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Nyubbie

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2024-08-30

I buy more wow

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2024-07-09

$Goldman Sachs(GS)$ big winner

2024-06-26

All I hear is buy and I bought more!! [Miser]

Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode

2024-06-26

Why buy this crap when you can buy NVDA???

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2024-06-21

Hold so you can buy? I bought more!

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2024-06-20

Too long didn't read; I bought more! [Miser]

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2024-06-20

I didn't read this and I still bought the stock! MOOOOON [Miser]

Nvidia: The Paper Gains Need To Be Converted To Cash

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buy more wow","listText":"I buy more wow","text":"I buy more wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343682270834712","repostId":"2463448958","repostType":2,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325340852859040,"gmtCreate":1720458354857,"gmtModify":1720458358536,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GS\"> $Goldman Sachs(GS)$ </a>big winner","listText":"<a href=\"https://ttm.financial/S/GS\"> $Goldman Sachs(GS)$ </a>big winner","text":"$Goldman Sachs(GS)$ big winner","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325340852859040","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321025855492376,"gmtCreate":1719405977822,"gmtModify":1719405981802,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"All I hear is buy and I bought more!!&nbsp;[Miser]&nbsp;&nbsp;","listText":"All I hear is buy and I bought more!!&nbsp;[Miser]&nbsp;&nbsp;","text":"All I hear is buy and I bought more!! [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321025855492376","repostId":"2446816362","repostType":2,"repost":{"id":"2446816362","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":1719403260,"share":"https://ttm.financial/m/news/2446816362?lang=&edition=fundamental","pubTime":"2024-06-26 20:01","market":"other","language":"en","title":"Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode","url":"https://stock-news.laohu8.com/highlight/detail?id=2446816362","media":"Dow Jones","summary":"Nvidia's product cadence, software emphasis and full-system approach help extend the company's competitive moat, according to an analyst. The Nvidia Corp. stock rally has reignited, with the stock heading to a consecutive day of gains after a recent slide into correction territory.While analysts are a bullish bunch on Nvidia's stock  in terms of their ratings - three quarters rate it the equivalent of a buy - they're behind in updating their price targets to account for Nvidia's sizable post-earnings stock gains. But at least two issued target boosts ahead of Wednesday's open, including Cantor Fitzgerald's C.J. Muse, who's now the second most upbeat analyst on the stock.\"We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by [Nvidia] and its full-system approach,\" Muse wrote, as he lifted his price target to $175 from $140.Nvidia shares were up 2.4% in Wednesday's premarket action after rising 6.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Nvidia's product cadence, software emphasis and full-system approach help extend the company's competitive moat, according to an analyst \n</p>\n<p>\n     The Nvidia Corp. stock rally has reignited, with the stock heading to a consecutive day of gains after a recent slide into correction territory. \n</p>\n<p>\n     While analysts are a bullish bunch on Nvidia's stock <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in terms of their ratings - three quarters rate it the equivalent of a buy - they're behind in updating their price targets to account for Nvidia's sizable post-earnings stock gains. But at least two issued target boosts ahead of Wednesday's open, including Cantor Fitzgerald's C.J. Muse, who's now the second most upbeat analyst on the stock. \n</p>\n<p>\n     \"We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by [Nvidia] and its full-system approach,\" Muse wrote, as he lifted his price target to $175 from $140. \n</p>\n<p>\n     Nvidia shares were up 2.4% in Wednesday's premarket action after rising 6.8% in Tuesday's session. \n</p>\n<p>\n     See more: Nvidia's stock storms back to score a rebound not seen in three years \n</p>\n<p>\n     Muse noted that Nvidia's rivals are stuck in an \"ongoing game of catch-up,\" and with the company's \"clear technologic push at scale,\" he expects a further stock ascent. \n</p>\n<p>\n     He talked in big terms as he described Nvidia's market opportunity, which he thinks could shift from being a percentage of data-center spending to a percentage of overall information-technology spending - and eventually a percentage of gross domestic product. That's as the company pushes toward \"AI ubiquity.\" \n</p>\n<p>\n     Read: As Nvidia executives sell stock, here's what investors need to know \n</p>\n<p>\n     Muse added that there are \"numerous qualitative examples of AI implementations offering clear [profit-and-loss] benefits\" to customers, though he admitted it's not as easy to find quantitative examples since the AI-fueled technological revolution is so new. \n</p>\n<p>\n     Meanwhile, Nvidia boasts advantages through its software, full-system approach, quick product cadence and performance that Muse says reinforce the company's competitive moat. \n</p>\n<p>\n     He has an overweight rating on the stock, which he also deems a \"top pick.\" \n</p>\n<p>\n     Citi Research's Atif Malik boosted his price target as well, to $150 from $126. \n</p>\n<p>\n     He's encouraged about the future potential of \"AI agents,\" which he said are a step up from chatbots because they could make decisions and act in an autonomous fashion. \"AI agents when at [the] full potential can drive strong investment by enterprises,\" Malik wrote. \n</p>\n<p>\n     The trend is notable for Nvidia, in his view, because it could become the next frontier for AI spending, notably in the inference domain, which makes up about 40% of Nvidia's data-center sales. \n</p>\n<p>\n     Don't miss: Nvidia is one of the 'three horsemen of AI.' Here are the others. \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 26, 2024 08:01 ET (12:01 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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's stock is set to gain, with rivals seen to be in perpetual catch-up mode</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's stock is set to gain, with rivals seen to be in perpetual catch-up mode\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\">2024-06-26 20:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Nvidia's product cadence, software emphasis and full-system approach help extend the company's competitive moat, according to an analyst \n</p>\n<p>\n     The Nvidia Corp. stock rally has reignited, with the stock heading to a consecutive day of gains after a recent slide into correction territory. \n</p>\n<p>\n     While analysts are a bullish bunch on Nvidia's stock <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in terms of their ratings - three quarters rate it the equivalent of a buy - they're behind in updating their price targets to account for Nvidia's sizable post-earnings stock gains. But at least two issued target boosts ahead of Wednesday's open, including Cantor Fitzgerald's C.J. Muse, who's now the second most upbeat analyst on the stock. \n</p>\n<p>\n     \"We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by [Nvidia] and its full-system approach,\" Muse wrote, as he lifted his price target to $175 from $140. \n</p>\n<p>\n     Nvidia shares were up 2.4% in Wednesday's premarket action after rising 6.8% in Tuesday's session. \n</p>\n<p>\n     See more: Nvidia's stock storms back to score a rebound not seen in three years \n</p>\n<p>\n     Muse noted that Nvidia's rivals are stuck in an \"ongoing game of catch-up,\" and with the company's \"clear technologic push at scale,\" he expects a further stock ascent. \n</p>\n<p>\n     He talked in big terms as he described Nvidia's market opportunity, which he thinks could shift from being a percentage of data-center spending to a percentage of overall information-technology spending - and eventually a percentage of gross domestic product. That's as the company pushes toward \"AI ubiquity.\" \n</p>\n<p>\n     Read: As Nvidia executives sell stock, here's what investors need to know \n</p>\n<p>\n     Muse added that there are \"numerous qualitative examples of AI implementations offering clear [profit-and-loss] benefits\" to customers, though he admitted it's not as easy to find quantitative examples since the AI-fueled technological revolution is so new. \n</p>\n<p>\n     Meanwhile, Nvidia boasts advantages through its software, full-system approach, quick product cadence and performance that Muse says reinforce the company's competitive moat. \n</p>\n<p>\n     He has an overweight rating on the stock, which he also deems a \"top pick.\" \n</p>\n<p>\n     Citi Research's Atif Malik boosted his price target as well, to $150 from $126. \n</p>\n<p>\n     He's encouraged about the future potential of \"AI agents,\" which he said are a step up from chatbots because they could make decisions and act in an autonomous fashion. \"AI agents when at [the] full potential can drive strong investment by enterprises,\" Malik wrote. \n</p>\n<p>\n     The trend is notable for Nvidia, in his view, because it could become the next frontier for AI spending, notably in the inference domain, which makes up about 40% of Nvidia's data-center sales. \n</p>\n<p>\n     Don't miss: Nvidia is one of the 'three horsemen of AI.' Here are the others. \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 26, 2024 08:01 ET (12:01 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4550":"红杉资本持仓","BK4588":"碎股","BK4579":"人工智能","BK4141":"半导体产品","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4529":"IDC概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4592":"伊斯兰概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","NVDA":"英伟达","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4587":"ChatGPT概念","LU0080751232.USD":"富达环球多元动力基金A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446816362","content_text":"MW Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode\n\n\n  By Emily Bary \n\n\n     Nvidia's product cadence, software emphasis and full-system approach help extend the company's competitive moat, according to an analyst \n\n\n     The Nvidia Corp. stock rally has reignited, with the stock heading to a consecutive day of gains after a recent slide into correction territory. \n\n\n     While analysts are a bullish bunch on Nvidia's stock $(NVDA)$ in terms of their ratings - three quarters rate it the equivalent of a buy - they're behind in updating their price targets to account for Nvidia's sizable post-earnings stock gains. But at least two issued target boosts ahead of Wednesday's open, including Cantor Fitzgerald's C.J. Muse, who's now the second most upbeat analyst on the stock. \n\n\n     \"We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by [Nvidia] and its full-system approach,\" Muse wrote, as he lifted his price target to $175 from $140. \n\n\n     Nvidia shares were up 2.4% in Wednesday's premarket action after rising 6.8% in Tuesday's session. \n\n\n     See more: Nvidia's stock storms back to score a rebound not seen in three years \n\n\n     Muse noted that Nvidia's rivals are stuck in an \"ongoing game of catch-up,\" and with the company's \"clear technologic push at scale,\" he expects a further stock ascent. \n\n\n     He talked in big terms as he described Nvidia's market opportunity, which he thinks could shift from being a percentage of data-center spending to a percentage of overall information-technology spending - and eventually a percentage of gross domestic product. That's as the company pushes toward \"AI ubiquity.\" \n\n\n     Read: As Nvidia executives sell stock, here's what investors need to know \n\n\n     Muse added that there are \"numerous qualitative examples of AI implementations offering clear [profit-and-loss] benefits\" to customers, though he admitted it's not as easy to find quantitative examples since the AI-fueled technological revolution is so new. \n\n\n     Meanwhile, Nvidia boasts advantages through its software, full-system approach, quick product cadence and performance that Muse says reinforce the company's competitive moat. \n\n\n     He has an overweight rating on the stock, which he also deems a \"top pick.\" \n\n\n     Citi Research's Atif Malik boosted his price target as well, to $150 from $126. \n\n\n     He's encouraged about the future potential of \"AI agents,\" which he said are a step up from chatbots because they could make decisions and act in an autonomous fashion. \"AI agents when at [the] full potential can drive strong investment by enterprises,\" Malik wrote. \n\n\n     The trend is notable for Nvidia, in his view, because it could become the next frontier for AI spending, notably in the inference domain, which makes up about 40% of Nvidia's data-center sales. \n\n\n     Don't miss: Nvidia is one of the 'three horsemen of AI.' Here are the others. \n\n\n     -Emily Bary \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 26, 2024 08:01 ET (12:01 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321024574247128,"gmtCreate":1719405948540,"gmtModify":1719407467633,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"Why buy this crap when you can buy NVDA???","listText":"Why buy this crap when you can buy NVDA???","text":"Why buy this crap when you can buy NVDA???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321024574247128","repostId":"2446677683","repostType":2,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319297429459000,"gmtCreate":1718982410279,"gmtModify":1718983006395,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"Hold so you can buy? I bought more!","listText":"Hold so you can buy? I bought more!","text":"Hold so you can buy? I bought more!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319297429459000","repostId":"2445878967","repostType":2,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319019704955056,"gmtCreate":1718899104670,"gmtModify":1718901358385,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"Too long didn't read; I bought more!&nbsp;[Miser]&nbsp;&nbsp;","listText":"Too long didn't read; I bought more!&nbsp;[Miser]&nbsp;&nbsp;","text":"Too long didn't read; I bought more! [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319019704955056","repostId":"2444429849","repostType":2,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319017830928560,"gmtCreate":1718898647144,"gmtModify":1718901358394,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"I didn't read this and I still bought the stock! MOOOOON&nbsp;[Miser]&nbsp;&nbsp;","listText":"I didn't read this and I still bought the stock! MOOOOON&nbsp;[Miser]&nbsp;&nbsp;","text":"I didn't read this and I still bought the stock! MOOOOON [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319017830928560","repostId":"2444055984","repostType":2,"repost":{"id":"2444055984","kind":"highlight","pubTimestamp":1718894170,"share":"https://ttm.financial/m/news/2444055984?lang=&edition=fundamental","pubTime":"2024-06-20 22:36","market":"sh","language":"en","title":"Nvidia: The Paper Gains Need To Be Converted To Cash","url":"https://stock-news.laohu8.com/highlight/detail?id=2444055984","media":"seekingalpha","summary":"Nvidia stock has been rising due to the retail investor excitement about the stock split.At the same time, the sales growth is expected to slow, while the valuation multiples point to the bubble.Furth","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia stock has been rising due to the retail investor excitement about the stock split.</p></li><li><p>At the same time, the sales growth is expected to slow, while the valuation multiples point to the bubble.</p></li><li><p>Further, the macro environment is deteriorating, with recession risks rising, which should negatively affect a cyclical company like Nvidia.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e266fe86c663b9c3cdda0b5f8e602dc7\" alt=\"jetcityimage\" title=\"jetcityimage\" tg-width=\"750\" tg-height=\"500\"/><span>jetcityimage</span></p><h2 id=\"id_844493039\">NVDA is not a long-term buy and hold</h2><p>Investors who bought Nvidia (NASDAQ:NVDA) stock last year or even recently this year have significant paper gains, as NVDA is up 174% YTD, and an astonishing 3547% over the last 5 years. Nvidia is now $3.33T market cap company, the largest company by market cap in the world.</p><p>Here is the NVDA chart.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e8db7fdae785a966b2c8b7e35d93a443\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>However, NVDA is not a long-term buy and hold stock at this point, as I will explain in this article, and thus the investors who currently own NVDA with hefty paper capital gains have to eventually convert these paper gains into cash - they have to sell Nvidia.</p><p>Otherwise, depending on the timing of the purchase and the average purchase price, these paper gains are likely to significantly shrink, or potentially turn into paper losses.</p><p>Specifically, as I will explain, NVDA stock is likely in a bubble based on valuations, and thus the bubble will eventually burst. It&#39;s correct that NVDA had an amazing sales growth over the last 12 months, but NVDA sales are heavily concentrated in only two customers, the mysterious Customer A and Customer B, and this is a major risk to future sales growth if one of these customers pulls back. Most importantly, the NVDA sales growth is expected to significantly slow down, even not assuming the risk associated with the concentrated sales, and assuming that the broad economy will not enter a recession.</p><p>Thus, NVDA is currently valued as if the growth over the last 12 months will continue indefinitely, which is an irrational assumption. The economy is slowing down, slipping towards a recession, which means that the demand from Customers A and B will slow down, and the broad demand for NVDA chips will also slow down, likely producing negative YOY sales growth over the next few quarters. The semiconductor market is cyclical, and the GenAI theme will prove to be cyclical as well.</p><h2 id=\"id_2378348616\">Technical considerations</h2><p>First, let&#39;s look at the technical considerations, since the bubbles are irrational by definition, dominated by the positive feedback traders or trend followers who buy strictly based on charts.</p><p>On March 8, NVDA had a sharp intraday reversal, which in-fact pointed to the potential top, and the March 8 price was the peak - until the NVDA Q1 earnings announcement and the stock split announcement, which triggered another leg higher.</p><p>The stock split does not have any fundamental significance, and yet, NVDA continued to spike higher after the stock split announcement. The retail investor was particularly excited about the stock split. In my opinion, this is the key marking of the top.</p><p>On March 11th, I wrote that NVDA was potentially topping, based on technical analysis, and assigned the HOLD rating, to evaluate the price pattern. Obviously, March 8 was not the top. The price did correct below the 50dma, but rebounded strongly after the stock split.</p><p>Technically, there is no indication that NVDA is at the top now - the price keeps climbing, as the chart below shows.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7ce414244ee67aa3c097427efdddfac8\" alt=\"Barchart\" title=\"Barchart\" tg-width=\"640\" tg-height=\"350\"/><span>Barchart</span></p><h2 id=\"id_1855740321\">Fundamental considerations</h2><p>With respect to valuation, it&#39;s widely known that NVDA is extremely expensive.</p><ul style=\"\"><li><p>GAAP PE ttm is at 76</p></li><li><p>forward GAAP PE is at 56</p></li><li><p>PS ratio is at 40</p></li></ul><p>These are very expensive valuations. Broadcom (AVGO) is the closest peer, and it similarly overvalued based on PE ratios, but significantly cheaper based on PS ratio at 19, which points that NVDA&#39;s profit margins are unsustainably high.</p><p>In fact, NVDA has EBIT margins of around 60%, which will be difficult to maintain, as the demand for its chips slows and the competition in the sector heats up, and this points to slower earnings growth.</p><p>High valuations can be justified if sales growth is expected to continue to be very high. However, the sales growth is slowing. Here is the fact, NVDA had 18% revenue growth QoQ for FY25 Q1, where the total revenue was $26B. NVDA guides that FY25 Q2 total revenue will be $28B, which is only 7.7% QoQ growth. Thus, the revenue growth is slowing.</p><p>Thus, you have a situation where the profit margins are unsustainably high, and where the revenue growth is slowing. The combination of these two variables is negative for earnings growth.</p><p>In addition, NVDA has a very concentrated sales with only two customers representing 24% of the total revenue. Here is the warning from the recent NVDA 10Q statement:</p><blockquote><p>Sales to one direct customer, Customer A, represented 13% of total revenue and sales to a second direct customer, Customer B, represented 11% of total revenue for the first quarter of fiscal year 2025, both of which were attributable to the Compute &amp; Networking segment. There was no direct customer that represented 10% or more of total revenue for the first quarter of fiscal year 2024.</p></blockquote><h2 id=\"id_3506160230\">Macro considerations</h2><p>None of the assumptions above assumes that the US economy could significantly slow, and potentially slip into a recession. The semiconductor industry is highly cyclical and the potential recession could have a negative effect on NVDA sales.</p><p>Based on the recent data, the US economy is slowing, and slipping towards a recession. Yet, NVDA stock keeps climbing.</p><h2 id=\"id_3271725306\">Implications</h2><p>Here are the facts.</p><ul style=\"\"><li><p>The NVDA stock is very expensive, based on the valuation multiples.</p></li><li><p>Yet, the revenue growth rate is slowing.</p></li><li><p>The macro environment is deteriorating, the recession risks are rising.</p></li></ul><p>In this situation, where the macro risks and the firm-specific risks are rising, while the price is also rising fueled by the retail investor excitement about the stock split, it makes sense to consider converting the paper gains to cash.</p><p>Now, bear in mind that trading around the bubble is very difficult. Isaac Newton got burned trading around the South Sea Bubble. He took the profit in the South Sea stock, but the stock kept climbing, so he got back near the top. As the price kept falling, he kept buying the &#34;dip&#34;, yet the price kept falling. He lost most of his fortune and proclaimed:</p><blockquote><p>I can calculate the motions of the heavenly bodies, but not the madness of the people.</p></blockquote></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: The Paper Gains Need To Be Converted To Cash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: The Paper Gains Need To Be Converted To Cash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-20 22:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4699997-nvidia-the-paper-gains-need-to-be-converted-to-cash><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock has been rising due to the retail investor excitement about the stock split.At the same time, the sales growth is expected to slow, while the valuation multiples point to the bubble....</p>\n\n<a href=\"https://seekingalpha.com/article/4699997-nvidia-the-paper-gains-need-to-be-converted-to-cash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4543":"AI","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4588":"碎股","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4141":"半导体产品","BK4503":"景林资产持仓","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4512":"苹果概念","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4592":"伊斯兰概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","NVDA":"英伟达","BK4575":"芯片概念","BK4566":"资本集团","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc"},"source_url":"https://seekingalpha.com/article/4699997-nvidia-the-paper-gains-need-to-be-converted-to-cash","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2444055984","content_text":"Nvidia stock has been rising due to the retail investor excitement about the stock split.At the same time, the sales growth is expected to slow, while the valuation multiples point to the bubble.Further, the macro environment is deteriorating, with recession risks rising, which should negatively affect a cyclical company like Nvidia.jetcityimageNVDA is not a long-term buy and holdInvestors who bought Nvidia (NASDAQ:NVDA) stock last year or even recently this year have significant paper gains, as NVDA is up 174% YTD, and an astonishing 3547% over the last 5 years. Nvidia is now $3.33T market cap company, the largest company by market cap in the world.Here is the NVDA chart.Data by YChartsHowever, NVDA is not a long-term buy and hold stock at this point, as I will explain in this article, and thus the investors who currently own NVDA with hefty paper capital gains have to eventually convert these paper gains into cash - they have to sell Nvidia.Otherwise, depending on the timing of the purchase and the average purchase price, these paper gains are likely to significantly shrink, or potentially turn into paper losses.Specifically, as I will explain, NVDA stock is likely in a bubble based on valuations, and thus the bubble will eventually burst. It's correct that NVDA had an amazing sales growth over the last 12 months, but NVDA sales are heavily concentrated in only two customers, the mysterious Customer A and Customer B, and this is a major risk to future sales growth if one of these customers pulls back. Most importantly, the NVDA sales growth is expected to significantly slow down, even not assuming the risk associated with the concentrated sales, and assuming that the broad economy will not enter a recession.Thus, NVDA is currently valued as if the growth over the last 12 months will continue indefinitely, which is an irrational assumption. The economy is slowing down, slipping towards a recession, which means that the demand from Customers A and B will slow down, and the broad demand for NVDA chips will also slow down, likely producing negative YOY sales growth over the next few quarters. The semiconductor market is cyclical, and the GenAI theme will prove to be cyclical as well.Technical considerationsFirst, let's look at the technical considerations, since the bubbles are irrational by definition, dominated by the positive feedback traders or trend followers who buy strictly based on charts.On March 8, NVDA had a sharp intraday reversal, which in-fact pointed to the potential top, and the March 8 price was the peak - until the NVDA Q1 earnings announcement and the stock split announcement, which triggered another leg higher.The stock split does not have any fundamental significance, and yet, NVDA continued to spike higher after the stock split announcement. The retail investor was particularly excited about the stock split. In my opinion, this is the key marking of the top.On March 11th, I wrote that NVDA was potentially topping, based on technical analysis, and assigned the HOLD rating, to evaluate the price pattern. Obviously, March 8 was not the top. The price did correct below the 50dma, but rebounded strongly after the stock split.Technically, there is no indication that NVDA is at the top now - the price keeps climbing, as the chart below shows.BarchartFundamental considerationsWith respect to valuation, it's widely known that NVDA is extremely expensive.GAAP PE ttm is at 76forward GAAP PE is at 56PS ratio is at 40These are very expensive valuations. Broadcom (AVGO) is the closest peer, and it similarly overvalued based on PE ratios, but significantly cheaper based on PS ratio at 19, which points that NVDA's profit margins are unsustainably high.In fact, NVDA has EBIT margins of around 60%, which will be difficult to maintain, as the demand for its chips slows and the competition in the sector heats up, and this points to slower earnings growth.High valuations can be justified if sales growth is expected to continue to be very high. However, the sales growth is slowing. Here is the fact, NVDA had 18% revenue growth QoQ for FY25 Q1, where the total revenue was $26B. NVDA guides that FY25 Q2 total revenue will be $28B, which is only 7.7% QoQ growth. Thus, the revenue growth is slowing.Thus, you have a situation where the profit margins are unsustainably high, and where the revenue growth is slowing. The combination of these two variables is negative for earnings growth.In addition, NVDA has a very concentrated sales with only two customers representing 24% of the total revenue. Here is the warning from the recent NVDA 10Q statement:Sales to one direct customer, Customer A, represented 13% of total revenue and sales to a second direct customer, Customer B, represented 11% of total revenue for the first quarter of fiscal year 2025, both of which were attributable to the Compute & Networking segment. There was no direct customer that represented 10% or more of total revenue for the first quarter of fiscal year 2024.Macro considerationsNone of the assumptions above assumes that the US economy could significantly slow, and potentially slip into a recession. The semiconductor industry is highly cyclical and the potential recession could have a negative effect on NVDA sales.Based on the recent data, the US economy is slowing, and slipping towards a recession. Yet, NVDA stock keeps climbing.ImplicationsHere are the facts.The NVDA stock is very expensive, based on the valuation multiples.Yet, the revenue growth rate is slowing.The macro environment is deteriorating, the recession risks are rising.In this situation, where the macro risks and the firm-specific risks are rising, while the price is also rising fueled by the retail investor excitement about the stock split, it makes sense to consider converting the paper gains to cash.Now, bear in mind that trading around the bubble is very difficult. Isaac Newton got burned trading around the South Sea Bubble. He took the profit in the South Sea stock, but the stock kept climbing, so he got back near the top. As the price kept falling, he kept buying the \"dip\", yet the price kept falling. He lost most of his fortune and proclaimed:I can calculate the motions of the heavenly bodies, but not the madness of the people.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":319297429459000,"gmtCreate":1718982410279,"gmtModify":1718983006395,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"Hold so you can buy? I bought more!","listText":"Hold so you can buy? I bought more!","text":"Hold so you can buy? I bought more!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319297429459000","repostId":"2445878967","repostType":2,"repost":{"id":"2445878967","kind":"highlight","pubTimestamp":1718981439,"share":"https://ttm.financial/m/news/2445878967?lang=&edition=fundamental","pubTime":"2024-06-21 22:50","market":"us","language":"en","title":"Nvidia: We're Not Ready To Reach For This High Flier","url":"https://stock-news.laohu8.com/highlight/detail?id=2445878967","media":"seekingalpha","summary":"NVIDIA is a premier AI-driven growth story in the semiconductor space, expanding beyond GPUs to AI, VR, and HPC.Despite strong financial performance, its shares are priced to perfection and uncertain ","content":"<html><head></head><body><ul style=\"\"><li><p>NVIDIA is a premier AI-driven growth story in the semiconductor space, expanding beyond GPUs to AI, VR, and HPC.</p></li><li><p>Despite strong financial performance, its shares are priced to perfection and uncertain remains about the long-term growth potential in its key markets.</p></li><li><p>We rate NVDA a Hold based on its super-premium valuation, though we acknowledge that fundamentals are on the company&#39;s side.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><h2 id=\"id_2237748591\">Summary</h2><p>At this point, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> needs no introduction. We are largely value-oriented investors and tend to stay away from situations with tremendous hype and high-flying valuations. But, alas, we&#39;re biting.</p><p>NVIDIA invented the graphics processing unit (&#34;GPU&#34;), hardware originally geared towards serving as the graphics engine in PCs. It has recently extended the application of its GPUs to AI, VR, and high-performance computing (&#34;HPC&#34;). It is also building a platform strategy around connecting its hardware, system software, programmable algorithms, libraries, systems, and services to add value in its key markets (i.e., gaming, automotive, datacenter (&#34;DC&#34;), professional visualization, PC OEMs, and embedded applications). It is undoubtedly the premier AI-driven growth story within the semiconductor space, and, arguably, the broader tech industry.</p><p>Despite its dominant position and unprecedented recent financial performance, we feel it prudent to wait this one out, and give the shares a Hold. We see the shares as priced to perfection and the long-term growth potential of critical end-markets (i.e., AI/ML, VR, and automotive) as untested and uncertain. We acknowledge that these markets are almost certainly going to be fast growers for the foreseeable future, but questions remain about the sustainability of the current pace of growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a98749c868c7d63ddccfb277b181f4fc\" alt=\"NVDA Share Price (1Y) (CapIQ)\" title=\"NVDA Share Price (1Y) (CapIQ)\" tg-width=\"640\" tg-height=\"180\"/><span>NVDA Share Price (1Y) (CapIQ)</span></p><h2 id=\"id_2795078279\">Earnings Update</h2><h3 id=\"id_1548565247\">Datacenters</h3><p>In the FQ1, NVDA posted DC revenue of ~$22.6Bn, +23% QoQ and +427% YoY, exceeding the Street&#39;s expectations. The bulk of this result was attributable to DC compute revenues of ~$19.4Bn, which grew 29% QoQ (478% YoY), while networking revenue of ~$3.2Bn <em>declined</em> 5% QoQ (still +242% YoY).</p><p>Management noted that these results were driven by strong demand for its HGX platform due to the aggressive ramp of Training and Inference for LLM and GenAI infrastructure. While all customer segments contributed to the segment&#39;s growth, it was led by Enterprise &amp; Consumer Internet companies with large cloud platforms (n.b., these customers represent ~40% of DC revenues).</p><p>NVDA is sampling H200 in Q1 and is on track to begin shipments in Q2. Its supply for H100s grew, though it continues to be constrained for H200. Blackwell is in full production, with its ramp expected to start in Q3, which would enable material revenues to be realized this year from the launch. Overall, demand for H200s and Blackwell remains well ahead of the available supply, a trend that is expected to persist. Following the official debut of Blackwell, management noted that it had lined up availability at &gt;100 OEM and ODM for its launch (n.b., +2x Hopper at the time of this product&#39;s introduction).</p><p>Within networking, results were largely driven by InfiniBand, though this business was modestly weaker in the quarter due to the timing of supply, while demand remained well above capacity. Management noted that its initial shipments of the Spectrum-X product line (Ethernet) are expected to open a new market for the company and could be a multi-billion-dollar product within a year. The segment is expected to return to sequential growth in Q2.</p><h3 id=\"id_3276516466\">Gaming</h3><p>Gaming revenues (~$2.6Bn) declined ~8% QoQ, but were up 18% YoY, driven by strong consumer demand for the GeForce RTX GPUs. Management noted it sees channel inventory levels normalizing and expects a return to sequential growth for the next quarter. The ProVis segment ($427MM revenue) declined ~8% QoQ, but was up 45% YoY. Desktop workstation GPU sales were weak, though management noted a normalization of channel inventory levels.</p><h3 id=\"id_4015388383\">Auto &amp; Embedded</h3><p>Auto &amp; Embedded revenues grew 17% QoQ and 11% YoY, driven by the continued adoption of its self-driving platforms. Management noted increased adoption of its products by BYD, XPENG, GAC&#39;s AION Hyper Nuro, and others for the DRIVE Thor platform, which now features Blackwell GPU architecture. Lucid and IM Motors are also reportedly using DRIVE Orin to power their automated driving systems.</p><p>Timing the mass adoption of this technology is incredibly difficult, if not impossible, though we believe NVDA is positioned as a leader in the space and a likely beneficiary if it plays out.</p><h2 id=\"id_2948685063\">Valuation</h2><p>Our base case $115 price target (n.b., ~15% implied downside) is based on a ~36x P/E on our 2026E EPS estimate of $32/share (see table below). We believe NVDA deserves a premium multiple, given its strong competitive positioning for DC growth driven by cloud and AI, gaming, autonomous vehicles, and an expanding ecosystem of products and applications (n.b., NVDA 3-year revenue CAGR through the LTM period is ~61% vs ~26% for AMD).</p><p>Our bull case price target of $135 is based on higher 2026E earnings driven by greater DC and AI GPU demand as enterprises find new AI use-cases to justify their spend and continued market share dominance. Other products serving automotive could offer additional support.</p><p>Our bear case price target of $82.5 is based on a reduction in earnings growth momentum as customers integrate and digest their significant GPU investments, souring investor sentiment as competitive pressure from AMD mounts.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8aad690d49b5458d8c5b5a7b615e3bae\" alt=\"Base Case EPS Forecast (Empyrean)\" title=\"Base Case EPS Forecast (Empyrean)\" tg-width=\"489\" tg-height=\"528\"/><span>Base Case EPS Forecast (Empyrean)</span></p><h2 id=\"id_3116957681\">Risks &amp; Catalysts</h2><p>We see 4 key risks facing NVDA:</p><h3 id=\"id_412165149\">Premium Valuation</h3><p>NVDA trades at a premium multiple to its peers. If growth were to slow, its multiple could revert closer to peers, negatively affecting its share price</p><h3 id=\"id_880772906\">Early-Stage Growth Cycle &amp; Competitive Threats</h3><p>NVDA’s future growth is dependent on early-stage tech trends in its DC and automotive businesses. Increasing competition in these applications could slow its growth prospects. For example, at the recent Computex 2024 event, AMD provided an update on its Instinct accelerator roadmap, which contemplates an acceleration of product in the cadence of product introductions to once per year, following NVDA’s move (n.b., previous cycle was 2 years). AMD’s next accelerator, the MI325X, which is expected to become available in Q4 &#39;24, will have increased memory capacity (n.b., 288GB for HBM3e vs. 141GB for NVDA&#39;s H200) and memory bandwidth (n.b., 6TB/s vs. H200 at 4.8TB/s). Following the MI325X, AMD expects to launch the MI350 series in 2025. The MI350 series is expected to provide a ~35x increase in AI inference performance, and will be positioned to compete against NVDA’s B-Series platforms. And in &#39;26, AMD is expected to launch the MI400 series, which will be based on its next-gen CDNA architecture, “Next”, to compete against NVDA’s recently announced R-Series platforms.</p><h3 id=\"id_2298763083\">Changing Consumer Preferences in Gaming</h3><p>The gaming segment could be affected by changing consumer preferences. If NVDA were to fall out of favor with gamers, its business could be affected.</p><h3 id=\"id_1104877048\">Cyclicality</h3><p>The semiconductor industry is well known for boom/bust inventory cycles. A macro-driven inventory correction could have material negative implications for NVDA.</p><p>Given the nature of the risks described above, we see little room for these to move in a favorable direction to become positive catalysts. For example, to cast the premium valuation risk as a positive catalyst, one would have to underwrite further multiple expansion - something which seems highly speculative at this point.</p><h2 id=\"id_3741322798\">Conclusion</h2><p>While we acknowledge that price momentum and fundamentals favor NVDA, we believe the stock’s valuation is reasonably fair. Given our conservative investment philosophy, we are rating the shares a Hold.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: We're Not Ready To Reach For This High Flier</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: We're Not Ready To Reach For This High Flier\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 22:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4700289-nvidia-stock-price-momentum-fundamentals-positive-fairly-valued-hold><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA is a premier AI-driven growth story in the semiconductor space, expanding beyond GPUs to AI, VR, and HPC.Despite strong financial performance, its shares are priced to perfection and uncertain ...</p>\n\n<a href=\"https://seekingalpha.com/article/4700289-nvidia-stock-price-momentum-fundamentals-positive-fairly-valued-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4700289-nvidia-stock-price-momentum-fundamentals-positive-fairly-valued-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2445878967","content_text":"NVIDIA is a premier AI-driven growth story in the semiconductor space, expanding beyond GPUs to AI, VR, and HPC.Despite strong financial performance, its shares are priced to perfection and uncertain remains about the long-term growth potential in its key markets.We rate NVDA a Hold based on its super-premium valuation, though we acknowledge that fundamentals are on the company's side.BING-JHEN HONGSummaryAt this point, NVIDIA needs no introduction. We are largely value-oriented investors and tend to stay away from situations with tremendous hype and high-flying valuations. But, alas, we're biting.NVIDIA invented the graphics processing unit (\"GPU\"), hardware originally geared towards serving as the graphics engine in PCs. It has recently extended the application of its GPUs to AI, VR, and high-performance computing (\"HPC\"). It is also building a platform strategy around connecting its hardware, system software, programmable algorithms, libraries, systems, and services to add value in its key markets (i.e., gaming, automotive, datacenter (\"DC\"), professional visualization, PC OEMs, and embedded applications). It is undoubtedly the premier AI-driven growth story within the semiconductor space, and, arguably, the broader tech industry.Despite its dominant position and unprecedented recent financial performance, we feel it prudent to wait this one out, and give the shares a Hold. We see the shares as priced to perfection and the long-term growth potential of critical end-markets (i.e., AI/ML, VR, and automotive) as untested and uncertain. We acknowledge that these markets are almost certainly going to be fast growers for the foreseeable future, but questions remain about the sustainability of the current pace of growth.NVDA Share Price (1Y) (CapIQ)Earnings UpdateDatacentersIn the FQ1, NVDA posted DC revenue of ~$22.6Bn, +23% QoQ and +427% YoY, exceeding the Street's expectations. The bulk of this result was attributable to DC compute revenues of ~$19.4Bn, which grew 29% QoQ (478% YoY), while networking revenue of ~$3.2Bn declined 5% QoQ (still +242% YoY).Management noted that these results were driven by strong demand for its HGX platform due to the aggressive ramp of Training and Inference for LLM and GenAI infrastructure. While all customer segments contributed to the segment's growth, it was led by Enterprise & Consumer Internet companies with large cloud platforms (n.b., these customers represent ~40% of DC revenues).NVDA is sampling H200 in Q1 and is on track to begin shipments in Q2. Its supply for H100s grew, though it continues to be constrained for H200. Blackwell is in full production, with its ramp expected to start in Q3, which would enable material revenues to be realized this year from the launch. Overall, demand for H200s and Blackwell remains well ahead of the available supply, a trend that is expected to persist. Following the official debut of Blackwell, management noted that it had lined up availability at >100 OEM and ODM for its launch (n.b., +2x Hopper at the time of this product's introduction).Within networking, results were largely driven by InfiniBand, though this business was modestly weaker in the quarter due to the timing of supply, while demand remained well above capacity. Management noted that its initial shipments of the Spectrum-X product line (Ethernet) are expected to open a new market for the company and could be a multi-billion-dollar product within a year. The segment is expected to return to sequential growth in Q2.GamingGaming revenues (~$2.6Bn) declined ~8% QoQ, but were up 18% YoY, driven by strong consumer demand for the GeForce RTX GPUs. Management noted it sees channel inventory levels normalizing and expects a return to sequential growth for the next quarter. The ProVis segment ($427MM revenue) declined ~8% QoQ, but was up 45% YoY. Desktop workstation GPU sales were weak, though management noted a normalization of channel inventory levels.Auto & EmbeddedAuto & Embedded revenues grew 17% QoQ and 11% YoY, driven by the continued adoption of its self-driving platforms. Management noted increased adoption of its products by BYD, XPENG, GAC's AION Hyper Nuro, and others for the DRIVE Thor platform, which now features Blackwell GPU architecture. Lucid and IM Motors are also reportedly using DRIVE Orin to power their automated driving systems.Timing the mass adoption of this technology is incredibly difficult, if not impossible, though we believe NVDA is positioned as a leader in the space and a likely beneficiary if it plays out.ValuationOur base case $115 price target (n.b., ~15% implied downside) is based on a ~36x P/E on our 2026E EPS estimate of $32/share (see table below). We believe NVDA deserves a premium multiple, given its strong competitive positioning for DC growth driven by cloud and AI, gaming, autonomous vehicles, and an expanding ecosystem of products and applications (n.b., NVDA 3-year revenue CAGR through the LTM period is ~61% vs ~26% for AMD).Our bull case price target of $135 is based on higher 2026E earnings driven by greater DC and AI GPU demand as enterprises find new AI use-cases to justify their spend and continued market share dominance. Other products serving automotive could offer additional support.Our bear case price target of $82.5 is based on a reduction in earnings growth momentum as customers integrate and digest their significant GPU investments, souring investor sentiment as competitive pressure from AMD mounts.Base Case EPS Forecast (Empyrean)Risks & CatalystsWe see 4 key risks facing NVDA:Premium ValuationNVDA trades at a premium multiple to its peers. If growth were to slow, its multiple could revert closer to peers, negatively affecting its share priceEarly-Stage Growth Cycle & Competitive ThreatsNVDA’s future growth is dependent on early-stage tech trends in its DC and automotive businesses. Increasing competition in these applications could slow its growth prospects. For example, at the recent Computex 2024 event, AMD provided an update on its Instinct accelerator roadmap, which contemplates an acceleration of product in the cadence of product introductions to once per year, following NVDA’s move (n.b., previous cycle was 2 years). AMD’s next accelerator, the MI325X, which is expected to become available in Q4 '24, will have increased memory capacity (n.b., 288GB for HBM3e vs. 141GB for NVDA's H200) and memory bandwidth (n.b., 6TB/s vs. H200 at 4.8TB/s). Following the MI325X, AMD expects to launch the MI350 series in 2025. The MI350 series is expected to provide a ~35x increase in AI inference performance, and will be positioned to compete against NVDA’s B-Series platforms. And in '26, AMD is expected to launch the MI400 series, which will be based on its next-gen CDNA architecture, “Next”, to compete against NVDA’s recently announced R-Series platforms.Changing Consumer Preferences in GamingThe gaming segment could be affected by changing consumer preferences. If NVDA were to fall out of favor with gamers, its business could be affected.CyclicalityThe semiconductor industry is well known for boom/bust inventory cycles. A macro-driven inventory correction could have material negative implications for NVDA.Given the nature of the risks described above, we see little room for these to move in a favorable direction to become positive catalysts. For example, to cast the premium valuation risk as a positive catalyst, one would have to underwrite further multiple expansion - something which seems highly speculative at this point.ConclusionWhile we acknowledge that price momentum and fundamentals favor NVDA, we believe the stock’s valuation is reasonably fair. Given our conservative investment philosophy, we are rating the shares a Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319017830928560,"gmtCreate":1718898647144,"gmtModify":1718901358394,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"I didn't read this and I still bought the stock! MOOOOON&nbsp;[Miser]&nbsp;&nbsp;","listText":"I didn't read this and I still bought the stock! MOOOOON&nbsp;[Miser]&nbsp;&nbsp;","text":"I didn't read this and I still bought the stock! MOOOOON [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319017830928560","repostId":"2444055984","repostType":2,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319019704955056,"gmtCreate":1718899104670,"gmtModify":1718901358385,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"Too long didn't read; I bought more!&nbsp;[Miser]&nbsp;&nbsp;","listText":"Too long didn't read; I bought more!&nbsp;[Miser]&nbsp;&nbsp;","text":"Too long didn't read; I bought more! [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319019704955056","repostId":"2444429849","repostType":2,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343682270834712,"gmtCreate":1724947283082,"gmtModify":1724947286767,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"I buy more wow","listText":"I buy more wow","text":"I buy more wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343682270834712","repostId":"2463448958","repostType":2,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325340852859040,"gmtCreate":1720458354857,"gmtModify":1720458358536,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GS\"> $Goldman Sachs(GS)$ </a>big winner","listText":"<a href=\"https://ttm.financial/S/GS\"> $Goldman Sachs(GS)$ </a>big winner","text":"$Goldman Sachs(GS)$ big winner","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325340852859040","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321025855492376,"gmtCreate":1719405977822,"gmtModify":1719405981802,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"All I hear is buy and I bought more!!&nbsp;[Miser]&nbsp;&nbsp;","listText":"All I hear is buy and I bought more!!&nbsp;[Miser]&nbsp;&nbsp;","text":"All I hear is buy and I bought more!! [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321025855492376","repostId":"2446816362","repostType":2,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321024574247128,"gmtCreate":1719405948540,"gmtModify":1719407467633,"author":{"id":"3579826048216285","authorId":"3579826048216285","name":"Nyubbie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579826048216285","authorIdStr":"3579826048216285"},"themes":[],"htmlText":"Why buy this crap when you can buy NVDA???","listText":"Why buy this crap when you can buy NVDA???","text":"Why buy this crap when you can buy NVDA???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321024574247128","repostId":"2446677683","repostType":2,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}