apparently assumes that the company has already peaked on this issue.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b46a57dd7bd2ebdb2d7e984e1b3c2e05\" tg-width=\"640\" tg-height=\"260\"/></p><p>Seeking Alpha, NVDA&#39;s Earnings Estimates</p><p></p><p>Logically, however, I think Nvidia should have opportunities to expand its margins even further as it expands its chip production capacity.</p><p>Therefore, I expect Nvidia stock to trade at a valuation premium to for some time. If we assume that the current FY2026 consensus forecast for EPS of $3.78 is 4% below what is likely (which is roughly the average EPS beat over the past decade), then at a P/E of 40x, I see a “fair value” of $157.3/sh. (12-month target), which is about 26% above the current stock price.</p><p>So I&#39;ll conclude that NVDA deserves a “Buy” rating right before its Q2 release and should be bought on any major dip.</p><h2 id=\"id_2302002523\">Risks To My Thesis</h2><p>There are, of course, plenty of risks to my rating upgrade.</p><p>First off, I think there is a real chance that we are in an AI bubble. The fact that AI could change our world forever doesn&#39;t mean this area is a no-brainer investment field. The rapidly increasing investments and valuations from VCs and others could be due to hype rather than sustainable, long-term changes in demand. If this is the case, there could be a steep market correction, leading to massive losses for Nvidia and its shareholders.</p><p>Additionally, the ongoing investment cycle in AI and data centers is very supportive of Nvidia, but as I noted in my very first article on NVDA stock, such investment cycles can turn quickly. For example, a recession that results in businesses and governments cutting back on their AI spending — due to economic pressures, new technological trends, or geopolitical developments — could imperil Nvidia&#39;s future growth prospects. Further, a sudden decline in capital spending from the largest cloud providers and enterprises would result in Nvidia&#39;s products facing lower demand, which could also hurt its top-line as well as bottom-line growth.</p><p>And of course, I can&#39;t escape the topic of valuation. The Nvidia stock has already rallied strongly, as high hopes for future growth have driven its price up. So the stock is perhaps already fully priced and there is no margin for error — any slowdown in growth, a fall in profits or even a slight change in positive market sentiment could have a significant impact on the stock.</p><h2 id=\"id_1280225530\">Your Takeaway</h2><p>Despite the possibility of an AI bubble looming, I believe Nvidia&#39;s continued leadership in AI and strong financials suggest a positive trajectory in the medium term. I believe Nvidia should beat earnings again (for Q2 2025) because a) the management clearly guided for stronger growth across all segments and b) the current estimates weren&#39;t adjusted properly, in my view, after the company released its strong Q1 2025. The stock could be undervalued by around 26% if my premise of maintaining the valuation premium is upheld.</p><p>So that&#39;s why I think that any major dip in the stock should be viewed as a buying opportunity. I thus have upgraded Nvidia Corporation stock to “Buy” about 1 week before its Q2 release.</p><p><em>Thank you for reading!</em></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>Nvidia Should Beat Again (Rating Upgrade)</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 Should Beat Again (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-20 14:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4715611-nvidia-should-beat-again-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation continues to show strong growth and profitability, with Q1 results exceeding expectations across all segments. I believe Nvidia should beat Q2 expectations again — read on.What ...</p>\n\n<a href=\"https://seekingalpha.com/article/4715611-nvidia-should-beat-again-rating-upgrade\">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","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4715611-nvidia-should-beat-again-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2460034027","content_text":"Nvidia Corporation continues to show strong growth and profitability, with Q1 results exceeding expectations across all segments. I believe Nvidia should beat Q2 expectations again — read on.What looks surprising is that the market still hasn't fully priced in Nvidia's dominance in AI for the next few years.The less than 1% increase in EPS expectations after the Q1 release makes the final Q2 consensus estimate even more pessimistic than before the Q1 release.The market is pricing in virtually no operating leverage and apparently assumes that the company has already peaked on this issue.I see a “fair value” of $157.3/sh. (12-month target), which is about 26% above the current stock price. Nvidia Corporation stock is a “Buy”.Antonio BordunoviMy Thesis UpdateI last wrote about NVIDIA Corporation (NASDAQ:NVDA) (NEOE:NVDA:CA) here on Seeking Alpha in early May 2024, ahead of its fiscal Q1 2025 report. At the time, I argued that despite its recent growth rates and solid profit margins, Nvidia may “face challenges from increasing overall competition in the future, a potential near-term slowdown in demand, and increased competition in the accelerator market.”This risk hasn't materialized as the time showed. The stock has continued its wild rally, which looks even stronger after the recent dip. We're just over a week away from the release of the Q2 2025 report on August 28th, but I conclude from some signs that Nvidia is highly likely to beat consensus estimates again. In addition, I don't think management's guidance will be weak. I believe all this should lead to a further rise in the stock price in the medium term — hence my rating upgrade today.My ReasoningFirst off, I should like to dedicate a few words to what everyone probably knows already — the Q1 results. In fiscal Q1 2025 (ending April 30, 2024), Nvidia reported revenue of ~$26 billion, marking a 262% YoY increase and an 18% QoQ rise, exceeding the high end of Nvidia's own guidance by ~$1.5 billion and also Wall Street's expectations by $1.48 billion, according to Seeking Alpha. Non-GAAP earnings were $6.12 per share, up 462% from the same quarter last year and $0.96 higher than the previous quarter — these figures also beat the consensus estimate of $5.59 per share (that's unadjusted for the 10-to-1 stock split the firm had completed):Seeking Alpha, NVDANvidia's data center segment — the key pillar to its phenomenal growth — achieved sales of $22.6 billion, an increase of 427% over the previous year and accounting for 87% of total revenue. Within this segment, sales of AI computers increased by 478%, driven by increased demand for Nvidia's HGX platform, which powers large-scale language models and other AI applications. Despite supply constraints for its Hopper GPU platform, Nvidia is ramping up production. This is thanks to its partnerships with manufacturers such as Taiwan Semiconductor (TSM). It looks like the company will have more opportunities to meet the considerable demand that has accumulated in the few months since the market realized the importance of LLMs (large language models).The gaming segment was also robust with sales of $2.65 billion, which corresponds to an increase of 18% compared to the previous year. Nvidia's GeForce RTX 40 series graphics processors, which are based on the Ada Lovelace architecture, are also enjoying strong demand. Professional visualization revenue of $427 million rose 45% annually, reflecting a higher sell-in to partners following the normalization of channel inventories. On the other hand, the automotive revenue of $303 million increased just by 3% YoY (8% QoQ), driven by self-driving platforms (while the sequential gain reflected “rising demand for sales of AI cockpit solutions”).Based on what I saw in Q1 numbers, Nvidia continues to be a leader in the field of AI; as this technology becomes more widespread, I believe Nvidia's extensive involvement in this fast-growing industry sets it up for further success. However, what is surprising is that the market still has not fully priced this in — allow me to explain.What I find strange is that while Wall Street analysts raised their forecasts for the next periods after such strong Q1 figures — we saw that in the screenshots above — the extent of these upward revisions seemed too small:Seeking Alpha, NVDA's Earnings Revisions, Oakoff's notesNormally, such massive earnings beats as we saw in Q1 lead to massive strong upward revisions, but in Nvidia's case, we don't see enough strength. The less than 1% increase in EPS expectations after the Q1 release makes the final Q2 consensus estimate even more pessimistic than before the Q1 release. The thing is, Nvidia's strong Q1 should theoretically have reduced the level of uncertainty, but for some reason, the market has chosen to ignore this.The management guided for ~$28 billion in revenue for Q2 2025, expecting all of their market segments to show growth. Aiming for about 75% in gross margin (~3% lower QoQ) and with OPEX projected to be $4 billion on a GAAP basis and $2.8 billion on a non-GAAP basis, Nvidia should maintain its superior FCF margin, in my opinion. This should give investors more reason to expect more buybacks.Data by YChartsSince fiscal Q1 2023 (6 quarters have already passed), Nvidia's revenue has grown 4.3 times, while the gross profit margin has increased 5.3 times thanks to operating leverage. In other words, CAGR growth rates amounted to 27.5% and 32.1%, respectively. Now the market is forecasting non-GAAP EPS growth of only 4.9% on a QoQ basis — no matter how we try to explain this with seasonality, I don't think growth will be that modest, especially in light of management's (and Nvidia's major customers') comments that AI is just at the dawn of massive adaptation.New Street Research, August 2024 (proprietary source)According to calculations by New Street Research (proprietary source), CAPEX for AI (expenditure on XPUs in data centers) is expected to increase by 50% in 2025 and by 20% annually between 2025 and 2027.New Street Research, August 2024 (proprietary source)Given the recent problems of potential competitors such as Intel (INTC), I now believe that Nvidia will maintain its leading position in the market for much longer than I previously thought. More specifically, the risk to its supremacy has now become less. So Nvidia will be able to translate the projected growth into its future revenue. But apparently the market is still underestimating this, as the current revenue estimates seem too low to be true.Seeking Alpha, NVDA's Earnings Estimates, Oakoff's notesTake a look at the EPS forecasts for the next few years: The market is pricing in virtually no operating leverage and apparently assumes that the company has already peaked on this issue.Seeking Alpha, NVDA's Earnings EstimatesLogically, however, I think Nvidia should have opportunities to expand its margins even further as it expands its chip production capacity.Therefore, I expect Nvidia stock to trade at a valuation premium to for some time. If we assume that the current FY2026 consensus forecast for EPS of $3.78 is 4% below what is likely (which is roughly the average EPS beat over the past decade), then at a P/E of 40x, I see a “fair value” of $157.3/sh. (12-month target), which is about 26% above the current stock price.So I'll conclude that NVDA deserves a “Buy” rating right before its Q2 release and should be bought on any major dip.Risks To My ThesisThere are, of course, plenty of risks to my rating upgrade.First off, I think there is a real chance that we are in an AI bubble. The fact that AI could change our world forever doesn't mean this area is a no-brainer investment field. The rapidly increasing investments and valuations from VCs and others could be due to hype rather than sustainable, long-term changes in demand. If this is the case, there could be a steep market correction, leading to massive losses for Nvidia and its shareholders.Additionally, the ongoing investment cycle in AI and data centers is very supportive of Nvidia, but as I noted in my very first article on NVDA stock, such investment cycles can turn quickly. For example, a recession that results in businesses and governments cutting back on their AI spending — due to economic pressures, new technological trends, or geopolitical developments — could imperil Nvidia's future growth prospects. Further, a sudden decline in capital spending from the largest cloud providers and enterprises would result in Nvidia's products facing lower demand, which could also hurt its top-line as well as bottom-line growth.And of course, I can't escape the topic of valuation. The Nvidia stock has already rallied strongly, as high hopes for future growth have driven its price up. So the stock is perhaps already fully priced and there is no margin for error — any slowdown in growth, a fall in profits or even a slight change in positive market sentiment could have a significant impact on the stock.Your TakeawayDespite the possibility of an AI bubble looming, I believe Nvidia's continued leadership in AI and strong financials suggest a positive trajectory in the medium term. I believe Nvidia should beat earnings again (for Q2 2025) because a) the management clearly guided for stronger growth across all segments and b) the current estimates weren't adjusted properly, in my view, after the company released its strong Q1 2025. The stock could be undervalued by around 26% if my premise of maintaining the valuation premium is upheld.So that's why I think that any major dip in the stock should be viewed as a buying opportunity. I thus have upgraded Nvidia Corporation stock to “Buy” about 1 week before its Q2 release.Thank you for reading!","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335888366018984,"gmtCreate":1723042463032,"gmtModify":1723042466615,"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575026271585853","authorIdStr":"3575026271585853"},"themes":[],"htmlText":"Cb la","listText":"Cb la","text":"Cb la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335888366018984","repostId":"1100818880","repostType":2,"repost":{"id":"1100818880","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1723041946,"share":"https://ttm.financial/m/news/1100818880?lang=&edition=fundamental","pubTime":"2024-08-07 22:45","market":"us","language":"en","title":"Nvidia CEO Jen-Hsun Huang Proposes to Sell 12.61 Million in Common Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1100818880","media":"Tiger Newspress","summary":" $NVIDIA Corp(NVDA)$  Corp President and CEO Jen-Hsun Huang intends to sell 120K shares of its common stock on Aug 6, with a total market value of approximately $12.61 million.Jen-Hsun Huang has reduc","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> President and CEO Jen-Hsun Huang intends to sell 120K shares of its common stock on Aug 6, with a total market value of approximately $12.61 million.</p><p style=\"text-align: left;\">Jen-Hsun Huang has reduced shareholding in NVIDIA by 4.32 million shares since Jun 13, 2024, with a total value of approximately $529.73 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e91622e558e465354a36015c060674b1\" title=\"\" tg-width=\"1260\" tg-height=\"4209\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4aec9c022efa3e8d0b90431209db0ab\" title=\"\" tg-width=\"680\" tg-height=\"477\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia CEO Jen-Hsun Huang Proposes to Sell 12.61 Million in Common Stocks</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 CEO Jen-Hsun Huang Proposes to Sell 12.61 Million in Common Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-08-07 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> President and CEO Jen-Hsun Huang intends to sell 120K shares of its common stock on Aug 6, with a total market value of approximately $12.61 million.</p><p style=\"text-align: left;\">Jen-Hsun Huang has reduced shareholding in NVIDIA by 4.32 million shares since Jun 13, 2024, with a total value of approximately $529.73 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e91622e558e465354a36015c060674b1\" title=\"\" tg-width=\"1260\" tg-height=\"4209\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4aec9c022efa3e8d0b90431209db0ab\" title=\"\" tg-width=\"680\" tg-height=\"477\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100818880","content_text":"NVIDIA Corp President and CEO Jen-Hsun Huang intends to sell 120K shares of its common stock on Aug 6, with a total market value of approximately $12.61 million.Jen-Hsun Huang has reduced shareholding in NVIDIA by 4.32 million shares since Jun 13, 2024, with a total value of approximately $529.73 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019001198,"gmtCreate":1648481224563,"gmtModify":1676534343495,"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575026271585853","authorIdStr":"3575026271585853"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Just need 200% more. Plis","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Just need 200% more. Plis","text":"$AMC Entertainment(AMC)$Just need 200% more. Plis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019001198","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010772930,"gmtCreate":1648480197753,"gmtModify":1676534343312,"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575026271585853","authorIdStr":"3575026271585853"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BB\">$BlackBerry(BB)$</a>Why are you red bro&nbsp;","listText":"<a href=\"https://ttm.financial/S/BB\">$BlackBerry(BB)$</a>Why are you red bro&nbsp;","text":"$BlackBerry(BB)$Why are you red bro","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010772930","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039780328,"gmtCreate":1646125679965,"gmtModify":1676534093775,"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575026271585853","authorIdStr":"3575026271585853"},"themes":[],"htmlText":"😢","listText":"😢","text":"😢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039780328","repostId":"1191998013","repostType":2,"repost":{"id":"1191998013","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646125603,"share":"https://ttm.financial/m/news/1191998013?lang=&edition=fundamental","pubTime":"2022-03-01 17:06","market":"us","language":"en","title":"Lucid Shares Tumbled 14% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1191998013","media":"Tiger Newspress","summary":"Luxury electric car maker Lucid Group on Monday revised down its production forecast for this year d","content":"<html><head></head><body><p>Luxury electric car maker Lucid Group on Monday revised down its production forecast for this year due to &#34;extraordinary supply chain and logistics challenges,&#34; knocking its shares down 14%.</p><p><img src=\"https://static.tigerbbs.com/0f5eb4fe62464d8767fed89f1978be4f\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Electric vehicle startups like Rivian Automotive and Lordstown Motors, which have raised money in public listings, have fallen short of their own production targets.</p><p>In late October, Lucid started deliveries of its $169,000 Lucid Air premium electric sedans, which have an estimated driving range of 520 miles (835 km) per change, a longer range than rival Tesla.</p><p>The California-based startup delivered 125 cars to customers last year, falling short of its 2021 production target of 577 vehicles.</p><p>Lucid expects to produce 12,000 to 14,000 vehicles this year, down from its previous goal of 20,000, it said in a statement.</p><p>The company posted a net loss of $1.05 billion in the fourth quarter of 2021, more than triple its loss from a year earlier.</p><p>Lucid Group, in which Saudi Arabia&#39;s Public Investment Fund (PIF) hold a nearly 63% stake, on Monday announced plans to build a new manufacturing facility in the Kingdom of Saudi Arabia. Construction will start in the first half of this year, with a goal to manufacture up to 150,000 vehicles a year at its peak.</p><p>Lucid currently operates a factory in the U.S. state of Arizona, where it plans to boost capacity to 365,000 vehicles a year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Shares Tumbled 14% in Premarket Trading</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\">\nLucid Shares Tumbled 14% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-01 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Luxury electric car maker Lucid Group on Monday revised down its production forecast for this year due to &#34;extraordinary supply chain and logistics challenges,&#34; knocking its shares down 14%.</p><p><img src=\"https://static.tigerbbs.com/0f5eb4fe62464d8767fed89f1978be4f\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Electric vehicle startups like Rivian Automotive and Lordstown Motors, which have raised money in public listings, have fallen short of their own production targets.</p><p>In late October, Lucid started deliveries of its $169,000 Lucid Air premium electric sedans, which have an estimated driving range of 520 miles (835 km) per change, a longer range than rival Tesla.</p><p>The California-based startup delivered 125 cars to customers last year, falling short of its 2021 production target of 577 vehicles.</p><p>Lucid expects to produce 12,000 to 14,000 vehicles this year, down from its previous goal of 20,000, it said in a statement.</p><p>The company posted a net loss of $1.05 billion in the fourth quarter of 2021, more than triple its loss from a year earlier.</p><p>Lucid Group, in which Saudi Arabia&#39;s Public Investment Fund (PIF) hold a nearly 63% stake, on Monday announced plans to build a new manufacturing facility in the Kingdom of Saudi Arabia. Construction will start in the first half of this year, with a goal to manufacture up to 150,000 vehicles a year at its peak.</p><p>Lucid currently operates a factory in the U.S. state of Arizona, where it plans to boost capacity to 365,000 vehicles a year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191998013","content_text":"Luxury electric car maker Lucid Group on Monday revised down its production forecast for this year due to \"extraordinary supply chain and logistics challenges,\" knocking its shares down 14%.Electric vehicle startups like Rivian Automotive and Lordstown Motors, which have raised money in public listings, have fallen short of their own production targets.In late October, Lucid started deliveries of its $169,000 Lucid Air premium electric sedans, which have an estimated driving range of 520 miles (835 km) per change, a longer range than rival Tesla.The California-based startup delivered 125 cars to customers last year, falling short of its 2021 production target of 577 vehicles.Lucid expects to produce 12,000 to 14,000 vehicles this year, down from its previous goal of 20,000, it said in a statement.The company posted a net loss of $1.05 billion in the fourth quarter of 2021, more than triple its loss from a year earlier.Lucid Group, in which Saudi Arabia's Public Investment Fund (PIF) hold a nearly 63% stake, on Monday announced plans to build a new manufacturing facility in the Kingdom of Saudi Arabia. Construction will start in the first half of this year, with a goal to manufacture up to 150,000 vehicles a year at its peak.Lucid currently operates a factory in the U.S. state of Arizona, where it plans to boost capacity to 365,000 vehicles a year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}