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Firebolter
2021-05-06
Buy
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Firebolter
2022-07-12
Nice
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Firebolter
2021-02-19
Does this stock looks undervalued?
Firebolter
2021-01-23
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And while it may be too early to turn positive on the sector as a whole and valuations could still go lower, there are some companies that are poised to do better than others.</p><p>The analyst noted that consumer markets have "rapidly weakened," but the data center demand is still strong, even as companies like Nvidia (NVDA) slow the pace of their operating expenses. The spending outlook is still favorable due to workload growth, the continued shift to artificial intelligence and new CPU product cycles. There are also positives for other sectors, as the launch of a new iPhone later this year could help the smartphone market, which has been beleaguered by Chinese weakness. </p><p>Nvidia: Arcuri likes Nvidia (NVDA) as it builds "more stable revenue sources" around its GPU and software moats and the strength in the data center that has been talked about recently could be strong enough to provide a cushion if there is a correction in gaming.</p><p>Marvell: Marvell (MRVL) is favored because of its "broad" portfolio and its investments in 5 nanometer node to go into several new applications and opportunities.</p><p>Micron: Micron (MU), which recently reported quarterly results that missed estimates, is viewed in a positive light because it "cleared the decks to some degree" thanks to its weak guidance and commitment not to burn cash.</p><p>Lam Research: Lam Research (LRCX) is viewed favorably in the semiconductor production equipment space because memory headwinds are starting to abate and the risks are shifting to foundries, where it has "relatively little exposure."</p><p>Broadcom: Broadcom (AVGO) is viewed as a favorite of income investors, as it is a "compounder with some cyclical downside protection."</p><p>Others that are viewed favorable include Analog Devices (ADI) and to some extent Intel (INTC), as Arcuri notes it is starting to "close the competitive gap" on Advanced Micro Devices (AMD) for process technology, but a weak PC environment and lack of government subsidies could force Intel to burn a "substantial" amount of cash in 2022 and 2023.</p><p>Last month, investment firm Morgan Stanley restarted coverage on Advanced Micro Devices (AMD) shares, noting it is in a position to gain market share in both cloud servers and PCs.</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, Marvell, Micron, Broadcom Among Top Semiconductor Stocks at UBS</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\">\nNvidia, Marvell, Micron, Broadcom Among Top Semiconductor Stocks at UBS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 21:12 GMT+8 <a href=https://seekingalpha.com/news/3855661-nvidia-marvell-micron-broadcom-among-top-semiconductor-stocks-at-ubs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA), Marvell Technology (NASDAQ:MRVL), Micron (NASDAQ:MU) and Broadcom (NASDAQ:AVGO) are listed among investment firm UBS's favorite semiconductor stocks, even as weakening consumer ...</p>\n\n<a href=\"https://seekingalpha.com/news/3855661-nvidia-marvell-micron-broadcom-among-top-semiconductor-stocks-at-ubs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","MU":"美光科技","MRVL":"迈威尔科技","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/3855661-nvidia-marvell-micron-broadcom-among-top-semiconductor-stocks-at-ubs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181351224","content_text":"Nvidia (NASDAQ:NVDA), Marvell Technology (NASDAQ:MRVL), Micron (NASDAQ:MU) and Broadcom (NASDAQ:AVGO) are listed among investment firm UBS's favorite semiconductor stocks, even as weakening consumer demand and confidence and rising inventories are hurting the sector.Analyst Timothy Arcuri noted that there is the possibility that order cancellations start and supply continues to improve as the probability for an economic \"hard landing\" grows. And while it may be too early to turn positive on the sector as a whole and valuations could still go lower, there are some companies that are poised to do better than others.The analyst noted that consumer markets have \"rapidly weakened,\" but the data center demand is still strong, even as companies like Nvidia (NVDA) slow the pace of their operating expenses. The spending outlook is still favorable due to workload growth, the continued shift to artificial intelligence and new CPU product cycles. There are also positives for other sectors, as the launch of a new iPhone later this year could help the smartphone market, which has been beleaguered by Chinese weakness. Nvidia: Arcuri likes Nvidia (NVDA) as it builds \"more stable revenue sources\" around its GPU and software moats and the strength in the data center that has been talked about recently could be strong enough to provide a cushion if there is a correction in gaming.Marvell: Marvell (MRVL) is favored because of its \"broad\" portfolio and its investments in 5 nanometer node to go into several new applications and opportunities.Micron: Micron (MU), which recently reported quarterly results that missed estimates, is viewed in a positive light because it \"cleared the decks to some degree\" thanks to its weak guidance and commitment not to burn cash.Lam Research: Lam Research (LRCX) is viewed favorably in the semiconductor production equipment space because memory headwinds are starting to abate and the risks are shifting to foundries, where it has \"relatively little exposure.\"Broadcom: Broadcom (AVGO) is viewed as a favorite of income investors, as it is a \"compounder with some cyclical downside protection.\"Others that are viewed favorable include Analog Devices (ADI) and to some extent Intel (INTC), as Arcuri notes it is starting to \"close the competitive gap\" on Advanced Micro Devices (AMD) for process technology, but a weak PC environment and lack of government subsidies could force Intel to burn a \"substantial\" amount of cash in 2022 and 2023.Last month, investment firm Morgan Stanley restarted coverage on Advanced Micro Devices (AMD) shares, noting it is in a position to gain market share in both cloud servers and PCs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105924528,"gmtCreate":1620265311164,"gmtModify":1704341009515,"author":{"id":"3573650362542747","authorId":"3573650362542747","name":"Firebolter","avatar":"https://static.tigerbbs.com/96a0e8e496372c38df0dbe84ec04f638","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573650362542747","authorIdStr":"3573650362542747"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105924528","repostId":"2133652936","repostType":4,"repost":{"id":"2133652936","kind":"news","pubTimestamp":1620244873,"share":"https://ttm.financial/m/news/2133652936?lang=&edition=fundamental","pubTime":"2021-05-06 04:01","market":"us","language":"en","title":"Dow ends at record high，Nasdaq falls as tech slides","url":"https://stock-news.laohu8.com/highlight/detail?id=2133652936","media":"Reuters","summary":"May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq","content":"<p>May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq gave up its earlier gains and closed in red.</p><p>Energy and materials continued this week's momentum, leading gains among S&P 500 sectors. Defensive utilities and real estate led sectoral declines.</p><p>\"Energy, financial, materials, industrials are all outperforming. They tend to be cyclically oriented sectors and tend to benefit during periods when the economies are reopening and expanding,\" said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management.</p><p>The Philadelphia SE Semiconductor index recovered from a sell-off on Tuesday. Megacap technology companies including Amazon.com Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Alphabet Inc were down.</p><p>Strong economic data and earnings pushed the S&P 500 and Nasdaq indexes to record high last week, but markets have wobbled amid concerns about rising inflation and potentially higher U.S. interest rates.</p><p>\"Once you have markets hitting the highs we have seen recently, the <a href=\"https://laohu8.com/S/AONE\">one</a> thing investors are worried about is rising inflation and what that means for profitability of companies,\" said Shawn Cruz, senior market strategist at TD Ameritrade.</p><p>Tech sell-off accelerated on Tuesday after Treasury Secretary Janet Yellen suggested that interest rates might need to rise in an overheating economy.</p><p>She later clarified that a near-term interest rate hike was not something she was \"predicting or recommending\" on Tuesday evening.</p><p>The ADP National Employment Report showed U.S. private payrolls increased in April as companies rushed to boost production amid a surge in demand, powered by massive government aid and rising vaccinations against COVID-19.</p><p>A more comprehensive reading in the form of the Labor Department's non-farm payrolls data is due on Friday.</p><p>Unofficially, the Dow Jones Industrial Average rose 96.99 points, or 0.28%, to 34,230.02, the S&P 500 gained 2.97 points, or 0.07%, to 4,167.63 and the Nasdaq Composite dropped 51.08 points, or 0.37%, to 13,582.43.</p><p>Peloton Interactive Inc hit a seven-month low on its announcement to recall its treadmills amid reports of multiple injuries and the death of a child in an accident.</p><p>Boeing Co fell after U.S. air safety officials asked it to supply fresh analysis and documentation showing 737 MAX subsystems would not be affected by electrical grounding issues.</p><p><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a> jumped as it raised its full-year postpaid subscriber net additions forecast.</p><p>Uber Technologies Inc is set to report earnings after markets close on Wednesday.</p><p><a href=\"https://laohu8.com/NW/1108837445\" target=\"_blank\">Uber losses dramatically improve thanks to sale of self-driving unit</a></p><p><a href=\"https://laohu8.com/NW/1190727792\" target=\"_blank\">PayPal CEO touts ‘next generation digital wallet’ after earnings beat</a></p><p><a href=\"https://laohu8.com/NW/1185637253\" target=\"_blank\">Twilio Surpasses Q1 Earnings and Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/1118316842\" target=\"_blank\">The Allstate Corp Q1 adjusted earnings of $6.11 per share</a></p><p><a href=\"https://laohu8.com/NW/1144806506\" target=\"_blank\">Etsy slides more than 10% after it warns of slowing growth</a></p>","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>Dow ends at record high，Nasdaq falls as tech slides</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\">\nDow ends at record high，Nasdaq falls as tech slides\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 04:01 GMT+8 <a href=https://www.reuters.com/business/dow-ends-record-high-nasdaq-falls-tech-slides-2021-05-05/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq gave up its earlier gains and closed in red.Energy and materials continued this week's momentum, ...</p>\n\n<a href=\"https://www.reuters.com/business/dow-ends-record-high-nasdaq-falls-tech-slides-2021-05-05/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","03086":"华夏纳指","SANA":"Sana Biotechnology, Inc.","LHDX":"Lucira Health, Inc.","BA":"波音","COMP":"Compass, Inc.","OEF":"标普100指数ETF-iShares","09086":"华夏纳指-U","SSO":"两倍做多标普500ETF","APR":"Apria, Inc.","SDS":"两倍做空标普500ETF","LABP":"Landos Biopharma, Inc.","SPXU":"三倍做空标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","QNETCN":"纳斯达克中美互联网老虎指数","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","CGEM":"Cullinan Therapeutics","IVV":"标普500指数ETF"},"source_url":"https://www.reuters.com/business/dow-ends-record-high-nasdaq-falls-tech-slides-2021-05-05/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133652936","content_text":"May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq gave up its earlier gains and closed in red.Energy and materials continued this week's momentum, leading gains among S&P 500 sectors. Defensive utilities and real estate led sectoral declines.\"Energy, financial, materials, industrials are all outperforming. They tend to be cyclically oriented sectors and tend to benefit during periods when the economies are reopening and expanding,\" said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management.The Philadelphia SE Semiconductor index recovered from a sell-off on Tuesday. Megacap technology companies including Amazon.com Inc and Facebook Inc and Alphabet Inc were down.Strong economic data and earnings pushed the S&P 500 and Nasdaq indexes to record high last week, but markets have wobbled amid concerns about rising inflation and potentially higher U.S. interest rates.\"Once you have markets hitting the highs we have seen recently, the one thing investors are worried about is rising inflation and what that means for profitability of companies,\" said Shawn Cruz, senior market strategist at TD Ameritrade.Tech sell-off accelerated on Tuesday after Treasury Secretary Janet Yellen suggested that interest rates might need to rise in an overheating economy.She later clarified that a near-term interest rate hike was not something she was \"predicting or recommending\" on Tuesday evening.The ADP National Employment Report showed U.S. private payrolls increased in April as companies rushed to boost production amid a surge in demand, powered by massive government aid and rising vaccinations against COVID-19.A more comprehensive reading in the form of the Labor Department's non-farm payrolls data is due on Friday.Unofficially, the Dow Jones Industrial Average rose 96.99 points, or 0.28%, to 34,230.02, the S&P 500 gained 2.97 points, or 0.07%, to 4,167.63 and the Nasdaq Composite dropped 51.08 points, or 0.37%, to 13,582.43.Peloton Interactive Inc hit a seven-month low on its announcement to recall its treadmills amid reports of multiple injuries and the death of a child in an accident.Boeing Co fell after U.S. air safety officials asked it to supply fresh analysis and documentation showing 737 MAX subsystems would not be affected by electrical grounding issues.T-Mobile US Inc jumped as it raised its full-year postpaid subscriber net additions forecast.Uber Technologies Inc is set to report earnings after markets close on Wednesday.Uber losses dramatically improve thanks to sale of self-driving unitPayPal CEO touts ‘next generation digital 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