Profile - To The Moon

mickt

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- micktmickt
  ·2024-11-13
  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$
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- micktmickt
  ·2022-08-25
  Buy
  Tesla Shares Changed From up to Down in Morning Trading
  Tesla shares changed from up to down in morning trading. Tesla has completed its second stock split
  Tesla Shares Changed From up to Down in Morning Trading
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- micktmickt
  ·2022-08-09
  Buy
  Sorry, this post has been deleted
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- micktmickt
  ·2022-08-01
  $Apple(AAPL)$buy
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- micktmickt
  ·2022-07-29
  $Apple(AAPL)$buy
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- micktmickt
  ·2022-07-18
  Buy
  After a 26% Drop, Should You Give Up on Novavax?
  The shares are down -- but revenue and profit are on the rise.
  After a 26% Drop, Should You Give Up on Novavax?
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- micktmickt
  ·2022-07-13
  Buy
  Apple Hovers Above Competition Even As Smartphone Market Stumbles, Sources Say
  The global smartphone market may be in the toilet, but the iPhone 13 continues to sell well, and App
  Apple Hovers Above Competition Even As Smartphone Market Stumbles, Sources Say
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- micktmickt
  ·2022-07-07
  $99
  Is Nvidia Really A Bargain Or Is There More Pain Ahead?
  SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by le
  Is Nvidia Really A Bargain Or Is There More Pain Ahead?
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- micktmickt
  ·2022-07-06
  $Apple(AAPL)$..apll
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- micktmickt
  ·2022-06-30
  $Apple(AAPL)$too large font. So dumb
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class=\"title\">\nTesla Shares Changed From up to Down in Morning 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\">2022-08-25 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares changed from up to down in morning trading. Tesla has completed its second stock split on Aug. 24. The shares are trading at a split-adjusted price on Aug. 25.</p><p><img src=\"https://static.tigerbbs.com/c7d8bf6988c43ce7f67c8ad59d93ce9f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185873725","content_text":"Tesla shares changed from up to down in morning trading. Tesla has completed its second stock split on Aug. 24. The shares are trading at a split-adjusted price on Aug. 25.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904232101,"gmtCreate":1660051819806,"gmtModify":1703477340108,"author":{"id":"3583898456116036","authorId":"3583898456116036","name":"mickt","avatar":"https://static.tigerbbs.com/b524a9181cc4970fbdddc8aa3ad8b5ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583898456116036","authorIdStr":"3583898456116036"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904232101","repostId":"1164052302","repostType":4,"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908605886,"gmtCreate":1659367180545,"gmtModify":1705979585466,"author":{"id":"3583898456116036","authorId":"3583898456116036","name":"mickt","avatar":"https://static.tigerbbs.com/b524a9181cc4970fbdddc8aa3ad8b5ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583898456116036","authorIdStr":"3583898456116036"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>buy","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>buy","text":"$Apple(AAPL)$buy","images":[{"img":"https://community-static.tradeup.com/news/35870852f02ade27d00be336a1909463","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908605886","isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901028433,"gmtCreate":1659101532622,"gmtModify":1676536257598,"author":{"id":"3583898456116036","authorId":"3583898456116036","name":"mickt","avatar":"https://static.tigerbbs.com/b524a9181cc4970fbdddc8aa3ad8b5ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583898456116036","authorIdStr":"3583898456116036"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>buy","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>buy","text":"$Apple(AAPL)$buy","images":[{"img":"https://community-static.tradeup.com/news/1b2ef5c672559f9dac02326845637aa0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901028433","isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9075354171,"gmtCreate":1658153218593,"gmtModify":1676536113238,"author":{"id":"3583898456116036","authorId":"3583898456116036","name":"mickt","avatar":"https://static.tigerbbs.com/b524a9181cc4970fbdddc8aa3ad8b5ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583898456116036","authorIdStr":"3583898456116036"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075354171","repostId":"2252233672","repostType":4,"repost":{"id":"2252233672","kind":"highlight","pubTimestamp":1658150003,"share":"https://ttm.financial/m/news/2252233672?lang=&edition=full_marsco","pubTime":"2022-07-18 21:13","market":"us","language":"en","title":"After a 26% Drop, Should You Give Up on Novavax?","url":"https://stock-news.laohu8.com/highlight/detail?id=2252233672","media":"Motley Fool","summary":"The shares are down -- but revenue and profit are on the rise.","content":"<html><head></head><body><p>It was the moment we all were waiting for. The U.S. Food and Drug Administration (FDA) granted <b>Novavax</b>&#39;s coronavirus vaccine Emergency Use Authorization (EUA) last week. Originally, Novavax had hoped to win access to the U.S. market last year. But manufacturing struggles delayed its regulatory request by several months.</p><p>Meanwhile, Novavax has gained authorization in nearly 40 other countries over the past several months -- and started to generate revenue and profit from its vaccine. So, we might have expected the shares to climb following the nod from the U.S. Instead, they lost 26% in one trading session. Now, Novavax shares are down about 60% year to date. Does this mean it&#39;s time to give up on Novavax? Let&#39;s take a closer look.</p><h2>Reasons behind the decline</h2><p>There may be a few reasons behind Novavax&#39;s one-day drop. First, there&#39;s a bit of &#34;buy the rumor, sell the news&#34; going on. The stock actually climbed 22% from the first day of July until Novavax announced its product authorization on July 13.</p><p>The company already won a nod from an FDA advisory committee in June. The FDA doesn&#39;t have to follow the advisory committee&#39;s recommendation. But it usually does. So, investors clearly bet on Novavax winning here. And then some decided to lock in gains.</p><p>A bit of concern about Novavax&#39;s safety profile also may have hurt the shares last week. The European Medicines Agency added severe allergies as a possible side effect to watch for after vaccination. I wouldn&#39;t expect this to weigh on the shares for long though. Today&#39;s leading vaccines -- those of <b>Pfizer </b>and <b>Moderna</b> -- have had similar troubles.</p><p>Health authorities noted rare cases of heart inflammation following administration of the Pfizer and Moderna vaccines in teens and young men. These issues haven&#39;t hurt vaccine demand -- or share prices.</p><p>And, finally, Novavax&#39;s declines may also be due to a shift in investing trends. Investors aren&#39;t as excited about vaccine stocks as they were a year ago. This means there wasn&#39;t a rush to get in on Novavax after the EUA.</p><h2>What&#39;s next for Novavax</h2><p>All of this explains the recent share movement. Now let&#39;s have a look at what&#39;s next for Novavax.</p><p>The company already has shipped vaccine from its manufacturing site at the Serum Institute of India to the U.S. It&#39;s now waiting for vaccination policy recommendations from the Centers for Disease Control and Prevention. A CDC advisory committee will review the vaccine during a meeting tomorrow. After the CDC issues guidelines, vaccine rollout can begin.</p><p>The U.S. recently ordered 3.2 million doses of the Novavax vaccine. This isn&#39;t a huge number of doses. But it&#39;s not a surprise. About 67% of the U.S. population is fully vaccinated. So the opportunity in the U.S. today is limited.</p><p>Now, let&#39;s talk about whether you should give up on Novavax. The biotech company has predicted revenue of $4 billion to $5 billion this year. This is great news considering the company didn&#39;t have product revenue a year ago. The vaccine is Novavax&#39;s first commercialized product. Still, it&#39;s very far from the $32 billion in coronavirus vaccine revenue that Pfizer expects to generate this year.</p><p>It&#39;s also important to look at what may be down the road for Novavax. The company is farthest ahead in a race to develop a combined coronavirus/flu vaccine. Its candidate is set to enter phase 2 trials this year. Moderna also is working on a combined vaccine -- but its candidate is in preclinical studies. A combined candidate could be a leader in the coronavirus market of the future. It&#39;s an easy option that may attract the population that usually goes for a flu shot.</p><h2>A future winner?</h2><p>Novavax may not be a market leader now. But it could be in the future.</p><p>All of this means the shares may take a while to advance. As I mentioned above, vaccine stocks aren&#39;t as popular as they were earlier in the pandemic. And Novavax will need some time to show its coronavirus vaccine can drive revenue over the long term.</p><p>What&#39;s an investor to do? I don&#39;t think now is the time to give up on this biotech stock. I&#39;m still optimistic about Novavax. Today, it&#39;s better off than it was a year ago. It&#39;s generating product revenue and profit. It&#39;s carving out a spot in the market. And in the future, it may release a product with market-leading potential.</p><p>That said, Novavax doesn&#39;t belong in every portfolio. It remains a risky stock. Novavax&#39;s share of the market may remain small. And it&#39;s too early to say whether Novavax -- and rivals -- will be able to bring a combined vaccine to market. Investors who are uncomfortable with these risks may not want to stick around.</p><p>But investors with tolerance for risk -- and the patience to wait a few years -- might want to hold onto this vaccine player. If Novavax maintains a share of the vaccine market and eventually succeeds with a combination product, rewards down the road may be big.</p></body></html>","source":"fool_stock","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>After a 26% Drop, Should You Give Up on Novavax?</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\">\nAfter a 26% Drop, Should You Give Up on Novavax?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 21:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/18/after-a-26-drop-should-you-give-up-on-novavax/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was the moment we all were waiting for. The U.S. Food and Drug Administration (FDA) granted Novavax's coronavirus vaccine Emergency Use Authorization (EUA) last week. Originally, Novavax had hoped ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/18/after-a-26-drop-should-you-give-up-on-novavax/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2022/07/18/after-a-26-drop-should-you-give-up-on-novavax/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252233672","content_text":"It was the moment we all were waiting for. The U.S. Food and Drug Administration (FDA) granted Novavax's coronavirus vaccine Emergency Use Authorization (EUA) last week. Originally, Novavax had hoped to win access to the U.S. market last year. But manufacturing struggles delayed its regulatory request by several months.Meanwhile, Novavax has gained authorization in nearly 40 other countries over the past several months -- and started to generate revenue and profit from its vaccine. So, we might have expected the shares to climb following the nod from the U.S. Instead, they lost 26% in one trading session. Now, Novavax shares are down about 60% year to date. Does this mean it's time to give up on Novavax? Let's take a closer look.Reasons behind the declineThere may be a few reasons behind Novavax's one-day drop. First, there's a bit of \"buy the rumor, sell the news\" going on. The stock actually climbed 22% from the first day of July until Novavax announced its product authorization on July 13.The company already won a nod from an FDA advisory committee in June. The FDA doesn't have to follow the advisory committee's recommendation. But it usually does. So, investors clearly bet on Novavax winning here. And then some decided to lock in gains.A bit of concern about Novavax's safety profile also may have hurt the shares last week. The European Medicines Agency added severe allergies as a possible side effect to watch for after vaccination. I wouldn't expect this to weigh on the shares for long though. Today's leading vaccines -- those of Pfizer and Moderna -- have had similar troubles.Health authorities noted rare cases of heart inflammation following administration of the Pfizer and Moderna vaccines in teens and young men. These issues haven't hurt vaccine demand -- or share prices.And, finally, Novavax's declines may also be due to a shift in investing trends. Investors aren't as excited about vaccine stocks as they were a year ago. This means there wasn't a rush to get in on Novavax after the EUA.What's next for NovavaxAll of this explains the recent share movement. Now let's have a look at what's next for Novavax.The company already has shipped vaccine from its manufacturing site at the Serum Institute of India to the U.S. It's now waiting for vaccination policy recommendations from the Centers for Disease Control and Prevention. A CDC advisory committee will review the vaccine during a meeting tomorrow. After the CDC issues guidelines, vaccine rollout can begin.The U.S. recently ordered 3.2 million doses of the Novavax vaccine. This isn't a huge number of doses. But it's not a surprise. About 67% of the U.S. population is fully vaccinated. So the opportunity in the U.S. today is limited.Now, let's talk about whether you should give up on Novavax. The biotech company has predicted revenue of $4 billion to $5 billion this year. This is great news considering the company didn't have product revenue a year ago. The vaccine is Novavax's first commercialized product. Still, it's very far from the $32 billion in coronavirus vaccine revenue that Pfizer expects to generate this year.It's also important to look at what may be down the road for Novavax. The company is farthest ahead in a race to develop a combined coronavirus/flu vaccine. Its candidate is set to enter phase 2 trials this year. Moderna also is working on a combined vaccine -- but its candidate is in preclinical studies. A combined candidate could be a leader in the coronavirus market of the future. It's an easy option that may attract the population that usually goes for a flu shot.A future winner?Novavax may not be a market leader now. But it could be in the future.All of this means the shares may take a while to advance. As I mentioned above, vaccine stocks aren't as popular as they were earlier in the pandemic. And Novavax will need some time to show its coronavirus vaccine can drive revenue over the long term.What's an investor to do? I don't think now is the time to give up on this biotech stock. I'm still optimistic about Novavax. Today, it's better off than it was a year ago. It's generating product revenue and profit. It's carving out a spot in the market. And in the future, it may release a product with market-leading potential.That said, Novavax doesn't belong in every portfolio. It remains a risky stock. Novavax's share of the market may remain small. And it's too early to say whether Novavax -- and rivals -- will be able to bring a combined vaccine to market. Investors who are uncomfortable with these risks may not want to stick around.But investors with tolerance for risk -- and the patience to wait a few years -- might want to hold onto this vaccine player. If Novavax maintains a share of the vaccine market and eventually succeeds with a combination product, rewards down the road may be big.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078492128,"gmtCreate":1657725522664,"gmtModify":1676536051936,"author":{"id":"3583898456116036","authorId":"3583898456116036","name":"mickt","avatar":"https://static.tigerbbs.com/b524a9181cc4970fbdddc8aa3ad8b5ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583898456116036","authorIdStr":"3583898456116036"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078492128","repostId":"2251815360","repostType":4,"repost":{"id":"2251815360","kind":"highlight","pubTimestamp":1657721360,"share":"https://ttm.financial/m/news/2251815360?lang=&edition=full_marsco","pubTime":"2022-07-13 22:09","market":"us","language":"en","title":"Apple Hovers Above Competition Even As Smartphone Market Stumbles, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2251815360","media":"StreetInsider","summary":"The global smartphone market may be in the toilet, but the iPhone 13 continues to sell well, and App","content":"<html><head></head><body><p>The global smartphone market may be in the toilet, but the iPhone 13 continues to sell well, and Apple Inc is expecting its upcoming iPhone 14 to do even better at launch.</p><p>Apple&#39;s slightly higher expectations for the forthcoming iPhone 14 underscore a growing belief among Wall Street analysts that the Cupertino, California company&#39;s sales are likely to hold up better than the broader smartphone industry if major economies enter a recession.</p><p>Apple, which reports its fiscal third quarter earnings on July 28, conveyed its expectations to suppliers in initial forecasts as it carries out trial production of the iPhone 14, sources with direct knowledge of the matter told Reuters.</p><p>With Apple sitting at the higher end of the market, analysts believe that inflation in core items like food and fuel have taken a lesser toll on its relatively affluent user base. That comes as industry watchers such as Fubon Securities Investment Services Co chairman Charles Hsiao believe demand for consumer electronics will slow overall this year and next.</p><p>An economic slowdown in China has already taken a huge bite out of the smartphone market, pulling global sales down 10% year over year to 96 million units in May, the most recent month for which full figures were available, according to Counterpoint Research. It&#39;s only the second time in nearly a decade that the monthly figure has slipped below 100 million handsets, the firm said.</p><p>But two iPhone supply chain sources with direct knowledge of the matter told Reuters that iPhone sales have continued to do well in July despite signs of cooling market demand for other smartphone makers.</p><p>&#34;Others are starting to take a hit,” one of the sources said.</p><p>The second source said July shipments for the iPhone 13 from one factory were a third higher than July last year. That pattern was especially unusual because sales of current iPhone models tend to slow down in July and August as consumers await new models that Apple traditionally releases in September.</p><p>“Judging by shipment, sales of iPhone 13 are fairly good,&#34; the second source said.</p><p>The iPhone has continued to sell well late into its cycle in part because &#34;China demand rebounded sharply after lockdowns ended and the iPhone was a beneficiary&#34; of a June shopping holiday in China, Cowen analyst Krish Sankar wrote in a note to clients.</p><p>In keeping with its annual schedule, Apple has started trial production of the iPhone 13&#39;s successor with the goal of ramping up mass production in August so the devices can start shipping in the fall. The initial shipment forecasts Apple has given suppliers is “slightly higher” than that of iPhone 13 a year ago, the second source said.</p><p>“It’s slightly higher than last year. It’s good, but not explosively good,&#34; the second source said.</p><p>For the just-ended fiscal third quarter, some Wall Street analysts are bracing for a slight decline in iPhone 13 shipments even if volumes are higher at some individual factories. But analysts still expect the iPhone to fare better than rivals. Cowen, for example, expects Apple handset shipments to be down about 1% for the just-ended quarter, while overall handset shipments could be down as much as 13%.</p><p>The divergence between Apple and the Android market is rippling through Apple&#39;s supply chain.</p><p>“For Samsung’s display unit, a better-than-expected performance in Q2 is expected due to shipments for iPhones, which is the only smartphone with strong sales,” said Song Myung-sup, analyst at HI Investment &amp; Securities.</p><p>Cowen held steady its &#34;outperform&#34; rating on shares of chipmaker Skyworks Solutions Inc, noting that it gets about 55% of its revenues from Apple for a radio chip in the iPhone. Skyworks rival Qorvo Inc, by contrast, gets 30% of its revenue from Apple and has greater exposure to the Android phone market. Cowen downgraded Qorvo to &#34;market perform.&#34;</p><p>&#34;Skyworks’ greater relative exposure to Apple in its mobile business likely insulates the company in the near term from significant impacts associated with ... downward demand revisions,&#34; Cowen analyst Matt Ramsay wrote in a note to clients.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Hovers Above Competition Even As Smartphone Market Stumbles, Sources Say</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\">\nApple Hovers Above Competition Even As Smartphone Market Stumbles, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 22:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20321117><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The global smartphone market may be in the toilet, but the iPhone 13 continues to sell well, and Apple Inc is expecting its upcoming iPhone 14 to do even better at launch.Apple's slightly higher ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20321117\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20321117","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251815360","content_text":"The global smartphone market may be in the toilet, but the iPhone 13 continues to sell well, and Apple Inc is expecting its upcoming iPhone 14 to do even better at launch.Apple's slightly higher expectations for the forthcoming iPhone 14 underscore a growing belief among Wall Street analysts that the Cupertino, California company's sales are likely to hold up better than the broader smartphone industry if major economies enter a recession.Apple, which reports its fiscal third quarter earnings on July 28, conveyed its expectations to suppliers in initial forecasts as it carries out trial production of the iPhone 14, sources with direct knowledge of the matter told Reuters.With Apple sitting at the higher end of the market, analysts believe that inflation in core items like food and fuel have taken a lesser toll on its relatively affluent user base. That comes as industry watchers such as Fubon Securities Investment Services Co chairman Charles Hsiao believe demand for consumer electronics will slow overall this year and next.An economic slowdown in China has already taken a huge bite out of the smartphone market, pulling global sales down 10% year over year to 96 million units in May, the most recent month for which full figures were available, according to Counterpoint Research. It's only the second time in nearly a decade that the monthly figure has slipped below 100 million handsets, the firm said.But two iPhone supply chain sources with direct knowledge of the matter told Reuters that iPhone sales have continued to do well in July despite signs of cooling market demand for other smartphone makers.\"Others are starting to take a hit,” one of the sources said.The second source said July shipments for the iPhone 13 from one factory were a third higher than July last year. That pattern was especially unusual because sales of current iPhone models tend to slow down in July and August as consumers await new models that Apple traditionally releases in September.“Judging by shipment, sales of iPhone 13 are fairly good,\" the second source said.The iPhone has continued to sell well late into its cycle in part because \"China demand rebounded sharply after lockdowns ended and the iPhone was a beneficiary\" of a June shopping holiday in China, Cowen analyst Krish Sankar wrote in a note to clients.In keeping with its annual schedule, Apple has started trial production of the iPhone 13's successor with the goal of ramping up mass production in August so the devices can start shipping in the fall. The initial shipment forecasts Apple has given suppliers is “slightly higher” than that of iPhone 13 a year ago, the second source said.“It’s slightly higher than last year. It’s good, but not explosively good,\" the second source said.For the just-ended fiscal third quarter, some Wall Street analysts are bracing for a slight decline in iPhone 13 shipments even if volumes are higher at some individual factories. But analysts still expect the iPhone to fare better than rivals. Cowen, for example, expects Apple handset shipments to be down about 1% for the just-ended quarter, while overall handset shipments could be down as much as 13%.The divergence between Apple and the Android market is rippling through Apple's supply chain.“For Samsung’s display unit, a better-than-expected performance in Q2 is expected due to shipments for iPhones, which is the only smartphone with strong sales,” said Song Myung-sup, analyst at HI Investment & Securities.Cowen held steady its \"outperform\" rating on shares of chipmaker Skyworks Solutions Inc, noting that it gets about 55% of its revenues from Apple for a radio chip in the iPhone. Skyworks rival Qorvo Inc, by contrast, gets 30% of its revenue from Apple and has greater exposure to the Android phone market. Cowen downgraded Qorvo to \"market perform.\"\"Skyworks’ greater relative exposure to Apple in its mobile business likely insulates the company in the near term from significant impacts associated with ... downward demand revisions,\" Cowen analyst Matt Ramsay wrote in a note to clients.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079217153,"gmtCreate":1657203912572,"gmtModify":1676535968873,"author":{"id":"3583898456116036","authorId":"3583898456116036","name":"mickt","avatar":"https://static.tigerbbs.com/b524a9181cc4970fbdddc8aa3ad8b5ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583898456116036","authorIdStr":"3583898456116036"},"themes":[],"htmlText":"$99","listText":"$99","text":"$99","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079217153","repostId":"2249459423","repostType":4,"repost":{"id":"2249459423","kind":"news","pubTimestamp":1657208203,"share":"https://ttm.financial/m/news/2249459423?lang=&edition=full_marsco","pubTime":"2022-07-07 23:36","market":"us","language":"en","title":"Is Nvidia Really A Bargain Or Is There More Pain Ahead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2249459423","media":"Seeking Alpha","summary":"SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by le","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.</li><li>Although this dynamic is counterintuitive to Nvidia&#39;s improving business fundamentals, there is a solid reason for it.</li><li>Unfortunately for shareholders who bought at the highs, the company&#39;s share price might not recover to its 2021 highs anytime soon.</li></ul><p>About ten months ago I took a deep dive into <a href=\"https://laohu8.com/S/NVDA\">NVIDIA&#39;s</a> share price and laid out my thesis on why investors should be less concerned about the company&#39;s business fundamentals and laser focused on its momentum exposure.</p><p>Although thismight sound counterintuitive, since sooner or later fundamentals matter, Nvidia is still at the mercy of factors that have little to do with the company&#39;s actual performance. That is why, since September of last year, the company lost nearly 35% of its value, while at the same time the S&amp;P 500 fell by slightly less than 15%.</p><p><img src=\"https://static.tigerbbs.com/fdb65cce970f34d2aeacdfd2b31ac71d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Such a large drop relative to the broader market was disappointing even when adjusting for Nvidia&#39;s high beta of 1.6. Contrary to this abysmal share price performance, however, the company continued to grow its quarterly sales numbers at a nearly 50% rate.</p><p><img src=\"https://static.tigerbbs.com/39e15815bfc09727371b477bf89f4a94\" tg-width=\"640\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/>Not only that, but both gross and operating margins continued to improve over the past few quarters since I covered the company.</p><p><img src=\"https://static.tigerbbs.com/89db1405a7e4c9d299b65404553554a0\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/>A somehow slowing topline growth rate could be partially to blame, however, Nvidia&#39;s revenue forward growth rate is not very different now from what it was back in September of 2021.</p><p><img src=\"https://static.tigerbbs.com/603bf1b08117128bd80fd3deae02c63f\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/>As a matter of fact, AMD (AMD) forward revenue growth rate is much higher now than it was back then and yet the company&#39;s share price performed remarkably similar to that of Nvidia, thus also significantly underperforming the S&amp;P 500 even on a risk adjusted basis.</p><p><img src=\"https://static.tigerbbs.com/feae396374468950c5e366af1e28a850\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><h3>So what happened?</h3><p>To put it briefly, the risk that I highlighted in September materialized. Although I will not go into the details again in this article, I will highlight that momentum exposure of Nvidia combined with the monetary tightening (or at least the expectations of it) were the main factors for the company&#39;s poor performance during the past 10-month period.</p><p>I also explained how the whole process works in my thought piece called &#39;The Cloud Space In Numbers: What Matters The Most&#39;, where I did a case study based on another high-growth sector.</p><p>Monetary tightening has a profound impact on high duration stocks and unfortunately, Nvidia is still one of the most heavily exposed companies to rising interest rates in the semiconductor space.</p><p><img src=\"https://static.tigerbbs.com/06f73d8185b657e7c3045f0fdd9e39e1\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/>Even though the relationship between forward revenue growth rate and forward P/E ratios has weakened significantly since September of last year, the flattening of the slope of the trend line above was what caused the companies at the top right-hand corner to perform so poorly even as their business fundamentals improved.</p><p>One of the reasons why Nvidia is still so far above the trend line above, is that in addition to its industry-leading growth rate, it also has one of the highest margins within the broader semiconductors peer group. The premium pricing of Nvidia&#39;s GPUs also sets it apart from AMD, which is valued at much lower multiples.</p><h3>Is Nvidia stock a bargain?</h3><p>Nvidia is arguably one of the highest quality semiconductor companies, with enormous growth opportunities in data centers and the automotive sector. However, it now trades at more than twice the industry average forward P/E ratio.</p><p><img src=\"https://static.tigerbbs.com/7856a9f7e7b2dace82df33f3ec1bfc4e\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/>Moreover, recent developments in the GPU market, resulted in never before seen premiums for Nvidia&#39;s products on the back of robust demand from consumers, data centers and cryptocurrency miners. All that propelled margins to levels far above its historical results and the sector median estimates.</p><p><img src=\"https://static.tigerbbs.com/4ed63ee078dc5e43574939faba9caa43\" tg-width=\"494\" tg-height=\"188\" referrerpolicy=\"no-referrer\"/>This, however, does not mean that Nvidia is suddenly a bargain, simply because a high growth and highly profitable company is trading at forward Non-GAAP P/E ratio of below 30x.</p><p>The main reason why the absolute value of its forward P/E ratio could be misleading is that the semiconductor industry is highly cyclical. Therefore, during cycle peaks, P/E ratios tend to be low due to high profits and share prices reflecting the risk of slower future sales growth.</p><p>Although, the recent push towards digitalization has somehow dispelled the risk of semiconductors being cyclical, the industry remains closely related to the business cycle (see below).</p><p><img src=\"https://static.tigerbbs.com/0dd24b3cbc9dfbd04a89a8c6cdb27818\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/>More importantly for Nvidia&#39;s share price, however, is the fact that it still exhibits high correlation with the MTUM less VLUE index - an index that takes a long position in iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in iShares Edge MSCI USA Value Factor ETF (VLUE).</p><p><img src=\"https://static.tigerbbs.com/e8d575869822d2149a84ac8caea4fcf5\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/>As a result, Nvidia&#39;s share price will continue to be highly sensitive to the momentum trade and more specifically to the overall liquidity in the equity market. Having said that, should the current monetary tightening cycle continue, Nvidia will likely continue to underperform even in the case of the company&#39;s fundamentals remaining strong.</p><p>On the contrary, should the Federal Reserve reverse course and embark on yet another monetary loosening journey, then Nvidia could potentially return to its 2021&#39;s highs. Although such a scenario should not be ruled out, it remains highly uncertain. Moreover, if it does not occur, then it will take many years before Nvidia returns to its all-time highs, all that provided that the company retains its industry leadership.</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>Is Nvidia Really A Bargain Or Is There More Pain Ahead?</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\">\nIs Nvidia Really A Bargain Or Is There More Pain Ahead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.Although this dynamic is counterintuitive to Nvidia's improving ...</p>\n\n<a href=\"https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249459423","content_text":"SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.Although this dynamic is counterintuitive to Nvidia's improving business fundamentals, there is a solid reason for it.Unfortunately for shareholders who bought at the highs, the company's share price might not recover to its 2021 highs anytime soon.About ten months ago I took a deep dive into NVIDIA's share price and laid out my thesis on why investors should be less concerned about the company's business fundamentals and laser focused on its momentum exposure.Although thismight sound counterintuitive, since sooner or later fundamentals matter, Nvidia is still at the mercy of factors that have little to do with the company's actual performance. That is why, since September of last year, the company lost nearly 35% of its value, while at the same time the S&P 500 fell by slightly less than 15%.Such a large drop relative to the broader market was disappointing even when adjusting for Nvidia's high beta of 1.6. Contrary to this abysmal share price performance, however, the company continued to grow its quarterly sales numbers at a nearly 50% rate.Not only that, but both gross and operating margins continued to improve over the past few quarters since I covered the company.A somehow slowing topline growth rate could be partially to blame, however, Nvidia's revenue forward growth rate is not very different now from what it was back in September of 2021.As a matter of fact, AMD (AMD) forward revenue growth rate is much higher now than it was back then and yet the company's share price performed remarkably similar to that of Nvidia, thus also significantly underperforming the S&P 500 even on a risk adjusted basis.So what happened?To put it briefly, the risk that I highlighted in September materialized. Although I will not go into the details again in this article, I will highlight that momentum exposure of Nvidia combined with the monetary tightening (or at least the expectations of it) were the main factors for the company's poor performance during the past 10-month period.I also explained how the whole process works in my thought piece called 'The Cloud Space In Numbers: What Matters The Most', where I did a case study based on another high-growth sector.Monetary tightening has a profound impact on high duration stocks and unfortunately, Nvidia is still one of the most heavily exposed companies to rising interest rates in the semiconductor space.Even though the relationship between forward revenue growth rate and forward P/E ratios has weakened significantly since September of last year, the flattening of the slope of the trend line above was what caused the companies at the top right-hand corner to perform so poorly even as their business fundamentals improved.One of the reasons why Nvidia is still so far above the trend line above, is that in addition to its industry-leading growth rate, it also has one of the highest margins within the broader semiconductors peer group. The premium pricing of Nvidia's GPUs also sets it apart from AMD, which is valued at much lower multiples.Is Nvidia stock a bargain?Nvidia is arguably one of the highest quality semiconductor companies, with enormous growth opportunities in data centers and the automotive sector. However, it now trades at more than twice the industry average forward P/E ratio.Moreover, recent developments in the GPU market, resulted in never before seen premiums for Nvidia's products on the back of robust demand from consumers, data centers and cryptocurrency miners. All that propelled margins to levels far above its historical results and the sector median estimates.This, however, does not mean that Nvidia is suddenly a bargain, simply because a high growth and highly profitable company is trading at forward Non-GAAP P/E ratio of below 30x.The main reason why the absolute value of its forward P/E ratio could be misleading is that the semiconductor industry is highly cyclical. Therefore, during cycle peaks, P/E ratios tend to be low due to high profits and share prices reflecting the risk of slower future sales growth.Although, the recent push towards digitalization has somehow dispelled the risk of semiconductors being cyclical, the industry remains closely related to the business cycle (see below).More importantly for Nvidia's share price, however, is the fact that it still exhibits high correlation with the MTUM less VLUE index - an index that takes a long position in iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in iShares Edge MSCI USA Value Factor ETF (VLUE).As a result, Nvidia's share price will continue to be highly sensitive to the momentum trade and more specifically to the overall liquidity in the equity market. Having said that, should the current monetary tightening cycle continue, Nvidia will likely continue to underperform even in the case of the company's fundamentals remaining strong.On the contrary, should the Federal Reserve reverse course and embark on yet another monetary loosening journey, then Nvidia could potentially return to its 2021's highs. Although such a scenario should not be ruled out, it remains highly uncertain. Moreover, if it does not occur, then it will take many years before Nvidia returns to its all-time highs, all that provided that the company retains its industry leadership.","news_type":1},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070743483,"gmtCreate":1657114693042,"gmtModify":1676535951490,"author":{"id":"3583898456116036","authorId":"3583898456116036","name":"mickt","avatar":"https://static.tigerbbs.com/b524a9181cc4970fbdddc8aa3ad8b5ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583898456116036","authorIdStr":"3583898456116036"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>..apll","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>..apll","text":"$Apple(AAPL)$..apll","images":[{"img":"https://community-static.tradeup.com/news/29cad0f00efff510078c5f5085fec29a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070743483","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9045827817,"gmtCreate":1656598315339,"gmtModify":1676535860387,"author":{"id":"3583898456116036","authorId":"3583898456116036","name":"mickt","avatar":"https://static.tigerbbs.com/b524a9181cc4970fbdddc8aa3ad8b5ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583898456116036","authorIdStr":"3583898456116036"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>too large font. So dumb","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>too large font. So dumb","text":"$Apple(AAPL)$too large font. So dumb","images":[{"img":"https://community-static.tradeup.com/news/16bf301c15e406d796199ec2a0778e58","width":"1080","height":"2248"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045827817","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}