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tebearz

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- tebearztebearz
  ·08-09
  Replying to @koolgal:Happy Birthday 🇸🇬 ! Nation I am proud to be part of it. My Home , MY Country.//@koolgal:🌟🌟🌟Singapore - My Home, My Country 🇸🇬🇸🇬🇸🇬 An oasis of peace and harmony where multiculturalism is very much a way of life. An island paradise that is a foodies' haven with the most diverse cuisine found A global financial centre with the safest and best banks in the region A world class airport with a waterfall A shopping paradise with fabulous malls Best of all, Singapore is home to the most friendly people who love to welcome people from all over the world Singapore - You Are Simply The Best Place To Call Home♥️♥️♥️🏝️🏝️🏝️🇸🇬🇸🇬🇸🇬 Happy National Day 🇸🇬🇸🇬🇸🇬
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- tebearztebearz
  ·07-22
  Will go up for sure
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- tebearztebearz
  ·02-22
  Great ariticle, would you like to share it?
  Nvidia's Sheer Dominance Can Be Summed up By This One Underrated Number
  One component of Nvidia's financials - its gross profit margin - tells its own story right now. Following a quarter when Nvidia Corp. grew data-center revenue and earnings each by more than 400%, another number illustrates the company's dominance even more.Among the record-setting elements of Nvidia's stunning fiscal fourth quarter was its 76% GAAP gross margin, which was up from 66% a year before. Nvidia forecasts that margin will remain around the same level for its ongoing quarter.Nvidia's gross margins appear to be the second highest in the semiconductor industry, behind only those of Arm Holdings PLC , which licenses chip designs but doesn't sell its own chips directly. Arm's gross margins were roughly 93% in the December quarter.Nvidia will also be ramping up its next-generation GPU product, called Blackwell, but it is also currently supply-constrained. That could pressure Nvidia's margins if it has to spend more on components
  Nvidia's Sheer Dominance Can Be Summed up By This One Underrated Number
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to <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>:Happy Birthday 🇸🇬 ! Nation I am proud to be part of it.&nbsp; My Home , MY Country.//<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>:🌟🌟🌟Singapore - My Home, My Country 🇸🇬🇸🇬🇸🇬 An oasis of peace and harmony where multiculturalism is very much a way of life. An island paradise that is a foodies' haven with the most diverse cuisine found A global financial centre with the safest and best banks in the region A world class airport with a waterfall A shopping paradise with fabulous malls Best of all, Singapore is home to the most friendly people who love to welcome people from all over the world Singapore - You Are Simply The Best Place To Call Home♥️♥️♥️🏝️🏝️🏝️🇸🇬🇸🇬🇸🇬 Happy National Day 🇸🇬🇸🇬🇸🇬","listText":"Replying to <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>:Happy Birthday 🇸🇬 ! Nation I am proud to be part of it.&nbsp; My Home , MY Country.//<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>:🌟🌟🌟Singapore - My Home, My Country 🇸🇬🇸🇬🇸🇬 An oasis of peace and harmony where multiculturalism is very much a way of life. An island paradise that is a foodies' haven with the most diverse cuisine found A global financial centre with the safest and best banks in the region A world class airport with a waterfall A shopping paradise with fabulous malls Best of all, Singapore is home to the most friendly people who love to welcome people from all over the world Singapore - You Are Simply The Best Place To Call Home♥️♥️♥️🏝️🏝️🏝️🇸🇬🇸🇬🇸🇬 Happy National Day 🇸🇬🇸🇬🇸🇬","text":"Replying to @koolgal:Happy Birthday 🇸🇬 ! Nation I am proud to be part of it. My Home , MY Country.//@koolgal:🌟🌟🌟Singapore - My Home, My Country 🇸🇬🇸🇬🇸🇬 An oasis of peace and harmony where multiculturalism is very much a way of life. 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Following a quarter when Nvidia Corp. grew data-center revenue and earnings each by more than 400%, another number illustrates the company's dominance even more.Among the record-setting elements of Nvidia's  stunning fiscal fourth quarter was its 76% GAAP gross margin, which was up from 66% a year before. Nvidia forecasts that margin will remain around the same level for its ongoing quarter.Nvidia's gross margins appear to be the second highest in the semiconductor industry, behind only those of Arm Holdings PLC , which licenses chip designs but doesn't sell its own chips directly. Arm's gross margins were roughly 93% in the December quarter.Nvidia will also be ramping up its next-generation GPU product, called Blackwell, but it is also currently supply-constrained. That could pressure Nvidia's margins if it has to spend more on components","content":"<html><head></head><body><p>Following a quarter when Nvidia Corp. grew data-center revenue and earnings each by more than 400%, another number illustrates the company&#39;s dominance even more.</p><p>Among the record-setting elements of Nvidia&#39;s <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> stunning fiscal fourth quarter was its 76% GAAP gross margin, which was up from 66% a year before. Nvidia forecasts that margin will remain around the same level for its ongoing quarter.</p><p>Nvidia&#39;s gross margins appear to be the second highest in the semiconductor industry, behind only those of Arm Holdings PLC <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a>, which licenses chip designs but doesn&#39;t sell its own chips directly. Arm&#39;s gross margins were roughly 93% in the December quarter.</p><p>Unlike Arm, Nvidia incurs expenses for things like inventory and supply-chain distribution, which helps explain why the company&#39;s gross margin is lower. At the same time though, Nvidia&#39;s margins stand out among those elsewhere in the chip sector. Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported a gross profit margin of 46% while Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> reported a 40% margin in the fourth quarter, according to FactSet.</p><p>Admittedly, those companies have different business mixes. Intel and AMD make processor chips for PCs, among their other offerings, while Nvidia and AMD both have gaming-chip businesses. Plus, Intel manufactures its own semiconductors.</p><p>Leaving mix aside, however, Nvidia&#39;s margins are so high in part because of the high prices the company is able to command for its products, due to their complex nature and their unstoppable demand. And Nvidia&#39;s chips really are complex - not just a motherboard with a graphics processor unit (GPU).</p><p>&#34;People think that the Nvidia GPU is just a chip, but the Nvidia Hopper GPU has 35,000 parts. It weighs 70 pounds,&#34; Nvidia Chief Executive Jensen Huang said on the company&#39;s earnings call Wednesday. &#34;These are really complicated things we&#39;ve built. People call it an AI supercomputer for good reason.&#34;</p><p>The average cost of an H100 GPU is about $30,000.</p><p>Nvidia did note that its margins for the latest quarter and the current one could represent a peak due to favorable component costs in the supply chain in the past few months. But Chief Financial Officer Colette Kress said Nvidia had &#34;visibility&#34; into a mid-70% gross margin for the balance of this fiscal year, which would take margins back to where they were before this latest high-water mark.</p><p>In other words, even if Nvidia&#39;s margins come down a bit from here, they&#39;re still poised to sit above those from virtually every peer in the sector.</p><p>Nvidia will also be ramping up its next-generation GPU product, called Blackwell, but it is also currently supply-constrained. That could pressure Nvidia&#39;s margins if it has to spend more on components that are in tight supply or if it cannot meet all the demand.</p><p>Wall Street had been nervous about the demand for Nvidia&#39;s products and investors have been on the lookout for any signs that the boom is ending. The company talked up years of growth potential ahead, but the margin figures add an understated element to the story of Nvidia&#39;s prime positioning and help throw cold water on investors&#39; skepticism.</p><p>While Nvidia has had a near monopoly on the market for AI hardware so far, it will be facing more competition soon. Still, those record margins are clearly indicative that demand is continuing, and Nvidia should be able to command premium prices for its chips and accompanying systems due to the value they bring to customers.</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's Sheer Dominance Can Be Summed up By This One Underrated Number</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's Sheer Dominance Can Be Summed up By This One Underrated Number\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-22 15:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Following a quarter when Nvidia Corp. grew data-center revenue and earnings each by more than 400%, another number illustrates the company&#39;s dominance even more.</p><p>Among the record-setting elements of Nvidia&#39;s <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> stunning fiscal fourth quarter was its 76% GAAP gross margin, which was up from 66% a year before. Nvidia forecasts that margin will remain around the same level for its ongoing quarter.</p><p>Nvidia&#39;s gross margins appear to be the second highest in the semiconductor industry, behind only those of Arm Holdings PLC <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a>, which licenses chip designs but doesn&#39;t sell its own chips directly. Arm&#39;s gross margins were roughly 93% in the December quarter.</p><p>Unlike Arm, Nvidia incurs expenses for things like inventory and supply-chain distribution, which helps explain why the company&#39;s gross margin is lower. At the same time though, Nvidia&#39;s margins stand out among those elsewhere in the chip sector. Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported a gross profit margin of 46% while Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> reported a 40% margin in the fourth quarter, according to FactSet.</p><p>Admittedly, those companies have different business mixes. Intel and AMD make processor chips for PCs, among their other offerings, while Nvidia and AMD both have gaming-chip businesses. Plus, Intel manufactures its own semiconductors.</p><p>Leaving mix aside, however, Nvidia&#39;s margins are so high in part because of the high prices the company is able to command for its products, due to their complex nature and their unstoppable demand. And Nvidia&#39;s chips really are complex - not just a motherboard with a graphics processor unit (GPU).</p><p>&#34;People think that the Nvidia GPU is just a chip, but the Nvidia Hopper GPU has 35,000 parts. It weighs 70 pounds,&#34; Nvidia Chief Executive Jensen Huang said on the company&#39;s earnings call Wednesday. &#34;These are really complicated things we&#39;ve built. People call it an AI supercomputer for good reason.&#34;</p><p>The average cost of an H100 GPU is about $30,000.</p><p>Nvidia did note that its margins for the latest quarter and the current one could represent a peak due to favorable component costs in the supply chain in the past few months. But Chief Financial Officer Colette Kress said Nvidia had &#34;visibility&#34; into a mid-70% gross margin for the balance of this fiscal year, which would take margins back to where they were before this latest high-water mark.</p><p>In other words, even if Nvidia&#39;s margins come down a bit from here, they&#39;re still poised to sit above those from virtually every peer in the sector.</p><p>Nvidia will also be ramping up its next-generation GPU product, called Blackwell, but it is also currently supply-constrained. That could pressure Nvidia&#39;s margins if it has to spend more on components that are in tight supply or if it cannot meet all the demand.</p><p>Wall Street had been nervous about the demand for Nvidia&#39;s products and investors have been on the lookout for any signs that the boom is ending. The company talked up years of growth potential ahead, but the margin figures add an understated element to the story of Nvidia&#39;s prime positioning and help throw cold water on investors&#39; skepticism.</p><p>While Nvidia has had a near monopoly on the market for AI hardware so far, it will be facing more competition soon. Still, those record margins are clearly indicative that demand is continuing, and Nvidia should be able to command premium prices for its chips and accompanying systems due to the value they bring to customers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002224.SGD":"Allianz Global High Payout SGD","BK4529":"IDC概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4554":"元宇宙及AR概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4515":"5G概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4535":"淡马锡持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","NVDA":"英伟达","BK4020":"通信设备","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4550":"红杉资本持仓","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4141":"半导体产品","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0079474960.USD":"联博美国增长基金A","BK4551":"寇图资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4512":"苹果概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413287659","content_text":"Following a quarter when Nvidia Corp. grew data-center revenue and earnings each by more than 400%, another number illustrates the company's dominance even more.Among the record-setting elements of Nvidia's $(NVDA)$ stunning fiscal fourth quarter was its 76% GAAP gross margin, which was up from 66% a year before. Nvidia forecasts that margin will remain around the same level for its ongoing quarter.Nvidia's gross margins appear to be the second highest in the semiconductor industry, behind only those of Arm Holdings PLC $(ARM)$, which licenses chip designs but doesn't sell its own chips directly. Arm's gross margins were roughly 93% in the December quarter.Unlike Arm, Nvidia incurs expenses for things like inventory and supply-chain distribution, which helps explain why the company's gross margin is lower. At the same time though, Nvidia's margins stand out among those elsewhere in the chip sector. Intel Corp. $(INTC)$ reported a gross profit margin of 46% while Advanced Micro Devices Inc. $(AMD)$ reported a 40% margin in the fourth quarter, according to FactSet.Admittedly, those companies have different business mixes. Intel and AMD make processor chips for PCs, among their other offerings, while Nvidia and AMD both have gaming-chip businesses. Plus, Intel manufactures its own semiconductors.Leaving mix aside, however, Nvidia's margins are so high in part because of the high prices the company is able to command for its products, due to their complex nature and their unstoppable demand. And Nvidia's chips really are complex - not just a motherboard with a graphics processor unit (GPU).\"People think that the Nvidia GPU is just a chip, but the Nvidia Hopper GPU has 35,000 parts. It weighs 70 pounds,\" Nvidia Chief Executive Jensen Huang said on the company's earnings call Wednesday. \"These are really complicated things we've built. People call it an AI supercomputer for good reason.\"The average cost of an H100 GPU is about $30,000.Nvidia did note that its margins for the latest quarter and the current one could represent a peak due to favorable component costs in the supply chain in the past few months. But Chief Financial Officer Colette Kress said Nvidia had \"visibility\" into a mid-70% gross margin for the balance of this fiscal year, which would take margins back to where they were before this latest high-water mark.In other words, even if Nvidia's margins come down a bit from here, they're still poised to sit above those from virtually every peer in the sector.Nvidia will also be ramping up its next-generation GPU product, called Blackwell, but it is also currently supply-constrained. That could pressure Nvidia's margins if it has to spend more on components that are in tight supply or if it cannot meet all the demand.Wall Street had been nervous about the demand for Nvidia's products and investors have been on the lookout for any signs that the boom is ending. The company talked up years of growth potential ahead, but the margin figures add an understated element to the story of Nvidia's prime positioning and help throw cold water on investors' skepticism.While Nvidia has had a near monopoly on the market for AI hardware so far, it will be facing more competition soon. Still, those record margins are clearly indicative that demand is continuing, and Nvidia should be able to command premium prices for its chips and accompanying systems due to the value they bring to customers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}