Profile - To The Moon

MikeeS

Posts · 8Posts · 8
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- MikeeSMikeeS
  ·10-09
  Stocks in the red means it's a sale so time to load up!😊
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- MikeeSMikeeS
  ·08-28
  $NVIDIA Corp(NVDA)$ i think thr need for powerful hardware will continue to bring this company to higher revenue especially when folks really get into AI and its various applications. It will be hard for this company to fail. Whether you buy now or after earnings doesn't matter, you will enjoy the high ride.
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- MikeeSMikeeS
  ·06-21
  Company will be on top or will remain one of the AI company in next 5 years because they customize solutions to fit customers... providers like AVGO need to grow with it's customers... win - win
  Where Will Broadcom Stock Be in 5 Years?
  This technology hardware company is soaring amid artificial intelligence-related demand.
  Where Will Broadcom Stock Be in 5 Years?
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- MikeeSMikeeS
  ·06-19
  Buy buy buy...
  Sorry, this post has been deleted
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- MikeeSMikeeS
  ·06-14
  $Moody's(MCO)$ comparing with MSCI, CME, and SPGI ...
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- MikeeSMikeeS
  ·06-14
  I buy NVDA before stock split. I enjoying 80% gains at moment. Plan to buy more at current price range.
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- MikeeSMikeeS
  ·06-08
  I believe AI will catapult NVDA to great highs
  Apple Needs an AI Miracle at WWDC. The Stock Is Counting on It
  Stay tuned.)Just how an Apple-OpenAI relationship would work is murky. Google pays Apple a whopping $20 billion a year to be the default search engine on iPhones and in the Safari web browser; Google in return gets search traffic it monetizes with ads.In the case of AI, the monetization options are less clear. The cash flows could conceivably reverse, with Apple paying OpenAI—and in turn Microsoft—for the compute time required by users’ generative AI requests. Apple theoretically benefits indire
  Apple Needs an AI Miracle at WWDC. The Stock Is Counting on It
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- MikeeSMikeeS
  ·06-02
  $T. Rowe Price(TROW)$ [LOL]
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It will be hard for this company to fail.&nbsp; Whether you buy now or after earnings doesn't matter, you will enjoy the high ride.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> i think thr need for powerful hardware will continue to bring this company to higher revenue especially when folks really get into AI and its various applications. It will be hard for this company to fail.&nbsp; Whether you buy now or after earnings doesn't matter, you will enjoy the high ride.","text":"$NVIDIA Corp(NVDA)$ i think thr need for powerful hardware will continue to bring this company to higher revenue especially when folks really get into AI and its various applications. It will be hard for this company to fail. Whether you buy now or after earnings doesn't matter, you will enjoy the high ride.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343175421554912","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319259617341616,"gmtCreate":1718973052800,"gmtModify":1718973057997,"author":{"id":"4164457557427622","authorId":"4164457557427622","name":"MikeeS","avatar":"https://community-static.tradeup.com/news/d597235dc725fcbaf6760e53bf3eb4a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4164457557427622","authorIdStr":"4164457557427622"},"themes":[],"htmlText":"Company will be on top or will remain one of the AI company in next 5 years because they customize solutions to fit customers... providers like AVGO need to grow with it's customers... win - win&nbsp;","listText":"Company will be on top or will remain one of the AI company in next 5 years because they customize solutions to fit customers... providers like AVGO need to grow with it's customers... win - win&nbsp;","text":"Company will be on top or will remain one of the AI company in next 5 years because they customize solutions to fit customers... providers like AVGO need to grow with it's customers... win - win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319259617341616","repostId":"2445758365","repostType":2,"repost":{"id":"2445758365","pubTimestamp":1718969660,"share":"https://ttm.financial/m/news/2445758365?lang=&edition=fundamental","pubTime":"2024-06-21 19:34","market":"us","language":"en","title":"Where Will Broadcom Stock Be in 5 Years?","url":"https://stock-news.laohu8.com/highlight/detail?id=2445758365","media":"Motley Fool","summary":"This technology hardware company is soaring amid artificial intelligence-related demand.","content":"<html><head></head><body><ul style=\"\"><li><p>Broadcom is a picks-and-shovels way for investors to bet on AI.</p></li><li><p>The company recently announced a 10-for-1 stock split expected to go live next month.</p></li></ul><p>With shares up by over 500% over the last five years, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> has been a big winner in the artificial intelligence (AI) boom. Let&#39;s dig deeper into the pros and cons of the stock to determine if it can generate similar returns over the next half-decade.</p><h2 id=\"id_3069618799\">Why Broadcom?</h2><p>The current iteration of <strong>Broadcom</strong> came to be from the 2016 merger of Avago Technologies and Broadcom Corporation to unlock synergies and better meet the demands of large clients. It specializes in semiconductor products, enterprise software, and data center equipment. And it emerged alongside <strong>Nvidia</strong> as an ideal way for investors to bet on the picks and shovels of the AI gold rush.</p><p>Unlike Nvidia, which is mainly known for its high-end general-purpose graphics processing units (GPUs) like the H100 and A100 (which train ChatGPT), Broadcom focuses on client customization.</p><p>The company is a leader in the market for application-specific integrated circuits (ASICs), which are chips designed specifically for a particular company&#39;s use case. Broadcom&#39;s more than three decades of custom chipmaking have given it the experience and customer relationships needed to quickly pivot to the growing AI-related demand. The company&#39;s major clients include <strong>Alphabet</strong>&#39;s Google and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>.</strong></p><h2 id=\"id_3878708380\">Business is booming</h2><p>AI-related excitement is helping boost Broadcom&#39;s operational results. Second-quarter revenue jumped 43% year over year to $12.49 million, powered by demand for data center hardware and Broadcom&#39;s recent acquisition of VMware, a software company specializing in virtual machines, which run programs and deploy apps on the cloud.</p><p>While Broadcom is far from a pure play on AI, its footprint in different technology niches gives it welcome diversification. And while this strategy could limit near-term growth relative to more specialized rivals like Nvidia (which saw sales jump 262% in its most recent quarter), it gives Broadcom investors more safety because it is less vulnerable to a potential slowdown in AI chip demand.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1de288245177749f73edabe4a6e49274\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"525\"/><span>Image source: Getty Images.</span></p><p>Over the next five years, the chip industry may eventually face overcapacity as technological progress begins to plateau and data center clients stop upgrading their hardware as frequently. So Broadcom&#39;s diversification could become more useful over time.</p><p>Broadcom&#39;s bottom line is also impressive, with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $7.43 billion -- a whopping 59% of revenue. This metric adds back non-cash expenses like stock-based compensation and temporary restructuring charges related to its recent buyout of VMware.</p><h2 id=\"id_448010390\">Is Broadcom stock a buy before the stock split?</h2><p>Despite its healthy fundamentals, Broadcom started capturing many retail investors&#39; attention after announcing a massive 10-for-1 stock split, designed to slash its quadruple-digit stock price by 90% when it goes live on July 15. Stock splits don&#39;t change a company&#39;s market cap (the value of all its shares combined) or its valuation relative to earnings. But they can make shares more liquid and serve as a powerful signal that a company&#39;s equity is moving in the right direction.</p><p>But regardless of the stock split, Broadcom looks like a solid way to bet on the long-term future of the AI industry.</p><p>The company is growing at a respectable clip, and its diversification into different types of technology could provide a layer of protection against a potential slowdown in chip demand. With a forward price-to-earnings (P/E) multiple of 38, it is also relatively affordable compared to Nvidia, which trades for 52 times projected earnings. Broadcom looks capable of outperforming over the next five years and beyond.</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>Where Will Broadcom Stock Be in 5 Years?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhere Will Broadcom Stock Be in 5 Years?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 19:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/21/where-will-broadcom-stock-be-in-5-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Broadcom is a picks-and-shovels way for investors to bet on AI.The company recently announced a 10-for-1 stock split expected to go live next month.With shares up by over 500% over the last five years...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/21/where-will-broadcom-stock-be-in-5-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4573":"虚拟现实","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4512":"苹果概念","BK4574":"无人驾驶","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","AVGO":"博通","BK4514":"搜索引擎","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4579":"人工智能","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK4529":"IDC概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4592":"伊斯兰概念","BK4515":"5G概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4575":"芯片概念","BK4553":"喜马拉雅资本持仓","BK4576":"AR","BK4585":"ETF&股票定投概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4525":"远程办公概念","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4077":"互动媒体与服务","BK4588":"碎股","BK4550":"红杉资本持仓","LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0557290698.USD":"施罗德环球可持续增长基金","BK4551":"寇图资本持仓","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC"},"source_url":"https://www.fool.com/investing/2024/06/21/where-will-broadcom-stock-be-in-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445758365","content_text":"Broadcom is a picks-and-shovels way for investors to bet on AI.The company recently announced a 10-for-1 stock split expected to go live next month.With shares up by over 500% over the last five years, Broadcom has been a big winner in the artificial intelligence (AI) boom. Let's dig deeper into the pros and cons of the stock to determine if it can generate similar returns over the next half-decade.Why Broadcom?The current iteration of Broadcom came to be from the 2016 merger of Avago Technologies and Broadcom Corporation to unlock synergies and better meet the demands of large clients. It specializes in semiconductor products, enterprise software, and data center equipment. And it emerged alongside Nvidia as an ideal way for investors to bet on the picks and shovels of the AI gold rush.Unlike Nvidia, which is mainly known for its high-end general-purpose graphics processing units (GPUs) like the H100 and A100 (which train ChatGPT), Broadcom focuses on client customization.The company is a leader in the market for application-specific integrated circuits (ASICs), which are chips designed specifically for a particular company's use case. Broadcom's more than three decades of custom chipmaking have given it the experience and customer relationships needed to quickly pivot to the growing AI-related demand. The company's major clients include Alphabet's Google and Meta Platforms.Business is boomingAI-related excitement is helping boost Broadcom's operational results. Second-quarter revenue jumped 43% year over year to $12.49 million, powered by demand for data center hardware and Broadcom's recent acquisition of VMware, a software company specializing in virtual machines, which run programs and deploy apps on the cloud.While Broadcom is far from a pure play on AI, its footprint in different technology niches gives it welcome diversification. And while this strategy could limit near-term growth relative to more specialized rivals like Nvidia (which saw sales jump 262% in its most recent quarter), it gives Broadcom investors more safety because it is less vulnerable to a potential slowdown in AI chip demand.Image source: Getty Images.Over the next five years, the chip industry may eventually face overcapacity as technological progress begins to plateau and data center clients stop upgrading their hardware as frequently. So Broadcom's diversification could become more useful over time.Broadcom's bottom line is also impressive, with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $7.43 billion -- a whopping 59% of revenue. This metric adds back non-cash expenses like stock-based compensation and temporary restructuring charges related to its recent buyout of VMware.Is Broadcom stock a buy before the stock split?Despite its healthy fundamentals, Broadcom started capturing many retail investors' attention after announcing a massive 10-for-1 stock split, designed to slash its quadruple-digit stock price by 90% when it goes live on July 15. Stock splits don't change a company's market cap (the value of all its shares combined) or its valuation relative to earnings. But they can make shares more liquid and serve as a powerful signal that a company's equity is moving in the right direction.But regardless of the stock split, Broadcom looks like a solid way to bet on the long-term future of the AI industry.The company is growing at a respectable clip, and its diversification into different types of technology could provide a layer of protection against a potential slowdown in chip demand. With a forward price-to-earnings (P/E) multiple of 38, it is also relatively affordable compared to Nvidia, which trades for 52 times projected earnings. Broadcom looks capable of outperforming over the next five years and beyond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318510299279480,"gmtCreate":1718771956121,"gmtModify":1718771959883,"author":{"id":"4164457557427622","authorId":"4164457557427622","name":"MikeeS","avatar":"https://community-static.tradeup.com/news/d597235dc725fcbaf6760e53bf3eb4a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4164457557427622","authorIdStr":"4164457557427622"},"themes":[],"htmlText":"Buy buy buy...&nbsp;","listText":"Buy buy buy...&nbsp;","text":"Buy buy buy...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318510299279480","repostId":"2444433523","repostType":4,"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316663611629856,"gmtCreate":1718338099591,"gmtModify":1718340594876,"author":{"id":"4164457557427622","authorId":"4164457557427622","name":"MikeeS","avatar":"https://community-static.tradeup.com/news/d597235dc725fcbaf6760e53bf3eb4a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4164457557427622","authorIdStr":"4164457557427622"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MCO\">$Moody's(MCO)$ </a> comparing with MSCI, CME, and SPGI ...&nbsp;","listText":"<a href=\"https://ttm.financial/S/MCO\">$Moody's(MCO)$ </a> comparing with MSCI, CME, and SPGI ...&nbsp;","text":"$Moody's(MCO)$ comparing with MSCI, CME, and SPGI ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316663611629856","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316641971507264,"gmtCreate":1718332815210,"gmtModify":1718332912429,"author":{"id":"4164457557427622","authorId":"4164457557427622","name":"MikeeS","avatar":"https://community-static.tradeup.com/news/d597235dc725fcbaf6760e53bf3eb4a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4164457557427622","authorIdStr":"4164457557427622"},"themes":[],"htmlText":"I buy NVDA before stock split. I enjoying 80% gains at moment. Plan to buy more at current price range.&nbsp;","listText":"I buy NVDA before stock split. I enjoying 80% gains at moment. Plan to buy more at current price range.&nbsp;","text":"I buy NVDA before stock split. I enjoying 80% gains at moment. Plan to buy more at current price range.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316641971507264","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314568646639688,"gmtCreate":1717830400808,"gmtModify":1717831546950,"author":{"id":"4164457557427622","authorId":"4164457557427622","name":"MikeeS","avatar":"https://community-static.tradeup.com/news/d597235dc725fcbaf6760e53bf3eb4a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4164457557427622","authorIdStr":"4164457557427622"},"themes":[],"htmlText":"I believe AI will catapult NVDA to great highs","listText":"I believe AI will catapult NVDA to great highs","text":"I believe AI will catapult NVDA to great highs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314568646639688","repostId":"1196437696","repostType":2,"repost":{"id":"1196437696","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1717826903,"share":"https://ttm.financial/m/news/1196437696?lang=&edition=fundamental","pubTime":"2024-06-08 14:08","market":"us","language":"en","title":"Apple Needs an AI Miracle at WWDC. The Stock Is Counting on It","url":"https://stock-news.laohu8.com/highlight/detail?id=1196437696","media":"Dow Jones","summary":"Stay tuned.)Just how an Apple-OpenAI relationship would work is murky. Google pays Apple a whopping $20 billion a year to be the default search engine on iPhones and in the Safari web browser; Google in return gets search traffic it monetizes with ads.In the case of AI, the monetization options are less clear. The cash flows could conceivably reverse, with Apple paying OpenAI—and in turn Microsoft—for the compute time required by users’ generative AI requests. Apple theoretically benefits indire","content":"<html><head></head><body><p>Nvidia this past week topped the $3 trillion market value level for the first time, briefly supplanting Apple as the world’s second-most valuable company. ( Microsoft still holds the top spot, though not by much.)</p><p style=\"text-align: start;\">The contrast between Nvidia and Apple is stark. Nvidia shares have rallied 144% this year. Apple is up 1%. Nvidia grew revenue 262% year over year in its most recent quarter, thanks to insatiable demand for artificial intelligence chips. Apple’s latest quarterly revenue was down 4%.</p><p>Nvidia sales have nearly quadrupled over five quarters. Apple has suffered year-over-year sales declines in five of its past six quarters.</p><p>You get the idea: Nvidia’s business is hot. Apple’s is not.</p><p>All of that underlines the importance of CEO Tim Cook’s keynote address at Apple’s 2024 Worldwide Developers Conference, scheduled for Monday at 10 a.m. Pacific.</p><p>Forty years ago, Apple used WWDC to highlight its new Mac. This year, the event will be all about AI. And for good reason. The uninspired performance of Apple shares reflects the company’s lack of substantive progress in generative AI, arguably the most important tech development in decades.</p><p>To be clear, Apple hasn’t been sitting idle. The company has been including neural processing capability in iPhone and Mac chips since 2017. Apple uses AI for facial recognition to unlock iPhones, for fingerprint scanning on Macs, and to improve iPhone photos. Apple has published papers on large language models, and Cook has made vague promises of AI magic to come.</p><p>But now Apple has to deliver. Here are four key themes surrounding this year’s keynote:</p><p><strong>Sam I Am:</strong> Apple seems unlikely to directly take on OpenAI, Microsoft, Meta Platforms, Alphabet’s Google or Anthropic in large language models. Instead, Apple will likely partner with an LLM provider, not unlike its longstanding search relationship with Google.</p><p>The smart speculation is that Apple will join forces with OpenAI and its cloud computing partner Microsoft. (Might OpenAI’s Sam Altman show up Monday? Or even Microsoft’s Satya Nadella? Stay tuned.)</p><p>Just how an Apple-OpenAI relationship would work is murky. Google pays Apple a whopping $20 billion a year to be the default search engine on iPhones and in the Safari web browser; Google in return gets search traffic it monetizes with ads.</p><p>In the case of AI, the monetization options are less clear. The cash flows could conceivably reverse, with Apple paying OpenAI—and in turn Microsoft—for the compute time required by users’ generative AI requests. Apple theoretically benefits indirectly from higher iPhone sales and reduced customer churn.</p><p>Gene Munster, managing partner at Deepwater Asset Management and a longtime Apple analyst, has mixed feelings about Apple’s likely approach. Aligning with OpenAI, he says, amounts to “outsourcing the fabric of the company.” But he adds that teaming up with OpenAI would effectively accelerate Apple’s AI efforts by five years.</p><p>Any AI deal that Apple cuts is likely get close regulatory scrutiny. Remember that a decision is expected later this year in a Department of Justice antitrust suit against Google that could lead to a forced breakup of Apple and Google’s search deal.</p><p><strong>Siri Is Dead. Long Live Siri:</strong>I recently asked Siri how it compares with ChatGPT, the chatbot from OpenAI. Siri gave me links. ChatGPT answered the same question in prose. While Siri is “optimized for quick tasks,” ChatGPT told me, “I am designed for deeper, more comprehensive conversations, creating writing, and detailed explanations across a wide range of topics.”</p><p>With the help of AI, Apple is likely to transform Siri into a digital assistant that adds the full chatbot experience on top its existing weather reports. Analysts expect hooks into Apple’s native applications, such as Mail, Messenger, Music, and Safari.</p><p>What could take longer is connecting Siri with third-party apps. Someday, you’ll be able to get Siri to call you an Uber when you fly into a new city. Eventually, Siri should simply figure out when you’ve landed and ask if you need an Uber. But not just yet.</p><p><strong>Big Models, Small Models: </strong>There are obvious issues with relying on cloud-based AI. Queries are expensive, requiring far more computing power than internet search. There are privacy risks. You need a network connection. And there are latency issues—it can take time to get responses.</p><p>It seems likely that in addition to a cloud AI partner, Apple will offer AI capabilities that rely on smaller models running locally on iPhones, iPads, and Macs. Imagine AI apps for health and fitness or for suggesting email responses. Expect AI-powered text summarization, new AI-enabled photo editing, AI image creation, and perhaps on-the-fly language translation.</p><p><strong>Expectations Risk:</strong>Apple shares have been rallying lately in hopes of an AI miracle. “The one thing that will get answered is what Apple’s AI strategy is going to be,” Goldman Sachs hardware analyst Michael Ng says.</p><p>But Ng adds that the Gen-AI features coming at WWDC won’t necessarily make a big difference in the company’s near-term financial outlook. The real question is whether it will drive hardware sales over time.</p><p>Morgan Stanley analyst Erik Woodring thinks Apple will launch some AI experiences that will only run on iPhone 15 Pros and future models.</p><p>Ng expects iPhone unit growth of 4% in fiscal 2025, after a 2% decline in 2023.</p><p>Will that be enough for Apple bulls? That’s one question even ChatGPT can’t answer.</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>Apple Needs an AI Miracle at WWDC. The Stock Is Counting on It</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 Needs an AI Miracle at WWDC. The Stock Is Counting on It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-06-08 14:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia this past week topped the $3 trillion market value level for the first time, briefly supplanting Apple as the world’s second-most valuable company. ( Microsoft still holds the top spot, though not by much.)</p><p style=\"text-align: start;\">The contrast between Nvidia and Apple is stark. Nvidia shares have rallied 144% this year. Apple is up 1%. Nvidia grew revenue 262% year over year in its most recent quarter, thanks to insatiable demand for artificial intelligence chips. Apple’s latest quarterly revenue was down 4%.</p><p>Nvidia sales have nearly quadrupled over five quarters. Apple has suffered year-over-year sales declines in five of its past six quarters.</p><p>You get the idea: Nvidia’s business is hot. Apple’s is not.</p><p>All of that underlines the importance of CEO Tim Cook’s keynote address at Apple’s 2024 Worldwide Developers Conference, scheduled for Monday at 10 a.m. Pacific.</p><p>Forty years ago, Apple used WWDC to highlight its new Mac. This year, the event will be all about AI. And for good reason. The uninspired performance of Apple shares reflects the company’s lack of substantive progress in generative AI, arguably the most important tech development in decades.</p><p>To be clear, Apple hasn’t been sitting idle. The company has been including neural processing capability in iPhone and Mac chips since 2017. Apple uses AI for facial recognition to unlock iPhones, for fingerprint scanning on Macs, and to improve iPhone photos. Apple has published papers on large language models, and Cook has made vague promises of AI magic to come.</p><p>But now Apple has to deliver. Here are four key themes surrounding this year’s keynote:</p><p><strong>Sam I Am:</strong> Apple seems unlikely to directly take on OpenAI, Microsoft, Meta Platforms, Alphabet’s Google or Anthropic in large language models. Instead, Apple will likely partner with an LLM provider, not unlike its longstanding search relationship with Google.</p><p>The smart speculation is that Apple will join forces with OpenAI and its cloud computing partner Microsoft. (Might OpenAI’s Sam Altman show up Monday? Or even Microsoft’s Satya Nadella? Stay tuned.)</p><p>Just how an Apple-OpenAI relationship would work is murky. Google pays Apple a whopping $20 billion a year to be the default search engine on iPhones and in the Safari web browser; Google in return gets search traffic it monetizes with ads.</p><p>In the case of AI, the monetization options are less clear. The cash flows could conceivably reverse, with Apple paying OpenAI—and in turn Microsoft—for the compute time required by users’ generative AI requests. Apple theoretically benefits indirectly from higher iPhone sales and reduced customer churn.</p><p>Gene Munster, managing partner at Deepwater Asset Management and a longtime Apple analyst, has mixed feelings about Apple’s likely approach. Aligning with OpenAI, he says, amounts to “outsourcing the fabric of the company.” But he adds that teaming up with OpenAI would effectively accelerate Apple’s AI efforts by five years.</p><p>Any AI deal that Apple cuts is likely get close regulatory scrutiny. Remember that a decision is expected later this year in a Department of Justice antitrust suit against Google that could lead to a forced breakup of Apple and Google’s search deal.</p><p><strong>Siri Is Dead. Long Live Siri:</strong>I recently asked Siri how it compares with ChatGPT, the chatbot from OpenAI. Siri gave me links. ChatGPT answered the same question in prose. While Siri is “optimized for quick tasks,” ChatGPT told me, “I am designed for deeper, more comprehensive conversations, creating writing, and detailed explanations across a wide range of topics.”</p><p>With the help of AI, Apple is likely to transform Siri into a digital assistant that adds the full chatbot experience on top its existing weather reports. Analysts expect hooks into Apple’s native applications, such as Mail, Messenger, Music, and Safari.</p><p>What could take longer is connecting Siri with third-party apps. Someday, you’ll be able to get Siri to call you an Uber when you fly into a new city. Eventually, Siri should simply figure out when you’ve landed and ask if you need an Uber. But not just yet.</p><p><strong>Big Models, Small Models: </strong>There are obvious issues with relying on cloud-based AI. Queries are expensive, requiring far more computing power than internet search. There are privacy risks. You need a network connection. And there are latency issues—it can take time to get responses.</p><p>It seems likely that in addition to a cloud AI partner, Apple will offer AI capabilities that rely on smaller models running locally on iPhones, iPads, and Macs. Imagine AI apps for health and fitness or for suggesting email responses. Expect AI-powered text summarization, new AI-enabled photo editing, AI image creation, and perhaps on-the-fly language translation.</p><p><strong>Expectations Risk:</strong>Apple shares have been rallying lately in hopes of an AI miracle. “The one thing that will get answered is what Apple’s AI strategy is going to be,” Goldman Sachs hardware analyst Michael Ng says.</p><p>But Ng adds that the Gen-AI features coming at WWDC won’t necessarily make a big difference in the company’s near-term financial outlook. The real question is whether it will drive hardware sales over time.</p><p>Morgan Stanley analyst Erik Woodring thinks Apple will launch some AI experiences that will only run on iPhone 15 Pros and future models.</p><p>Ng expects iPhone unit growth of 4% in fiscal 2025, after a 2% decline in 2023.</p><p>Will that be enough for Apple bulls? That’s one question even ChatGPT can’t answer.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196437696","content_text":"Nvidia this past week topped the $3 trillion market value level for the first time, briefly supplanting Apple as the world’s second-most valuable company. ( Microsoft still holds the top spot, though not by much.)The contrast between Nvidia and Apple is stark. Nvidia shares have rallied 144% this year. Apple is up 1%. Nvidia grew revenue 262% year over year in its most recent quarter, thanks to insatiable demand for artificial intelligence chips. Apple’s latest quarterly revenue was down 4%.Nvidia sales have nearly quadrupled over five quarters. Apple has suffered year-over-year sales declines in five of its past six quarters.You get the idea: Nvidia’s business is hot. Apple’s is not.All of that underlines the importance of CEO Tim Cook’s keynote address at Apple’s 2024 Worldwide Developers Conference, scheduled for Monday at 10 a.m. Pacific.Forty years ago, Apple used WWDC to highlight its new Mac. This year, the event will be all about AI. And for good reason. The uninspired performance of Apple shares reflects the company’s lack of substantive progress in generative AI, arguably the most important tech development in decades.To be clear, Apple hasn’t been sitting idle. The company has been including neural processing capability in iPhone and Mac chips since 2017. Apple uses AI for facial recognition to unlock iPhones, for fingerprint scanning on Macs, and to improve iPhone photos. Apple has published papers on large language models, and Cook has made vague promises of AI magic to come.But now Apple has to deliver. Here are four key themes surrounding this year’s keynote:Sam I Am: Apple seems unlikely to directly take on OpenAI, Microsoft, Meta Platforms, Alphabet’s Google or Anthropic in large language models. Instead, Apple will likely partner with an LLM provider, not unlike its longstanding search relationship with Google.The smart speculation is that Apple will join forces with OpenAI and its cloud computing partner Microsoft. (Might OpenAI’s Sam Altman show up Monday? Or even Microsoft’s Satya Nadella? Stay tuned.)Just how an Apple-OpenAI relationship would work is murky. Google pays Apple a whopping $20 billion a year to be the default search engine on iPhones and in the Safari web browser; Google in return gets search traffic it monetizes with ads.In the case of AI, the monetization options are less clear. The cash flows could conceivably reverse, with Apple paying OpenAI—and in turn Microsoft—for the compute time required by users’ generative AI requests. Apple theoretically benefits indirectly from higher iPhone sales and reduced customer churn.Gene Munster, managing partner at Deepwater Asset Management and a longtime Apple analyst, has mixed feelings about Apple’s likely approach. Aligning with OpenAI, he says, amounts to “outsourcing the fabric of the company.” But he adds that teaming up with OpenAI would effectively accelerate Apple’s AI efforts by five years.Any AI deal that Apple cuts is likely get close regulatory scrutiny. Remember that a decision is expected later this year in a Department of Justice antitrust suit against Google that could lead to a forced breakup of Apple and Google’s search deal.Siri Is Dead. Long Live Siri:I recently asked Siri how it compares with ChatGPT, the chatbot from OpenAI. Siri gave me links. ChatGPT answered the same question in prose. While Siri is “optimized for quick tasks,” ChatGPT told me, “I am designed for deeper, more comprehensive conversations, creating writing, and detailed explanations across a wide range of topics.”With the help of AI, Apple is likely to transform Siri into a digital assistant that adds the full chatbot experience on top its existing weather reports. Analysts expect hooks into Apple’s native applications, such as Mail, Messenger, Music, and Safari.What could take longer is connecting Siri with third-party apps. Someday, you’ll be able to get Siri to call you an Uber when you fly into a new city. Eventually, Siri should simply figure out when you’ve landed and ask if you need an Uber. But not just yet.Big Models, Small Models: There are obvious issues with relying on cloud-based AI. Queries are expensive, requiring far more computing power than internet search. There are privacy risks. You need a network connection. And there are latency issues—it can take time to get responses.It seems likely that in addition to a cloud AI partner, Apple will offer AI capabilities that rely on smaller models running locally on iPhones, iPads, and Macs. Imagine AI apps for health and fitness or for suggesting email responses. Expect AI-powered text summarization, new AI-enabled photo editing, AI image creation, and perhaps on-the-fly language translation.Expectations Risk:Apple shares have been rallying lately in hopes of an AI miracle. “The one thing that will get answered is what Apple’s AI strategy is going to be,” Goldman Sachs hardware analyst Michael Ng says.But Ng adds that the Gen-AI features coming at WWDC won’t necessarily make a big difference in the company’s near-term financial outlook. The real question is whether it will drive hardware sales over time.Morgan Stanley analyst Erik Woodring thinks Apple will launch some AI experiences that will only run on iPhone 15 Pros and future models.Ng expects iPhone unit growth of 4% in fiscal 2025, after a 2% decline in 2023.Will that be enough for Apple bulls? That’s one question even ChatGPT can’t answer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312355493339448,"gmtCreate":1717284476595,"gmtModify":1717296306905,"author":{"id":"4164457557427622","authorId":"4164457557427622","name":"MikeeS","avatar":"https://community-static.tradeup.com/news/d597235dc725fcbaf6760e53bf3eb4a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4164457557427622","authorIdStr":"4164457557427622"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TROW\">$T. Rowe Price(TROW)$ </a>&nbsp;[LOL]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TROW\">$T. Rowe Price(TROW)$ </a>&nbsp;[LOL]&nbsp;&nbsp;","text":"$T. Rowe Price(TROW)$ [LOL]","images":[{"img":"https://community-static.tradeup.com/news/c75f6302a425f715131ccfdeb2f49081","width":"1440","height":"3523"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312355493339448","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}