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2024-10-08

$NVIDIA Corp(NVDA)$ $150 before 31 Dec

Sorry, the original content has been removed

01-24 19:41

This kind of headlines always come after Nvidia makes a run. Manipulations and deliberate repression of price by whales.

Nvidia Faces Volatility After Supplier Cites Weak 2025 Chip Demand

2022-02-18

The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share price down... they dont want TESLA to succeed.... the dark side need to prove themselves right by making TESLA a failure... wtf

Tesla Plunges Seven Spots in Annual Consumer Reports Ranking

2022-02-10

The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share price down... they dont want TESLA to succeed.... the dark side need to prove themselves right by making TESLA a failure... wtf

Tesla Sued by California for Racism at Factory, Agency Says

2022-02-09

The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share price down... they dont want TESLA to succeed.... the dark side need to prove themselves right by making TESLA a failure... wtf

Tesla Recalls 26,681 U.S. Vehicles for Windshield Defrosting Software Error

2023-10-17

America is one of the most disgusting country in this human world. Hope it can get destroyed by itself asap. 🙏🙏🙏

Nvidia Shares Plunged 7% as Biden to Cut China off from More Nvidia Chips, Expand Curbs to More Countries

2024-08-17

$NVIDIA Corp(NVDA)$ $150 on 29th August

2023-12-12

$NVIDIA Corp(NVDA)$ Bullish! Lets try for $600!

2023-06-12

$DBS GROUP HOLDINGS LTD(D05.SI)$

2024-12-18

SeekingAlpha has been bearish on $NVDA since 2022. So everyone, just ignore them. 😎

Nvidia: This Could Be The Top

2024-12-16

$MSTR for a more volatile trade but greater ROI on the short term. $PLTR for a more stable trade but lower ROI on the short term.

2024-12-03

Once again, proven all these analyst are ru bb ish ...

Palantir: It's Unlikely To End Well

2024-09-12

$NVIDIA Corp(NVDA)$ $150 by end of year

Sorry, the original content has been removed

2024-08-29

$NVIDIA Corp(NVDA)$ $142 within 15 days.

2024-03-12

$NVDA $1000

Dear NVDA Stock Fans, Mark Your Calendars for March 18

2023-12-05

USA is just a racist country that cannot stand the Chinese being better than them. poor little beings.

US Commerce Secretary to Crack down on Nvidia AI Chips Redesigned to Get Around Trade Curbs

01-06

$NVIDIA(NVDA)$ ok. After CES, lets head for $160. New ATH!

2023-05-19

Power power. Lets go!

Tesla Stock: Strong Buy?

2022-03-28

Wtf....? Pre Market soaring 7%??? What happened???

Tesla Suspends Shanghai Factory Output for Four Days on Covid Curbs -Sources

Go to Tiger App to see more news

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kind of headlines always come after Nvidia makes a run. Manipulations and deliberate repression of price by whales.","listText":"This kind of headlines always come after Nvidia makes a run. Manipulations and deliberate repression of price by whales.","text":"This kind of headlines always come after Nvidia makes a run. Manipulations and deliberate repression of price by whales.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396058337841336","repostId":"2505390538","repostType":2,"repost":{"id":"2505390538","kind":"highlight","pubTimestamp":1737711378,"share":"https://ttm.financial/m/news/2505390538?lang=&edition=fundamental","pubTime":"2025-01-24 17:36","market":"us","language":"en","title":"Nvidia Faces Volatility After Supplier Cites Weak 2025 Chip Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2505390538","media":"GuruFocus.com","summary":"SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia  faces votatility in premarket trading Friday.GuruFocus has detected 4 Warning Signs with NVDA.Key supplier of memory chips for Nvidia GPUs for AI applications, SK Hynix, sounded a note of caution about future demand. Although the company still sticks to its key long-term outlook of 2025, CFO Woo-Hyun Kim mentioned on a post-earnings call Thursday that it could be hit by risks such as inventory adjustments at PC and smartphone OEMs, trade protectionism and geopolitical risks.Nvidia bounced back from comments like these, bouncing up to close the Thursday session off flat and down as much as 2% after the comments from them.SK Hynix's cautions seem to indicate that the cyclic nature of memory chip suppliers would always remain fragile in terms of demand swings. However, with the company's stock outperforming the estimates, the company's cautious outlook meshes with worries a","content":"<html><body><p>SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia (NVDA, Financial) faces votatility in premarket trading Friday.</p>\n<ul>\n<li>Warning! GuruFocus has detected 4 Warning Signs with NVDA.</li>\n</ul>\n<p>Key supplier of memory chips for Nvidia GPUs for AI applications, SK Hynix, sounded a note of caution about future demand. Although the company still sticks to its key long-term outlook of 2025, CFO Woo-Hyun Kim mentioned on a post-earnings call Thursday that it could be hit by risks such as inventory adjustments at PC and smartphone OEMs, trade protectionism and geopolitical risks.</p>\n<p>Nvidia bounced back from comments like these, bouncing up to close the Thursday session off flat and down as much as 2% after the comments from them.</p>\n<p>The semiconductor sector is continuing to feel pressure from inventory corrections and global economic uncertainties. Tensions are still high over geopolitics and shielded trade, according to analysts. Demand has soared in recent years on the back of artificial intelligence and cloud computing, but the industry's recovery looks fragile.</p>\n<p>SK Hynix's cautions seem to indicate that the cyclic nature of memory chip suppliers would always remain fragile in terms of demand swings. However, with the company's stock outperforming the estimates, the company's cautious outlook meshes with worries affecting the industry.</p>This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","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 Faces Volatility After Supplier Cites Weak 2025 Chip Demand</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 Faces Volatility After Supplier Cites Weak 2025 Chip Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-24 17:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-faces-volatility-supplier-cites-093618516.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia (NVDA, Financial) faces votatility in premarket trading Friday.\n\nWarning! GuruFocus ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-faces-volatility-supplier-cites-093618516.html\">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://finance.yahoo.com/news/nvidia-faces-volatility-supplier-cites-093618516.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2505390538","content_text":"SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia (NVDA, Financial) faces votatility in premarket trading Friday.\n\nWarning! GuruFocus has detected 4 Warning Signs with NVDA.\n\nKey supplier of memory chips for Nvidia GPUs for AI applications, SK Hynix, sounded a note of caution about future demand. Although the company still sticks to its key long-term outlook of 2025, CFO Woo-Hyun Kim mentioned on a post-earnings call Thursday that it could be hit by risks such as inventory adjustments at PC and smartphone OEMs, trade protectionism and geopolitical risks.\nNvidia bounced back from comments like these, bouncing up to close the Thursday session off flat and down as much as 2% after the comments from them.\nThe semiconductor sector is continuing to feel pressure from inventory corrections and global economic uncertainties. Tensions are still high over geopolitics and shielded trade, according to analysts. Demand has soared in recent years on the back of artificial intelligence and cloud computing, but the industry's recovery looks fragile.\nSK Hynix's cautions seem to indicate that the cyclic nature of memory chip suppliers would always remain fragile in terms of demand swings. However, with the company's stock outperforming the estimates, the company's cautious outlook meshes with worries affecting the industry.This article first appeared on \nGuruFocus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391149943836848,"gmtCreate":1736501643107,"gmtModify":1736503605057,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"Joe Biden. One of the least capable and most senile Presidents in the history of USA.","listText":"Joe Biden. One of the least capable and most senile Presidents in the history of USA.","text":"Joe Biden. One of the least capable and most senile Presidents in the history of USA.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391149943836848","repostId":"1178752156","repostType":2,"repost":{"id":"1178752156","kind":"news","pubTimestamp":1736477604,"share":"https://ttm.financial/m/news/1178752156?lang=&edition=fundamental","pubTime":"2025-01-10 10:53","market":"us","language":"en","title":"Nvidia Slams Biden for Trying to \"Preempt\" Trump With Policy","url":"https://stock-news.laohu8.com/highlight/detail?id=1178752156","media":"Bloomberg","summary":"New chip rules won’t help national security, Nvidia saysCEO said this week that Trump would bring less regulationNvidia Corp. criticized new chip export restrictions that are expected to be announced ","content":"<html><head></head><body><ul style=\"\"><li><p>New chip rules won’t help national security, Nvidia says</p></li><li><p>CEO said this week that Trump would bring less regulation</p></li></ul><p>Nvidia Corp. criticized new chip export restrictions that are expected to be announced soon, saying the White House was trying to undercut the incoming Trump administration by imposing last-minute rules.</p><p style=\"text-align: start;\">The looming changes, which Bloomberg News reported on Wednesday, would cap the sale of US artificial intelligence chips on both a country and company basis — a move that would more tightly limit exports to most of the world. It’s part of a yearslong US effort to keep the latest technology away from China and Russia.</p><p>“The extreme ‘country cap’ policy will affect mainstream computers in countries around the world, doing nothing to promote national security but rather pushing the world to alternative technologies,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement.</p><p>Nvidia is the leading seller of so-called AI accelerators, which data-center operators use to develop the latest artificial intelligence models. But the technology is based on the graphics processing units, or GPUs, that are used in gaming and other areas.</p><p style=\"text-align: start;\">“It makes no sense for the Biden White House to control everyday data-center computers and technology that is already in gaming PCs worldwide, disguised as an anti-China move,” Finkle said.</p><p>The regulations, which could be issued as soon as Friday, would create three tiers of chip curbs, people familiar with the matter said this week. A group of US allies would still have full access to American semiconductors, they said. But most countries would face new limits, including restrictions on the total computing power that could go to one nation. A representative of the White House’s National Security Council declined to comment on the rules.</p><p>If the policy is announced, it would come less than two weeks before Donald Trump is set to be sworn in as Joe Biden’s successor.</p><p style=\"text-align: start;\">“This last-minute Biden administration policy would be a legacy that will be criticized by US industry and the global community,” Finkle said. “We would encourage President Biden to not preempt incoming President Trump by enacting a policy that will only harm the U.S. economy, set America back, and play into the hands of US adversaries.”</p><p style=\"text-align: start;\">Nvidia Chief Executive Officer Jensen Huang said earlier this week that he was ready to meet Trump and offer his help to the coming administration.</p><p style=\"text-align: start;\">“I’d be delighted to go see him and congratulate him, and do whatever we can to make this administration succeed,” Huang said in an interview with Bloomberg Television. The CEO hadn’t yet been invited to visit Trump’s home base at Mar-a-Lago in Florida, he said at the time.</p><p>Nvidia has been the biggest beneficiary of a surge in AI spending over the past two years, helping turn the once-niche company into the world’s most valuable chipmaker. Its shares nearly tripled last year, following a 239% gain in 2023.</p><p style=\"text-align: start;\">Speaking at the CES conference in Las Vegas this week, Huang said he expected Trump to bring less regulation.</p><p style=\"text-align: start;\">“I think that’s a good thing,” he said. “As an industry, we want to move fast.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Slams Biden for Trying to \"Preempt\" Trump With Policy</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 Slams Biden for Trying to \"Preempt\" Trump With Policy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-10 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-10/nvidia-slams-biden-for-trying-to-preempt-trump-with-chip-rules?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New chip rules won’t help national security, Nvidia saysCEO said this week that Trump would bring less regulationNvidia Corp. criticized new chip export restrictions that are expected to be announced ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-10/nvidia-slams-biden-for-trying-to-preempt-trump-with-chip-rules?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-10/nvidia-slams-biden-for-trying-to-preempt-trump-with-chip-rules?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178752156","content_text":"New chip rules won’t help national security, Nvidia saysCEO said this week that Trump would bring less regulationNvidia Corp. criticized new chip export restrictions that are expected to be announced soon, saying the White House was trying to undercut the incoming Trump administration by imposing last-minute rules.The looming changes, which Bloomberg News reported on Wednesday, would cap the sale of US artificial intelligence chips on both a country and company basis — a move that would more tightly limit exports to most of the world. It’s part of a yearslong US effort to keep the latest technology away from China and Russia.“The extreme ‘country cap’ policy will affect mainstream computers in countries around the world, doing nothing to promote national security but rather pushing the world to alternative technologies,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement.Nvidia is the leading seller of so-called AI accelerators, which data-center operators use to develop the latest artificial intelligence models. But the technology is based on the graphics processing units, or GPUs, that are used in gaming and other areas.“It makes no sense for the Biden White House to control everyday data-center computers and technology that is already in gaming PCs worldwide, disguised as an anti-China move,” Finkle said.The regulations, which could be issued as soon as Friday, would create three tiers of chip curbs, people familiar with the matter said this week. A group of US allies would still have full access to American semiconductors, they said. But most countries would face new limits, including restrictions on the total computing power that could go to one nation. A representative of the White House’s National Security Council declined to comment on the rules.If the policy is announced, it would come less than two weeks before Donald Trump is set to be sworn in as Joe Biden’s successor.“This last-minute Biden administration policy would be a legacy that will be criticized by US industry and the global community,” Finkle said. “We would encourage President Biden to not preempt incoming President Trump by enacting a policy that will only harm the U.S. economy, set America back, and play into the hands of US adversaries.”Nvidia Chief Executive Officer Jensen Huang said earlier this week that he was ready to meet Trump and offer his help to the coming administration.“I’d be delighted to go see him and congratulate him, and do whatever we can to make this administration succeed,” Huang said in an interview with Bloomberg Television. The CEO hadn’t yet been invited to visit Trump’s home base at Mar-a-Lago in Florida, he said at the time.Nvidia has been the biggest beneficiary of a surge in AI spending over the past two years, helping turn the once-niche company into the world’s most valuable chipmaker. Its shares nearly tripled last year, following a 239% gain in 2023.Speaking at the CES conference in Las Vegas this week, Huang said he expected Trump to bring less regulation.“I think that’s a good thing,” he said. “As an industry, we want to move fast.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389659327893624,"gmtCreate":1736139292095,"gmtModify":1736139295893,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> ok. After CES, lets head for $160. New ATH!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> ok. After CES, lets head for $160. New ATH!&nbsp;","text":"$NVIDIA(NVDA)$ ok. After CES, lets head for $160. New ATH!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389659327893624","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382773877408048,"gmtCreate":1734485663673,"gmtModify":1734485667925,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"SeekingAlpha has been bearish on $NVDA since 2022. So everyone, just ignore them. 😎","listText":"SeekingAlpha has been bearish on $NVDA since 2022. So everyone, just ignore them. 😎","text":"SeekingAlpha has been bearish on $NVDA since 2022. So everyone, just ignore them. 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382773877408048","repostId":"1128864584","repostType":2,"repost":{"id":"1128864584","kind":"news","pubTimestamp":1734416177,"share":"https://ttm.financial/m/news/1128864584?lang=&edition=fundamental","pubTime":"2024-12-17 14:16","market":"us","language":"en","title":"Nvidia: This Could Be The Top","url":"https://stock-news.laohu8.com/highlight/detail?id=1128864584","media":"Seeking Alpha","summary":"SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At","content":"<html><head></head><body><h2 id=\"id_1885097578\">Summary</h2><ul style=\"\"><li><p>A rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA&#39;s share price.</p></li><li><p>At this point, Nvidia’s stock could be considered overvalued and overhyped at the same time.</p></li><li><p>Nvidia remains a SELL for us, since we believe that its stock has more room to fall.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"500\"/></p><p><strong>Nvidia Corporation </strong>(NASDAQ:NVDA) stock is up 14% since we last covered it a couple of months ago, but also down 7% since the release of its Q3 earnings report last month. Although the earnings report was successful, the market is not satisfied with the guidance that the management announced.</p><p>In our previous coverage on Nvidia, we said that the company’s stock is priced for perfection and the inability of the management to constantly increase the outlook significantly above the consensus could kill Nvidia’s momentum. That is precisely what is happening right now. We believe that because of the rising challenges that the company is facing, the future guidance for the upcoming quarters might disappoint as well and lead to a further depreciation of Nvidia’s share price.</p><h2 id=\"id_3690589756\">Reality Fails To Meet Expectations</h2><p>The Q3 numbers themselves weren’t that bad. The revenues were up 93.6% Y/Y to $35.08 billion, above the consensus by nearly $2 billion. The bottom-line performance was also relatively good, as it was above the consensus as well. But because Nvidia was priced for perfection already, the relatively weak guidance killed the stock’s momentum, and the share price is currently on a downward trend.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9d4491fd0ada5a07d412d888f3a9fae\" alt=\"Nvidia’s stock price\" title=\"Nvidia’s stock price\" tg-width=\"640\" tg-height=\"261\"/><span>Nvidia’s stock price</span></p><p>In Q4, the management expects Nvidia to make $37.5 billion in revenues, which is not that far away from the street consensus of $37.1 billion. Some analysts guided for the revenue goal of as high as $41 billion before the management’s outlook was released. But overall, the guidance mainly disappointed Wall Street and became one of the main reasons behind the latest depreciation. At the same time, Nvidia faces some major challenges that could prevent the company from aggressively increasing the outlook that could impress Wall Street in the upcoming quarters as well.</p><p>The AI accelerators from the Blackwell series are currently one of the most talked about accelerators in the world, with an insane demand according to Nvidia’s management. However, some issues associated with them have already affected Nvidia’s release plans. In October, Blackwell encountered a design flaw that resulted in lower yield rates and delayed their shipping to first clients. Then last month, it was reported that Blackwell chips were overheating in servers.</p><p>Although it appears that those issues have now been fixed and the ramp-up of Blackwell is expected in Q4, Nvidia’s guidance suggests that revenue of $37.5 billion for the upcoming quarter will translate to a Q/Q growth rate of only 7%. This might indicate that despite all the hype surrounding Blackwell, the AI chip buying cycle could be coming off the peak right now. That doesn’t mean that the growth will disappear. However, the growth rate itself should normalize and the aggressive double and triple-digit revenue growth rate that fueled the rise of Nvidia’s stock could become a thing of the past.</p><p>The ramp-up of Blackwell in the upcoming quarters is also expected to affect Nvidia’s margins and could result in a poorer bottom-line performance. The gross margins are expected to decline to the low 70s, and the margin pressure could persist throughout the first part of FY26. This creates additional pressure on Nvidia, as Blackwell needs to perform well for the company to not release another relatively disappointing guidance that further kills the stock of its momentum. Considering that the networking revenues were down sequentially in Q3, and the gaming revenues in Q4 are expected to be down sequentially as well, Nvidia’s upside could be limited in the foreseeable future if Blackwell doesn’t perform well.</p><p>Nvidia also faces additional pressure from hyperscalers, who at the same time are its major clients. They are currently in the middle of designing their own AI chips for their data centers, which over time could undermine Nvidia’s dominant position in the AI accelerator market. We already know that Amazon (AMZN) is working with Intel (INTC) to produce a fabric AI chip, while Apple (AAPL) recently confirmed that it now also uses Amazon’s custom AI chips. Other companies like Microsoft (MSFT), Meta Platforms (META), Google (GOOGL, GOOG), Tesla (TSLA) and OpenAI are also in the middle of designing their own AI chips and could become direct competitors of Nvidia over time.</p><p>All of those developments make us question Nvidia’s market capitalization of $3.4 trillion. The whole generative AI market is not expected to generate as much revenue over the following years. Thus, it doesn’t make a lot of sense for Nvidia to be worth so much today, given the number of issues that it faces.</p><p>The geopolitical issues are also not going anywhere away. The implementation of Trump’s protectionist tariff policy next year could damage global growth, which could result in lower demand for AI chips since businesses could be forced to hoard resources in the face of macroeconomic uncertainty. Nvidia already suffers from the ongoing chip war between China and the United States, as its revenues in China are currently below historically high levels due to chip export restrictions. An uncertain macro environment will only make it harder for it to aggressively increase its outlook to satisfy the market’s needs.</p><h3 id=\"id_211129166\">The Intrinsic Value of Nvidia</h3><p>At the current market price, we also believe that Nvidia is overvalued. Our valuation model from the previous article showed that Nvidia’s intrinsic value is $79.33 per share. Since Nvidia released a new outlook last month, we decided to update our model and make several revisions.</p><p>In the model, we decrease Nvidia’s effective tax rate from 21% to 15%. The 15% is closer to Nvidia’s current rate, and there’s a possibility that the standard corporate tax rate in the United States will be decreased under the Trump administration. The perpetual growth rate remains at 3%, and our valuation model forecasts Nvidia’s performance for the next five years. The long-term debt and cash data have been taken from the latest earnings report, and we update this model when Nvidia is trading at $134.25 per share.</p><p>The discount rate in our valuation model is 9.84%. We figured it out by calculating Nvidia’s after-tax cost of debt and cost of equity. To figure out the cost of debt, we mostly used Nvidia’s TTM data. To figure out the cost of equity, we used the risk-free rate of 4.40%, beta of 1.66, and the market-return rate of 7.69%. We then weighted Nvidia’s debt and equity to arrive at the discount rate.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6bea708b99e09c85b15fd4405208555\" alt=\"Nvidia’s valuation model\" title=\"Nvidia’s valuation model\" tg-width=\"640\" tg-height=\"182\"/><span>Nvidia’s valuation model</span></p><p style=\"text-align: left;\"><strong>Nvidia’s valuation model (Bears of Wall Street)</strong></p><p></p><p>For the forecast table below, we updated the sales growth rate, which is now similar to the overall expectations for the next couple of years. As the table shows, we expect a normalization of the sales growth rate in the following years. The EBIT rate remained the same as before and is similar to the current TTM rate. The tax rate was decreased, and the bottom part of the forecast table mostly remained the same.</p><p>The assumptions in our forecast table helped us to figure out Nvidia’s enterprise value, which in our case is $2.23 trillion. We then added cash and subtracted debt to arrive at the equity value of $2.26 trillion. Thereafter, we divided Nvidia’s equity value by the number of its outstanding shares and figured out that Nvidia’s intrinsic value is $91.20 per share. The lower tax rate in this updated model is one of the main reasons why the intrinsic value has been higher in comparison to our previous model. However, under the new assumptions, Nvidia’s stock is overvalued by around 32%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c46e9d52e3bae0f74e46a337968e78d\" alt=\"Nvidia’s valuation model\" title=\"Nvidia’s valuation model\" tg-width=\"640\" tg-height=\"228\"/><span>Nvidia’s valuation model</span></p><p style=\"text-align: left;\"><strong>Nvidia’s valuation model (Bears of Wall Street)</strong></p><p></p><h3 id=\"id_4292459600\">Risks To Our Bearish Thesis</h3><p>Although we believe that Nvidia’s stock has likely reached its top for now, there are still a couple of potential developments that can undermine our bearish outlook for the company. While we are unlikely to see an aggressive Y/Y growth of sales in the future since the base for comparison has been significantly raised in the last year and a half, that doesn’t mean that the growth will stop. Since there’s a possibility that a chip shortage could last for the next couple of years, there’s a potential that the demand for AI chips will remain for a while. This could result in sales that are higher than the current consensus once the production of Blackwell is ramped up. This could push Nvidia’s stock price higher, like it was a year ago, even if the Y/Y growth rate won’t be as impressive as before.</p><p>The macro risks could also be overblown, and there’s a possibility that the American economy will grow next year despite the geopolitical uncertainty. This could result in a boost in demand for AI chips and also lead to the growth of Nvidia’s share price.</p><h2 id=\"id_2596097235\">Final Thoughts</h2><p>Is Nvidia a great business? Yes. Will it continue to grow for years to come? Most likely yes. But the biggest issue at this point is that the rate at which Nvidia is growing is unlikely to be as impressive as before. We believe that a rather tepid forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline of Nvidia’s share price.</p><p>Considering that the stock is already overvalued while challenges for Nvidia continue to increase, it would be tough for the stock to continue to trade at the current relatively high multiples. That is why Nvidia remains a SELL for us, since we believe that its stock has more room to fall.</p></body></html>","source":"lsy1728464409321","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: This Could Be The Top</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: This Could Be The Top\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 14:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At...</p>\n\n<a href=\"https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128864584","content_text":"SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At this point, Nvidia’s stock could be considered overvalued and overhyped at the same time.Nvidia remains a SELL for us, since we believe that its stock has more room to fall.Nvidia Corporation (NASDAQ:NVDA) stock is up 14% since we last covered it a couple of months ago, but also down 7% since the release of its Q3 earnings report last month. Although the earnings report was successful, the market is not satisfied with the guidance that the management announced.In our previous coverage on Nvidia, we said that the company’s stock is priced for perfection and the inability of the management to constantly increase the outlook significantly above the consensus could kill Nvidia’s momentum. That is precisely what is happening right now. We believe that because of the rising challenges that the company is facing, the future guidance for the upcoming quarters might disappoint as well and lead to a further depreciation of Nvidia’s share price.Reality Fails To Meet ExpectationsThe Q3 numbers themselves weren’t that bad. The revenues were up 93.6% Y/Y to $35.08 billion, above the consensus by nearly $2 billion. The bottom-line performance was also relatively good, as it was above the consensus as well. But because Nvidia was priced for perfection already, the relatively weak guidance killed the stock’s momentum, and the share price is currently on a downward trend.Nvidia’s stock priceIn Q4, the management expects Nvidia to make $37.5 billion in revenues, which is not that far away from the street consensus of $37.1 billion. Some analysts guided for the revenue goal of as high as $41 billion before the management’s outlook was released. But overall, the guidance mainly disappointed Wall Street and became one of the main reasons behind the latest depreciation. At the same time, Nvidia faces some major challenges that could prevent the company from aggressively increasing the outlook that could impress Wall Street in the upcoming quarters as well.The AI accelerators from the Blackwell series are currently one of the most talked about accelerators in the world, with an insane demand according to Nvidia’s management. However, some issues associated with them have already affected Nvidia’s release plans. In October, Blackwell encountered a design flaw that resulted in lower yield rates and delayed their shipping to first clients. Then last month, it was reported that Blackwell chips were overheating in servers.Although it appears that those issues have now been fixed and the ramp-up of Blackwell is expected in Q4, Nvidia’s guidance suggests that revenue of $37.5 billion for the upcoming quarter will translate to a Q/Q growth rate of only 7%. This might indicate that despite all the hype surrounding Blackwell, the AI chip buying cycle could be coming off the peak right now. That doesn’t mean that the growth will disappear. However, the growth rate itself should normalize and the aggressive double and triple-digit revenue growth rate that fueled the rise of Nvidia’s stock could become a thing of the past.The ramp-up of Blackwell in the upcoming quarters is also expected to affect Nvidia’s margins and could result in a poorer bottom-line performance. The gross margins are expected to decline to the low 70s, and the margin pressure could persist throughout the first part of FY26. This creates additional pressure on Nvidia, as Blackwell needs to perform well for the company to not release another relatively disappointing guidance that further kills the stock of its momentum. Considering that the networking revenues were down sequentially in Q3, and the gaming revenues in Q4 are expected to be down sequentially as well, Nvidia’s upside could be limited in the foreseeable future if Blackwell doesn’t perform well.Nvidia also faces additional pressure from hyperscalers, who at the same time are its major clients. They are currently in the middle of designing their own AI chips for their data centers, which over time could undermine Nvidia’s dominant position in the AI accelerator market. We already know that Amazon (AMZN) is working with Intel (INTC) to produce a fabric AI chip, while Apple (AAPL) recently confirmed that it now also uses Amazon’s custom AI chips. Other companies like Microsoft (MSFT), Meta Platforms (META), Google (GOOGL, GOOG), Tesla (TSLA) and OpenAI are also in the middle of designing their own AI chips and could become direct competitors of Nvidia over time.All of those developments make us question Nvidia’s market capitalization of $3.4 trillion. The whole generative AI market is not expected to generate as much revenue over the following years. Thus, it doesn’t make a lot of sense for Nvidia to be worth so much today, given the number of issues that it faces.The geopolitical issues are also not going anywhere away. The implementation of Trump’s protectionist tariff policy next year could damage global growth, which could result in lower demand for AI chips since businesses could be forced to hoard resources in the face of macroeconomic uncertainty. Nvidia already suffers from the ongoing chip war between China and the United States, as its revenues in China are currently below historically high levels due to chip export restrictions. An uncertain macro environment will only make it harder for it to aggressively increase its outlook to satisfy the market’s needs.The Intrinsic Value of NvidiaAt the current market price, we also believe that Nvidia is overvalued. Our valuation model from the previous article showed that Nvidia’s intrinsic value is $79.33 per share. Since Nvidia released a new outlook last month, we decided to update our model and make several revisions.In the model, we decrease Nvidia’s effective tax rate from 21% to 15%. The 15% is closer to Nvidia’s current rate, and there’s a possibility that the standard corporate tax rate in the United States will be decreased under the Trump administration. The perpetual growth rate remains at 3%, and our valuation model forecasts Nvidia’s performance for the next five years. The long-term debt and cash data have been taken from the latest earnings report, and we update this model when Nvidia is trading at $134.25 per share.The discount rate in our valuation model is 9.84%. We figured it out by calculating Nvidia’s after-tax cost of debt and cost of equity. To figure out the cost of debt, we mostly used Nvidia’s TTM data. To figure out the cost of equity, we used the risk-free rate of 4.40%, beta of 1.66, and the market-return rate of 7.69%. We then weighted Nvidia’s debt and equity to arrive at the discount rate.Nvidia’s valuation modelNvidia’s valuation model (Bears of Wall Street)For the forecast table below, we updated the sales growth rate, which is now similar to the overall expectations for the next couple of years. As the table shows, we expect a normalization of the sales growth rate in the following years. The EBIT rate remained the same as before and is similar to the current TTM rate. The tax rate was decreased, and the bottom part of the forecast table mostly remained the same.The assumptions in our forecast table helped us to figure out Nvidia’s enterprise value, which in our case is $2.23 trillion. We then added cash and subtracted debt to arrive at the equity value of $2.26 trillion. Thereafter, we divided Nvidia’s equity value by the number of its outstanding shares and figured out that Nvidia’s intrinsic value is $91.20 per share. The lower tax rate in this updated model is one of the main reasons why the intrinsic value has been higher in comparison to our previous model. However, under the new assumptions, Nvidia’s stock is overvalued by around 32%.Nvidia’s valuation modelNvidia’s valuation model (Bears of Wall Street)Risks To Our Bearish ThesisAlthough we believe that Nvidia’s stock has likely reached its top for now, there are still a couple of potential developments that can undermine our bearish outlook for the company. While we are unlikely to see an aggressive Y/Y growth of sales in the future since the base for comparison has been significantly raised in the last year and a half, that doesn’t mean that the growth will stop. Since there’s a possibility that a chip shortage could last for the next couple of years, there’s a potential that the demand for AI chips will remain for a while. This could result in sales that are higher than the current consensus once the production of Blackwell is ramped up. This could push Nvidia’s stock price higher, like it was a year ago, even if the Y/Y growth rate won’t be as impressive as before.The macro risks could also be overblown, and there’s a possibility that the American economy will grow next year despite the geopolitical uncertainty. This could result in a boost in demand for AI chips and also lead to the growth of Nvidia’s share price.Final ThoughtsIs Nvidia a great business? Yes. Will it continue to grow for years to come? Most likely yes. But the biggest issue at this point is that the rate at which Nvidia is growing is unlikely to be as impressive as before. We believe that a rather tepid forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline of Nvidia’s share price.Considering that the stock is already overvalued while challenges for Nvidia continue to increase, it would be tough for the stock to continue to trade at the current relatively high multiples. That is why Nvidia remains a SELL for us, since we believe that its stock has more room to fall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382232296017976,"gmtCreate":1734349846423,"gmtModify":1734349851035,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"$MSTR for a more volatile trade but greater ROI on the short term.&nbsp; $PLTR for a more stable trade but lower ROI on the short term.","listText":"$MSTR for a more volatile trade but greater ROI on the short term.&nbsp; $PLTR for a more stable trade but lower ROI on the short term.","text":"$MSTR for a more volatile trade but greater ROI on the short term. $PLTR for a more stable trade but lower ROI on the short term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382232296017976","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377682487091512,"gmtCreate":1733237164630,"gmtModify":1733237168792,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"Once again, proven all these analyst are ru bb ish ...","listText":"Once again, proven all these analyst are ru bb ish ...","text":"Once again, proven all these analyst are ru bb ish ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377682487091512","repostId":"1171068026","repostType":2,"repost":{"id":"1171068026","kind":"news","pubTimestamp":1733220944,"share":"https://ttm.financial/m/news/1171068026?lang=&edition=fundamental","pubTime":"2024-12-03 18:15","market":"us","language":"en","title":"Palantir: It's Unlikely To End Well","url":"https://stock-news.laohu8.com/highlight/detail?id=1171068026","media":"Seeking Alpha","summary":"Palantir Technologies exhibited exceptional performance during fiscal Q3 2024 and experienced robust growth across its government  and commercial business  segments with increasing use of its AI-based solutions. The consolidated Q3 revenue increased 30% year-over-year to $726 million, topping guidance by $24 million . This represented a dramatic increase from the 17% YoY growth rate in Q3 2023, which clearly shows t","content":"<html><head></head><body><h2 id=\"id_2645234734\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Palantir&#39;s stock is driven by unrealistic expectations rather than fundamentals, despite impressive growth in AI-driven government and commercial segments.</p></li><li><p>Indeed, the company&#39;s Q3 performance was strong, with a 30% YoY revenue increase and an 8th consecutive quarter of margin growth.</p></li><li><p>Despite robust financials and AI advancements, excessive share dilution and insider selling raise concerns about long-term sustainability.</p></li><li><p>The last time I looked at PLTR in early September this year, the stock was trading at 86.7x forwarding P/E. Now, it&#39;s trading at 177.2x - 104% higher.</p></li><li><p>I maintain my &#34;Hold&#34; rating on Palantir this time as I believe that the current overvaluation might not end well for today&#39;s buyers in 2-3 years.</p></li><li><p>I am Danil Sereda, chief investment officer at a family office. I analyze information that ordinary retail investors do not have access to, and lead a investing group.</p></li></ul><h2 id=\"id_1340569759\" style=\"text-align: left;\">Intro &amp; Thesis</h2><p style=\"text-align: left;\">I&#39;ve been covering <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> here on Seeking Alpha since October 2021, initially rating the stock as a &#34;Sell&#34; due to its overvaluation and seemingly limited growth at the time. My bearish calls were successful for about a year - until market expectations shifted towards rapid growth through artificial intelligence, allowing PLTR stock to recover quickly. Due to the persistent overvaluation, I couldn&#39;t upgrade PLTR to &#34;Buy,&#34; although the positive impact of the then-new AIP boot camp program seemed quite obvious. So I upgraded the stock to &#34;Hold&#34; in February 2023 and have written about the company once a quarter since then, coming to mostly neutral conclusions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e8f22100916f8dff89987d0a8923e48\" alt=\"Seeking Alpha, the author&#39;s coverage of PLTR stock\" title=\"Seeking Alpha, the author&#39;s coverage of PLTR stock\" tg-width=\"640\" tg-height=\"532\"/><span>Seeking Alpha, the author&#39;s coverage of PLTR stock</span></p><p style=\"text-align: left;\">Last time, I argued that the inclusion of PLTR into the S&amp;P 500 Index could give bulls another catalyst to enjoy. However, I still thought that PLTR&#39;s glowing overvaluation at the time suggested limited returns for investors in the years ahead. As you might see from the above screenshot, my assumption and cautious stance didn&#39;t age well, as the stock managed to more than double since my last neutral call.</p><p style=\"text-align: left;\">Today we see the company is growing by bounds and leaps indeed. But I believe that the current PLTR&#39;s valuation is primarily driven by unrealistic hope and overextended expectations, rather than tangible fundamentals. The market seems willing to overpay for Palantir based on this optimism, assigning an excessive premium that, in my view, is unsustainable. For these reasons, I maintain my neutral rating unchanged.</p><h2 id=\"id_1336833603\" style=\"text-align: left;\">Why Do I Think So?</h2><p style=\"text-align: left;\">Palantir Technologies exhibited exceptional performance during fiscal Q3 2024 and experienced robust growth across its government (+33% YoY in sales) and commercial business (+54% YoY) segments with increasing use of its AI-based solutions. The consolidated Q3 revenue increased 30% year-over-year to $726 million, topping guidance by $24 million (the market consensus was beaten by almost $22 million as well). This represented a dramatic increase from the 17% YoY growth rate in Q3 2023, which clearly shows the company&#39;s readiness to take advantage of the AI revolution.</p><p style=\"text-align: left;\">The adjusted operating margin for the quarter was 38%, from 29% in Q3 2023, making this the 8th consecutive quarter of margin growth. As a result, the beat of consensus on the bottom line amounted to about 10%. So the strong dynamics of earnings surprises since last year kept going well, leading to unambiguous positive earnings revisions for Q4 EPS and sales expectations:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6de4553e339494255e15fcdc140f490\" alt=\"Seeking Alpha, notes added\" title=\"Seeking Alpha, notes added\" tg-width=\"640\" tg-height=\"119\"/><span>Seeking Alpha, notes added</span></p><p style=\"text-align: left;\">As was the case in the last few quarters, the solid expansion of the commercial segment was driven by the use of Palantir&#39;s Artificial Intelligence Platform (AIP), a critical component of the company&#39;s strategy. In case you haven&#39;t heard of it, simply put, AIP allows organizations to make AI work by embedding it in workflows, this way basically offering an edge over peers. As a prime example of how AIP may be essential for businesses, during the Q3 earnings call, Palantir featured cases including automating underwriting processes for a large insurance company, reducing response time from 2 weeks to just 3 hours, and creating a $30 million bottom-line impact for Trinity Rail within 3 months. The company&#39;s success in turning boot camp students into value customers looks impressive indeed, with a handful of clients making seven-figure ACV commitments within 2 months of their first sign-on, according to the company. Total commercial customers in the US rose 77% over the prior year to 321, demonstrating strong demand for the company&#39;s offering.</p><p style=\"text-align: left;\">The government segment saw strong performance as well, with revenue up 33% YoY to $408 million. U.S. government revenues, in particular, rose to $320 million, a 40% YoY and 15% QoQ increase. That increase came primarily through robust program execution, new contract signings, and good deal timing. The management said their Maven Smart System has helped the U.S. military shrink the number of targeting cells from 2,000 to 20 while maintaining effectiveness. Palantir also announced a new 5-year agreement to further leverage Maven&#39;s AI/ML platform for all branches of the US military, further consolidating its position as a premier defense partner, so I think the growth in this segment is likely to be sustained in the next few years. On the other hand, I think there is one risk factor here that suggests no acceleration in growth: U.S. military support for Ukraine could potentially decrease under a Trump administration. A potential de-escalation or pause in military actions between Russia and Ukraine may also negatively impact future growth rates for PLTR&#39;s government segment.</p><p style=\"text-align: left;\">I like the fact that PLTR&#39;s adjusted free cash flow totaled $435 million, a 60% margin, and trailing 12-month FCF was above $1 billion for the first time in the company&#39;s history. Palantir ended the quarter with $4.6 billion in cash and no debt. When we see no debt, we shall keep in mind that there&#39;s likely another form of financing - otherwise, the rapid growth in financials PLTR managed to boast of couldn&#39;t be real. And so we find that PLTR&#39;s diluted shares outstanding increased by 1.8% and 5.76% QoQ and YoY, respectively and that&#39;s although the firm repurchased ~1.8 million shares during the quarter, with $954 million under the current authorization. That&#39;s a lot of dilution, in my view, and the heavy sales of insiders don&#39;t help brighten this picture at all.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6665af9edc8ce53f4a8819264c79e949\" alt=\"TrendSpider Software, PLTR, notes added\" title=\"TrendSpider Software, PLTR, notes added\" tg-width=\"640\" tg-height=\"315\"/><span>TrendSpider Software, PLTR, notes added</span></p><p style=\"text-align: left;\">As it is, share-based compensation (a quarter in which it accounted for 22% of revenue) continues to be an issue as it effectively promises more dilution. I&#39;m not against increasing the number of shares in circulation if it helps accelerate growth and the net-net impact is positive for expansion. But to be honest, it&#39;s also concerning that insiders seem to be selling off their positions at every opportunity (as far as I can see it).</p><p style=\"text-align: left;\">Anyway, looking ahead, Palantir&#39;s executives have boosted their full-year 2024 revenue guidance to a midpoint of $2.807 billion (up 26% YoY). The firm also raised adjusted EBIT guidance to more than $1 billion and adjusted FCF guidance for the year to over $1 billion. For Q4 2024, Palantir expects revenues of $767-771 million and adjusted operating income of $298-302 million as they seem to be confident in AIP&#39;s long-term growth and that it&#39;s going to be driving customer acquisition and growth further.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0061ea96bfc9e8dc65d187fadb6b29eb\" alt=\"PLTR&#39;s IR materials\" title=\"PLTR&#39;s IR materials\" tg-width=\"640\" tg-height=\"313\"/><span>PLTR&#39;s IR materials</span></p><p style=\"text-align: left;\">Let&#39;s take a realistic look at how a strong company like Palantir can grow in the future and assess whether its current valuation is justified. According to Grand View Research, the global enterprise AI market size was estimated at $23.95 billion in 2024 and is expected to grow at a CAGR of 37.6% from 2025 to 2030. Similarly, the U.S. aerospace and defense AI market is estimated at $7.82 billion in 2024 and is expected to reach approximately $20.50 billion by 2034, growing at a CAGR of 10.09%, according to Precedence Research.</p><p style=\"text-align: left;\">In an optimistic scenario, the total market volume (TAM) for AI in companies could reach $150 to 200 billion annually by 2030. However, the market&#39;s projected revenue for Palantir by FY2030 is estimated at just $8.5 billion. This means that the implied price-to-sales ratio for FY2030 would be around 18x based on the company&#39;s current market cap of approximately $150 billion - an extremely high multiple.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16b31b5bbe714a5f3b04f3e196303ebe\" alt=\"Seeking Alpha, PLTR, notes added\" title=\"Seeking Alpha, PLTR, notes added\" tg-width=\"640\" tg-height=\"245\"/><span>Seeking Alpha, PLTR, notes added</span></p><p style=\"text-align: left;\">Clearly, the market is pricing in the expectation that Palantir will remain a key market leader in the AI space. However, even according to analysts&#39; optimistic forecasts, the company is unlikely to capture more than 10% of the overall market. A more realistic estimate assumes that Palantir&#39;s market share will be closer to 4-6% under favorable conditions. So given this, the current market cap of $150 billion appears to be significantly overvalued even with today&#39;s optimistic growth assumptions.</p><p style=\"text-align: left;\">The company needs to exceed current forecasts for revenue and net income per share growth by approximately 25-30% annually to justify the market&#39;s high level of optimism. However, in reality, we see that, at best, this year&#39;s performance might exceed expectations by only 9-11%. This indicates that, despite its impressive growth, the company is already falling significantly short of the lofty expectations placed upon it. At least, this is how the situation appears to me from an outside perspective.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04bd3d01a99c1fb691b71b1c7fbcc1f8\" alt=\"Seeking Alpha, PLTR, notes added\" title=\"Seeking Alpha, PLTR, notes added\" tg-width=\"640\" tg-height=\"253\"/><span>Seeking Alpha, PLTR, notes added</span></p><p style=\"text-align: left;\">Analysts from Argus Research (proprietary source) share my view that Palantir is extremely overvalued: Compared to its peers, PLTR&#39;s key valuation multiples are several times higher:</p><blockquote><p><em>Palantir&#39;s lagging EV/revenue multiple of 42.4 is more than double the four year historical average of 20. On a forward basis, Palantir&#39;s EV/revenue multiple of 33.6 is a multiple of the peer average of 7.1.</em></p><p>Source: Argus Research (proprietary source)</p></blockquote><p style=\"text-align: left;\">I know that many bulls justify Palantir&#39;s current valuation by arguing that the market doesn&#39;t fully grasp its high potential for future profit growth. However, let&#39;s be realistic: Even if we consider the PEG ratio, which compares the price-to-earnings ratio to the EPS growth rate, on a forward-looking basis Palantir&#39;s PEG stands at 6.4x. This is nearly 3.5 times higher than the IT sector median. It&#39;s worth noting that the IT sector as a whole is already trading near peak valuation levels. In this context, Palantir isn&#39;t only overvalued but is trading at a significant premium - 3.5 times higher - relative to an already overvalued sector.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19a1f2037e646e9084d0858a151fbab0\" alt=\"Seeking Alpha, PLTR, notes added\" title=\"Seeking Alpha, PLTR, notes added\" tg-width=\"640\" tg-height=\"437\"/><span>Seeking Alpha, PLTR, notes added</span></p><p style=\"text-align: left;\">Analysts from Morningstar Premium confirm that a potential overvaluation of PLTR could amount to tens of percentages:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06882ec356d65492c5377fcf0d49be50\" alt=\"Morningstar Premium, PLTR&#39;s fair value model\" title=\"Morningstar Premium, PLTR&#39;s fair value model\" tg-width=\"640\" tg-height=\"270\"/><span>Morningstar Premium, PLTR&#39;s fair value model</span></p><p style=\"text-align: left;\">Based on all that, I wouldn&#39;t take the risk today, as buying into this strong rally in PLTR stock seems irrational.</p><h2 id=\"id_1879576288\" style=\"text-align: left;\">The Verdict</h2><p style=\"text-align: left;\">Palantir&#39;s commitment to deploying AI, growing its commercial and government enterprise operations in the United States, and strong financial controls will likely make it an excellent candidate for business growth. As management reiterates its guidance for Q4 and FY2025, the company expects to remain in growth mode with additional investments in AIP and strategic alliances. On the other hand, all that potential growth seems to be already reflected in the stock price. So investors have to be wary of the high price and possible downside risk from the firm&#39;s dependency on massive, difficult contracts and global expansion - maybe it&#39;s finally time to follow the insiders and keep trimming.</p><p style=\"text-align: left;\">While Palantir continues to evolve and penetrate different end markets, its high valuation multiples seem to be irrational. The last time I looked at PLTR in early September this year, the stock was trading at 86.7x forwarding P/E. Now it&#39;s trading at 177.2x, 104% higher, which explains the explosive growth in the quotes. The upside from here seems to be irrational, in my view.</p><p style=\"text-align: left;\">I maintain my &#34;Hold&#34; rating on Palantir this time, as I believe that the current overvaluation might not end well for today&#39;s buyers in 2-3 years.</p></body></html>","source":"lsy1728464409321","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>Palantir: It's Unlikely To End Well</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\">\nPalantir: It's Unlikely To End Well\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741477-palantir-its-unlikely-to-end-well><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock is driven by unrealistic expectations rather than fundamentals, despite impressive growth in AI-driven government and commercial segments.Indeed, the company's Q3 performance ...</p>\n\n<a href=\"https://seekingalpha.com/article/4741477-palantir-its-unlikely-to-end-well\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4741477-palantir-its-unlikely-to-end-well","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171068026","content_text":"SummaryPalantir's stock is driven by unrealistic expectations rather than fundamentals, despite impressive growth in AI-driven government and commercial segments.Indeed, the company's Q3 performance was strong, with a 30% YoY revenue increase and an 8th consecutive quarter of margin growth.Despite robust financials and AI advancements, excessive share dilution and insider selling raise concerns about long-term sustainability.The last time I looked at PLTR in early September this year, the stock was trading at 86.7x forwarding P/E. Now, it's trading at 177.2x - 104% higher.I maintain my \"Hold\" rating on Palantir this time as I believe that the current overvaluation might not end well for today's buyers in 2-3 years.I am Danil Sereda, chief investment officer at a family office. I analyze information that ordinary retail investors do not have access to, and lead a investing group.Intro & ThesisI've been covering Palantir Technologies Inc. here on Seeking Alpha since October 2021, initially rating the stock as a \"Sell\" due to its overvaluation and seemingly limited growth at the time. My bearish calls were successful for about a year - until market expectations shifted towards rapid growth through artificial intelligence, allowing PLTR stock to recover quickly. Due to the persistent overvaluation, I couldn't upgrade PLTR to \"Buy,\" although the positive impact of the then-new AIP boot camp program seemed quite obvious. So I upgraded the stock to \"Hold\" in February 2023 and have written about the company once a quarter since then, coming to mostly neutral conclusions.Seeking Alpha, the author's coverage of PLTR stockLast time, I argued that the inclusion of PLTR into the S&P 500 Index could give bulls another catalyst to enjoy. However, I still thought that PLTR's glowing overvaluation at the time suggested limited returns for investors in the years ahead. As you might see from the above screenshot, my assumption and cautious stance didn't age well, as the stock managed to more than double since my last neutral call.Today we see the company is growing by bounds and leaps indeed. But I believe that the current PLTR's valuation is primarily driven by unrealistic hope and overextended expectations, rather than tangible fundamentals. The market seems willing to overpay for Palantir based on this optimism, assigning an excessive premium that, in my view, is unsustainable. For these reasons, I maintain my neutral rating unchanged.Why Do I Think So?Palantir Technologies exhibited exceptional performance during fiscal Q3 2024 and experienced robust growth across its government (+33% YoY in sales) and commercial business (+54% YoY) segments with increasing use of its AI-based solutions. The consolidated Q3 revenue increased 30% year-over-year to $726 million, topping guidance by $24 million (the market consensus was beaten by almost $22 million as well). This represented a dramatic increase from the 17% YoY growth rate in Q3 2023, which clearly shows the company's readiness to take advantage of the AI revolution.The adjusted operating margin for the quarter was 38%, from 29% in Q3 2023, making this the 8th consecutive quarter of margin growth. As a result, the beat of consensus on the bottom line amounted to about 10%. So the strong dynamics of earnings surprises since last year kept going well, leading to unambiguous positive earnings revisions for Q4 EPS and sales expectations:Seeking Alpha, notes addedAs was the case in the last few quarters, the solid expansion of the commercial segment was driven by the use of Palantir's Artificial Intelligence Platform (AIP), a critical component of the company's strategy. In case you haven't heard of it, simply put, AIP allows organizations to make AI work by embedding it in workflows, this way basically offering an edge over peers. As a prime example of how AIP may be essential for businesses, during the Q3 earnings call, Palantir featured cases including automating underwriting processes for a large insurance company, reducing response time from 2 weeks to just 3 hours, and creating a $30 million bottom-line impact for Trinity Rail within 3 months. The company's success in turning boot camp students into value customers looks impressive indeed, with a handful of clients making seven-figure ACV commitments within 2 months of their first sign-on, according to the company. Total commercial customers in the US rose 77% over the prior year to 321, demonstrating strong demand for the company's offering.The government segment saw strong performance as well, with revenue up 33% YoY to $408 million. U.S. government revenues, in particular, rose to $320 million, a 40% YoY and 15% QoQ increase. That increase came primarily through robust program execution, new contract signings, and good deal timing. The management said their Maven Smart System has helped the U.S. military shrink the number of targeting cells from 2,000 to 20 while maintaining effectiveness. Palantir also announced a new 5-year agreement to further leverage Maven's AI/ML platform for all branches of the US military, further consolidating its position as a premier defense partner, so I think the growth in this segment is likely to be sustained in the next few years. On the other hand, I think there is one risk factor here that suggests no acceleration in growth: U.S. military support for Ukraine could potentially decrease under a Trump administration. A potential de-escalation or pause in military actions between Russia and Ukraine may also negatively impact future growth rates for PLTR's government segment.I like the fact that PLTR's adjusted free cash flow totaled $435 million, a 60% margin, and trailing 12-month FCF was above $1 billion for the first time in the company's history. Palantir ended the quarter with $4.6 billion in cash and no debt. When we see no debt, we shall keep in mind that there's likely another form of financing - otherwise, the rapid growth in financials PLTR managed to boast of couldn't be real. And so we find that PLTR's diluted shares outstanding increased by 1.8% and 5.76% QoQ and YoY, respectively and that's although the firm repurchased ~1.8 million shares during the quarter, with $954 million under the current authorization. That's a lot of dilution, in my view, and the heavy sales of insiders don't help brighten this picture at all.TrendSpider Software, PLTR, notes addedAs it is, share-based compensation (a quarter in which it accounted for 22% of revenue) continues to be an issue as it effectively promises more dilution. I'm not against increasing the number of shares in circulation if it helps accelerate growth and the net-net impact is positive for expansion. But to be honest, it's also concerning that insiders seem to be selling off their positions at every opportunity (as far as I can see it).Anyway, looking ahead, Palantir's executives have boosted their full-year 2024 revenue guidance to a midpoint of $2.807 billion (up 26% YoY). The firm also raised adjusted EBIT guidance to more than $1 billion and adjusted FCF guidance for the year to over $1 billion. For Q4 2024, Palantir expects revenues of $767-771 million and adjusted operating income of $298-302 million as they seem to be confident in AIP's long-term growth and that it's going to be driving customer acquisition and growth further.PLTR's IR materialsLet's take a realistic look at how a strong company like Palantir can grow in the future and assess whether its current valuation is justified. According to Grand View Research, the global enterprise AI market size was estimated at $23.95 billion in 2024 and is expected to grow at a CAGR of 37.6% from 2025 to 2030. Similarly, the U.S. aerospace and defense AI market is estimated at $7.82 billion in 2024 and is expected to reach approximately $20.50 billion by 2034, growing at a CAGR of 10.09%, according to Precedence Research.In an optimistic scenario, the total market volume (TAM) for AI in companies could reach $150 to 200 billion annually by 2030. However, the market's projected revenue for Palantir by FY2030 is estimated at just $8.5 billion. This means that the implied price-to-sales ratio for FY2030 would be around 18x based on the company's current market cap of approximately $150 billion - an extremely high multiple.Seeking Alpha, PLTR, notes addedClearly, the market is pricing in the expectation that Palantir will remain a key market leader in the AI space. However, even according to analysts' optimistic forecasts, the company is unlikely to capture more than 10% of the overall market. A more realistic estimate assumes that Palantir's market share will be closer to 4-6% under favorable conditions. So given this, the current market cap of $150 billion appears to be significantly overvalued even with today's optimistic growth assumptions.The company needs to exceed current forecasts for revenue and net income per share growth by approximately 25-30% annually to justify the market's high level of optimism. However, in reality, we see that, at best, this year's performance might exceed expectations by only 9-11%. This indicates that, despite its impressive growth, the company is already falling significantly short of the lofty expectations placed upon it. At least, this is how the situation appears to me from an outside perspective.Seeking Alpha, PLTR, notes addedAnalysts from Argus Research (proprietary source) share my view that Palantir is extremely overvalued: Compared to its peers, PLTR's key valuation multiples are several times higher:Palantir's lagging EV/revenue multiple of 42.4 is more than double the four year historical average of 20. On a forward basis, Palantir's EV/revenue multiple of 33.6 is a multiple of the peer average of 7.1.Source: Argus Research (proprietary source)I know that many bulls justify Palantir's current valuation by arguing that the market doesn't fully grasp its high potential for future profit growth. However, let's be realistic: Even if we consider the PEG ratio, which compares the price-to-earnings ratio to the EPS growth rate, on a forward-looking basis Palantir's PEG stands at 6.4x. This is nearly 3.5 times higher than the IT sector median. It's worth noting that the IT sector as a whole is already trading near peak valuation levels. In this context, Palantir isn't only overvalued but is trading at a significant premium - 3.5 times higher - relative to an already overvalued sector.Seeking Alpha, PLTR, notes addedAnalysts from Morningstar Premium confirm that a potential overvaluation of PLTR could amount to tens of percentages:Morningstar Premium, PLTR's fair value modelBased on all that, I wouldn't take the risk today, as buying into this strong rally in PLTR stock seems irrational.The VerdictPalantir's commitment to deploying AI, growing its commercial and government enterprise operations in the United States, and strong financial controls will likely make it an excellent candidate for business growth. As management reiterates its guidance for Q4 and FY2025, the company expects to remain in growth mode with additional investments in AIP and strategic alliances. On the other hand, all that potential growth seems to be already reflected in the stock price. So investors have to be wary of the high price and possible downside risk from the firm's dependency on massive, difficult contracts and global expansion - maybe it's finally time to follow the insiders and keep trimming.While Palantir continues to evolve and penetrate different end markets, its high valuation multiples seem to be irrational. The last time I looked at PLTR in early September this year, the stock was trading at 86.7x forwarding P/E. Now it's trading at 177.2x, 104% higher, which explains the explosive growth in the quotes. The upside from here seems to be irrational, in my view.I maintain my \"Hold\" rating on Palantir this time, as I believe that the current overvaluation might not end well for today's buyers in 2-3 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357824798216304,"gmtCreate":1728379891069,"gmtModify":1728379894897,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 before 31 Dec&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 before 31 Dec&nbsp;","text":"$NVIDIA Corp(NVDA)$ $150 before 31 Dec","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357824798216304","repostId":"2473544530","repostType":2,"repost":{"id":"2473544530","kind":"highlight","pubTimestamp":1728378900,"share":"https://ttm.financial/m/news/2473544530?lang=&edition=fundamental","pubTime":"2024-10-08 17:15","market":"us","language":"en","title":"Prediction: Nvidia Could Be Headed to $150 in 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2473544530","media":"Motley Fool","summary":"Nvidia's upcoming Blackwell launch could push the stock higher.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia shares have soared more than 2,000% over the past five years thanks to the company’s earnings strength.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>The artificial intelligence (AI) giant has delivered triple-digit revenue growth in recent quarters.</div>\n</li>\n</ul><div><p><strong>Nvidia</strong> <span>(NVDA<span> 2.24%</span>)</span> stock has been one of the market's top performers in recent years, soaring a mind-boggling 2,600% over the past five. And this year, the trend continues with Nvidia stock heading for a 150% gain. All of this is thanks to the company's dominance in the artificial intelligence (AI) chip market, where it holds more than 80% share.</p><p>And Nvidia hasn't stopped there but has developed a broad range of AI products and services, helping the company deliver billions of dollars in earnings quarter after quarter. In fact, Nvidia has been on a roll, growing quarterly revenue in the triple digits year over year. So now, the natural question is: With all of this positive momentum, where is Nvidia's stock going to land in 2025?</p><p>Today, Nvidia shares trade for about $124 following the company's 10-for-1 stock split in June. A stock split doesn't change the total value of a company but lowers the price of each individual share through the issuance of new shares to current shareholders. This makes it easier for a broader range of investors to access the stock. From this new price level, my prediction is Nvidia could be headed to $150 next year as gains continue but potentially at a slower pace than in recent times. Let's find out more.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F793201%2Fgettyimages-1357572936.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/793201/gettyimages-1357572936.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/793201/gettyimages-1357572936.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/793201/gettyimages-1357572936.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>Record data-center revenue</h2><p>First, some background on Nvidia. The company sells graphics processing units (GPUs) used to power many tasks -- from gaming to AI. Gaming actually was Nvidia's biggest business a few years ago, but as the AI boom accelerated, so did Nvidia's AI business. Data-center revenue, accounting for 87% of Nvidia's total revenue, came in at more than $26 billion in the most recent quarter -- a record and a triple-digit gain from the prior year.</p><p>Other companies sell AI chips, but Nvidia's are particularly sought-after due to their speed -- they're the fastest around, and Nvidia says this high performance can save customers money over the long term. So, while they pay more for a Nvidia GPU today, they're likely to have a lower-total cost of ownership over time.</p><div><div><div></div></div></div><p>Companies developing major AI projects clearly are on board because demand for Nvidia's soon-to-launch architecture Blackwell is surpassing supply. Nvidia Chief Executive Officer Jensen Huang says he expects this trend to continue well into next year even as Nvidia works night and day to bring supply to the highest levels possible. In a recent interview with CNBC, Huang even said demand for the company's new Blackwell chip is \"insane.\"</p><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"false\" amount_change=\"2.80\" average_volume=\"326,827,081\" company_name=\"Nvidia\" current_price=\"127.72\" daily_high=\"130.64\" daily_low=\"124.95\" default_period=\"YTD\" dividend_yield=\"0.02%\" exchange=\"NASDAQ\" fifty_two_week_high=\"140.76\" fifty_two_week_low=\"39.23\" gross_margin=\"75.98\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$3,133B\" pe_ratio=\"59.97\" percent_change=\"2.24\" symbol=\"NVDA\" volume=\"847,378\"></app></div><h2>Billions in Blackwell revenue right around the corner</h2><p>All of this should support the idea of more gains for Nvidia stock. The company predicts that after ramping production of Blackwell in the fourth quarter, Nvidia also should see \"several billion dollars\" in revenue from the platform in that quarter too. We also should expect a clear picture of how the demand for Blackwell translates into earnings in the following quarters throughout 2025.</p><p>If Nvidia is able to serve most of the demand and generate growth from Blackwell from quarter to quarter, I would expect investors to continue flocking to the stock. It's also important to keep in mind that Nvidia isn't cheap, but it isn't excessively expensive for a growth stock either -- at 44 times forward-earnings estimates -- especially considering potential for growth down the road thanks to the company's market leadership and focus on innovation to keep its top spot. So Nvidia stock could increase in valuation from today's level and still remain reasonably priced.</p><p>Now let's talk market value. If Nvidia were to increase to $150 next year, market cap would reach $3.6 trillion, roaring past the value of market giant <strong>Microsoft</strong>, today worth $3.09 trillion. But it's important to keep in mind that Microsoft, too, may climb next year, keeping it ahead of Nvidia. In any case, I would expect the two companies, both building solid positions in the high-growth area of AI, to remain neck and neck when it comes to market value over the coming year.</p><div><div><div></div></div></div><h2>A 20% gain</h2><p>Finally, my prediction of an increase to $150 represents a gain but only about 20% from today's level. That isn't much compared to this year's winnings so far. I'm not any less positive on Nvidia than I was earlier in the year. But stocks generally don't soar nonstop without any slowdown in the pace from time to time, and Nvidia, considering its enormous advance over the past few years, now may enter a phase of more measured increases.</p><p>And this is actually positive because it would show that Nvidia stock isn't a bubble ready to burst but instead a player that has what it takes to deliver lasting gains over the long haul.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: Nvidia Could Be Headed to $150 in 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nPrediction: Nvidia Could Be Headed to $150 in 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/08/prediction-nvidia-could-be-headed-to-150-in-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia shares have soared more than 2,000% over the past five years thanks to the company’s earnings strength.\n\n\n\n\n\n\n\nThe artificial intelligence (AI) giant has delivered triple-digit revenue growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/08/prediction-nvidia-could-be-headed-to-150-in-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F793201%2Fgettyimages-1357572936.jpg&op=resize&w=165&h=104","relate_stocks":{},"source_url":"https://www.fool.com/investing/2024/10/08/prediction-nvidia-could-be-headed-to-150-in-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2473544530","content_text":"Nvidia shares have soared more than 2,000% over the past five years thanks to the company’s earnings strength.\n\n\n\n\n\n\n\nThe artificial intelligence (AI) giant has delivered triple-digit revenue growth in recent quarters.\n\nNvidia (NVDA 2.24%) stock has been one of the market's top performers in recent years, soaring a mind-boggling 2,600% over the past five. And this year, the trend continues with Nvidia stock heading for a 150% gain. All of this is thanks to the company's dominance in the artificial intelligence (AI) chip market, where it holds more than 80% share.And Nvidia hasn't stopped there but has developed a broad range of AI products and services, helping the company deliver billions of dollars in earnings quarter after quarter. In fact, Nvidia has been on a roll, growing quarterly revenue in the triple digits year over year. So now, the natural question is: With all of this positive momentum, where is Nvidia's stock going to land in 2025?Today, Nvidia shares trade for about $124 following the company's 10-for-1 stock split in June. A stock split doesn't change the total value of a company but lowers the price of each individual share through the issuance of new shares to current shareholders. This makes it easier for a broader range of investors to access the stock. From this new price level, my prediction is Nvidia could be headed to $150 next year as gains continue but potentially at a slower pace than in recent times. Let's find out more.Image source: Getty Images.Record data-center revenueFirst, some background on Nvidia. The company sells graphics processing units (GPUs) used to power many tasks -- from gaming to AI. Gaming actually was Nvidia's biggest business a few years ago, but as the AI boom accelerated, so did Nvidia's AI business. Data-center revenue, accounting for 87% of Nvidia's total revenue, came in at more than $26 billion in the most recent quarter -- a record and a triple-digit gain from the prior year.Other companies sell AI chips, but Nvidia's are particularly sought-after due to their speed -- they're the fastest around, and Nvidia says this high performance can save customers money over the long term. So, while they pay more for a Nvidia GPU today, they're likely to have a lower-total cost of ownership over time.Companies developing major AI projects clearly are on board because demand for Nvidia's soon-to-launch architecture Blackwell is surpassing supply. Nvidia Chief Executive Officer Jensen Huang says he expects this trend to continue well into next year even as Nvidia works night and day to bring supply to the highest levels possible. In a recent interview with CNBC, Huang even said demand for the company's new Blackwell chip is \"insane.\"Billions in Blackwell revenue right around the cornerAll of this should support the idea of more gains for Nvidia stock. The company predicts that after ramping production of Blackwell in the fourth quarter, Nvidia also should see \"several billion dollars\" in revenue from the platform in that quarter too. We also should expect a clear picture of how the demand for Blackwell translates into earnings in the following quarters throughout 2025.If Nvidia is able to serve most of the demand and generate growth from Blackwell from quarter to quarter, I would expect investors to continue flocking to the stock. It's also important to keep in mind that Nvidia isn't cheap, but it isn't excessively expensive for a growth stock either -- at 44 times forward-earnings estimates -- especially considering potential for growth down the road thanks to the company's market leadership and focus on innovation to keep its top spot. So Nvidia stock could increase in valuation from today's level and still remain reasonably priced.Now let's talk market value. If Nvidia were to increase to $150 next year, market cap would reach $3.6 trillion, roaring past the value of market giant Microsoft, today worth $3.09 trillion. But it's important to keep in mind that Microsoft, too, may climb next year, keeping it ahead of Nvidia. In any case, I would expect the two companies, both building solid positions in the high-growth area of AI, to remain neck and neck when it comes to market value over the coming year.A 20% gainFinally, my prediction of an increase to $150 represents a gain but only about 20% from today's level. That isn't much compared to this year's winnings so far. I'm not any less positive on Nvidia than I was earlier in the year. But stocks generally don't soar nonstop without any slowdown in the pace from time to time, and Nvidia, considering its enormous advance over the past few years, now may enter a phase of more measured increases.And this is actually positive because it would show that Nvidia stock isn't a bubble ready to burst but instead a player that has what it takes to deliver lasting gains over the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348465182093408,"gmtCreate":1726080636420,"gmtModify":1726080640927,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 by end of year","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 by end of year","text":"$NVIDIA Corp(NVDA)$ $150 by end of year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348465182093408","repostId":"1170436037","repostType":2,"repost":{"id":"1170436037","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1726075860,"share":"https://ttm.financial/m/news/1170436037?lang=&edition=fundamental","pubTime":"2024-09-12 01:31","market":"hk","language":"en","title":"Stock Track | Nvidia CEO's Demand Comments Spark Stock Surge, Market Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1170436037","media":"Stock Track","summary":"Nvidia Corporation's  stock and the broader market received a boost on Monday after CEO Jensen Huang made bullish comments about soaring demand for the company's AI chips.Speaking at the Goldman Sachs Communacopia & Technology Conference, Huang said: \"The demand on [chips] is so great, and everyone wants to be first and everyone wants to be most. We probably have more emotional customers today. Deservedly so. It's tense. We're trying to do the best we can.\". Huang's remarks highlighting intense ","content":"<p>Nvidia Corporation's (NVDA) stock and the broader market received a boost on Monday after CEO Jensen Huang made bullish comments about soaring demand for the company's AI chips.</p>\n\n<p>Speaking at the Goldman Sachs Communacopia & Technology Conference, Huang said: \"The demand on [chips] is so great, and everyone wants to be first and everyone wants to be most. We probably have more emotional customers today. Deservedly so. It's tense. We're trying to do the best we can.\"</p>\n\n<p>Huang's remarks highlighting intense customer demand for Nvidia's AI products caused the company's shares to surge as much as 5.6% on the day, rising from a session low of $107 to a high of $113. His comments also helped lift the Nasdaq 100 index, which erased earlier declines to gain 0.1%.</p>\n\n<p>The CEO's statement reinvigorated investor optimism around Nvidia's growth prospects in the booming artificial intelligence sector. While Nvidia's stock had pulled back in recent weeks amid concerns over economic risks and elevated valuations, Huang's comments underscored the company's powerful market position and the seemingly insatiable demand for its AI offerings.</p>\n\n<p>However, Nvidia is also grappling with challenges such as increasing competition, regulatory scrutiny, and potential geopolitical risks related to its reliance on Taiwan-based chipmaker TSMC for production. Huang acknowledged these risks, noting that a conflict between China and Taiwan could disrupt Nvidia's access to a key supplier.</p>","source":"ai_movement_en","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>Stock Track | Nvidia CEO's Demand Comments Spark Stock Surge, Market Rally</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\">\nStock Track | Nvidia CEO's Demand Comments Spark Stock Surge, Market Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-09-12 01:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia Corporation's (NVDA) stock and the broader market received a boost on Monday after CEO Jensen Huang made bullish comments about soaring demand for the company's AI chips.</p>\n\n<p>Speaking at the Goldman Sachs Communacopia & Technology Conference, Huang said: \"The demand on [chips] is so great, and everyone wants to be first and everyone wants to be most. We probably have more emotional customers today. Deservedly so. It's tense. We're trying to do the best we can.\"</p>\n\n<p>Huang's remarks highlighting intense customer demand for Nvidia's AI products caused the company's shares to surge as much as 5.6% on the day, rising from a session low of $107 to a high of $113. His comments also helped lift the Nasdaq 100 index, which erased earlier declines to gain 0.1%.</p>\n\n<p>The CEO's statement reinvigorated investor optimism around Nvidia's growth prospects in the booming artificial intelligence sector. While Nvidia's stock had pulled back in recent weeks amid concerns over economic risks and elevated valuations, Huang's comments underscored the company's powerful market position and the seemingly insatiable demand for its AI offerings.</p>\n\n<p>However, Nvidia is also grappling with challenges such as increasing competition, regulatory scrutiny, and potential geopolitical risks related to its reliance on Taiwan-based chipmaker TSMC for production. Huang acknowledged these risks, noting that a conflict between China and Taiwan could disrupt Nvidia's access to a key supplier.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170436037","content_text":"Nvidia Corporation's (NVDA) stock and the broader market received a boost on Monday after CEO Jensen Huang made bullish comments about soaring demand for the company's AI chips.\nSpeaking at the Goldman Sachs Communacopia & Technology Conference, Huang said: \"The demand on [chips] is so great, and everyone wants to be first and everyone wants to be most. We probably have more emotional customers today. Deservedly so. It's tense. We're trying to do the best we can.\"\nHuang's remarks highlighting intense customer demand for Nvidia's AI products caused the company's shares to surge as much as 5.6% on the day, rising from a session low of $107 to a high of $113. His comments also helped lift the Nasdaq 100 index, which erased earlier declines to gain 0.1%.\nThe CEO's statement reinvigorated investor optimism around Nvidia's growth prospects in the booming artificial intelligence sector. While Nvidia's stock had pulled back in recent weeks amid concerns over economic risks and elevated valuations, Huang's comments underscored the company's powerful market position and the seemingly insatiable demand for its AI offerings.\nHowever, Nvidia is also grappling with challenges such as increasing competition, regulatory scrutiny, and potential geopolitical risks related to its reliance on Taiwan-based chipmaker TSMC for production. Huang acknowledged these risks, noting that a conflict between China and Taiwan could disrupt Nvidia's access to a key supplier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343655953158344,"gmtCreate":1724929972274,"gmtModify":1726124508660,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $142 within 15 days.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $142 within 15 days.&nbsp;","text":"$NVIDIA Corp(NVDA)$ $142 within 15 days.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343655953158344","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339106126274728,"gmtCreate":1723830414039,"gmtModify":1723830418244,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 on 29th August","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 on 29th August","text":"$NVIDIA Corp(NVDA)$ $150 on 29th August","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/339106126274728","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184334789771122","authorId":"4184334789771122","name":"MSRQ","avatar":"https://community-static.tradeup.com/news/23ff10d8a79b84606b16d74ee4f8620b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4184334789771122","authorIdStr":"4184334789771122"},"content":"Based on the current trend, it seems unlikely that the indicated time frame will achieve the target of 150 USD. Consequently, I initially projected a higher figure of 140 USD, surpassing the anticipated 130 USD as presented in the visualization above. It's important to note that these assessments are my speculation, but I have been informed by the data depicted in the graph(Tiger Trade).","text":"Based on the current trend, it seems unlikely that the indicated time frame will achieve the target of 150 USD. Consequently, I initially projected a higher figure of 140 USD, surpassing the anticipated 130 USD as presented in the visualization above. It's important to note that these assessments are my speculation, but I have been informed by the data depicted in the graph(Tiger Trade).","html":"Based on the current trend, it seems unlikely that the indicated time frame will achieve the target of 150 USD. Consequently, I initially projected a higher figure of 140 USD, surpassing the anticipated 130 USD as presented in the visualization above. It's important to note that these assessments are my speculation, but I have been informed by the data depicted in the graph(Tiger Trade)."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333527106203912,"gmtCreate":1722472442852,"gmtModify":1722472446634,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"Go go go! $NVDA","listText":"Go go go! $NVDA","text":"Go go go! $NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333527106203912","repostId":"2455906942","repostType":2,"repost":{"id":"2455906942","kind":"highlight","pubTimestamp":1722420704,"share":"https://ttm.financial/m/news/2455906942?lang=&edition=fundamental","pubTime":"2024-07-31 18:11","market":"us","language":"en","title":"Nvidia Stock Top Pick at Morgan Stanley Again After Tech Sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=2455906942","media":"Investing.com","summary":"Morgan Stanley analysts reassigned a Top Pick rating for Nvidia  stock on Wednesday after the chipmaker’s shares fell sharply amid a broader market sell-off the previous day.NVDA tumbled 7% on Tuesday to $103.73, representing its lowest closing price since May. Other chip stocks followed, with the iShares Semiconductor ETF  losing 3.6% on the day.Morgan Stanley issued no changes to their Nvidia estimates or price target, but noted that the sell-off “presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns.”Key concerns contributing to the sell-off include customer capital spending budgets, competitive dynamics, export controls, and supply chain issues.While the bank’s analysts acknowledge these challenges, they believe they will diminish over time. For instance, customer spending on AI infrastructure has been non-linear due to space and power constraints, yet the demand for Nvidia’s GPUs remains strong. The resi","content":"<html><head></head><body><p>Morgan Stanley analysts reassigned a Top Pick rating for Nvidia (NASDAQ:NVDA) stock on Wednesday after the chipmaker’s shares fell sharply amid a broader market sell-off the previous day.</p><p>NVDA tumbled 7% on Tuesday to $103.73, representing its lowest closing price since May. Other chip stocks followed, with the iShares Semiconductor ETF (NASDAQ:SOXX) losing 3.6% on the day.</p><p>Morgan Stanley issued no changes to their Nvidia estimates or price target, but noted that the sell-off “presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns.”</p><p>Key concerns contributing to the sell-off include customer capital spending budgets, competitive dynamics, export controls, and supply chain issues.</p><p>While the bank’s analysts acknowledge these challenges, they believe they will diminish over time. For instance, customer spending on AI infrastructure has been non-linear due to space and power constraints, yet the demand for Nvidia’s GPUs remains strong. The resilience of Nvidia’s H100 GPUs and the upcoming Blackwell series “makes those spending concerns seem premature,” analysts noted.</p><p>Competition from companies like Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), and AMD (NASDAQ:AMD) has also pressured Nvidia&#39;s stock. However, Nvidia&#39;s central position in the AI market and its ability to attract customers back from custom silicon alternatives highlight its enduring competitive edge.</p><p>“This is a large market and is not going to be served by a single NVIDIA card, but we are hearing multiple instances of customers who have invested in custom silicon or alternatives coming back to NVIDIA for upside,” analysts said.</p><p>For export control concerns, particularly those concerning China, analysts said that while there are risks related to geopolitical factors, Nvidia’s minimal trailing revenue from China reduces potential impacts. Furthermore, the adaptability of Nvidia’s H20 product to meet export requirements ensures continued market presence despite regulatory hurdles.</p><p>Overall, the Wall Street giant maintains a positive outlook for Nvidia stock, chiefly driven by robust demand indicators and strong customer enthusiasm for the Blackwell GPUs.</p><p>“Visibility will actually increase as demand moves from Hopper to Blackwell, as the constraint will shift back to silicon; H100 lead times are short, but H200 lead times are already long, and Blackwell should be even longer,” analysts continued.</p><p>With a valuation that appears “much more reasonable than a few weeks ago,” they believe the market is “taking a very glass half-empty view of some of the hyperscale comments, where there is a clear desire on the part of customers to continue to commit resources to developing multi modal generative AI.”</p><p></p></body></html>","source":"hk_investing_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Top Pick at Morgan Stanley Again After Tech Sell-off</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 Stock Top Pick at Morgan Stanley Again After Tech Sell-off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-31 18:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/nvidia-stock-top-pick-at-morgan-stanley-again-after-tech-selloff-3545205><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley analysts reassigned a Top Pick rating for Nvidia (NASDAQ:NVDA) stock on Wednesday after the chipmaker’s shares fell sharply amid a broader market sell-off the previous day.NVDA tumbled ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/nvidia-stock-top-pick-at-morgan-stanley-again-after-tech-selloff-3545205\">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://www.investing.com/news/stock-market-news/nvidia-stock-top-pick-at-morgan-stanley-again-after-tech-selloff-3545205","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2455906942","content_text":"Morgan Stanley analysts reassigned a Top Pick rating for Nvidia (NASDAQ:NVDA) stock on Wednesday after the chipmaker’s shares fell sharply amid a broader market sell-off the previous day.NVDA tumbled 7% on Tuesday to $103.73, representing its lowest closing price since May. Other chip stocks followed, with the iShares Semiconductor ETF (NASDAQ:SOXX) losing 3.6% on the day.Morgan Stanley issued no changes to their Nvidia estimates or price target, but noted that the sell-off “presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns.”Key concerns contributing to the sell-off include customer capital spending budgets, competitive dynamics, export controls, and supply chain issues.While the bank’s analysts acknowledge these challenges, they believe they will diminish over time. For instance, customer spending on AI infrastructure has been non-linear due to space and power constraints, yet the demand for Nvidia’s GPUs remains strong. The resilience of Nvidia’s H100 GPUs and the upcoming Blackwell series “makes those spending concerns seem premature,” analysts noted.Competition from companies like Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), and AMD (NASDAQ:AMD) has also pressured Nvidia's stock. However, Nvidia's central position in the AI market and its ability to attract customers back from custom silicon alternatives highlight its enduring competitive edge.“This is a large market and is not going to be served by a single NVIDIA card, but we are hearing multiple instances of customers who have invested in custom silicon or alternatives coming back to NVIDIA for upside,” analysts said.For export control concerns, particularly those concerning China, analysts said that while there are risks related to geopolitical factors, Nvidia’s minimal trailing revenue from China reduces potential impacts. Furthermore, the adaptability of Nvidia’s H20 product to meet export requirements ensures continued market presence despite regulatory hurdles.Overall, the Wall Street giant maintains a positive outlook for Nvidia stock, chiefly driven by robust demand indicators and strong customer enthusiasm for the Blackwell GPUs.“Visibility will actually increase as demand moves from Hopper to Blackwell, as the constraint will shift back to silicon; H100 lead times are short, but H200 lead times are already long, and Blackwell should be even longer,” analysts continued.With a valuation that appears “much more reasonable than a few weeks ago,” they believe the market is “taking a very glass half-empty view of some of the hyperscale comments, where there is a clear desire on the part of customers to continue to commit resources to developing multi modal generative AI.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283477968416960,"gmtCreate":1710247357604,"gmtModify":1710247361514,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"$NVDA $1000","listText":"$NVDA $1000","text":"$NVDA $1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283477968416960","repostId":"1162670896","repostType":2,"repost":{"id":"1162670896","kind":"news","pubTimestamp":1710211826,"share":"https://ttm.financial/m/news/1162670896?lang=&edition=fundamental","pubTime":"2024-03-12 10:50","market":"us","language":"en","title":"Dear NVDA Stock Fans, Mark Your Calendars for March 18","url":"https://stock-news.laohu8.com/highlight/detail?id=1162670896","media":"InvestorPlace","summary":"$Nvidia$ is getting ready for one of the year’s biggest tech events.The GTC Conference will bring some key product updates for investors.This means that NVDA stock will be in focus until March 18, when the event kicks off.Are you ready for one of the top tech events of the year?","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is getting ready for one of the year’s biggest tech events.</p></li><li><p>The GTC Conference will bring some key product updates for investors.</p></li><li><p>This means that NVDA stock will be in focus until March 18, when the event kicks off.</p></li></ul><p>Are you ready for one of the top tech events of the year? Nvidia and NVDA stock investors are gearing up for the company’s GPU Technology Conference (GTC). Now, many eyes are on the artificial intelligence (AI) leader as it prepares for the event on March 18.</p><p>Given how much NVDA stock has risen on the back of the AI boom, it makes sense that Nvidia would be hosting what is described as “the #1 AI conference for developers.” This year, the conference will also be held in person, allowing attendees the opportunity to hear a keynote address from CEO Jensen Huang and see many workshops and demonstrations.</p><p>When Nvidia is in the spotlight, it tends to boost other AI stocks. Granted, NVDA stock has done an excellent job rising over the past six months. However, GTC has the potential to push shares up <em>even more</em>. Let’s take a closer look at why this event should matter to investors.</p><h3 id=\"id_3042219029\">NVDA Stock in 2024</h3><p style=\"text-align: start;\">After surging during the 2023 AI boom, some experts suggested that NVDA didn’t have much more room to run. However, just in past six months, shares have risen more than 90%. This indicates two things: 1) Nvidia may be able to fly even higher from here and 2) the AI market remains red hot. Indeed, investor enthusiasm is still skyrocketing, making now an excellent time for Nvidia to provide key updates at the conference.</p><p style=\"text-align: start;\">For anyone following the rapidly evolving world of AI, this conference is a can’t-miss event. In the short term, then, NVDA stock is likely to rise as anticipation builds for what the company will announce.</p><h3 id=\"id_3748222810\" style=\"text-align: start;\">What Comes Next?</h3><p style=\"text-align: start;\">As NVDA has skyrocketed, many experts have wondered how long Nvidia can maintain its dominance. The company produces key tech needed for AI development. But as <em>The Wall Street Journal </em>reports, the chipmaker is in rapidly shifting market.</p><p><em>InvestorPlace’s </em>Luke Lango has noted that this poses challenges for NVDA stock. Still, while it is presently unclear who the ultimate AI winner will be, companies like Nvidia have the opportunity to grow even more.</p><p style=\"text-align: start;\">What Nvidia rolls out in the coming year will do much to determine whether it can remain an AI winner. GTC 2024 will give investors an important look into its plans moving forward.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dear NVDA Stock Fans, Mark Your Calendars for March 18</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\">\nDear NVDA Stock Fans, Mark Your Calendars for March 18\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/03/dear-nvda-stock-fans-mark-your-calendars-for-march-18/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia is getting ready for one of the year’s biggest tech events.The GTC Conference will bring some key product updates for investors.This means that NVDA stock will be in focus until March 18, when ...</p>\n\n<a href=\"https://investorplace.com/2024/03/dear-nvda-stock-fans-mark-your-calendars-for-march-18/\">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://investorplace.com/2024/03/dear-nvda-stock-fans-mark-your-calendars-for-march-18/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162670896","content_text":"Nvidia is getting ready for one of the year’s biggest tech events.The GTC Conference will bring some key product updates for investors.This means that NVDA stock will be in focus until March 18, when the event kicks off.Are you ready for one of the top tech events of the year? Nvidia and NVDA stock investors are gearing up for the company’s GPU Technology Conference (GTC). Now, many eyes are on the artificial intelligence (AI) leader as it prepares for the event on March 18.Given how much NVDA stock has risen on the back of the AI boom, it makes sense that Nvidia would be hosting what is described as “the #1 AI conference for developers.” This year, the conference will also be held in person, allowing attendees the opportunity to hear a keynote address from CEO Jensen Huang and see many workshops and demonstrations.When Nvidia is in the spotlight, it tends to boost other AI stocks. Granted, NVDA stock has done an excellent job rising over the past six months. However, GTC has the potential to push shares up even more. Let’s take a closer look at why this event should matter to investors.NVDA Stock in 2024After surging during the 2023 AI boom, some experts suggested that NVDA didn’t have much more room to run. However, just in past six months, shares have risen more than 90%. This indicates two things: 1) Nvidia may be able to fly even higher from here and 2) the AI market remains red hot. Indeed, investor enthusiasm is still skyrocketing, making now an excellent time for Nvidia to provide key updates at the conference.For anyone following the rapidly evolving world of AI, this conference is a can’t-miss event. In the short term, then, NVDA stock is likely to rise as anticipation builds for what the company will announce.What Comes Next?As NVDA has skyrocketed, many experts have wondered how long Nvidia can maintain its dominance. The company produces key tech needed for AI development. But as The Wall Street Journal reports, the chipmaker is in rapidly shifting market.InvestorPlace’s Luke Lango has noted that this poses challenges for NVDA stock. Still, while it is presently unclear who the ultimate AI winner will be, companies like Nvidia have the opportunity to grow even more.What Nvidia rolls out in the coming year will do much to determine whether it can remain an AI winner. GTC 2024 will give investors an important look into its plans moving forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251310423089256,"gmtCreate":1702392407953,"gmtModify":1702392410450,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish! Lets try for $600!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish! Lets try for $600!","text":"$NVIDIA Corp(NVDA)$ Bullish! Lets try for $600!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/251310423089256","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576331208989007","authorId":"3576331208989007","name":"战神Kit","avatar":"https://community-static.tradeup.com/news/b787f7760e456e7c7ccf7dec77b3e81d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576331208989007","authorIdStr":"3576331208989007"},"content":"You can't break 500. You still want 600. What's in your brain","text":"You can't break 500. You still want 600. What's in your brain","html":"You can't break 500. You still want 600. What's in your brain"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248842774896720,"gmtCreate":1701784757413,"gmtModify":1701786651805,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"USA is just a racist country that cannot stand the Chinese being better than them. poor little beings.","listText":"USA is just a racist country that cannot stand the Chinese being better than them. poor little beings.","text":"USA is just a racist country that cannot stand the Chinese being better than them. poor little beings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248842774896720","repostId":"2389379815","repostType":2,"repost":{"id":"2389379815","kind":"highlight","pubTimestamp":1701758409,"share":"https://ttm.financial/m/news/2389379815?lang=&edition=fundamental","pubTime":"2023-12-05 14:40","market":"us","language":"en","title":"US Commerce Secretary to Crack down on Nvidia AI Chips Redesigned to Get Around Trade Curbs","url":"https://stock-news.laohu8.com/highlight/detail?id=2389379815","media":"Fox Business","summary":"Secretary of Commerce Gina Raimondo put companies like Nvidia that manufacture artificial intelligence (AI) chips on notice that the agency will move to quickly crack down on redesigned chips intended","content":"<html><head></head><body><p>Secretary of Commerce Gina Raimondo put companies like Nvidia that manufacture artificial intelligence (AI) chips on notice that the agency will move to quickly crack down on redesigned chips intended to get around export controls that apply to adversarial countries like China.</p><p>The Commerce Department has put in place export controls designed to restrict the most advanced AI chips from being sold to countries like China where they could serve a dual-use purpose, aiding the country’s military modernization while also boosting its economic and technological competitiveness. Export controls require companies to obtain a license from federal agencies to sell covered products overseas, effectively giving the government a veto over the transaction.</p><p>To retain access to lucrative overseas markets affected by the export controls, chipmakers have redesigned modified versions of those chips to make them compliant with the regulations — which has prompted a game of cat-and-mouse as the agency imposes new curbs in response to the reworked chips.</p><p>&#34;We cannot let China get these chips. Period. We’re going to deny them our most cutting-edge technology,&#34; Raimondo said Saturday at the Reagan National Defense Forum in California.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42493cb9c07fa2f0fa77256a04be7d4b\" tg-width=\"1280\" tg-height=\"720\"/></p><p> Secretary of Commerce Gina Raimondo said that AI chipmakers that redesign AI chips to get around export controls will see the reworked chips subjected to those controls as well.</p><p>&#34;I know there are CEOs of chip companies in this audience who were a little cranky with me when I did that because you’re losing revenue,&#34; Raimondo explained. &#34;Such is life. Protecting our national security matters more than short-term revenue.&#34;</p><p>&#34;If you redesign a chip around a particular cut line that enables them to do AI, I’m going to control it the very next day,&#34; she added.</p><p>A spokesperson for Nvidia told FOX Business, &#34;We are engaged with the U.S. government and, following the government’s clear guidelines, are working to offer compliant data center solutions to customers worldwide.&#34;</p><p>The Commerce Department did not immediately respond to a request for comment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47117846bd721f58dd9e679d6d85157b\" tg-width=\"1280\" tg-height=\"720\"/></p><p> Nvidia CFO Colette Kress said on a November 2023 earnings call that about one-fourth of the revenue from the company&#39;s data center segment comes from countries subject to export controls.</p><p>The Biden administration issued a broad set of export controls broadly aimed at restricting China’s access to the most advanced AI chips that can serve dual-use purposes in October 2022. The administration expanded on those restrictions this fall with another round of export controls.</p><p>Nvidia has sold its A800 and H800 AI chips in the Chinese market as recently as this summer, which are modified versions of more powerful products like the A100 and H100 in its portfolio that have been subject to export controls. The A800 and H800 chips, as well as Nvidia’s L40S chips, were added to the export control list in mid-October 2023, which Nvidia said came about when the Commerce Dept. sped up the restrictions’ implementation.</p><p>China is locked in a race with the U.S. to achieve technological supremacy in the AI space and needs high-end AI chips from U.S. companies to achieve that.</p><p>China isn’t the only country the U.S. has imposed export controls on that cover AI chips. The Biden administration has also extended those restrictions to Vietnam and several countries in the Middle East, which Nvidia noted includes but isn’t limited to Saudi Arabia and the United Arab Emirates, while Israel is excluded from the export controls.</p><p>During an earnings call last month, Nvidia chief financial officer Colette Kress indicated the company plans to produce products that comply with export controls in the months ahead.</p><p>She noted that about one-fourth of the company’s sales in its data center segment, which generated $14.5 billion in revenue in Q3 of its fiscal year 2024, come from countries covered by the export controls.</p><p>&#34;We expect that our sales to these destinations will decline significantly in the fourth quarter of fiscal 2024, though we believe the decline will be more than offset by strong growth in other regions,&#34; she added.</p></body></html>","source":"yahoofinance","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>US Commerce Secretary to Crack down on Nvidia AI Chips Redesigned to Get Around Trade Curbs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Commerce Secretary to Crack down on Nvidia AI Chips Redesigned to Get Around Trade Curbs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-05 14:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/commerce-secretary-crack-down-nvidia-234417503.html><strong>Fox Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Secretary of Commerce Gina Raimondo put companies like Nvidia that manufacture artificial intelligence (AI) chips on notice that the agency will move to quickly crack down on redesigned chips intended...</p>\n\n<a href=\"https://finance.yahoo.com/news/commerce-secretary-crack-down-nvidia-234417503.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4543":"AI","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","BK4579":"人工智能","BK4141":"半导体产品","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4503":"景林资产持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4551":"寇图资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4581":"高盛持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","BK4529":"IDC概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4592":"伊斯兰概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4585":"ETF&股票定投概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","NVDA":"英伟达","BK4587":"ChatGPT概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://finance.yahoo.com/news/commerce-secretary-crack-down-nvidia-234417503.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2389379815","content_text":"Secretary of Commerce Gina Raimondo put companies like Nvidia that manufacture artificial intelligence (AI) chips on notice that the agency will move to quickly crack down on redesigned chips intended to get around export controls that apply to adversarial countries like China.The Commerce Department has put in place export controls designed to restrict the most advanced AI chips from being sold to countries like China where they could serve a dual-use purpose, aiding the country’s military modernization while also boosting its economic and technological competitiveness. Export controls require companies to obtain a license from federal agencies to sell covered products overseas, effectively giving the government a veto over the transaction.To retain access to lucrative overseas markets affected by the export controls, chipmakers have redesigned modified versions of those chips to make them compliant with the regulations — which has prompted a game of cat-and-mouse as the agency imposes new curbs in response to the reworked chips.\"We cannot let China get these chips. Period. We’re going to deny them our most cutting-edge technology,\" Raimondo said Saturday at the Reagan National Defense Forum in California. Secretary of Commerce Gina Raimondo said that AI chipmakers that redesign AI chips to get around export controls will see the reworked chips subjected to those controls as well.\"I know there are CEOs of chip companies in this audience who were a little cranky with me when I did that because you’re losing revenue,\" Raimondo explained. \"Such is life. Protecting our national security matters more than short-term revenue.\"\"If you redesign a chip around a particular cut line that enables them to do AI, I’m going to control it the very next day,\" she added.A spokesperson for Nvidia told FOX Business, \"We are engaged with the U.S. government and, following the government’s clear guidelines, are working to offer compliant data center solutions to customers worldwide.\"The Commerce Department did not immediately respond to a request for comment. Nvidia CFO Colette Kress said on a November 2023 earnings call that about one-fourth of the revenue from the company's data center segment comes from countries subject to export controls.The Biden administration issued a broad set of export controls broadly aimed at restricting China’s access to the most advanced AI chips that can serve dual-use purposes in October 2022. The administration expanded on those restrictions this fall with another round of export controls.Nvidia has sold its A800 and H800 AI chips in the Chinese market as recently as this summer, which are modified versions of more powerful products like the A100 and H100 in its portfolio that have been subject to export controls. The A800 and H800 chips, as well as Nvidia’s L40S chips, were added to the export control list in mid-October 2023, which Nvidia said came about when the Commerce Dept. sped up the restrictions’ implementation.China is locked in a race with the U.S. to achieve technological supremacy in the AI space and needs high-end AI chips from U.S. companies to achieve that.China isn’t the only country the U.S. has imposed export controls on that cover AI chips. The Biden administration has also extended those restrictions to Vietnam and several countries in the Middle East, which Nvidia noted includes but isn’t limited to Saudi Arabia and the United Arab Emirates, while Israel is excluded from the export controls.During an earnings call last month, Nvidia chief financial officer Colette Kress indicated the company plans to produce products that comply with export controls in the months ahead.She noted that about one-fourth of the company’s sales in its data center segment, which generated $14.5 billion in revenue in Q3 of its fiscal year 2024, come from countries covered by the export controls.\"We expect that our sales to these destinations will decline significantly in the fourth quarter of fiscal 2024, though we believe the decline will be more than offset by strong growth in other regions,\" she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231615396802720,"gmtCreate":1697555783886,"gmtModify":1697555868736,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"America is one of the most disgusting country in this human world. Hope it can get destroyed by itself asap. 🙏🙏🙏","listText":"America is one of the most disgusting country in this human world. Hope it can get destroyed by itself asap. 🙏🙏🙏","text":"America is one of the most disgusting country in this human world. Hope it can get destroyed by itself asap. 🙏🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231615396802720","repostId":"2376489257","repostType":2,"repost":{"id":"2376489257","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1697549705,"share":"https://ttm.financial/m/news/2376489257?lang=&edition=fundamental","pubTime":"2023-10-17 21:35","market":"us","language":"en","title":"Nvidia Shares Plunged 7% as Biden to Cut China off from More Nvidia Chips, Expand Curbs to More Countries","url":"https://stock-news.laohu8.com/highlight/detail?id=2376489257","media":"Reuters","summary":"By Alexandra Alper, Karen Freifeld and Stephen Nellis      WASHINGTON, Oct 17 (Reuters) - The Biden administration said on Tuesday it plans to halt shipments to China of more advanced artificial intel","content":"<html><head></head><body><p>WASHINGTON, Oct 17 (Reuters) - The Biden administration said on Tuesday it plans to halt shipments to China of more advanced artificial intelligence chips designed by Nvidia and others, part of a suite of measures aimed at stopping Beijing from getting cutting-edge U.S. technologies to strengthen its military.</p><p>Nvidia shares plunged 7% on the news in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/866c923ac48d95ce82040d81c7cd8b59\" tg-width=\"805\" tg-height=\"841\"/></p><p>The rules, described by senior administration officials in a press briefing on Monday evening, restrict a broader swathe of advanced chips and chipmaking tools to a greater number of countries including Iran and Russia, and blacklist two more unnamed Chinese companies involved in advanced chipmaking.</p><p>The new measures aim to hamper China&#39;s military development by closing loopholes in regulations released last October and will probably be updated &#34;at least annually,&#34; according to Commerce Department Secretary Gina Raimondo.</p><p>The goal is to limit China&#39;s access to &#34;advanced semiconductors that could fuel breakthroughs in artificial intelligence and sophisticated computers that are critical to (Chinese) military applications,&#34; she said, stressing the administration was not seeking to hurt Beijing economically.</p><p>The United States and China are locked in a years-long technology war, but the sweeping curbs released last October further escalated tensions between the superpowers.</p><h2 id=\"id_3263814657\">CHINA-ONLY CHIPS HIT</h2><p>Top AI chip designer Nvidia has made chips such as the A800 and H800 that walked right up the line of the previous rules to continue selling to China, and AMD , also impacted by the rules, has said it plans a similar strategy.</p><p>Nvidia&#39;s business has soared since the imposition of last year&#39;s rules because its China-only chips are still better than alternatives. The Silicon Valley firm is currently selling almost every chip it can procure as worldwide demand outstrips supply, but would be hurt in the long term as Chinese chip firms seek to fill any voids left by U.S. companies.</p><p>Nvidia&#39;s A800 and H800 chips will be hit by the new regulations, due to a change in chip parameters aimed at capturing a greater number of chips.</p><p>But the rules will exempt most consumer chips used in laptops, smartphones and gaming, though some will be subject to licensing and notification requirements by U.S. officials.</p><p>The previous rules imposed a two-pronged test that measured both a chip’s computing performance and its ability to communicate with other chips, an important measure in AI supercomputers where thousands of chips are strung together to chew through huge amounts of data.</p><p>Nvidia and Intel created special chips for the Chinese market that retained the powerful computing capabilities but limited communications speeds to stay inside the previous rules.</p><p>The rules released on Tuesday eliminate the communication speed limits and focus on computing performance, which will have the effect of halting sales of Nvidia&#39;s A800 and H800 chips for the China market, according to a senior administration official.</p><p>U.S. officials on Tuesday added a new measure to restrict chips that exceed a certain level of &#34;performance density,&#34; a measure focused on how much computing power can be packed into a given amount of silicon, a senior administration official said.</p><p>The senior administration official said this rule was meant to prevent companies from trying to work around restrictions on full chips by using a technology called &#34;chiplets,&#34; where firms could try to join together small pieces called chiplets into a large chip that violates the rules.</p><p>Reuters reported in July that chiplets have become a core part of China’s technology strategy to advance its chip industry, and analysts have said that Chinese companies could use the technology to evade U.S. restrictions.</p><h2 id=\"id_3697122454\">LICENSING EXPANDED</h2><p>The new measures also expand licensing requirements for exports of advanced chips to more than 40 additional countries that present risks of diversion to China and are subject to U.S. arms embargoes, the officials said.</p><p>That measure appears to build on a letter received by Nvidia in August that it described as restricting shipments of its A100 and H100 chips beyond China to other regions including some countries in the Middle East.</p><p>Confirming a Reuters report, chips will be barred from being sent to units of firms located anywhere in the world if their parent companies are headquartered in China, Macau and other arms embargoed countries. The move is part of a bid to keep the chips from being illegally smuggled into China or remotely accessed by Chinese parent companies.</p><p>The Biden administration also hit 21 countries outside China with a licensing requirement for chipmaking tools and broadened the list of equipment barred from going to that country.</p><p>Officials took pains to stress that Chinese officials were warned the rules were coming by National Security Advisor Jake Sullivan, Treasury Secretary Janet Yellen and Commerce Secretary Gina Raimondo, confirming a prior Reuters report.</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 Shares Plunged 7% as Biden to Cut China off from More Nvidia Chips, Expand Curbs to More Countries</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 Shares Plunged 7% as Biden to Cut China off from More Nvidia Chips, Expand Curbs to More Countries\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-17 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Oct 17 (Reuters) - The Biden administration said on Tuesday it plans to halt shipments to China of more advanced artificial intelligence chips designed by Nvidia and others, part of a suite of measures aimed at stopping Beijing from getting cutting-edge U.S. technologies to strengthen its military.</p><p>Nvidia shares plunged 7% on the news in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/866c923ac48d95ce82040d81c7cd8b59\" tg-width=\"805\" tg-height=\"841\"/></p><p>The rules, described by senior administration officials in a press briefing on Monday evening, restrict a broader swathe of advanced chips and chipmaking tools to a greater number of countries including Iran and Russia, and blacklist two more unnamed Chinese companies involved in advanced chipmaking.</p><p>The new measures aim to hamper China&#39;s military development by closing loopholes in regulations released last October and will probably be updated &#34;at least annually,&#34; according to Commerce Department Secretary Gina Raimondo.</p><p>The goal is to limit China&#39;s access to &#34;advanced semiconductors that could fuel breakthroughs in artificial intelligence and sophisticated computers that are critical to (Chinese) military applications,&#34; she said, stressing the administration was not seeking to hurt Beijing economically.</p><p>The United States and China are locked in a years-long technology war, but the sweeping curbs released last October further escalated tensions between the superpowers.</p><h2 id=\"id_3263814657\">CHINA-ONLY CHIPS HIT</h2><p>Top AI chip designer Nvidia has made chips such as the A800 and H800 that walked right up the line of the previous rules to continue selling to China, and AMD , also impacted by the rules, has said it plans a similar strategy.</p><p>Nvidia&#39;s business has soared since the imposition of last year&#39;s rules because its China-only chips are still better than alternatives. The Silicon Valley firm is currently selling almost every chip it can procure as worldwide demand outstrips supply, but would be hurt in the long term as Chinese chip firms seek to fill any voids left by U.S. companies.</p><p>Nvidia&#39;s A800 and H800 chips will be hit by the new regulations, due to a change in chip parameters aimed at capturing a greater number of chips.</p><p>But the rules will exempt most consumer chips used in laptops, smartphones and gaming, though some will be subject to licensing and notification requirements by U.S. officials.</p><p>The previous rules imposed a two-pronged test that measured both a chip’s computing performance and its ability to communicate with other chips, an important measure in AI supercomputers where thousands of chips are strung together to chew through huge amounts of data.</p><p>Nvidia and Intel created special chips for the Chinese market that retained the powerful computing capabilities but limited communications speeds to stay inside the previous rules.</p><p>The rules released on Tuesday eliminate the communication speed limits and focus on computing performance, which will have the effect of halting sales of Nvidia&#39;s A800 and H800 chips for the China market, according to a senior administration official.</p><p>U.S. officials on Tuesday added a new measure to restrict chips that exceed a certain level of &#34;performance density,&#34; a measure focused on how much computing power can be packed into a given amount of silicon, a senior administration official said.</p><p>The senior administration official said this rule was meant to prevent companies from trying to work around restrictions on full chips by using a technology called &#34;chiplets,&#34; where firms could try to join together small pieces called chiplets into a large chip that violates the rules.</p><p>Reuters reported in July that chiplets have become a core part of China’s technology strategy to advance its chip industry, and analysts have said that Chinese companies could use the technology to evade U.S. restrictions.</p><h2 id=\"id_3697122454\">LICENSING EXPANDED</h2><p>The new measures also expand licensing requirements for exports of advanced chips to more than 40 additional countries that present risks of diversion to China and are subject to U.S. arms embargoes, the officials said.</p><p>That measure appears to build on a letter received by Nvidia in August that it described as restricting shipments of its A100 and H100 chips beyond China to other regions including some countries in the Middle East.</p><p>Confirming a Reuters report, chips will be barred from being sent to units of firms located anywhere in the world if their parent companies are headquartered in China, Macau and other arms embargoed countries. The move is part of a bid to keep the chips from being illegally smuggled into China or remotely accessed by Chinese parent companies.</p><p>The Biden administration also hit 21 countries outside China with a licensing requirement for chipmaking tools and broadened the list of equipment barred from going to that country.</p><p>Officials took pains to stress that Chinese officials were warned the rules were coming by National Security Advisor Jake Sullivan, Treasury Secretary Janet Yellen and Commerce Secretary Gina Raimondo, confirming a prior Reuters report.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4550":"红杉资本持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0079474960.USD":"联博美国增长基金A","BK4551":"寇图资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4512":"苹果概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","NVDA":"英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","AMD":"美国超微公司","BK4529":"IDC概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4515":"5G概念","BK4592":"伊斯兰概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4567":"ESG概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","INTC":"英特尔","BK4575":"芯片概念","BK4566":"资本集团","BK4587":"ChatGPT概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4535":"淡马锡持仓","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4579":"人工智能"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2376489257","content_text":"WASHINGTON, Oct 17 (Reuters) - The Biden administration said on Tuesday it plans to halt shipments to China of more advanced artificial intelligence chips designed by Nvidia and others, part of a suite of measures aimed at stopping Beijing from getting cutting-edge U.S. technologies to strengthen its military.Nvidia shares plunged 7% on the news in morning trading.The rules, described by senior administration officials in a press briefing on Monday evening, restrict a broader swathe of advanced chips and chipmaking tools to a greater number of countries including Iran and Russia, and blacklist two more unnamed Chinese companies involved in advanced chipmaking.The new measures aim to hamper China's military development by closing loopholes in regulations released last October and will probably be updated \"at least annually,\" according to Commerce Department Secretary Gina Raimondo.The goal is to limit China's access to \"advanced semiconductors that could fuel breakthroughs in artificial intelligence and sophisticated computers that are critical to (Chinese) military applications,\" she said, stressing the administration was not seeking to hurt Beijing economically.The United States and China are locked in a years-long technology war, but the sweeping curbs released last October further escalated tensions between the superpowers.CHINA-ONLY CHIPS HITTop AI chip designer Nvidia has made chips such as the A800 and H800 that walked right up the line of the previous rules to continue selling to China, and AMD , also impacted by the rules, has said it plans a similar strategy.Nvidia's business has soared since the imposition of last year's rules because its China-only chips are still better than alternatives. The Silicon Valley firm is currently selling almost every chip it can procure as worldwide demand outstrips supply, but would be hurt in the long term as Chinese chip firms seek to fill any voids left by U.S. companies.Nvidia's A800 and H800 chips will be hit by the new regulations, due to a change in chip parameters aimed at capturing a greater number of chips.But the rules will exempt most consumer chips used in laptops, smartphones and gaming, though some will be subject to licensing and notification requirements by U.S. officials.The previous rules imposed a two-pronged test that measured both a chip’s computing performance and its ability to communicate with other chips, an important measure in AI supercomputers where thousands of chips are strung together to chew through huge amounts of data.Nvidia and Intel created special chips for the Chinese market that retained the powerful computing capabilities but limited communications speeds to stay inside the previous rules.The rules released on Tuesday eliminate the communication speed limits and focus on computing performance, which will have the effect of halting sales of Nvidia's A800 and H800 chips for the China market, according to a senior administration official.U.S. officials on Tuesday added a new measure to restrict chips that exceed a certain level of \"performance density,\" a measure focused on how much computing power can be packed into a given amount of silicon, a senior administration official said.The senior administration official said this rule was meant to prevent companies from trying to work around restrictions on full chips by using a technology called \"chiplets,\" where firms could try to join together small pieces called chiplets into a large chip that violates the rules.Reuters reported in July that chiplets have become a core part of China’s technology strategy to advance its chip industry, and analysts have said that Chinese companies could use the technology to evade U.S. restrictions.LICENSING EXPANDEDThe new measures also expand licensing requirements for exports of advanced chips to more than 40 additional countries that present risks of diversion to China and are subject to U.S. arms embargoes, the officials said.That measure appears to build on a letter received by Nvidia in August that it described as restricting shipments of its A100 and H100 chips beyond China to other regions including some countries in the Middle East.Confirming a Reuters report, chips will be barred from being sent to units of firms located anywhere in the world if their parent companies are headquartered in China, Macau and other arms embargoed countries. The move is part of a bid to keep the chips from being illegally smuggled into China or remotely accessed by Chinese parent companies.The Biden administration also hit 21 countries outside China with a licensing requirement for chipmaking tools and broadened the list of equipment barred from going to that country.Officials took pains to stress that Chinese officials were warned the rules were coming by National Security Advisor Jake Sullivan, Treasury Secretary Janet Yellen and Commerce Secretary Gina Raimondo, confirming a prior Reuters report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186527928889496,"gmtCreate":1686578478837,"gmtModify":1686578481204,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186527928889496","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186346398822520,"gmtCreate":1686534134549,"gmtModify":1686534137412,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186346398822520","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970256846,"gmtCreate":1684504525385,"gmtModify":1684504528082,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970256846","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970298156,"gmtCreate":1684452788875,"gmtModify":1684452793981,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"Power power. Lets go!","listText":"Power power. Lets go!","text":"Power power. Lets go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970298156","repostId":"2336346410","repostType":2,"repost":{"id":"2336346410","kind":"highlight","pubTimestamp":1684414417,"share":"https://ttm.financial/m/news/2336346410?lang=&edition=fundamental","pubTime":"2023-05-18 20:53","market":"us","language":"en","title":"Tesla Stock: Strong Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2336346410","media":"Seeking Alpha","summary":"SummaryIn spite of its Q1 earnings miss, Tesla, Inc. continues to break its own records, and the com","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>In spite of its Q1 earnings miss, Tesla, Inc. continues to break its own records, and the company&#39;s automotive models are becoming bestsellers across the globe.</p></li><li><p>I see Tesla&#39;s price war as a mighty weapon to unlock long-term sustainable cash inflows.</p></li><li><p>My valuation analysis suggests Tesla stock is still massively undervalued.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/376fabc6addb015088c8d8fb417ee900\" alt=\"Justin Sullivan\" title=\"Justin Sullivan\" tg-width=\"750\" tg-height=\"454\"/><span>Justin Sullivan</span></p><h2>Investment thesis</h2><p>I shared my initial bullish analysis on the <strong>Tesla, Inc.</strong> (NASDAQ:TSLA) stock two months ago. The stock has underperformed the broad market since then, delivering a 7.72% decline compared to more than 5% growth for the S&amp;P 500 Index (SP500).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dde90932010ba6bb7d1e830ad3f358b\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"328\" tg-height=\"458\"/><span>Seeking Alpha</span></p><p>The company faces headwinds due to the current harsh macro environment, but I am convinced they are temporary and not secular. In my new article, I analyze recent developments and update my valuation analysis to explain why I am increasing my position in the stock. TSLA stock is attractively valued, and Tesla has the strongest position among all automakers, both legacy (&#34;ICE&#34;) and electric vehicle (&#34;EV&#34;), to weather the current storm in the broad environment.</p><h2>Recent developments</h2><p>Let me start with the latest earnings, released on April 19, 2023. The company delivered a tiny miss in revenue and EPS, and TSLA stock responded with a more than 8% decline after the earnings release. The miss was ridiculously small, so the market overreacted, in my opinion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e7851d29c19022e77555664433a7da7\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"237\"/><span>Seeking Alpha</span></p><p>Revenue increased 24% YoY and declined about 4% sequentially. Earnings showed a YoY decline sequentially due to weaker gross margin performance as the company addressed decelerating demand growth with discounts. I see discounts as an intelligent move by Tesla management, especially given the company&#39;s strong pricing power thanks to best-in-class profitability metrics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9610c4627c93f59b3f25f0f881d5ee9a\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"255\"/><span>Seeking Alpha</span></p><p>If we dig deeper into pricing power, I would also like to underline that Tesla is the only company with a net cash position, compared to major automakers with the strongest liquidity position.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f47001a37129391a05e30d3a4fdac3ba\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"283\"/><span>Seeking Alpha</span></p><p>For me, it is apparent that competitors cannot win in the price war initiated by Tesla if they do not want to go bankrupt. Thus, it is highly likely that Tesla will increase market share during this macro turmoil at competitors&#39; expense. If we consider the EV business nature, increasing sales and market share for Tesla is the most important, in my opinion. First, the company is aggressively ramping up production with long-term investments in CAPEX, so it is a long play to where the market leader will take it all. Second, the nature of EVs gives the company cross-selling opportunities like new software or superchargers. It is not just about getting profit from selling a durable product to customers. Still, it is about creating a base to unlock additional sustainable and forecastable sources of income apart from automotive sales. Thus, I am very positive about Tesla&#39;s management decision to sacrifice margins over the short term to sustain more earnings potential over the long term.</p><p>There are signs that discounts are working well. For example, Model Y became Europe&#39;s best-selling car in Q1 2023, according to Fleetnews. Model Y is also number one this year in Germany, looking at April&#39;s normalized trailing quarter. Model 3 is very close to the top-3 in Germany, by the way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/889b9a0cda336393da18c893d35384a6\" alt=\"Cleantechnica.com\" title=\"Cleantechnica.com\" tg-width=\"640\" tg-height=\"466\"/><span>Cleantechnica.com</span></p><p>We also have fresh April sales data from Australia, the world&#39;s 13th-largest economy by GDP. Tesla continues to dominate the Australian EV market, selling more cars in the first 4 months of 2023 than during the whole of 2021.</p><p>For the full 2023, Elon Musk reiterated the target to deliver 1.8 vehicles, with a best-case scenario of 2 million, which represents almost 40% growth compared to 2022. Other important information from the Q1 earnings call regarding the automotive segment included plans to conduct a delivery event for Cybertruck during Q3 2023. According to Gary Black, Cybertruck can help Tesla to overperform in terms of base case deliveries goal to achieve total of 1.9 million vehicle deliveries in 2023. That can be the case, especially given an amazingly large backlog for the Cybertruck.</p><p>Other segments demonstrated impressive growth YoY, though Energy and Services segment sales represented less than 15% of total quarterly sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57b3cb852f00c498f6aed9a5a5d23a3a\" alt=\"Tesla&#39;s latest earnings presentation\" title=\"Tesla&#39;s latest earnings presentation\" tg-width=\"640\" tg-height=\"77\"/><span>Tesla&#39;s latest earnings presentation</span></p><p>What I would like to underline is that Energy Generation and Storage segment sales increased 148% YoY, reflecting stronger Powerwall and Megapack deployments. During the earnings call, management said that demand outweighs production capacity. According to Elon Musk, Tesla is now boosting production at a dedicated Megapack factory to help meet the increased demand.</p><p>What also has improved my optimism in recent developments is the release regarding the new Twitter CEO. It means that Elon Musk will step down as Twitter&#39;s boss and will now have more capacity to involve himself in Tesla&#39;s business. For me, as an investor, it is a positive sign.</p><p>Yesterday, on May 16, Tesla conducted its annual general meeting with shareholders, where Elon Musk shared the future prospects of the company. For me, the most important was the piece of information regarding the Full-Self Driving [FSD] developments. According to the CEO, the software is &#34;getting close to where it&#39;s safer than human driving&#34; and reiterated his expectations that the system should be ready during 2023.</p><p>Overall, I am quite positive about recent developments for Tesla, especially the way the company addresses current headwinds without sacrificing long-term goals and strategy</p><h2>Valuation update</h2><p>A lot has happened since my previous valuation analysis was conducted. Therefore I need to update it with more reasonable assumptions. First, for WACC, this time, I use 11%, which is the highest point of the range provided by valueinvesting.io. Second, given the challenging environment and Tesla&#39;s discounts to address slowing demand, I revise free cash flow (&#34;FCF&#34;) estimates to be more conservative. For FCF margin, I use 3.25%, which is FY 2022 levered FCF less stock-based compensation (&#34;SBC&#34;). And I also use revised consensus revenue estimates which project a 21% CAGR over the next decade, one percentage point lower than earlier. I expect the FCF margin to expand one percentage point per year between 2023 and 2025 and to accelerate to 150 basis points for the years beyond as the tough macro environment will ease.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/928e944b1457b278bcbeb53b9148e8d2\" alt=\"Author&#39;s calculations\" title=\"Author&#39;s calculations\" tg-width=\"640\" tg-height=\"224\"/><span>Author&#39;s calculations</span></p><p>As we can see, after incorporating all assumptions into the model, TSLA stock is massively undervalued, with tremendous upside potential. But I would like to simulate an additional scenario with a less favorable revenue growth rate and other assumptions remaining unchanged. There are different forecasts on the overall EV market growth rate till 2030, but I prefer to use a more conservative 17.3% CAGR provided by vantagemarketresearch.com and round it down to 16% to be on the safer side.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/887f69fa38f250720d2e2fd5248ea455\" alt=\"Author&#39;s calculations\" title=\"Author&#39;s calculations\" tg-width=\"640\" tg-height=\"235\"/><span>Author&#39;s calculations</span></p><p>As you can see, even under a much more pessimistic revenue growth trajectory, the stock has substantial upside potential. If you would like to know the &#34;break-even&#34; growth rate where NPV becomes close to zero, it would be 13.1% CAGR, according to my valuation model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a7e93f50e310a82337c9b1ab4b0738c\" alt=\"Author&#39;s calculation\" title=\"Author&#39;s calculation\" tg-width=\"640\" tg-height=\"237\"/><span>Author&#39;s calculation</span></p><p>I am highly convinced that 13.1% CAGR is doable for Tesla, given the secular global shift to EV, where the company is a leader with a strong brand and customer loyalty. Thus, I believe that the margin of safety is vast here.</p><p>Also, if we look from a valuation ratios standpoint, we can see that current multiples are much lower than 5-year averages, which for me, also suggests undervaluation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ea653926e99114a47f543740e7bd721\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"499\"/><span>Seeking Alpha</span></p><h2>Risks update</h2><p>As we have seen, Tesla has vast pricing power to address weakening demand due to challenges in the macroenvironment, including probable recession for most of the developed economies, which are the most aggressive EV adopters. But there is rather high uncertainty in terms of the extent and severity of the recession. I am confident that Tesla will weather the storm, but broader conditions will affect its revenue growth and margins expansion pace. These metrics, in turn, will directly affect valuations, meaning that the tougher the recession will be, the longer it will take Tesla to achieve its long-term goals.</p><p>The possible global credit crunch also poses additional risks for Tesla. With fewer credits and loans available for vehicle buyers demand will continue to soften. A vehicle is a durable good that is usually financed by either loan or lease. With higher base rates from central banks, all financial services become much more expensive for consumers, including loans/leases and insurance as well. The chronological length of the credit crunch together with the probable recession should significantly affect Tesla&#39;s growth prospects.</p><h2>Bottom line</h2><p>Overall, I reiterate my strong buy thesis for Tesla, Inc. stock. The company apparently faces multiple headwinds in the current broad reality, but Tesla has everything to weather the storm, including unmatched pricing power together with the solid balance sheet. My valuation analysis suggests TSLA stock has massive upside potential and it is the reason I am adding Tesla to my portfolio at current levels. Risks are in place, but I believe that the potential Tesla, Inc. upside outweighs them by far.</p><p><em>This article is written by </em><strong><em>Dair Sansyzbayev</em></strong><em> for reference only. Please note the risks.</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Strong Buy?</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; 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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\">\nTesla Stock: Strong Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-18 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4605486-tesla-stock-reiterating-strong-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn spite of its Q1 earnings miss, Tesla, Inc. continues to break its own records, and the company's automotive models are becoming bestsellers across the globe.I see Tesla's price war as a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4605486-tesla-stock-reiterating-strong-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4527":"明星科技股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4588":"碎股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4550":"红杉资本持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","LU0056508442.USD":"贝莱德世界科技基金A2","BK4551":"寇图资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉","BK4511":"特斯拉概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4099":"汽车制造商","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://seekingalpha.com/article/4605486-tesla-stock-reiterating-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2336346410","content_text":"SummaryIn spite of its Q1 earnings miss, Tesla, Inc. continues to break its own records, and the company's automotive models are becoming bestsellers across the globe.I see Tesla's price war as a mighty weapon to unlock long-term sustainable cash inflows.My valuation analysis suggests Tesla stock is still massively undervalued.Justin SullivanInvestment thesisI shared my initial bullish analysis on the Tesla, Inc. (NASDAQ:TSLA) stock two months ago. The stock has underperformed the broad market since then, delivering a 7.72% decline compared to more than 5% growth for the S&P 500 Index (SP500).Seeking AlphaThe company faces headwinds due to the current harsh macro environment, but I am convinced they are temporary and not secular. In my new article, I analyze recent developments and update my valuation analysis to explain why I am increasing my position in the stock. TSLA stock is attractively valued, and Tesla has the strongest position among all automakers, both legacy (\"ICE\") and electric vehicle (\"EV\"), to weather the current storm in the broad environment.Recent developmentsLet me start with the latest earnings, released on April 19, 2023. The company delivered a tiny miss in revenue and EPS, and TSLA stock responded with a more than 8% decline after the earnings release. The miss was ridiculously small, so the market overreacted, in my opinion.Seeking AlphaRevenue increased 24% YoY and declined about 4% sequentially. Earnings showed a YoY decline sequentially due to weaker gross margin performance as the company addressed decelerating demand growth with discounts. I see discounts as an intelligent move by Tesla management, especially given the company's strong pricing power thanks to best-in-class profitability metrics.Seeking AlphaIf we dig deeper into pricing power, I would also like to underline that Tesla is the only company with a net cash position, compared to major automakers with the strongest liquidity position.Seeking AlphaFor me, it is apparent that competitors cannot win in the price war initiated by Tesla if they do not want to go bankrupt. Thus, it is highly likely that Tesla will increase market share during this macro turmoil at competitors' expense. If we consider the EV business nature, increasing sales and market share for Tesla is the most important, in my opinion. First, the company is aggressively ramping up production with long-term investments in CAPEX, so it is a long play to where the market leader will take it all. Second, the nature of EVs gives the company cross-selling opportunities like new software or superchargers. It is not just about getting profit from selling a durable product to customers. Still, it is about creating a base to unlock additional sustainable and forecastable sources of income apart from automotive sales. Thus, I am very positive about Tesla's management decision to sacrifice margins over the short term to sustain more earnings potential over the long term.There are signs that discounts are working well. For example, Model Y became Europe's best-selling car in Q1 2023, according to Fleetnews. Model Y is also number one this year in Germany, looking at April's normalized trailing quarter. Model 3 is very close to the top-3 in Germany, by the way.Cleantechnica.comWe also have fresh April sales data from Australia, the world's 13th-largest economy by GDP. Tesla continues to dominate the Australian EV market, selling more cars in the first 4 months of 2023 than during the whole of 2021.For the full 2023, Elon Musk reiterated the target to deliver 1.8 vehicles, with a best-case scenario of 2 million, which represents almost 40% growth compared to 2022. Other important information from the Q1 earnings call regarding the automotive segment included plans to conduct a delivery event for Cybertruck during Q3 2023. According to Gary Black, Cybertruck can help Tesla to overperform in terms of base case deliveries goal to achieve total of 1.9 million vehicle deliveries in 2023. That can be the case, especially given an amazingly large backlog for the Cybertruck.Other segments demonstrated impressive growth YoY, though Energy and Services segment sales represented less than 15% of total quarterly sales.Tesla's latest earnings presentationWhat I would like to underline is that Energy Generation and Storage segment sales increased 148% YoY, reflecting stronger Powerwall and Megapack deployments. During the earnings call, management said that demand outweighs production capacity. According to Elon Musk, Tesla is now boosting production at a dedicated Megapack factory to help meet the increased demand.What also has improved my optimism in recent developments is the release regarding the new Twitter CEO. It means that Elon Musk will step down as Twitter's boss and will now have more capacity to involve himself in Tesla's business. For me, as an investor, it is a positive sign.Yesterday, on May 16, Tesla conducted its annual general meeting with shareholders, where Elon Musk shared the future prospects of the company. For me, the most important was the piece of information regarding the Full-Self Driving [FSD] developments. According to the CEO, the software is \"getting close to where it's safer than human driving\" and reiterated his expectations that the system should be ready during 2023.Overall, I am quite positive about recent developments for Tesla, especially the way the company addresses current headwinds without sacrificing long-term goals and strategyValuation updateA lot has happened since my previous valuation analysis was conducted. Therefore I need to update it with more reasonable assumptions. First, for WACC, this time, I use 11%, which is the highest point of the range provided by valueinvesting.io. Second, given the challenging environment and Tesla's discounts to address slowing demand, I revise free cash flow (\"FCF\") estimates to be more conservative. For FCF margin, I use 3.25%, which is FY 2022 levered FCF less stock-based compensation (\"SBC\"). And I also use revised consensus revenue estimates which project a 21% CAGR over the next decade, one percentage point lower than earlier. I expect the FCF margin to expand one percentage point per year between 2023 and 2025 and to accelerate to 150 basis points for the years beyond as the tough macro environment will ease.Author's calculationsAs we can see, after incorporating all assumptions into the model, TSLA stock is massively undervalued, with tremendous upside potential. But I would like to simulate an additional scenario with a less favorable revenue growth rate and other assumptions remaining unchanged. There are different forecasts on the overall EV market growth rate till 2030, but I prefer to use a more conservative 17.3% CAGR provided by vantagemarketresearch.com and round it down to 16% to be on the safer side.Author's calculationsAs you can see, even under a much more pessimistic revenue growth trajectory, the stock has substantial upside potential. If you would like to know the \"break-even\" growth rate where NPV becomes close to zero, it would be 13.1% CAGR, according to my valuation model.Author's calculationI am highly convinced that 13.1% CAGR is doable for Tesla, given the secular global shift to EV, where the company is a leader with a strong brand and customer loyalty. Thus, I believe that the margin of safety is vast here.Also, if we look from a valuation ratios standpoint, we can see that current multiples are much lower than 5-year averages, which for me, also suggests undervaluation.Seeking AlphaRisks updateAs we have seen, Tesla has vast pricing power to address weakening demand due to challenges in the macroenvironment, including probable recession for most of the developed economies, which are the most aggressive EV adopters. But there is rather high uncertainty in terms of the extent and severity of the recession. I am confident that Tesla will weather the storm, but broader conditions will affect its revenue growth and margins expansion pace. These metrics, in turn, will directly affect valuations, meaning that the tougher the recession will be, the longer it will take Tesla to achieve its long-term goals.The possible global credit crunch also poses additional risks for Tesla. With fewer credits and loans available for vehicle buyers demand will continue to soften. A vehicle is a durable good that is usually financed by either loan or lease. With higher base rates from central banks, all financial services become much more expensive for consumers, including loans/leases and insurance as well. The chronological length of the credit crunch together with the probable recession should significantly affect Tesla's growth prospects.Bottom lineOverall, I reiterate my strong buy thesis for Tesla, Inc. stock. The company apparently faces multiple headwinds in the current broad reality, but Tesla has everything to weather the storm, including unmatched pricing power together with the solid balance sheet. My valuation analysis suggests TSLA stock has massive upside potential and it is the reason I am adding Tesla to my portfolio at current levels. Risks are in place, but I believe that the potential Tesla, Inc. upside outweighs them by far.This article is written by Dair Sansyzbayev for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010793545,"gmtCreate":1648465904161,"gmtModify":1676534341145,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"Wtf....? Pre Market soaring 7%??? What happened???","listText":"Wtf....? Pre Market soaring 7%??? What happened???","text":"Wtf....? Pre Market soaring 7%??? What happened???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010793545","repostId":"2222744850","repostType":2,"repost":{"id":"2222744850","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648448661,"share":"https://ttm.financial/m/news/2222744850?lang=&edition=fundamental","pubTime":"2022-03-28 14:24","market":"us","language":"en","title":"Tesla Suspends Shanghai Factory Output for Four Days on Covid Curbs -Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2222744850","media":"Reuters","summary":"SHANGHAI, March 28 (Reuters) - U.S. automaker Tesla is suspending production at its Shanghai factory","content":"<html><head></head><body><p>SHANGHAI, March 28 (Reuters) - U.S. automaker Tesla is suspending production at its Shanghai factory for four days after the financial hub said on Sunday it would lock down in two stages to carry out mass testing for COVID 19, two people familiar with the matter said.</p><p>The company has notified its workers and suppliers of the move, the people said.</p><p>It initially attempted to create a closed loop to continue production and called workers in on Sunday, one of the sources said. However, it allowed them to leave that evening after it decided it did not have enough provisions for them, the source added.</p><p>Tesla declined to comment on whether production had been suspended. In a statement to Reuters it said that it always strived to fulfil its epidemic prevention responsibilities and that it believed Shanghai&#39;s COVID-19 measures helped lay the foundation for the city&#39;s future development.</p><p>Shanghai said on Sunday it would lock down the city in two stages to carry out COVID-19 testing over nine days.</p><p>Authorities said they would divide Shanghai in two for the exercise, using the Huangpu River that passes through the city as a guide.</p><p>The Tesla factory is in the Lingang district of Pudong new area, which is part of Shanghai&#39;s first lockdown stage. Its lockdown started early on Monday and is scheduled to last until Friday morning.</p><p>Tesla had already in mid-March suspended production at the Shanghai factory for two days after the city rolled out strict movement controls and carried out mass testing.</p><p>Its Shanghai factory produces cars for the China market and is also a crucial export hub to Germany and Japan. It delivered 56,515 vehicles in February, including 33,315 for export, according to the China Passenger Car Association.</p><p>That amounts to an average of about 2,018 vehicles a day.</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>Tesla Suspends Shanghai Factory Output for Four Days on Covid Curbs -Sources</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\">\nTesla Suspends Shanghai Factory Output for Four Days on Covid Curbs -Sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-28 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SHANGHAI, March 28 (Reuters) - U.S. automaker Tesla is suspending production at its Shanghai factory for four days after the financial hub said on Sunday it would lock down in two stages to carry out mass testing for COVID 19, two people familiar with the matter said.</p><p>The company has notified its workers and suppliers of the move, the people said.</p><p>It initially attempted to create a closed loop to continue production and called workers in on Sunday, one of the sources said. However, it allowed them to leave that evening after it decided it did not have enough provisions for them, the source added.</p><p>Tesla declined to comment on whether production had been suspended. In a statement to Reuters it said that it always strived to fulfil its epidemic prevention responsibilities and that it believed Shanghai&#39;s COVID-19 measures helped lay the foundation for the city&#39;s future development.</p><p>Shanghai said on Sunday it would lock down the city in two stages to carry out COVID-19 testing over nine days.</p><p>Authorities said they would divide Shanghai in two for the exercise, using the Huangpu River that passes through the city as a guide.</p><p>The Tesla factory is in the Lingang district of Pudong new area, which is part of Shanghai&#39;s first lockdown stage. Its lockdown started early on Monday and is scheduled to last until Friday morning.</p><p>Tesla had already in mid-March suspended production at the Shanghai factory for two days after the city rolled out strict movement controls and carried out mass testing.</p><p>Its Shanghai factory produces cars for the China market and is also a crucial export hub to Germany and Japan. It delivered 56,515 vehicles in February, including 33,315 for export, according to the China Passenger Car Association.</p><p>That amounts to an average of about 2,018 vehicles a day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222744850","content_text":"SHANGHAI, March 28 (Reuters) - U.S. automaker Tesla is suspending production at its Shanghai factory for four days after the financial hub said on Sunday it would lock down in two stages to carry out mass testing for COVID 19, two people familiar with the matter said.The company has notified its workers and suppliers of the move, the people said.It initially attempted to create a closed loop to continue production and called workers in on Sunday, one of the sources said. However, it allowed them to leave that evening after it decided it did not have enough provisions for them, the source added.Tesla declined to comment on whether production had been suspended. In a statement to Reuters it said that it always strived to fulfil its epidemic prevention responsibilities and that it believed Shanghai's COVID-19 measures helped lay the foundation for the city's future development.Shanghai said on Sunday it would lock down the city in two stages to carry out COVID-19 testing over nine days.Authorities said they would divide Shanghai in two for the exercise, using the Huangpu River that passes through the city as a guide.The Tesla factory is in the Lingang district of Pudong new area, which is part of Shanghai's first lockdown stage. Its lockdown started early on Monday and is scheduled to last until Friday morning.Tesla had already in mid-March suspended production at the Shanghai factory for two days after the city rolled out strict movement controls and carried out mass testing.Its Shanghai factory produces cars for the China market and is also a crucial export hub to Germany and Japan. It delivered 56,515 vehicles in February, including 33,315 for export, according to the China Passenger Car Association.That amounts to an average of about 2,018 vehicles a day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":357824798216304,"gmtCreate":1728379891069,"gmtModify":1728379894897,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 before 31 Dec&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 before 31 Dec&nbsp;","text":"$NVIDIA Corp(NVDA)$ $150 before 31 Dec","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357824798216304","repostId":"2473544530","repostType":2,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396058337841336,"gmtCreate":1737718863804,"gmtModify":1737718868470,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"This kind of headlines always come after Nvidia makes a run. Manipulations and deliberate repression of price by whales.","listText":"This kind of headlines always come after Nvidia makes a run. Manipulations and deliberate repression of price by whales.","text":"This kind of headlines always come after Nvidia makes a run. Manipulations and deliberate repression of price by whales.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396058337841336","repostId":"2505390538","repostType":2,"repost":{"id":"2505390538","kind":"highlight","pubTimestamp":1737711378,"share":"https://ttm.financial/m/news/2505390538?lang=&edition=fundamental","pubTime":"2025-01-24 17:36","market":"us","language":"en","title":"Nvidia Faces Volatility After Supplier Cites Weak 2025 Chip Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2505390538","media":"GuruFocus.com","summary":"SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia  faces votatility in premarket trading Friday.GuruFocus has detected 4 Warning Signs with NVDA.Key supplier of memory chips for Nvidia GPUs for AI applications, SK Hynix, sounded a note of caution about future demand. Although the company still sticks to its key long-term outlook of 2025, CFO Woo-Hyun Kim mentioned on a post-earnings call Thursday that it could be hit by risks such as inventory adjustments at PC and smartphone OEMs, trade protectionism and geopolitical risks.Nvidia bounced back from comments like these, bouncing up to close the Thursday session off flat and down as much as 2% after the comments from them.SK Hynix's cautions seem to indicate that the cyclic nature of memory chip suppliers would always remain fragile in terms of demand swings. However, with the company's stock outperforming the estimates, the company's cautious outlook meshes with worries a","content":"<html><body><p>SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia (NVDA, Financial) faces votatility in premarket trading Friday.</p>\n<ul>\n<li>Warning! GuruFocus has detected 4 Warning Signs with NVDA.</li>\n</ul>\n<p>Key supplier of memory chips for Nvidia GPUs for AI applications, SK Hynix, sounded a note of caution about future demand. Although the company still sticks to its key long-term outlook of 2025, CFO Woo-Hyun Kim mentioned on a post-earnings call Thursday that it could be hit by risks such as inventory adjustments at PC and smartphone OEMs, trade protectionism and geopolitical risks.</p>\n<p>Nvidia bounced back from comments like these, bouncing up to close the Thursday session off flat and down as much as 2% after the comments from them.</p>\n<p>The semiconductor sector is continuing to feel pressure from inventory corrections and global economic uncertainties. Tensions are still high over geopolitics and shielded trade, according to analysts. Demand has soared in recent years on the back of artificial intelligence and cloud computing, but the industry's recovery looks fragile.</p>\n<p>SK Hynix's cautions seem to indicate that the cyclic nature of memory chip suppliers would always remain fragile in terms of demand swings. However, with the company's stock outperforming the estimates, the company's cautious outlook meshes with worries affecting the industry.</p>This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","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 Faces Volatility After Supplier Cites Weak 2025 Chip Demand</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 Faces Volatility After Supplier Cites Weak 2025 Chip Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-24 17:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-faces-volatility-supplier-cites-093618516.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia (NVDA, Financial) faces votatility in premarket trading Friday.\n\nWarning! GuruFocus ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-faces-volatility-supplier-cites-093618516.html\">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://finance.yahoo.com/news/nvidia-faces-volatility-supplier-cites-093618516.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2505390538","content_text":"SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia (NVDA, Financial) faces votatility in premarket trading Friday.\n\nWarning! GuruFocus has detected 4 Warning Signs with NVDA.\n\nKey supplier of memory chips for Nvidia GPUs for AI applications, SK Hynix, sounded a note of caution about future demand. Although the company still sticks to its key long-term outlook of 2025, CFO Woo-Hyun Kim mentioned on a post-earnings call Thursday that it could be hit by risks such as inventory adjustments at PC and smartphone OEMs, trade protectionism and geopolitical risks.\nNvidia bounced back from comments like these, bouncing up to close the Thursday session off flat and down as much as 2% after the comments from them.\nThe semiconductor sector is continuing to feel pressure from inventory corrections and global economic uncertainties. Tensions are still high over geopolitics and shielded trade, according to analysts. Demand has soared in recent years on the back of artificial intelligence and cloud computing, but the industry's recovery looks fragile.\nSK Hynix's cautions seem to indicate that the cyclic nature of memory chip suppliers would always remain fragile in terms of demand swings. However, with the company's stock outperforming the estimates, the company's cautious outlook meshes with worries affecting the industry.This article first appeared on \nGuruFocus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094515239,"gmtCreate":1645180477427,"gmtModify":1676534006283,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share price down... they dont want TESLA to succeed.... the dark side need to prove themselves right by making TESLA a failure... wtf","listText":"The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share price down... they dont want TESLA to succeed.... the dark side need to prove themselves right by making TESLA a failure... wtf","text":"The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share price down... they dont want TESLA to succeed.... the dark side need to prove themselves right by making TESLA a failure... wtf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094515239","repostId":"1101819811","repostType":2,"repost":{"id":"1101819811","kind":"news","pubTimestamp":1645170547,"share":"https://ttm.financial/m/news/1101819811?lang=&edition=fundamental","pubTime":"2022-02-18 15:49","market":"us","language":"en","title":"Tesla Plunges Seven Spots in Annual Consumer Reports Ranking","url":"https://stock-news.laohu8.com/highlight/detail?id=1101819811","media":"CNN Business","summary":"(CNN)Consumer Reports took a decidedly more negative view of Tesla in this year's rankings of vehicl","content":"<html><head></head><body><p>(CNN)Consumer Reports took a decidedly more negative view of Tesla in this year&#39;s rankings of vehicles.</p><p>The Model 3, which had been its top pick among EV models, lost that distinction to the Ford Mustang Mach-E. The Model 3 now has the third best ranking among EVs, behind the Mach-E and the Kia Niro.</p><p>Tesla plunged seven spots to No. 23 in the overall ranking of best car brands. The drop was mainly due to the difficult-to-use yoke steering wheel the automaker recently debuted on the updated version of those models. Consumer Reports said the steering wheel was enough of a problem to lower their road-test scores.</p><p>The Model 3 remains the lone Tesla model that is CR recommended. Tesla also makes the Model Y small SUV, Model X large SUV, and Model S large sedan.</p><p>&#34;Make no mistake, the Model 3 is still a great choice, and Consumer Reports recommends it,&#34; said its article on rankings. &#34;It shines with the latest technology, a long range, an impressive charging network, and a driving experience closer to a high-performance sports car than a sedan. But the Mustang Mach-E is also very sporty, plus it&#39;s more practical and easier to live with. The Ford is also quieter and rides better.&#34;</p><p>Consumer Reports had once been among Tesla&#39;s biggest fans. It judged the Tesla Model S as the best car it ever tested when the product-testing publication first reviewed it in 2013 with a score of more than 100.</p><p>But questions about reliability, based on ownership surveys, hurt the car&#39;s rankings in the not-for-profit rating services&#39; rankings and scores for Tesla.</p><p>The Mach-E has been winning critical praise elsewhere as well, including Car and Driver&#39;s first EV of the Year award last year. It actually had a slightly lower score than the Kia Niro in Consumer Reports&#39; rankings of vehicles, but spokesperson James McQueen said the top pick in each category is based on numerous factors beyond the straight score.</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>Tesla Plunges Seven Spots in Annual Consumer Reports Ranking</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\">\nTesla Plunges Seven Spots in Annual Consumer Reports Ranking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/02/17/cars/tesla-consumer-reports-drop/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(CNN)Consumer Reports took a decidedly more negative view of Tesla in this year's rankings of vehicles.The Model 3, which had been its top pick among EV models, lost that distinction to the Ford ...</p>\n\n<a href=\"https://edition.cnn.com/2022/02/17/cars/tesla-consumer-reports-drop/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2022/02/17/cars/tesla-consumer-reports-drop/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101819811","content_text":"(CNN)Consumer Reports took a decidedly more negative view of Tesla in this year's rankings of vehicles.The Model 3, which had been its top pick among EV models, lost that distinction to the Ford Mustang Mach-E. The Model 3 now has the third best ranking among EVs, behind the Mach-E and the Kia Niro.Tesla plunged seven spots to No. 23 in the overall ranking of best car brands. The drop was mainly due to the difficult-to-use yoke steering wheel the automaker recently debuted on the updated version of those models. Consumer Reports said the steering wheel was enough of a problem to lower their road-test scores.The Model 3 remains the lone Tesla model that is CR recommended. Tesla also makes the Model Y small SUV, Model X large SUV, and Model S large sedan.\"Make no mistake, the Model 3 is still a great choice, and Consumer Reports recommends it,\" said its article on rankings. \"It shines with the latest technology, a long range, an impressive charging network, and a driving experience closer to a high-performance sports car than a sedan. But the Mustang Mach-E is also very sporty, plus it's more practical and easier to live with. The Ford is also quieter and rides better.\"Consumer Reports had once been among Tesla's biggest fans. It judged the Tesla Model S as the best car it ever tested when the product-testing publication first reviewed it in 2013 with a score of more than 100.But questions about reliability, based on ownership surveys, hurt the car's rankings in the not-for-profit rating services' rankings and scores for Tesla.The Mach-E has been winning critical praise elsewhere as well, including Car and Driver's first EV of the Year award last year. It actually had a slightly lower score than the Kia Niro in Consumer Reports' rankings of vehicles, but spokesperson James McQueen said the top pick in each category is based on numerous factors beyond the straight score.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092025127,"gmtCreate":1644496130635,"gmtModify":1676533933229,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share price down... they dont want TESLA to succeed.... the dark side need to prove themselves right by making TESLA a failure... wtf","listText":"The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share price down... they dont want TESLA to succeed.... the dark side need to prove themselves right by making TESLA a failure... wtf","text":"The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share price down... they dont want TESLA to succeed.... the dark side need to prove themselves right by making TESLA a failure... wtf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092025127","repostId":"1103097848","repostType":2,"repost":{"id":"1103097848","kind":"news","pubTimestamp":1644470569,"share":"https://ttm.financial/m/news/1103097848?lang=&edition=fundamental","pubTime":"2022-02-10 13:22","market":"us","language":"en","title":"Tesla Sued by California for Racism at Factory, Agency Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103097848","media":"Bloomberg","summary":"Civil rights regulator cites evidence of segregated workplaceCompany said before suit was filed it w","content":"<html><head></head><body><ul><li>Civil rights regulator cites evidence of segregated workplace</li><li>Company said before suit was filed it will seek to pause case</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4773aa58ab8b9f9da771a3bd68855f\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Tesla dealership in Colma, California, U.S., on Wednesday, Jan. 26, 2022. U.S. auto sales will climb just 3.4% this year to 15.4 million cars and trucks as the semiconductor shortages continue to constrain vehicle inventory, auto dealers predict.Photographer: David Paul</span></p><p>California’s civil rights regulator said it sued Tesla Inc. over claims of racial discrimination at the company’s facilities in the state.</p><p>After receiving hundreds of complaints from workers, the state’s Department of Fair Employment and Housing “found evidence that Tesla’s Fremont factory is a racially segregated workplace where Black workers are subjected to racial slurs and discriminated against in job assignments, discipline, pay, and promotion creating a hostile work environment,” Kevin Kish, the agency’s director, said in a statement.</p><p>The suit was filed Wednesday in Alameda County Superior Court, the agency said. The complaint wasn’t immediately available on the court’s website.</p><p>Tesla said in a Feb. 8 blog post -- before the suit was filed  -- that the company “will be asking the court to pause the case and take other steps to ensure that facts and evidence will be heard.”</p><p>The agency is the state-level equivalent of the better-known U.S. Equal Employment Opportunity Commission, with a mission to protect Californians from unlawful discrimination in employment, housing and accommodations.</p><p>The DFEH informed Tesla on Jan. 3 that it had grounds to file a complaint. Tesla warned investors of the agency’s investigation in the annual report it filed this week.</p><p>Tesla has faced numerous complaints and lawsuits from former workers at its Fremont plant about racial discrimination and sexual harassmentin recent years. Many complaints never make it to court because Tesla’s full-time employees sign agreements requiring workplace disputes to be handled in closed-door arbitration.</p><p>In October, a Black man who previously worked as a contractor for Tesla and complained of pervasive racism at the plant was awarded $137 million by a federal jury in San Francisco -- believed to be the largest such verdict of its kind. The judge in the casesignaledat a January hearing that he’ll probably reduce the award but won’t grant Tesla’s request for a new trial.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Sued by California for Racism at Factory, Agency Says</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\">\nTesla Sued by California for Racism at Factory, Agency Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-10 13:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-02-10/tesla-sued-by-california-for-race-discrimination-agency-says?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Civil rights regulator cites evidence of segregated workplaceCompany said before suit was filed it will seek to pause caseA Tesla dealership in Colma, California, U.S., on Wednesday, Jan. 26, 2022. U....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-02-10/tesla-sued-by-california-for-race-discrimination-agency-says?srnd=premium\">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://www.bloomberg.com/news/articles/2022-02-10/tesla-sued-by-california-for-race-discrimination-agency-says?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103097848","content_text":"Civil rights regulator cites evidence of segregated workplaceCompany said before suit was filed it will seek to pause caseA Tesla dealership in Colma, California, U.S., on Wednesday, Jan. 26, 2022. U.S. auto sales will climb just 3.4% this year to 15.4 million cars and trucks as the semiconductor shortages continue to constrain vehicle inventory, auto dealers predict.Photographer: David PaulCalifornia’s civil rights regulator said it sued Tesla Inc. over claims of racial discrimination at the company’s facilities in the state.After receiving hundreds of complaints from workers, the state’s Department of Fair Employment and Housing “found evidence that Tesla’s Fremont factory is a racially segregated workplace where Black workers are subjected to racial slurs and discriminated against in job assignments, discipline, pay, and promotion creating a hostile work environment,” Kevin Kish, the agency’s director, said in a statement.The suit was filed Wednesday in Alameda County Superior Court, the agency said. The complaint wasn’t immediately available on the court’s website.Tesla said in a Feb. 8 blog post -- before the suit was filed  -- that the company “will be asking the court to pause the case and take other steps to ensure that facts and evidence will be heard.”The agency is the state-level equivalent of the better-known U.S. Equal Employment Opportunity Commission, with a mission to protect Californians from unlawful discrimination in employment, housing and accommodations.The DFEH informed Tesla on Jan. 3 that it had grounds to file a complaint. Tesla warned investors of the agency’s investigation in the annual report it filed this week.Tesla has faced numerous complaints and lawsuits from former workers at its Fremont plant about racial discrimination and sexual harassmentin recent years. Many complaints never make it to court because Tesla’s full-time employees sign agreements requiring workplace disputes to be handled in closed-door arbitration.In October, a Black man who previously worked as a contractor for Tesla and complained of pervasive racism at the plant was awarded $137 million by a federal jury in San Francisco -- believed to be the largest such verdict of its kind. The judge in the casesignaledat a January hearing that he’ll probably reduce the award but won’t grant Tesla’s request for a new trial.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274800160907","authorId":"3479274800160907","name":"snoozii","avatar":"https://static.tigerbbs.com/efcc68c43d8beb98df1558b5d44394d9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274800160907","authorIdStr":"3479274800160907"},"content":"I firmly believe that Tesla's market value will reach $3 trillion in the next decade.","text":"I firmly believe that Tesla's market value will reach $3 trillion in the next decade.","html":"I firmly believe that Tesla's market value will reach $3 trillion in the next decade."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096249669,"gmtCreate":1644409045500,"gmtModify":1676533922314,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share&nbsp;price down... they dont want TESLA to succeed.... the dark side&nbsp;need to prove themselves right by making TESLA a failure... wtf","listText":"The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share&nbsp;price down... they dont want TESLA to succeed.... the dark side&nbsp;need to prove themselves right by making TESLA a failure... wtf","text":"The world media especially US main streams media are hired by hedge funds, financial institutions, rival automakers, to keep spreading negativity and propaganda about TESLA... purpose is to keep bringing the share price down... they dont want TESLA to succeed.... the dark side need to prove themselves right by making TESLA a failure... wtf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096249669","repostId":"2210855335","repostType":2,"repost":{"id":"2210855335","kind":"news","pubTimestamp":1644406993,"share":"https://ttm.financial/m/news/2210855335?lang=&edition=fundamental","pubTime":"2022-02-09 19:43","market":"us","language":"en","title":"Tesla Recalls 26,681 U.S. Vehicles for Windshield Defrosting Software Error","url":"https://stock-news.laohu8.com/highlight/detail?id=2210855335","media":"Reuters","summary":"(Reuters) - Tesla Inc is recalling 26,681 vehicles in the United States because a software error may","content":"<html><head></head><body><p> (Reuters) - <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> is recalling 26,681 vehicles in the United States because a software error may result in windshield defrosting problems, the National Highway Traffic Safety Administration (NHTSA) said Wednesday.</p><p>Tesla told U.S. regulators the error may cause a valve in the heat pump to open unintentionally and trap the refrigerant inside the evaporator. Tesla will perform an over-the-air software update to address the issue.</p><p>The recall covers some 2021-2022 Model 3, Model S, Model X, and 2020-2022 Model Y vehicles that may not comply with a federal motor vehicle safety standard.</p><p>Tesla said it was not aware of any injuries or crashes related to its latest recall. The company said it was prompted by complaints from customers in December over loss of heating performance in extreme cold weather conditions.</p><p>Tesla on Jan. 15 released a software update to address the issue as a precautionary measure. After discussions with NHTSA and Transport Canada, tests were conducted to assess the compliance of new vehicles delivered with the software command.</p><p>Under scrutiny from U.S. regulators and some lawmakers, Tesla has been issuing a number of recalls in recent months, including many for software issues.</p><p></p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Recalls 26,681 U.S. Vehicles for Windshield Defrosting Software Error</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\">\nTesla Recalls 26,681 U.S. Vehicles for Windshield Defrosting Software Error\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 19:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19579494><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Tesla Inc is recalling 26,681 vehicles in the United States because a software error may result in windshield defrosting problems, the National Highway Traffic Safety Administration (NHTSA...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19579494\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4551":"寇图资本持仓","TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19579494","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210855335","content_text":"(Reuters) - Tesla Inc is recalling 26,681 vehicles in the United States because a software error may result in windshield defrosting problems, the National Highway Traffic Safety Administration (NHTSA) said Wednesday.Tesla told U.S. regulators the error may cause a valve in the heat pump to open unintentionally and trap the refrigerant inside the evaporator. Tesla will perform an over-the-air software update to address the issue.The recall covers some 2021-2022 Model 3, Model S, Model X, and 2020-2022 Model Y vehicles that may not comply with a federal motor vehicle safety standard.Tesla said it was not aware of any injuries or crashes related to its latest recall. The company said it was prompted by complaints from customers in December over loss of heating performance in extreme cold weather conditions.Tesla on Jan. 15 released a software update to address the issue as a precautionary measure. After discussions with NHTSA and Transport Canada, tests were conducted to assess the compliance of new vehicles delivered with the software command.Under scrutiny from U.S. regulators and some lawmakers, Tesla has been issuing a number of recalls in recent months, including many for software issues.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231615396802720,"gmtCreate":1697555783886,"gmtModify":1697555868736,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"America is one of the most disgusting country in this human world. Hope it can get destroyed by itself asap. 🙏🙏🙏","listText":"America is one of the most disgusting country in this human world. Hope it can get destroyed by itself asap. 🙏🙏🙏","text":"America is one of the most disgusting country in this human world. Hope it can get destroyed by itself asap. 🙏🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231615396802720","repostId":"2376489257","repostType":2,"repost":{"id":"2376489257","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1697549705,"share":"https://ttm.financial/m/news/2376489257?lang=&edition=fundamental","pubTime":"2023-10-17 21:35","market":"us","language":"en","title":"Nvidia Shares Plunged 7% as Biden to Cut China off from More Nvidia Chips, Expand Curbs to More Countries","url":"https://stock-news.laohu8.com/highlight/detail?id=2376489257","media":"Reuters","summary":"By Alexandra Alper, Karen Freifeld and Stephen Nellis      WASHINGTON, Oct 17 (Reuters) - The Biden administration said on Tuesday it plans to halt shipments to China of more advanced artificial intel","content":"<html><head></head><body><p>WASHINGTON, Oct 17 (Reuters) - The Biden administration said on Tuesday it plans to halt shipments to China of more advanced artificial intelligence chips designed by Nvidia and others, part of a suite of measures aimed at stopping Beijing from getting cutting-edge U.S. technologies to strengthen its military.</p><p>Nvidia shares plunged 7% on the news in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/866c923ac48d95ce82040d81c7cd8b59\" tg-width=\"805\" tg-height=\"841\"/></p><p>The rules, described by senior administration officials in a press briefing on Monday evening, restrict a broader swathe of advanced chips and chipmaking tools to a greater number of countries including Iran and Russia, and blacklist two more unnamed Chinese companies involved in advanced chipmaking.</p><p>The new measures aim to hamper China&#39;s military development by closing loopholes in regulations released last October and will probably be updated &#34;at least annually,&#34; according to Commerce Department Secretary Gina Raimondo.</p><p>The goal is to limit China&#39;s access to &#34;advanced semiconductors that could fuel breakthroughs in artificial intelligence and sophisticated computers that are critical to (Chinese) military applications,&#34; she said, stressing the administration was not seeking to hurt Beijing economically.</p><p>The United States and China are locked in a years-long technology war, but the sweeping curbs released last October further escalated tensions between the superpowers.</p><h2 id=\"id_3263814657\">CHINA-ONLY CHIPS HIT</h2><p>Top AI chip designer Nvidia has made chips such as the A800 and H800 that walked right up the line of the previous rules to continue selling to China, and AMD , also impacted by the rules, has said it plans a similar strategy.</p><p>Nvidia&#39;s business has soared since the imposition of last year&#39;s rules because its China-only chips are still better than alternatives. The Silicon Valley firm is currently selling almost every chip it can procure as worldwide demand outstrips supply, but would be hurt in the long term as Chinese chip firms seek to fill any voids left by U.S. companies.</p><p>Nvidia&#39;s A800 and H800 chips will be hit by the new regulations, due to a change in chip parameters aimed at capturing a greater number of chips.</p><p>But the rules will exempt most consumer chips used in laptops, smartphones and gaming, though some will be subject to licensing and notification requirements by U.S. officials.</p><p>The previous rules imposed a two-pronged test that measured both a chip’s computing performance and its ability to communicate with other chips, an important measure in AI supercomputers where thousands of chips are strung together to chew through huge amounts of data.</p><p>Nvidia and Intel created special chips for the Chinese market that retained the powerful computing capabilities but limited communications speeds to stay inside the previous rules.</p><p>The rules released on Tuesday eliminate the communication speed limits and focus on computing performance, which will have the effect of halting sales of Nvidia&#39;s A800 and H800 chips for the China market, according to a senior administration official.</p><p>U.S. officials on Tuesday added a new measure to restrict chips that exceed a certain level of &#34;performance density,&#34; a measure focused on how much computing power can be packed into a given amount of silicon, a senior administration official said.</p><p>The senior administration official said this rule was meant to prevent companies from trying to work around restrictions on full chips by using a technology called &#34;chiplets,&#34; where firms could try to join together small pieces called chiplets into a large chip that violates the rules.</p><p>Reuters reported in July that chiplets have become a core part of China’s technology strategy to advance its chip industry, and analysts have said that Chinese companies could use the technology to evade U.S. restrictions.</p><h2 id=\"id_3697122454\">LICENSING EXPANDED</h2><p>The new measures also expand licensing requirements for exports of advanced chips to more than 40 additional countries that present risks of diversion to China and are subject to U.S. arms embargoes, the officials said.</p><p>That measure appears to build on a letter received by Nvidia in August that it described as restricting shipments of its A100 and H100 chips beyond China to other regions including some countries in the Middle East.</p><p>Confirming a Reuters report, chips will be barred from being sent to units of firms located anywhere in the world if their parent companies are headquartered in China, Macau and other arms embargoed countries. The move is part of a bid to keep the chips from being illegally smuggled into China or remotely accessed by Chinese parent companies.</p><p>The Biden administration also hit 21 countries outside China with a licensing requirement for chipmaking tools and broadened the list of equipment barred from going to that country.</p><p>Officials took pains to stress that Chinese officials were warned the rules were coming by National Security Advisor Jake Sullivan, Treasury Secretary Janet Yellen and Commerce Secretary Gina Raimondo, confirming a prior Reuters report.</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 Shares Plunged 7% as Biden to Cut China off from More Nvidia Chips, Expand Curbs to More Countries</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 Shares Plunged 7% as Biden to Cut China off from More Nvidia Chips, Expand Curbs to More Countries\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-17 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Oct 17 (Reuters) - The Biden administration said on Tuesday it plans to halt shipments to China of more advanced artificial intelligence chips designed by Nvidia and others, part of a suite of measures aimed at stopping Beijing from getting cutting-edge U.S. technologies to strengthen its military.</p><p>Nvidia shares plunged 7% on the news in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/866c923ac48d95ce82040d81c7cd8b59\" tg-width=\"805\" tg-height=\"841\"/></p><p>The rules, described by senior administration officials in a press briefing on Monday evening, restrict a broader swathe of advanced chips and chipmaking tools to a greater number of countries including Iran and Russia, and blacklist two more unnamed Chinese companies involved in advanced chipmaking.</p><p>The new measures aim to hamper China&#39;s military development by closing loopholes in regulations released last October and will probably be updated &#34;at least annually,&#34; according to Commerce Department Secretary Gina Raimondo.</p><p>The goal is to limit China&#39;s access to &#34;advanced semiconductors that could fuel breakthroughs in artificial intelligence and sophisticated computers that are critical to (Chinese) military applications,&#34; she said, stressing the administration was not seeking to hurt Beijing economically.</p><p>The United States and China are locked in a years-long technology war, but the sweeping curbs released last October further escalated tensions between the superpowers.</p><h2 id=\"id_3263814657\">CHINA-ONLY CHIPS HIT</h2><p>Top AI chip designer Nvidia has made chips such as the A800 and H800 that walked right up the line of the previous rules to continue selling to China, and AMD , also impacted by the rules, has said it plans a similar strategy.</p><p>Nvidia&#39;s business has soared since the imposition of last year&#39;s rules because its China-only chips are still better than alternatives. The Silicon Valley firm is currently selling almost every chip it can procure as worldwide demand outstrips supply, but would be hurt in the long term as Chinese chip firms seek to fill any voids left by U.S. companies.</p><p>Nvidia&#39;s A800 and H800 chips will be hit by the new regulations, due to a change in chip parameters aimed at capturing a greater number of chips.</p><p>But the rules will exempt most consumer chips used in laptops, smartphones and gaming, though some will be subject to licensing and notification requirements by U.S. officials.</p><p>The previous rules imposed a two-pronged test that measured both a chip’s computing performance and its ability to communicate with other chips, an important measure in AI supercomputers where thousands of chips are strung together to chew through huge amounts of data.</p><p>Nvidia and Intel created special chips for the Chinese market that retained the powerful computing capabilities but limited communications speeds to stay inside the previous rules.</p><p>The rules released on Tuesday eliminate the communication speed limits and focus on computing performance, which will have the effect of halting sales of Nvidia&#39;s A800 and H800 chips for the China market, according to a senior administration official.</p><p>U.S. officials on Tuesday added a new measure to restrict chips that exceed a certain level of &#34;performance density,&#34; a measure focused on how much computing power can be packed into a given amount of silicon, a senior administration official said.</p><p>The senior administration official said this rule was meant to prevent companies from trying to work around restrictions on full chips by using a technology called &#34;chiplets,&#34; where firms could try to join together small pieces called chiplets into a large chip that violates the rules.</p><p>Reuters reported in July that chiplets have become a core part of China’s technology strategy to advance its chip industry, and analysts have said that Chinese companies could use the technology to evade U.S. restrictions.</p><h2 id=\"id_3697122454\">LICENSING EXPANDED</h2><p>The new measures also expand licensing requirements for exports of advanced chips to more than 40 additional countries that present risks of diversion to China and are subject to U.S. arms embargoes, the officials said.</p><p>That measure appears to build on a letter received by Nvidia in August that it described as restricting shipments of its A100 and H100 chips beyond China to other regions including some countries in the Middle East.</p><p>Confirming a Reuters report, chips will be barred from being sent to units of firms located anywhere in the world if their parent companies are headquartered in China, Macau and other arms embargoed countries. The move is part of a bid to keep the chips from being illegally smuggled into China or remotely accessed by Chinese parent companies.</p><p>The Biden administration also hit 21 countries outside China with a licensing requirement for chipmaking tools and broadened the list of equipment barred from going to that country.</p><p>Officials took pains to stress that Chinese officials were warned the rules were coming by National Security Advisor Jake Sullivan, Treasury Secretary Janet Yellen and Commerce Secretary Gina Raimondo, confirming a prior Reuters report.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4550":"红杉资本持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0079474960.USD":"联博美国增长基金A","BK4551":"寇图资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4512":"苹果概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","NVDA":"英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","AMD":"美国超微公司","BK4529":"IDC概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4515":"5G概念","BK4592":"伊斯兰概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4567":"ESG概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","INTC":"英特尔","BK4575":"芯片概念","BK4566":"资本集团","BK4587":"ChatGPT概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4535":"淡马锡持仓","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4579":"人工智能"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2376489257","content_text":"WASHINGTON, Oct 17 (Reuters) - The Biden administration said on Tuesday it plans to halt shipments to China of more advanced artificial intelligence chips designed by Nvidia and others, part of a suite of measures aimed at stopping Beijing from getting cutting-edge U.S. technologies to strengthen its military.Nvidia shares plunged 7% on the news in morning trading.The rules, described by senior administration officials in a press briefing on Monday evening, restrict a broader swathe of advanced chips and chipmaking tools to a greater number of countries including Iran and Russia, and blacklist two more unnamed Chinese companies involved in advanced chipmaking.The new measures aim to hamper China's military development by closing loopholes in regulations released last October and will probably be updated \"at least annually,\" according to Commerce Department Secretary Gina Raimondo.The goal is to limit China's access to \"advanced semiconductors that could fuel breakthroughs in artificial intelligence and sophisticated computers that are critical to (Chinese) military applications,\" she said, stressing the administration was not seeking to hurt Beijing economically.The United States and China are locked in a years-long technology war, but the sweeping curbs released last October further escalated tensions between the superpowers.CHINA-ONLY CHIPS HITTop AI chip designer Nvidia has made chips such as the A800 and H800 that walked right up the line of the previous rules to continue selling to China, and AMD , also impacted by the rules, has said it plans a similar strategy.Nvidia's business has soared since the imposition of last year's rules because its China-only chips are still better than alternatives. The Silicon Valley firm is currently selling almost every chip it can procure as worldwide demand outstrips supply, but would be hurt in the long term as Chinese chip firms seek to fill any voids left by U.S. companies.Nvidia's A800 and H800 chips will be hit by the new regulations, due to a change in chip parameters aimed at capturing a greater number of chips.But the rules will exempt most consumer chips used in laptops, smartphones and gaming, though some will be subject to licensing and notification requirements by U.S. officials.The previous rules imposed a two-pronged test that measured both a chip’s computing performance and its ability to communicate with other chips, an important measure in AI supercomputers where thousands of chips are strung together to chew through huge amounts of data.Nvidia and Intel created special chips for the Chinese market that retained the powerful computing capabilities but limited communications speeds to stay inside the previous rules.The rules released on Tuesday eliminate the communication speed limits and focus on computing performance, which will have the effect of halting sales of Nvidia's A800 and H800 chips for the China market, according to a senior administration official.U.S. officials on Tuesday added a new measure to restrict chips that exceed a certain level of \"performance density,\" a measure focused on how much computing power can be packed into a given amount of silicon, a senior administration official said.The senior administration official said this rule was meant to prevent companies from trying to work around restrictions on full chips by using a technology called \"chiplets,\" where firms could try to join together small pieces called chiplets into a large chip that violates the rules.Reuters reported in July that chiplets have become a core part of China’s technology strategy to advance its chip industry, and analysts have said that Chinese companies could use the technology to evade U.S. restrictions.LICENSING EXPANDEDThe new measures also expand licensing requirements for exports of advanced chips to more than 40 additional countries that present risks of diversion to China and are subject to U.S. arms embargoes, the officials said.That measure appears to build on a letter received by Nvidia in August that it described as restricting shipments of its A100 and H100 chips beyond China to other regions including some countries in the Middle East.Confirming a Reuters report, chips will be barred from being sent to units of firms located anywhere in the world if their parent companies are headquartered in China, Macau and other arms embargoed countries. The move is part of a bid to keep the chips from being illegally smuggled into China or remotely accessed by Chinese parent companies.The Biden administration also hit 21 countries outside China with a licensing requirement for chipmaking tools and broadened the list of equipment barred from going to that country.Officials took pains to stress that Chinese officials were warned the rules were coming by National Security Advisor Jake Sullivan, Treasury Secretary Janet Yellen and Commerce Secretary Gina Raimondo, confirming a prior Reuters report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339106126274728,"gmtCreate":1723830414039,"gmtModify":1723830418244,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 on 29th August","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 on 29th August","text":"$NVIDIA Corp(NVDA)$ $150 on 29th August","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/339106126274728","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184334789771122","authorId":"4184334789771122","name":"MSRQ","avatar":"https://community-static.tradeup.com/news/23ff10d8a79b84606b16d74ee4f8620b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4184334789771122","authorIdStr":"4184334789771122"},"content":"Based on the current trend, it seems unlikely that the indicated time frame will achieve the target of 150 USD. Consequently, I initially projected a higher figure of 140 USD, surpassing the anticipated 130 USD as presented in the visualization above. It's important to note that these assessments are my speculation, but I have been informed by the data depicted in the graph(Tiger Trade).","text":"Based on the current trend, it seems unlikely that the indicated time frame will achieve the target of 150 USD. Consequently, I initially projected a higher figure of 140 USD, surpassing the anticipated 130 USD as presented in the visualization above. It's important to note that these assessments are my speculation, but I have been informed by the data depicted in the graph(Tiger Trade).","html":"Based on the current trend, it seems unlikely that the indicated time frame will achieve the target of 150 USD. Consequently, I initially projected a higher figure of 140 USD, surpassing the anticipated 130 USD as presented in the visualization above. It's important to note that these assessments are my speculation, but I have been informed by the data depicted in the graph(Tiger Trade)."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251310423089256,"gmtCreate":1702392407953,"gmtModify":1702392410450,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish! Lets try for $600!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish! Lets try for $600!","text":"$NVIDIA Corp(NVDA)$ Bullish! Lets try for $600!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/251310423089256","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576331208989007","authorId":"3576331208989007","name":"战神Kit","avatar":"https://community-static.tradeup.com/news/b787f7760e456e7c7ccf7dec77b3e81d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576331208989007","authorIdStr":"3576331208989007"},"content":"You can't break 500. You still want 600. What's in your brain","text":"You can't break 500. You still want 600. What's in your brain","html":"You can't break 500. You still want 600. What's in your brain"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186346398822520,"gmtCreate":1686534134549,"gmtModify":1686534137412,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186346398822520","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382773877408048,"gmtCreate":1734485663673,"gmtModify":1734485667925,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"SeekingAlpha has been bearish on $NVDA since 2022. So everyone, just ignore them. 😎","listText":"SeekingAlpha has been bearish on $NVDA since 2022. So everyone, just ignore them. 😎","text":"SeekingAlpha has been bearish on $NVDA since 2022. So everyone, just ignore them. 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382773877408048","repostId":"1128864584","repostType":2,"repost":{"id":"1128864584","kind":"news","pubTimestamp":1734416177,"share":"https://ttm.financial/m/news/1128864584?lang=&edition=fundamental","pubTime":"2024-12-17 14:16","market":"us","language":"en","title":"Nvidia: This Could Be The Top","url":"https://stock-news.laohu8.com/highlight/detail?id=1128864584","media":"Seeking Alpha","summary":"SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At","content":"<html><head></head><body><h2 id=\"id_1885097578\">Summary</h2><ul style=\"\"><li><p>A rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA&#39;s share price.</p></li><li><p>At this point, Nvidia’s stock could be considered overvalued and overhyped at the same time.</p></li><li><p>Nvidia remains a SELL for us, since we believe that its stock has more room to fall.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"500\"/></p><p><strong>Nvidia Corporation </strong>(NASDAQ:NVDA) stock is up 14% since we last covered it a couple of months ago, but also down 7% since the release of its Q3 earnings report last month. Although the earnings report was successful, the market is not satisfied with the guidance that the management announced.</p><p>In our previous coverage on Nvidia, we said that the company’s stock is priced for perfection and the inability of the management to constantly increase the outlook significantly above the consensus could kill Nvidia’s momentum. That is precisely what is happening right now. We believe that because of the rising challenges that the company is facing, the future guidance for the upcoming quarters might disappoint as well and lead to a further depreciation of Nvidia’s share price.</p><h2 id=\"id_3690589756\">Reality Fails To Meet Expectations</h2><p>The Q3 numbers themselves weren’t that bad. The revenues were up 93.6% Y/Y to $35.08 billion, above the consensus by nearly $2 billion. The bottom-line performance was also relatively good, as it was above the consensus as well. But because Nvidia was priced for perfection already, the relatively weak guidance killed the stock’s momentum, and the share price is currently on a downward trend.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9d4491fd0ada5a07d412d888f3a9fae\" alt=\"Nvidia’s stock price\" title=\"Nvidia’s stock price\" tg-width=\"640\" tg-height=\"261\"/><span>Nvidia’s stock price</span></p><p>In Q4, the management expects Nvidia to make $37.5 billion in revenues, which is not that far away from the street consensus of $37.1 billion. Some analysts guided for the revenue goal of as high as $41 billion before the management’s outlook was released. But overall, the guidance mainly disappointed Wall Street and became one of the main reasons behind the latest depreciation. At the same time, Nvidia faces some major challenges that could prevent the company from aggressively increasing the outlook that could impress Wall Street in the upcoming quarters as well.</p><p>The AI accelerators from the Blackwell series are currently one of the most talked about accelerators in the world, with an insane demand according to Nvidia’s management. However, some issues associated with them have already affected Nvidia’s release plans. In October, Blackwell encountered a design flaw that resulted in lower yield rates and delayed their shipping to first clients. Then last month, it was reported that Blackwell chips were overheating in servers.</p><p>Although it appears that those issues have now been fixed and the ramp-up of Blackwell is expected in Q4, Nvidia’s guidance suggests that revenue of $37.5 billion for the upcoming quarter will translate to a Q/Q growth rate of only 7%. This might indicate that despite all the hype surrounding Blackwell, the AI chip buying cycle could be coming off the peak right now. That doesn’t mean that the growth will disappear. However, the growth rate itself should normalize and the aggressive double and triple-digit revenue growth rate that fueled the rise of Nvidia’s stock could become a thing of the past.</p><p>The ramp-up of Blackwell in the upcoming quarters is also expected to affect Nvidia’s margins and could result in a poorer bottom-line performance. The gross margins are expected to decline to the low 70s, and the margin pressure could persist throughout the first part of FY26. This creates additional pressure on Nvidia, as Blackwell needs to perform well for the company to not release another relatively disappointing guidance that further kills the stock of its momentum. Considering that the networking revenues were down sequentially in Q3, and the gaming revenues in Q4 are expected to be down sequentially as well, Nvidia’s upside could be limited in the foreseeable future if Blackwell doesn’t perform well.</p><p>Nvidia also faces additional pressure from hyperscalers, who at the same time are its major clients. They are currently in the middle of designing their own AI chips for their data centers, which over time could undermine Nvidia’s dominant position in the AI accelerator market. We already know that Amazon (AMZN) is working with Intel (INTC) to produce a fabric AI chip, while Apple (AAPL) recently confirmed that it now also uses Amazon’s custom AI chips. Other companies like Microsoft (MSFT), Meta Platforms (META), Google (GOOGL, GOOG), Tesla (TSLA) and OpenAI are also in the middle of designing their own AI chips and could become direct competitors of Nvidia over time.</p><p>All of those developments make us question Nvidia’s market capitalization of $3.4 trillion. The whole generative AI market is not expected to generate as much revenue over the following years. Thus, it doesn’t make a lot of sense for Nvidia to be worth so much today, given the number of issues that it faces.</p><p>The geopolitical issues are also not going anywhere away. The implementation of Trump’s protectionist tariff policy next year could damage global growth, which could result in lower demand for AI chips since businesses could be forced to hoard resources in the face of macroeconomic uncertainty. Nvidia already suffers from the ongoing chip war between China and the United States, as its revenues in China are currently below historically high levels due to chip export restrictions. An uncertain macro environment will only make it harder for it to aggressively increase its outlook to satisfy the market’s needs.</p><h3 id=\"id_211129166\">The Intrinsic Value of Nvidia</h3><p>At the current market price, we also believe that Nvidia is overvalued. Our valuation model from the previous article showed that Nvidia’s intrinsic value is $79.33 per share. Since Nvidia released a new outlook last month, we decided to update our model and make several revisions.</p><p>In the model, we decrease Nvidia’s effective tax rate from 21% to 15%. The 15% is closer to Nvidia’s current rate, and there’s a possibility that the standard corporate tax rate in the United States will be decreased under the Trump administration. The perpetual growth rate remains at 3%, and our valuation model forecasts Nvidia’s performance for the next five years. The long-term debt and cash data have been taken from the latest earnings report, and we update this model when Nvidia is trading at $134.25 per share.</p><p>The discount rate in our valuation model is 9.84%. We figured it out by calculating Nvidia’s after-tax cost of debt and cost of equity. To figure out the cost of debt, we mostly used Nvidia’s TTM data. To figure out the cost of equity, we used the risk-free rate of 4.40%, beta of 1.66, and the market-return rate of 7.69%. We then weighted Nvidia’s debt and equity to arrive at the discount rate.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6bea708b99e09c85b15fd4405208555\" alt=\"Nvidia’s valuation model\" title=\"Nvidia’s valuation model\" tg-width=\"640\" tg-height=\"182\"/><span>Nvidia’s valuation model</span></p><p style=\"text-align: left;\"><strong>Nvidia’s valuation model (Bears of Wall Street)</strong></p><p></p><p>For the forecast table below, we updated the sales growth rate, which is now similar to the overall expectations for the next couple of years. As the table shows, we expect a normalization of the sales growth rate in the following years. The EBIT rate remained the same as before and is similar to the current TTM rate. The tax rate was decreased, and the bottom part of the forecast table mostly remained the same.</p><p>The assumptions in our forecast table helped us to figure out Nvidia’s enterprise value, which in our case is $2.23 trillion. We then added cash and subtracted debt to arrive at the equity value of $2.26 trillion. Thereafter, we divided Nvidia’s equity value by the number of its outstanding shares and figured out that Nvidia’s intrinsic value is $91.20 per share. The lower tax rate in this updated model is one of the main reasons why the intrinsic value has been higher in comparison to our previous model. However, under the new assumptions, Nvidia’s stock is overvalued by around 32%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c46e9d52e3bae0f74e46a337968e78d\" alt=\"Nvidia’s valuation model\" title=\"Nvidia’s valuation model\" tg-width=\"640\" tg-height=\"228\"/><span>Nvidia’s valuation model</span></p><p style=\"text-align: left;\"><strong>Nvidia’s valuation model (Bears of Wall Street)</strong></p><p></p><h3 id=\"id_4292459600\">Risks To Our Bearish Thesis</h3><p>Although we believe that Nvidia’s stock has likely reached its top for now, there are still a couple of potential developments that can undermine our bearish outlook for the company. While we are unlikely to see an aggressive Y/Y growth of sales in the future since the base for comparison has been significantly raised in the last year and a half, that doesn’t mean that the growth will stop. Since there’s a possibility that a chip shortage could last for the next couple of years, there’s a potential that the demand for AI chips will remain for a while. This could result in sales that are higher than the current consensus once the production of Blackwell is ramped up. This could push Nvidia’s stock price higher, like it was a year ago, even if the Y/Y growth rate won’t be as impressive as before.</p><p>The macro risks could also be overblown, and there’s a possibility that the American economy will grow next year despite the geopolitical uncertainty. This could result in a boost in demand for AI chips and also lead to the growth of Nvidia’s share price.</p><h2 id=\"id_2596097235\">Final Thoughts</h2><p>Is Nvidia a great business? Yes. Will it continue to grow for years to come? Most likely yes. But the biggest issue at this point is that the rate at which Nvidia is growing is unlikely to be as impressive as before. We believe that a rather tepid forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline of Nvidia’s share price.</p><p>Considering that the stock is already overvalued while challenges for Nvidia continue to increase, it would be tough for the stock to continue to trade at the current relatively high multiples. That is why Nvidia remains a SELL for us, since we believe that its stock has more room to fall.</p></body></html>","source":"lsy1728464409321","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: This Could Be The Top</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: This Could Be The Top\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 14:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At...</p>\n\n<a href=\"https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128864584","content_text":"SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At this point, Nvidia’s stock could be considered overvalued and overhyped at the same time.Nvidia remains a SELL for us, since we believe that its stock has more room to fall.Nvidia Corporation (NASDAQ:NVDA) stock is up 14% since we last covered it a couple of months ago, but also down 7% since the release of its Q3 earnings report last month. Although the earnings report was successful, the market is not satisfied with the guidance that the management announced.In our previous coverage on Nvidia, we said that the company’s stock is priced for perfection and the inability of the management to constantly increase the outlook significantly above the consensus could kill Nvidia’s momentum. That is precisely what is happening right now. We believe that because of the rising challenges that the company is facing, the future guidance for the upcoming quarters might disappoint as well and lead to a further depreciation of Nvidia’s share price.Reality Fails To Meet ExpectationsThe Q3 numbers themselves weren’t that bad. The revenues were up 93.6% Y/Y to $35.08 billion, above the consensus by nearly $2 billion. The bottom-line performance was also relatively good, as it was above the consensus as well. But because Nvidia was priced for perfection already, the relatively weak guidance killed the stock’s momentum, and the share price is currently on a downward trend.Nvidia’s stock priceIn Q4, the management expects Nvidia to make $37.5 billion in revenues, which is not that far away from the street consensus of $37.1 billion. Some analysts guided for the revenue goal of as high as $41 billion before the management’s outlook was released. But overall, the guidance mainly disappointed Wall Street and became one of the main reasons behind the latest depreciation. At the same time, Nvidia faces some major challenges that could prevent the company from aggressively increasing the outlook that could impress Wall Street in the upcoming quarters as well.The AI accelerators from the Blackwell series are currently one of the most talked about accelerators in the world, with an insane demand according to Nvidia’s management. However, some issues associated with them have already affected Nvidia’s release plans. In October, Blackwell encountered a design flaw that resulted in lower yield rates and delayed their shipping to first clients. Then last month, it was reported that Blackwell chips were overheating in servers.Although it appears that those issues have now been fixed and the ramp-up of Blackwell is expected in Q4, Nvidia’s guidance suggests that revenue of $37.5 billion for the upcoming quarter will translate to a Q/Q growth rate of only 7%. This might indicate that despite all the hype surrounding Blackwell, the AI chip buying cycle could be coming off the peak right now. That doesn’t mean that the growth will disappear. However, the growth rate itself should normalize and the aggressive double and triple-digit revenue growth rate that fueled the rise of Nvidia’s stock could become a thing of the past.The ramp-up of Blackwell in the upcoming quarters is also expected to affect Nvidia’s margins and could result in a poorer bottom-line performance. The gross margins are expected to decline to the low 70s, and the margin pressure could persist throughout the first part of FY26. This creates additional pressure on Nvidia, as Blackwell needs to perform well for the company to not release another relatively disappointing guidance that further kills the stock of its momentum. Considering that the networking revenues were down sequentially in Q3, and the gaming revenues in Q4 are expected to be down sequentially as well, Nvidia’s upside could be limited in the foreseeable future if Blackwell doesn’t perform well.Nvidia also faces additional pressure from hyperscalers, who at the same time are its major clients. They are currently in the middle of designing their own AI chips for their data centers, which over time could undermine Nvidia’s dominant position in the AI accelerator market. We already know that Amazon (AMZN) is working with Intel (INTC) to produce a fabric AI chip, while Apple (AAPL) recently confirmed that it now also uses Amazon’s custom AI chips. Other companies like Microsoft (MSFT), Meta Platforms (META), Google (GOOGL, GOOG), Tesla (TSLA) and OpenAI are also in the middle of designing their own AI chips and could become direct competitors of Nvidia over time.All of those developments make us question Nvidia’s market capitalization of $3.4 trillion. The whole generative AI market is not expected to generate as much revenue over the following years. Thus, it doesn’t make a lot of sense for Nvidia to be worth so much today, given the number of issues that it faces.The geopolitical issues are also not going anywhere away. The implementation of Trump’s protectionist tariff policy next year could damage global growth, which could result in lower demand for AI chips since businesses could be forced to hoard resources in the face of macroeconomic uncertainty. Nvidia already suffers from the ongoing chip war between China and the United States, as its revenues in China are currently below historically high levels due to chip export restrictions. An uncertain macro environment will only make it harder for it to aggressively increase its outlook to satisfy the market’s needs.The Intrinsic Value of NvidiaAt the current market price, we also believe that Nvidia is overvalued. Our valuation model from the previous article showed that Nvidia’s intrinsic value is $79.33 per share. Since Nvidia released a new outlook last month, we decided to update our model and make several revisions.In the model, we decrease Nvidia’s effective tax rate from 21% to 15%. The 15% is closer to Nvidia’s current rate, and there’s a possibility that the standard corporate tax rate in the United States will be decreased under the Trump administration. The perpetual growth rate remains at 3%, and our valuation model forecasts Nvidia’s performance for the next five years. The long-term debt and cash data have been taken from the latest earnings report, and we update this model when Nvidia is trading at $134.25 per share.The discount rate in our valuation model is 9.84%. We figured it out by calculating Nvidia’s after-tax cost of debt and cost of equity. To figure out the cost of debt, we mostly used Nvidia’s TTM data. To figure out the cost of equity, we used the risk-free rate of 4.40%, beta of 1.66, and the market-return rate of 7.69%. We then weighted Nvidia’s debt and equity to arrive at the discount rate.Nvidia’s valuation modelNvidia’s valuation model (Bears of Wall Street)For the forecast table below, we updated the sales growth rate, which is now similar to the overall expectations for the next couple of years. As the table shows, we expect a normalization of the sales growth rate in the following years. The EBIT rate remained the same as before and is similar to the current TTM rate. The tax rate was decreased, and the bottom part of the forecast table mostly remained the same.The assumptions in our forecast table helped us to figure out Nvidia’s enterprise value, which in our case is $2.23 trillion. We then added cash and subtracted debt to arrive at the equity value of $2.26 trillion. Thereafter, we divided Nvidia’s equity value by the number of its outstanding shares and figured out that Nvidia’s intrinsic value is $91.20 per share. The lower tax rate in this updated model is one of the main reasons why the intrinsic value has been higher in comparison to our previous model. However, under the new assumptions, Nvidia’s stock is overvalued by around 32%.Nvidia’s valuation modelNvidia’s valuation model (Bears of Wall Street)Risks To Our Bearish ThesisAlthough we believe that Nvidia’s stock has likely reached its top for now, there are still a couple of potential developments that can undermine our bearish outlook for the company. While we are unlikely to see an aggressive Y/Y growth of sales in the future since the base for comparison has been significantly raised in the last year and a half, that doesn’t mean that the growth will stop. Since there’s a possibility that a chip shortage could last for the next couple of years, there’s a potential that the demand for AI chips will remain for a while. This could result in sales that are higher than the current consensus once the production of Blackwell is ramped up. This could push Nvidia’s stock price higher, like it was a year ago, even if the Y/Y growth rate won’t be as impressive as before.The macro risks could also be overblown, and there’s a possibility that the American economy will grow next year despite the geopolitical uncertainty. This could result in a boost in demand for AI chips and also lead to the growth of Nvidia’s share price.Final ThoughtsIs Nvidia a great business? Yes. Will it continue to grow for years to come? Most likely yes. But the biggest issue at this point is that the rate at which Nvidia is growing is unlikely to be as impressive as before. We believe that a rather tepid forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline of Nvidia’s share price.Considering that the stock is already overvalued while challenges for Nvidia continue to increase, it would be tough for the stock to continue to trade at the current relatively high multiples. That is why Nvidia remains a SELL for us, since we believe that its stock has more room to fall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382232296017976,"gmtCreate":1734349846423,"gmtModify":1734349851035,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"$MSTR for a more volatile trade but greater ROI on the short term.&nbsp; $PLTR for a more stable trade but lower ROI on the short term.","listText":"$MSTR for a more volatile trade but greater ROI on the short term.&nbsp; $PLTR for a more stable trade but lower ROI on the short term.","text":"$MSTR for a more volatile trade but greater ROI on the short term. $PLTR for a more stable trade but lower ROI on the short term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382232296017976","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377682487091512,"gmtCreate":1733237164630,"gmtModify":1733237168792,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"Once again, proven all these analyst are ru bb ish ...","listText":"Once again, proven all these analyst are ru bb ish ...","text":"Once again, proven all these analyst are ru bb ish ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377682487091512","repostId":"1171068026","repostType":2,"repost":{"id":"1171068026","kind":"news","pubTimestamp":1733220944,"share":"https://ttm.financial/m/news/1171068026?lang=&edition=fundamental","pubTime":"2024-12-03 18:15","market":"us","language":"en","title":"Palantir: It's Unlikely To End Well","url":"https://stock-news.laohu8.com/highlight/detail?id=1171068026","media":"Seeking Alpha","summary":"Palantir Technologies exhibited exceptional performance during fiscal Q3 2024 and experienced robust growth across its government  and commercial business  segments with increasing use of its AI-based solutions. The consolidated Q3 revenue increased 30% year-over-year to $726 million, topping guidance by $24 million . This represented a dramatic increase from the 17% YoY growth rate in Q3 2023, which clearly shows t","content":"<html><head></head><body><h2 id=\"id_2645234734\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Palantir&#39;s stock is driven by unrealistic expectations rather than fundamentals, despite impressive growth in AI-driven government and commercial segments.</p></li><li><p>Indeed, the company&#39;s Q3 performance was strong, with a 30% YoY revenue increase and an 8th consecutive quarter of margin growth.</p></li><li><p>Despite robust financials and AI advancements, excessive share dilution and insider selling raise concerns about long-term sustainability.</p></li><li><p>The last time I looked at PLTR in early September this year, the stock was trading at 86.7x forwarding P/E. Now, it&#39;s trading at 177.2x - 104% higher.</p></li><li><p>I maintain my &#34;Hold&#34; rating on Palantir this time as I believe that the current overvaluation might not end well for today&#39;s buyers in 2-3 years.</p></li><li><p>I am Danil Sereda, chief investment officer at a family office. I analyze information that ordinary retail investors do not have access to, and lead a investing group.</p></li></ul><h2 id=\"id_1340569759\" style=\"text-align: left;\">Intro &amp; Thesis</h2><p style=\"text-align: left;\">I&#39;ve been covering <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> here on Seeking Alpha since October 2021, initially rating the stock as a &#34;Sell&#34; due to its overvaluation and seemingly limited growth at the time. My bearish calls were successful for about a year - until market expectations shifted towards rapid growth through artificial intelligence, allowing PLTR stock to recover quickly. Due to the persistent overvaluation, I couldn&#39;t upgrade PLTR to &#34;Buy,&#34; although the positive impact of the then-new AIP boot camp program seemed quite obvious. So I upgraded the stock to &#34;Hold&#34; in February 2023 and have written about the company once a quarter since then, coming to mostly neutral conclusions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e8f22100916f8dff89987d0a8923e48\" alt=\"Seeking Alpha, the author&#39;s coverage of PLTR stock\" title=\"Seeking Alpha, the author&#39;s coverage of PLTR stock\" tg-width=\"640\" tg-height=\"532\"/><span>Seeking Alpha, the author&#39;s coverage of PLTR stock</span></p><p style=\"text-align: left;\">Last time, I argued that the inclusion of PLTR into the S&amp;P 500 Index could give bulls another catalyst to enjoy. However, I still thought that PLTR&#39;s glowing overvaluation at the time suggested limited returns for investors in the years ahead. As you might see from the above screenshot, my assumption and cautious stance didn&#39;t age well, as the stock managed to more than double since my last neutral call.</p><p style=\"text-align: left;\">Today we see the company is growing by bounds and leaps indeed. But I believe that the current PLTR&#39;s valuation is primarily driven by unrealistic hope and overextended expectations, rather than tangible fundamentals. The market seems willing to overpay for Palantir based on this optimism, assigning an excessive premium that, in my view, is unsustainable. For these reasons, I maintain my neutral rating unchanged.</p><h2 id=\"id_1336833603\" style=\"text-align: left;\">Why Do I Think So?</h2><p style=\"text-align: left;\">Palantir Technologies exhibited exceptional performance during fiscal Q3 2024 and experienced robust growth across its government (+33% YoY in sales) and commercial business (+54% YoY) segments with increasing use of its AI-based solutions. The consolidated Q3 revenue increased 30% year-over-year to $726 million, topping guidance by $24 million (the market consensus was beaten by almost $22 million as well). This represented a dramatic increase from the 17% YoY growth rate in Q3 2023, which clearly shows the company&#39;s readiness to take advantage of the AI revolution.</p><p style=\"text-align: left;\">The adjusted operating margin for the quarter was 38%, from 29% in Q3 2023, making this the 8th consecutive quarter of margin growth. As a result, the beat of consensus on the bottom line amounted to about 10%. So the strong dynamics of earnings surprises since last year kept going well, leading to unambiguous positive earnings revisions for Q4 EPS and sales expectations:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6de4553e339494255e15fcdc140f490\" alt=\"Seeking Alpha, notes added\" title=\"Seeking Alpha, notes added\" tg-width=\"640\" tg-height=\"119\"/><span>Seeking Alpha, notes added</span></p><p style=\"text-align: left;\">As was the case in the last few quarters, the solid expansion of the commercial segment was driven by the use of Palantir&#39;s Artificial Intelligence Platform (AIP), a critical component of the company&#39;s strategy. In case you haven&#39;t heard of it, simply put, AIP allows organizations to make AI work by embedding it in workflows, this way basically offering an edge over peers. As a prime example of how AIP may be essential for businesses, during the Q3 earnings call, Palantir featured cases including automating underwriting processes for a large insurance company, reducing response time from 2 weeks to just 3 hours, and creating a $30 million bottom-line impact for Trinity Rail within 3 months. The company&#39;s success in turning boot camp students into value customers looks impressive indeed, with a handful of clients making seven-figure ACV commitments within 2 months of their first sign-on, according to the company. Total commercial customers in the US rose 77% over the prior year to 321, demonstrating strong demand for the company&#39;s offering.</p><p style=\"text-align: left;\">The government segment saw strong performance as well, with revenue up 33% YoY to $408 million. U.S. government revenues, in particular, rose to $320 million, a 40% YoY and 15% QoQ increase. That increase came primarily through robust program execution, new contract signings, and good deal timing. The management said their Maven Smart System has helped the U.S. military shrink the number of targeting cells from 2,000 to 20 while maintaining effectiveness. Palantir also announced a new 5-year agreement to further leverage Maven&#39;s AI/ML platform for all branches of the US military, further consolidating its position as a premier defense partner, so I think the growth in this segment is likely to be sustained in the next few years. On the other hand, I think there is one risk factor here that suggests no acceleration in growth: U.S. military support for Ukraine could potentially decrease under a Trump administration. A potential de-escalation or pause in military actions between Russia and Ukraine may also negatively impact future growth rates for PLTR&#39;s government segment.</p><p style=\"text-align: left;\">I like the fact that PLTR&#39;s adjusted free cash flow totaled $435 million, a 60% margin, and trailing 12-month FCF was above $1 billion for the first time in the company&#39;s history. Palantir ended the quarter with $4.6 billion in cash and no debt. When we see no debt, we shall keep in mind that there&#39;s likely another form of financing - otherwise, the rapid growth in financials PLTR managed to boast of couldn&#39;t be real. And so we find that PLTR&#39;s diluted shares outstanding increased by 1.8% and 5.76% QoQ and YoY, respectively and that&#39;s although the firm repurchased ~1.8 million shares during the quarter, with $954 million under the current authorization. That&#39;s a lot of dilution, in my view, and the heavy sales of insiders don&#39;t help brighten this picture at all.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6665af9edc8ce53f4a8819264c79e949\" alt=\"TrendSpider Software, PLTR, notes added\" title=\"TrendSpider Software, PLTR, notes added\" tg-width=\"640\" tg-height=\"315\"/><span>TrendSpider Software, PLTR, notes added</span></p><p style=\"text-align: left;\">As it is, share-based compensation (a quarter in which it accounted for 22% of revenue) continues to be an issue as it effectively promises more dilution. I&#39;m not against increasing the number of shares in circulation if it helps accelerate growth and the net-net impact is positive for expansion. But to be honest, it&#39;s also concerning that insiders seem to be selling off their positions at every opportunity (as far as I can see it).</p><p style=\"text-align: left;\">Anyway, looking ahead, Palantir&#39;s executives have boosted their full-year 2024 revenue guidance to a midpoint of $2.807 billion (up 26% YoY). The firm also raised adjusted EBIT guidance to more than $1 billion and adjusted FCF guidance for the year to over $1 billion. For Q4 2024, Palantir expects revenues of $767-771 million and adjusted operating income of $298-302 million as they seem to be confident in AIP&#39;s long-term growth and that it&#39;s going to be driving customer acquisition and growth further.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0061ea96bfc9e8dc65d187fadb6b29eb\" alt=\"PLTR&#39;s IR materials\" title=\"PLTR&#39;s IR materials\" tg-width=\"640\" tg-height=\"313\"/><span>PLTR&#39;s IR materials</span></p><p style=\"text-align: left;\">Let&#39;s take a realistic look at how a strong company like Palantir can grow in the future and assess whether its current valuation is justified. According to Grand View Research, the global enterprise AI market size was estimated at $23.95 billion in 2024 and is expected to grow at a CAGR of 37.6% from 2025 to 2030. Similarly, the U.S. aerospace and defense AI market is estimated at $7.82 billion in 2024 and is expected to reach approximately $20.50 billion by 2034, growing at a CAGR of 10.09%, according to Precedence Research.</p><p style=\"text-align: left;\">In an optimistic scenario, the total market volume (TAM) for AI in companies could reach $150 to 200 billion annually by 2030. However, the market&#39;s projected revenue for Palantir by FY2030 is estimated at just $8.5 billion. This means that the implied price-to-sales ratio for FY2030 would be around 18x based on the company&#39;s current market cap of approximately $150 billion - an extremely high multiple.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16b31b5bbe714a5f3b04f3e196303ebe\" alt=\"Seeking Alpha, PLTR, notes added\" title=\"Seeking Alpha, PLTR, notes added\" tg-width=\"640\" tg-height=\"245\"/><span>Seeking Alpha, PLTR, notes added</span></p><p style=\"text-align: left;\">Clearly, the market is pricing in the expectation that Palantir will remain a key market leader in the AI space. However, even according to analysts&#39; optimistic forecasts, the company is unlikely to capture more than 10% of the overall market. A more realistic estimate assumes that Palantir&#39;s market share will be closer to 4-6% under favorable conditions. So given this, the current market cap of $150 billion appears to be significantly overvalued even with today&#39;s optimistic growth assumptions.</p><p style=\"text-align: left;\">The company needs to exceed current forecasts for revenue and net income per share growth by approximately 25-30% annually to justify the market&#39;s high level of optimism. However, in reality, we see that, at best, this year&#39;s performance might exceed expectations by only 9-11%. This indicates that, despite its impressive growth, the company is already falling significantly short of the lofty expectations placed upon it. At least, this is how the situation appears to me from an outside perspective.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04bd3d01a99c1fb691b71b1c7fbcc1f8\" alt=\"Seeking Alpha, PLTR, notes added\" title=\"Seeking Alpha, PLTR, notes added\" tg-width=\"640\" tg-height=\"253\"/><span>Seeking Alpha, PLTR, notes added</span></p><p style=\"text-align: left;\">Analysts from Argus Research (proprietary source) share my view that Palantir is extremely overvalued: Compared to its peers, PLTR&#39;s key valuation multiples are several times higher:</p><blockquote><p><em>Palantir&#39;s lagging EV/revenue multiple of 42.4 is more than double the four year historical average of 20. On a forward basis, Palantir&#39;s EV/revenue multiple of 33.6 is a multiple of the peer average of 7.1.</em></p><p>Source: Argus Research (proprietary source)</p></blockquote><p style=\"text-align: left;\">I know that many bulls justify Palantir&#39;s current valuation by arguing that the market doesn&#39;t fully grasp its high potential for future profit growth. However, let&#39;s be realistic: Even if we consider the PEG ratio, which compares the price-to-earnings ratio to the EPS growth rate, on a forward-looking basis Palantir&#39;s PEG stands at 6.4x. This is nearly 3.5 times higher than the IT sector median. It&#39;s worth noting that the IT sector as a whole is already trading near peak valuation levels. In this context, Palantir isn&#39;t only overvalued but is trading at a significant premium - 3.5 times higher - relative to an already overvalued sector.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19a1f2037e646e9084d0858a151fbab0\" alt=\"Seeking Alpha, PLTR, notes added\" title=\"Seeking Alpha, PLTR, notes added\" tg-width=\"640\" tg-height=\"437\"/><span>Seeking Alpha, PLTR, notes added</span></p><p style=\"text-align: left;\">Analysts from Morningstar Premium confirm that a potential overvaluation of PLTR could amount to tens of percentages:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06882ec356d65492c5377fcf0d49be50\" alt=\"Morningstar Premium, PLTR&#39;s fair value model\" title=\"Morningstar Premium, PLTR&#39;s fair value model\" tg-width=\"640\" tg-height=\"270\"/><span>Morningstar Premium, PLTR&#39;s fair value model</span></p><p style=\"text-align: left;\">Based on all that, I wouldn&#39;t take the risk today, as buying into this strong rally in PLTR stock seems irrational.</p><h2 id=\"id_1879576288\" style=\"text-align: left;\">The Verdict</h2><p style=\"text-align: left;\">Palantir&#39;s commitment to deploying AI, growing its commercial and government enterprise operations in the United States, and strong financial controls will likely make it an excellent candidate for business growth. As management reiterates its guidance for Q4 and FY2025, the company expects to remain in growth mode with additional investments in AIP and strategic alliances. On the other hand, all that potential growth seems to be already reflected in the stock price. So investors have to be wary of the high price and possible downside risk from the firm&#39;s dependency on massive, difficult contracts and global expansion - maybe it&#39;s finally time to follow the insiders and keep trimming.</p><p style=\"text-align: left;\">While Palantir continues to evolve and penetrate different end markets, its high valuation multiples seem to be irrational. The last time I looked at PLTR in early September this year, the stock was trading at 86.7x forwarding P/E. Now it&#39;s trading at 177.2x, 104% higher, which explains the explosive growth in the quotes. The upside from here seems to be irrational, in my view.</p><p style=\"text-align: left;\">I maintain my &#34;Hold&#34; rating on Palantir this time, as I believe that the current overvaluation might not end well for today&#39;s buyers in 2-3 years.</p></body></html>","source":"lsy1728464409321","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>Palantir: It's Unlikely To End Well</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\">\nPalantir: It's Unlikely To End Well\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741477-palantir-its-unlikely-to-end-well><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock is driven by unrealistic expectations rather than fundamentals, despite impressive growth in AI-driven government and commercial segments.Indeed, the company's Q3 performance ...</p>\n\n<a href=\"https://seekingalpha.com/article/4741477-palantir-its-unlikely-to-end-well\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4741477-palantir-its-unlikely-to-end-well","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171068026","content_text":"SummaryPalantir's stock is driven by unrealistic expectations rather than fundamentals, despite impressive growth in AI-driven government and commercial segments.Indeed, the company's Q3 performance was strong, with a 30% YoY revenue increase and an 8th consecutive quarter of margin growth.Despite robust financials and AI advancements, excessive share dilution and insider selling raise concerns about long-term sustainability.The last time I looked at PLTR in early September this year, the stock was trading at 86.7x forwarding P/E. Now, it's trading at 177.2x - 104% higher.I maintain my \"Hold\" rating on Palantir this time as I believe that the current overvaluation might not end well for today's buyers in 2-3 years.I am Danil Sereda, chief investment officer at a family office. I analyze information that ordinary retail investors do not have access to, and lead a investing group.Intro & ThesisI've been covering Palantir Technologies Inc. here on Seeking Alpha since October 2021, initially rating the stock as a \"Sell\" due to its overvaluation and seemingly limited growth at the time. My bearish calls were successful for about a year - until market expectations shifted towards rapid growth through artificial intelligence, allowing PLTR stock to recover quickly. Due to the persistent overvaluation, I couldn't upgrade PLTR to \"Buy,\" although the positive impact of the then-new AIP boot camp program seemed quite obvious. So I upgraded the stock to \"Hold\" in February 2023 and have written about the company once a quarter since then, coming to mostly neutral conclusions.Seeking Alpha, the author's coverage of PLTR stockLast time, I argued that the inclusion of PLTR into the S&P 500 Index could give bulls another catalyst to enjoy. However, I still thought that PLTR's glowing overvaluation at the time suggested limited returns for investors in the years ahead. As you might see from the above screenshot, my assumption and cautious stance didn't age well, as the stock managed to more than double since my last neutral call.Today we see the company is growing by bounds and leaps indeed. But I believe that the current PLTR's valuation is primarily driven by unrealistic hope and overextended expectations, rather than tangible fundamentals. The market seems willing to overpay for Palantir based on this optimism, assigning an excessive premium that, in my view, is unsustainable. For these reasons, I maintain my neutral rating unchanged.Why Do I Think So?Palantir Technologies exhibited exceptional performance during fiscal Q3 2024 and experienced robust growth across its government (+33% YoY in sales) and commercial business (+54% YoY) segments with increasing use of its AI-based solutions. The consolidated Q3 revenue increased 30% year-over-year to $726 million, topping guidance by $24 million (the market consensus was beaten by almost $22 million as well). This represented a dramatic increase from the 17% YoY growth rate in Q3 2023, which clearly shows the company's readiness to take advantage of the AI revolution.The adjusted operating margin for the quarter was 38%, from 29% in Q3 2023, making this the 8th consecutive quarter of margin growth. As a result, the beat of consensus on the bottom line amounted to about 10%. So the strong dynamics of earnings surprises since last year kept going well, leading to unambiguous positive earnings revisions for Q4 EPS and sales expectations:Seeking Alpha, notes addedAs was the case in the last few quarters, the solid expansion of the commercial segment was driven by the use of Palantir's Artificial Intelligence Platform (AIP), a critical component of the company's strategy. In case you haven't heard of it, simply put, AIP allows organizations to make AI work by embedding it in workflows, this way basically offering an edge over peers. As a prime example of how AIP may be essential for businesses, during the Q3 earnings call, Palantir featured cases including automating underwriting processes for a large insurance company, reducing response time from 2 weeks to just 3 hours, and creating a $30 million bottom-line impact for Trinity Rail within 3 months. The company's success in turning boot camp students into value customers looks impressive indeed, with a handful of clients making seven-figure ACV commitments within 2 months of their first sign-on, according to the company. Total commercial customers in the US rose 77% over the prior year to 321, demonstrating strong demand for the company's offering.The government segment saw strong performance as well, with revenue up 33% YoY to $408 million. U.S. government revenues, in particular, rose to $320 million, a 40% YoY and 15% QoQ increase. That increase came primarily through robust program execution, new contract signings, and good deal timing. The management said their Maven Smart System has helped the U.S. military shrink the number of targeting cells from 2,000 to 20 while maintaining effectiveness. Palantir also announced a new 5-year agreement to further leverage Maven's AI/ML platform for all branches of the US military, further consolidating its position as a premier defense partner, so I think the growth in this segment is likely to be sustained in the next few years. On the other hand, I think there is one risk factor here that suggests no acceleration in growth: U.S. military support for Ukraine could potentially decrease under a Trump administration. A potential de-escalation or pause in military actions between Russia and Ukraine may also negatively impact future growth rates for PLTR's government segment.I like the fact that PLTR's adjusted free cash flow totaled $435 million, a 60% margin, and trailing 12-month FCF was above $1 billion for the first time in the company's history. Palantir ended the quarter with $4.6 billion in cash and no debt. When we see no debt, we shall keep in mind that there's likely another form of financing - otherwise, the rapid growth in financials PLTR managed to boast of couldn't be real. And so we find that PLTR's diluted shares outstanding increased by 1.8% and 5.76% QoQ and YoY, respectively and that's although the firm repurchased ~1.8 million shares during the quarter, with $954 million under the current authorization. That's a lot of dilution, in my view, and the heavy sales of insiders don't help brighten this picture at all.TrendSpider Software, PLTR, notes addedAs it is, share-based compensation (a quarter in which it accounted for 22% of revenue) continues to be an issue as it effectively promises more dilution. I'm not against increasing the number of shares in circulation if it helps accelerate growth and the net-net impact is positive for expansion. But to be honest, it's also concerning that insiders seem to be selling off their positions at every opportunity (as far as I can see it).Anyway, looking ahead, Palantir's executives have boosted their full-year 2024 revenue guidance to a midpoint of $2.807 billion (up 26% YoY). The firm also raised adjusted EBIT guidance to more than $1 billion and adjusted FCF guidance for the year to over $1 billion. For Q4 2024, Palantir expects revenues of $767-771 million and adjusted operating income of $298-302 million as they seem to be confident in AIP's long-term growth and that it's going to be driving customer acquisition and growth further.PLTR's IR materialsLet's take a realistic look at how a strong company like Palantir can grow in the future and assess whether its current valuation is justified. According to Grand View Research, the global enterprise AI market size was estimated at $23.95 billion in 2024 and is expected to grow at a CAGR of 37.6% from 2025 to 2030. Similarly, the U.S. aerospace and defense AI market is estimated at $7.82 billion in 2024 and is expected to reach approximately $20.50 billion by 2034, growing at a CAGR of 10.09%, according to Precedence Research.In an optimistic scenario, the total market volume (TAM) for AI in companies could reach $150 to 200 billion annually by 2030. However, the market's projected revenue for Palantir by FY2030 is estimated at just $8.5 billion. This means that the implied price-to-sales ratio for FY2030 would be around 18x based on the company's current market cap of approximately $150 billion - an extremely high multiple.Seeking Alpha, PLTR, notes addedClearly, the market is pricing in the expectation that Palantir will remain a key market leader in the AI space. However, even according to analysts' optimistic forecasts, the company is unlikely to capture more than 10% of the overall market. A more realistic estimate assumes that Palantir's market share will be closer to 4-6% under favorable conditions. So given this, the current market cap of $150 billion appears to be significantly overvalued even with today's optimistic growth assumptions.The company needs to exceed current forecasts for revenue and net income per share growth by approximately 25-30% annually to justify the market's high level of optimism. However, in reality, we see that, at best, this year's performance might exceed expectations by only 9-11%. This indicates that, despite its impressive growth, the company is already falling significantly short of the lofty expectations placed upon it. At least, this is how the situation appears to me from an outside perspective.Seeking Alpha, PLTR, notes addedAnalysts from Argus Research (proprietary source) share my view that Palantir is extremely overvalued: Compared to its peers, PLTR's key valuation multiples are several times higher:Palantir's lagging EV/revenue multiple of 42.4 is more than double the four year historical average of 20. On a forward basis, Palantir's EV/revenue multiple of 33.6 is a multiple of the peer average of 7.1.Source: Argus Research (proprietary source)I know that many bulls justify Palantir's current valuation by arguing that the market doesn't fully grasp its high potential for future profit growth. However, let's be realistic: Even if we consider the PEG ratio, which compares the price-to-earnings ratio to the EPS growth rate, on a forward-looking basis Palantir's PEG stands at 6.4x. This is nearly 3.5 times higher than the IT sector median. It's worth noting that the IT sector as a whole is already trading near peak valuation levels. In this context, Palantir isn't only overvalued but is trading at a significant premium - 3.5 times higher - relative to an already overvalued sector.Seeking Alpha, PLTR, notes addedAnalysts from Morningstar Premium confirm that a potential overvaluation of PLTR could amount to tens of percentages:Morningstar Premium, PLTR's fair value modelBased on all that, I wouldn't take the risk today, as buying into this strong rally in PLTR stock seems irrational.The VerdictPalantir's commitment to deploying AI, growing its commercial and government enterprise operations in the United States, and strong financial controls will likely make it an excellent candidate for business growth. As management reiterates its guidance for Q4 and FY2025, the company expects to remain in growth mode with additional investments in AIP and strategic alliances. On the other hand, all that potential growth seems to be already reflected in the stock price. So investors have to be wary of the high price and possible downside risk from the firm's dependency on massive, difficult contracts and global expansion - maybe it's finally time to follow the insiders and keep trimming.While Palantir continues to evolve and penetrate different end markets, its high valuation multiples seem to be irrational. The last time I looked at PLTR in early September this year, the stock was trading at 86.7x forwarding P/E. Now it's trading at 177.2x, 104% higher, which explains the explosive growth in the quotes. The upside from here seems to be irrational, in my view.I maintain my \"Hold\" rating on Palantir this time, as I believe that the current overvaluation might not end well for today's buyers in 2-3 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348465182093408,"gmtCreate":1726080636420,"gmtModify":1726080640927,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 by end of year","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $150 by end of year","text":"$NVIDIA Corp(NVDA)$ $150 by end of year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348465182093408","repostId":"1170436037","repostType":2,"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343655953158344,"gmtCreate":1724929972274,"gmtModify":1726124508660,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $142 within 15 days.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> $142 within 15 days.&nbsp;","text":"$NVIDIA Corp(NVDA)$ $142 within 15 days.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343655953158344","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283477968416960,"gmtCreate":1710247357604,"gmtModify":1710247361514,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"$NVDA $1000","listText":"$NVDA $1000","text":"$NVDA $1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283477968416960","repostId":"1162670896","repostType":2,"repost":{"id":"1162670896","kind":"news","pubTimestamp":1710211826,"share":"https://ttm.financial/m/news/1162670896?lang=&edition=fundamental","pubTime":"2024-03-12 10:50","market":"us","language":"en","title":"Dear NVDA Stock Fans, Mark Your Calendars for March 18","url":"https://stock-news.laohu8.com/highlight/detail?id=1162670896","media":"InvestorPlace","summary":"$Nvidia$ is getting ready for one of the year’s biggest tech events.The GTC Conference will bring some key product updates for investors.This means that NVDA stock will be in focus until March 18, when the event kicks off.Are you ready for one of the top tech events of the year?","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is getting ready for one of the year’s biggest tech events.</p></li><li><p>The GTC Conference will bring some key product updates for investors.</p></li><li><p>This means that NVDA stock will be in focus until March 18, when the event kicks off.</p></li></ul><p>Are you ready for one of the top tech events of the year? Nvidia and NVDA stock investors are gearing up for the company’s GPU Technology Conference (GTC). Now, many eyes are on the artificial intelligence (AI) leader as it prepares for the event on March 18.</p><p>Given how much NVDA stock has risen on the back of the AI boom, it makes sense that Nvidia would be hosting what is described as “the #1 AI conference for developers.” This year, the conference will also be held in person, allowing attendees the opportunity to hear a keynote address from CEO Jensen Huang and see many workshops and demonstrations.</p><p>When Nvidia is in the spotlight, it tends to boost other AI stocks. Granted, NVDA stock has done an excellent job rising over the past six months. However, GTC has the potential to push shares up <em>even more</em>. Let’s take a closer look at why this event should matter to investors.</p><h3 id=\"id_3042219029\">NVDA Stock in 2024</h3><p style=\"text-align: start;\">After surging during the 2023 AI boom, some experts suggested that NVDA didn’t have much more room to run. However, just in past six months, shares have risen more than 90%. This indicates two things: 1) Nvidia may be able to fly even higher from here and 2) the AI market remains red hot. Indeed, investor enthusiasm is still skyrocketing, making now an excellent time for Nvidia to provide key updates at the conference.</p><p style=\"text-align: start;\">For anyone following the rapidly evolving world of AI, this conference is a can’t-miss event. In the short term, then, NVDA stock is likely to rise as anticipation builds for what the company will announce.</p><h3 id=\"id_3748222810\" style=\"text-align: start;\">What Comes Next?</h3><p style=\"text-align: start;\">As NVDA has skyrocketed, many experts have wondered how long Nvidia can maintain its dominance. The company produces key tech needed for AI development. But as <em>The Wall Street Journal </em>reports, the chipmaker is in rapidly shifting market.</p><p><em>InvestorPlace’s </em>Luke Lango has noted that this poses challenges for NVDA stock. Still, while it is presently unclear who the ultimate AI winner will be, companies like Nvidia have the opportunity to grow even more.</p><p style=\"text-align: start;\">What Nvidia rolls out in the coming year will do much to determine whether it can remain an AI winner. GTC 2024 will give investors an important look into its plans moving forward.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dear NVDA Stock Fans, Mark Your Calendars for March 18</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\">\nDear NVDA Stock Fans, Mark Your Calendars for March 18\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/03/dear-nvda-stock-fans-mark-your-calendars-for-march-18/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia is getting ready for one of the year’s biggest tech events.The GTC Conference will bring some key product updates for investors.This means that NVDA stock will be in focus until March 18, when ...</p>\n\n<a href=\"https://investorplace.com/2024/03/dear-nvda-stock-fans-mark-your-calendars-for-march-18/\">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://investorplace.com/2024/03/dear-nvda-stock-fans-mark-your-calendars-for-march-18/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162670896","content_text":"Nvidia is getting ready for one of the year’s biggest tech events.The GTC Conference will bring some key product updates for investors.This means that NVDA stock will be in focus until March 18, when the event kicks off.Are you ready for one of the top tech events of the year? Nvidia and NVDA stock investors are gearing up for the company’s GPU Technology Conference (GTC). Now, many eyes are on the artificial intelligence (AI) leader as it prepares for the event on March 18.Given how much NVDA stock has risen on the back of the AI boom, it makes sense that Nvidia would be hosting what is described as “the #1 AI conference for developers.” This year, the conference will also be held in person, allowing attendees the opportunity to hear a keynote address from CEO Jensen Huang and see many workshops and demonstrations.When Nvidia is in the spotlight, it tends to boost other AI stocks. Granted, NVDA stock has done an excellent job rising over the past six months. However, GTC has the potential to push shares up even more. Let’s take a closer look at why this event should matter to investors.NVDA Stock in 2024After surging during the 2023 AI boom, some experts suggested that NVDA didn’t have much more room to run. However, just in past six months, shares have risen more than 90%. This indicates two things: 1) Nvidia may be able to fly even higher from here and 2) the AI market remains red hot. Indeed, investor enthusiasm is still skyrocketing, making now an excellent time for Nvidia to provide key updates at the conference.For anyone following the rapidly evolving world of AI, this conference is a can’t-miss event. In the short term, then, NVDA stock is likely to rise as anticipation builds for what the company will announce.What Comes Next?As NVDA has skyrocketed, many experts have wondered how long Nvidia can maintain its dominance. The company produces key tech needed for AI development. But as The Wall Street Journal reports, the chipmaker is in rapidly shifting market.InvestorPlace’s Luke Lango has noted that this poses challenges for NVDA stock. Still, while it is presently unclear who the ultimate AI winner will be, companies like Nvidia have the opportunity to grow even more.What Nvidia rolls out in the coming year will do much to determine whether it can remain an AI winner. GTC 2024 will give investors an important look into its plans moving forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248842774896720,"gmtCreate":1701784757413,"gmtModify":1701786651805,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"USA is just a racist country that cannot stand the Chinese being better than them. poor little beings.","listText":"USA is just a racist country that cannot stand the Chinese being better than them. poor little beings.","text":"USA is just a racist country that cannot stand the Chinese being better than them. poor little beings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248842774896720","repostId":"2389379815","repostType":2,"repost":{"id":"2389379815","kind":"highlight","pubTimestamp":1701758409,"share":"https://ttm.financial/m/news/2389379815?lang=&edition=fundamental","pubTime":"2023-12-05 14:40","market":"us","language":"en","title":"US Commerce Secretary to Crack down on Nvidia AI Chips Redesigned to Get Around Trade Curbs","url":"https://stock-news.laohu8.com/highlight/detail?id=2389379815","media":"Fox Business","summary":"Secretary of Commerce Gina Raimondo put companies like Nvidia that manufacture artificial intelligence (AI) chips on notice that the agency will move to quickly crack down on redesigned chips intended","content":"<html><head></head><body><p>Secretary of Commerce Gina Raimondo put companies like Nvidia that manufacture artificial intelligence (AI) chips on notice that the agency will move to quickly crack down on redesigned chips intended to get around export controls that apply to adversarial countries like China.</p><p>The Commerce Department has put in place export controls designed to restrict the most advanced AI chips from being sold to countries like China where they could serve a dual-use purpose, aiding the country’s military modernization while also boosting its economic and technological competitiveness. Export controls require companies to obtain a license from federal agencies to sell covered products overseas, effectively giving the government a veto over the transaction.</p><p>To retain access to lucrative overseas markets affected by the export controls, chipmakers have redesigned modified versions of those chips to make them compliant with the regulations — which has prompted a game of cat-and-mouse as the agency imposes new curbs in response to the reworked chips.</p><p>&#34;We cannot let China get these chips. Period. We’re going to deny them our most cutting-edge technology,&#34; Raimondo said Saturday at the Reagan National Defense Forum in California.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42493cb9c07fa2f0fa77256a04be7d4b\" tg-width=\"1280\" tg-height=\"720\"/></p><p> Secretary of Commerce Gina Raimondo said that AI chipmakers that redesign AI chips to get around export controls will see the reworked chips subjected to those controls as well.</p><p>&#34;I know there are CEOs of chip companies in this audience who were a little cranky with me when I did that because you’re losing revenue,&#34; Raimondo explained. &#34;Such is life. Protecting our national security matters more than short-term revenue.&#34;</p><p>&#34;If you redesign a chip around a particular cut line that enables them to do AI, I’m going to control it the very next day,&#34; she added.</p><p>A spokesperson for Nvidia told FOX Business, &#34;We are engaged with the U.S. government and, following the government’s clear guidelines, are working to offer compliant data center solutions to customers worldwide.&#34;</p><p>The Commerce Department did not immediately respond to a request for comment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47117846bd721f58dd9e679d6d85157b\" tg-width=\"1280\" tg-height=\"720\"/></p><p> Nvidia CFO Colette Kress said on a November 2023 earnings call that about one-fourth of the revenue from the company&#39;s data center segment comes from countries subject to export controls.</p><p>The Biden administration issued a broad set of export controls broadly aimed at restricting China’s access to the most advanced AI chips that can serve dual-use purposes in October 2022. The administration expanded on those restrictions this fall with another round of export controls.</p><p>Nvidia has sold its A800 and H800 AI chips in the Chinese market as recently as this summer, which are modified versions of more powerful products like the A100 and H100 in its portfolio that have been subject to export controls. The A800 and H800 chips, as well as Nvidia’s L40S chips, were added to the export control list in mid-October 2023, which Nvidia said came about when the Commerce Dept. sped up the restrictions’ implementation.</p><p>China is locked in a race with the U.S. to achieve technological supremacy in the AI space and needs high-end AI chips from U.S. companies to achieve that.</p><p>China isn’t the only country the U.S. has imposed export controls on that cover AI chips. The Biden administration has also extended those restrictions to Vietnam and several countries in the Middle East, which Nvidia noted includes but isn’t limited to Saudi Arabia and the United Arab Emirates, while Israel is excluded from the export controls.</p><p>During an earnings call last month, Nvidia chief financial officer Colette Kress indicated the company plans to produce products that comply with export controls in the months ahead.</p><p>She noted that about one-fourth of the company’s sales in its data center segment, which generated $14.5 billion in revenue in Q3 of its fiscal year 2024, come from countries covered by the export controls.</p><p>&#34;We expect that our sales to these destinations will decline significantly in the fourth quarter of fiscal 2024, though we believe the decline will be more than offset by strong growth in other regions,&#34; she added.</p></body></html>","source":"yahoofinance","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>US Commerce Secretary to Crack down on Nvidia AI Chips Redesigned to Get Around Trade Curbs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Commerce Secretary to Crack down on Nvidia AI Chips Redesigned to Get Around Trade Curbs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-05 14:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/commerce-secretary-crack-down-nvidia-234417503.html><strong>Fox Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Secretary of Commerce Gina Raimondo put companies like Nvidia that manufacture artificial intelligence (AI) chips on notice that the agency will move to quickly crack down on redesigned chips intended...</p>\n\n<a href=\"https://finance.yahoo.com/news/commerce-secretary-crack-down-nvidia-234417503.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4543":"AI","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","BK4579":"人工智能","BK4141":"半导体产品","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4503":"景林资产持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4551":"寇图资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4581":"高盛持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","BK4529":"IDC概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4592":"伊斯兰概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4585":"ETF&股票定投概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","NVDA":"英伟达","BK4587":"ChatGPT概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://finance.yahoo.com/news/commerce-secretary-crack-down-nvidia-234417503.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2389379815","content_text":"Secretary of Commerce Gina Raimondo put companies like Nvidia that manufacture artificial intelligence (AI) chips on notice that the agency will move to quickly crack down on redesigned chips intended to get around export controls that apply to adversarial countries like China.The Commerce Department has put in place export controls designed to restrict the most advanced AI chips from being sold to countries like China where they could serve a dual-use purpose, aiding the country’s military modernization while also boosting its economic and technological competitiveness. Export controls require companies to obtain a license from federal agencies to sell covered products overseas, effectively giving the government a veto over the transaction.To retain access to lucrative overseas markets affected by the export controls, chipmakers have redesigned modified versions of those chips to make them compliant with the regulations — which has prompted a game of cat-and-mouse as the agency imposes new curbs in response to the reworked chips.\"We cannot let China get these chips. Period. We’re going to deny them our most cutting-edge technology,\" Raimondo said Saturday at the Reagan National Defense Forum in California. Secretary of Commerce Gina Raimondo said that AI chipmakers that redesign AI chips to get around export controls will see the reworked chips subjected to those controls as well.\"I know there are CEOs of chip companies in this audience who were a little cranky with me when I did that because you’re losing revenue,\" Raimondo explained. \"Such is life. Protecting our national security matters more than short-term revenue.\"\"If you redesign a chip around a particular cut line that enables them to do AI, I’m going to control it the very next day,\" she added.A spokesperson for Nvidia told FOX Business, \"We are engaged with the U.S. government and, following the government’s clear guidelines, are working to offer compliant data center solutions to customers worldwide.\"The Commerce Department did not immediately respond to a request for comment. Nvidia CFO Colette Kress said on a November 2023 earnings call that about one-fourth of the revenue from the company's data center segment comes from countries subject to export controls.The Biden administration issued a broad set of export controls broadly aimed at restricting China’s access to the most advanced AI chips that can serve dual-use purposes in October 2022. The administration expanded on those restrictions this fall with another round of export controls.Nvidia has sold its A800 and H800 AI chips in the Chinese market as recently as this summer, which are modified versions of more powerful products like the A100 and H100 in its portfolio that have been subject to export controls. The A800 and H800 chips, as well as Nvidia’s L40S chips, were added to the export control list in mid-October 2023, which Nvidia said came about when the Commerce Dept. sped up the restrictions’ implementation.China is locked in a race with the U.S. to achieve technological supremacy in the AI space and needs high-end AI chips from U.S. companies to achieve that.China isn’t the only country the U.S. has imposed export controls on that cover AI chips. The Biden administration has also extended those restrictions to Vietnam and several countries in the Middle East, which Nvidia noted includes but isn’t limited to Saudi Arabia and the United Arab Emirates, while Israel is excluded from the export controls.During an earnings call last month, Nvidia chief financial officer Colette Kress indicated the company plans to produce products that comply with export controls in the months ahead.She noted that about one-fourth of the company’s sales in its data center segment, which generated $14.5 billion in revenue in Q3 of its fiscal year 2024, come from countries covered by the export controls.\"We expect that our sales to these destinations will decline significantly in the fourth quarter of fiscal 2024, though we believe the decline will be more than offset by strong growth in other regions,\" she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389659327893624,"gmtCreate":1736139292095,"gmtModify":1736139295893,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> ok. After CES, lets head for $160. New ATH!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> ok. After CES, lets head for $160. New ATH!&nbsp;","text":"$NVIDIA(NVDA)$ ok. After CES, lets head for $160. New ATH!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389659327893624","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970298156,"gmtCreate":1684452788875,"gmtModify":1684452793981,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"Power power. Lets go!","listText":"Power power. Lets go!","text":"Power power. Lets go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970298156","repostId":"2336346410","repostType":2,"repost":{"id":"2336346410","kind":"highlight","pubTimestamp":1684414417,"share":"https://ttm.financial/m/news/2336346410?lang=&edition=fundamental","pubTime":"2023-05-18 20:53","market":"us","language":"en","title":"Tesla Stock: Strong Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2336346410","media":"Seeking Alpha","summary":"SummaryIn spite of its Q1 earnings miss, Tesla, Inc. continues to break its own records, and the com","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>In spite of its Q1 earnings miss, Tesla, Inc. continues to break its own records, and the company&#39;s automotive models are becoming bestsellers across the globe.</p></li><li><p>I see Tesla&#39;s price war as a mighty weapon to unlock long-term sustainable cash inflows.</p></li><li><p>My valuation analysis suggests Tesla stock is still massively undervalued.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/376fabc6addb015088c8d8fb417ee900\" alt=\"Justin Sullivan\" title=\"Justin Sullivan\" tg-width=\"750\" tg-height=\"454\"/><span>Justin Sullivan</span></p><h2>Investment thesis</h2><p>I shared my initial bullish analysis on the <strong>Tesla, Inc.</strong> (NASDAQ:TSLA) stock two months ago. The stock has underperformed the broad market since then, delivering a 7.72% decline compared to more than 5% growth for the S&amp;P 500 Index (SP500).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dde90932010ba6bb7d1e830ad3f358b\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"328\" tg-height=\"458\"/><span>Seeking Alpha</span></p><p>The company faces headwinds due to the current harsh macro environment, but I am convinced they are temporary and not secular. In my new article, I analyze recent developments and update my valuation analysis to explain why I am increasing my position in the stock. TSLA stock is attractively valued, and Tesla has the strongest position among all automakers, both legacy (&#34;ICE&#34;) and electric vehicle (&#34;EV&#34;), to weather the current storm in the broad environment.</p><h2>Recent developments</h2><p>Let me start with the latest earnings, released on April 19, 2023. The company delivered a tiny miss in revenue and EPS, and TSLA stock responded with a more than 8% decline after the earnings release. The miss was ridiculously small, so the market overreacted, in my opinion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e7851d29c19022e77555664433a7da7\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"237\"/><span>Seeking Alpha</span></p><p>Revenue increased 24% YoY and declined about 4% sequentially. Earnings showed a YoY decline sequentially due to weaker gross margin performance as the company addressed decelerating demand growth with discounts. I see discounts as an intelligent move by Tesla management, especially given the company&#39;s strong pricing power thanks to best-in-class profitability metrics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9610c4627c93f59b3f25f0f881d5ee9a\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"255\"/><span>Seeking Alpha</span></p><p>If we dig deeper into pricing power, I would also like to underline that Tesla is the only company with a net cash position, compared to major automakers with the strongest liquidity position.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f47001a37129391a05e30d3a4fdac3ba\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"283\"/><span>Seeking Alpha</span></p><p>For me, it is apparent that competitors cannot win in the price war initiated by Tesla if they do not want to go bankrupt. Thus, it is highly likely that Tesla will increase market share during this macro turmoil at competitors&#39; expense. If we consider the EV business nature, increasing sales and market share for Tesla is the most important, in my opinion. First, the company is aggressively ramping up production with long-term investments in CAPEX, so it is a long play to where the market leader will take it all. Second, the nature of EVs gives the company cross-selling opportunities like new software or superchargers. It is not just about getting profit from selling a durable product to customers. Still, it is about creating a base to unlock additional sustainable and forecastable sources of income apart from automotive sales. Thus, I am very positive about Tesla&#39;s management decision to sacrifice margins over the short term to sustain more earnings potential over the long term.</p><p>There are signs that discounts are working well. For example, Model Y became Europe&#39;s best-selling car in Q1 2023, according to Fleetnews. Model Y is also number one this year in Germany, looking at April&#39;s normalized trailing quarter. Model 3 is very close to the top-3 in Germany, by the way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/889b9a0cda336393da18c893d35384a6\" alt=\"Cleantechnica.com\" title=\"Cleantechnica.com\" tg-width=\"640\" tg-height=\"466\"/><span>Cleantechnica.com</span></p><p>We also have fresh April sales data from Australia, the world&#39;s 13th-largest economy by GDP. Tesla continues to dominate the Australian EV market, selling more cars in the first 4 months of 2023 than during the whole of 2021.</p><p>For the full 2023, Elon Musk reiterated the target to deliver 1.8 vehicles, with a best-case scenario of 2 million, which represents almost 40% growth compared to 2022. Other important information from the Q1 earnings call regarding the automotive segment included plans to conduct a delivery event for Cybertruck during Q3 2023. According to Gary Black, Cybertruck can help Tesla to overperform in terms of base case deliveries goal to achieve total of 1.9 million vehicle deliveries in 2023. That can be the case, especially given an amazingly large backlog for the Cybertruck.</p><p>Other segments demonstrated impressive growth YoY, though Energy and Services segment sales represented less than 15% of total quarterly sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57b3cb852f00c498f6aed9a5a5d23a3a\" alt=\"Tesla&#39;s latest earnings presentation\" title=\"Tesla&#39;s latest earnings presentation\" tg-width=\"640\" tg-height=\"77\"/><span>Tesla&#39;s latest earnings presentation</span></p><p>What I would like to underline is that Energy Generation and Storage segment sales increased 148% YoY, reflecting stronger Powerwall and Megapack deployments. During the earnings call, management said that demand outweighs production capacity. According to Elon Musk, Tesla is now boosting production at a dedicated Megapack factory to help meet the increased demand.</p><p>What also has improved my optimism in recent developments is the release regarding the new Twitter CEO. It means that Elon Musk will step down as Twitter&#39;s boss and will now have more capacity to involve himself in Tesla&#39;s business. For me, as an investor, it is a positive sign.</p><p>Yesterday, on May 16, Tesla conducted its annual general meeting with shareholders, where Elon Musk shared the future prospects of the company. For me, the most important was the piece of information regarding the Full-Self Driving [FSD] developments. According to the CEO, the software is &#34;getting close to where it&#39;s safer than human driving&#34; and reiterated his expectations that the system should be ready during 2023.</p><p>Overall, I am quite positive about recent developments for Tesla, especially the way the company addresses current headwinds without sacrificing long-term goals and strategy</p><h2>Valuation update</h2><p>A lot has happened since my previous valuation analysis was conducted. Therefore I need to update it with more reasonable assumptions. First, for WACC, this time, I use 11%, which is the highest point of the range provided by valueinvesting.io. Second, given the challenging environment and Tesla&#39;s discounts to address slowing demand, I revise free cash flow (&#34;FCF&#34;) estimates to be more conservative. For FCF margin, I use 3.25%, which is FY 2022 levered FCF less stock-based compensation (&#34;SBC&#34;). And I also use revised consensus revenue estimates which project a 21% CAGR over the next decade, one percentage point lower than earlier. I expect the FCF margin to expand one percentage point per year between 2023 and 2025 and to accelerate to 150 basis points for the years beyond as the tough macro environment will ease.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/928e944b1457b278bcbeb53b9148e8d2\" alt=\"Author&#39;s calculations\" title=\"Author&#39;s calculations\" tg-width=\"640\" tg-height=\"224\"/><span>Author&#39;s calculations</span></p><p>As we can see, after incorporating all assumptions into the model, TSLA stock is massively undervalued, with tremendous upside potential. But I would like to simulate an additional scenario with a less favorable revenue growth rate and other assumptions remaining unchanged. There are different forecasts on the overall EV market growth rate till 2030, but I prefer to use a more conservative 17.3% CAGR provided by vantagemarketresearch.com and round it down to 16% to be on the safer side.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/887f69fa38f250720d2e2fd5248ea455\" alt=\"Author&#39;s calculations\" title=\"Author&#39;s calculations\" tg-width=\"640\" tg-height=\"235\"/><span>Author&#39;s calculations</span></p><p>As you can see, even under a much more pessimistic revenue growth trajectory, the stock has substantial upside potential. If you would like to know the &#34;break-even&#34; growth rate where NPV becomes close to zero, it would be 13.1% CAGR, according to my valuation model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a7e93f50e310a82337c9b1ab4b0738c\" alt=\"Author&#39;s calculation\" title=\"Author&#39;s calculation\" tg-width=\"640\" tg-height=\"237\"/><span>Author&#39;s calculation</span></p><p>I am highly convinced that 13.1% CAGR is doable for Tesla, given the secular global shift to EV, where the company is a leader with a strong brand and customer loyalty. Thus, I believe that the margin of safety is vast here.</p><p>Also, if we look from a valuation ratios standpoint, we can see that current multiples are much lower than 5-year averages, which for me, also suggests undervaluation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ea653926e99114a47f543740e7bd721\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"499\"/><span>Seeking Alpha</span></p><h2>Risks update</h2><p>As we have seen, Tesla has vast pricing power to address weakening demand due to challenges in the macroenvironment, including probable recession for most of the developed economies, which are the most aggressive EV adopters. But there is rather high uncertainty in terms of the extent and severity of the recession. I am confident that Tesla will weather the storm, but broader conditions will affect its revenue growth and margins expansion pace. These metrics, in turn, will directly affect valuations, meaning that the tougher the recession will be, the longer it will take Tesla to achieve its long-term goals.</p><p>The possible global credit crunch also poses additional risks for Tesla. With fewer credits and loans available for vehicle buyers demand will continue to soften. A vehicle is a durable good that is usually financed by either loan or lease. With higher base rates from central banks, all financial services become much more expensive for consumers, including loans/leases and insurance as well. The chronological length of the credit crunch together with the probable recession should significantly affect Tesla&#39;s growth prospects.</p><h2>Bottom line</h2><p>Overall, I reiterate my strong buy thesis for Tesla, Inc. stock. The company apparently faces multiple headwinds in the current broad reality, but Tesla has everything to weather the storm, including unmatched pricing power together with the solid balance sheet. My valuation analysis suggests TSLA stock has massive upside potential and it is the reason I am adding Tesla to my portfolio at current levels. Risks are in place, but I believe that the potential Tesla, Inc. upside outweighs them by far.</p><p><em>This article is written by </em><strong><em>Dair Sansyzbayev</em></strong><em> for reference only. Please note the risks.</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Strong Buy?</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; 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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\">\nTesla Stock: Strong Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-18 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4605486-tesla-stock-reiterating-strong-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn spite of its Q1 earnings miss, Tesla, Inc. continues to break its own records, and the company's automotive models are becoming bestsellers across the globe.I see Tesla's price war as a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4605486-tesla-stock-reiterating-strong-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4527":"明星科技股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4588":"碎股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4550":"红杉资本持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","LU0056508442.USD":"贝莱德世界科技基金A2","BK4551":"寇图资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉","BK4511":"特斯拉概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4099":"汽车制造商","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://seekingalpha.com/article/4605486-tesla-stock-reiterating-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2336346410","content_text":"SummaryIn spite of its Q1 earnings miss, Tesla, Inc. continues to break its own records, and the company's automotive models are becoming bestsellers across the globe.I see Tesla's price war as a mighty weapon to unlock long-term sustainable cash inflows.My valuation analysis suggests Tesla stock is still massively undervalued.Justin SullivanInvestment thesisI shared my initial bullish analysis on the Tesla, Inc. (NASDAQ:TSLA) stock two months ago. The stock has underperformed the broad market since then, delivering a 7.72% decline compared to more than 5% growth for the S&P 500 Index (SP500).Seeking AlphaThe company faces headwinds due to the current harsh macro environment, but I am convinced they are temporary and not secular. In my new article, I analyze recent developments and update my valuation analysis to explain why I am increasing my position in the stock. TSLA stock is attractively valued, and Tesla has the strongest position among all automakers, both legacy (\"ICE\") and electric vehicle (\"EV\"), to weather the current storm in the broad environment.Recent developmentsLet me start with the latest earnings, released on April 19, 2023. The company delivered a tiny miss in revenue and EPS, and TSLA stock responded with a more than 8% decline after the earnings release. The miss was ridiculously small, so the market overreacted, in my opinion.Seeking AlphaRevenue increased 24% YoY and declined about 4% sequentially. Earnings showed a YoY decline sequentially due to weaker gross margin performance as the company addressed decelerating demand growth with discounts. I see discounts as an intelligent move by Tesla management, especially given the company's strong pricing power thanks to best-in-class profitability metrics.Seeking AlphaIf we dig deeper into pricing power, I would also like to underline that Tesla is the only company with a net cash position, compared to major automakers with the strongest liquidity position.Seeking AlphaFor me, it is apparent that competitors cannot win in the price war initiated by Tesla if they do not want to go bankrupt. Thus, it is highly likely that Tesla will increase market share during this macro turmoil at competitors' expense. If we consider the EV business nature, increasing sales and market share for Tesla is the most important, in my opinion. First, the company is aggressively ramping up production with long-term investments in CAPEX, so it is a long play to where the market leader will take it all. Second, the nature of EVs gives the company cross-selling opportunities like new software or superchargers. It is not just about getting profit from selling a durable product to customers. Still, it is about creating a base to unlock additional sustainable and forecastable sources of income apart from automotive sales. Thus, I am very positive about Tesla's management decision to sacrifice margins over the short term to sustain more earnings potential over the long term.There are signs that discounts are working well. For example, Model Y became Europe's best-selling car in Q1 2023, according to Fleetnews. Model Y is also number one this year in Germany, looking at April's normalized trailing quarter. Model 3 is very close to the top-3 in Germany, by the way.Cleantechnica.comWe also have fresh April sales data from Australia, the world's 13th-largest economy by GDP. Tesla continues to dominate the Australian EV market, selling more cars in the first 4 months of 2023 than during the whole of 2021.For the full 2023, Elon Musk reiterated the target to deliver 1.8 vehicles, with a best-case scenario of 2 million, which represents almost 40% growth compared to 2022. Other important information from the Q1 earnings call regarding the automotive segment included plans to conduct a delivery event for Cybertruck during Q3 2023. According to Gary Black, Cybertruck can help Tesla to overperform in terms of base case deliveries goal to achieve total of 1.9 million vehicle deliveries in 2023. That can be the case, especially given an amazingly large backlog for the Cybertruck.Other segments demonstrated impressive growth YoY, though Energy and Services segment sales represented less than 15% of total quarterly sales.Tesla's latest earnings presentationWhat I would like to underline is that Energy Generation and Storage segment sales increased 148% YoY, reflecting stronger Powerwall and Megapack deployments. During the earnings call, management said that demand outweighs production capacity. According to Elon Musk, Tesla is now boosting production at a dedicated Megapack factory to help meet the increased demand.What also has improved my optimism in recent developments is the release regarding the new Twitter CEO. It means that Elon Musk will step down as Twitter's boss and will now have more capacity to involve himself in Tesla's business. For me, as an investor, it is a positive sign.Yesterday, on May 16, Tesla conducted its annual general meeting with shareholders, where Elon Musk shared the future prospects of the company. For me, the most important was the piece of information regarding the Full-Self Driving [FSD] developments. According to the CEO, the software is \"getting close to where it's safer than human driving\" and reiterated his expectations that the system should be ready during 2023.Overall, I am quite positive about recent developments for Tesla, especially the way the company addresses current headwinds without sacrificing long-term goals and strategyValuation updateA lot has happened since my previous valuation analysis was conducted. Therefore I need to update it with more reasonable assumptions. First, for WACC, this time, I use 11%, which is the highest point of the range provided by valueinvesting.io. Second, given the challenging environment and Tesla's discounts to address slowing demand, I revise free cash flow (\"FCF\") estimates to be more conservative. For FCF margin, I use 3.25%, which is FY 2022 levered FCF less stock-based compensation (\"SBC\"). And I also use revised consensus revenue estimates which project a 21% CAGR over the next decade, one percentage point lower than earlier. I expect the FCF margin to expand one percentage point per year between 2023 and 2025 and to accelerate to 150 basis points for the years beyond as the tough macro environment will ease.Author's calculationsAs we can see, after incorporating all assumptions into the model, TSLA stock is massively undervalued, with tremendous upside potential. But I would like to simulate an additional scenario with a less favorable revenue growth rate and other assumptions remaining unchanged. There are different forecasts on the overall EV market growth rate till 2030, but I prefer to use a more conservative 17.3% CAGR provided by vantagemarketresearch.com and round it down to 16% to be on the safer side.Author's calculationsAs you can see, even under a much more pessimistic revenue growth trajectory, the stock has substantial upside potential. If you would like to know the \"break-even\" growth rate where NPV becomes close to zero, it would be 13.1% CAGR, according to my valuation model.Author's calculationI am highly convinced that 13.1% CAGR is doable for Tesla, given the secular global shift to EV, where the company is a leader with a strong brand and customer loyalty. Thus, I believe that the margin of safety is vast here.Also, if we look from a valuation ratios standpoint, we can see that current multiples are much lower than 5-year averages, which for me, also suggests undervaluation.Seeking AlphaRisks updateAs we have seen, Tesla has vast pricing power to address weakening demand due to challenges in the macroenvironment, including probable recession for most of the developed economies, which are the most aggressive EV adopters. But there is rather high uncertainty in terms of the extent and severity of the recession. I am confident that Tesla will weather the storm, but broader conditions will affect its revenue growth and margins expansion pace. These metrics, in turn, will directly affect valuations, meaning that the tougher the recession will be, the longer it will take Tesla to achieve its long-term goals.The possible global credit crunch also poses additional risks for Tesla. With fewer credits and loans available for vehicle buyers demand will continue to soften. A vehicle is a durable good that is usually financed by either loan or lease. With higher base rates from central banks, all financial services become much more expensive for consumers, including loans/leases and insurance as well. The chronological length of the credit crunch together with the probable recession should significantly affect Tesla's growth prospects.Bottom lineOverall, I reiterate my strong buy thesis for Tesla, Inc. stock. The company apparently faces multiple headwinds in the current broad reality, but Tesla has everything to weather the storm, including unmatched pricing power together with the solid balance sheet. My valuation analysis suggests TSLA stock has massive upside potential and it is the reason I am adding Tesla to my portfolio at current levels. Risks are in place, but I believe that the potential Tesla, Inc. upside outweighs them by far.This article is written by Dair Sansyzbayev for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010793545,"gmtCreate":1648465904161,"gmtModify":1676534341145,"author":{"id":"3584770030351627","authorId":"3584770030351627","name":"jluxe8181","avatar":"https://community-static.tradeup.com/news/21395e77bcc4e4bb3ebe01bf7098c9e9","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584770030351627","authorIdStr":"3584770030351627"},"themes":[],"htmlText":"Wtf....? Pre Market soaring 7%??? What happened???","listText":"Wtf....? Pre Market soaring 7%??? What happened???","text":"Wtf....? Pre Market soaring 7%??? What happened???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010793545","repostId":"2222744850","repostType":2,"repost":{"id":"2222744850","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648448661,"share":"https://ttm.financial/m/news/2222744850?lang=&edition=fundamental","pubTime":"2022-03-28 14:24","market":"us","language":"en","title":"Tesla Suspends Shanghai Factory Output for Four Days on Covid Curbs -Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2222744850","media":"Reuters","summary":"SHANGHAI, March 28 (Reuters) - U.S. automaker Tesla is suspending production at its Shanghai factory","content":"<html><head></head><body><p>SHANGHAI, March 28 (Reuters) - U.S. automaker Tesla is suspending production at its Shanghai factory for four days after the financial hub said on Sunday it would lock down in two stages to carry out mass testing for COVID 19, two people familiar with the matter said.</p><p>The company has notified its workers and suppliers of the move, the people said.</p><p>It initially attempted to create a closed loop to continue production and called workers in on Sunday, one of the sources said. However, it allowed them to leave that evening after it decided it did not have enough provisions for them, the source added.</p><p>Tesla declined to comment on whether production had been suspended. In a statement to Reuters it said that it always strived to fulfil its epidemic prevention responsibilities and that it believed Shanghai&#39;s COVID-19 measures helped lay the foundation for the city&#39;s future development.</p><p>Shanghai said on Sunday it would lock down the city in two stages to carry out COVID-19 testing over nine days.</p><p>Authorities said they would divide Shanghai in two for the exercise, using the Huangpu River that passes through the city as a guide.</p><p>The Tesla factory is in the Lingang district of Pudong new area, which is part of Shanghai&#39;s first lockdown stage. Its lockdown started early on Monday and is scheduled to last until Friday morning.</p><p>Tesla had already in mid-March suspended production at the Shanghai factory for two days after the city rolled out strict movement controls and carried out mass testing.</p><p>Its Shanghai factory produces cars for the China market and is also a crucial export hub to Germany and Japan. It delivered 56,515 vehicles in February, including 33,315 for export, according to the China Passenger Car Association.</p><p>That amounts to an average of about 2,018 vehicles a day.</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>Tesla Suspends Shanghai Factory Output for Four Days on Covid Curbs -Sources</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\">\nTesla Suspends Shanghai Factory Output for Four Days on Covid Curbs -Sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-28 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SHANGHAI, March 28 (Reuters) - U.S. automaker Tesla is suspending production at its Shanghai factory for four days after the financial hub said on Sunday it would lock down in two stages to carry out mass testing for COVID 19, two people familiar with the matter said.</p><p>The company has notified its workers and suppliers of the move, the people said.</p><p>It initially attempted to create a closed loop to continue production and called workers in on Sunday, one of the sources said. However, it allowed them to leave that evening after it decided it did not have enough provisions for them, the source added.</p><p>Tesla declined to comment on whether production had been suspended. In a statement to Reuters it said that it always strived to fulfil its epidemic prevention responsibilities and that it believed Shanghai&#39;s COVID-19 measures helped lay the foundation for the city&#39;s future development.</p><p>Shanghai said on Sunday it would lock down the city in two stages to carry out COVID-19 testing over nine days.</p><p>Authorities said they would divide Shanghai in two for the exercise, using the Huangpu River that passes through the city as a guide.</p><p>The Tesla factory is in the Lingang district of Pudong new area, which is part of Shanghai&#39;s first lockdown stage. Its lockdown started early on Monday and is scheduled to last until Friday morning.</p><p>Tesla had already in mid-March suspended production at the Shanghai factory for two days after the city rolled out strict movement controls and carried out mass testing.</p><p>Its Shanghai factory produces cars for the China market and is also a crucial export hub to Germany and Japan. It delivered 56,515 vehicles in February, including 33,315 for export, according to the China Passenger Car Association.</p><p>That amounts to an average of about 2,018 vehicles a day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222744850","content_text":"SHANGHAI, March 28 (Reuters) - U.S. automaker Tesla is suspending production at its Shanghai factory for four days after the financial hub said on Sunday it would lock down in two stages to carry out mass testing for COVID 19, two people familiar with the matter said.The company has notified its workers and suppliers of the move, the people said.It initially attempted to create a closed loop to continue production and called workers in on Sunday, one of the sources said. However, it allowed them to leave that evening after it decided it did not have enough provisions for them, the source added.Tesla declined to comment on whether production had been suspended. In a statement to Reuters it said that it always strived to fulfil its epidemic prevention responsibilities and that it believed Shanghai's COVID-19 measures helped lay the foundation for the city's future development.Shanghai said on Sunday it would lock down the city in two stages to carry out COVID-19 testing over nine days.Authorities said they would divide Shanghai in two for the exercise, using the Huangpu River that passes through the city as a guide.The Tesla factory is in the Lingang district of Pudong new area, which is part of Shanghai's first lockdown stage. Its lockdown started early on Monday and is scheduled to last until Friday morning.Tesla had already in mid-March suspended production at the Shanghai factory for two days after the city rolled out strict movement controls and carried out mass testing.Its Shanghai factory produces cars for the China market and is also a crucial export hub to Germany and Japan. It delivered 56,515 vehicles in February, including 33,315 for export, according to the China Passenger Car Association.That amounts to an average of about 2,018 vehicles a day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}