Djsoul80 personal page - To The Moon

Djsoul80

Djsoul80

G-Dragon (지드래곤)

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06-04 16:51

$YZJ Shipbldg SGD(BS6.SI)$

06-01

$AST SpaceMobile, Inc.(ASTS)$ Pumping up steadily

05-29

$AST SpaceMobile, Inc.(ASTS)$

05-29

$AST SpaceMobile, Inc.(ASTS)$

02-04

$Tesla Motors(TSLA)$

02-04

02-03

$CoreWeave, Inc.(CRWV)$

02-03

$Tesla Motors(TSLA)$

02-03

$Tesla Motors(TSLA)$

02-03

01-30

Yeah.. I see nothing wrong they ain't spending big bucks on AI. Why should they when they can tap into other's intelligence without having to spend big bucks?!

01-19

Great article, would you like to share it?

iPhone Tops China Market After Shipments Soar 28%, Counterpoint Reports

01-08

$Apple(AAPL)$ yeah. Because I love apple and because I am a supporter of their products! Looking forward for new model. 18 Pro

01-07

01-06

$Aeva Technologies Inc.(AEVA)$

01-06

$CoreWeave, Inc.(CRWV)$

01-06

01-06

$CoreWeave, Inc.(CRWV)$

01-05

01-03

$AST SpaceMobile, Inc.(ASTS)$

Go to Tiger App to see more news

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Motors(TSLA)$ </a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/f31be827efccb135366a6ba33ce4e641","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529177520948104","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":528918195070120,"gmtCreate":1770152467409,"gmtModify":1770152471194,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ 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</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/1f24612d969bac3f5799ed06b38a5750","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528826366408264","isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":528543854150288,"gmtCreate":1770061188883,"gmtModify":1770061191914,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528543854150288","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":527021070901712,"gmtCreate":1769702743346,"gmtModify":1769702747375,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"Yeah.. I see nothing wrong they ain't spending big bucks on AI. Why should they when they can tap into other's intelligence without having to spend big bucks?!","listText":"Yeah.. I see nothing wrong they ain't spending big bucks on AI. Why should they when they can tap into other's intelligence without having to spend big bucks?!","text":"Yeah.. I see nothing wrong they ain't spending big bucks on AI. Why should they when they can tap into other's intelligence without having to spend big bucks?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527021070901712","isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523420673209416,"gmtCreate":1768815085295,"gmtModify":1768815088953,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523420673209416","repostId":"1160034054","repostType":4,"repost":{"id":"1160034054","kind":"news","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":1768811713,"share":"https://ttm.financial/m/news/1160034054?lang=en_US&edition=fundamental","pubTime":"2026-01-19 16:35","market":"us","language":"en","title":"iPhone Tops China Market After Shipments Soar 28%, Counterpoint Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1160034054","media":"Tiger Newspress","summary":"Apple Inc. reclaimed the leading position in China, with iPhone shipments surging 28% during the holiday quarter even as a critical memory chip shortage intensified, according to Counterpoint...","content":"<html><head></head><body><p>Apple Inc. reclaimed the leading position in China, with iPhone shipments surging 28% during the holiday quarter even as a critical memory chip shortage intensified, according to Counterpoint Research.</p>\n<p>The latest iPhone 17 series attracted strong consumer demand, with Apple&#39;s devices representing one out of every five shipments in the December quarter, the research firm estimated. This growth came largely at the expense of Huawei Technologies Co. and Xiaomi Corp., both of which saw their shipments decline by double-digit percentages. Overall, shipments in the world&#39;s largest smartphone market contracted by 1.6%.</p>\n<p>Companies ranging from Micron Technology Inc. to Xiaomi are increasingly issuing warnings about the unpredictable effects of a widening shortfall in the semiconductors used for data storage in devices. This shortage, which emerged after memory chip manufacturers allocated more capacity to produce high-end memory for Nvidia Corp.&#39;s AI chips, is pushing prices upward and putting pressure on smaller players who struggle to secure long-term supply contracts.</p>\n<p>&#34;Looking ahead, memory prices are expected to rise further, increasing by 40%–50% in the first quarter of 2026, followed by an additional increase of approximately 20% in the second quarter of 2026,&#34; Counterpoint analysts wrote. &#34;Smartphone OEMs are anticipated to optimize their product portfolios, with a specific focus on reducing their low-end models to protect profit margins.&#34;</p>\n<p>Taiwan Semiconductor Manufacturing Co. CEO C.C. Wei recently emphasized the uneven impact of the memory crunch, noting that high-end smartphones have been largely insulated. Apple, whose entire product lineup occupies the premium segment of the market, is demonstrating the greatest resilience. Nonetheless, a new round of consumer subsidies in China is helping to mitigate cost pressures for manufacturers, Counterpoint noted.</p>\n<p>For the full calendar year, Apple finished just slightly behind Huawei at the top of China&#39;s shipment rankings, with each company capturing roughly a 17% market share. The iPhone maker&#39;s shipments for 2025 increased by 7.5%. A notable setback was the new iPhone Air, which launched later in China than in other markets and failed to become a strong seller.</p>\n<p>&#34;The iPhone Air underperformed,&#34; Counterpoint analyst Ivan Lam stated. &#34;The delayed launch and the compromises between achieving a thin design and including a robust feature set led to a slow start for the device.&#34;</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>iPhone Tops China Market After Shipments Soar 28%, Counterpoint Reports</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\">\niPhone Tops China Market After Shipments Soar 28%, Counterpoint Reports\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\">2026-01-19 16:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple Inc. reclaimed the leading position in China, with iPhone shipments surging 28% during the holiday quarter even as a critical memory chip shortage intensified, according to Counterpoint Research.</p>\n<p>The latest iPhone 17 series attracted strong consumer demand, with Apple&#39;s devices representing one out of every five shipments in the December quarter, the research firm estimated. This growth came largely at the expense of Huawei Technologies Co. and Xiaomi Corp., both of which saw their shipments decline by double-digit percentages. Overall, shipments in the world&#39;s largest smartphone market contracted by 1.6%.</p>\n<p>Companies ranging from Micron Technology Inc. to Xiaomi are increasingly issuing warnings about the unpredictable effects of a widening shortfall in the semiconductors used for data storage in devices. This shortage, which emerged after memory chip manufacturers allocated more capacity to produce high-end memory for Nvidia Corp.&#39;s AI chips, is pushing prices upward and putting pressure on smaller players who struggle to secure long-term supply contracts.</p>\n<p>&#34;Looking ahead, memory prices are expected to rise further, increasing by 40%–50% in the first quarter of 2026, followed by an additional increase of approximately 20% in the second quarter of 2026,&#34; Counterpoint analysts wrote. &#34;Smartphone OEMs are anticipated to optimize their product portfolios, with a specific focus on reducing their low-end models to protect profit margins.&#34;</p>\n<p>Taiwan Semiconductor Manufacturing Co. CEO C.C. Wei recently emphasized the uneven impact of the memory crunch, noting that high-end smartphones have been largely insulated. Apple, whose entire product lineup occupies the premium segment of the market, is demonstrating the greatest resilience. Nonetheless, a new round of consumer subsidies in China is helping to mitigate cost pressures for manufacturers, Counterpoint noted.</p>\n<p>For the full calendar year, Apple finished just slightly behind Huawei at the top of China&#39;s shipment rankings, with each company capturing roughly a 17% market share. The iPhone maker&#39;s shipments for 2025 increased by 7.5%. A notable setback was the new iPhone Air, which launched later in China than in other markets and failed to become a strong seller.</p>\n<p>&#34;The iPhone Air underperformed,&#34; Counterpoint analyst Ivan Lam stated. &#34;The delayed launch and the compromises between achieving a thin design and including a robust feature set led to a slow start for the device.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160034054","content_text":"Apple Inc. reclaimed the leading position in China, with iPhone shipments surging 28% during the holiday quarter even as a critical memory chip shortage intensified, according to Counterpoint Research.\nThe latest iPhone 17 series attracted strong consumer demand, with Apple's devices representing one out of every five shipments in the December quarter, the research firm estimated. This growth came largely at the expense of Huawei Technologies Co. and Xiaomi Corp., both of which saw their shipments decline by double-digit percentages. Overall, shipments in the world's largest smartphone market contracted by 1.6%.\nCompanies ranging from Micron Technology Inc. to Xiaomi are increasingly issuing warnings about the unpredictable effects of a widening shortfall in the semiconductors used for data storage in devices. This shortage, which emerged after memory chip manufacturers allocated more capacity to produce high-end memory for Nvidia Corp.'s AI chips, is pushing prices upward and putting pressure on smaller players who struggle to secure long-term supply contracts.\n\"Looking ahead, memory prices are expected to rise further, increasing by 40%–50% in the first quarter of 2026, followed by an additional increase of approximately 20% in the second quarter of 2026,\" Counterpoint analysts wrote. \"Smartphone OEMs are anticipated to optimize their product portfolios, with a specific focus on reducing their low-end models to protect profit margins.\"\nTaiwan Semiconductor Manufacturing Co. CEO C.C. Wei recently emphasized the uneven impact of the memory crunch, noting that high-end smartphones have been largely insulated. Apple, whose entire product lineup occupies the premium segment of the market, is demonstrating the greatest resilience. Nonetheless, a new round of consumer subsidies in China is helping to mitigate cost pressures for manufacturers, Counterpoint noted.\nFor the full calendar year, Apple finished just slightly behind Huawei at the top of China's shipment rankings, with each company capturing roughly a 17% market share. The iPhone maker's shipments for 2025 increased by 7.5%. A notable setback was the new iPhone Air, which launched later in China than in other markets and failed to become a strong seller.\n\"The iPhone Air underperformed,\" Counterpoint analyst Ivan Lam stated. \"The delayed launch and the compromises between achieving a thin design and including a robust feature set led to a slow start for the device.\"","news_type":1,"symbols_score_info":{"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519475190530760,"gmtCreate":1767847915040,"gmtModify":1767940463288,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a> yeah. Because I love apple and because I am a supporter of their products! Looking forward for new model. 18 Pro","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a> yeah. Because I love apple and because I am a supporter of their products! Looking forward for new model. 18 Pro","text":"$Apple(AAPL)$ yeah. Because I love apple and because I am a supporter of their products! Looking forward for new model. 18 Pro","images":[{"img":"https://community-static.tradeup.com/news/9b556b23bff7c63863776587d33b99aa","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519475190530760","isVote":1,"tweetType":1,"viewCount":1612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":519004233125912,"gmtCreate":1767732929203,"gmtModify":1767732932431,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/3fc83b6ef1468c8f021e0cecff6f46dc","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519004233125912","isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":518876449243704,"gmtCreate":1767713217253,"gmtModify":1767713220141,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AEVA\">$Aeva Technologies Inc.(AEVA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AEVA\">$Aeva Technologies Inc.(AEVA)$ </a>&nbsp;","text":"$Aeva Technologies Inc.(AEVA)$","images":[{"img":"https://community-static.tradeup.com/news/d2d6fbaa86606eab7f69854d00124259","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518876449243704","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":518689205605048,"gmtCreate":1767656128853,"gmtModify":1767656131478,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>&nbsp;","text":"$CoreWeave, Inc.(CRWV)$","images":[{"img":"https://community-static.tradeup.com/news/632a1db6d2176884956da40e26d91fc5","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518689205605048","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":518638585774640,"gmtCreate":1767643756074,"gmtModify":1767643759500,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/cc59ca74411ef150f36d33bcb995d197","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518638585774640","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":518589264978224,"gmtCreate":1767631621685,"gmtModify":1767631624181,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>&nbsp;","text":"$CoreWeave, Inc.(CRWV)$","images":[{"img":"https://community-static.tradeup.com/news/e8e799eacb569e25cf25c6c28f03a1d6","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518589264978224","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":518577079997112,"gmtCreate":1767628754437,"gmtModify":1767628756372,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/f0874212fb54ba299535fb1e35d8368d","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518577079997112","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":517589035954304,"gmtCreate":1767387423303,"gmtModify":1767387425980,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a>&nbsp;","text":"$AST SpaceMobile, Inc.(ASTS)$","images":[{"img":"https://community-static.tradeup.com/news/408e590020e4193dfa5bb7f34b9df641","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/517589035954304","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":502198068876104,"gmtCreate":1763625689352,"gmtModify":1763626331550,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Thank you Jensen Huang! He's my type of guy! Results proven!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Thank you Jensen Huang! He's my type of guy! Results proven!&nbsp;","text":"$NVIDIA(NVDA)$ Thank you Jensen Huang! He's my type of guy! Results proven!","images":[{"img":"https://community-static.tradeup.com/news/c949d7fe21eef814b8ca35e0ce075c5f","width":"842","height":"2002"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":94,"commentSize":5,"repostSize":63,"link":"https://ttm.financial/post/502198068876104","isVote":1,"tweetType":1,"viewCount":3797,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011038","authorId":"10000000000011038","name":"Phyllis Strachey","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011038","idStr":"10000000000011038"},"content":"$500B order backlog proves results aren’t just hype—genius execution!","text":"$500B order backlog proves results aren’t just hype—genius execution!","html":"$500B order backlog proves results aren’t just hype—genius execution!"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"last chance to get this under $200","text":"last chance to get this under $200","html":"last chance to get this under $200"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502149200064976,"gmtCreate":1763604662755,"gmtModify":1763605056095,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Jensen Huang not disappointing us with all his talks! Good Job! Well done! He is the guy!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Jensen Huang not disappointing us with all his talks! Good Job! Well done! He is the guy!","text":"$NVIDIA(NVDA)$ Jensen Huang not disappointing us with all his talks! Good Job! Well done! He is the guy!","images":[{"img":"https://community-static.tradeup.com/news/61d22f9d018b7fbadc54c0dceecd445b","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":142,"commentSize":3,"repostSize":25,"link":"https://ttm.financial/post/502149200064976","isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"This stock is actually very cheap based on current earnings and future guidance. I know most people think it will fade tomorrow like it usually does, but I actually believe it will go up and will renew the momentum going into 2026. 🚀","text":"This stock is actually very cheap based on current earnings and future guidance. I know most people think it will fade tomorrow like it usually does, but I actually believe it will go up and will renew the momentum going into 2026. 🚀","html":"This stock is actually very cheap based on current earnings and future guidance. I know most people think it will fade tomorrow like it usually does, but I actually believe it will go up and will renew the momentum going into 2026. 🚀"},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Nvda just flexed its might once again. Sorry Bears/trolls","text":"Nvda just flexed its might once again. Sorry Bears/trolls","html":"Nvda just flexed its might once again. Sorry Bears/trolls"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":503970800857920,"gmtCreate":1764062946524,"gmtModify":1764064802335,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; “If we delivered a bad quarter, it is evidence there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble,” he told employees. “If we were off by just a hair, if it looked even a little bit creaky, the whole world would’ve fallen apart.” Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune https://share.google/JyWWQ99CSFVOo1V6t","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; “If we delivered a bad quarter, it is evidence there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble,” he told employees. “If we were off by just a hair, if it looked even a little bit creaky, the whole world would’ve fallen apart.” Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune https://share.google/JyWWQ99CSFVOo1V6t","text":"$NVIDIA(NVDA)$ “If we delivered a bad quarter, it is evidence there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble,” he told employees. “If we were off by just a hair, if it looked even a little bit creaky, the whole world would’ve fallen apart.” Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune https://share.google/JyWWQ99CSFVOo1V6t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":29,"link":"https://ttm.financial/post/503970800857920","isVote":1,"tweetType":1,"viewCount":2344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501980857324464,"gmtCreate":1763563532929,"gmtModify":1763621990852,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> It's just one&nbsp;of my best investment","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> It's just one&nbsp;of my best investment","text":"$NVIDIA(NVDA)$ It's just one of my best investment","images":[{"img":"https://community-static.tradeup.com/news/4098f939e78cc54229dcd60a82bdef88","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/501980857324464","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Santa Rally will bring it to up to $240+ after Christmas","text":"Santa Rally will bring it to up to $240+ after Christmas","html":"Santa Rally will bring it to up to $240+ after Christmas"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"NVDA came through....Markets had its correction, maintains long term up trend, time for Market to resume its Bull run. This dip was a Buying opportunity.","text":"NVDA came through....Markets had its correction, maintains long term up trend, time for Market to resume its Bull run. This dip was a Buying opportunity.","html":"NVDA came through....Markets had its correction, maintains long term up trend, time for Market to resume its Bull run. This dip was a Buying opportunity."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":503969517335104,"gmtCreate":1764076643411,"gmtModify":1764077811893,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; GPUs and TPUs both accelerate AI workloads, yet their strengths lie in different domains. GPUs offer unmatched flexibility, ecosystem compatibility, and support for diverse computing tasks such as graphics rendering, simulations, and AI research. TPUs, built with systolic arrays, excel in deep learning models, providing superior throughput and energy efficiency, though with reduced generality. The right choice depends on factors like architecture, cost, scalability, and framework support.&nbsp; TPU vs GPU: Comprehensive Technical Comparison https://share.google/pnYNnTQ7jGYbL3VBF","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; GPUs and TPUs both accelerate AI workloads, yet their strengths lie in different domains. GPUs offer unmatched flexibility, ecosystem compatibility, and support for diverse computing tasks such as graphics rendering, simulations, and AI research. TPUs, built with systolic arrays, excel in deep learning models, providing superior throughput and energy efficiency, though with reduced generality. The right choice depends on factors like architecture, cost, scalability, and framework support.&nbsp; TPU vs GPU: Comprehensive Technical Comparison https://share.google/pnYNnTQ7jGYbL3VBF","text":"$NVIDIA(NVDA)$ GPUs and TPUs both accelerate AI workloads, yet their strengths lie in different domains. GPUs offer unmatched flexibility, ecosystem compatibility, and support for diverse computing tasks such as graphics rendering, simulations, and AI research. TPUs, built with systolic arrays, excel in deep learning models, providing superior throughput and energy efficiency, though with reduced generality. The right choice depends on factors like architecture, cost, scalability, and framework support. TPU vs GPU: Comprehensive Technical Comparison https://share.google/pnYNnTQ7jGYbL3VBF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/503969517335104","isVote":1,"tweetType":1,"viewCount":1813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503698394588136,"gmtCreate":1763996468311,"gmtModify":1763996627676,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> Ultimately, the world needs AI technologies. Gaming, social media platforms, healthcare, banking and even the scammers are all using AI for scamming! Investing in company like Nvidia, the industry big player is a smart way to grow your wealth.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> Ultimately, the world needs AI technologies. Gaming, social media platforms, healthcare, banking and even the scammers are all using AI for scamming! Investing in company like Nvidia, the industry big player is a smart way to grow your wealth.","text":"$NVIDIA(NVDA)$ Ultimately, the world needs AI technologies. Gaming, social media platforms, healthcare, banking and even the scammers are all using AI for scamming! Investing in company like Nvidia, the industry big player is a smart way to grow your wealth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/503698394588136","isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":502692186927952,"gmtCreate":1763736191044,"gmtModify":1763736194202,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Im actually not sure should I hold onto Nvidia or sell off to buy into AMD?","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Im actually not sure should I hold onto Nvidia or sell off to buy into AMD?","text":"$NVIDIA(NVDA)$ Im actually not sure should I hold onto Nvidia or sell off to buy into AMD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/502692186927952","isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4224636408754472","authorId":"4224636408754472","name":"静静吧","avatar":"https://community-static.tradeup.com/news/0141c898d54e6c6e7a8582c31c693ab4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4224636408754472","idStr":"4224636408754472"},"content":"This multiple-choice question is not difficult. Looking at the growth potential, I will choose AMD. I am a businessman who makes transactions. Interest is paramount. What company is good or bad has nothing to do with me","text":"This multiple-choice question is not difficult. Looking at the growth potential, I will choose AMD. I am a businessman who makes transactions. Interest is paramount. What company is good or bad has nothing to do with me","html":"This multiple-choice question is not difficult. Looking at the growth potential, I will choose AMD. I am a businessman who makes transactions. Interest is paramount. What company is good or bad has nothing to do with me"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503891496702000,"gmtCreate":1764043665181,"gmtModify":1764046849190,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"Jensen Huang should get a lawsuit with Michael Burry for uttering&nbsp;false information that causes public investors confidence with the company that may impact loss of partnership as well.","listText":"Jensen Huang should get a lawsuit with Michael Burry for uttering&nbsp;false information that causes public investors confidence with the company that may impact loss of partnership as well.","text":"Jensen Huang should get a lawsuit with Michael Burry for uttering false information that causes public investors confidence with the company that may impact loss of partnership as well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503891496702000","repostId":"2586049248","repostType":4,"repost":{"id":"2586049248","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764041092,"share":"https://ttm.financial/m/news/2586049248?lang=en_US&edition=fundamental","pubTime":"2025-11-25 11:24","market":"nz","language":"en","title":"Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions","url":"https://stock-news.laohu8.com/highlight/detail?id=2586049248","media":"Dow Jones","summary":"A series of prominent stock sales and allegations of accounting irregularities have put $Nvidia(NVDA)$ in the middle of a debate about the value of artificial intelligence and its related stocks.Now...","content":"<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</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 Says It's Not Enron in Private Memo Refuting Accounting Questions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Says It's Not Enron in Private Memo Refuting Accounting Questions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-25 11:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","NVDL":"2倍做多NVDA ETF-GraniteShares","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","NVDA":"英伟达","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4579":"人工智能","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","BK4543":"AI","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","NVDQ":"2倍做空NVDA ETF-T-Rex","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586049248","content_text":"A series of prominent stock sales and allegations of accounting irregularities have put Nvidia in the middle of a debate about the value of artificial intelligence and its related stocks.Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia's investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.Nvidia's memo, which includes fonts in the company's trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry's prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.\"NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,\" Nvidia said in the memo. \"Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.\"Barron's reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.Burry told Barron's he disagrees with Nvidia's response and stands by his analysis. He said he would discuss the topic of the company's stock-based compensation in more detail in a future report.Nvidia didn't immediately respond to a request for comment.Nvidia also responds to claims that the \"current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)\"\"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\"Nvidia also addressed allegations that its customers -- large technology companies -- aren't properly accounting for the economic value of Nvidia hardware.Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia's customers are inflating profits by spreading out depreciation costs over a long period.\"NVIDIA's customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,\" the company said in the memo. \"Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.\"","news_type":1,"symbols_score_info":{"NVDQ":2,"NVDL":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570561327469432,"gmtCreate":1780329036044,"gmtModify":1780329039439,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pumping up steadily&nbsp;","listText":"<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pumping up steadily&nbsp;","text":"$AST SpaceMobile, Inc.(ASTS)$ Pumping up steadily","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570561327469432","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503937583747688,"gmtCreate":1764054945742,"gmtModify":1764054949789,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f712750fbaada7fb7097c2ea48f1fff9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"To believe Micheal Burry believes in himself when he's just a historical figure. He should retire for good. History are not meant to be repeated otherwise what's a history?","listText":"To believe Micheal Burry believes in himself when he's just a historical figure. He should retire for good. History are not meant to be repeated otherwise what's a history?","text":"To believe Micheal Burry believes in himself when he's just a historical figure. He should retire for good. History are not meant to be repeated otherwise what's a history?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503937583747688","repostId":"2586049248","repostType":2,"repost":{"id":"2586049248","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764041092,"share":"https://ttm.financial/m/news/2586049248?lang=en_US&edition=fundamental","pubTime":"2025-11-25 11:24","market":"nz","language":"en","title":"Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions","url":"https://stock-news.laohu8.com/highlight/detail?id=2586049248","media":"Dow Jones","summary":"A series of prominent stock sales and allegations of accounting irregularities have put $Nvidia(NVDA)$ in the middle of a debate about the value of artificial intelligence and its related stocks.Now...","content":"<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</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 Says It's Not Enron in Private Memo Refuting Accounting Questions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Says It's Not Enron in Private Memo Refuting Accounting Questions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-25 11:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","NVDL":"2倍做多NVDA ETF-GraniteShares","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","NVDA":"英伟达","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4579":"人工智能","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","BK4543":"AI","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","NVDQ":"2倍做空NVDA ETF-T-Rex","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586049248","content_text":"A series of prominent stock sales and allegations of accounting irregularities have put Nvidia in the middle of a debate about the value of artificial intelligence and its related stocks.Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia's investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.Nvidia's memo, which includes fonts in the company's trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry's prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.\"NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,\" Nvidia said in the memo. \"Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.\"Barron's reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.Burry told Barron's he disagrees with Nvidia's response and stands by his analysis. He said he would discuss the topic of the company's stock-based compensation in more detail in a future report.Nvidia didn't immediately respond to a request for comment.Nvidia also responds to claims that the \"current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)\"\"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\"Nvidia also addressed allegations that its customers -- large technology companies -- aren't properly accounting for the economic value of Nvidia hardware.Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia's customers are inflating profits by spreading out depreciation costs over a long period.\"NVIDIA's customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,\" the company said in the memo. \"Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.\"","news_type":1,"symbols_score_info":{"NVDQ":2,"NVDL":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}