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- SL1977SL1977
  ·04-26
  only a major earthquake will disrupt it
  TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel
  (Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l
  TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel
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- Success88Success88
  ·04-25
  TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.
  TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel
  (Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l
  TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel
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- MIeMIe
  ·04-16
  Nvidia ai data Center chip leading edge smash revenue in q1
  Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform
  Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate
  Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform
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- JacksNifflerJacksNiffler
  ·01-29
  Unusual Options| Why INTC would decrease one more week?
  One of the most disappointing chip stocks last week was $Intel(INTC)$ The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the "reverse" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c
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  Unusual Options| Why INTC would decrease one more week?
- Ryan_Z0528Ryan_Z0528
  ·01-22
  $SMCI CFO in December talking about their AI-led growth:
  $SUPER MICRO COMPUTER INC(SMCI)$ I CFO in December talking about their AI-led growth: "So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago"Image
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  $SMCI CFO in December talking about their AI-led growth:
- BodohBodoh
  ·01-16
  re-stocking demand "may" pick up... the keyword is "may". Then what about profit margins?
  TSMC's Q4 Profit to Slide 23%, Focus on Rebounding Demand This Year
  Taiwan Semiconductor Manufacturing Co Ltd is expected to report a 23% drop in fourth-quarter profit on Thursday, but analysts predict better growth this year on the back of rebounding demand.The likel
  TSMC's Q4 Profit to Slide 23%, Focus on Rebounding Demand This Year
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- Mr. TMr. T
  ·01-04
  Not sure this was the best move tbh. Let's see how it goes in the next 3 months
  Intel Appoints Outsider Hotard to Head Crucial Data Center Unit
  Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmak
  Intel Appoints Outsider Hotard to Head Crucial Data Center Unit
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- setia100setia100
  ·01-03
  Tech Bubbles are bursting ❗❓🥺
  Sorry, this post has been deleted
  206 Comment
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- jethrojethro
  ·01-02
  Thanks for sharing
  Why Nvidia Stock Is an Unexpected Value Play for 2024
  After a magnificent 2023, NVDA stock could roar in 2024 as Nvidia remains a go-to source for processors to power AI applications.
  Why Nvidia Stock Is an Unexpected Value Play for 2024
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- ChaishenChaishen
  ·01-02
  If to choose only one which counter will you go for?
  Why Nvidia, AMD, and Intel Will Be Hot Stock Stories in 2024
  This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with:. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't on my radar screen, what can I say.It wasn't until my former boss Jim Cramer began discussing the company's chip advancements every day inside TheStreet's HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call.Wall Street analysts on average forecast Nvidia's earnings will grow nearly 70% over the next year . And Nvidia's trailing 12 month price-to-earnings ratio of 64 is almost triple the S&P 500's.Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a
  Why Nvidia, AMD, and Intel Will Be Hot Stock Stories in 2024
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- jethrojethro
  ·01-01
  Thanks for sharing
  AMD: I Was Too Shortsighted (Rating Upgrade)
  Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed imp
  AMD: I Was Too Shortsighted (Rating Upgrade)
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- BlessedmeBlessedme
  ·2023-12-25
  AMD Will skyrocket in 2024.
  AMD Is Still Being Underestimated
  NVIDIA is still considered the unstoppable force in the graphics processor market.But is AMD really that far behind, or are they being underestimated?
  AMD Is Still Being Underestimated
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- SunshinekimSunshinekim
  ·2023-12-22
  Thanks for your insights.
  Decoding Nvidia’s Trajectory: Time to Cash In or Hold for More Gains?
  Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand.
  Decoding Nvidia’s Trajectory: Time to Cash In or Hold for More Gains?
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- Strategy 1Strategy 1
  ·2023-12-05
  Nothing new in this article. Why there are so many just rehashing and repeating what has been said already.
  Here’s Why Investors Should Be Cautious About Nvidia Stock
  While Nvidia (NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and it is facing multiple, important threats.
  Here’s Why Investors Should Be Cautious About Nvidia Stock
  218 Comment
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- BabySimBabySim
  ·2023-12-05
  Will semis sector thrive !
  89 Comment
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- Pluto891Pluto891
  ·2023-11-28
  informative read. AMD poses as a strong contender to Intel. Intel has lost aura
  AMD: The Road To $190 By 2025
  Advanced Micro Devices, Inc. showcased significant growth in Q3, outperforming competitors like Nvidia with a 350% increase in year-over-year diluted EPS.Strategic acquisitions and partnerships, such
  AMD: The Road To $190 By 2025
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- Pluto891Pluto891
  ·2023-11-28
  in trouble...
  Sorry, this post has been deleted
  112 Comment
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- Naimish BhagatNaimish Bhagat
  ·2023-11-21
  Thanks for sharing
  Sorry, this post has been deleted
  100 Comment
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- Success88Success88
  ·04-25
  TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.
  TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel
  (Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l
  TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel
  183 Comment
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- SL1977SL1977
  ·04-26
  only a major earthquake will disrupt it
  TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel
  (Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l
  TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel
  86 Comment
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- MIeMIe
  ·04-16
  Nvidia ai data Center chip leading edge smash revenue in q1
  Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform
  Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate
  Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform
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- Ryan_Z0528Ryan_Z0528
  ·01-22
  $SMCI CFO in December talking about their AI-led growth:
  $SUPER MICRO COMPUTER INC(SMCI)$ I CFO in December talking about their AI-led growth: "So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago"Image
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  $SMCI CFO in December talking about their AI-led growth:
- JacksNifflerJacksNiffler
  ·01-29
  Unusual Options| Why INTC would decrease one more week?
  One of the most disappointing chip stocks last week was $Intel(INTC)$ The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the "reverse" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c
  778 Comment
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  Unusual Options| Why INTC would decrease one more week?
- BodohBodoh
  ·01-16
  re-stocking demand "may" pick up... the keyword is "may". Then what about profit margins?
  Sorry, this post has been deleted
  108 Comment
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- Mr. TMr. T
  ·01-04
  Not sure this was the best move tbh. Let's see how it goes in the next 3 months
  Intel Appoints Outsider Hotard to Head Crucial Data Center Unit
  Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmak
  Intel Appoints Outsider Hotard to Head Crucial Data Center Unit
  129 Comment
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- setia100setia100
  ·01-03
  Tech Bubbles are bursting ❗❓🥺
  Sorry, this post has been deleted
  206 Comment
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- jethrojethro
  ·01-02
  Thanks for sharing
  Why Nvidia Stock Is an Unexpected Value Play for 2024
  After a magnificent 2023, NVDA stock could roar in 2024 as Nvidia remains a go-to source for processors to power AI applications.
  Why Nvidia Stock Is an Unexpected Value Play for 2024
  51 Comment
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- ChaishenChaishen
  ·01-02
  If to choose only one which counter will you go for?
  Sorry, this post has been deleted
  279 Comment
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- jethrojethro
  ·01-01
  Thanks for sharing
  AMD: I Was Too Shortsighted (Rating Upgrade)
  Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed imp
  AMD: I Was Too Shortsighted (Rating Upgrade)
  83 Comment
  1
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- BlessedmeBlessedme
  ·2023-12-25
  AMD Will skyrocket in 2024.
  Sorry, this post has been deleted
  177 Comment
  5
  Share
  Report
- SunshinekimSunshinekim
  ·2023-12-22
  Thanks for your insights.
  Decoding Nvidia’s Trajectory: Time to Cash In or Hold for More Gains?
  Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand.
  Decoding Nvidia’s Trajectory: Time to Cash In or Hold for More Gains?
  94 Comment
  1
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- Strategy 1Strategy 1
  ·2023-12-05
  Nothing new in this article. Why there are so many just rehashing and repeating what has been said already.
  Here’s Why Investors Should Be Cautious About Nvidia Stock
  While Nvidia (NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and it is facing multiple, important threats.
  Here’s Why Investors Should Be Cautious About Nvidia Stock
  218 Comment
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- BabySimBabySim
  ·2023-12-05
  Will semis sector thrive !
  89 Comment
  1
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- Pluto891Pluto891
  ·2023-11-28
  informative read. AMD poses as a strong contender to Intel. Intel has lost aura
  Sorry, this post has been deleted
  209 1
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- Pluto891Pluto891
  ·2023-11-28
  in trouble...
  Sorry, this post has been deleted
  112 Comment
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- Naimish BhagatNaimish Bhagat
  ·2023-11-21
  Thanks for sharing
  Nvidia Said to Consider Further Push Into Cloud Services Space
  GPU giant Nvidia (NASDAQ:NVDA) already operates the DGX Cloud, but the Jensen Huang-led company looks to be pushing further into the cloud services space, potentially going up against the likes of Ama
  Nvidia Said to Consider Further Push Into Cloud Services Space
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Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.</p><p>TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.</p><p>Intel has announced a similar technology intended to be one of its primary competitive advantages.</p><p>Analysts said the announcements called into question Intel&#39;s claims that it will retake the world chipmaking crown.</p><p>&#34;It&#39;s debatable, but on some metrics, I don&#39;t think they&#39;re ahead,&#34; Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.</p><p>But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC&#39;s technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world&#39;s fastest chips.</p><p>TSMC, the world&#39;s biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.</p><p>Analysts told Reuters that the technologies announced on Wednesday could call into question Intel&#39;s claims in February that it will overtake TSMC in making the world&#39;s fastest computing chips with a new technology Intel calls &#34;14A.&#34;</p><p>Kevin Zhang, TSMC&#39;s senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.</p><p>AI chip firms &#34;really want to optimize their designs to get every ounce of performance we have,&#34; Zhang said.</p><p>Zhang said that TSMC does not believe it needs to use a ASML&#39;s new &#34;High NA EUV&#34; lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.</p><p>TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.</p><p>Intel has announced a similar technology intended to be one of its primary competitive advantages.</p><p>Analysts said the announcements called into question Intel&#39;s claims that it will retake the world chipmaking crown.</p><p>&#34;It&#39;s debatable, but on some metrics, I don&#39;t think they&#39;re ahead,&#34; Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.</p><p>But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC&#39;s technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4575":"芯片概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0109392836.USD":"富兰克林科技股A","BK4501":"段永平概念","BK4527":"明星科技股","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4579":"人工智能","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4574":"无人驾驶","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","NVDA":"英伟达","BK4581":"高盛持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4592":"伊斯兰概念","LU0072462426.USD":"贝莱德全球配置 A2","INTC":"英特尔","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4576":"AR"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430497613","content_text":"(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called \"A16\" will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world's fastest chips.TSMC, the world's biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.Analysts told Reuters that the technologies announced on Wednesday could call into question Intel's claims in February that it will overtake TSMC in making the world's fastest computing chips with a new technology Intel calls \"14A.\"Kevin Zhang, TSMC's senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.AI chip firms \"really want to optimize their designs to get every ounce of performance we have,\" Zhang said.Zhang said that TSMC does not believe it needs to use a ASML's new \"High NA EUV\" lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.Intel has announced a similar technology intended to be one of its primary competitive advantages.Analysts said the announcements called into question Intel's claims that it will retake the world chipmaking crown.\"It's debatable, but on some metrics, I don't think they're ahead,\" Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC's technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298901025202432,"gmtCreate":1714005700707,"gmtModify":1714025309244,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.","listText":"TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.","text":"TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298901025202432","repostId":"2430497613","repostType":4,"repost":{"id":"2430497613","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1714004030,"share":"https://www.laohu8.com/m/news/2430497613?lang=&edition=full","pubTime":"2024-04-25 08:13","market":"us","language":"en","title":"TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=2430497613","media":"Reuters","summary":"(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called \"A16\" will enter production in the second half of 2026, setting up a showdown with l","content":"<html><head></head><body><p>(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called &#34;A16&#34; will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world&#39;s fastest chips.</p><p>TSMC, the world&#39;s biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.</p><p>Analysts told Reuters that the technologies announced on Wednesday could call into question Intel&#39;s claims in February that it will overtake TSMC in making the world&#39;s fastest computing chips with a new technology Intel calls &#34;14A.&#34;</p><p>Kevin Zhang, TSMC&#39;s senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.</p><p>AI chip firms &#34;really want to optimize their designs to get every ounce of performance we have,&#34; Zhang said.</p><p>Zhang said that TSMC does not believe it needs to use a ASML&#39;s new &#34;High NA EUV&#34; lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.</p><p>TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.</p><p>Intel has announced a similar technology intended to be one of its primary competitive advantages.</p><p>Analysts said the announcements called into question Intel&#39;s claims that it will retake the world chipmaking crown.</p><p>&#34;It&#39;s debatable, but on some metrics, I don&#39;t think they&#39;re ahead,&#34; Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.</p><p>But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC&#39;s technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.</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>TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel</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; 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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\">\nTSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-04-25 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called &#34;A16&#34; will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world&#39;s fastest chips.</p><p>TSMC, the world&#39;s biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.</p><p>Analysts told Reuters that the technologies announced on Wednesday could call into question Intel&#39;s claims in February that it will overtake TSMC in making the world&#39;s fastest computing chips with a new technology Intel calls &#34;14A.&#34;</p><p>Kevin Zhang, TSMC&#39;s senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.</p><p>AI chip firms &#34;really want to optimize their designs to get every ounce of performance we have,&#34; Zhang said.</p><p>Zhang said that TSMC does not believe it needs to use a ASML&#39;s new &#34;High NA EUV&#34; lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.</p><p>TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.</p><p>Intel has announced a similar technology intended to be one of its primary competitive advantages.</p><p>Analysts said the announcements called into question Intel&#39;s claims that it will retake the world chipmaking crown.</p><p>&#34;It&#39;s debatable, but on some metrics, I don&#39;t think they&#39;re ahead,&#34; Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.</p><p>But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC&#39;s technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4575":"芯片概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0109392836.USD":"富兰克林科技股A","BK4501":"段永平概念","BK4527":"明星科技股","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4579":"人工智能","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4574":"无人驾驶","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","NVDA":"英伟达","BK4581":"高盛持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4592":"伊斯兰概念","LU0072462426.USD":"贝莱德全球配置 A2","INTC":"英特尔","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4576":"AR"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430497613","content_text":"(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called \"A16\" will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world's fastest chips.TSMC, the world's biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.Analysts told Reuters that the technologies announced on Wednesday could call into question Intel's claims in February that it will overtake TSMC in making the world's fastest computing chips with a new technology Intel calls \"14A.\"Kevin Zhang, TSMC's senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.AI chip firms \"really want to optimize their designs to get every ounce of performance we have,\" Zhang said.Zhang said that TSMC does not believe it needs to use a ASML's new \"High NA EUV\" lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.Intel has announced a similar technology intended to be one of its primary competitive advantages.Analysts said the announcements called into question Intel's claims that it will retake the world chipmaking crown.\"It's debatable, but on some metrics, I don't think they're ahead,\" Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC's technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295932355678344,"gmtCreate":1713279064582,"gmtModify":1713279068946,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nvidia ai data Center chip leading edge smash revenue in q1&nbsp;","listText":"Nvidia ai data Center chip leading edge smash revenue in q1&nbsp;","text":"Nvidia ai data Center chip leading edge smash revenue in q1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295932355678344","repostId":"1150130283","repostType":4,"repost":{"id":"1150130283","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1713276944,"share":"https://www.laohu8.com/m/news/1150130283?lang=&edition=full","pubTime":"2024-04-16 22:15","market":"us","language":"en","title":"Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform","url":"https://stock-news.laohu8.com/highlight/detail?id=1150130283","media":"Tiger Newspress","summary":"Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate ","content":"<html><head></head><body><p>Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fdfe791a7485500e24254452aed6a3f7\" title=\"\" tg-width=\"787\" tg-height=\"622\"/></p><p>Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”</p><p>“We think investors underestimate 1) the importance of the chip+hardware+software ecosystem that NVDA has created, 2) that computing eras last 15-20 years and are typically dominated by a single vertically integrated ecosystem company, whose returns are measured in 100-to-1000 bagger range.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-16 22:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fdfe791a7485500e24254452aed6a3f7\" title=\"\" tg-width=\"787\" tg-height=\"622\"/></p><p>Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”</p><p>“We think investors underestimate 1) the importance of the chip+hardware+software ecosystem that NVDA has created, 2) that computing eras last 15-20 years and are typically dominated by a single vertically integrated ecosystem company, whose returns are measured in 100-to-1000 bagger range.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150130283","content_text":"Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate 1) the importance of the chip+hardware+software ecosystem that NVDA has created, 2) that computing eras last 15-20 years and are typically dominated by a single vertically integrated ecosystem company, whose returns are measured in 100-to-1000 bagger range.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268194039947520,"gmtCreate":1706509087251,"gmtModify":1706509096359,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Unusual Options| Why INTC would decrease one more week?","htmlText":"One of the most disappointing chip stocks last week was <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the \"reverse\" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c","listText":"One of the most disappointing chip stocks last week was <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the \"reverse\" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c","text":"One of the most disappointing chip stocks last week was $Intel(INTC)$ The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the \"reverse\" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c","images":[{"img":"https://static.tigerbbs.com/8de3861a2a04645a9b0e14217c44878a","width":"667","height":"607"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268194039947520","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":265858252926992,"gmtCreate":1705927446452,"gmtModify":1705927499863,"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan_Z0528","avatar":"https://static.tigerbbs.com/d65c4b5c01f61efa0ccc7644f4f6b9b9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"$SMCI CFO in December talking about their AI-led growth:","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> I CFO in December talking about their AI-led growth: \"So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago\"Image","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> I CFO in December talking about their AI-led growth: \"So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago\"Image","text":"$SUPER MICRO COMPUTER INC(SMCI)$ I CFO in December talking about their AI-led growth: \"So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago\"Image","images":[{"img":"https://community-static.tradeup.com/news/01f0205c9928d75eacfe008fc4daac52","width":"2604","height":"1526"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2422,"commentSize":8,"repostSize":2213,"link":"https://ttm.financial/post/265858252926992","isVote":1,"tweetType":1,"viewCount":42725,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102377969591930","authorId":"4102377969591930","name":"Sonsonkok","avatar":"https://static.tigerbbs.com/cd822e55715284365189b1f1b3f09ec8","crmLevel":2,"crmLevelSwitch":1},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":263705467031712,"gmtCreate":1705385067612,"gmtModify":1705385072488,"author":{"id":"3559859558754319","authorId":"3559859558754319","name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"re-stocking demand \"may\" pick up... the keyword is \"may\". Then what about profit margins?","listText":"re-stocking demand \"may\" pick up... the keyword is \"may\". Then what about profit margins?","text":"re-stocking demand \"may\" pick up... the keyword is \"may\". Then what about profit margins?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263705467031712","repostId":"2403700207","repostType":4,"repost":{"id":"2403700207","pubTimestamp":1705381452,"share":"https://www.laohu8.com/m/news/2403700207?lang=&edition=full","pubTime":"2024-01-16 13:04","market":"us","language":"en","title":"TSMC's Q4 Profit to Slide 23%, Focus on Rebounding Demand This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2403700207","media":"StreetInsider","summary":"Taiwan Semiconductor Manufacturing Co Ltd is expected to report a 23% drop in fourth-quarter profit on Thursday, but analysts predict better growth this year on the back of rebounding demand.The likel","content":"<html><head></head><body><p>Taiwan Semiconductor Manufacturing Co Ltd is expected to report a 23% drop in fourth-quarter profit on Thursday, but analysts predict better growth this year on the back of rebounding demand.</p><p>The likely decline in profit also reflects a strong performance in 2022, when the company, whose customers include Apple and Nvidia, was still riding high on pent-up post-pandemic demand.</p><p>The world&#39;s largest contract chipmaker is set to report net profit of T$226.4 billion ($7.21 billion) for the October to December period - its third straight quarter of profit decline, according to an LSEG SmartEstimate drawn from 20 analysts. SmartEstimates give greater weighting to forecasts from analysts who are more consistently accurate.</p><p>That compares to the year-earlier net profit of T$295.9 billion.</p><p>Revenue in the final three months of last year came in at T$625.5 billion ($20.10 billion), according to Reuters calculations from TSMC data released last week, compared with $19.93 billion in the year-earlier period, but that still beat both the company&#39;s and market&#39;s expectations.</p><p>Global demand for semiconductors began to weaken in the second half of 2022, but analysts say inventories at smartphone and computer makers are running down and restocking demand is expected to pick up.</p><p>Given that, much of Thursday&#39;s focus will be on TSMC&#39;s outlook for this year.</p><p>Fubon Securities analysts said that having previously expressed concern for TSMC&#39;s first quarter outlook, they now believed Apple wafer demand remains &#34;steady in the short term&#34;.</p><p>&#34;Although there will be seasonal slowdown in 1Q24, which is widely known by the market, we have not seen additional order cuts.&#34;</p><p>KGI Securities analysts said they expected first quarter sales to outperform typical slow season seasonality and that for the full year it saw mid-20% top-line growth in U.S. dollar terms due to demand recovery and silicon content driven by 5G and high performance computing applications.</p><p>The AI boom has helped drive up the price of shares in Asia&#39;s most valuable company, with TSMC&#39;s Taipei-listed stock having surged 32% in 2023, compared with a 27% gain for the broader market.</p><p>TSMC is due to report at 0600 GMT on Thursday.</p><p>($1 = 31.4220 Taiwan dollars)</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>TSMC's Q4 Profit to Slide 23%, Focus on Rebounding Demand This Year</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; 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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\">\nTSMC's Q4 Profit to Slide 23%, Focus on Rebounding Demand This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-16 13:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22630752><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor Manufacturing Co Ltd is expected to report a 23% drop in fourth-quarter profit on Thursday, but analysts predict better growth this year on the back of rebounding demand.The ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22630752\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22630752","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2403700207","content_text":"Taiwan Semiconductor Manufacturing Co Ltd is expected to report a 23% drop in fourth-quarter profit on Thursday, but analysts predict better growth this year on the back of rebounding demand.The likely decline in profit also reflects a strong performance in 2022, when the company, whose customers include Apple and Nvidia, was still riding high on pent-up post-pandemic demand.The world's largest contract chipmaker is set to report net profit of T$226.4 billion ($7.21 billion) for the October to December period - its third straight quarter of profit decline, according to an LSEG SmartEstimate drawn from 20 analysts. SmartEstimates give greater weighting to forecasts from analysts who are more consistently accurate.That compares to the year-earlier net profit of T$295.9 billion.Revenue in the final three months of last year came in at T$625.5 billion ($20.10 billion), according to Reuters calculations from TSMC data released last week, compared with $19.93 billion in the year-earlier period, but that still beat both the company's and market's expectations.Global demand for semiconductors began to weaken in the second half of 2022, but analysts say inventories at smartphone and computer makers are running down and restocking demand is expected to pick up.Given that, much of Thursday's focus will be on TSMC's outlook for this year.Fubon Securities analysts said that having previously expressed concern for TSMC's first quarter outlook, they now believed Apple wafer demand remains \"steady in the short term\".\"Although there will be seasonal slowdown in 1Q24, which is widely known by the market, we have not seen additional order cuts.\"KGI Securities analysts said they expected first quarter sales to outperform typical slow season seasonality and that for the full year it saw mid-20% top-line growth in U.S. dollar terms due to demand recovery and silicon content driven by 5G and high performance computing applications.The AI boom has helped drive up the price of shares in Asia's most valuable company, with TSMC's Taipei-listed stock having surged 32% in 2023, compared with a 27% gain for the broader market.TSMC is due to report at 0600 GMT on Thursday.($1 = 31.4220 Taiwan dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259478816890936,"gmtCreate":1704359666992,"gmtModify":1704359671727,"author":{"id":"3580699589385230","authorId":"3580699589385230","name":"Mr. T","avatar":"https://static.tigerbbs.com/ffcbb09604bf679c78d4b172e4ad0c39","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Not sure this was the best move tbh. Let's see how it goes in the next 3 months&nbsp;","listText":"Not sure this was the best move tbh. Let's see how it goes in the next 3 months&nbsp;","text":"Not sure this was the best move tbh. Let's see how it goes in the next 3 months","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259478816890936","repostId":"2400801328","repostType":2,"repost":{"id":"2400801328","pubTimestamp":1704331980,"share":"https://www.laohu8.com/m/news/2400801328?lang=&edition=full","pubTime":"2024-01-04 09:33","market":"us","language":"en","title":"Intel Appoints Outsider Hotard to Head Crucial Data Center Unit","url":"https://stock-news.laohu8.com/highlight/detail?id=2400801328","media":"Bloomberg","summary":"Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmak","content":"<html><head></head><body><p>Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmaker’s turnaround efforts. </p><p>Hotard was responsible for HPE’s high-performance computing, AI and labs. At Intel, he’ll oversee some of the company’s most important products, including the Xeon server processors that were dominant in data centers, but have lost share to rival offerings and in-house efforts by customers. The former NCR and Motorola Inc. executive will also head up Intel’s efforts to cut into Nvidia Corp.’s lead in AI by overseeing its graphics and accelerator chip offerings, Intel said Wednesday in a statement. </p><p>A comeback in data center products is critical to Chief Executive Officer Pat Gelsinger’s plans to restore Intel to leadership of the chip industry. While data center chips are a relatively low-volume part of the industry, processors and accelerators can sell for tens of thousands of dollars each, making them enormously profitable. </p><p>Hotard, who will join Intel on Feb. 1, succeeds company veteran Sandra Rivera. Rivera began Monday as head of Intel’s programmable solutions business, which the company separated into a standalone unit. Intel said it intends to sell a portion of the business to the public within two to three years.</p><p>Separately, Intel announced that another executive from its data center unit, Arun Subramaniyan, had departed to run Articul8, a new AI company formed by the chipmaker and investors including DigitalBridge Group Inc. and Mindset Ventures.</p></body></html>","source":"lsy1584095487587","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>Intel Appoints Outsider Hotard to Head Crucial Data Center Unit</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\">\nIntel Appoints Outsider Hotard to Head Crucial Data Center Unit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-04 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/intel-appoints-outsider-hotard-head-215009932.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/intel-appoints-outsider-hotard-head-215009932.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4512":"苹果概念","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","INTC":"英特尔","BK4515":"5G概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4535":"淡马锡持仓"},"source_url":"https://finance.yahoo.com/news/intel-appoints-outsider-hotard-head-215009932.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2400801328","content_text":"Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmaker’s turnaround efforts. Hotard was responsible for HPE’s high-performance computing, AI and labs. At Intel, he’ll oversee some of the company’s most important products, including the Xeon server processors that were dominant in data centers, but have lost share to rival offerings and in-house efforts by customers. The former NCR and Motorola Inc. executive will also head up Intel’s efforts to cut into Nvidia Corp.’s lead in AI by overseeing its graphics and accelerator chip offerings, Intel said Wednesday in a statement. A comeback in data center products is critical to Chief Executive Officer Pat Gelsinger’s plans to restore Intel to leadership of the chip industry. While data center chips are a relatively low-volume part of the industry, processors and accelerators can sell for tens of thousands of dollars each, making them enormously profitable. Hotard, who will join Intel on Feb. 1, succeeds company veteran Sandra Rivera. Rivera began Monday as head of Intel’s programmable solutions business, which the company separated into a standalone unit. Intel said it intends to sell a portion of the business to the public within two to three years.Separately, Intel announced that another executive from its data center unit, Arun Subramaniyan, had departed to run Articul8, a new AI company formed by the chipmaker and investors including DigitalBridge Group Inc. and Mindset Ventures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259172822478944,"gmtCreate":1704287204544,"gmtModify":1704287208586,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tech&nbsp;Bubbles are bursting ❗❓🥺","listText":"Tech&nbsp;Bubbles are bursting ❗❓🥺","text":"Tech Bubbles are bursting ❗❓🥺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259172822478944","repostId":"2400893722","repostType":2,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258676231979264,"gmtCreate":1704187425219,"gmtModify":1704187429343,"author":{"id":"4103089604754610","authorId":"4103089604754610","name":"jethro","avatar":"https://static.tigerbbs.com/445b4765728802a2e3b3795587bae0a3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258676231979264","repostId":"2395704613","repostType":4,"repost":{"id":"2395704613","pubTimestamp":1704176125,"share":"https://www.laohu8.com/m/news/2395704613?lang=&edition=full","pubTime":"2024-01-02 14:15","market":"us","language":"en","title":"Why Nvidia Stock Is an Unexpected Value Play for 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2395704613","media":"InvestorPlace","summary":"After a magnificent 2023, NVDA stock could roar in 2024 as Nvidia remains a go-to source for processors to power AI applications.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nvidia</strong> (<strong>NVDA</strong>) remains the undisputed heavyweight champion of artificial intelligence (AI) processor distributors in the U.S.</p></li></ul><ul style=\"\"><li><p>Furthermore, Nvidia might actually be undervalued even after the stock’s powerful rally in 2023’s first half.</p></li><li><p>Investors should seriously consider owning at least a few shares of NVDA stock in 2024.</p></li></ul><p>Not only is <strong>Nvidia</strong> (NASDAQ: <strong>NVDA</strong>) a top-tier artificial intelligence chip maker, but it’s also among the most successful “Magnificent Seven” companies of 2023. NVDA stock earns a confident “A” grade as Nvidia can remain a durable AI-hardware distributor in 2024 and beyond.</p><p>After a spectacular first half of 2023, Nvidia stock had difficulty breaking above the key $500 level. This opens up the idea that Nvidia might actually be undervalued. It’s a concept worth considering, especially when investors consider the bullish arguments that a couple of Wall Street experts make.               </p><h2 id=\"id_328810397\">Nvidia Leads the ‘Most Consequential Growth Vector’</h2><p>Even though NVDA stock had trouble breaking through $500 in late 2023, TD Cowen analyst Matthew Ramsay assigned it an “outperform” rating and a $700 price target. Furthermore, Ramsay called Nvidia his “Best Idea for 2024.”</p><p>Ramsay’s optimism makes sense when we look at the larger context of the AI revolution. Nvidia, Ramsay contends, is the “leader in the most consequential growth vector of computing arguably ever (and certainly since the advent of the Internet).”</p><p>Nvidia grew rapidly as the first wave of customers spent money on generative AI hardware. Next year, the wave of AI spending could expand to a much wider range of clients, including very large companies.</p><p>Moreover, per <em>Barron’s</em>, Ramsay sees Nvidia transitioning from selling AI-enabled microchips to “selling full systems including software.” This will allow Nvidia to “capture a higher percentage of the overall spending on data centers.” Nvidia stock can ride to $700 on the company’s evolution and the AI processor market’s expected expansion.</p><h2 id=\"id_4030556727\">NVDA Stock Is Actually Cheap Now</h2><p>Turning to another analyst, Bernstein’s Stacy Ragson made a statement that will undoubtedly surprise some value-focused investors. Ragson recently declared, “Today Nvidia is in fact the cheapest of the ‘AI narrative’ stocks out there.”</p><p>Like Ramsay, Ragson assigned NVDA stock an “outperform” rating and a price target of $700. Yet, Ragson’s bullish argument is different from Ramsay’s.</p><p>Interestingly, Ragson considers Nvidia undervalued based on earnings estimates. “[W]hile forward [earnings] estimates have quadrupled this year as generative AI has boomed, multiples have compressed by almost 2/3 during the same period,” the Bernstein analyst explained.</p><p>Based on the math, Ragson’s argument seems to have merit. Specifically, Ragson determined Nvidia trades at 25 times the company’s forward (i.e., expected) earnings. This represents Nvidia’s lowest forward earnings multiple since the end of 2018. So, by that measure, the company’s stock shares aren’t overpriced at all.</p><h2 id=\"id_1972236587\">Nvidia Stock: After a Break Above $500, the Sky’s the Limit</h2><p>Going forward into the new year, investors should expect Nvidia to grow and evolve along with the AI hardware market. If Nvidia stock got stuck at $500 for a while in 2023, that was likely just a temporary roadblock.</p><p>Besides, investors should consider the argument that Nvidia might actually be undervalued, based on the company’s expected earnings. All in all, NVDA stock gets an easy “A” grade and has the potential to move far beyond $500.</p></body></html>","source":"investorplace_stock_picks","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>Why Nvidia Stock Is an Unexpected Value Play for 2024</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\">\nWhy Nvidia Stock Is an Unexpected Value Play for 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-02 14:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/12/why-nvidia-stock-is-an-unexpected-value-play-for-2024/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NVDA) remains the undisputed heavyweight champion of artificial intelligence (AI) processor distributors in the U.S.Furthermore, Nvidia might actually be undervalued even after the stock’s ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/12/why-nvidia-stock-is-an-unexpected-value-play-for-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4592":"伊斯兰概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4554":"元宇宙及AR概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4567":"ESG概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4579":"人工智能","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4503":"景林资产持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4529":"IDC概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0079474960.USD":"联博美国增长基金A"},"source_url":"https://investorplace.com/market360/2023/12/why-nvidia-stock-is-an-unexpected-value-play-for-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2395704613","content_text":"Nvidia (NVDA) remains the undisputed heavyweight champion of artificial intelligence (AI) processor distributors in the U.S.Furthermore, Nvidia might actually be undervalued even after the stock’s powerful rally in 2023’s first half.Investors should seriously consider owning at least a few shares of NVDA stock in 2024.Not only is Nvidia (NASDAQ: NVDA) a top-tier artificial intelligence chip maker, but it’s also among the most successful “Magnificent Seven” companies of 2023. NVDA stock earns a confident “A” grade as Nvidia can remain a durable AI-hardware distributor in 2024 and beyond.After a spectacular first half of 2023, Nvidia stock had difficulty breaking above the key $500 level. This opens up the idea that Nvidia might actually be undervalued. It’s a concept worth considering, especially when investors consider the bullish arguments that a couple of Wall Street experts make.               Nvidia Leads the ‘Most Consequential Growth Vector’Even though NVDA stock had trouble breaking through $500 in late 2023, TD Cowen analyst Matthew Ramsay assigned it an “outperform” rating and a $700 price target. Furthermore, Ramsay called Nvidia his “Best Idea for 2024.”Ramsay’s optimism makes sense when we look at the larger context of the AI revolution. Nvidia, Ramsay contends, is the “leader in the most consequential growth vector of computing arguably ever (and certainly since the advent of the Internet).”Nvidia grew rapidly as the first wave of customers spent money on generative AI hardware. Next year, the wave of AI spending could expand to a much wider range of clients, including very large companies.Moreover, per Barron’s, Ramsay sees Nvidia transitioning from selling AI-enabled microchips to “selling full systems including software.” This will allow Nvidia to “capture a higher percentage of the overall spending on data centers.” Nvidia stock can ride to $700 on the company’s evolution and the AI processor market’s expected expansion.NVDA Stock Is Actually Cheap NowTurning to another analyst, Bernstein’s Stacy Ragson made a statement that will undoubtedly surprise some value-focused investors. Ragson recently declared, “Today Nvidia is in fact the cheapest of the ‘AI narrative’ stocks out there.”Like Ramsay, Ragson assigned NVDA stock an “outperform” rating and a price target of $700. Yet, Ragson’s bullish argument is different from Ramsay’s.Interestingly, Ragson considers Nvidia undervalued based on earnings estimates. “[W]hile forward [earnings] estimates have quadrupled this year as generative AI has boomed, multiples have compressed by almost 2/3 during the same period,” the Bernstein analyst explained.Based on the math, Ragson’s argument seems to have merit. Specifically, Ragson determined Nvidia trades at 25 times the company’s forward (i.e., expected) earnings. This represents Nvidia’s lowest forward earnings multiple since the end of 2018. So, by that measure, the company’s stock shares aren’t overpriced at all.Nvidia Stock: After a Break Above $500, the Sky’s the LimitGoing forward into the new year, investors should expect Nvidia to grow and evolve along with the AI hardware market. If Nvidia stock got stuck at $500 for a while in 2023, that was likely just a temporary roadblock.Besides, investors should consider the argument that Nvidia might actually be undervalued, based on the company’s expected earnings. All in all, NVDA stock gets an easy “A” grade and has the potential to move far beyond $500.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258538564067392,"gmtCreate":1704153651313,"gmtModify":1704153655658,"author":{"id":"3575102877976288","authorId":"3575102877976288","name":"Chaishen","avatar":"https://static.tigerbbs.com/b8bb167c6f990b4a02d66313039eb021","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"If to choose only one which counter will you go for?","listText":"If to choose only one which counter will you go for?","text":"If to choose only one which counter will you go for?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258538564067392","repostId":"2395237048","repostType":4,"repost":{"id":"2395237048","pubTimestamp":1704075330,"share":"https://www.laohu8.com/m/news/2395237048?lang=&edition=full","pubTime":"2024-01-01 10:15","market":"us","language":"en","title":"Why Nvidia, AMD, and Intel Will Be Hot Stock Stories in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2395237048","media":"Yahoo Finance","summary":"This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with:. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't on my radar screen, what can I say.It wasn't until my former boss Jim Cramer began discussing the company's chip advancements every day inside TheStreet's HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call.Wall Street analysts on average forecast Nvidia's earnings will grow nearly 70% over the next year . And Nvidia's trailing 12 month price-to-earnings ratio of 64 is almost triple the S&P 500's.Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a","content":"<html><head></head><body><p>I must make a confession before the New Year. </p><p>Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn&#39;t on my radar screen, what can I say.</p><p>It wasn&#39;t until my former boss Jim Cramer began discussing the company&#39;s chip advancements every day inside <a href=\"https://laohu8.com/S/TST\">TheStreet</a>&#39;s HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call. </p><p>Since then, Nvidia (NVDA) has truly captured the minds of investors — and corporate execs who are tapping the company to support their AI expansion. Just this year, Nvidia&#39;s market cap exploded past $1 trillion for the first time (it&#39;s now at $1.2 trillion, according to Yahoo Finance data). </p><p>Wall Street analysts on average forecast Nvidia&#39;s earnings will grow nearly 70% over the next year (it&#39;s probably going to be much higher). And Nvidia&#39;s trailing 12 month price-to-earnings ratio of 64 is almost triple the S&amp;P 500&#39;s.</p><p>It can&#39;t make its H100 AI chips fast enough, and they remain in short supply. </p><p>Companies such as CoreWeave are raising debt backed by the Nvidia chips they own (kind of crazy when you think about how fast the tech is moving, risking asset devaluation). Nvidia founder Jensen Huang — who conceived of the business from inside a Denny&#39;s in 1993 — has minted slews of millionaires inside of his company, and is reportedly warning them not to get fat and lazy.</p><p>From the outside looking in, everything has seemed to go Nvidia&#39;s way the past decade. I am sure there have been challenges for management and lower-level employees, but the company has continued to put win after win on the board for investors. </p><p>I am not here to say Nvidia&#39;s winning ways won&#39;t continue in 2024. The company&#39;s mega wins have propelled it well out in front of rivals in chip development. But what I am saying today is that the competitive gap with two large, hungry rivals is narrowing. </p><p>Nvidia bulls would be wise to undertake some competitive analysis on AMD (AMD) and Intel (INTC). </p><p>AMD unveiled its most advanced chip targeted at generative AI several weeks ago.</p><p>Coined the MI300x, it can use up to 192GB of memory and boasts an astounding 153 billion transistors. AMD CEO Lisa Su played up the chip&#39;s better performance potential relative to &#34;competitors&#34; — a not so thinly veiled reference to Nvidia.</p><p>The sizable memory capabilities mean AMD&#39;s new chip could be used to train large language models — such as OpenAI&#39;s ChatGPT — commonly known as &#34;LLMs.&#34;</p><p>Su told me she has a &#34;line of sight&#34; to $2 billion in sales from this chip alone in 2024.</p><p>Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a tough 2022 and first half of this year. </p><p>A week ago, Intel showcased a range of products and services that all include artificial intelligence. On display was Gaudi3, an artificial intelligence chip for generative AI software. The chip will officially launch next year.</p><p>The Street gave the new chips solid marks.</p><p>Gelsinger told me he is ramping up production of these new chips like &#34;crazy&#34; (see above video) to be the dominant player in the budding AI PC market. </p><p>This three-party AI chip battle will be the one to watch in 2024... perhaps with major implications for the share price performances of the individual companies and broader AI complex. Don&#39;t discount the challengers, Nvidia fans.</p></body></html>","source":"yahoofinance_sg","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>Why Nvidia, AMD, and Intel Will Be Hot Stock Stories in 2024</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\">\nWhy Nvidia, AMD, and Intel Will Be Hot Stock Stories in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-01 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-nvidia-amd-and-intel-will-be-hot-stock-stories-in-2024-110025052.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I must make a confession before the New Year. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-nvidia-amd-and-intel-will-be-hot-stock-stories-in-2024-110025052.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","INTC":"英特尔","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4567":"ESG概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","NVDA":"英伟达","BK4535":"淡马锡持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4543":"AI","AMD":"美国超微公司","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4550":"红杉资本持仓","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4512":"苹果概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A"},"source_url":"https://finance.yahoo.com/news/why-nvidia-amd-and-intel-will-be-hot-stock-stories-in-2024-110025052.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2395237048","content_text":"I must make a confession before the New Year. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't on my radar screen, what can I say.It wasn't until my former boss Jim Cramer began discussing the company's chip advancements every day inside TheStreet's HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call. Since then, Nvidia (NVDA) has truly captured the minds of investors — and corporate execs who are tapping the company to support their AI expansion. Just this year, Nvidia's market cap exploded past $1 trillion for the first time (it's now at $1.2 trillion, according to Yahoo Finance data). Wall Street analysts on average forecast Nvidia's earnings will grow nearly 70% over the next year (it's probably going to be much higher). And Nvidia's trailing 12 month price-to-earnings ratio of 64 is almost triple the S&P 500's.It can't make its H100 AI chips fast enough, and they remain in short supply. Companies such as CoreWeave are raising debt backed by the Nvidia chips they own (kind of crazy when you think about how fast the tech is moving, risking asset devaluation). Nvidia founder Jensen Huang — who conceived of the business from inside a Denny's in 1993 — has minted slews of millionaires inside of his company, and is reportedly warning them not to get fat and lazy.From the outside looking in, everything has seemed to go Nvidia's way the past decade. I am sure there have been challenges for management and lower-level employees, but the company has continued to put win after win on the board for investors. I am not here to say Nvidia's winning ways won't continue in 2024. The company's mega wins have propelled it well out in front of rivals in chip development. But what I am saying today is that the competitive gap with two large, hungry rivals is narrowing. Nvidia bulls would be wise to undertake some competitive analysis on AMD (AMD) and Intel (INTC). AMD unveiled its most advanced chip targeted at generative AI several weeks ago.Coined the MI300x, it can use up to 192GB of memory and boasts an astounding 153 billion transistors. AMD CEO Lisa Su played up the chip's better performance potential relative to \"competitors\" — a not so thinly veiled reference to Nvidia.The sizable memory capabilities mean AMD's new chip could be used to train large language models — such as OpenAI's ChatGPT — commonly known as \"LLMs.\"Su told me she has a \"line of sight\" to $2 billion in sales from this chip alone in 2024.Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a tough 2022 and first half of this year. A week ago, Intel showcased a range of products and services that all include artificial intelligence. On display was Gaudi3, an artificial intelligence chip for generative AI software. The chip will officially launch next year.The Street gave the new chips solid marks.Gelsinger told me he is ramping up production of these new chips like \"crazy\" (see above video) to be the dominant player in the budding AI PC market. This three-party AI chip battle will be the one to watch in 2024... perhaps with major implications for the share price performances of the individual companies and broader AI complex. Don't discount the challengers, Nvidia fans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258367549780224,"gmtCreate":1704112063355,"gmtModify":1704112067327,"author":{"id":"4103089604754610","authorId":"4103089604754610","name":"jethro","avatar":"https://static.tigerbbs.com/445b4765728802a2e3b3795587bae0a3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258367549780224","repostId":"2394247750","repostType":2,"repost":{"id":"2394247750","pubTimestamp":1703644303,"share":"https://www.laohu8.com/m/news/2394247750?lang=&edition=full","pubTime":"2023-12-27 10:31","market":"us","language":"en","title":"AMD: I Was Too Shortsighted (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2394247750","media":"Seekingalpha","summary":"Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed imp","content":"<html><head></head><body><ul style=\"\"><li><p>Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.</p></li><li><p>Data Center and Client segments drove growth, while the Gaming segment declined but showed improved margins.</p></li><li><p>Despite near-term challenges, AMD&#39;s strategic focus and strong balance sheet position the company for long-term growth.</p></li><li><p>But buying a stock with a free cash flow yield of 0.58% when I can get its peer for a many times higher yield and with roughly the same industry tailwinds, I think is an unwarranted idea.</p></li></ul><p><strong>Advanced Micro Devices, Inc</strong>. (NASDAQ: AMD) is a global semiconductor company operating in four segments: Data Center (27.55% of total sales in Q3 FY2023), Client (25.05%), Gaming (25.96%), and Embedded (21.43%). It specializes in x86 microprocessors and GPUs, offering a range of products under brands like AMD Ryzen and Radeon. AMD serves diverse customers, including OEMs, cloud service providers, and retailers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a3665dd8a108d89521e5104e9bf76b6\" tg-width=\"640\" tg-height=\"215\"/></p><p>AMD&#39;s Q3 FY2023 IR materials</p><p>The last and only time I wrote about AMD was at the end of August 2023. Back, then I gave my 5 reasons why the stock should fall in the short term. After 4 months, I realized that my earlier &#34;Sell&#34; rating was rather shortsighted: the stock did correct a bit for a couple of weeks, but then exploded and clearly outperformed the broad market:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9866cb4ec1112f1bab9db5dc80fb96a\" tg-width=\"640\" tg-height=\"322\"/></p><p>Seeking Alpha, the author&#39;s coverage of AMD</p><p>Looking back at my previous reasoning, I understand that I overestimated to some extent the impact of rising interest rates on AMD&#39;s operational growth. I assumed that we would see lower growth from AMD compared to Nvidia (NVDA) in the near term due to the negative impact of the company&#39;s broader revenue diversification, and that this would most likely lead to profit-taking.</p><p>But, in fact, AMD rallied by ~9% after releasing its Q3 FY2023 results. It reported revenue of $5.80 billion, up 4% year-over-year and 8% QoQ, exceeding both its guidance range and the consensus estimate. Non-GAAP profit per diluted share reached $0.70, a 4% increase from the previous year and a $0.12 sequential rise. According to Seeking Alpha data, the company beat on Non-GAAP EPS:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b226172264fb4978d6f8b769f2752e2\" tg-width=\"640\" tg-height=\"234\"/></p><p>Seeking Alpha</p><p>The Data Center segment, accounting for almost 28% of total revenue, saw a 1% year-over-year decline but a substantial 21% sequential increase, driven by strong demand for third and fourth-generation EPYC processor families. The company made strides in the data center GPU business, with plans for data center GPU revenue to exceed $2 billion in FY2024. The post-results strength in AMD shares was attributed to excitement around the company&#39;s products for the generative AI opportunity, including the Instinct MI300X Accelerator, Argus Research&#39;s analysts wrote in the post-earnings note (proprietary source).</p><p>Client revenue, representing 25% of total revenue, rose by an impressive 42% annually, driven by Ryzen 7000 processors. Client sales were supported by normalizing inventory levels in the PC distribution channel, contributing to a positive outlook for the future. It now looks like AMD&#39;s share gains in CPUs for data center and client applications, coupled with market leadership in console gaming, position the company for long-term growth.</p><p>Gaming revenue, comprising 26% of total revenue, declined by 8% year-over-year, attributed to the extended console cycle, with semi-custom SoC sales aligning with AMD&#39;s projections. Part of this decline is what I was getting at in my last article, but it was actually not as severe as I expected. What&#39;s more important, this segment&#39;s EBIT increased by 46% YoY, and the segment margin improved to 13.8% in Q3 2023 from 8.7% in Q3 2022. Looking ahead to Q4 2023, revenue from the gaming business is expected to decline annually due to the current stage of the console cycle, but if the stability of the EBIT margin is maintained, investors need not worry - the growth of Data Center and Client will most likely mask any negative impact.</p><p>The Embedded segment experienced a 5% year-over-year revenue dip and a more substantial 15% sequential decrease. But again, the segment&#39;s EBIT remained robust at $612 million, with a segment margin of 49.2% in Q3 2023, reflecting a 50 basis points YoY increase. Key categories served by Embedded include aerospace &amp; defense, industrial, medical, semiconductor test &amp; measurement, and communications infrastructure. The outlook for Q4 2023 suggests a YoY decline in Embedded revenue due to softening demand, particularly in the automotive sector impacted by high vehicle financing rates and a UAW strike. Despite the near-term challenges, AMD&#39;s strategic focus on acquired Xilinx product families and advancements in the automotive space positions the Embedded segment for long-term growth, in my view.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8647cd175285c5cf90ade03210091065\" tg-width=\"640\" tg-height=\"363\"/></p><p>AMD&#39;s Q3 FY2023 IR materials</p><p>The overall guidance points to 9% annual top-line growth and a 5% sequential gain, positioning AMD for high single-digit to low double-digit EPS growth in Q4 2023 and promising revenue and earnings acceleration in FY2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c1a1f115a2c8abab28efd2f7f44fe99\" tg-width=\"640\" tg-height=\"405\"/></p><p>AMD&#39;s Q3 FY2023 IR materials</p><p>At the same time, the company&#39;s balance sheet looks very strong. AMD had $5.88 billion at the end of Q3 FY2023 with a total debt of only $2.47 billion. AMD&#39;s current ratio is well above 2, and the ratio of debt to equity is close to zero with no debt growth. The company can cover its entire debt with its EBITDA in less than 2 years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a89b98fa15d73f6fe8d98c1d5d3aa78\" tg-width=\"640\" tg-height=\"251\"/></p><p>YCharts, author&#39;s compilation</p><p>I believe AMD is poised for significant growth in the GPU market, challenging Nvidia&#39;s dominance, particularly in AI applications. The company&#39;s open-source approach, compatibility with competitors&#39; graphics cards, and energy-efficient mid-range options, such as the RX 7800 series, suggest a competitive edge. While Nvidia currently leads in software with CUDA, AMD&#39;s past success against Intel (INTC) indicates the potential for further advancements. Strategic partnerships in the notebook space, innovations like CDNA with Infinity Fabric Technology, and the competitive showing of the MI300x against NVIDIA&#39;s AH100 underscore AMD&#39;s position in the AI sector, signaling a promising future in the GPU market.</p><p>But in light of the above - given the prospects and the strong financial position - <em>why do I upgrade the stock to &#34;Hold&#34; and not to &#39;Buy&#39;?</em></p><p>The valuation of the company puzzles me - and it&#39;s not the high P/E ratios you might think. I first look at the free cash flow (&#34;FCF&#34;) and realize that in AMD&#39;s case, it&#39;s falling and so is the FCF yield, which is only 0.58%:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8747df22a317790fcf2eb740a7535c45\" tg-width=\"635\" tg-height=\"467\"/></p><p>Data by YCharts</p><p>Even with the &#34;more expensive&#34; Nvidia, the situation looks much more advantageous: The company&#39;s FCF yield is about 2.5x higher and the absolute free cash flow generation looks way better:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5363781444200c15b4e1451d46ea9d2c\" tg-width=\"635\" tg-height=\"467\"/></p><p>Data by YCharts</p><p>AMD is trying its best to expand its market and is therefore currently investing more than other peers in R&amp;D (as a percentage of sales), while the company has a relatively normal but only growing CAPEX-to-sales ratio in the selected sample.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3466c601d9848b72dfe59d8c51dff109\" tg-width=\"640\" tg-height=\"245\"/></p><p>YCharts, author&#39;s notes</p><p>This &#34;overinvestment&#34; does not help margins, which remain at a relatively low level:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/528db2f2222b42cfa99f8e7fb21fb31e\" tg-width=\"640\" tg-height=\"304\"/></p><p>Seeking Alpha, AMD&#39;s peers, author&#39;s notes</p><p>At the same time, lower margins should theoretically lead to some kind of valuation discount - the multiples should appear more favorable (lower) to investors. But when we come back to the FCF yield, we don&#39;t see that.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/016df9bb98c697edf36cc2a914136e02\" tg-width=\"635\" tg-height=\"484\"/></p><p>Data by YCharts</p><p>I realize that the colossal amounts AMD has spent on R&amp;D and CAPEX in recent years will inevitably bear fruit in the form of monetization of new products. But today, buying AMD stock seems like a relatively less attractive idea when compared to Broadcom (AVGO), which also has some advantages that I wrote about in more detail in my recent article on the subject.</p><h2 id=\"id_1749102547\">The Verdict</h2><p>I risk being shortsighted again this time because AMD really looks like a financially healthy company with a lot of prospects ahead. As a direct beneficiary of the &#34;AI revolution,&#34; AMD&#39;s earnings per share will likely continue to rebound strongly in the future, helping the stock to grow out of its current seemingly expensive valuation.</p><p>But compared to other peers, I don&#39;t see any undervaluation in this story. Just like last time, I expect AMD to fall sharply before I would consider buying. That may not happen in the near term, so I wouldn&#39;t bet on the fall - hence my upgrade today. But buying a stock with a free cash flow yield of 0.58% when I can get another stock for a many times higher yield and with roughly the same industry tailwinds, I think is an unwarranted idea.</p><p><em>Let me know what you think about this.</em></p><p><em>Thanks for reading!</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: I Was Too Shortsighted (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nAMD: I Was Too Shortsighted (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-27 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4659679-amd-i-was-too-shortsighted-rating-upgrade><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed ...</p>\n\n<a href=\"https://seekingalpha.com/article/4659679-amd-i-was-too-shortsighted-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4543":"AI","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4588":"碎股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4503":"景林资产持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4512":"苹果概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4549":"软银资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4548":"巴美列捷福持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","AMD":"美国超微公司","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4592":"伊斯兰概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD"},"source_url":"https://seekingalpha.com/article/4659679-amd-i-was-too-shortsighted-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2394247750","content_text":"Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed improved margins.Despite near-term challenges, AMD's strategic focus and strong balance sheet position the company for long-term growth.But buying a stock with a free cash flow yield of 0.58% when I can get its peer for a many times higher yield and with roughly the same industry tailwinds, I think is an unwarranted idea.Advanced Micro Devices, Inc. (NASDAQ: AMD) is a global semiconductor company operating in four segments: Data Center (27.55% of total sales in Q3 FY2023), Client (25.05%), Gaming (25.96%), and Embedded (21.43%). It specializes in x86 microprocessors and GPUs, offering a range of products under brands like AMD Ryzen and Radeon. AMD serves diverse customers, including OEMs, cloud service providers, and retailers.AMD's Q3 FY2023 IR materialsThe last and only time I wrote about AMD was at the end of August 2023. Back, then I gave my 5 reasons why the stock should fall in the short term. After 4 months, I realized that my earlier \"Sell\" rating was rather shortsighted: the stock did correct a bit for a couple of weeks, but then exploded and clearly outperformed the broad market:Seeking Alpha, the author's coverage of AMDLooking back at my previous reasoning, I understand that I overestimated to some extent the impact of rising interest rates on AMD's operational growth. I assumed that we would see lower growth from AMD compared to Nvidia (NVDA) in the near term due to the negative impact of the company's broader revenue diversification, and that this would most likely lead to profit-taking.But, in fact, AMD rallied by ~9% after releasing its Q3 FY2023 results. It reported revenue of $5.80 billion, up 4% year-over-year and 8% QoQ, exceeding both its guidance range and the consensus estimate. Non-GAAP profit per diluted share reached $0.70, a 4% increase from the previous year and a $0.12 sequential rise. According to Seeking Alpha data, the company beat on Non-GAAP EPS:Seeking AlphaThe Data Center segment, accounting for almost 28% of total revenue, saw a 1% year-over-year decline but a substantial 21% sequential increase, driven by strong demand for third and fourth-generation EPYC processor families. The company made strides in the data center GPU business, with plans for data center GPU revenue to exceed $2 billion in FY2024. The post-results strength in AMD shares was attributed to excitement around the company's products for the generative AI opportunity, including the Instinct MI300X Accelerator, Argus Research's analysts wrote in the post-earnings note (proprietary source).Client revenue, representing 25% of total revenue, rose by an impressive 42% annually, driven by Ryzen 7000 processors. Client sales were supported by normalizing inventory levels in the PC distribution channel, contributing to a positive outlook for the future. It now looks like AMD's share gains in CPUs for data center and client applications, coupled with market leadership in console gaming, position the company for long-term growth.Gaming revenue, comprising 26% of total revenue, declined by 8% year-over-year, attributed to the extended console cycle, with semi-custom SoC sales aligning with AMD's projections. Part of this decline is what I was getting at in my last article, but it was actually not as severe as I expected. What's more important, this segment's EBIT increased by 46% YoY, and the segment margin improved to 13.8% in Q3 2023 from 8.7% in Q3 2022. Looking ahead to Q4 2023, revenue from the gaming business is expected to decline annually due to the current stage of the console cycle, but if the stability of the EBIT margin is maintained, investors need not worry - the growth of Data Center and Client will most likely mask any negative impact.The Embedded segment experienced a 5% year-over-year revenue dip and a more substantial 15% sequential decrease. But again, the segment's EBIT remained robust at $612 million, with a segment margin of 49.2% in Q3 2023, reflecting a 50 basis points YoY increase. Key categories served by Embedded include aerospace & defense, industrial, medical, semiconductor test & measurement, and communications infrastructure. The outlook for Q4 2023 suggests a YoY decline in Embedded revenue due to softening demand, particularly in the automotive sector impacted by high vehicle financing rates and a UAW strike. Despite the near-term challenges, AMD's strategic focus on acquired Xilinx product families and advancements in the automotive space positions the Embedded segment for long-term growth, in my view.AMD's Q3 FY2023 IR materialsThe overall guidance points to 9% annual top-line growth and a 5% sequential gain, positioning AMD for high single-digit to low double-digit EPS growth in Q4 2023 and promising revenue and earnings acceleration in FY2024.AMD's Q3 FY2023 IR materialsAt the same time, the company's balance sheet looks very strong. AMD had $5.88 billion at the end of Q3 FY2023 with a total debt of only $2.47 billion. AMD's current ratio is well above 2, and the ratio of debt to equity is close to zero with no debt growth. The company can cover its entire debt with its EBITDA in less than 2 years.YCharts, author's compilationI believe AMD is poised for significant growth in the GPU market, challenging Nvidia's dominance, particularly in AI applications. The company's open-source approach, compatibility with competitors' graphics cards, and energy-efficient mid-range options, such as the RX 7800 series, suggest a competitive edge. While Nvidia currently leads in software with CUDA, AMD's past success against Intel (INTC) indicates the potential for further advancements. Strategic partnerships in the notebook space, innovations like CDNA with Infinity Fabric Technology, and the competitive showing of the MI300x against NVIDIA's AH100 underscore AMD's position in the AI sector, signaling a promising future in the GPU market.But in light of the above - given the prospects and the strong financial position - why do I upgrade the stock to \"Hold\" and not to 'Buy'?The valuation of the company puzzles me - and it's not the high P/E ratios you might think. I first look at the free cash flow (\"FCF\") and realize that in AMD's case, it's falling and so is the FCF yield, which is only 0.58%:Data by YChartsEven with the \"more expensive\" Nvidia, the situation looks much more advantageous: The company's FCF yield is about 2.5x higher and the absolute free cash flow generation looks way better:Data by YChartsAMD is trying its best to expand its market and is therefore currently investing more than other peers in R&D (as a percentage of sales), while the company has a relatively normal but only growing CAPEX-to-sales ratio in the selected sample.YCharts, author's notesThis \"overinvestment\" does not help margins, which remain at a relatively low level:Seeking Alpha, AMD's peers, author's notesAt the same time, lower margins should theoretically lead to some kind of valuation discount - the multiples should appear more favorable (lower) to investors. But when we come back to the FCF yield, we don't see that.Data by YChartsI realize that the colossal amounts AMD has spent on R&D and CAPEX in recent years will inevitably bear fruit in the form of monetization of new products. But today, buying AMD stock seems like a relatively less attractive idea when compared to Broadcom (AVGO), which also has some advantages that I wrote about in more detail in my recent article on the subject.The VerdictI risk being shortsighted again this time because AMD really looks like a financially healthy company with a lot of prospects ahead. As a direct beneficiary of the \"AI revolution,\" AMD's earnings per share will likely continue to rebound strongly in the future, helping the stock to grow out of its current seemingly expensive valuation.But compared to other peers, I don't see any undervaluation in this story. Just like last time, I expect AMD to fall sharply before I would consider buying. That may not happen in the near term, so I wouldn't bet on the fall - hence my upgrade today. But buying a stock with a free cash flow yield of 0.58% when I can get another stock for a many times higher yield and with roughly the same industry tailwinds, I think is an unwarranted idea.Let me know what you think about this.Thanks for reading!","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255888727744608,"gmtCreate":1703507102622,"gmtModify":1703507107964,"author":{"id":"4089118747466230","authorId":"4089118747466230","name":"Blessedme","avatar":"https://community-static.tradeup.com/news/3757be1781f0fa5d0ed4ee927cb8cc38","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"AMD Will skyrocket in 2024.&nbsp;","listText":"AMD Will skyrocket in 2024.&nbsp;","text":"AMD Will skyrocket in 2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255888727744608","repostId":"2394423239","repostType":4,"repost":{"id":"2394423239","pubTimestamp":1703505392,"share":"https://www.laohu8.com/m/news/2394423239?lang=&edition=full","pubTime":"2023-12-25 19:56","market":"us","language":"en","title":"AMD Is Still Being Underestimated","url":"https://stock-news.laohu8.com/highlight/detail?id=2394423239","media":"Seekingalpha","summary":"NVIDIA is still considered the unstoppable force in the graphics processor market.But is AMD really that far behind, or are they being underestimated?","content":"<html><head></head><body><ul style=\"\"><li><p>NVIDIA is still considered the unstoppable force in the graphics processor market.</p></li><li><p>But is AMD really that far behind, or are they being underestimated?</p></li><li><p>The most recent developments have made it clear that AMD is a real competitor.</p></li></ul><h2 id=\"id_216739770\">The AMD Investment Thesis</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80ee787cf930bb47623d3a8b0806078f\" tg-width=\"635\" tg-height=\"435\"/></p><p>Data by YCharts</p><p>Fueled by the AI hype, <strong>Advanced Micro Devices, Inc.</strong> (NASDAQ: AMD) has had a fantastic year in terms of its stock price. By selling CPUs, GPUs, and licensing technology to other companies, AMD captures the spirit of the times. Its high-performance, value-priced products appeal to customers ranging from data centers and large enterprises to individuals and gamers.</p><p>Combined with energy efficiency and high reliability, this helps AMD maintain a loyal customer base and compete for market share. Despite this, AMD is still underestimated, even though they have an exceptional R&amp;D track record and have taken on Goliath before in the form of Intel (INTC). And this time, the Goliath is NVIDIA (NVDA).</p><h2 id=\"id_1175987764\">AMD Vs. Intel In The CPU Market</h2><p>What many never thought possible was that AMD would be able to break Intel&#39;s stranglehold on the CPU market, but AMD has done it. There was a time when Intel dominated all the benchmarks and had superior technology. But as of today, AMD&#39;s Ryzen 9 7950X3D is probably the best gaming processor, and the AMD Ryzen 9 7950x is the best when it comes to multi-core utilization. However, Intel&#39;s Core i9 14900k with 24 cores is the fastest single core. The 8 performance cores and 16 efficient cores work efficiently to help Intel win the neck-and-neck race in this segment.</p><p>However, AMD has a new HEDT with the Ryzen Threadripper 7000 that is currently virtually unrivaled in the workstation market, but HEDTs are not a mass product as they are very expensive. The 7980X, for example, costs $4999. But overall, AMD processors are definitely better at multitasking because they tend to have more cores, threads, and memory, and they are more energy efficient. But Intel has its strengths too, as its single-core processors are still the best, but AMD could claim that title in the future. A big win for AMD, for example, was their Ryzen 7 5700k, which beat the Core i5 and thus secured AMD the win in the lower price segment.</p><p>In general, however, I believe that both companies will continue to dominate the CPU market because they are far ahead of the competition in this segment and the demand for CPUs is high and will remain so. However, the market for CPUs for mobile phones will probably become more important as well, where there are other strong players.</p><p>AMD&#39;s focus on Chiplet has clearly helped them in the past, as the waste rate is much lower compared to Intel&#39;s monolithic approach. Intel has noticed this as well and introduced the first Chiplet lineup with Meteor Lake. But AMD obviously has an advantage because they have been working with this technology longer and more deeply.</p><h2 id=\"id_1489335844\">AMD Vs. NVIDIA In The GPU Market</h2><p>One of the most closely watched battles right now is NVIDIA vs. AMD in the GPU market, especially in terms of AI applications. After acquiring ATI in 2006, AMD began to compete in the graphics card market where NVIDIA has clearly set the trends and standards for years. Raytracing, Upscaling DLSS, and G-Sync are just a few of the innovations in recent years that have helped NVIDIA stay on top and dominate the benchmarks with its flagship models. This allows NVIDIA to justify the premium price of its GPUs, although there are some who say that AMD sometimes offers better value.</p><p>AMD is committed to making its technologies available to as many users as possible, and FSR is even compatible with graphics cards from the competition. Their approach is to be open source and to use industry standards. NVIDIA takes a different approach. Innovations are often not backward compatible, e.g. DLSS V3 is only compatible with RTX 40 series cards, and NVIDIA definitely does not have an open source approach. In addition, NVIDIA has an ecosystem that is clearly designed to lock customers into the NVIDIA ecosystem and create high barriers and costs to switching.</p><p>Both approaches have their advantages and disadvantages, but I would say that NVIDIA&#39;s CUDA currently has a competitive advantage because it is easier to implement and the performance is slightly better than AMD&#39;s open source ROCm. So on the software side, NVIDIA is still ahead at the moment. But a couple of years ago, everybody thought Intel was several years ahead of AMD and AMD was underestimated, and that could be the case in this scenario as well. Although NVIDIA is probably stronger than Intel was then. But AMD is already trying to push Ethernet as the standard for AI networks and to displace NVIDIA&#39;s InfiniBand in order to weaken NVIDIA&#39;s competitive advantage.</p><p>In the mid-range of graphics cards, the RX 7800 XT might be even better than the 4070 series, and the RX 7800 generally has a fantastic price/performance ratio. But when it comes to maximum performance, the NVIDIA GeForce 4090 is probably the best card out there right now. But AMD has its strengths in energy efficiency and cost efficiency. In general, I think the focus should not be on who is stronger, but that the situation is similar to <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and Mastercard (MA). That is, both exist side by side and both benefit from the increasing demand. The market is big enough for both to generate incredible shareholder returns over the next 10 years.</p><p>AMD&#39;s partnership with HP and Lenovo in the notebook space should drive sales, and AMD&#39;s CDNA with Infinity Fabric Technology and high-bandwidth memory is delivering significant improvements in AI performance. In particular, CDNA 3 delivers improved performance and efficiency.</p><p>AMD had an impressive showing with their MI300x when they introduced it on December 6th and showed that it outperformed NVIDIA&#39;s AH100. NVIDIA responded by releasing their own benchmark that shows the AH100 is still better with the right settings. AMD responded by releasing a new benchmark that once again showed the MI300X outperforming with the right settings. Which settings are correct and whether AH100 or MI300X is stronger is secondary in my opinion. The important fact is that AMD can compete with NVIDIA in this area and that both companies have incredibly powerful solutions for AI. And are therefore perfectly positioned for the future.</p><h2 id=\"id_3330875823\">AMD&#39;s Metrics and Balance Sheet</h2><p>With $5,785 million in cash + ST investments versus $1,715 million in LT debt, AMD has a very secure balance sheet. The debt can be easily serviced with cash and therefore the downside risk is protected in terms of balance sheet quality. And if we look at the income statement, we see that interest income is higher than interest expense, another sign of financial stability.</p><ul style=\"\"><li><p>Interest Income: $179m</p></li><li><p>Interest Expense: $98m</p></li></ul><p>What&#39;s not so nice, however, is that shares outstanding are steadily increasing, and SBC had incredibly large increases in 2022 and 2023. SBC increased from $379 million in December 2021 to a TTM value of $1,325 million. This is nearly a fourfold increase in two years.</p><p>Adjusted TTM FCF is therefore $2,758 - $1,325 = $1,433 million, which is only half of what it looks like at first glance.</p><h2 id=\"id_2761455733\">AMD&#39;s Capital Allocation And ROIC</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52e50639281f88e6e67ad1f283465ca5\" tg-width=\"635\" tg-height=\"435\"/></p><p>Data by YCharts</p><p>If someone were to use a simple screen for high ROIC companies, AMD would not appear right now. Under normal circumstances, I would look at the ROIC-WACC spread, but in this case, it does not make sense because with an ROIC that is almost zero, the spread is negative. However, given the importance of R&amp;D and intellectual property in the industries in which AMD competes, I expect AMD&#39;s ROIC to increase in the coming years as its investments bear fruit. So I expect them to have a strong spread at some point in the next 3 to 5 years. And let us not forget that companies that increase their ROIC are among the best investments if we can rely on Professor Mauboussin&#39;s research.</p><h2 id=\"id_304972000\">AMD&#39;s Reverse DCF</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c866f693344397e159da53607592d1e\" tg-width=\"640\" tg-height=\"65\"/></p><p>Author</p><p>AMD&#39;s reverse DCF is a tricky one. The TTM diluted EPS is not appropriate and we should use a normalized one due to the rapidly increasing revenues, cost of sales, and operating expenses. So, with normalized EPS of $2 and a hurdle rate of 15%, the stock has priced in an EPS CAGR of 25% over the next 10 years.</p><p>The required growth rate is definitely very difficult to achieve, but AMD has the growth opportunity to do it. But it will be a hell of a task even with the TAM they have.</p><h2 id=\"id_1427237318\">What could EPS look like in 5 years?</h2><p>I could see $4 to $5 EPS in 5 years. But with a company like AMD in such a fast-growing and changing market, it is like playing the lottery to give an EPS estimate 5 years out. I think it is better to look at their position in the CPU and GPU market and that they are in the top 2 in both and therefore will benefit from all the growth. And even if the EPS is lower in 5 years, they could still make a very attractive return based on growth and the market environment.</p><h2 id=\"id_58310280\">Conclusion</h2><p>AMD is in two very critical industries where they have a strong competitive presence. Very high barriers to entry in the form of know-how and a small pool of people who are truly experts in this area will protect revenues. Even with unlimited resources, it will take years for the competition to reach the level of NVIDIA, AMD, or Intel.</p><p>However, dependence on key suppliers such as chip manufacturers gives companies such as TSMC (TSM) some bargaining power. On a positive note, however, the fact that Meta (META) and Microsoft (MSFT) want to buy AMD&#39;s newest AI chip as an alternative to NVIDIA&#39;s definitely speaks in favor of AMD&#39;s chips. Therefore, I think AMD is still underappreciated when we look at their success with the latest AI chips, their market share development over the last few years in the CPU and GPU market, and the potential for market share gains in the future.</p><p>And even if AMD remains the perennial number 2 in the GPU market, that should be enough to grow earnings and revenue at an incredible rate. There are countless examples where being the second-best company in a market has also been a great investment. And if they continue to execute with excellence, AMD still has a shot at challenging NVIDIA&#39;s lead.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Is Still Being Underestimated</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\">\nAMD Is Still Being Underestimated\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-25 19:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4659482-amd-is-still-being-underestimated><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA is still considered the unstoppable force in the graphics processor market.But is AMD really that far behind, or are they being underestimated?The most recent developments have made it clear ...</p>\n\n<a href=\"https://seekingalpha.com/article/4659482-amd-is-still-being-underestimated\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4512":"苹果概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","AMD":"美国超微公司","LU0557290698.USD":"施罗德环球可持续增长基金","BK4516":"特朗普概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4515":"5G概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4567":"ESG概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4576":"AR","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4566":"资本集团","BK4551":"寇图资本持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0109392836.USD":"富兰克林科技股A","BK4559":"巴菲特持仓","LU0171293334.USD":"贝莱德英国基金A2","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"https://seekingalpha.com/article/4659482-amd-is-still-being-underestimated","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2394423239","content_text":"NVIDIA is still considered the unstoppable force in the graphics processor market.But is AMD really that far behind, or are they being underestimated?The most recent developments have made it clear that AMD is a real competitor.The AMD Investment ThesisData by YChartsFueled by the AI hype, Advanced Micro Devices, Inc. (NASDAQ: AMD) has had a fantastic year in terms of its stock price. By selling CPUs, GPUs, and licensing technology to other companies, AMD captures the spirit of the times. Its high-performance, value-priced products appeal to customers ranging from data centers and large enterprises to individuals and gamers.Combined with energy efficiency and high reliability, this helps AMD maintain a loyal customer base and compete for market share. Despite this, AMD is still underestimated, even though they have an exceptional R&D track record and have taken on Goliath before in the form of Intel (INTC). And this time, the Goliath is NVIDIA (NVDA).AMD Vs. Intel In The CPU MarketWhat many never thought possible was that AMD would be able to break Intel's stranglehold on the CPU market, but AMD has done it. There was a time when Intel dominated all the benchmarks and had superior technology. But as of today, AMD's Ryzen 9 7950X3D is probably the best gaming processor, and the AMD Ryzen 9 7950x is the best when it comes to multi-core utilization. However, Intel's Core i9 14900k with 24 cores is the fastest single core. The 8 performance cores and 16 efficient cores work efficiently to help Intel win the neck-and-neck race in this segment.However, AMD has a new HEDT with the Ryzen Threadripper 7000 that is currently virtually unrivaled in the workstation market, but HEDTs are not a mass product as they are very expensive. The 7980X, for example, costs $4999. But overall, AMD processors are definitely better at multitasking because they tend to have more cores, threads, and memory, and they are more energy efficient. But Intel has its strengths too, as its single-core processors are still the best, but AMD could claim that title in the future. A big win for AMD, for example, was their Ryzen 7 5700k, which beat the Core i5 and thus secured AMD the win in the lower price segment.In general, however, I believe that both companies will continue to dominate the CPU market because they are far ahead of the competition in this segment and the demand for CPUs is high and will remain so. However, the market for CPUs for mobile phones will probably become more important as well, where there are other strong players.AMD's focus on Chiplet has clearly helped them in the past, as the waste rate is much lower compared to Intel's monolithic approach. Intel has noticed this as well and introduced the first Chiplet lineup with Meteor Lake. But AMD obviously has an advantage because they have been working with this technology longer and more deeply.AMD Vs. NVIDIA In The GPU MarketOne of the most closely watched battles right now is NVIDIA vs. AMD in the GPU market, especially in terms of AI applications. After acquiring ATI in 2006, AMD began to compete in the graphics card market where NVIDIA has clearly set the trends and standards for years. Raytracing, Upscaling DLSS, and G-Sync are just a few of the innovations in recent years that have helped NVIDIA stay on top and dominate the benchmarks with its flagship models. This allows NVIDIA to justify the premium price of its GPUs, although there are some who say that AMD sometimes offers better value.AMD is committed to making its technologies available to as many users as possible, and FSR is even compatible with graphics cards from the competition. Their approach is to be open source and to use industry standards. NVIDIA takes a different approach. Innovations are often not backward compatible, e.g. DLSS V3 is only compatible with RTX 40 series cards, and NVIDIA definitely does not have an open source approach. In addition, NVIDIA has an ecosystem that is clearly designed to lock customers into the NVIDIA ecosystem and create high barriers and costs to switching.Both approaches have their advantages and disadvantages, but I would say that NVIDIA's CUDA currently has a competitive advantage because it is easier to implement and the performance is slightly better than AMD's open source ROCm. So on the software side, NVIDIA is still ahead at the moment. But a couple of years ago, everybody thought Intel was several years ahead of AMD and AMD was underestimated, and that could be the case in this scenario as well. Although NVIDIA is probably stronger than Intel was then. But AMD is already trying to push Ethernet as the standard for AI networks and to displace NVIDIA's InfiniBand in order to weaken NVIDIA's competitive advantage.In the mid-range of graphics cards, the RX 7800 XT might be even better than the 4070 series, and the RX 7800 generally has a fantastic price/performance ratio. But when it comes to maximum performance, the NVIDIA GeForce 4090 is probably the best card out there right now. But AMD has its strengths in energy efficiency and cost efficiency. In general, I think the focus should not be on who is stronger, but that the situation is similar to Visa (V) and Mastercard (MA). That is, both exist side by side and both benefit from the increasing demand. The market is big enough for both to generate incredible shareholder returns over the next 10 years.AMD's partnership with HP and Lenovo in the notebook space should drive sales, and AMD's CDNA with Infinity Fabric Technology and high-bandwidth memory is delivering significant improvements in AI performance. In particular, CDNA 3 delivers improved performance and efficiency.AMD had an impressive showing with their MI300x when they introduced it on December 6th and showed that it outperformed NVIDIA's AH100. NVIDIA responded by releasing their own benchmark that shows the AH100 is still better with the right settings. AMD responded by releasing a new benchmark that once again showed the MI300X outperforming with the right settings. Which settings are correct and whether AH100 or MI300X is stronger is secondary in my opinion. The important fact is that AMD can compete with NVIDIA in this area and that both companies have incredibly powerful solutions for AI. And are therefore perfectly positioned for the future.AMD's Metrics and Balance SheetWith $5,785 million in cash + ST investments versus $1,715 million in LT debt, AMD has a very secure balance sheet. The debt can be easily serviced with cash and therefore the downside risk is protected in terms of balance sheet quality. And if we look at the income statement, we see that interest income is higher than interest expense, another sign of financial stability.Interest Income: $179mInterest Expense: $98mWhat's not so nice, however, is that shares outstanding are steadily increasing, and SBC had incredibly large increases in 2022 and 2023. SBC increased from $379 million in December 2021 to a TTM value of $1,325 million. This is nearly a fourfold increase in two years.Adjusted TTM FCF is therefore $2,758 - $1,325 = $1,433 million, which is only half of what it looks like at first glance.AMD's Capital Allocation And ROICData by YChartsIf someone were to use a simple screen for high ROIC companies, AMD would not appear right now. Under normal circumstances, I would look at the ROIC-WACC spread, but in this case, it does not make sense because with an ROIC that is almost zero, the spread is negative. However, given the importance of R&D and intellectual property in the industries in which AMD competes, I expect AMD's ROIC to increase in the coming years as its investments bear fruit. So I expect them to have a strong spread at some point in the next 3 to 5 years. And let us not forget that companies that increase their ROIC are among the best investments if we can rely on Professor Mauboussin's research.AMD's Reverse DCFAuthorAMD's reverse DCF is a tricky one. The TTM diluted EPS is not appropriate and we should use a normalized one due to the rapidly increasing revenues, cost of sales, and operating expenses. So, with normalized EPS of $2 and a hurdle rate of 15%, the stock has priced in an EPS CAGR of 25% over the next 10 years.The required growth rate is definitely very difficult to achieve, but AMD has the growth opportunity to do it. But it will be a hell of a task even with the TAM they have.What could EPS look like in 5 years?I could see $4 to $5 EPS in 5 years. But with a company like AMD in such a fast-growing and changing market, it is like playing the lottery to give an EPS estimate 5 years out. I think it is better to look at their position in the CPU and GPU market and that they are in the top 2 in both and therefore will benefit from all the growth. And even if the EPS is lower in 5 years, they could still make a very attractive return based on growth and the market environment.ConclusionAMD is in two very critical industries where they have a strong competitive presence. Very high barriers to entry in the form of know-how and a small pool of people who are truly experts in this area will protect revenues. Even with unlimited resources, it will take years for the competition to reach the level of NVIDIA, AMD, or Intel.However, dependence on key suppliers such as chip manufacturers gives companies such as TSMC (TSM) some bargaining power. On a positive note, however, the fact that Meta (META) and Microsoft (MSFT) want to buy AMD's newest AI chip as an alternative to NVIDIA's definitely speaks in favor of AMD's chips. Therefore, I think AMD is still underappreciated when we look at their success with the latest AI chips, their market share development over the last few years in the CPU and GPU market, and the potential for market share gains in the future.And even if AMD remains the perennial number 2 in the GPU market, that should be enough to grow earnings and revenue at an incredible rate. There are countless examples where being the second-best company in a market has also been a great investment. And if they continue to execute with excellence, AMD still has a shot at challenging NVIDIA's lead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254930703986904,"gmtCreate":1703252611429,"gmtModify":1703252615515,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Thanks for your insights.&nbsp;","listText":"Thanks for your insights.&nbsp;","text":"Thanks for your insights.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254930703986904","repostId":"2393245170","repostType":4,"repost":{"id":"2393245170","pubTimestamp":1703250308,"share":"https://www.laohu8.com/m/news/2393245170?lang=&edition=full","pubTime":"2023-12-22 21:05","market":"us","language":"en","title":"Decoding Nvidia’s Trajectory: Time to Cash In or Hold for More Gains?","url":"https://stock-news.laohu8.com/highlight/detail?id=2393245170","media":"InvestorPlace","summary":"Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nvidia</strong> (<strong><u>NVDA</u></strong>) is the chief beneficiary of 2023’s inflated expectations for AI.</p></li><li><p>The Cloud Czars depend on Nvidia and don’t like it.</p></li><li><p>Watch their margins and GPU rental prices carefully.</p></li></ul><p>For <strong>Nvidia</strong> (NASDAQ: <strong><u>NVDA</u></strong>) stock, 2023 has been a year of inflating expectations. Shares are up 241% this year. The company’s market cap is now $1.23 trillion. That of the “Magnificent 7″ have replaced the reign of the “Cloud Czars”,” with Nvidia and <strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>) added to the mix.</p><p>But every technology, and every tech hype cycle, reaches a peak of inflated expectations. It then goes through what <strong>Gartner Group</strong> (NYSE: <strong><u>IT</u></strong>) calls a “trough of disillusionment” before finding its value. For investors, the trick now is to call the top and get out of the way when assumptions change. I am going to give you some clues for that with NVDA stock.</p><h2 id=\"id_173708886\">Where’s the Top for NVDA Stock?</h2><p>The Cloud era of the 2010s ran for most of a decade, and the primary beneficiaries are still in the winner’s circle. Huge orders from <strong>Apple</strong> (NASDAQ: <strong><u>AAPL</u></strong>), <strong>Microsoft </strong>(NASDAQ: <strong><u>MSFT</u></strong>), <strong>Amazon.Com</strong> (NASDAQ: <strong><u>AMZN</u></strong>), <strong>Alphabet</strong> (NASDAQ: <strong><u>GOOG</u></strong>)(NASDAQ: <strong><u>GOOGL</u></strong>) and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> (NASDAQ: <strong><u>META</u></strong>) have fueled Nvidia’s rise.</p><p>But there was a break, in 2022. The Czars all fell hard, along with many of the 2010-era services they spawned.</p><p>Most of the Czars are also in the chip business. Nvidia’s CUDA-X AI software, which developers deem essential stalls their plans. Nvidia isn’t just the <strong>Intel</strong> (NASDAQ: <strong><u>INTC</u></strong>) of the AI age, providing necessary hardware. It’s Microsoft as well, building its operating system.</p><p>It will take time for the Czars to get around CUDA. They’re motivated by the billions they’re pouring into Nvidia chips, and Nvidia’s decision to compete with them.</p><p>Once they succeed, the premium now being paid for Nvidia will decline to its hardware advantage. The company can make this up, in part, by making more chips. Enormous investments are being made to build new fabrication plants in the U.S., by <strong>Taiwan Semiconductor</strong> (NYSE: <strong><u>TSM</u></strong>) and Intel.</p><p>We know what the future of this business looks like. What we don’t know is how we get there.</p><h2 id=\"id_3011368689\">The Turn Will Come</h2><p>Technicians will note that NVDA stock has made two attempts in recent months to pierce $500 per share. It fell back each time and was hovering just over it early on December 19.</p><p>At that price investors are paying over 27 times revenue, 14.5 times hoped-for fiscal 2025 revenue of $84.5 billion. That’s five times 2021’s revenue of $16.7 billion.</p><p>Growth continues because the Cloud Czars can afford to pay.</p><p>Amazon Web Services is getting 70% margins renting GPUs, which it expects to last 7 years. The profits from AWS exceed Amazon’s costs for its internal computing. By putting its own Trainium chips to work here, Amazon can maintain those margins as costs come down.</p><p>Microsoft is getting similar results. It reported 72% margins on its cloud services in the last quarter. Microsoft is also working on AI chips, hoping to dominate the whole cloud stack.</p><p>The weak link is Alphabet, where third quarter cloud revenues trailed estimates. But that looks more like a Google problem than a market problem.</p><h2 id=\"id_2116957581\">The Bottom Line</h2><p>I think the Nvidia market dominance has another year to run.</p><p>How will you know when it’s over? Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand. Look at those margins, and at Cloud Czar announcements about putting their own GPU systems to work.</p><p>That’s the natural response to falling margins. Understand that any weakness, at all, can have a big negative impact when a stock is trading this dear.</p><p>Pay attention to the results achieved by companies using Generative AI in their operations, both internally and for customers. If you hear complaints, that’s when you want to be out, looking for a lower entry point in Nvidia stock.</p></body></html>","source":"investorplace_stock_picks","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>Decoding Nvidia’s Trajectory: Time to Cash In or Hold for More Gains?</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\">\nDecoding Nvidia’s Trajectory: Time to Cash In or Hold for More Gains?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-22 21:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/decoding-nvidias-trajectory-time-to-cash-in-or-hold-for-more-gains/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NVDA) is the chief beneficiary of 2023’s inflated expectations for AI.The Cloud Czars depend on Nvidia and don’t like it.Watch their margins and GPU rental prices carefully.For Nvidia (NASDAQ:...</p>\n\n<a href=\"https://investorplace.com/2023/12/decoding-nvidias-trajectory-time-to-cash-in-or-hold-for-more-gains/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4551":"寇图资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4550":"红杉资本持仓","BK4512":"苹果概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4511":"特斯拉概念","BK4514":"搜索引擎","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0109392836.USD":"富兰克林科技股A","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0171293334.USD":"贝莱德英国基金A2","BK4516":"特朗普概念","LU2063271972.USD":"富兰克林创新领域基金","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4515":"5G概念","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4555":"新能源车","LU0444971666.USD":"天利全球科技基金","NVDA":"英伟达","BK4559":"巴菲特持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD"},"source_url":"https://investorplace.com/2023/12/decoding-nvidias-trajectory-time-to-cash-in-or-hold-for-more-gains/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2393245170","content_text":"Nvidia (NVDA) is the chief beneficiary of 2023’s inflated expectations for AI.The Cloud Czars depend on Nvidia and don’t like it.Watch their margins and GPU rental prices carefully.For Nvidia (NASDAQ: NVDA) stock, 2023 has been a year of inflating expectations. Shares are up 241% this year. The company’s market cap is now $1.23 trillion. That of the “Magnificent 7″ have replaced the reign of the “Cloud Czars”,” with Nvidia and Tesla (NASDAQ: TSLA) added to the mix.But every technology, and every tech hype cycle, reaches a peak of inflated expectations. It then goes through what Gartner Group (NYSE: IT) calls a “trough of disillusionment” before finding its value. For investors, the trick now is to call the top and get out of the way when assumptions change. I am going to give you some clues for that with NVDA stock.Where’s the Top for NVDA Stock?The Cloud era of the 2010s ran for most of a decade, and the primary beneficiaries are still in the winner’s circle. Huge orders from Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon.Com (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) and Meta Platforms (NASDAQ: META) have fueled Nvidia’s rise.But there was a break, in 2022. The Czars all fell hard, along with many of the 2010-era services they spawned.Most of the Czars are also in the chip business. Nvidia’s CUDA-X AI software, which developers deem essential stalls their plans. Nvidia isn’t just the Intel (NASDAQ: INTC) of the AI age, providing necessary hardware. It’s Microsoft as well, building its operating system.It will take time for the Czars to get around CUDA. They’re motivated by the billions they’re pouring into Nvidia chips, and Nvidia’s decision to compete with them.Once they succeed, the premium now being paid for Nvidia will decline to its hardware advantage. The company can make this up, in part, by making more chips. Enormous investments are being made to build new fabrication plants in the U.S., by Taiwan Semiconductor (NYSE: TSM) and Intel.We know what the future of this business looks like. What we don’t know is how we get there.The Turn Will ComeTechnicians will note that NVDA stock has made two attempts in recent months to pierce $500 per share. It fell back each time and was hovering just over it early on December 19.At that price investors are paying over 27 times revenue, 14.5 times hoped-for fiscal 2025 revenue of $84.5 billion. That’s five times 2021’s revenue of $16.7 billion.Growth continues because the Cloud Czars can afford to pay.Amazon Web Services is getting 70% margins renting GPUs, which it expects to last 7 years. The profits from AWS exceed Amazon’s costs for its internal computing. By putting its own Trainium chips to work here, Amazon can maintain those margins as costs come down.Microsoft is getting similar results. It reported 72% margins on its cloud services in the last quarter. Microsoft is also working on AI chips, hoping to dominate the whole cloud stack.The weak link is Alphabet, where third quarter cloud revenues trailed estimates. But that looks more like a Google problem than a market problem.The Bottom LineI think the Nvidia market dominance has another year to run.How will you know when it’s over? Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand. Look at those margins, and at Cloud Czar announcements about putting their own GPU systems to work.That’s the natural response to falling margins. Understand that any weakness, at all, can have a big negative impact when a stock is trading this dear.Pay attention to the results achieved by companies using Generative AI in their operations, both internally and for customers. If you hear complaints, that’s when you want to be out, looking for a lower entry point in Nvidia stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248852972835048,"gmtCreate":1701787063910,"gmtModify":1701787068403,"author":{"id":"4121555381154902","authorId":"4121555381154902","name":"Strategy 1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nothing new in this article. Why there are so many just rehashing and repeating what has been said already.&nbsp;","listText":"Nothing new in this article. Why there are so many just rehashing and repeating what has been said already.&nbsp;","text":"Nothing new in this article. Why there are so many just rehashing and repeating what has been said already.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248852972835048","repostId":"2388730868","repostType":2,"repost":{"id":"2388730868","pubTimestamp":1701756959,"share":"https://www.laohu8.com/m/news/2388730868?lang=&edition=full","pubTime":"2023-12-05 14:15","market":"us","language":"en","title":"Here’s Why Investors Should Be Cautious About Nvidia Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2388730868","media":"InvestorPlace","summary":"While Nvidia (NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and it is facing multiple, important threats.","content":"<html><head></head><body><ul style=\"\"><li><p>While <strong>Nvidia </strong>(NASDAQ:<strong><u>NVDA</u></strong>) should continue to grow very quickly, the valuation of NVDA stock is high and the company is facing multiple, important threats.  </p></li><li><p>A collapse of cryptos and additional sanctions against China could meaningfully hurt NVDA.</p></li><li><p>Investors should limit their holdings of NVDA stock.</p></li></ul><p><strong>Nvidia </strong>(NASDAQ: <strong><u>NVDA</u></strong>) has several very promising partnerships, and it should continue to grow rapidly, driven by the overall strength of its AI and auto businesses. Still, the company is facing at least two very tough challenges, and the valuation of NVDA stock is quite high.</p><p>Given the latter two points, I believe that there’s a significant chance of the shares underperforming the<strong> Nasdaq</strong> and other AI plays in the medium term and the long term. As a result, I urge investors to trim NVDA stock to 5% or less of their portfolios.</p><h2 id=\"id_1707733618\">Promising Partnerships and Continued Rapid Growth on the Horizon</h2><p>Of course, Nvidia’s top and bottom lines are soaring as it benefits from robust demand for its AI chips. Moreover, in the future, the company’s multiple, impressive partnerships should provide the chip maker with additional positive catalysts.</p><p>For example, Nvidia is partnering with <strong>Amazon </strong>(NASDAQ: <strong><u>AMZN</u></strong>) to “offer the first cloud AI supercomputer with NVIDIA Grace Hopper Superchip and AWS UltraCluster scalability” through Amazon’s cloud unit, AWS. And on the automotive front, Nvidia is collaborating with multiple major manufacturers, including <strong>BMW</strong> (OTC: <strong><u>BMWYY</u></strong>), <strong>Mercedes Benz</strong>, and the Taiwan-based giant,<strong> Foxconn</strong>.</p><p>Speaking of automotive, I expect Nvidia’s auto-chip business to accelerate tremendously as many more vehicles adopt advanced driver assistance systems (ADAS), self-driving technology, and other high-tech offerings.</p><p>In light of these points, I expect Nvidia’s overall growth to continue to be very strong for years.</p><h2 id=\"id_1748034416\">A High Valuation and Two Important Threats</h2><p>Based on many metrics, Nvidia’s valuation remains quite high. For example, its trailing price-sales ratio is a huge 26 times, while its enterprise value/EBITDA ratio is quite elevated at 50.</p><p>Adding further to my caution about the stock’s valuation, research firm <strong>Morningstar</strong> recently set a “fair value estimate” of $480 on the name. That’s only a few percentage points above the shares’ current level.</p><p>Further, Morningstar<strong> </strong>noted that NVDA expects its sales to China to fall meaningfully due to U.S. sanctions against the Asian country. Morningstar warned that additional American sanctions against China could hurt Nvidia.</p><p>Additionally, with the U.S. government seemingly determined to crush cryptocurrencies sooner or later, I fear that such a development would meaningfully and negatively impact Nvidia’s top and bottom lines.</p><p>According to one source, a change in the method of mining <strong>Ethereum</strong> (<strong><u>ETH-USD</u></strong>) contributed a great deal to a $1.5 billion decline in Nvidia’s revenue in Q3 of 2022.</p><p>Therefore, if Washington largely destroys the crypto sector, I wouldn’t be surprised to see Nvidia’s gaming revenue sink by $1.5 billion per quarter or $6 billion per year. (Its gaming revenue in Q3 came in at $2.86 billion). That would lower its overall top line by about 8%, likely resulting in a sizeable decline of the shares.</p><h2 id=\"id_380094518\">The Bottom Line on NVDA Stock</h2><p>Morningstar wrote that it expects two of Nvidia’s competitors, <strong>AMD</strong> (NASDAQ: <strong>AMD</strong>) and <strong>Intel </strong>(NASDAQ: <strong><u>INTC</u></strong>), to also generate “tremendous revenue growth” in the future. I recommend that investors looking to capitalize on the AI chip boom consider diversifying their holdings by owning Intel and or AMD in addition to Nvidia, given the latter company’s high valuation and multiple threats.</p><p>Those for whom NVDA shares already constitute 5% or less of their portfolios can hold their positions at their current levels, while the investors who don’t already own the name should consider buying it if it falls 10% or more.</p></body></html>","source":"investorplace_stock_picks","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>Here’s Why Investors Should Be Cautious About Nvidia Stock</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\">\nHere’s Why Investors Should Be Cautious About Nvidia Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-05 14:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/heres-why-investors-should-be-cautious-about-nvidia-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While Nvidia (NASDAQ:NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and the company is facing multiple, important threats.  A collapse of cryptos and additional ...</p>\n\n<a href=\"https://investorplace.com/2023/12/heres-why-investors-should-be-cautious-about-nvidia-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4573":"虚拟现实","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4581":"高盛持仓","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4549":"软银资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","NVDA":"英伟达","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","BK4554":"元宇宙及AR概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4211":"区域性银行","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4220":"综合零售"},"source_url":"https://investorplace.com/2023/12/heres-why-investors-should-be-cautious-about-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2388730868","content_text":"While Nvidia (NASDAQ:NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and the company is facing multiple, important threats.  A collapse of cryptos and additional sanctions against China could meaningfully hurt NVDA.Investors should limit their holdings of NVDA stock.Nvidia (NASDAQ: NVDA) has several very promising partnerships, and it should continue to grow rapidly, driven by the overall strength of its AI and auto businesses. Still, the company is facing at least two very tough challenges, and the valuation of NVDA stock is quite high.Given the latter two points, I believe that there’s a significant chance of the shares underperforming the Nasdaq and other AI plays in the medium term and the long term. As a result, I urge investors to trim NVDA stock to 5% or less of their portfolios.Promising Partnerships and Continued Rapid Growth on the HorizonOf course, Nvidia’s top and bottom lines are soaring as it benefits from robust demand for its AI chips. Moreover, in the future, the company’s multiple, impressive partnerships should provide the chip maker with additional positive catalysts.For example, Nvidia is partnering with Amazon (NASDAQ: AMZN) to “offer the first cloud AI supercomputer with NVIDIA Grace Hopper Superchip and AWS UltraCluster scalability” through Amazon’s cloud unit, AWS. And on the automotive front, Nvidia is collaborating with multiple major manufacturers, including BMW (OTC: BMWYY), Mercedes Benz, and the Taiwan-based giant, Foxconn.Speaking of automotive, I expect Nvidia’s auto-chip business to accelerate tremendously as many more vehicles adopt advanced driver assistance systems (ADAS), self-driving technology, and other high-tech offerings.In light of these points, I expect Nvidia’s overall growth to continue to be very strong for years.A High Valuation and Two Important ThreatsBased on many metrics, Nvidia’s valuation remains quite high. For example, its trailing price-sales ratio is a huge 26 times, while its enterprise value/EBITDA ratio is quite elevated at 50.Adding further to my caution about the stock’s valuation, research firm Morningstar recently set a “fair value estimate” of $480 on the name. That’s only a few percentage points above the shares’ current level.Further, Morningstar noted that NVDA expects its sales to China to fall meaningfully due to U.S. sanctions against the Asian country. Morningstar warned that additional American sanctions against China could hurt Nvidia.Additionally, with the U.S. government seemingly determined to crush cryptocurrencies sooner or later, I fear that such a development would meaningfully and negatively impact Nvidia’s top and bottom lines.According to one source, a change in the method of mining Ethereum (ETH-USD) contributed a great deal to a $1.5 billion decline in Nvidia’s revenue in Q3 of 2022.Therefore, if Washington largely destroys the crypto sector, I wouldn’t be surprised to see Nvidia’s gaming revenue sink by $1.5 billion per quarter or $6 billion per year. (Its gaming revenue in Q3 came in at $2.86 billion). That would lower its overall top line by about 8%, likely resulting in a sizeable decline of the shares.The Bottom Line on NVDA StockMorningstar wrote that it expects two of Nvidia’s competitors, AMD (NASDAQ: AMD) and Intel (NASDAQ: INTC), to also generate “tremendous revenue growth” in the future. I recommend that investors looking to capitalize on the AI chip boom consider diversifying their holdings by owning Intel and or AMD in addition to Nvidia, given the latter company’s high valuation and multiple threats.Those for whom NVDA shares already constitute 5% or less of their portfolios can hold their positions at their current levels, while the investors who don’t already own the name should consider buying it if it falls 10% or more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248645767229504,"gmtCreate":1701742445147,"gmtModify":1701742449303,"author":{"id":"3579673211261157","authorId":"3579673211261157","name":"BabySim","avatar":"https://static.tigerbbs.com/5c6f0cd54fab9f24929e66e54e08e3aa","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Will semis sector thrive !","listText":"Will semis sector thrive !","text":"Will semis sector thrive !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248645767229504","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246337862008992,"gmtCreate":1701162563074,"gmtModify":1701162567328,"author":{"id":"3581937910767045","authorId":"3581937910767045","name":"Pluto891","avatar":"https://static.tigerbbs.com/c9963f2ef3d3ad2aff28340461d3d6d0","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"informative read. AMD poses as a strong contender to Intel. Intel has lost aura","listText":"informative read. AMD poses as a strong contender to Intel. Intel has lost aura","text":"informative read. AMD poses as a strong contender to Intel. Intel has lost aura","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/246337862008992","repostId":"2386137834","repostType":2,"repost":{"id":"2386137834","pubTimestamp":1701137257,"share":"https://www.laohu8.com/m/news/2386137834?lang=&edition=full","pubTime":"2023-11-28 10:07","market":"us","language":"en","title":"AMD: The Road To $190 By 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2386137834","media":"Seekingalpha","summary":"Advanced Micro Devices, Inc. showcased significant growth in Q3, outperforming competitors like Nvidia with a 350% increase in year-over-year diluted EPS.Strategic acquisitions and partnerships, such ","content":"<html><head></head><body><ul style=\"\"><li><p>Advanced Micro Devices, Inc. showcased significant growth in Q3, outperforming competitors like Nvidia with a 350% increase in year-over-year diluted EPS.</p></li><li><p>Strategic acquisitions and partnerships, such as with Microsoft Azure, have bolstered AMD&#39;s market leadership in AI and cloud computing.</p></li><li><p>Despite declines in gaming and embedded segments, AMD forecasts a 9% YoY revenue increase for Q4 2023, banking on data center and client segment performance.</p></li><li><p>AMD&#39;s stock exhibits bullish momentum, potentially targeting $190 by 2025, contingent upon sustained financial progress and Supertrend indicator patterns.</p></li></ul><h2 id=\"id_1967593585\">Investment Thesis</h2><p>In Q3 2023, <strong>Advanced Micro Devices, Inc.</strong> (NASDAQ: AMD) showcased significant growth across all segments, outperforming competitors like Nvidia Corporation (NVDA) with a 350% increase in year-over-year diluted EPS. From a technical standpoint, AMD&#39;s stock has displayed a bullish trend since early 2023, with projections suggesting a potential rise to nearly <strong>~$190 by 2025</strong>, as per the Elliott Wave Theory. This optimistic stock trajectory reflects AMD&#39;s robust financial performance and strategic advancements in key technological areas.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15b10f305bb3c0b2d4804744e7f46079\" tg-width=\"635\" tg-height=\"450\"/></p><p>Data by YCharts</p><h2 id=\"id_2386397668\">Surpassing Nvidia with Stellar Growth in Key Segments</h2><p>In Q3 2023, AMD has demonstrated top-to-bottom growth both year-over-year and sequentially. Following our previous coverage, profitability, and collective growth in all segments were major hurdles. This collective growth reduced the downside risk on the stock’s market valuation by improving the performance prospect of AMD against Nvidia, leading to year-over-year growth in diluted EPS of 350% against Nvidia’s 1274%.</p><p>To begin with, AMD&#39;s Data Center segment surged impressively in Q3, reporting revenue marking a significant 21% sequential increase. This considerable growth was primarily propelled by the adoption of 4th generation EPYC processors, resulting in record-breaking quarterly server processor revenue. Therefore, this growth was partially offset by a decline in adaptive system-on-chip (SoC) product sales.</p><p>Looking at the bottom line, the segment delivered an operating margin of 19%, +108% sequentially (down from 31% in Q3 2022), but the decline is primarily based on increased investments to boost AI revenue growth and product mix, which is a favorable fundamental in competition with Nvidia and Intel Corporation (INTC). Looking at the progress in these segments, nearly 100 new cloud instances were created with major tech giants.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70d64cafcd3ff2491a0ef4497739e2ca\" tg-width=\"930\" tg-height=\"501\"/></p><p>Earnings Presentation</p><p>The company&#39;s projection of data center GPU revenue exceeding $2 billion by 2024 suggests substantial growth. This accelerated revenue forecast hinges mainly on AI-centric solutions, with the upcoming MI300 GPUs expected to gain traction throughout the year based on their capability to cater to various AI workloads across multiple industries. Notably, the impending launch of Turin server processors based on the Zen 5 core has generated positive feedback, promising significant performance and efficiency enhancements set for a 2024 release.</p><p>Further, AMD&#39;s Client segment demonstrated remarkable growth with a 42% year-over-year revenue surge and 638% year-over-year growth in operating margin. This surge was predominantly driven by heightened demand and increased sales of Ryzen mobile processors, contributing significantly to the segment&#39;s robust 46% sequential revenue increase. The segment may continue to experience tailwinds with the launch of the first Threadripper PRO workstation CPUs, with quick adoption by Dell (DELL), HP (HPQ), and Lenovo (OTCPK: LNVGY).</p><p>While the gaming segment faced an 8% year-over-year revenue decline to $1.5 billion due to reduced semi-custom revenue, increased sales of Radeon GPUs partially offset this decline. The 5% sequential decrease aligned with the anticipated stage of the console cycle.</p><p>On the other hand, the embedded segment experienced a 5% year-over-year revenue decline, totaling $1.2 billion. This decline was attributed to normalized lead times and customer inventory reduction efforts. However, the company&#39;s strategic focus on expanding the Versal SoC portfolio, particularly adaptive SoCs with HBM memory, reflects a targeted approach to address specific market needs and opportunities.</p><p>Finally, based on these developments, the company&#39;s fourth-quarter revenue outlook anticipates $6.1 billion in revenue, implying a 9% year-over-year increase and a 5% sequential increase. Thus, this growth projection aligns with the expected strong performance in the data center and client segments.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bbecd675cebb989407cd6c49c74392d\" tg-width=\"918\" tg-height=\"492\"/></p><p>Earnings Presentation</p><h3 id=\"id_3270460530\">Strategic Acquisitions and Microsoft Azure Partnership Propel Market Leadership</h3><p>Following the previous coverage, the strategic acquisitions of Mipsology and Nod.ai have bolstered AMD&#39;s AI software capabilities significantly. These acquisitions aim to accelerate the deployment of high-performance AI models optimized for diverse AMD processors, enhancing the company&#39;s positioning in AI-focused markets. AMD&#39;s foray into AI involves various aspects, including hardware development, strategic partnerships, and software integrations.</p><p>AMD&#39;s collaboration with Microsoft Corporation&#39;s Azure suggests a major stride in the AI business. The introduction of the AMD Instinct MI300X accelerator within the Azure ecosystem cements AMD&#39;s focus on enhancing AI capabilities in the cloud. The partnership demonstrates their willingness to integrate cutting-edge AI hardware into a leading cloud platform. Thus, the MI300X&#39;s inclusion in Microsoft&#39;s Azure ND MI300x v5 VM series marks a significant milestone.</p><p>This partnership reflects AMD&#39;s strategy of aligning with major cloud service providers to ensure their hardware accelerators, such as the Instinct MI300X, are integrated seamlessly into cloud infrastructures. This integration aims to democratize access to AI capabilities for enterprises and developers while ensuring scalability and efficiency in cloud-based AI processing.</p><p>In the context of cloud business, the utilization of 4th Gen AMD EPYC processors in Microsoft&#39;s new generation of virtual machines (VMs) underlines the substantial performance improvements AMD&#39;s server-grade CPUs brought about. Compared to the previous generation, the up to 20% better performance for general-purpose and memory-intensive VMs and up to 2x CPU performance for compute-optimized VMs demonstrates a leap in computational efficiency.</p><p>In simple terms, think of these processors as being super-efficient librarians. They can quickly find and deliver information (up to 5.7 terabytes per second). This is way faster than regular memory in a computer, which can handle about 780 gigabytes per second. Because of this unique feature, these computers can work with an average speed of 1.2 terabytes per second, which is fast for many different types of jobs they are asked to do.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6711ebac9dbd6ed9abe5cc48909c6d5\" tg-width=\"1024\" tg-height=\"669\"/></p><p>azure.microsoft.com</p><h3 id=\"id_1314600964\">AMD&#39;s Ryzen AI Unleashes Cutting-Edge Capabilities for Consumers</h3><p>To capture the AI market, Ryzen AI for PCs represents AMD&#39;s focus on integrating AI capabilities into consumer devices, as their Ryzen AI initiative exemplifies. The Ryzen 7000 Series processors equipped with Ryzen AI demonstrate AMD&#39;s focus on embedding AI capabilities directly onto x86 processors. With a significant number of systems already featuring Ryzen 7000 Series processors equipped with Ryzen AI, AMD has effectively made millions of AI-enabled PCs available on the market.</p><p>At the ground level, collaborations with software developers, such as the joint effort with Microsoft to enable Windows Studio Effects on Ryzen AI PCs, showcase AMD&#39;s proactive approach to expanding AI workloads and generative AI experiences for consumers. Lastly, integrating AI directly into CPUs highlights AMD&#39;s strategy to provide consumers with enhanced AI performance without needing additional specialized hardware, thus democratizing AI capabilities in personal computing and leading the AI PC market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815ea3fed4398ff25099205b418e6d49\" tg-width=\"960\" tg-height=\"540\"/></p><p>www.canalys.com</p><h2 id=\"id_1017915743\">Technical View: The Bullish Momentum Has Just Begun</h2><p>The stock price of AMD gained long-term support at the beginning of 2023 and has followed a bullish trajectory since March 2023, as confirmed by the Supertrend indicator. Looking at the downside, in the event of any adverse development like a recession, <strong>$80</strong> may be a vital <strong>support level</strong>. In cases of volatility, however, $54 presents a critical accumulation level if the price drops under heightened volatility.</p><p>Projecting at the ongoing uptrend, $122.50 is a weak resistance, and the stock price may provide a proper close over this level. However, the price may experience considerable <strong>resistance at $139</strong>, pushing it down to $122.50 to retest it as support and establish a change in polarity. Following the trend lines over the mid-term may lead the stock to hit $165, whereas a double top formation may pressurize the price to retest $139 as support.</p><p>Ultimately, by 2025, the stock price may reach <strong>nearly ~$190</strong> (see projected path) to complete the last impulsive wave (under Elliott Wave Theory, see blue line) if AMD fundamentally keeps its financial performance progressive in the current state. Lastly, the Supertrend indicator may be a navigator to manage the position over the medium term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0c4025b96d427711221d594b15e6ecb\" tg-width=\"1280\" tg-height=\"551\"/></p><p>tradingview.com</p><h2 id=\"id_2515118541\">Takeaway</h2><p>In conclusion, AMD&#39;s performance in Q3 2023 marked a significant milestone, showcasing a comprehensive growth trajectory across all its business segments. The company&#39;s successful navigation in the competitive landscape, notably against Nvidia, reflects its strong market positioning.</p><p>The strategic moves in AI, through acquisitions and partnerships like with Microsoft Azure, have further solidified AMD&#39;s standing in the tech industry. The bullish trend in AMD&#39;s stock price, backed by solid financials and strategic advancements, points towards a promising future.</p><p>With projections of the stock potentially reaching around $190 by 2025, AMD stands out as a compelling investment opportunity, leveraging its advancements in AI, cloud computing, and semiconductor technologies. This combination of technical innovation and financial acumen positions AMD as a leader in the evolving landscape of technology and computing.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: The Road To $190 By 2025</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\">\nAMD: The Road To $190 By 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-28 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4654357-amd-the-road-to-190-by-2025><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices, Inc. showcased significant growth in Q3, outperforming competitors like Nvidia with a 350% increase in year-over-year diluted EPS.Strategic acquisitions and partnerships, such ...</p>\n\n<a href=\"https://seekingalpha.com/article/4654357-amd-the-road-to-190-by-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4528":"SaaS概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4525":"远程办公概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","AMD":"美国超微公司","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4527":"明星科技股","BK4543":"AI","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4549":"软银资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4548":"巴美列捷福持仓"},"source_url":"https://seekingalpha.com/article/4654357-amd-the-road-to-190-by-2025","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2386137834","content_text":"Advanced Micro Devices, Inc. showcased significant growth in Q3, outperforming competitors like Nvidia with a 350% increase in year-over-year diluted EPS.Strategic acquisitions and partnerships, such as with Microsoft Azure, have bolstered AMD's market leadership in AI and cloud computing.Despite declines in gaming and embedded segments, AMD forecasts a 9% YoY revenue increase for Q4 2023, banking on data center and client segment performance.AMD's stock exhibits bullish momentum, potentially targeting $190 by 2025, contingent upon sustained financial progress and Supertrend indicator patterns.Investment ThesisIn Q3 2023, Advanced Micro Devices, Inc. (NASDAQ: AMD) showcased significant growth across all segments, outperforming competitors like Nvidia Corporation (NVDA) with a 350% increase in year-over-year diluted EPS. From a technical standpoint, AMD's stock has displayed a bullish trend since early 2023, with projections suggesting a potential rise to nearly ~$190 by 2025, as per the Elliott Wave Theory. This optimistic stock trajectory reflects AMD's robust financial performance and strategic advancements in key technological areas.Data by YChartsSurpassing Nvidia with Stellar Growth in Key SegmentsIn Q3 2023, AMD has demonstrated top-to-bottom growth both year-over-year and sequentially. Following our previous coverage, profitability, and collective growth in all segments were major hurdles. This collective growth reduced the downside risk on the stock’s market valuation by improving the performance prospect of AMD against Nvidia, leading to year-over-year growth in diluted EPS of 350% against Nvidia’s 1274%.To begin with, AMD's Data Center segment surged impressively in Q3, reporting revenue marking a significant 21% sequential increase. This considerable growth was primarily propelled by the adoption of 4th generation EPYC processors, resulting in record-breaking quarterly server processor revenue. Therefore, this growth was partially offset by a decline in adaptive system-on-chip (SoC) product sales.Looking at the bottom line, the segment delivered an operating margin of 19%, +108% sequentially (down from 31% in Q3 2022), but the decline is primarily based on increased investments to boost AI revenue growth and product mix, which is a favorable fundamental in competition with Nvidia and Intel Corporation (INTC). Looking at the progress in these segments, nearly 100 new cloud instances were created with major tech giants.Earnings PresentationThe company's projection of data center GPU revenue exceeding $2 billion by 2024 suggests substantial growth. This accelerated revenue forecast hinges mainly on AI-centric solutions, with the upcoming MI300 GPUs expected to gain traction throughout the year based on their capability to cater to various AI workloads across multiple industries. Notably, the impending launch of Turin server processors based on the Zen 5 core has generated positive feedback, promising significant performance and efficiency enhancements set for a 2024 release.Further, AMD's Client segment demonstrated remarkable growth with a 42% year-over-year revenue surge and 638% year-over-year growth in operating margin. This surge was predominantly driven by heightened demand and increased sales of Ryzen mobile processors, contributing significantly to the segment's robust 46% sequential revenue increase. The segment may continue to experience tailwinds with the launch of the first Threadripper PRO workstation CPUs, with quick adoption by Dell (DELL), HP (HPQ), and Lenovo (OTCPK: LNVGY).While the gaming segment faced an 8% year-over-year revenue decline to $1.5 billion due to reduced semi-custom revenue, increased sales of Radeon GPUs partially offset this decline. The 5% sequential decrease aligned with the anticipated stage of the console cycle.On the other hand, the embedded segment experienced a 5% year-over-year revenue decline, totaling $1.2 billion. This decline was attributed to normalized lead times and customer inventory reduction efforts. However, the company's strategic focus on expanding the Versal SoC portfolio, particularly adaptive SoCs with HBM memory, reflects a targeted approach to address specific market needs and opportunities.Finally, based on these developments, the company's fourth-quarter revenue outlook anticipates $6.1 billion in revenue, implying a 9% year-over-year increase and a 5% sequential increase. Thus, this growth projection aligns with the expected strong performance in the data center and client segments.Earnings PresentationStrategic Acquisitions and Microsoft Azure Partnership Propel Market LeadershipFollowing the previous coverage, the strategic acquisitions of Mipsology and Nod.ai have bolstered AMD's AI software capabilities significantly. These acquisitions aim to accelerate the deployment of high-performance AI models optimized for diverse AMD processors, enhancing the company's positioning in AI-focused markets. AMD's foray into AI involves various aspects, including hardware development, strategic partnerships, and software integrations.AMD's collaboration with Microsoft Corporation's Azure suggests a major stride in the AI business. The introduction of the AMD Instinct MI300X accelerator within the Azure ecosystem cements AMD's focus on enhancing AI capabilities in the cloud. The partnership demonstrates their willingness to integrate cutting-edge AI hardware into a leading cloud platform. Thus, the MI300X's inclusion in Microsoft's Azure ND MI300x v5 VM series marks a significant milestone.This partnership reflects AMD's strategy of aligning with major cloud service providers to ensure their hardware accelerators, such as the Instinct MI300X, are integrated seamlessly into cloud infrastructures. This integration aims to democratize access to AI capabilities for enterprises and developers while ensuring scalability and efficiency in cloud-based AI processing.In the context of cloud business, the utilization of 4th Gen AMD EPYC processors in Microsoft's new generation of virtual machines (VMs) underlines the substantial performance improvements AMD's server-grade CPUs brought about. Compared to the previous generation, the up to 20% better performance for general-purpose and memory-intensive VMs and up to 2x CPU performance for compute-optimized VMs demonstrates a leap in computational efficiency.In simple terms, think of these processors as being super-efficient librarians. They can quickly find and deliver information (up to 5.7 terabytes per second). This is way faster than regular memory in a computer, which can handle about 780 gigabytes per second. Because of this unique feature, these computers can work with an average speed of 1.2 terabytes per second, which is fast for many different types of jobs they are asked to do.azure.microsoft.comAMD's Ryzen AI Unleashes Cutting-Edge Capabilities for ConsumersTo capture the AI market, Ryzen AI for PCs represents AMD's focus on integrating AI capabilities into consumer devices, as their Ryzen AI initiative exemplifies. The Ryzen 7000 Series processors equipped with Ryzen AI demonstrate AMD's focus on embedding AI capabilities directly onto x86 processors. With a significant number of systems already featuring Ryzen 7000 Series processors equipped with Ryzen AI, AMD has effectively made millions of AI-enabled PCs available on the market.At the ground level, collaborations with software developers, such as the joint effort with Microsoft to enable Windows Studio Effects on Ryzen AI PCs, showcase AMD's proactive approach to expanding AI workloads and generative AI experiences for consumers. Lastly, integrating AI directly into CPUs highlights AMD's strategy to provide consumers with enhanced AI performance without needing additional specialized hardware, thus democratizing AI capabilities in personal computing and leading the AI PC market.www.canalys.comTechnical View: The Bullish Momentum Has Just BegunThe stock price of AMD gained long-term support at the beginning of 2023 and has followed a bullish trajectory since March 2023, as confirmed by the Supertrend indicator. Looking at the downside, in the event of any adverse development like a recession, $80 may be a vital support level. In cases of volatility, however, $54 presents a critical accumulation level if the price drops under heightened volatility.Projecting at the ongoing uptrend, $122.50 is a weak resistance, and the stock price may provide a proper close over this level. However, the price may experience considerable resistance at $139, pushing it down to $122.50 to retest it as support and establish a change in polarity. Following the trend lines over the mid-term may lead the stock to hit $165, whereas a double top formation may pressurize the price to retest $139 as support.Ultimately, by 2025, the stock price may reach nearly ~$190 (see projected path) to complete the last impulsive wave (under Elliott Wave Theory, see blue line) if AMD fundamentally keeps its financial performance progressive in the current state. Lastly, the Supertrend indicator may be a navigator to manage the position over the medium term.tradingview.comTakeawayIn conclusion, AMD's performance in Q3 2023 marked a significant milestone, showcasing a comprehensive growth trajectory across all its business segments. The company's successful navigation in the competitive landscape, notably against Nvidia, reflects its strong market positioning.The strategic moves in AI, through acquisitions and partnerships like with Microsoft Azure, have further solidified AMD's standing in the tech industry. The bullish trend in AMD's stock price, backed by solid financials and strategic advancements, points towards a promising future.With projections of the stock potentially reaching around $190 by 2025, AMD stands out as a compelling investment opportunity, leveraging its advancements in AI, cloud computing, and semiconductor technologies. This combination of technical innovation and financial acumen positions AMD as a leader in the evolving landscape of technology and computing.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246336201449472,"gmtCreate":1701161963558,"gmtModify":1701161967707,"author":{"id":"3581937910767045","authorId":"3581937910767045","name":"Pluto891","avatar":"https://static.tigerbbs.com/c9963f2ef3d3ad2aff28340461d3d6d0","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"in trouble...","listText":"in trouble...","text":"in trouble...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246336201449472","repostId":"2386913802","repostType":2,"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":243603455103128,"gmtCreate":1700510715241,"gmtModify":1700510721488,"author":{"id":"4145942173192222","authorId":"4145942173192222","name":"Naimish Bhagat","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/243603455103128","repostId":"2372890125","repostType":2,"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":298901025202432,"gmtCreate":1714005700707,"gmtModify":1714025309244,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.","listText":"TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.","text":"TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298901025202432","repostId":"2430497613","repostType":4,"repost":{"id":"2430497613","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1714004030,"share":"https://www.laohu8.com/m/news/2430497613?lang=&edition=full","pubTime":"2024-04-25 08:13","market":"us","language":"en","title":"TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=2430497613","media":"Reuters","summary":"(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called \"A16\" will enter production in the second half of 2026, setting up a showdown with l","content":"<html><head></head><body><p>(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called &#34;A16&#34; will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world&#39;s fastest chips.</p><p>TSMC, the world&#39;s biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.</p><p>Analysts told Reuters that the technologies announced on Wednesday could call into question Intel&#39;s claims in February that it will overtake TSMC in making the world&#39;s fastest computing chips with a new technology Intel calls &#34;14A.&#34;</p><p>Kevin Zhang, TSMC&#39;s senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.</p><p>AI chip firms &#34;really want to optimize their designs to get every ounce of performance we have,&#34; Zhang said.</p><p>Zhang said that TSMC does not believe it needs to use a ASML&#39;s new &#34;High NA EUV&#34; lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.</p><p>TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.</p><p>Intel has announced a similar technology intended to be one of its primary competitive advantages.</p><p>Analysts said the announcements called into question Intel&#39;s claims that it will retake the world chipmaking crown.</p><p>&#34;It&#39;s debatable, but on some metrics, I don&#39;t think they&#39;re ahead,&#34; Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.</p><p>But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC&#39;s technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.</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>TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel</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; 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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\">\nTSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-04-25 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called &#34;A16&#34; will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world&#39;s fastest chips.</p><p>TSMC, the world&#39;s biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.</p><p>Analysts told Reuters that the technologies announced on Wednesday could call into question Intel&#39;s claims in February that it will overtake TSMC in making the world&#39;s fastest computing chips with a new technology Intel calls &#34;14A.&#34;</p><p>Kevin Zhang, TSMC&#39;s senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.</p><p>AI chip firms &#34;really want to optimize their designs to get every ounce of performance we have,&#34; Zhang said.</p><p>Zhang said that TSMC does not believe it needs to use a ASML&#39;s new &#34;High NA EUV&#34; lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.</p><p>TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.</p><p>Intel has announced a similar technology intended to be one of its primary competitive advantages.</p><p>Analysts said the announcements called into question Intel&#39;s claims that it will retake the world chipmaking crown.</p><p>&#34;It&#39;s debatable, but on some metrics, I don&#39;t think they&#39;re ahead,&#34; Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.</p><p>But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC&#39;s technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4575":"芯片概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0109392836.USD":"富兰克林科技股A","BK4501":"段永平概念","BK4527":"明星科技股","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4579":"人工智能","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4574":"无人驾驶","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","NVDA":"英伟达","BK4581":"高盛持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4592":"伊斯兰概念","LU0072462426.USD":"贝莱德全球配置 A2","INTC":"英特尔","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4576":"AR"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430497613","content_text":"(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called \"A16\" will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world's fastest chips.TSMC, the world's biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.Analysts told Reuters that the technologies announced on Wednesday could call into question Intel's claims in February that it will overtake TSMC in making the world's fastest computing chips with a new technology Intel calls \"14A.\"Kevin Zhang, TSMC's senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.AI chip firms \"really want to optimize their designs to get every ounce of performance we have,\" Zhang said.Zhang said that TSMC does not believe it needs to use a ASML's new \"High NA EUV\" lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.Intel has announced a similar technology intended to be one of its primary competitive advantages.Analysts said the announcements called into question Intel's claims that it will retake the world chipmaking crown.\"It's debatable, but on some metrics, I don't think they're ahead,\" Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC's technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299272568696904,"gmtCreate":1714090718406,"gmtModify":1714090722104,"author":{"id":"3577882033944507","authorId":"3577882033944507","name":"SL1977","avatar":"https://static.tigerbbs.com/846343ca761b93618fb0332b00e58af9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"only a major earthquake will disrupt it&nbsp;","listText":"only a major earthquake will disrupt it&nbsp;","text":"only a major earthquake will disrupt it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299272568696904","repostId":"2430497613","repostType":2,"repost":{"id":"2430497613","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1714004030,"share":"https://www.laohu8.com/m/news/2430497613?lang=&edition=full","pubTime":"2024-04-25 08:13","market":"us","language":"en","title":"TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=2430497613","media":"Reuters","summary":"(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called \"A16\" will enter production in the second half of 2026, setting up a showdown with l","content":"<html><head></head><body><p>(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called &#34;A16&#34; will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world&#39;s fastest chips.</p><p>TSMC, the world&#39;s biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.</p><p>Analysts told Reuters that the technologies announced on Wednesday could call into question Intel&#39;s claims in February that it will overtake TSMC in making the world&#39;s fastest computing chips with a new technology Intel calls &#34;14A.&#34;</p><p>Kevin Zhang, TSMC&#39;s senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.</p><p>AI chip firms &#34;really want to optimize their designs to get every ounce of performance we have,&#34; Zhang said.</p><p>Zhang said that TSMC does not believe it needs to use a ASML&#39;s new &#34;High NA EUV&#34; lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.</p><p>TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.</p><p>Intel has announced a similar technology intended to be one of its primary competitive advantages.</p><p>Analysts said the announcements called into question Intel&#39;s claims that it will retake the world chipmaking crown.</p><p>&#34;It&#39;s debatable, but on some metrics, I don&#39;t think they&#39;re ahead,&#34; Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.</p><p>But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC&#39;s technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.</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>TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel</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\">\nTSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-04-25 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called &#34;A16&#34; will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world&#39;s fastest chips.</p><p>TSMC, the world&#39;s biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.</p><p>Analysts told Reuters that the technologies announced on Wednesday could call into question Intel&#39;s claims in February that it will overtake TSMC in making the world&#39;s fastest computing chips with a new technology Intel calls &#34;14A.&#34;</p><p>Kevin Zhang, TSMC&#39;s senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.</p><p>AI chip firms &#34;really want to optimize their designs to get every ounce of performance we have,&#34; Zhang said.</p><p>Zhang said that TSMC does not believe it needs to use a ASML&#39;s new &#34;High NA EUV&#34; lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.</p><p>TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.</p><p>Intel has announced a similar technology intended to be one of its primary competitive advantages.</p><p>Analysts said the announcements called into question Intel&#39;s claims that it will retake the world chipmaking crown.</p><p>&#34;It&#39;s debatable, but on some metrics, I don&#39;t think they&#39;re ahead,&#34; Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.</p><p>But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC&#39;s technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4575":"芯片概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0109392836.USD":"富兰克林科技股A","BK4501":"段永平概念","BK4527":"明星科技股","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4579":"人工智能","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4574":"无人驾驶","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","NVDA":"英伟达","BK4581":"高盛持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4592":"伊斯兰概念","LU0072462426.USD":"贝莱德全球配置 A2","INTC":"英特尔","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4576":"AR"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430497613","content_text":"(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called \"A16\" will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world's fastest chips.TSMC, the world's biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.Analysts told Reuters that the technologies announced on Wednesday could call into question Intel's claims in February that it will overtake TSMC in making the world's fastest computing chips with a new technology Intel calls \"14A.\"Kevin Zhang, TSMC's senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.AI chip firms \"really want to optimize their designs to get every ounce of performance we have,\" Zhang said.Zhang said that TSMC does not believe it needs to use a ASML's new \"High NA EUV\" lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.Intel has announced a similar technology intended to be one of its primary competitive advantages.Analysts said the announcements called into question Intel's claims that it will retake the world chipmaking crown.\"It's debatable, but on some metrics, I don't think they're ahead,\" Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC's technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295932355678344,"gmtCreate":1713279064582,"gmtModify":1713279068946,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nvidia ai data Center chip leading edge smash revenue in q1&nbsp;","listText":"Nvidia ai data Center chip leading edge smash revenue in q1&nbsp;","text":"Nvidia ai data Center chip leading edge smash revenue in q1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295932355678344","repostId":"1150130283","repostType":4,"repost":{"id":"1150130283","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1713276944,"share":"https://www.laohu8.com/m/news/1150130283?lang=&edition=full","pubTime":"2024-04-16 22:15","market":"us","language":"en","title":"Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform","url":"https://stock-news.laohu8.com/highlight/detail?id=1150130283","media":"Tiger Newspress","summary":"Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate ","content":"<html><head></head><body><p>Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fdfe791a7485500e24254452aed6a3f7\" title=\"\" tg-width=\"787\" tg-height=\"622\"/></p><p>Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”</p><p>“We think investors underestimate 1) the importance of the chip+hardware+software ecosystem that NVDA has created, 2) that computing eras last 15-20 years and are typically dominated by a single vertically integrated ecosystem company, whose returns are measured in 100-to-1000 bagger range.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-16 22:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fdfe791a7485500e24254452aed6a3f7\" title=\"\" tg-width=\"787\" tg-height=\"622\"/></p><p>Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”</p><p>“We think investors underestimate 1) the importance of the chip+hardware+software ecosystem that NVDA has created, 2) that computing eras last 15-20 years and are typically dominated by a single vertically integrated ecosystem company, whose returns are measured in 100-to-1000 bagger range.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150130283","content_text":"Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate 1) the importance of the chip+hardware+software ecosystem that NVDA has created, 2) that computing eras last 15-20 years and are typically dominated by a single vertically integrated ecosystem company, whose returns are measured in 100-to-1000 bagger range.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265858252926992,"gmtCreate":1705927446452,"gmtModify":1705927499863,"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan_Z0528","avatar":"https://static.tigerbbs.com/d65c4b5c01f61efa0ccc7644f4f6b9b9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"$SMCI CFO in December talking about their AI-led growth:","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> I CFO in December talking about their AI-led growth: \"So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago\"Image","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> I CFO in December talking about their AI-led growth: \"So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago\"Image","text":"$SUPER MICRO COMPUTER INC(SMCI)$ I CFO in December talking about their AI-led growth: \"So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago\"Image","images":[{"img":"https://community-static.tradeup.com/news/01f0205c9928d75eacfe008fc4daac52","width":"2604","height":"1526"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2422,"commentSize":8,"repostSize":2213,"link":"https://ttm.financial/post/265858252926992","isVote":1,"tweetType":1,"viewCount":42725,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102377969591930","authorId":"4102377969591930","name":"Sonsonkok","avatar":"https://static.tigerbbs.com/cd822e55715284365189b1f1b3f09ec8","crmLevel":2,"crmLevelSwitch":1},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":268194039947520,"gmtCreate":1706509087251,"gmtModify":1706509096359,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Unusual Options| Why INTC would decrease one more week?","htmlText":"One of the most disappointing chip stocks last week was <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the \"reverse\" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c","listText":"One of the most disappointing chip stocks last week was <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the \"reverse\" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c","text":"One of the most disappointing chip stocks last week was $Intel(INTC)$ The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the \"reverse\" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c","images":[{"img":"https://static.tigerbbs.com/8de3861a2a04645a9b0e14217c44878a","width":"667","height":"607"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268194039947520","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":263705467031712,"gmtCreate":1705385067612,"gmtModify":1705385072488,"author":{"id":"3559859558754319","authorId":"3559859558754319","name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"re-stocking demand \"may\" pick up... the keyword is \"may\". Then what about profit margins?","listText":"re-stocking demand \"may\" pick up... the keyword is \"may\". Then what about profit margins?","text":"re-stocking demand \"may\" pick up... the keyword is \"may\". Then what about profit margins?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263705467031712","repostId":"2403700207","repostType":4,"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259478816890936,"gmtCreate":1704359666992,"gmtModify":1704359671727,"author":{"id":"3580699589385230","authorId":"3580699589385230","name":"Mr. T","avatar":"https://static.tigerbbs.com/ffcbb09604bf679c78d4b172e4ad0c39","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Not sure this was the best move tbh. Let's see how it goes in the next 3 months&nbsp;","listText":"Not sure this was the best move tbh. Let's see how it goes in the next 3 months&nbsp;","text":"Not sure this was the best move tbh. Let's see how it goes in the next 3 months","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259478816890936","repostId":"2400801328","repostType":2,"repost":{"id":"2400801328","pubTimestamp":1704331980,"share":"https://www.laohu8.com/m/news/2400801328?lang=&edition=full","pubTime":"2024-01-04 09:33","market":"us","language":"en","title":"Intel Appoints Outsider Hotard to Head Crucial Data Center Unit","url":"https://stock-news.laohu8.com/highlight/detail?id=2400801328","media":"Bloomberg","summary":"Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmak","content":"<html><head></head><body><p>Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmaker’s turnaround efforts. </p><p>Hotard was responsible for HPE’s high-performance computing, AI and labs. At Intel, he’ll oversee some of the company’s most important products, including the Xeon server processors that were dominant in data centers, but have lost share to rival offerings and in-house efforts by customers. The former NCR and Motorola Inc. executive will also head up Intel’s efforts to cut into Nvidia Corp.’s lead in AI by overseeing its graphics and accelerator chip offerings, Intel said Wednesday in a statement. </p><p>A comeback in data center products is critical to Chief Executive Officer Pat Gelsinger’s plans to restore Intel to leadership of the chip industry. While data center chips are a relatively low-volume part of the industry, processors and accelerators can sell for tens of thousands of dollars each, making them enormously profitable. </p><p>Hotard, who will join Intel on Feb. 1, succeeds company veteran Sandra Rivera. Rivera began Monday as head of Intel’s programmable solutions business, which the company separated into a standalone unit. Intel said it intends to sell a portion of the business to the public within two to three years.</p><p>Separately, Intel announced that another executive from its data center unit, Arun Subramaniyan, had departed to run Articul8, a new AI company formed by the chipmaker and investors including DigitalBridge Group Inc. and Mindset Ventures.</p></body></html>","source":"lsy1584095487587","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>Intel Appoints Outsider Hotard to Head Crucial Data Center Unit</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\">\nIntel Appoints Outsider Hotard to Head Crucial Data Center Unit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-04 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/intel-appoints-outsider-hotard-head-215009932.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/intel-appoints-outsider-hotard-head-215009932.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4512":"苹果概念","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","INTC":"英特尔","BK4515":"5G概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4535":"淡马锡持仓"},"source_url":"https://finance.yahoo.com/news/intel-appoints-outsider-hotard-head-215009932.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2400801328","content_text":"Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmaker’s turnaround efforts. Hotard was responsible for HPE’s high-performance computing, AI and labs. At Intel, he’ll oversee some of the company’s most important products, including the Xeon server processors that were dominant in data centers, but have lost share to rival offerings and in-house efforts by customers. The former NCR and Motorola Inc. executive will also head up Intel’s efforts to cut into Nvidia Corp.’s lead in AI by overseeing its graphics and accelerator chip offerings, Intel said Wednesday in a statement. A comeback in data center products is critical to Chief Executive Officer Pat Gelsinger’s plans to restore Intel to leadership of the chip industry. While data center chips are a relatively low-volume part of the industry, processors and accelerators can sell for tens of thousands of dollars each, making them enormously profitable. Hotard, who will join Intel on Feb. 1, succeeds company veteran Sandra Rivera. Rivera began Monday as head of Intel’s programmable solutions business, which the company separated into a standalone unit. Intel said it intends to sell a portion of the business to the public within two to three years.Separately, Intel announced that another executive from its data center unit, Arun Subramaniyan, had departed to run Articul8, a new AI company formed by the chipmaker and investors including DigitalBridge Group Inc. and Mindset Ventures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259172822478944,"gmtCreate":1704287204544,"gmtModify":1704287208586,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tech&nbsp;Bubbles are bursting ❗❓🥺","listText":"Tech&nbsp;Bubbles are bursting ❗❓🥺","text":"Tech Bubbles are bursting ❗❓🥺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259172822478944","repostId":"2400893722","repostType":2,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258676231979264,"gmtCreate":1704187425219,"gmtModify":1704187429343,"author":{"id":"4103089604754610","authorId":"4103089604754610","name":"jethro","avatar":"https://static.tigerbbs.com/445b4765728802a2e3b3795587bae0a3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258676231979264","repostId":"2395704613","repostType":4,"repost":{"id":"2395704613","pubTimestamp":1704176125,"share":"https://www.laohu8.com/m/news/2395704613?lang=&edition=full","pubTime":"2024-01-02 14:15","market":"us","language":"en","title":"Why Nvidia Stock Is an Unexpected Value Play for 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2395704613","media":"InvestorPlace","summary":"After a magnificent 2023, NVDA stock could roar in 2024 as Nvidia remains a go-to source for processors to power AI applications.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nvidia</strong> (<strong>NVDA</strong>) remains the undisputed heavyweight champion of artificial intelligence (AI) processor distributors in the U.S.</p></li></ul><ul style=\"\"><li><p>Furthermore, Nvidia might actually be undervalued even after the stock’s powerful rally in 2023’s first half.</p></li><li><p>Investors should seriously consider owning at least a few shares of NVDA stock in 2024.</p></li></ul><p>Not only is <strong>Nvidia</strong> (NASDAQ: <strong>NVDA</strong>) a top-tier artificial intelligence chip maker, but it’s also among the most successful “Magnificent Seven” companies of 2023. NVDA stock earns a confident “A” grade as Nvidia can remain a durable AI-hardware distributor in 2024 and beyond.</p><p>After a spectacular first half of 2023, Nvidia stock had difficulty breaking above the key $500 level. This opens up the idea that Nvidia might actually be undervalued. It’s a concept worth considering, especially when investors consider the bullish arguments that a couple of Wall Street experts make.               </p><h2 id=\"id_328810397\">Nvidia Leads the ‘Most Consequential Growth Vector’</h2><p>Even though NVDA stock had trouble breaking through $500 in late 2023, TD Cowen analyst Matthew Ramsay assigned it an “outperform” rating and a $700 price target. Furthermore, Ramsay called Nvidia his “Best Idea for 2024.”</p><p>Ramsay’s optimism makes sense when we look at the larger context of the AI revolution. Nvidia, Ramsay contends, is the “leader in the most consequential growth vector of computing arguably ever (and certainly since the advent of the Internet).”</p><p>Nvidia grew rapidly as the first wave of customers spent money on generative AI hardware. Next year, the wave of AI spending could expand to a much wider range of clients, including very large companies.</p><p>Moreover, per <em>Barron’s</em>, Ramsay sees Nvidia transitioning from selling AI-enabled microchips to “selling full systems including software.” This will allow Nvidia to “capture a higher percentage of the overall spending on data centers.” Nvidia stock can ride to $700 on the company’s evolution and the AI processor market’s expected expansion.</p><h2 id=\"id_4030556727\">NVDA Stock Is Actually Cheap Now</h2><p>Turning to another analyst, Bernstein’s Stacy Ragson made a statement that will undoubtedly surprise some value-focused investors. Ragson recently declared, “Today Nvidia is in fact the cheapest of the ‘AI narrative’ stocks out there.”</p><p>Like Ramsay, Ragson assigned NVDA stock an “outperform” rating and a price target of $700. Yet, Ragson’s bullish argument is different from Ramsay’s.</p><p>Interestingly, Ragson considers Nvidia undervalued based on earnings estimates. “[W]hile forward [earnings] estimates have quadrupled this year as generative AI has boomed, multiples have compressed by almost 2/3 during the same period,” the Bernstein analyst explained.</p><p>Based on the math, Ragson’s argument seems to have merit. Specifically, Ragson determined Nvidia trades at 25 times the company’s forward (i.e., expected) earnings. This represents Nvidia’s lowest forward earnings multiple since the end of 2018. So, by that measure, the company’s stock shares aren’t overpriced at all.</p><h2 id=\"id_1972236587\">Nvidia Stock: After a Break Above $500, the Sky’s the Limit</h2><p>Going forward into the new year, investors should expect Nvidia to grow and evolve along with the AI hardware market. If Nvidia stock got stuck at $500 for a while in 2023, that was likely just a temporary roadblock.</p><p>Besides, investors should consider the argument that Nvidia might actually be undervalued, based on the company’s expected earnings. All in all, NVDA stock gets an easy “A” grade and has the potential to move far beyond $500.</p></body></html>","source":"investorplace_stock_picks","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>Why Nvidia Stock Is an Unexpected Value Play for 2024</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\">\nWhy Nvidia Stock Is an Unexpected Value Play for 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-02 14:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/12/why-nvidia-stock-is-an-unexpected-value-play-for-2024/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NVDA) remains the undisputed heavyweight champion of artificial intelligence (AI) processor distributors in the U.S.Furthermore, Nvidia might actually be undervalued even after the stock’s ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/12/why-nvidia-stock-is-an-unexpected-value-play-for-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4592":"伊斯兰概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4554":"元宇宙及AR概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4567":"ESG概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4579":"人工智能","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4503":"景林资产持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4529":"IDC概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0079474960.USD":"联博美国增长基金A"},"source_url":"https://investorplace.com/market360/2023/12/why-nvidia-stock-is-an-unexpected-value-play-for-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2395704613","content_text":"Nvidia (NVDA) remains the undisputed heavyweight champion of artificial intelligence (AI) processor distributors in the U.S.Furthermore, Nvidia might actually be undervalued even after the stock’s powerful rally in 2023’s first half.Investors should seriously consider owning at least a few shares of NVDA stock in 2024.Not only is Nvidia (NASDAQ: NVDA) a top-tier artificial intelligence chip maker, but it’s also among the most successful “Magnificent Seven” companies of 2023. NVDA stock earns a confident “A” grade as Nvidia can remain a durable AI-hardware distributor in 2024 and beyond.After a spectacular first half of 2023, Nvidia stock had difficulty breaking above the key $500 level. This opens up the idea that Nvidia might actually be undervalued. It’s a concept worth considering, especially when investors consider the bullish arguments that a couple of Wall Street experts make.               Nvidia Leads the ‘Most Consequential Growth Vector’Even though NVDA stock had trouble breaking through $500 in late 2023, TD Cowen analyst Matthew Ramsay assigned it an “outperform” rating and a $700 price target. Furthermore, Ramsay called Nvidia his “Best Idea for 2024.”Ramsay’s optimism makes sense when we look at the larger context of the AI revolution. Nvidia, Ramsay contends, is the “leader in the most consequential growth vector of computing arguably ever (and certainly since the advent of the Internet).”Nvidia grew rapidly as the first wave of customers spent money on generative AI hardware. Next year, the wave of AI spending could expand to a much wider range of clients, including very large companies.Moreover, per Barron’s, Ramsay sees Nvidia transitioning from selling AI-enabled microchips to “selling full systems including software.” This will allow Nvidia to “capture a higher percentage of the overall spending on data centers.” Nvidia stock can ride to $700 on the company’s evolution and the AI processor market’s expected expansion.NVDA Stock Is Actually Cheap NowTurning to another analyst, Bernstein’s Stacy Ragson made a statement that will undoubtedly surprise some value-focused investors. Ragson recently declared, “Today Nvidia is in fact the cheapest of the ‘AI narrative’ stocks out there.”Like Ramsay, Ragson assigned NVDA stock an “outperform” rating and a price target of $700. Yet, Ragson’s bullish argument is different from Ramsay’s.Interestingly, Ragson considers Nvidia undervalued based on earnings estimates. “[W]hile forward [earnings] estimates have quadrupled this year as generative AI has boomed, multiples have compressed by almost 2/3 during the same period,” the Bernstein analyst explained.Based on the math, Ragson’s argument seems to have merit. Specifically, Ragson determined Nvidia trades at 25 times the company’s forward (i.e., expected) earnings. This represents Nvidia’s lowest forward earnings multiple since the end of 2018. So, by that measure, the company’s stock shares aren’t overpriced at all.Nvidia Stock: After a Break Above $500, the Sky’s the LimitGoing forward into the new year, investors should expect Nvidia to grow and evolve along with the AI hardware market. If Nvidia stock got stuck at $500 for a while in 2023, that was likely just a temporary roadblock.Besides, investors should consider the argument that Nvidia might actually be undervalued, based on the company’s expected earnings. All in all, NVDA stock gets an easy “A” grade and has the potential to move far beyond $500.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258538564067392,"gmtCreate":1704153651313,"gmtModify":1704153655658,"author":{"id":"3575102877976288","authorId":"3575102877976288","name":"Chaishen","avatar":"https://static.tigerbbs.com/b8bb167c6f990b4a02d66313039eb021","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"If to choose only one which counter will you go for?","listText":"If to choose only one which counter will you go for?","text":"If to choose only one which counter will you go for?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258538564067392","repostId":"2395237048","repostType":4,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258367549780224,"gmtCreate":1704112063355,"gmtModify":1704112067327,"author":{"id":"4103089604754610","authorId":"4103089604754610","name":"jethro","avatar":"https://static.tigerbbs.com/445b4765728802a2e3b3795587bae0a3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258367549780224","repostId":"2394247750","repostType":2,"repost":{"id":"2394247750","pubTimestamp":1703644303,"share":"https://www.laohu8.com/m/news/2394247750?lang=&edition=full","pubTime":"2023-12-27 10:31","market":"us","language":"en","title":"AMD: I Was Too Shortsighted (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2394247750","media":"Seekingalpha","summary":"Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed imp","content":"<html><head></head><body><ul style=\"\"><li><p>Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.</p></li><li><p>Data Center and Client segments drove growth, while the Gaming segment declined but showed improved margins.</p></li><li><p>Despite near-term challenges, AMD&#39;s strategic focus and strong balance sheet position the company for long-term growth.</p></li><li><p>But buying a stock with a free cash flow yield of 0.58% when I can get its peer for a many times higher yield and with roughly the same industry tailwinds, I think is an unwarranted idea.</p></li></ul><p><strong>Advanced Micro Devices, Inc</strong>. (NASDAQ: AMD) is a global semiconductor company operating in four segments: Data Center (27.55% of total sales in Q3 FY2023), Client (25.05%), Gaming (25.96%), and Embedded (21.43%). It specializes in x86 microprocessors and GPUs, offering a range of products under brands like AMD Ryzen and Radeon. AMD serves diverse customers, including OEMs, cloud service providers, and retailers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a3665dd8a108d89521e5104e9bf76b6\" tg-width=\"640\" tg-height=\"215\"/></p><p>AMD&#39;s Q3 FY2023 IR materials</p><p>The last and only time I wrote about AMD was at the end of August 2023. Back, then I gave my 5 reasons why the stock should fall in the short term. After 4 months, I realized that my earlier &#34;Sell&#34; rating was rather shortsighted: the stock did correct a bit for a couple of weeks, but then exploded and clearly outperformed the broad market:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9866cb4ec1112f1bab9db5dc80fb96a\" tg-width=\"640\" tg-height=\"322\"/></p><p>Seeking Alpha, the author&#39;s coverage of AMD</p><p>Looking back at my previous reasoning, I understand that I overestimated to some extent the impact of rising interest rates on AMD&#39;s operational growth. I assumed that we would see lower growth from AMD compared to Nvidia (NVDA) in the near term due to the negative impact of the company&#39;s broader revenue diversification, and that this would most likely lead to profit-taking.</p><p>But, in fact, AMD rallied by ~9% after releasing its Q3 FY2023 results. It reported revenue of $5.80 billion, up 4% year-over-year and 8% QoQ, exceeding both its guidance range and the consensus estimate. Non-GAAP profit per diluted share reached $0.70, a 4% increase from the previous year and a $0.12 sequential rise. According to Seeking Alpha data, the company beat on Non-GAAP EPS:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b226172264fb4978d6f8b769f2752e2\" tg-width=\"640\" tg-height=\"234\"/></p><p>Seeking Alpha</p><p>The Data Center segment, accounting for almost 28% of total revenue, saw a 1% year-over-year decline but a substantial 21% sequential increase, driven by strong demand for third and fourth-generation EPYC processor families. The company made strides in the data center GPU business, with plans for data center GPU revenue to exceed $2 billion in FY2024. The post-results strength in AMD shares was attributed to excitement around the company&#39;s products for the generative AI opportunity, including the Instinct MI300X Accelerator, Argus Research&#39;s analysts wrote in the post-earnings note (proprietary source).</p><p>Client revenue, representing 25% of total revenue, rose by an impressive 42% annually, driven by Ryzen 7000 processors. Client sales were supported by normalizing inventory levels in the PC distribution channel, contributing to a positive outlook for the future. It now looks like AMD&#39;s share gains in CPUs for data center and client applications, coupled with market leadership in console gaming, position the company for long-term growth.</p><p>Gaming revenue, comprising 26% of total revenue, declined by 8% year-over-year, attributed to the extended console cycle, with semi-custom SoC sales aligning with AMD&#39;s projections. Part of this decline is what I was getting at in my last article, but it was actually not as severe as I expected. What&#39;s more important, this segment&#39;s EBIT increased by 46% YoY, and the segment margin improved to 13.8% in Q3 2023 from 8.7% in Q3 2022. Looking ahead to Q4 2023, revenue from the gaming business is expected to decline annually due to the current stage of the console cycle, but if the stability of the EBIT margin is maintained, investors need not worry - the growth of Data Center and Client will most likely mask any negative impact.</p><p>The Embedded segment experienced a 5% year-over-year revenue dip and a more substantial 15% sequential decrease. But again, the segment&#39;s EBIT remained robust at $612 million, with a segment margin of 49.2% in Q3 2023, reflecting a 50 basis points YoY increase. Key categories served by Embedded include aerospace &amp; defense, industrial, medical, semiconductor test &amp; measurement, and communications infrastructure. The outlook for Q4 2023 suggests a YoY decline in Embedded revenue due to softening demand, particularly in the automotive sector impacted by high vehicle financing rates and a UAW strike. Despite the near-term challenges, AMD&#39;s strategic focus on acquired Xilinx product families and advancements in the automotive space positions the Embedded segment for long-term growth, in my view.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8647cd175285c5cf90ade03210091065\" tg-width=\"640\" tg-height=\"363\"/></p><p>AMD&#39;s Q3 FY2023 IR materials</p><p>The overall guidance points to 9% annual top-line growth and a 5% sequential gain, positioning AMD for high single-digit to low double-digit EPS growth in Q4 2023 and promising revenue and earnings acceleration in FY2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c1a1f115a2c8abab28efd2f7f44fe99\" tg-width=\"640\" tg-height=\"405\"/></p><p>AMD&#39;s Q3 FY2023 IR materials</p><p>At the same time, the company&#39;s balance sheet looks very strong. AMD had $5.88 billion at the end of Q3 FY2023 with a total debt of only $2.47 billion. AMD&#39;s current ratio is well above 2, and the ratio of debt to equity is close to zero with no debt growth. The company can cover its entire debt with its EBITDA in less than 2 years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a89b98fa15d73f6fe8d98c1d5d3aa78\" tg-width=\"640\" tg-height=\"251\"/></p><p>YCharts, author&#39;s compilation</p><p>I believe AMD is poised for significant growth in the GPU market, challenging Nvidia&#39;s dominance, particularly in AI applications. The company&#39;s open-source approach, compatibility with competitors&#39; graphics cards, and energy-efficient mid-range options, such as the RX 7800 series, suggest a competitive edge. While Nvidia currently leads in software with CUDA, AMD&#39;s past success against Intel (INTC) indicates the potential for further advancements. Strategic partnerships in the notebook space, innovations like CDNA with Infinity Fabric Technology, and the competitive showing of the MI300x against NVIDIA&#39;s AH100 underscore AMD&#39;s position in the AI sector, signaling a promising future in the GPU market.</p><p>But in light of the above - given the prospects and the strong financial position - <em>why do I upgrade the stock to &#34;Hold&#34; and not to &#39;Buy&#39;?</em></p><p>The valuation of the company puzzles me - and it&#39;s not the high P/E ratios you might think. I first look at the free cash flow (&#34;FCF&#34;) and realize that in AMD&#39;s case, it&#39;s falling and so is the FCF yield, which is only 0.58%:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8747df22a317790fcf2eb740a7535c45\" tg-width=\"635\" tg-height=\"467\"/></p><p>Data by YCharts</p><p>Even with the &#34;more expensive&#34; Nvidia, the situation looks much more advantageous: The company&#39;s FCF yield is about 2.5x higher and the absolute free cash flow generation looks way better:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5363781444200c15b4e1451d46ea9d2c\" tg-width=\"635\" tg-height=\"467\"/></p><p>Data by YCharts</p><p>AMD is trying its best to expand its market and is therefore currently investing more than other peers in R&amp;D (as a percentage of sales), while the company has a relatively normal but only growing CAPEX-to-sales ratio in the selected sample.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3466c601d9848b72dfe59d8c51dff109\" tg-width=\"640\" tg-height=\"245\"/></p><p>YCharts, author&#39;s notes</p><p>This &#34;overinvestment&#34; does not help margins, which remain at a relatively low level:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/528db2f2222b42cfa99f8e7fb21fb31e\" tg-width=\"640\" tg-height=\"304\"/></p><p>Seeking Alpha, AMD&#39;s peers, author&#39;s notes</p><p>At the same time, lower margins should theoretically lead to some kind of valuation discount - the multiples should appear more favorable (lower) to investors. But when we come back to the FCF yield, we don&#39;t see that.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/016df9bb98c697edf36cc2a914136e02\" tg-width=\"635\" tg-height=\"484\"/></p><p>Data by YCharts</p><p>I realize that the colossal amounts AMD has spent on R&amp;D and CAPEX in recent years will inevitably bear fruit in the form of monetization of new products. But today, buying AMD stock seems like a relatively less attractive idea when compared to Broadcom (AVGO), which also has some advantages that I wrote about in more detail in my recent article on the subject.</p><h2 id=\"id_1749102547\">The Verdict</h2><p>I risk being shortsighted again this time because AMD really looks like a financially healthy company with a lot of prospects ahead. As a direct beneficiary of the &#34;AI revolution,&#34; AMD&#39;s earnings per share will likely continue to rebound strongly in the future, helping the stock to grow out of its current seemingly expensive valuation.</p><p>But compared to other peers, I don&#39;t see any undervaluation in this story. Just like last time, I expect AMD to fall sharply before I would consider buying. That may not happen in the near term, so I wouldn&#39;t bet on the fall - hence my upgrade today. But buying a stock with a free cash flow yield of 0.58% when I can get another stock for a many times higher yield and with roughly the same industry tailwinds, I think is an unwarranted idea.</p><p><em>Let me know what you think about this.</em></p><p><em>Thanks for reading!</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: I Was Too Shortsighted (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nAMD: I Was Too Shortsighted (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-27 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4659679-amd-i-was-too-shortsighted-rating-upgrade><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed ...</p>\n\n<a href=\"https://seekingalpha.com/article/4659679-amd-i-was-too-shortsighted-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4543":"AI","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4588":"碎股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4503":"景林资产持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4512":"苹果概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4549":"软银资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4548":"巴美列捷福持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","AMD":"美国超微公司","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4592":"伊斯兰概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD"},"source_url":"https://seekingalpha.com/article/4659679-amd-i-was-too-shortsighted-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2394247750","content_text":"Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed improved margins.Despite near-term challenges, AMD's strategic focus and strong balance sheet position the company for long-term growth.But buying a stock with a free cash flow yield of 0.58% when I can get its peer for a many times higher yield and with roughly the same industry tailwinds, I think is an unwarranted idea.Advanced Micro Devices, Inc. (NASDAQ: AMD) is a global semiconductor company operating in four segments: Data Center (27.55% of total sales in Q3 FY2023), Client (25.05%), Gaming (25.96%), and Embedded (21.43%). It specializes in x86 microprocessors and GPUs, offering a range of products under brands like AMD Ryzen and Radeon. AMD serves diverse customers, including OEMs, cloud service providers, and retailers.AMD's Q3 FY2023 IR materialsThe last and only time I wrote about AMD was at the end of August 2023. Back, then I gave my 5 reasons why the stock should fall in the short term. After 4 months, I realized that my earlier \"Sell\" rating was rather shortsighted: the stock did correct a bit for a couple of weeks, but then exploded and clearly outperformed the broad market:Seeking Alpha, the author's coverage of AMDLooking back at my previous reasoning, I understand that I overestimated to some extent the impact of rising interest rates on AMD's operational growth. I assumed that we would see lower growth from AMD compared to Nvidia (NVDA) in the near term due to the negative impact of the company's broader revenue diversification, and that this would most likely lead to profit-taking.But, in fact, AMD rallied by ~9% after releasing its Q3 FY2023 results. It reported revenue of $5.80 billion, up 4% year-over-year and 8% QoQ, exceeding both its guidance range and the consensus estimate. Non-GAAP profit per diluted share reached $0.70, a 4% increase from the previous year and a $0.12 sequential rise. According to Seeking Alpha data, the company beat on Non-GAAP EPS:Seeking AlphaThe Data Center segment, accounting for almost 28% of total revenue, saw a 1% year-over-year decline but a substantial 21% sequential increase, driven by strong demand for third and fourth-generation EPYC processor families. The company made strides in the data center GPU business, with plans for data center GPU revenue to exceed $2 billion in FY2024. The post-results strength in AMD shares was attributed to excitement around the company's products for the generative AI opportunity, including the Instinct MI300X Accelerator, Argus Research's analysts wrote in the post-earnings note (proprietary source).Client revenue, representing 25% of total revenue, rose by an impressive 42% annually, driven by Ryzen 7000 processors. Client sales were supported by normalizing inventory levels in the PC distribution channel, contributing to a positive outlook for the future. It now looks like AMD's share gains in CPUs for data center and client applications, coupled with market leadership in console gaming, position the company for long-term growth.Gaming revenue, comprising 26% of total revenue, declined by 8% year-over-year, attributed to the extended console cycle, with semi-custom SoC sales aligning with AMD's projections. Part of this decline is what I was getting at in my last article, but it was actually not as severe as I expected. What's more important, this segment's EBIT increased by 46% YoY, and the segment margin improved to 13.8% in Q3 2023 from 8.7% in Q3 2022. Looking ahead to Q4 2023, revenue from the gaming business is expected to decline annually due to the current stage of the console cycle, but if the stability of the EBIT margin is maintained, investors need not worry - the growth of Data Center and Client will most likely mask any negative impact.The Embedded segment experienced a 5% year-over-year revenue dip and a more substantial 15% sequential decrease. But again, the segment's EBIT remained robust at $612 million, with a segment margin of 49.2% in Q3 2023, reflecting a 50 basis points YoY increase. Key categories served by Embedded include aerospace & defense, industrial, medical, semiconductor test & measurement, and communications infrastructure. The outlook for Q4 2023 suggests a YoY decline in Embedded revenue due to softening demand, particularly in the automotive sector impacted by high vehicle financing rates and a UAW strike. Despite the near-term challenges, AMD's strategic focus on acquired Xilinx product families and advancements in the automotive space positions the Embedded segment for long-term growth, in my view.AMD's Q3 FY2023 IR materialsThe overall guidance points to 9% annual top-line growth and a 5% sequential gain, positioning AMD for high single-digit to low double-digit EPS growth in Q4 2023 and promising revenue and earnings acceleration in FY2024.AMD's Q3 FY2023 IR materialsAt the same time, the company's balance sheet looks very strong. AMD had $5.88 billion at the end of Q3 FY2023 with a total debt of only $2.47 billion. AMD's current ratio is well above 2, and the ratio of debt to equity is close to zero with no debt growth. The company can cover its entire debt with its EBITDA in less than 2 years.YCharts, author's compilationI believe AMD is poised for significant growth in the GPU market, challenging Nvidia's dominance, particularly in AI applications. The company's open-source approach, compatibility with competitors' graphics cards, and energy-efficient mid-range options, such as the RX 7800 series, suggest a competitive edge. While Nvidia currently leads in software with CUDA, AMD's past success against Intel (INTC) indicates the potential for further advancements. Strategic partnerships in the notebook space, innovations like CDNA with Infinity Fabric Technology, and the competitive showing of the MI300x against NVIDIA's AH100 underscore AMD's position in the AI sector, signaling a promising future in the GPU market.But in light of the above - given the prospects and the strong financial position - why do I upgrade the stock to \"Hold\" and not to 'Buy'?The valuation of the company puzzles me - and it's not the high P/E ratios you might think. I first look at the free cash flow (\"FCF\") and realize that in AMD's case, it's falling and so is the FCF yield, which is only 0.58%:Data by YChartsEven with the \"more expensive\" Nvidia, the situation looks much more advantageous: The company's FCF yield is about 2.5x higher and the absolute free cash flow generation looks way better:Data by YChartsAMD is trying its best to expand its market and is therefore currently investing more than other peers in R&D (as a percentage of sales), while the company has a relatively normal but only growing CAPEX-to-sales ratio in the selected sample.YCharts, author's notesThis \"overinvestment\" does not help margins, which remain at a relatively low level:Seeking Alpha, AMD's peers, author's notesAt the same time, lower margins should theoretically lead to some kind of valuation discount - the multiples should appear more favorable (lower) to investors. But when we come back to the FCF yield, we don't see that.Data by YChartsI realize that the colossal amounts AMD has spent on R&D and CAPEX in recent years will inevitably bear fruit in the form of monetization of new products. But today, buying AMD stock seems like a relatively less attractive idea when compared to Broadcom (AVGO), which also has some advantages that I wrote about in more detail in my recent article on the subject.The VerdictI risk being shortsighted again this time because AMD really looks like a financially healthy company with a lot of prospects ahead. As a direct beneficiary of the \"AI revolution,\" AMD's earnings per share will likely continue to rebound strongly in the future, helping the stock to grow out of its current seemingly expensive valuation.But compared to other peers, I don't see any undervaluation in this story. Just like last time, I expect AMD to fall sharply before I would consider buying. That may not happen in the near term, so I wouldn't bet on the fall - hence my upgrade today. But buying a stock with a free cash flow yield of 0.58% when I can get another stock for a many times higher yield and with roughly the same industry tailwinds, I think is an unwarranted idea.Let me know what you think about this.Thanks for reading!","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255888727744608,"gmtCreate":1703507102622,"gmtModify":1703507107964,"author":{"id":"4089118747466230","authorId":"4089118747466230","name":"Blessedme","avatar":"https://community-static.tradeup.com/news/3757be1781f0fa5d0ed4ee927cb8cc38","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"AMD Will skyrocket in 2024.&nbsp;","listText":"AMD Will skyrocket in 2024.&nbsp;","text":"AMD Will skyrocket in 2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255888727744608","repostId":"2394423239","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254930703986904,"gmtCreate":1703252611429,"gmtModify":1703252615515,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Thanks for your insights.&nbsp;","listText":"Thanks for your insights.&nbsp;","text":"Thanks for your insights.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254930703986904","repostId":"2393245170","repostType":4,"repost":{"id":"2393245170","pubTimestamp":1703250308,"share":"https://www.laohu8.com/m/news/2393245170?lang=&edition=full","pubTime":"2023-12-22 21:05","market":"us","language":"en","title":"Decoding Nvidia’s Trajectory: Time to Cash In or Hold for More Gains?","url":"https://stock-news.laohu8.com/highlight/detail?id=2393245170","media":"InvestorPlace","summary":"Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nvidia</strong> (<strong><u>NVDA</u></strong>) is the chief beneficiary of 2023’s inflated expectations for AI.</p></li><li><p>The Cloud Czars depend on Nvidia and don’t like it.</p></li><li><p>Watch their margins and GPU rental prices carefully.</p></li></ul><p>For <strong>Nvidia</strong> (NASDAQ: <strong><u>NVDA</u></strong>) stock, 2023 has been a year of inflating expectations. Shares are up 241% this year. The company’s market cap is now $1.23 trillion. That of the “Magnificent 7″ have replaced the reign of the “Cloud Czars”,” with Nvidia and <strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>) added to the mix.</p><p>But every technology, and every tech hype cycle, reaches a peak of inflated expectations. It then goes through what <strong>Gartner Group</strong> (NYSE: <strong><u>IT</u></strong>) calls a “trough of disillusionment” before finding its value. For investors, the trick now is to call the top and get out of the way when assumptions change. I am going to give you some clues for that with NVDA stock.</p><h2 id=\"id_173708886\">Where’s the Top for NVDA Stock?</h2><p>The Cloud era of the 2010s ran for most of a decade, and the primary beneficiaries are still in the winner’s circle. Huge orders from <strong>Apple</strong> (NASDAQ: <strong><u>AAPL</u></strong>), <strong>Microsoft </strong>(NASDAQ: <strong><u>MSFT</u></strong>), <strong>Amazon.Com</strong> (NASDAQ: <strong><u>AMZN</u></strong>), <strong>Alphabet</strong> (NASDAQ: <strong><u>GOOG</u></strong>)(NASDAQ: <strong><u>GOOGL</u></strong>) and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> (NASDAQ: <strong><u>META</u></strong>) have fueled Nvidia’s rise.</p><p>But there was a break, in 2022. The Czars all fell hard, along with many of the 2010-era services they spawned.</p><p>Most of the Czars are also in the chip business. Nvidia’s CUDA-X AI software, which developers deem essential stalls their plans. Nvidia isn’t just the <strong>Intel</strong> (NASDAQ: <strong><u>INTC</u></strong>) of the AI age, providing necessary hardware. It’s Microsoft as well, building its operating system.</p><p>It will take time for the Czars to get around CUDA. They’re motivated by the billions they’re pouring into Nvidia chips, and Nvidia’s decision to compete with them.</p><p>Once they succeed, the premium now being paid for Nvidia will decline to its hardware advantage. The company can make this up, in part, by making more chips. Enormous investments are being made to build new fabrication plants in the U.S., by <strong>Taiwan Semiconductor</strong> (NYSE: <strong><u>TSM</u></strong>) and Intel.</p><p>We know what the future of this business looks like. What we don’t know is how we get there.</p><h2 id=\"id_3011368689\">The Turn Will Come</h2><p>Technicians will note that NVDA stock has made two attempts in recent months to pierce $500 per share. It fell back each time and was hovering just over it early on December 19.</p><p>At that price investors are paying over 27 times revenue, 14.5 times hoped-for fiscal 2025 revenue of $84.5 billion. That’s five times 2021’s revenue of $16.7 billion.</p><p>Growth continues because the Cloud Czars can afford to pay.</p><p>Amazon Web Services is getting 70% margins renting GPUs, which it expects to last 7 years. The profits from AWS exceed Amazon’s costs for its internal computing. By putting its own Trainium chips to work here, Amazon can maintain those margins as costs come down.</p><p>Microsoft is getting similar results. It reported 72% margins on its cloud services in the last quarter. Microsoft is also working on AI chips, hoping to dominate the whole cloud stack.</p><p>The weak link is Alphabet, where third quarter cloud revenues trailed estimates. But that looks more like a Google problem than a market problem.</p><h2 id=\"id_2116957581\">The Bottom Line</h2><p>I think the Nvidia market dominance has another year to run.</p><p>How will you know when it’s over? Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand. Look at those margins, and at Cloud Czar announcements about putting their own GPU systems to work.</p><p>That’s the natural response to falling margins. Understand that any weakness, at all, can have a big negative impact when a stock is trading this dear.</p><p>Pay attention to the results achieved by companies using Generative AI in their operations, both internally and for customers. If you hear complaints, that’s when you want to be out, looking for a lower entry point in Nvidia stock.</p></body></html>","source":"investorplace_stock_picks","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>Decoding Nvidia’s Trajectory: Time to Cash In or Hold for More Gains?</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\">\nDecoding Nvidia’s Trajectory: Time to Cash In or Hold for More Gains?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-22 21:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/decoding-nvidias-trajectory-time-to-cash-in-or-hold-for-more-gains/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NVDA) is the chief beneficiary of 2023’s inflated expectations for AI.The Cloud Czars depend on Nvidia and don’t like it.Watch their margins and GPU rental prices carefully.For Nvidia (NASDAQ:...</p>\n\n<a href=\"https://investorplace.com/2023/12/decoding-nvidias-trajectory-time-to-cash-in-or-hold-for-more-gains/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4551":"寇图资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4550":"红杉资本持仓","BK4512":"苹果概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4511":"特斯拉概念","BK4514":"搜索引擎","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0109392836.USD":"富兰克林科技股A","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0171293334.USD":"贝莱德英国基金A2","BK4516":"特朗普概念","LU2063271972.USD":"富兰克林创新领域基金","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4515":"5G概念","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4555":"新能源车","LU0444971666.USD":"天利全球科技基金","NVDA":"英伟达","BK4559":"巴菲特持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD"},"source_url":"https://investorplace.com/2023/12/decoding-nvidias-trajectory-time-to-cash-in-or-hold-for-more-gains/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2393245170","content_text":"Nvidia (NVDA) is the chief beneficiary of 2023’s inflated expectations for AI.The Cloud Czars depend on Nvidia and don’t like it.Watch their margins and GPU rental prices carefully.For Nvidia (NASDAQ: NVDA) stock, 2023 has been a year of inflating expectations. Shares are up 241% this year. The company’s market cap is now $1.23 trillion. That of the “Magnificent 7″ have replaced the reign of the “Cloud Czars”,” with Nvidia and Tesla (NASDAQ: TSLA) added to the mix.But every technology, and every tech hype cycle, reaches a peak of inflated expectations. It then goes through what Gartner Group (NYSE: IT) calls a “trough of disillusionment” before finding its value. For investors, the trick now is to call the top and get out of the way when assumptions change. I am going to give you some clues for that with NVDA stock.Where’s the Top for NVDA Stock?The Cloud era of the 2010s ran for most of a decade, and the primary beneficiaries are still in the winner’s circle. Huge orders from Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon.Com (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) and Meta Platforms (NASDAQ: META) have fueled Nvidia’s rise.But there was a break, in 2022. The Czars all fell hard, along with many of the 2010-era services they spawned.Most of the Czars are also in the chip business. Nvidia’s CUDA-X AI software, which developers deem essential stalls their plans. Nvidia isn’t just the Intel (NASDAQ: INTC) of the AI age, providing necessary hardware. It’s Microsoft as well, building its operating system.It will take time for the Czars to get around CUDA. They’re motivated by the billions they’re pouring into Nvidia chips, and Nvidia’s decision to compete with them.Once they succeed, the premium now being paid for Nvidia will decline to its hardware advantage. The company can make this up, in part, by making more chips. Enormous investments are being made to build new fabrication plants in the U.S., by Taiwan Semiconductor (NYSE: TSM) and Intel.We know what the future of this business looks like. What we don’t know is how we get there.The Turn Will ComeTechnicians will note that NVDA stock has made two attempts in recent months to pierce $500 per share. It fell back each time and was hovering just over it early on December 19.At that price investors are paying over 27 times revenue, 14.5 times hoped-for fiscal 2025 revenue of $84.5 billion. That’s five times 2021’s revenue of $16.7 billion.Growth continues because the Cloud Czars can afford to pay.Amazon Web Services is getting 70% margins renting GPUs, which it expects to last 7 years. The profits from AWS exceed Amazon’s costs for its internal computing. By putting its own Trainium chips to work here, Amazon can maintain those margins as costs come down.Microsoft is getting similar results. It reported 72% margins on its cloud services in the last quarter. Microsoft is also working on AI chips, hoping to dominate the whole cloud stack.The weak link is Alphabet, where third quarter cloud revenues trailed estimates. But that looks more like a Google problem than a market problem.The Bottom LineI think the Nvidia market dominance has another year to run.How will you know when it’s over? Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand. Look at those margins, and at Cloud Czar announcements about putting their own GPU systems to work.That’s the natural response to falling margins. Understand that any weakness, at all, can have a big negative impact when a stock is trading this dear.Pay attention to the results achieved by companies using Generative AI in their operations, both internally and for customers. If you hear complaints, that’s when you want to be out, looking for a lower entry point in Nvidia stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248852972835048,"gmtCreate":1701787063910,"gmtModify":1701787068403,"author":{"id":"4121555381154902","authorId":"4121555381154902","name":"Strategy 1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nothing new in this article. Why there are so many just rehashing and repeating what has been said already.&nbsp;","listText":"Nothing new in this article. Why there are so many just rehashing and repeating what has been said already.&nbsp;","text":"Nothing new in this article. Why there are so many just rehashing and repeating what has been said already.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248852972835048","repostId":"2388730868","repostType":2,"repost":{"id":"2388730868","pubTimestamp":1701756959,"share":"https://www.laohu8.com/m/news/2388730868?lang=&edition=full","pubTime":"2023-12-05 14:15","market":"us","language":"en","title":"Here’s Why Investors Should Be Cautious About Nvidia Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2388730868","media":"InvestorPlace","summary":"While Nvidia (NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and it is facing multiple, important threats.","content":"<html><head></head><body><ul style=\"\"><li><p>While <strong>Nvidia </strong>(NASDAQ:<strong><u>NVDA</u></strong>) should continue to grow very quickly, the valuation of NVDA stock is high and the company is facing multiple, important threats.  </p></li><li><p>A collapse of cryptos and additional sanctions against China could meaningfully hurt NVDA.</p></li><li><p>Investors should limit their holdings of NVDA stock.</p></li></ul><p><strong>Nvidia </strong>(NASDAQ: <strong><u>NVDA</u></strong>) has several very promising partnerships, and it should continue to grow rapidly, driven by the overall strength of its AI and auto businesses. Still, the company is facing at least two very tough challenges, and the valuation of NVDA stock is quite high.</p><p>Given the latter two points, I believe that there’s a significant chance of the shares underperforming the<strong> Nasdaq</strong> and other AI plays in the medium term and the long term. As a result, I urge investors to trim NVDA stock to 5% or less of their portfolios.</p><h2 id=\"id_1707733618\">Promising Partnerships and Continued Rapid Growth on the Horizon</h2><p>Of course, Nvidia’s top and bottom lines are soaring as it benefits from robust demand for its AI chips. Moreover, in the future, the company’s multiple, impressive partnerships should provide the chip maker with additional positive catalysts.</p><p>For example, Nvidia is partnering with <strong>Amazon </strong>(NASDAQ: <strong><u>AMZN</u></strong>) to “offer the first cloud AI supercomputer with NVIDIA Grace Hopper Superchip and AWS UltraCluster scalability” through Amazon’s cloud unit, AWS. And on the automotive front, Nvidia is collaborating with multiple major manufacturers, including <strong>BMW</strong> (OTC: <strong><u>BMWYY</u></strong>), <strong>Mercedes Benz</strong>, and the Taiwan-based giant,<strong> Foxconn</strong>.</p><p>Speaking of automotive, I expect Nvidia’s auto-chip business to accelerate tremendously as many more vehicles adopt advanced driver assistance systems (ADAS), self-driving technology, and other high-tech offerings.</p><p>In light of these points, I expect Nvidia’s overall growth to continue to be very strong for years.</p><h2 id=\"id_1748034416\">A High Valuation and Two Important Threats</h2><p>Based on many metrics, Nvidia’s valuation remains quite high. For example, its trailing price-sales ratio is a huge 26 times, while its enterprise value/EBITDA ratio is quite elevated at 50.</p><p>Adding further to my caution about the stock’s valuation, research firm <strong>Morningstar</strong> recently set a “fair value estimate” of $480 on the name. That’s only a few percentage points above the shares’ current level.</p><p>Further, Morningstar<strong> </strong>noted that NVDA expects its sales to China to fall meaningfully due to U.S. sanctions against the Asian country. Morningstar warned that additional American sanctions against China could hurt Nvidia.</p><p>Additionally, with the U.S. government seemingly determined to crush cryptocurrencies sooner or later, I fear that such a development would meaningfully and negatively impact Nvidia’s top and bottom lines.</p><p>According to one source, a change in the method of mining <strong>Ethereum</strong> (<strong><u>ETH-USD</u></strong>) contributed a great deal to a $1.5 billion decline in Nvidia’s revenue in Q3 of 2022.</p><p>Therefore, if Washington largely destroys the crypto sector, I wouldn’t be surprised to see Nvidia’s gaming revenue sink by $1.5 billion per quarter or $6 billion per year. (Its gaming revenue in Q3 came in at $2.86 billion). That would lower its overall top line by about 8%, likely resulting in a sizeable decline of the shares.</p><h2 id=\"id_380094518\">The Bottom Line on NVDA Stock</h2><p>Morningstar wrote that it expects two of Nvidia’s competitors, <strong>AMD</strong> (NASDAQ: <strong>AMD</strong>) and <strong>Intel </strong>(NASDAQ: <strong><u>INTC</u></strong>), to also generate “tremendous revenue growth” in the future. I recommend that investors looking to capitalize on the AI chip boom consider diversifying their holdings by owning Intel and or AMD in addition to Nvidia, given the latter company’s high valuation and multiple threats.</p><p>Those for whom NVDA shares already constitute 5% or less of their portfolios can hold their positions at their current levels, while the investors who don’t already own the name should consider buying it if it falls 10% or more.</p></body></html>","source":"investorplace_stock_picks","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>Here’s Why Investors Should Be Cautious About Nvidia Stock</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\">\nHere’s Why Investors Should Be Cautious About Nvidia Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-05 14:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/heres-why-investors-should-be-cautious-about-nvidia-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While Nvidia (NASDAQ:NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and the company is facing multiple, important threats.  A collapse of cryptos and additional ...</p>\n\n<a href=\"https://investorplace.com/2023/12/heres-why-investors-should-be-cautious-about-nvidia-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4573":"虚拟现实","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4581":"高盛持仓","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4549":"软银资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","NVDA":"英伟达","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","BK4554":"元宇宙及AR概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4211":"区域性银行","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4220":"综合零售"},"source_url":"https://investorplace.com/2023/12/heres-why-investors-should-be-cautious-about-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2388730868","content_text":"While Nvidia (NASDAQ:NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and the company is facing multiple, important threats.  A collapse of cryptos and additional sanctions against China could meaningfully hurt NVDA.Investors should limit their holdings of NVDA stock.Nvidia (NASDAQ: NVDA) has several very promising partnerships, and it should continue to grow rapidly, driven by the overall strength of its AI and auto businesses. Still, the company is facing at least two very tough challenges, and the valuation of NVDA stock is quite high.Given the latter two points, I believe that there’s a significant chance of the shares underperforming the Nasdaq and other AI plays in the medium term and the long term. As a result, I urge investors to trim NVDA stock to 5% or less of their portfolios.Promising Partnerships and Continued Rapid Growth on the HorizonOf course, Nvidia’s top and bottom lines are soaring as it benefits from robust demand for its AI chips. Moreover, in the future, the company’s multiple, impressive partnerships should provide the chip maker with additional positive catalysts.For example, Nvidia is partnering with Amazon (NASDAQ: AMZN) to “offer the first cloud AI supercomputer with NVIDIA Grace Hopper Superchip and AWS UltraCluster scalability” through Amazon’s cloud unit, AWS. And on the automotive front, Nvidia is collaborating with multiple major manufacturers, including BMW (OTC: BMWYY), Mercedes Benz, and the Taiwan-based giant, Foxconn.Speaking of automotive, I expect Nvidia’s auto-chip business to accelerate tremendously as many more vehicles adopt advanced driver assistance systems (ADAS), self-driving technology, and other high-tech offerings.In light of these points, I expect Nvidia’s overall growth to continue to be very strong for years.A High Valuation and Two Important ThreatsBased on many metrics, Nvidia’s valuation remains quite high. For example, its trailing price-sales ratio is a huge 26 times, while its enterprise value/EBITDA ratio is quite elevated at 50.Adding further to my caution about the stock’s valuation, research firm Morningstar recently set a “fair value estimate” of $480 on the name. That’s only a few percentage points above the shares’ current level.Further, Morningstar noted that NVDA expects its sales to China to fall meaningfully due to U.S. sanctions against the Asian country. Morningstar warned that additional American sanctions against China could hurt Nvidia.Additionally, with the U.S. government seemingly determined to crush cryptocurrencies sooner or later, I fear that such a development would meaningfully and negatively impact Nvidia’s top and bottom lines.According to one source, a change in the method of mining Ethereum (ETH-USD) contributed a great deal to a $1.5 billion decline in Nvidia’s revenue in Q3 of 2022.Therefore, if Washington largely destroys the crypto sector, I wouldn’t be surprised to see Nvidia’s gaming revenue sink by $1.5 billion per quarter or $6 billion per year. (Its gaming revenue in Q3 came in at $2.86 billion). That would lower its overall top line by about 8%, likely resulting in a sizeable decline of the shares.The Bottom Line on NVDA StockMorningstar wrote that it expects two of Nvidia’s competitors, AMD (NASDAQ: AMD) and Intel (NASDAQ: INTC), to also generate “tremendous revenue growth” in the future. I recommend that investors looking to capitalize on the AI chip boom consider diversifying their holdings by owning Intel and or AMD in addition to Nvidia, given the latter company’s high valuation and multiple threats.Those for whom NVDA shares already constitute 5% or less of their portfolios can hold their positions at their current levels, while the investors who don’t already own the name should consider buying it if it falls 10% or more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248645767229504,"gmtCreate":1701742445147,"gmtModify":1701742449303,"author":{"id":"3579673211261157","authorId":"3579673211261157","name":"BabySim","avatar":"https://static.tigerbbs.com/5c6f0cd54fab9f24929e66e54e08e3aa","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Will semis sector thrive !","listText":"Will semis sector thrive !","text":"Will semis sector thrive !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248645767229504","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246337862008992,"gmtCreate":1701162563074,"gmtModify":1701162567328,"author":{"id":"3581937910767045","authorId":"3581937910767045","name":"Pluto891","avatar":"https://static.tigerbbs.com/c9963f2ef3d3ad2aff28340461d3d6d0","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"informative read. AMD poses as a strong contender to Intel. Intel has lost aura","listText":"informative read. AMD poses as a strong contender to Intel. Intel has lost aura","text":"informative read. AMD poses as a strong contender to Intel. Intel has lost aura","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/246337862008992","repostId":"2386137834","repostType":2,"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246336201449472,"gmtCreate":1701161963558,"gmtModify":1701161967707,"author":{"id":"3581937910767045","authorId":"3581937910767045","name":"Pluto891","avatar":"https://static.tigerbbs.com/c9963f2ef3d3ad2aff28340461d3d6d0","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"in trouble...","listText":"in trouble...","text":"in trouble...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246336201449472","repostId":"2386913802","repostType":2,"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":243603455103128,"gmtCreate":1700510715241,"gmtModify":1700510721488,"author":{"id":"4145942173192222","authorId":"4145942173192222","name":"Naimish Bhagat","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/243603455103128","repostId":"2372890125","repostType":2,"repost":{"id":"2372890125","pubTimestamp":1696400260,"share":"https://www.laohu8.com/m/news/2372890125?lang=&edition=full","pubTime":"2023-10-04 14:17","market":"us","language":"en","title":"Nvidia Said to Consider Further Push Into Cloud Services Space","url":"https://stock-news.laohu8.com/highlight/detail?id=2372890125","media":"Seekingalpha","summary":"GPU giant Nvidia (NASDAQ:NVDA) already operates the DGX Cloud, but the Jensen Huang-led company looks to be pushing further into the cloud services space, potentially going up against the likes of Ama","content":"<html><head></head><body><p>GPU giant Nvidia (NASDAQ:NVDA) already operates the DGX Cloud, but the Jensen Huang-led company looks to be pushing further into the cloud services space, potentially going up against the likes of Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT) and Google (NASDAQ:GOOG) (GOOGL).</p><p>Nvidia has spoken to one unnamed data center owner about leasing space to power its DGX Cloud, The Information reported, citing a person with direct knowledge of the discussions.</p><p>If it were to do so, it would place it further in competition with the aforementioned tech companies, many of whom purchase Nvidia (NVDA) GPUs for their own data center needs, especially amid the explosion of artificial intelligence.</p><p>Currently, the DGX Cloud is located in the data centers of companies such as Microsoft (MSFT), Oracle (ORCL) and Google (GOOG) (GOOGL), which hamstrings Nvidia&#39;s capabilities.</p><p>The tech giants are creating or working on Nvidia alternatives, including Amazon&#39;s (AMZN) Inferentia chips, Google&#39;s TPUs and Microsoft, which is reportedly working with AMD on new AI chips.</p><p>Nvidia has also spoken to smaller cloud providers to use their GPU servers for DGX Cloud, the news outlet added. In recent weeks, Nvidia (NVDA) has signaled support for other cloud providers, including CoreWeave, Applied Digital (APLD) and others.</p><p>By considering a push further into cloud services, Nvidia could protect itself if the larger tech companies decide to move away from Nvidia GPUs, while also building out its other revenue streams.</p><p>Nvidia, Microsoft, Google and Amazon did not immediately respond to a request for comment.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Said to Consider Further Push Into Cloud Services Space</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\">\nNvidia Said to Consider Further Push Into Cloud Services Space\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-04 14:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4017554-nvidia-consider-further-push-into-cloud-services-space><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GPU giant Nvidia (NASDAQ:NVDA) already operates the DGX Cloud, but the Jensen Huang-led company looks to be pushing further into the cloud services space, potentially going up against the likes of ...</p>\n\n<a href=\"https://seekingalpha.com/news/4017554-nvidia-consider-further-push-into-cloud-services-space\">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/news/4017554-nvidia-consider-further-push-into-cloud-services-space","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2372890125","content_text":"GPU giant Nvidia (NASDAQ:NVDA) already operates the DGX Cloud, but the Jensen Huang-led company looks to be pushing further into the cloud services space, potentially going up against the likes of Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT) and Google (NASDAQ:GOOG) (GOOGL).Nvidia has spoken to one unnamed data center owner about leasing space to power its DGX Cloud, The Information reported, citing a person with direct knowledge of the discussions.If it were to do so, it would place it further in competition with the aforementioned tech companies, many of whom purchase Nvidia (NVDA) GPUs for their own data center needs, especially amid the explosion of artificial intelligence.Currently, the DGX Cloud is located in the data centers of companies such as Microsoft (MSFT), Oracle (ORCL) and Google (GOOG) (GOOGL), which hamstrings Nvidia's capabilities.The tech giants are creating or working on Nvidia alternatives, including Amazon's (AMZN) Inferentia chips, Google's TPUs and Microsoft, which is reportedly working with AMD on new AI chips.Nvidia has also spoken to smaller cloud providers to use their GPU servers for DGX Cloud, the news outlet added. In recent weeks, Nvidia (NVDA) has signaled support for other cloud providers, including CoreWeave, Applied Digital (APLD) and others.By considering a push further into cloud services, Nvidia could protect itself if the larger tech companies decide to move away from Nvidia GPUs, while also building out its other revenue streams.Nvidia, Microsoft, Google and Amazon did not immediately respond to a request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false,"topicSource":"Post"}