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syzuhair

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03-21

Why nvidia ceo messes up qubt

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02-20

Cba is losing me money

Sorry, the original content has been removed

02-14

is this stock dead?

@AmitS:$Quantum Computing Inc.(QUBT)$ loss

02-12

$WESFARMERS LTD(WES.AU)$ why it isnt moving. This is a meme stock

02-04

What why nooooo

ASX Tumbles into the Red as China Tariff Takes Effect

02-02

Crash is coming

Sorry, the original content has been removed

01-31

Price is going down buddy

NVIDIA Corporation (NVDA): AI Revenue Soars with Data Center Growth

01-31

Trump plz help us

Nvidia CEO Huang to Meet Trump at White House on Friday

01-30

Nvidia going to tank. Short the stock

Nvidia Bearish Momentum Explained

01-27

Who is this investor u r referring to?

Stock Track | Quantum Computing Inc. Plunges Over 5% as Top Investor Warns Against the Stock

01-23

Buy at 9 sell at 11. Repeat like a meme stock

Avoid Quantum Computing Inc. At All Costs

01-23

Avg prive 22 dollar. Buy and than sell at 24. Earn like a meme stock

Stock Track | Rocket Lab USA Plummets 7.32% as Concerns Arise Over Valuation and Growth Prospects

01-23

Agreed. Same happening with Qubt. i got rug pulled

Stock Track | Rigetti Computing Plummets 5.08% on Wall Street Skepticism over Quantum Computing Hype

01-19

Invest now to earn later

Super Micro Computer: This Is The Turning Point

01-17

What M&A

Quantum Computing Debate Continues, But We See Staggering Gains Ahead

01-17

I am losing 600 usd at the moment in one days trade. You better be right after future.

Quantum Computing Debate Continues, But We See Staggering Gains Ahead

01-13

Its a rug pull.

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01-07

Sell Nvidia now to save ur loses

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01-02

it will sink red

2024-12-30

$COMMONWEALTH BANK OF AUSTRAL(CBA.AU)$ it will go up as the US stock rises in the next few days

Go to Tiger App to see more news

Invest in Global Markets with Tiger Brokers!

Open App

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loss","images":[{"img":"https://community-static.tradeup.com/news/8f70fa94cf17e5aa0d10240c3cdb08bb","width":"1290","height":"7224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/403290829713896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402620794716256,"gmtCreate":1739323605471,"gmtModify":1739323609165,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WES.AU\">$WESFARMERS LTD(WES.AU)$ </a> why it isnt moving. This is a meme stock","listText":"<a href=\"https://ttm.financial/S/WES.AU\">$WESFARMERS LTD(WES.AU)$ </a> why it isnt moving. This is a meme stock","text":"$WESFARMERS LTD(WES.AU)$ why it isnt moving. This is a meme stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402620794716256","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399867059392696,"gmtCreate":1738648727464,"gmtModify":1738648731259,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"What why nooooo","listText":"What why nooooo","text":"What why nooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399867059392696","repostId":"1171102879","repostType":2,"repost":{"id":"1171102879","kind":"news","pubTimestamp":1738647665,"share":"https://ttm.financial/m/news/1171102879?lang=&edition=full_marsco","pubTime":"2025-02-04 13:41","language":"en","title":"ASX Tumbles into the Red as China Tariff Takes Effect","url":"https://stock-news.laohu8.com/highlight/detail?id=1171102879","media":"The Australian Financial Review","summary":"The US’ implementation of a 10 per cent tariff on all Chinese imports sent the ASX crashing in to the red in the final minutes of trade.The index closed 0.1 per cent, or 5.4 points lower at 8374 points.","content":"<html><head></head><body><p style=\"text-align: start;\">The United States’ implementation of a 10 per cent tariff on all Chinese imports sent the ASX crashing in to the red in the final minutes of trade.</p><p style=\"text-align: start;\">The index closed 0.1 per cent, or 5.4 points lower at 8374 points. The index had approached a 1 per cent gain before a sell-off in oil producers and the China tariffs coming in to effect saw the index pare gains.</p><p style=\"text-align: start;\">US President Donald Trump’s 10 per cent tariff on all imports from China came in to effect at the market close, sparking a last-minute sell-off as traders digested the impact on demand for Australian raw materials and the wider economy. The Australian dollar tumbled below US62¢ on the news. Meanwhile, Mexico and Canada both negotiated the postponement of US President Donald Trump’s proposed 25 per cent tariff on imports from both nations.</p><p style=\"text-align: start;\">The ASX’s sell-off hit the four big banks, with all closing in the red. <strong>Commonwealth Bank</strong> reversed earlier gains, slipping 0.3 per cent to $157.70. The sell-off was broad, with industry heavyweight <strong>Goodman Group</strong> tumbling 1.2 per cent to $US35.46 and retail giant <strong>Wesfarmers</strong> falling 1 per cent to $74.45.</p><p style=\"text-align: start;\">A sell-off in energy stocks also hit the ASX after tariffs on Canada and Mexico – two major sources of crude oil for the US – were delayed, hitting oil prices. Brent crude tumbled on Tuesday to trade at $US75.31 a barrel, reversing a rally on Monday that saw prices top $US77. <strong>Woodside</strong> fell 0.9 per cent to $24.35 and petroleum producer <strong>Ampol</strong> fell 1.8 per cent to $28.65.</p><p style=\"text-align: start;\">The sell-off spared miners, however, as traders awaited clarity on tariffs when the US president hosts talks with China later this week.</p><p style=\"text-align: start;\">AMP chief economist Shane Oliver said the effect of a trade war on Australian goods would be minor, although an adverse impact would be felt for raw materials. “[Australia] is vulnerable to an indirect impact, which could result from a fall in global trade and less demand for our raw materials from China,” he said, adding that “much will depend on how hard Trump goes.”</p><p style=\"text-align: start;\">Elsewhere on the index, technology stocks rallied throughout the day, buoyed by positive earnings reporting from US AI bellwether Palantir that sent shares surging more than 23 per cent in after hours trading.</p><p style=\"text-align: start;\"><strong>WiseTech</strong> jumped 3.6 per cent, closing at $124.50, <strong>TechnologyOne</strong> rose 1.9 per cent to $31.27 and <strong>NextDC</strong> 1.4 per cent to $14.74. Bitcoin topped a 7 per cent rise on Tuesday, trading above $US101,000, after investors flocked back to risk assets, before paring some gains.</p><h2 id=\"id_3682952075\" style=\"text-align: start;\">Stocks in focus</h2><p style=\"text-align: start;\"><strong>Pro Medicus</strong> posted the index’s biggest gain. The shares jumped 5.2 per cent to$283.92 after the company signed a $53 million contract with US healthcare network BayCare to roll out its Visage diagnostic imaging platform.</p><p style=\"text-align: start;\">In corporate news, <strong>Seek</strong>’s proposed acquisition of <strong>Xref </strong>for $42.1 million has fallen through after the bid failed to receive sufficient support from the takeover target’s shareholders. Seek’s shares were flat at $23.07 while Xref tumbled 22.6 per cent to 12¢.</p><p style=\"text-align: start;\"><strong>Predictive Discovery</strong> shares rallied 13.2 per cent, closing at 30¢, on news the gold explorer would offload a 10 per cent stake to two mining investors to raise $69.2 million.</p></body></html>","source":"afr_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>ASX Tumbles into the Red as China Tariff Takes Effect</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\">\nASX Tumbles into the Red as China Tariff Takes Effect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-04 13:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/markets/equity-markets/s-and-p-500-pares-loss-as-mexico-gets-one-month-tariff-reprieve-20250204-p5l9ae><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The United States’ implementation of a 10 per cent tariff on all Chinese imports sent the ASX crashing in to the red in the final minutes of trade.The index closed 0.1 per cent, or 5.4 points lower at...</p>\n\n<a href=\"https://www.afr.com/markets/equity-markets/s-and-p-500-pares-loss-as-mexico-gets-one-month-tariff-reprieve-20250204-p5l9ae\">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.afr.com/markets/equity-markets/s-and-p-500-pares-loss-as-mexico-gets-one-month-tariff-reprieve-20250204-p5l9ae","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171102879","content_text":"The United States’ implementation of a 10 per cent tariff on all Chinese imports sent the ASX crashing in to the red in the final minutes of trade.The index closed 0.1 per cent, or 5.4 points lower at 8374 points. The index had approached a 1 per cent gain before a sell-off in oil producers and the China tariffs coming in to effect saw the index pare gains.US President Donald Trump’s 10 per cent tariff on all imports from China came in to effect at the market close, sparking a last-minute sell-off as traders digested the impact on demand for Australian raw materials and the wider economy. The Australian dollar tumbled below US62¢ on the news. Meanwhile, Mexico and Canada both negotiated the postponement of US President Donald Trump’s proposed 25 per cent tariff on imports from both nations.The ASX’s sell-off hit the four big banks, with all closing in the red. Commonwealth Bank reversed earlier gains, slipping 0.3 per cent to $157.70. The sell-off was broad, with industry heavyweight Goodman Group tumbling 1.2 per cent to $US35.46 and retail giant Wesfarmers falling 1 per cent to $74.45.A sell-off in energy stocks also hit the ASX after tariffs on Canada and Mexico – two major sources of crude oil for the US – were delayed, hitting oil prices. Brent crude tumbled on Tuesday to trade at $US75.31 a barrel, reversing a rally on Monday that saw prices top $US77. Woodside fell 0.9 per cent to $24.35 and petroleum producer Ampol fell 1.8 per cent to $28.65.The sell-off spared miners, however, as traders awaited clarity on tariffs when the US president hosts talks with China later this week.AMP chief economist Shane Oliver said the effect of a trade war on Australian goods would be minor, although an adverse impact would be felt for raw materials. “[Australia] is vulnerable to an indirect impact, which could result from a fall in global trade and less demand for our raw materials from China,” he said, adding that “much will depend on how hard Trump goes.”Elsewhere on the index, technology stocks rallied throughout the day, buoyed by positive earnings reporting from US AI bellwether Palantir that sent shares surging more than 23 per cent in after hours trading.WiseTech jumped 3.6 per cent, closing at $124.50, TechnologyOne rose 1.9 per cent to $31.27 and NextDC 1.4 per cent to $14.74. Bitcoin topped a 7 per cent rise on Tuesday, trading above $US101,000, after investors flocked back to risk assets, before paring some gains.Stocks in focusPro Medicus posted the index’s biggest gain. The shares jumped 5.2 per cent to$283.92 after the company signed a $53 million contract with US healthcare network BayCare to roll out its Visage diagnostic imaging platform.In corporate news, Seek’s proposed acquisition of Xref for $42.1 million has fallen through after the bid failed to receive sufficient support from the takeover target’s shareholders. Seek’s shares were flat at $23.07 while Xref tumbled 22.6 per cent to 12¢.Predictive Discovery shares rallied 13.2 per cent, closing at 30¢, on news the gold explorer would offload a 10 per cent stake to two mining investors to raise $69.2 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399145455423976,"gmtCreate":1738472832645,"gmtModify":1738472836275,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Crash is coming","listText":"Crash is coming","text":"Crash is coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399145455423976","repostId":"1125563113","repostType":2,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398711138595432,"gmtCreate":1738367074279,"gmtModify":1738367077107,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Price is going down buddy","listText":"Price is going down buddy","text":"Price is going down buddy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398711138595432","repostId":"2507951061","repostType":2,"repost":{"id":"2507951061","kind":"highlight","pubTimestamp":1738324599,"share":"https://ttm.financial/m/news/2507951061?lang=&edition=full_marsco","pubTime":"2025-01-31 19:56","market":"us","language":"en","title":"NVIDIA Corporation (NVDA): AI Revenue Soars with Data Center Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2507951061","media":"Insider Monkey","summary":"We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where NVIDIA Corporation  stands against Coatue’s other most important AI stocks.Read more about these developments by accessing10 Best AI Data Center Stocksand10 Buzzing AI Stocks According to Goldman Sachs.Philippe Laffont ofCoatue Managementargues that AI could be the start of a new “super cycle” in the tech industry. Previous cycles included the rise of personal computers in the 1980s, networking in the 1990s, wired internet in the 2000s, and mobile internet in the 2010s, leading to the cloud era. However, software and internet experts Kash Rangan and Eric Sheridan highlight a key difference: this time, companies are linking AI investments directly to revenue generation, providing a financial safety net that was absent in past cycles.","content":"<html><body><p>We recently published a list of <strong>Coatue’s 35 Most Important AI Stocks</strong>. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against Coatue’s other most important AI stocks.</p>\n<p>Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices. Over the past year, the S&amp;P 500, heavily influenced by tech giants, has risen by nearly 22%, while the tech-heavy NASDAQ Composite has surged over 26%. Initially, market analysts had predicted an increase in interest around growth options for 2024 due to easing inflation and potential rate cuts. However, AI has taken this expected interest and amplified it into an economy-wide wave of optimism. While tech stocks have been the primary beneficiaries, AI’s influence is expanding across industries such as manufacturing, supply chain, transportation, entertainment, and retail.</p>\n<p>Investment in AI is growing rapidly across various sectors. A recent Goldman Sachs report estimates that global businesses will invest nearly $1 trillion in AI infrastructure over the next few years. Venture capital (VC) investments in AI startups are also on the rise. In the first half of 2024 alone, VC firms made approximately 200 AI-related deals, injecting nearly $22 billion into the sector. The average AI startup funding round now exceeds $100 million, with company valuations averaging over $1 billion. In contrast, non-AI startups typically receive around $20 million in funding and have valuations near $200 million, indicating AI’s outsized appeal to investors.</p>\n<p>Companies that were early adopters of AI have experienced significant gains, particularly those specializing in graphics processing units (GPUs), AI chips, and generative AI technologies. The median returns of AI-linked firms in the S&amp;P 500 stand at 20%, compared to just 2% for non-AI stocks. AI companies are also responsible for 90% of the total returns on the NASDAQ Composite Index. These gains are expected to drive earnings growth and contribute to broader economic expansion. According to Joseph Briggs, a senior global economist at Goldman Sachs, AI is projected to automate 25% of all work tasks in the next decade, increasing US productivity by 9% and boosting GDP growth by more than 6%.</p>\n<p>Read more about these developments by accessing <b>10 Best AI Data Center Stocks</b> and <b>10 Buzzing AI Stocks According to Goldman Sachs</b><b>.</b></p>\n<p>Philippe Laffont of <strong>Coatue Management</strong> argues that AI could be the start of a new “super cycle” in the tech industry. Previous cycles included the rise of personal computers in the 1980s, networking in the 1990s, wired internet in the 2000s, and mobile internet in the 2010s, leading to the cloud era. However, software and internet experts Kash Rangan and Eric Sheridan highlight a key difference: this time, companies are linking AI investments directly to revenue generation, providing a financial safety net that was absent in past cycles.</p>\n<p>Since the launch of ChatGPT by OpenAI in early 2023, the industry’s focus has shifted from software to AI hardware and infrastructure. AI infrastructure companies have collectively added nearly $6 trillion to their market capitalization since Q1 2023. Before large-scale AI automation becomes commonplace—MIT economist Daron Acemoglu estimates this will take more than a decade—AI infrastructure is expanding into areas such as utilities, energy, internet, and industrials. Interestingly, companies in these sectors that support AI development have posted returns rivaling those of traditional AI firms.</p>\n<p>The growing demand for AI-driven data centers is also driving investments in the energy and utilities sectors. Goldman Sachs analysts Carly Davenport and Alberto Gandolf expect AI adoption to drive a surge in electricity demand not seen in decades. However, whether AI’s growth will align with energy infrastructure investments remains uncertain due to regulatory constraints and supply chain limitations in the utilities sector. Even if necessary investments materialize, their full benefits may take years to reach AI companies.</p>\n<p>Read more about these developments by accessing <b>30</b> <b>Most Important AI Stocks According to BlackRock</b> and <b>Beyond the Tech Giants: 35 Non-Tech AI Opportunities</b><b>.</b></p>\n<p>Some investors remain cautious, fearing an AI bubble similar to the dot-com crash of the early 2000s. However, current data suggests that AI valuations are far more grounded than those of the dot-com era. At the height of the dot-com bubble, software firms traded at price-to-earnings (P/E) ratios of 132x, compared to a five-year average of 37x in 1999. In contrast, in 2023, even the biggest AI stocks had P/E ratios around 39x, with a five-year average of 40x. These figures suggest that AI valuations are not overinflated, reinforcing investor confidence in AI’s long-term potential.</p>\n<p>AI companies are increasingly targeting multi-trillion-dollar valuations, comparable to today’s largest software and internet firms. Over the past decade, tech giants have scaled their businesses to unprecedented levels, combining billions of users, hundreds of billions in revenue, and tens of billions in net income. Today, a handful of firms account for 80% of the valuation of the Fortune 500. These companies dominate industries such as smartphones, e-commerce, cloud computing, and software-as-a-service (SaaS), all of which AI is poised to disrupt. As a result, these firms are aggressively incorporating AI into their business strategies to maintain market leadership.</p>\n<p>Some investors worry that AI firms could overshadow software companies, impacting long-term valuations. The price-to-sales (P/S) ratio for software stocks, which peaked in 2021, is now at an all-time low. Slower earnings growth has also contributed to negative sentiment in the sector. Coatue’s research shows that over the next twelve months, only 1% of SaaS companies expect 30% earnings growth, down from 30% during the SaaS boom. However, as human-machine interaction shifts towards natural language processing and generative AI, software companies that successfully integrate AI into their platforms are likely to thrive.</p>\n<p>As inflation cools, rate hikes ease, and prospects for a soft economic landing improve, AI’s macroeconomic outlook remains strong. AI is now the primary driver of future earnings growth in the S&amp;P 500. According to Coatue’s projections, AI-linked stocks are expected to grow at a compound annual rate of nearly 20% over the next three years, outperforming non-AI stocks by approximately 14%. Additionally, 40% of future tech sector earnings are expected to be fueled by AI advancements. All available data points to a bright future for AI investments, with its influence extending far beyond traditional tech firms. As companies continue integrating AI into their operations, productivity and economic growth are set to accelerate, making AI one of the most transformative forces in modern history.</p>\n<p>For this article, we selected AI stocks by combing through a note on the AI industry by Coatue Management. These stocks are also popular among other hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (<strong>see more details here</strong>).</p>\n<p><img height=\"1280\" src=\"https://s1.yimg.com/uu/api/res/1.2/qgLUJnPoM62d6A50qoQy0Q--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/07c0b7e7d56cc1de166e2a28043049b3\" width=\"1920\"/></p>\n<h3><b>NVIDIA Corporation (NASDAQ:</b><b>NVDA</b><b>) </b></h3>\n<p><b><i>Number of Hedge Fund Holders: 193 </i></b></p>\n<p>NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. In the report for the fourth quarter of 2024, GAAP earnings per diluted share was $4.93, showing an increase of 33% from the previous quarter and up 765% from a year ago. Non-GAAP earnings per diluted share was $5.16, showing an increase of 28% from the previous quarter and up 486% from a year ago. These metrics indicate strong financial performance driven by higher revenues and improved margins, positioning the company for continued success. Also, record quarterly data center revenue was $18.4 billion, showing an increase of 27% from the third quarter, indicating heightened demand for data center products or services, possibly driven by trends like cloud computing expansion. NVIDIA Corporation (NASDAQ:NVDA) has also launched AI foundation Models for RTX AI PCs. These models offered as NVIDIA NIM microservices, are accelerated by new GeForce RTX 50 Series GPUs, which feature up to 3,352 trillion operations per second of AI performance and 32GB of VRAM.</p>\n<p>Overall, NVDA <strong><b>ranks 4th</b></strong> on our list of Coatue’s most important AI stocks. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for a stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about the <b>cheapest AI stock</b>.</p>\n<p><strong><b>READ NEXT: </b></strong><strong><b>20 Best AI Stocks To Buy Now</b></strong><strong><b> and </b></strong><strong><b>Complete List of 59 AI Companies Under $2 Billion in Market Cap</b></strong></p>\n<p>Disclosure: None. This article is originally published at <strong><b>Insider Monkey</b></strong><strong><b>.</b></strong></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>NVIDIA Corporation (NVDA): AI Revenue Soars with Data Center Growth</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 Corporation (NVDA): AI Revenue Soars with Data Center Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 19:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-corporation-nvda-ai-revenue-115639874.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against Coatue’s other most ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-corporation-nvda-ai-revenue-115639874.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-corporation-nvda-ai-revenue-115639874.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2507951061","content_text":"We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against Coatue’s other most important AI stocks.\nArtificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices. Over the past year, the S&P 500, heavily influenced by tech giants, has risen by nearly 22%, while the tech-heavy NASDAQ Composite has surged over 26%. Initially, market analysts had predicted an increase in interest around growth options for 2024 due to easing inflation and potential rate cuts. However, AI has taken this expected interest and amplified it into an economy-wide wave of optimism. While tech stocks have been the primary beneficiaries, AI’s influence is expanding across industries such as manufacturing, supply chain, transportation, entertainment, and retail.\nInvestment in AI is growing rapidly across various sectors. A recent Goldman Sachs report estimates that global businesses will invest nearly $1 trillion in AI infrastructure over the next few years. Venture capital (VC) investments in AI startups are also on the rise. In the first half of 2024 alone, VC firms made approximately 200 AI-related deals, injecting nearly $22 billion into the sector. The average AI startup funding round now exceeds $100 million, with company valuations averaging over $1 billion. In contrast, non-AI startups typically receive around $20 million in funding and have valuations near $200 million, indicating AI’s outsized appeal to investors.\nCompanies that were early adopters of AI have experienced significant gains, particularly those specializing in graphics processing units (GPUs), AI chips, and generative AI technologies. The median returns of AI-linked firms in the S&P 500 stand at 20%, compared to just 2% for non-AI stocks. AI companies are also responsible for 90% of the total returns on the NASDAQ Composite Index. These gains are expected to drive earnings growth and contribute to broader economic expansion. According to Joseph Briggs, a senior global economist at Goldman Sachs, AI is projected to automate 25% of all work tasks in the next decade, increasing US productivity by 9% and boosting GDP growth by more than 6%.\nRead more about these developments by accessing 10 Best AI Data Center Stocks and 10 Buzzing AI Stocks According to Goldman Sachs.\nPhilippe Laffont of Coatue Management argues that AI could be the start of a new “super cycle” in the tech industry. Previous cycles included the rise of personal computers in the 1980s, networking in the 1990s, wired internet in the 2000s, and mobile internet in the 2010s, leading to the cloud era. However, software and internet experts Kash Rangan and Eric Sheridan highlight a key difference: this time, companies are linking AI investments directly to revenue generation, providing a financial safety net that was absent in past cycles.\nSince the launch of ChatGPT by OpenAI in early 2023, the industry’s focus has shifted from software to AI hardware and infrastructure. AI infrastructure companies have collectively added nearly $6 trillion to their market capitalization since Q1 2023. Before large-scale AI automation becomes commonplace—MIT economist Daron Acemoglu estimates this will take more than a decade—AI infrastructure is expanding into areas such as utilities, energy, internet, and industrials. Interestingly, companies in these sectors that support AI development have posted returns rivaling those of traditional AI firms.\nThe growing demand for AI-driven data centers is also driving investments in the energy and utilities sectors. Goldman Sachs analysts Carly Davenport and Alberto Gandolf expect AI adoption to drive a surge in electricity demand not seen in decades. However, whether AI’s growth will align with energy infrastructure investments remains uncertain due to regulatory constraints and supply chain limitations in the utilities sector. Even if necessary investments materialize, their full benefits may take years to reach AI companies.\nRead more about these developments by accessing 30 Most Important AI Stocks According to BlackRock and Beyond the Tech Giants: 35 Non-Tech AI Opportunities.\nSome investors remain cautious, fearing an AI bubble similar to the dot-com crash of the early 2000s. However, current data suggests that AI valuations are far more grounded than those of the dot-com era. At the height of the dot-com bubble, software firms traded at price-to-earnings (P/E) ratios of 132x, compared to a five-year average of 37x in 1999. In contrast, in 2023, even the biggest AI stocks had P/E ratios around 39x, with a five-year average of 40x. These figures suggest that AI valuations are not overinflated, reinforcing investor confidence in AI’s long-term potential.\nAI companies are increasingly targeting multi-trillion-dollar valuations, comparable to today’s largest software and internet firms. Over the past decade, tech giants have scaled their businesses to unprecedented levels, combining billions of users, hundreds of billions in revenue, and tens of billions in net income. Today, a handful of firms account for 80% of the valuation of the Fortune 500. These companies dominate industries such as smartphones, e-commerce, cloud computing, and software-as-a-service (SaaS), all of which AI is poised to disrupt. As a result, these firms are aggressively incorporating AI into their business strategies to maintain market leadership.\nSome investors worry that AI firms could overshadow software companies, impacting long-term valuations. The price-to-sales (P/S) ratio for software stocks, which peaked in 2021, is now at an all-time low. Slower earnings growth has also contributed to negative sentiment in the sector. Coatue’s research shows that over the next twelve months, only 1% of SaaS companies expect 30% earnings growth, down from 30% during the SaaS boom. However, as human-machine interaction shifts towards natural language processing and generative AI, software companies that successfully integrate AI into their platforms are likely to thrive.\nAs inflation cools, rate hikes ease, and prospects for a soft economic landing improve, AI’s macroeconomic outlook remains strong. AI is now the primary driver of future earnings growth in the S&P 500. According to Coatue’s projections, AI-linked stocks are expected to grow at a compound annual rate of nearly 20% over the next three years, outperforming non-AI stocks by approximately 14%. Additionally, 40% of future tech sector earnings are expected to be fueled by AI advancements. All available data points to a bright future for AI investments, with its influence extending far beyond traditional tech firms. As companies continue integrating AI into their operations, productivity and economic growth are set to accelerate, making AI one of the most transformative forces in modern history.\nFor this article, we selected AI stocks by combing through a note on the AI industry by Coatue Management. These stocks are also popular among other hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n\nNVIDIA Corporation (NASDAQ:NVDA) \nNumber of Hedge Fund Holders: 193 \nNVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. In the report for the fourth quarter of 2024, GAAP earnings per diluted share was $4.93, showing an increase of 33% from the previous quarter and up 765% from a year ago. Non-GAAP earnings per diluted share was $5.16, showing an increase of 28% from the previous quarter and up 486% from a year ago. These metrics indicate strong financial performance driven by higher revenues and improved margins, positioning the company for continued success. Also, record quarterly data center revenue was $18.4 billion, showing an increase of 27% from the third quarter, indicating heightened demand for data center products or services, possibly driven by trends like cloud computing expansion. NVIDIA Corporation (NASDAQ:NVDA) has also launched AI foundation Models for RTX AI PCs. These models offered as NVIDIA NIM microservices, are accelerated by new GeForce RTX 50 Series GPUs, which feature up to 3,352 trillion operations per second of AI performance and 32GB of VRAM.\nOverall, NVDA ranks 4th on our list of Coatue’s most important AI stocks. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for a stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398672369590712,"gmtCreate":1738357261465,"gmtModify":1738369137979,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Trump plz help us&nbsp;","listText":"Trump plz help us&nbsp;","text":"Trump plz help us","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398672369590712","repostId":"2507563968","repostType":4,"repost":{"id":"2507563968","kind":"highlight","pubTimestamp":1738339374,"share":"https://ttm.financial/m/news/2507563968?lang=&edition=full_marsco","pubTime":"2025-02-01 00:02","market":"us","language":"en","title":"Nvidia CEO Huang to Meet Trump at White House on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=2507563968","media":"Bloomberg","summary":"Meeting is latest sign of Trump’s focus on AI technologySitdown comes after new Chinese AI model sparked concernPresident Donald Trump will meet with Nvidia Corp. chief executive Jensen Huang at the W","content":"<html><head></head><body><ul style=\"\"><li><p>Meeting is latest sign of Trump’s focus on AI technology</p></li><li><p>Sitdown comes after new Chinese AI model sparked concern</p></li></ul><p>President Donald Trump will meet with Nvidia Corp. chief executive Jensen Huang at the White House on Friday, according to people familiar, days after a new Chinese AI model from DeepSeek sparked concern among technology industry leaders and tanked the US stock market.</p><p>Nvidia stock rose 2% on the news. Other chip stocks also rallied. SOXL up 7%; Super Micro up 6%; Arm up 5%; Marvell, Broadcom up 4.7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3fda5773f78d33b4f29554da645db0dd\" tg-width=\"505\" tg-height=\"711\"/></p><p style=\"text-align: start;\">The meeting is the latest sign of Trump’s growing commitment to the rapidly evolving sphere of AI technology and comes at the end of a rocky week for the world’s leading chipmaker. Plans for the meeting were shared by people familiar on condition of anonymity.</p><p style=\"text-align: start;\">The recent debut of a powerful AI model from Chinese startup DeepSeek sent Nvidia and other tech stocks into a tailspin Monday and triggered a debate in Washington about how strictly the US should control Nvidia processors that have become points of geopolitical leverage.</p><p style=\"text-align: start;\">Trump and his allies quickly sought to tamp down worries over the new and more efficient Chinese AI model despite it signaling that the Chinese may have caught up with US technological capacity on artificial intelligence. He has described it as a “wake-up call” and a “positive development.”</p><p>Nvidia declined to comment on the planned meeting between Huang and Trump.</p><p style=\"text-align: start;\">Bloomberg has reported that the Trump administration has begun looking into whether DeepSeek purchased Nvidia chips through intermediaries in Singapore. Some officials are eying tightening existing curbs on Nvidia sales to China to capture the most recent model the chipmaker designed for that market.</p><p style=\"text-align: start;\">Trump also said that new “AI solutions” from the US would be introduced in the near future. On Thursday, OpenAI’s Sam Altman teased new advances in OpenAI’s products in a closed door meeting, while urging US lawmakers to continue investing heavily in physical infrastructure to support future artificial intelligence development.</p><p style=\"text-align: start;\">Earlier this month, Trump signed an executive order that demands a new AI policy direction by ordering an interagency group to craft policy within six months intended to ensure US dominance in the field. He also unveiled a $100 billion artificial intelligence infrastructure investment — with goals of $500 billion down the road — from Altman, SoftBank Group Corp.’s Masayoshi Son and Oracle Corp.’s Larry Ellison.</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 CEO Huang to Meet Trump at White House on Friday</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 CEO Huang to Meet Trump at White House on Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-01 00:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-31/nvidia-ceo-huang-to-meet-trump-at-white-house-on-friday><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meeting is latest sign of Trump’s focus on AI technologySitdown comes after new Chinese AI model sparked concernPresident Donald Trump will meet with Nvidia Corp. chief executive Jensen Huang at the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-31/nvidia-ceo-huang-to-meet-trump-at-white-house-on-friday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","NVDA":"英伟达","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4579":"人工智能","LU0444971666.USD":"天利全球科技基金","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-31/nvidia-ceo-huang-to-meet-trump-at-white-house-on-friday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507563968","content_text":"Meeting is latest sign of Trump’s focus on AI technologySitdown comes after new Chinese AI model sparked concernPresident Donald Trump will meet with Nvidia Corp. chief executive Jensen Huang at the White House on Friday, according to people familiar, days after a new Chinese AI model from DeepSeek sparked concern among technology industry leaders and tanked the US stock market.Nvidia stock rose 2% on the news. Other chip stocks also rallied. SOXL up 7%; Super Micro up 6%; Arm up 5%; Marvell, Broadcom up 4.7%.The meeting is the latest sign of Trump’s growing commitment to the rapidly evolving sphere of AI technology and comes at the end of a rocky week for the world’s leading chipmaker. Plans for the meeting were shared by people familiar on condition of anonymity.The recent debut of a powerful AI model from Chinese startup DeepSeek sent Nvidia and other tech stocks into a tailspin Monday and triggered a debate in Washington about how strictly the US should control Nvidia processors that have become points of geopolitical leverage.Trump and his allies quickly sought to tamp down worries over the new and more efficient Chinese AI model despite it signaling that the Chinese may have caught up with US technological capacity on artificial intelligence. He has described it as a “wake-up call” and a “positive development.”Nvidia declined to comment on the planned meeting between Huang and Trump.Bloomberg has reported that the Trump administration has begun looking into whether DeepSeek purchased Nvidia chips through intermediaries in Singapore. Some officials are eying tightening existing curbs on Nvidia sales to China to capture the most recent model the chipmaker designed for that market.Trump also said that new “AI solutions” from the US would be introduced in the near future. On Thursday, OpenAI’s Sam Altman teased new advances in OpenAI’s products in a closed door meeting, while urging US lawmakers to continue investing heavily in physical infrastructure to support future artificial intelligence development.Earlier this month, Trump signed an executive order that demands a new AI policy direction by ordering an interagency group to craft policy within six months intended to ensure US dominance in the field. He also unveiled a $100 billion artificial intelligence infrastructure investment — with goals of $500 billion down the road — from Altman, SoftBank Group Corp.’s Masayoshi Son and Oracle Corp.’s Larry Ellison.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398178014032296,"gmtCreate":1738236808506,"gmtModify":1738236814833,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Nvidia going to tank. Short the stock","listText":"Nvidia going to tank. Short the stock","text":"Nvidia going to tank. Short the stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398178014032296","repostId":"1101465849","repostType":2,"repost":{"id":"1101465849","kind":"news","pubTimestamp":1738224612,"share":"https://ttm.financial/m/news/1101465849?lang=&edition=full_marsco","pubTime":"2025-01-30 16:10","market":"us","language":"en","title":"Nvidia Bearish Momentum Explained","url":"https://stock-news.laohu8.com/highlight/detail?id=1101465849","media":"Seeking Alpha","summary":"SummaryNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.15% of its Q3 2024 revenue came from China and Hong Kong. ","content":"<html><head></head><body><h2 id=\"id_2576559629\">Summary</h2><ul style=\"\"><li><p>NVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.</p></li><li><p>15% of its Q3 2024 revenue came from China and Hong Kong. Tightened U.S. export restrictions on advanced chips to China could shrink this critical market further. If restrictions extend to Blackwell chips, this could limit growth and lead to unsold inventory.</p></li><li><p>NVDA stock trades at a forward P/S ratio far above industry peers, priced as if AI adoption will grow exponentially for years. This valuation leaves little room for error.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8271f5218e30171f478337709702edd\" alt=\"JHVEPhoto\" title=\"JHVEPhoto\" tg-width=\"750\" tg-height=\"500\"/><span>JHVEPhoto</span></p><p>The market is testing a new narrative for NVIDIA. This will be a bull and bear ferocious fight, but the current bear thinking is the following:</p><h2 id=\"id_357161106\">1. Overcapacity Risk in Semiconductors: The AI Bubble Narrative</h2><p><strong>Key Issue: Overinvestment Based on Overhyped Demand</strong></p><p>NVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity (e.g., the dot-com bubble, cryptocurrency mining GPUs).</p><p>Revenue from Data Center GPUs accounted for 87% of total revenue in Q3 FY2024, making NVIDIA heavily reliant on AI demand continuing indefinitely.</p><p>A 10% slowdown in AI investments or hyperscaler spending (e.g., Microsoft (MSFT), Amazon (AMZN), Google (GOOG, GOOGL)) could drastically impact NVIDIA’s revenue.</p><p>Overcommitted to Supply: NVIDIA has locked in $28.9 billion in supply commitments, expecting ongoing high demand for its Hopper and Blackwell architectures.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8d33a2cf85359c91492e53b0a25cd64\" alt=\"Nvidia purchase obligations\" title=\"Nvidia purchase obligations\" tg-width=\"940\" tg-height=\"173\"/><span>Nvidia purchase obligations</span></p><p>If demand slows or product transitions are delayed, these commitments could lead to massive inventory write-downs, hurting margins.</p><p><strong>Why It Matters for a Short Thesis:</strong></p><p>The semiconductor market is notoriously cyclical. Any downturn in demand could expose NVIDIA to falling prices, unsold inventory, and margin compression. Overcapacity could turn into a pricing war with competitors like AMD and Intel (INTC), further eroding profitability.</p><h2 id=\"id_3346631318\">2. NVIDIA’s Dependence on Hyperscalers and China</h2><p><strong>Key Issue: Revenue Concentration in Fragile Markets</strong></p><p>NVIDIA’s largest customers, such as Amazon, Microsoft, and Google, account for a significant portion of its revenue. If even one reduces AI-related spending due to budget cuts or cost discipline, the effect on NVIDIA would be severe.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/76daa2c745b22e4f279e5535a5f895fa\" alt=\"Nvidia Q3 2024 revenue by customer\" title=\"Nvidia Q3 2024 revenue by customer\" tg-width=\"940\" tg-height=\"143\"/><span>Nvidia Q3 2024 revenue by customer</span></p><p>15% of NVIDIA’s Q3 2024 revenue came from China and Hong Kong. Tightened U.S. export restrictions on advanced chips to China could shrink this critical market further. If restrictions extend to Blackwell chips (NVIDIA’s next-gen architecture), this could limit growth and lead to unsold inventory.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c8582bf3c06050a3056b08a9aebbcd73\" alt=\"Nvidia Q3 2024 revenue by country\" title=\"Nvidia Q3 2024 revenue by country\" tg-width=\"940\" tg-height=\"190\"/><span>Nvidia Q3 2024 revenue by country</span></p><p><strong>Why It Matters for a Short Thesis:</strong></p><p>Geopolitical risk, combined with hyperscaler reliance, creates an unsustainable revenue model in a downturn. NVIDIA’s revenue base might not be diversified enough.</p><h2 id=\"id_1901870406\">3. Valuation Disconnect: Growth Premium Priced for Perfection</h2><p><strong>Key Issue: An Unsustainable Price-to-Sales (P/S) Ratio</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b251921db83bf15fef6652dad5b5b42\" alt=\"Nvidia revenue estimate, price-to-sales ratio\" title=\"Nvidia revenue estimate, price-to-sales ratio\" tg-width=\"940\" tg-height=\"84\"/><span>Nvidia revenue estimate, price-to-sales ratio</span></p><p>NVIDIA’s stock trades at a forward P/S ratio far above industry peers, priced as if AI adoption will grow exponentially for years. This valuation leaves little room for error.</p><p>Market expectations assume continued exponential growth in AI-related revenue. Any sign of slowing demand or margin compression could cause a violent repricing of the stock as investors adjust to more realistic growth assumptions. The market isn’t pricing in the risks of:</p><ul style=\"\"><li><p>AI demand plateauing</p></li><li><p>Cyclical overcapacity in GPUs</p></li><li><p>Geopolitical and competitive pressures</p></li></ul><p><strong>Why It Matters for a Short Thesis:</strong></p><p>NVIDIA’s valuation could collapse under its own weight if the AI hype cycle wanes or fails to deliver on promises.</p><h2 id=\"id_4015481009\">4. Structural Weaknesses in Business Model</h2><p><strong>Key Issue: Dependence on High Margins and R&amp;D Investments</strong></p><p>NVIDIA has exceptional gross margins (~74.5% in Q3 FY2024), but these margins are vulnerable to:</p><ul style=\"\"><li><p>Increased competition from AMD, Intel, and emerging players</p></li><li><p>Overcapacity, leading to price wars</p></li><li><p>Rising R&amp;D and supply costs to maintain its technological edge</p></li><li><p>R&amp;D bloat: R&amp;D spending has ballooned to $9.2 billion for FY2024 (up 48% YoY)</p></li></ul><p>If AI demand falters, these costs become unsustainable.</p><p>Product Transition Complexity: NVIDIA’s accelerated product cadence (e.g., Hopper, Blackwell) increases risks of inventory obsolescence, supply chain inefficiencies, and customer confusion.</p><p><strong>Why It Matters for a Short Thesis:</strong></p><p>Any disruption in high-margin segments or R&amp;D inefficiencies could create cascading financial problems for NVIDIA.</p><h2 id=\"id_3212871234\">Catalysts for the Short Thesis</h2><ul style=\"\"><li><p><strong>Demand Plateau:</strong> AI adoption slows as hyperscalers optimize costs and customers hesitate on ROI for generative AI investments.</p></li><li><p><strong>Geopolitical Restrictions:</strong> Escalating U.S.-China tensions lead to further export bans, limiting NVIDIA’s market.</p></li><li><p><strong>Earnings Miss:</strong> A single revenue or margin miss due to overcapacity or demand shortfall could trigger a rapid market repricing.</p></li><li><p><strong>Valuation Correction:</strong> Investors may rotate out of “story stocks” like NVIDIA during a broader market downturn.</p></li></ul><h2 id=\"id_2732796899\">Impact on thesis</h2><p>I am not really picking on this whole battle, I am only trying to collect my thoughts and understand what the emerging side (bears) is seeing. I think the previous paragraphs capture it well. Going forward, the DeepSeek developments will likely hang over NVIDIA. The cost efficiency argument on the surface means that AI models require fewer GPUs per training cycle, and given that Hyperscalers optimize for cost savings, we can see them reducing total spending on NVIDIA’s chips sometime in the near future. Even a small reduction vis-a-vis expectations can drive a brutal repricing of the company’s valuation.</p><p>Nevertheless, I think that the Jevons Paradox will prevail in the long term. As AI model training becomes cheaper, demand for NVIDIA GPUs will increase, not decrease. The expanded accessibility and new use cases will likely make it happen.</p><p>That said, it is important to understand that there is likely to be turbulence as market participants try to digest this important piece of news. There will likely be moments of violent re-pricings at some of the next few quarterly earnings calls if there is any hint of spending cuts by Hyperscallers. I recommend keeping an eye on hyperscalers&#39; CapEx; if they reduce total spending, NVIDIA might be hit. Also, keep an eye on abnormal price cuts in GPUs. Both can be a flag for margin compression. In my opinion, this can turn out to be a buying opportunity if the Jevons Paradox holds. At this moment, I think it will, but it will be critical to correctly frame the time horizon for these swings.</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 Bearish Momentum Explained</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 Bearish Momentum Explained\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4752904-nvidia-bearish-momentum-explained><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.15% of its Q3 2024 revenue came from China and Hong Kong. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4752904-nvidia-bearish-momentum-explained\">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/4752904-nvidia-bearish-momentum-explained","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101465849","content_text":"SummaryNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.15% of its Q3 2024 revenue came from China and Hong Kong. Tightened U.S. export restrictions on advanced chips to China could shrink this critical market further. If restrictions extend to Blackwell chips, this could limit growth and lead to unsold inventory.NVDA stock trades at a forward P/S ratio far above industry peers, priced as if AI adoption will grow exponentially for years. This valuation leaves little room for error.JHVEPhotoThe market is testing a new narrative for NVIDIA. This will be a bull and bear ferocious fight, but the current bear thinking is the following:1. Overcapacity Risk in Semiconductors: The AI Bubble NarrativeKey Issue: Overinvestment Based on Overhyped DemandNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity (e.g., the dot-com bubble, cryptocurrency mining GPUs).Revenue from Data Center GPUs accounted for 87% of total revenue in Q3 FY2024, making NVIDIA heavily reliant on AI demand continuing indefinitely.A 10% slowdown in AI investments or hyperscaler spending (e.g., Microsoft (MSFT), Amazon (AMZN), Google (GOOG, GOOGL)) could drastically impact NVIDIA’s revenue.Overcommitted to Supply: NVIDIA has locked in $28.9 billion in supply commitments, expecting ongoing high demand for its Hopper and Blackwell architectures.Nvidia purchase obligationsIf demand slows or product transitions are delayed, these commitments could lead to massive inventory write-downs, hurting margins.Why It Matters for a Short Thesis:The semiconductor market is notoriously cyclical. Any downturn in demand could expose NVIDIA to falling prices, unsold inventory, and margin compression. Overcapacity could turn into a pricing war with competitors like AMD and Intel (INTC), further eroding profitability.2. NVIDIA’s Dependence on Hyperscalers and ChinaKey Issue: Revenue Concentration in Fragile MarketsNVIDIA’s largest customers, such as Amazon, Microsoft, and Google, account for a significant portion of its revenue. If even one reduces AI-related spending due to budget cuts or cost discipline, the effect on NVIDIA would be severe.Nvidia Q3 2024 revenue by customer15% of NVIDIA’s Q3 2024 revenue came from China and Hong Kong. Tightened U.S. export restrictions on advanced chips to China could shrink this critical market further. If restrictions extend to Blackwell chips (NVIDIA’s next-gen architecture), this could limit growth and lead to unsold inventory.Nvidia Q3 2024 revenue by countryWhy It Matters for a Short Thesis:Geopolitical risk, combined with hyperscaler reliance, creates an unsustainable revenue model in a downturn. NVIDIA’s revenue base might not be diversified enough.3. Valuation Disconnect: Growth Premium Priced for PerfectionKey Issue: An Unsustainable Price-to-Sales (P/S) RatioNvidia revenue estimate, price-to-sales ratioNVIDIA’s stock trades at a forward P/S ratio far above industry peers, priced as if AI adoption will grow exponentially for years. This valuation leaves little room for error.Market expectations assume continued exponential growth in AI-related revenue. Any sign of slowing demand or margin compression could cause a violent repricing of the stock as investors adjust to more realistic growth assumptions. The market isn’t pricing in the risks of:AI demand plateauingCyclical overcapacity in GPUsGeopolitical and competitive pressuresWhy It Matters for a Short Thesis:NVIDIA’s valuation could collapse under its own weight if the AI hype cycle wanes or fails to deliver on promises.4. Structural Weaknesses in Business ModelKey Issue: Dependence on High Margins and R&D InvestmentsNVIDIA has exceptional gross margins (~74.5% in Q3 FY2024), but these margins are vulnerable to:Increased competition from AMD, Intel, and emerging playersOvercapacity, leading to price warsRising R&D and supply costs to maintain its technological edgeR&D bloat: R&D spending has ballooned to $9.2 billion for FY2024 (up 48% YoY)If AI demand falters, these costs become unsustainable.Product Transition Complexity: NVIDIA’s accelerated product cadence (e.g., Hopper, Blackwell) increases risks of inventory obsolescence, supply chain inefficiencies, and customer confusion.Why It Matters for a Short Thesis:Any disruption in high-margin segments or R&D inefficiencies could create cascading financial problems for NVIDIA.Catalysts for the Short ThesisDemand Plateau: AI adoption slows as hyperscalers optimize costs and customers hesitate on ROI for generative AI investments.Geopolitical Restrictions: Escalating U.S.-China tensions lead to further export bans, limiting NVIDIA’s market.Earnings Miss: A single revenue or margin miss due to overcapacity or demand shortfall could trigger a rapid market repricing.Valuation Correction: Investors may rotate out of “story stocks” like NVIDIA during a broader market downturn.Impact on thesisI am not really picking on this whole battle, I am only trying to collect my thoughts and understand what the emerging side (bears) is seeing. I think the previous paragraphs capture it well. Going forward, the DeepSeek developments will likely hang over NVIDIA. The cost efficiency argument on the surface means that AI models require fewer GPUs per training cycle, and given that Hyperscalers optimize for cost savings, we can see them reducing total spending on NVIDIA’s chips sometime in the near future. Even a small reduction vis-a-vis expectations can drive a brutal repricing of the company’s valuation.Nevertheless, I think that the Jevons Paradox will prevail in the long term. As AI model training becomes cheaper, demand for NVIDIA GPUs will increase, not decrease. The expanded accessibility and new use cases will likely make it happen.That said, it is important to understand that there is likely to be turbulence as market participants try to digest this important piece of news. There will likely be moments of violent re-pricings at some of the next few quarterly earnings calls if there is any hint of spending cuts by Hyperscallers. I recommend keeping an eye on hyperscalers' CapEx; if they reduce total spending, NVIDIA might be hit. Also, keep an eye on abnormal price cuts in GPUs. Both can be a flag for margin compression. In my opinion, this can turn out to be a buying opportunity if the Jevons Paradox holds. At this moment, I think it will, but it will be critical to correctly frame the time horizon for these swings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397076643848840,"gmtCreate":1737967475681,"gmtModify":1737967479363,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Who is this investor u r referring to?","listText":"Who is this investor u r referring to?","text":"Who is this investor u r referring to?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397076643848840","repostId":"1198101483","repostType":2,"repost":{"id":"1198101483","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":1737942405,"share":"https://ttm.financial/m/news/1198101483?lang=&edition=full_marsco","pubTime":"2025-01-27 09:46","market":"hk","language":"en","title":"Stock Track | Quantum Computing Inc. Plunges Over 5% as Top Investor Warns Against the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1198101483","media":"Stock Track","summary":"Quantum Computing Inc.  experienced a 5.03% plunge in its stock price during the Sunday night trading session, underperforming the broader market.The sell-off appears to be driven by a warning from a prominent investor about the potential risks associated with the company's stock. According to a news article, a top investor cautioned against investing in Quantum Computing, advising others to steer clear and \"don't come within 500 feet\" of the stock.While the company has been at the forefront of ","content":"<p>Quantum Computing Inc. (QUBT) experienced a 5.03% plunge in its stock price during the Sunday night trading session, underperforming the broader market.</p>\n\n<p>The sell-off appears to be driven by a warning from a prominent investor about the potential risks associated with the company's stock. According to a news article, a top investor cautioned against investing in Quantum Computing, advising others to steer clear and \"don't come within 500 feet\" of the stock.</p>\n\n<p>While the company has been at the forefront of the recent surge in quantum computing stocks, fueled by the technology's immense potential, concerns about the stock's valuation and sustainability of the rally may be weighing on investor sentiment.</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 | Quantum Computing Inc. Plunges Over 5% as Top Investor Warns Against the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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 | Quantum Computing Inc. Plunges Over 5% as Top Investor Warns Against the Stock\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\">2025-01-27 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Quantum Computing Inc. (QUBT) experienced a 5.03% plunge in its stock price during the Sunday night trading session, underperforming the broader market.</p>\n\n<p>The sell-off appears to be driven by a warning from a prominent investor about the potential risks associated with the company's stock. According to a news article, a top investor cautioned against investing in Quantum Computing, advising others to steer clear and \"don't come within 500 feet\" of the stock.</p>\n\n<p>While the company has been at the forefront of the recent surge in quantum computing stocks, fueled by the technology's immense potential, concerns about the stock's valuation and sustainability of the rally may be weighing on investor sentiment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198101483","content_text":"Quantum Computing Inc. (QUBT) experienced a 5.03% plunge in its stock price during the Sunday night trading session, underperforming the broader market.\nThe sell-off appears to be driven by a warning from a prominent investor about the potential risks associated with the company's stock. According to a news article, a top investor cautioned against investing in Quantum Computing, advising others to steer clear and \"don't come within 500 feet\" of the stock.\nWhile the company has been at the forefront of the recent surge in quantum computing stocks, fueled by the technology's immense potential, concerns about the stock's valuation and sustainability of the rally may be weighing on investor sentiment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395657039016472,"gmtCreate":1737621274307,"gmtModify":1737621278247,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Buy at 9 sell at 11. Repeat like a meme stock","listText":"Buy at 9 sell at 11. Repeat like a meme stock","text":"Buy at 9 sell at 11. Repeat like a meme stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395657039016472","repostId":"1196209088","repostType":2,"repost":{"id":"1196209088","kind":"news","pubTimestamp":1737592174,"share":"https://ttm.financial/m/news/1196209088?lang=&edition=full_marsco","pubTime":"2025-01-23 08:29","market":"us","language":"en","title":"Avoid Quantum Computing Inc. At All Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=1196209088","media":"seekingalpha","summary":") in quarterly revenue, a $1.3 billion valuation, and less resources than competitors to attract talent and compete in this 'high-stakes' industry, we think most investors should pass on the stock for the time being, at least until management can show significant progress on productization and execution.Today, we'll dive into QUBT's business, explore the company's prospects, and explain why we think the company is a 'Strong Sell' for the time being.Sound good?Let's dive in.QUBT's FinancialsLet's","content":"<html><head></head><body><h2 id=\"id_2863419724\">Summary</h2><ul style=\"\"><li><p>We rate Quantum Computing a &#39;Strong Sell&#39; due to the company&#39;s astronomical valuation and dismal financials.</p></li><li><p>QUBT&#39;s $1.3 billion market cap is largely speculative, and we see significant downside risk as the company struggles to compete with industry giants and other startups.</p></li><li><p>Despite raising $190 million, the Company&#39;s core business lacks product-market fit, and we don&#39;t think the firm has sufficient resources to attract top talent and achieve meaningful progress.</p></li><li><p>Shorting the stock appears too risky, but if you&#39;re invested, this could be a great chance to get out.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03e813ca6255362d436e889265f16e6d\" alt=\"Aviation Disaster\" title=\"Aviation Disaster\" tg-width=\"750\" tg-height=\"600\"/><span>Aviation Disaster</span></p><p></p><p>Unless you&#39;ve been hiding under a rock, it&#39;s been hard to ignore the recent red-hot rally we&#39;ve seen in &#39;<em>quantum computing</em>&#39; stocks over the last few months.</p><p>Kicked off by a few blockbuster reports from computing giants International Business Machines (IBM) and Google (GOOG) that detailed potential advances in the industry, what followed can only be described as a mad dash by investors into any public companies that are even loosely associated with quantum computing.</p><p>From mid-November through the end of the year, we saw blistering rallies from quantum-related stocks, including <strong>Quantum Computing Inc.</strong> (NASDAQ:QUBT), <strong>Rigetti Computing</strong> (RGTI), <strong>Arqit Quantum</strong> (ARQQ), <strong>D-Wave Quantum</strong> (QBTS), and <strong>IonQ</strong> (IONQ):</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a439072c0dcd5852f0e98d4e1b837af\" alt=\"QUBT\" title=\"QUBT\" tg-width=\"640\" tg-height=\"387\"/><span>QUBT</span></p><p></p><p>In our opinion, some of these rallies are probably &#39;justifiable&#39;, to some degree.</p><p>For example, <strong>IonQ</strong>, a (now) $8 billion company, did nearly $40 million in the last twelve months in revenue, and spent nearly $130 million on R&amp;D. The company is producing sales, and—while still loss making—in our mind, fits the profile of a &#39;challenger&#39;.</p><p>That is, it looks to be a company with a singular product vision, a strong management team, and a significant runway. Yes, IONQ appears expensive and risky, but when viewed from the top down, we see green shoots of momentum on the business front.</p><p>When looking at Quantum Computing, we don&#39;t get the sense the company has a strong chance of producing solid investor returns going forward.</p><p>With only <em>100k</em>(!) in quarterly revenue, a <em>$1.3 billion valuation</em>, and <em>less resources</em> than competitors to attract talent and compete in this &#39;high-stakes&#39; industry, we think most investors should pass on the stock for the time being, at least until management can show significant progress on productization and execution.</p><p>Today, we&#39;ll dive into QUBT&#39;s business, explore the company&#39;s prospects, and explain why we think the company is a <em>&#39;Strong Sell&#39;</em> for the time being.</p><p>Sound good? Let&#39;s dive in.</p><h2 id=\"id_2938263092\">QUBT&#39;s Financials</h2><p>Let&#39;s begin with QUBT&#39;s financial results, which have been pretty dismal.</p><p>In 2018, the company changed its name from &#39;<strong>Innovative Beverage Group Holdings, Inc.</strong>&#39;, to &#39;<strong>Quantum Computing Inc.</strong>&#39;, which is the name the company bears today. Certainly, this appears to be an interesting change in business priorities on the part of management.</p><p>Since that reorganization, QUBT has begun work on its quantum computing business, which primarily focuses on <em>9</em> key products and services, including Dirac-3, the company&#39;s &#39;high-performance quantum machine&#39;:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2835f9d10c0e7a58c8ab91d22ae20f12\" alt=\"QUBT\" title=\"QUBT\" tg-width=\"640\" tg-height=\"423\"/><span>QUBT</span></p><p></p><p>In our view, this product lineup is a bit confusing, which reflects the seemingly &#39;scattershot&#39; approach of management to find product-market fit.</p><p>On the recent call, CEO William McGann mentioned that the company was pursuing a foundry approach for <em>thin-film lithium niobate</em>, building early revenues while simultaneously advancing its quantum computing platform:</p><blockquote><p>So in the near-term we&#39;re going to leverage the growing demand for TFLN devices in the market to drive early significant revenues for foundry services, while we will in parallel keep on developing along the same path of our own quantum computing machine platform.</p></blockquote><p>At the same time, on the same call, CFO Chris Boehmler mentioned that a material portion of the company&#39;s <em>$101,000 in revenue</em> came from a new Johns Hopkins LiDAR project:</p><blockquote><p>The increase in revenues was due to increased contractual sales, primarily from our contract with Johns Hopkins University to deliver an underwater quantum LiDAR prototype.</p></blockquote><p>While we appreciate that the company is attempting to get cash in the door, the apparent differences between the company&#39;s stated goals and actual revenue sources make the investing thesis difficult to grasp.</p><p>On the cost front, in order to bring in that <em>$101k in sales,</em> the company spent roughly <em>$5.5 million</em> in operating expenses.</p><p>Clearly, this is an enormously negative operating margin in percentage terms, but the key point here is that the company&#39;s core product lines and stated goals need significant sharpening in order to build an investment case.</p><p>QUBT advertises that it&#39;s selling access to Dirac-3 via the cloud, but a quick scan of the financials shows that this business hasn&#39;t yet generated much in the way of revenue:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3197c244ccac61ce8df194771d85c854\" alt=\"QUBT\" title=\"QUBT\" tg-width=\"640\" tg-height=\"390\"/><span>QUBT</span></p><p></p><p>Similarly, we&#39;re waiting on a status update with the TFLN foundry in Arizona.</p><p>Production, according to management, is supposed to begin in early 2025, but the facility isn&#39;t yet contributing to financials in a meaningful way.</p><p>The only real good news for QUBT is that since November, management has successfully raised $190 million by taking advantage of the stock&#39;s inflated value on the public markets with equity offerings:</p><blockquote><p>This successful $100 million offering is priced at substantial premiums to our two recent offerings, bringing our total gross capital raised since November to <strong>$190 million</strong>&#34;</p></blockquote><p>This provides the company with substantial funds to work on building out its revenue sources, but it also increases the pressure. Before the rally, the company was a small outfit with under 50 employees and minimal revenue. Now, with $190 million of fresh investor capital, progress will need to be made, and fast, on the revenue front.</p><p>Our main gripe with QUBT is that even with the new funds, the firm seems woefully <em>under-equipped</em> to compete with industry juggernauts like Microsoft (MSFT), Google, and IBM, who have all shown recent updates with their quantum businesses.</p><p>Collectively, those three companies have spent more than $450 billion on R&amp;D since QUBT changed its name and got into quantum computing. Obviously, only a portion of that has gone to quantum computing efforts, but it&#39;s still several orders of magnitude larger than what QUBT could hope to achieve.</p><p>We just don&#39;t see how QUBT is going to be able to sustainably incentivize talented researchers to come work for the company, when other, more prestigious and well-funded firms exist.</p><p>This dents the long-term value prop for the stock.</p><h2 id=\"id_466150460\">The Valuation</h2><p>So, we&#39;re not particularly positive about QUBT&#39;s financial situation, even with the fresh funding that staves off runway concerns.</p><p>But what is the company worth?</p><p>On paper, right now, QUBT is worth roughly <em>$1.3 billion</em> on the open market.</p><p>Of the company&#39;s assets, which, at this point, probably total close to $266 million, $65 million or so appear to be intangible, which isn&#39;t worth anything to the company at this juncture.</p><p>Thus, when you subtract out the net debt situation, QUBT&#39;s book value is probably worth roughly $185 million.</p><p>This leaves 1.12 billion left in value that we can&#39;t explain, given the company&#39;s financials, which, at this point, are almost completely showing &#39;burn&#39;.</p><p>Being generous, and giving QUBT&#39;s &#39;core business&#39; a $100 million valuation, you still end up with more than $1 billion in value that exists, currently, simply as speculative &#39;air&#39; in the stock.</p><p>We see considerable downside for investors from this point, simply on the back of multiple contractions that could come once the speculative frenzy dies down.</p><p>Thus, our <em>&#39;Strong Sell&#39;</em> rating.</p><h2 id=\"id_3347030246\">How We&#39;re Wrong</h2><p>There are some ways that we could be wrong about our <em>&#39;Strong Sell&#39;</em> rating in QUBT.</p><p>On the fundamental side, we don&#39;t see much in the way of evidence that the company&#39;s financials or valuation make a lot of sense. Even with the most <em>incredibly generous</em> valuations for QUBT&#39;s human capital and potential with the Dirac-3—call it... 500 million(?)—there would still be significant, significant downside to &#39;Fair Value&#39; for investors. Plus, you keep all of the execution risk.</p><p>We feel confident about our understanding of the fundamentals.</p><p>However, there are risks here to our thesis on the &#39;sentiment&#39; side.</p><p><em>Sure,</em> QUBT is wildly valued by most traditional metrics, but as we heard time and time again when we were on the trading desk in New York, &#39;dumb gets dumber&#39;.</p><p>This saying encapsulates the essence of market frenzy—you can&#39;t predict when it may end, and you definitely can&#39;t bet against it, for fear of losing your shirt.</p><h2 id=\"id_755850211\">Summary</h2><p>Thus, we come to our conclusion.</p><p>In sum, we think QUBT has -80% or more to &#39;Fair Value&#39;, which means that if you&#39;re holding on to some shares, if you plan on holding them for any period of time, you should strongly consider selling at this point.</p><p>However, betting against a story stock, even at a price like this, is an incredibly risky proposition.</p><p>Hence, we&#39;re avoiding calling this one a &#39;short&#39; for the time being—just a &#39;Strong Sell&#39;.</p><p>Stay safe out there.</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>Avoid Quantum Computing Inc. At All Costs</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\">\nAvoid Quantum Computing Inc. At All Costs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-23 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4751019-avoid-quantum-computing-inc-at-all-costs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe rate Quantum Computing a 'Strong Sell' due to the company's astronomical valuation and dismal financials.QUBT's $1.3 billion market cap is largely speculative, and we see significant ...</p>\n\n<a href=\"https://seekingalpha.com/article/4751019-avoid-quantum-computing-inc-at-all-costs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QUBT":"Quantum Computing Inc."},"source_url":"https://seekingalpha.com/article/4751019-avoid-quantum-computing-inc-at-all-costs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196209088","content_text":"SummaryWe rate Quantum Computing a 'Strong Sell' due to the company's astronomical valuation and dismal financials.QUBT's $1.3 billion market cap is largely speculative, and we see significant downside risk as the company struggles to compete with industry giants and other startups.Despite raising $190 million, the Company's core business lacks product-market fit, and we don't think the firm has sufficient resources to attract top talent and achieve meaningful progress.Shorting the stock appears too risky, but if you're invested, this could be a great chance to get out.Aviation DisasterUnless you've been hiding under a rock, it's been hard to ignore the recent red-hot rally we've seen in 'quantum computing' stocks over the last few months.Kicked off by a few blockbuster reports from computing giants International Business Machines (IBM) and Google (GOOG) that detailed potential advances in the industry, what followed can only be described as a mad dash by investors into any public companies that are even loosely associated with quantum computing.From mid-November through the end of the year, we saw blistering rallies from quantum-related stocks, including Quantum Computing Inc. (NASDAQ:QUBT), Rigetti Computing (RGTI), Arqit Quantum (ARQQ), D-Wave Quantum (QBTS), and IonQ (IONQ):QUBTIn our opinion, some of these rallies are probably 'justifiable', to some degree.For example, IonQ, a (now) $8 billion company, did nearly $40 million in the last twelve months in revenue, and spent nearly $130 million on R&D. The company is producing sales, and—while still loss making—in our mind, fits the profile of a 'challenger'.That is, it looks to be a company with a singular product vision, a strong management team, and a significant runway. Yes, IONQ appears expensive and risky, but when viewed from the top down, we see green shoots of momentum on the business front.When looking at Quantum Computing, we don't get the sense the company has a strong chance of producing solid investor returns going forward.With only 100k(!) in quarterly revenue, a $1.3 billion valuation, and less resources than competitors to attract talent and compete in this 'high-stakes' industry, we think most investors should pass on the stock for the time being, at least until management can show significant progress on productization and execution.Today, we'll dive into QUBT's business, explore the company's prospects, and explain why we think the company is a 'Strong Sell' for the time being.Sound good? Let's dive in.QUBT's FinancialsLet's begin with QUBT's financial results, which have been pretty dismal.In 2018, the company changed its name from 'Innovative Beverage Group Holdings, Inc.', to 'Quantum Computing Inc.', which is the name the company bears today. Certainly, this appears to be an interesting change in business priorities on the part of management.Since that reorganization, QUBT has begun work on its quantum computing business, which primarily focuses on 9 key products and services, including Dirac-3, the company's 'high-performance quantum machine':QUBTIn our view, this product lineup is a bit confusing, which reflects the seemingly 'scattershot' approach of management to find product-market fit.On the recent call, CEO William McGann mentioned that the company was pursuing a foundry approach for thin-film lithium niobate, building early revenues while simultaneously advancing its quantum computing platform:So in the near-term we're going to leverage the growing demand for TFLN devices in the market to drive early significant revenues for foundry services, while we will in parallel keep on developing along the same path of our own quantum computing machine platform.At the same time, on the same call, CFO Chris Boehmler mentioned that a material portion of the company's $101,000 in revenue came from a new Johns Hopkins LiDAR project:The increase in revenues was due to increased contractual sales, primarily from our contract with Johns Hopkins University to deliver an underwater quantum LiDAR prototype.While we appreciate that the company is attempting to get cash in the door, the apparent differences between the company's stated goals and actual revenue sources make the investing thesis difficult to grasp.On the cost front, in order to bring in that $101k in sales, the company spent roughly $5.5 million in operating expenses.Clearly, this is an enormously negative operating margin in percentage terms, but the key point here is that the company's core product lines and stated goals need significant sharpening in order to build an investment case.QUBT advertises that it's selling access to Dirac-3 via the cloud, but a quick scan of the financials shows that this business hasn't yet generated much in the way of revenue:QUBTSimilarly, we're waiting on a status update with the TFLN foundry in Arizona.Production, according to management, is supposed to begin in early 2025, but the facility isn't yet contributing to financials in a meaningful way.The only real good news for QUBT is that since November, management has successfully raised $190 million by taking advantage of the stock's inflated value on the public markets with equity offerings:This successful $100 million offering is priced at substantial premiums to our two recent offerings, bringing our total gross capital raised since November to $190 million\"This provides the company with substantial funds to work on building out its revenue sources, but it also increases the pressure. Before the rally, the company was a small outfit with under 50 employees and minimal revenue. Now, with $190 million of fresh investor capital, progress will need to be made, and fast, on the revenue front.Our main gripe with QUBT is that even with the new funds, the firm seems woefully under-equipped to compete with industry juggernauts like Microsoft (MSFT), Google, and IBM, who have all shown recent updates with their quantum businesses.Collectively, those three companies have spent more than $450 billion on R&D since QUBT changed its name and got into quantum computing. Obviously, only a portion of that has gone to quantum computing efforts, but it's still several orders of magnitude larger than what QUBT could hope to achieve.We just don't see how QUBT is going to be able to sustainably incentivize talented researchers to come work for the company, when other, more prestigious and well-funded firms exist.This dents the long-term value prop for the stock.The ValuationSo, we're not particularly positive about QUBT's financial situation, even with the fresh funding that staves off runway concerns.But what is the company worth?On paper, right now, QUBT is worth roughly $1.3 billion on the open market.Of the company's assets, which, at this point, probably total close to $266 million, $65 million or so appear to be intangible, which isn't worth anything to the company at this juncture.Thus, when you subtract out the net debt situation, QUBT's book value is probably worth roughly $185 million.This leaves 1.12 billion left in value that we can't explain, given the company's financials, which, at this point, are almost completely showing 'burn'.Being generous, and giving QUBT's 'core business' a $100 million valuation, you still end up with more than $1 billion in value that exists, currently, simply as speculative 'air' in the stock.We see considerable downside for investors from this point, simply on the back of multiple contractions that could come once the speculative frenzy dies down.Thus, our 'Strong Sell' rating.How We're WrongThere are some ways that we could be wrong about our 'Strong Sell' rating in QUBT.On the fundamental side, we don't see much in the way of evidence that the company's financials or valuation make a lot of sense. Even with the most incredibly generous valuations for QUBT's human capital and potential with the Dirac-3—call it... 500 million(?)—there would still be significant, significant downside to 'Fair Value' for investors. Plus, you keep all of the execution risk.We feel confident about our understanding of the fundamentals.However, there are risks here to our thesis on the 'sentiment' side.Sure, QUBT is wildly valued by most traditional metrics, but as we heard time and time again when we were on the trading desk in New York, 'dumb gets dumber'.This saying encapsulates the essence of market frenzy—you can't predict when it may end, and you definitely can't bet against it, for fear of losing your shirt.SummaryThus, we come to our conclusion.In sum, we think QUBT has -80% or more to 'Fair Value', which means that if you're holding on to some shares, if you plan on holding them for any period of time, you should strongly consider selling at this point.However, betting against a story stock, even at a price like this, is an incredibly risky proposition.Hence, we're avoiding calling this one a 'short' for the time being—just a 'Strong Sell'.Stay safe out there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395556739977672,"gmtCreate":1737598073486,"gmtModify":1737598077158,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Avg prive 22 dollar. Buy and than sell at 24. Earn like a meme stock","listText":"Avg prive 22 dollar. Buy and than sell at 24. Earn like a meme stock","text":"Avg prive 22 dollar. Buy and than sell at 24. Earn like a meme stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395556739977672","repostId":"1123939534","repostType":2,"repost":{"id":"1123939534","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":1737556494,"share":"https://ttm.financial/m/news/1123939534?lang=&edition=full_marsco","pubTime":"2025-01-22 22:34","market":"us","language":"en","title":"Stock Track | Rocket Lab USA Plummets 7.32% as Concerns Arise Over Valuation and Growth Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=1123939534","media":"Stock Track","summary":"Rocket Lab USA , a leading space company offering launch services and space systems solutions, saw its stock price plummet 7.32% intraday on Wednesday. This significant drop came as investors and analysts expressed concerns over the company's valuation and future growth potential.While RKLB has been touted for its strategic positioning in the space industry and recent contracts with NASA and the U.S. Department of Defense, some analysts believe that the company's optimistic growth prospects may ","content":"<p>Rocket Lab USA (RKLB), a leading space company offering launch services and space systems solutions, saw its stock price plummet 7.32% intraday on Wednesday. This significant drop came as investors and analysts expressed concerns over the company's valuation and future growth potential.</p>\n\n<p>While RKLB has been touted for its strategic positioning in the space industry and recent contracts with NASA and the U.S. Department of Defense, some analysts believe that the company's optimistic growth prospects may have already been priced into its current stock valuation. According to a report from Simply Wall St, RKLB is trading around its estimated fair value, leaving little room for further upside based on its cash flow projections.</p>\n\n<p>Moreover, RKLB's earnings over the next few years are expected to increase by 62%, indicating a highly optimistic future ahead. However, some experts caution that such lofty growth expectations may be challenging to meet, given the competitive landscape and the inherent risks associated with the space industry.</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 | Rocket Lab USA Plummets 7.32% as Concerns Arise Over Valuation and Growth Prospects</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 | Rocket Lab USA Plummets 7.32% as Concerns Arise Over Valuation and Growth Prospects\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\">2025-01-22 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Rocket Lab USA (RKLB), a leading space company offering launch services and space systems solutions, saw its stock price plummet 7.32% intraday on Wednesday. This significant drop came as investors and analysts expressed concerns over the company's valuation and future growth potential.</p>\n\n<p>While RKLB has been touted for its strategic positioning in the space industry and recent contracts with NASA and the U.S. Department of Defense, some analysts believe that the company's optimistic growth prospects may have already been priced into its current stock valuation. According to a report from Simply Wall St, RKLB is trading around its estimated fair value, leaving little room for further upside based on its cash flow projections.</p>\n\n<p>Moreover, RKLB's earnings over the next few years are expected to increase by 62%, indicating a highly optimistic future ahead. However, some experts caution that such lofty growth expectations may be challenging to meet, given the competitive landscape and the inherent risks associated with the space industry.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKLB":"Rocket Lab USA, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123939534","content_text":"Rocket Lab USA (RKLB), a leading space company offering launch services and space systems solutions, saw its stock price plummet 7.32% intraday on Wednesday. This significant drop came as investors and analysts expressed concerns over the company's valuation and future growth potential.\nWhile RKLB has been touted for its strategic positioning in the space industry and recent contracts with NASA and the U.S. Department of Defense, some analysts believe that the company's optimistic growth prospects may have already been priced into its current stock valuation. According to a report from Simply Wall St, RKLB is trading around its estimated fair value, leaving little room for further upside based on its cash flow projections.\nMoreover, RKLB's earnings over the next few years are expected to increase by 62%, indicating a highly optimistic future ahead. However, some experts caution that such lofty growth expectations may be challenging to meet, given the competitive landscape and the inherent risks associated with the space industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395556912476576,"gmtCreate":1737598029482,"gmtModify":1737598033412,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Agreed. Same happening with Qubt. i got rug pulled","listText":"Agreed. Same happening with Qubt. i got rug pulled","text":"Agreed. Same happening with Qubt. i got rug pulled","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395556912476576","repostId":"1156222987","repostType":2,"repost":{"id":"1156222987","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":1737558642,"share":"https://ttm.financial/m/news/1156222987?lang=&edition=full_marsco","pubTime":"2025-01-22 23:10","market":"us","language":"en","title":"Stock Track | Rigetti Computing Plummets 5.08% on Wall Street Skepticism over Quantum Computing Hype","url":"https://stock-news.laohu8.com/highlight/detail?id=1156222987","media":"Stock Track","summary":"Rigetti Computing's stock plummeted by 5.08% on Wednesday, as Wall Street analysts and investors expressed concerns over the unsustainable hype surrounding quantum computing stocks.The quantum computing company, which develops superconducting quantum processors and related services, had seen its shares surge by over 800% in the past six months, fueled by speculation that its technology could revolutionize industries like artificial intelligence and drug development.However, a report by Needham a","content":"<p>Rigetti Computing's stock plummeted by 5.08% on Wednesday, as Wall Street analysts and investors expressed concerns over the unsustainable hype surrounding quantum computing stocks.</p>\n\n<p>The quantum computing company, which develops superconducting quantum processors and related services, had seen its shares surge by over 800% in the past six months, fueled by speculation that its technology could revolutionize industries like artificial intelligence and drug development.</p>\n\n<p>However, a report by Needham analyst Quinn Bolton poured cold water on the rally, setting a price target of $2 for Rigetti Computing, implying a potential 80% decline from its recent highs. Bolton cited several reasons for the cautious outlook:</p>\n\n<p>First, history has shown that next-big-thing investments often experience bubble-bursting events as lofty expectations fail to materialize in the short term. Quantum computing, despite its promising potential, is still in its early stages and faces challenges in scalability and mainstream adoption.</p>\n\n<p>Second, Rigetti Computing and its peers have yet to demonstrate sustainable operating models, with ongoing net losses and significant cash burn. The company lost $48 million in the first nine months of 2024 and saw its cash burn from operations increase year-over-year.</p>\n\n<p>Bolton's bearish stance echoed concerns raised by CNBC's Jim Cramer, who warned investors against getting overexposed to the \"froth\" in quantum computing stocks, labeling them as \"the worst of the excess.\"</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 | Rigetti Computing Plummets 5.08% on Wall Street Skepticism over Quantum Computing Hype</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 | Rigetti Computing Plummets 5.08% on Wall Street Skepticism over Quantum Computing Hype\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\">2025-01-22 23:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Rigetti Computing's stock plummeted by 5.08% on Wednesday, as Wall Street analysts and investors expressed concerns over the unsustainable hype surrounding quantum computing stocks.</p>\n\n<p>The quantum computing company, which develops superconducting quantum processors and related services, had seen its shares surge by over 800% in the past six months, fueled by speculation that its technology could revolutionize industries like artificial intelligence and drug development.</p>\n\n<p>However, a report by Needham analyst Quinn Bolton poured cold water on the rally, setting a price target of $2 for Rigetti Computing, implying a potential 80% decline from its recent highs. Bolton cited several reasons for the cautious outlook:</p>\n\n<p>First, history has shown that next-big-thing investments often experience bubble-bursting events as lofty expectations fail to materialize in the short term. Quantum computing, despite its promising potential, is still in its early stages and faces challenges in scalability and mainstream adoption.</p>\n\n<p>Second, Rigetti Computing and its peers have yet to demonstrate sustainable operating models, with ongoing net losses and significant cash burn. The company lost $48 million in the first nine months of 2024 and saw its cash burn from operations increase year-over-year.</p>\n\n<p>Bolton's bearish stance echoed concerns raised by CNBC's Jim Cramer, who warned investors against getting overexposed to the \"froth\" in quantum computing stocks, labeling them as \"the worst of the excess.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RGTI":"Rigetti Computing"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156222987","content_text":"Rigetti Computing's stock plummeted by 5.08% on Wednesday, as Wall Street analysts and investors expressed concerns over the unsustainable hype surrounding quantum computing stocks.\nThe quantum computing company, which develops superconducting quantum processors and related services, had seen its shares surge by over 800% in the past six months, fueled by speculation that its technology could revolutionize industries like artificial intelligence and drug development.\nHowever, a report by Needham analyst Quinn Bolton poured cold water on the rally, setting a price target of $2 for Rigetti Computing, implying a potential 80% decline from its recent highs. Bolton cited several reasons for the cautious outlook:\nFirst, history has shown that next-big-thing investments often experience bubble-bursting events as lofty expectations fail to materialize in the short term. Quantum computing, despite its promising potential, is still in its early stages and faces challenges in scalability and mainstream adoption.\nSecond, Rigetti Computing and its peers have yet to demonstrate sustainable operating models, with ongoing net losses and significant cash burn. The company lost $48 million in the first nine months of 2024 and saw its cash burn from operations increase year-over-year.\nBolton's bearish stance echoed concerns raised by CNBC's Jim Cramer, who warned investors against getting overexposed to the \"froth\" in quantum computing stocks, labeling them as \"the worst of the excess.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394248588943864,"gmtCreate":1737291354946,"gmtModify":1737291358495,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Invest now to earn later","listText":"Invest now to earn later","text":"Invest now to earn later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394248588943864","repostId":"1111511427","repostType":2,"repost":{"id":"1111511427","kind":"news","pubTimestamp":1737282955,"share":"https://ttm.financial/m/news/1111511427?lang=&edition=full_marsco","pubTime":"2025-01-19 18:35","market":"us","language":"en","title":"Super Micro Computer: This Is The Turning Point","url":"https://stock-news.laohu8.com/highlight/detail?id=1111511427","media":"Seeking Alpha","summary":"SummarySuper Micro Computer's stock is at a turning point, awaiting audited earnings reports by February 25 to avoid delisting.The company experienced explosive growth due to AI demand but faced setba","content":"<html><head></head><body><h2 id=\"id_2609581282\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer&#39;s stock is at a turning point, awaiting audited earnings reports by February 25 to avoid delisting.</p></li><li><p>The company experienced explosive growth due to AI demand but faced setbacks, including delayed filings and investigations, causing stock depreciation.</p></li><li><p>Preliminary Q1 earnings show promising revenue, and a new auditor, BDO USA, is in place, with the potential for significant stock upside if no wrongdoing is found.</p></li><li><p>Major risks include possible delisting and loss of key orders if reports aren&#39;t filed on time, making timely release crucial for recovery and stock appreciation.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8461ac037feb578e94fb2333c15568e\" alt=\"Futuristic microchip and digital data flowing. AI concept\" title=\"Futuristic microchip and digital data flowing. AI concept\" tg-width=\"750\" tg-height=\"500\"/><span>Futuristic microchip and digital data flowing. AI concept</span></p><p></p><p>For nearly two months, Super Micro Computer, Inc.&#39;s (NASDAQ:SMCI) stock has been range-bound and traded at around $30 per share. All the previous positive and negative developments at this stage have been priced in and Super Micro’s shares are currently at a turning point. The market right now awaits the audited earnings reports, which were previously postponed, to understand whether the company managed to overcome the latest challenges or if the worst is not over yet.</p><p>If we get the audited earnings reports before February 25, then at the very least Super Micro will be able to avoid being delisted and the market might interpret this as a bullish sign and prop up the price. Otherwise, we could see a further downward movement to new lows in the foreseeable future since the delisting risk might materialize.</p><p>Considering this, the turning point seems to be just around the corner, and we’ll likely see a major price movement soon. The direction of the movement will highly depend on whether Super Micro’s earnings reports come out before the compliance date set by Nasdaq.</p><h2 id=\"id_563992753\">Is Super Micro Headed For Recovery?</h2><p>Super Micro’s stock experienced explosive growth at the beginning of 2024 as the demand for its server offerings skyrocketed thanks to the generative AI revolution. Its latest available earnings report for Q4 was released back in August, and it showed that during the three months, its revenues increased by an impressive 143.6% Y/Y to $5.31 billion.</p><p>However, shortly after that report was released, the situation for the company quickly deteriorated. Super Micro has been targeted in the bearish report by the Hindenburg research firm, it failed to file its 10-K form on time, the Justice Department opened a probe against the business, and the company’s auditor from the Big Four group has also resigned. All of this resulted in a major depreciation of Super Micro’s shares, which continue to trade in a distressed territory to this day.</p><p>Despite this, several developments have happened, which might indicate a potential recovery in the foreseeable future. Firstly, Super Micro released its preliminary earnings results for Q1, which showed that the company expects its revenues for the September quarter to be in the range between $5.9 billion and $6 billion. More importantly, it hired BDO USA as its new independent auditor, while its independent special committee found no proof of misconduct.</p><p>Finally, last month Super Micro also received an extension approval from Nasdaq and now has time until February 25 to file its 10-K and 10-Q forms for FY24 and Q1’25, respectively. This is good news since BDO USA has enough time to audit Super Micro’s results and help the company avoid delisting if no wrongdoing is found.</p><p>On top of all of this, it’s also safe to say that Super Micro is positioned well to capitalize on the increasing demand for AI infrastructure. Earlier NVIDIA Corporation (NVDA) has been saying that the demand for its latest AI accelerators is insane, while Foxconn recently announced its highest quarterly revenue on record thanks to the strong demand for AI servers. As the data center infrastructure equipment business is expected to triple in size by the end of the decade, Super Micro has plenty of opportunities for growth thanks to its servers with liquid cooling systems.</p><p>In October Super Micro already announced that it already deployed over 100,000 GPUs with its cooling systems and introduced its new flagship servers. Then last week it began volume shipment of its high-performance servers, which might signal that the business has plenty of growth opportunities in the current favorable environment.</p><p>Considering all of this, it’s safe to say that the potential release of the audited report in the upcoming weeks could create a significant upside for the stock if no wrongdoing by the company has been made. Below is my DCF model, which highlights why Super Micro’s stock could be an attractive investment in the upcoming months.</p><p>From the preliminary report, we know that Super Micro generated $6 billion in revenues in Q1. If the auditors agree with those numbers and Super Micro generates a similar amount in revenues each quarter, then its annual revenue in FY25 will be around $24 billion. That translates to a ~60% Y/Y growth rate, which I used in my DCF model for FY25. Such growth expectations are also close to the current forecasts on the street. After that, I expect the revenue growth rate to normalize in FY26 and beyond.</p><p>The EBIT margin rate for the following years stands at 8.5%, which is the average rate in the last three years and is also similar to Super Micro’s TTM rate. All the other assumptions in the DCF model mostly align with Super Micro’s performance in recent years.</p><p>The WACC in the model is 8.5%, which is close to the market’s current average cost of capital if we exclude the financial sector. The terminal growth rate is 2.5%, which is close to the current American GDP growth forecast.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7890d6a8dbb498c83bafb5762bf2458a\" alt=\"Super Micro&#39;s DCF Model\" title=\"Super Micro&#39;s DCF Model\" tg-width=\"640\" tg-height=\"325\"/><span>Super Micro&#39;s DCF Model</span></p><p></p><p>Under all of those assumptions, my DCF model shows that Super Micro’s fair value is $58.05 per share, which translates to an upside of over 70%. Considering that the company’s shares traded significantly above that price target only half a year ago, there’s certainly a possibility that the stock has room for growth if it turns out that no wrongdoing has been done by Super Micro.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/af569fbd01ce955005677e6bed12c434\" alt=\"Super Micro&#39;s DCF Model\" title=\"Super Micro&#39;s DCF Model\" tg-width=\"640\" tg-height=\"144\"/><span>Super Micro&#39;s DCF Model</span></p><p></p><h2 id=\"id_259874154\">Major Risks To Consider</h2><p>While my DCF model shows that the stock’s upside is significant, the numbers and assumptions in that model are based on Super Micro’s previous reports and latest outlooks. If it turns out that some wrongdoings have been made by the company, then some of those assumptions in the model might become irrelevant and revisions would need to be made. This could lead to a lower fair value calculation, which could show that the upside is not significant at all.</p><p>At the same time, the risk of delisting is still real. Super Micro has already been delisted back in 2018 as it failed to file its reports on time. It regained its listing status only in 2020. If Super Micro fails to file its reports by February 25, then it could once again lose its listing status and the shares could depreciate even further.</p><p>Finally, because of all the latest developments that happened in the last half a year, Nvidia began to move its orders to other supplies to avoid the disruption of its supply chain. Companies like ASRock and Gigabyte have experienced a rise in orders, which is a bad sign for Super Micro. That is why at this point Super Micro no longer has room for mistake, and it needs to release its 10-K and 10-Q filings by February 25 to restore its reputation and prove that no wrongdoings have been made. Otherwise, there’s a real chance that the stock will lose even more value and the company will be eventually delisted once again.</p><h2 id=\"id_3474176963\">The Bottom Line</h2><p>At this point, everything comes out to whether Super Micro manages to release an audited earnings report on time. If the company does, such a report will not only reveal the current state of Super Micro’s business after a series of setbacks but also might disprove the major concerns that led to the major depreciation of its shares last year. Under such a scenario, we might expect a major appreciation of shares, which recently have been range-bound as the market is expecting the report. If Super Micro fails to deliver the audited report on time, then delisting risks will likely materialize and a further depreciation will likely follow.</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>Super Micro Computer: This Is The Turning Point</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\">\nSuper Micro Computer: This Is The Turning Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-19 18:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4750303-super-micro-computer-this-is-the-turning-point><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySuper Micro Computer's stock is at a turning point, awaiting audited earnings reports by February 25 to avoid delisting.The company experienced explosive growth due to AI demand but faced ...</p>\n\n<a href=\"https://seekingalpha.com/article/4750303-super-micro-computer-this-is-the-turning-point\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4750303-super-micro-computer-this-is-the-turning-point","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111511427","content_text":"SummarySuper Micro Computer's stock is at a turning point, awaiting audited earnings reports by February 25 to avoid delisting.The company experienced explosive growth due to AI demand but faced setbacks, including delayed filings and investigations, causing stock depreciation.Preliminary Q1 earnings show promising revenue, and a new auditor, BDO USA, is in place, with the potential for significant stock upside if no wrongdoing is found.Major risks include possible delisting and loss of key orders if reports aren't filed on time, making timely release crucial for recovery and stock appreciation.Futuristic microchip and digital data flowing. AI conceptFor nearly two months, Super Micro Computer, Inc.'s (NASDAQ:SMCI) stock has been range-bound and traded at around $30 per share. All the previous positive and negative developments at this stage have been priced in and Super Micro’s shares are currently at a turning point. The market right now awaits the audited earnings reports, which were previously postponed, to understand whether the company managed to overcome the latest challenges or if the worst is not over yet.If we get the audited earnings reports before February 25, then at the very least Super Micro will be able to avoid being delisted and the market might interpret this as a bullish sign and prop up the price. Otherwise, we could see a further downward movement to new lows in the foreseeable future since the delisting risk might materialize.Considering this, the turning point seems to be just around the corner, and we’ll likely see a major price movement soon. The direction of the movement will highly depend on whether Super Micro’s earnings reports come out before the compliance date set by Nasdaq.Is Super Micro Headed For Recovery?Super Micro’s stock experienced explosive growth at the beginning of 2024 as the demand for its server offerings skyrocketed thanks to the generative AI revolution. Its latest available earnings report for Q4 was released back in August, and it showed that during the three months, its revenues increased by an impressive 143.6% Y/Y to $5.31 billion.However, shortly after that report was released, the situation for the company quickly deteriorated. Super Micro has been targeted in the bearish report by the Hindenburg research firm, it failed to file its 10-K form on time, the Justice Department opened a probe against the business, and the company’s auditor from the Big Four group has also resigned. All of this resulted in a major depreciation of Super Micro’s shares, which continue to trade in a distressed territory to this day.Despite this, several developments have happened, which might indicate a potential recovery in the foreseeable future. Firstly, Super Micro released its preliminary earnings results for Q1, which showed that the company expects its revenues for the September quarter to be in the range between $5.9 billion and $6 billion. More importantly, it hired BDO USA as its new independent auditor, while its independent special committee found no proof of misconduct.Finally, last month Super Micro also received an extension approval from Nasdaq and now has time until February 25 to file its 10-K and 10-Q forms for FY24 and Q1’25, respectively. This is good news since BDO USA has enough time to audit Super Micro’s results and help the company avoid delisting if no wrongdoing is found.On top of all of this, it’s also safe to say that Super Micro is positioned well to capitalize on the increasing demand for AI infrastructure. Earlier NVIDIA Corporation (NVDA) has been saying that the demand for its latest AI accelerators is insane, while Foxconn recently announced its highest quarterly revenue on record thanks to the strong demand for AI servers. As the data center infrastructure equipment business is expected to triple in size by the end of the decade, Super Micro has plenty of opportunities for growth thanks to its servers with liquid cooling systems.In October Super Micro already announced that it already deployed over 100,000 GPUs with its cooling systems and introduced its new flagship servers. Then last week it began volume shipment of its high-performance servers, which might signal that the business has plenty of growth opportunities in the current favorable environment.Considering all of this, it’s safe to say that the potential release of the audited report in the upcoming weeks could create a significant upside for the stock if no wrongdoing by the company has been made. Below is my DCF model, which highlights why Super Micro’s stock could be an attractive investment in the upcoming months.From the preliminary report, we know that Super Micro generated $6 billion in revenues in Q1. If the auditors agree with those numbers and Super Micro generates a similar amount in revenues each quarter, then its annual revenue in FY25 will be around $24 billion. That translates to a ~60% Y/Y growth rate, which I used in my DCF model for FY25. Such growth expectations are also close to the current forecasts on the street. After that, I expect the revenue growth rate to normalize in FY26 and beyond.The EBIT margin rate for the following years stands at 8.5%, which is the average rate in the last three years and is also similar to Super Micro’s TTM rate. All the other assumptions in the DCF model mostly align with Super Micro’s performance in recent years.The WACC in the model is 8.5%, which is close to the market’s current average cost of capital if we exclude the financial sector. The terminal growth rate is 2.5%, which is close to the current American GDP growth forecast.Super Micro's DCF ModelUnder all of those assumptions, my DCF model shows that Super Micro’s fair value is $58.05 per share, which translates to an upside of over 70%. Considering that the company’s shares traded significantly above that price target only half a year ago, there’s certainly a possibility that the stock has room for growth if it turns out that no wrongdoing has been done by Super Micro.Super Micro's DCF ModelMajor Risks To ConsiderWhile my DCF model shows that the stock’s upside is significant, the numbers and assumptions in that model are based on Super Micro’s previous reports and latest outlooks. If it turns out that some wrongdoings have been made by the company, then some of those assumptions in the model might become irrelevant and revisions would need to be made. This could lead to a lower fair value calculation, which could show that the upside is not significant at all.At the same time, the risk of delisting is still real. Super Micro has already been delisted back in 2018 as it failed to file its reports on time. It regained its listing status only in 2020. If Super Micro fails to file its reports by February 25, then it could once again lose its listing status and the shares could depreciate even further.Finally, because of all the latest developments that happened in the last half a year, Nvidia began to move its orders to other supplies to avoid the disruption of its supply chain. Companies like ASRock and Gigabyte have experienced a rise in orders, which is a bad sign for Super Micro. That is why at this point Super Micro no longer has room for mistake, and it needs to release its 10-K and 10-Q filings by February 25 to restore its reputation and prove that no wrongdoings have been made. Otherwise, there’s a real chance that the stock will lose even more value and the company will be eventually delisted once again.The Bottom LineAt this point, everything comes out to whether Super Micro manages to release an audited earnings report on time. If the company does, such a report will not only reveal the current state of Super Micro’s business after a series of setbacks but also might disprove the major concerns that led to the major depreciation of its shares last year. Under such a scenario, we might expect a major appreciation of shares, which recently have been range-bound as the market is expecting the report. If Super Micro fails to deliver the audited report on time, then delisting risks will likely materialize and a further depreciation will likely follow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393427992539208,"gmtCreate":1737073634569,"gmtModify":1737073638577,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"What M&amp;A","listText":"What M&amp;A","text":"What M&A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393427992539208","repostId":"2504691007","repostType":2,"repost":{"id":"2504691007","kind":"highlight","pubTimestamp":1737071709,"share":"https://ttm.financial/m/news/2504691007?lang=&edition=full_marsco","pubTime":"2025-01-17 07:55","market":"us","language":"en","title":"Quantum Computing Debate Continues, But We See Staggering Gains Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2504691007","media":"InvestorPlace","summary":"Companies across the tech industry appear to be bracing for massive quantum computing breakthroughs this year.","content":"<html><head></head><body><p>Quantum shares mixed on Thursday with QMCO soaring 15% while QUBT slumping over 5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/776e67e52e2d8154275280076bed66d0\" tg-width=\"469\" tg-height=\"532\"/></p><p><strong><em>Key Takeaways:</em></strong></p><ul style=\"\"><li><p>It’s obvious that quantum computing represents a massive technological breakthrough. By harnessing the power of quantum physics to change the underlying structure of traditional computers, we’d make them infinitely faster and more powerful.</p></li><li><p>Many argue about when we’ll achieve that level of computing, which is why quantum stocks have been so volatile recently. </p></li><li><p>But while tech leaders like Huang and Zuckerberg are pouring cold water on the subject, companies across the industry – including Huang’s very own Nvidia – appear to be bracing for massive quantum breakthroughs this year.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0321eae9531bdfe5acd32f9836aced66\" title=\"\" tg-width=\"768\" tg-height=\"432\"/></p><p>For the past few months, quantum computing stocks have been on a wild roller coaster ride. We have seen top investments like <strong>IonQ</strong> (<strong><u>IONQ</u></strong>), <strong>Quantum</strong> <strong>Computing</strong> (<strong><u>QUBT</u></strong>), <strong>D-Wave Quantum</strong> (<strong><u>QBTS</u></strong>), and <strong>Rigetti</strong> (<strong><u>RGTI</u></strong>) gain hundreds of percent within a few months only to plummet 50%-plus in a matter of days. In fact, they’ve been known to bounce 20% – higher or lower – over a single day.</p><p>Clearly, quantum computing stocks have not enjoyed much smooth sailing. </p><p><strong>But we think this ongoing wild ride could be set to lift these stocks far higher.</strong>  </p><p>Of course, we’re taking the 400-foot-view here. It’s obvious that quantum computing represents a massive technological breakthrough. By harnessing the power of quantum physics to change the underlying structure of traditional computers, we’d make them infinitely faster and more powerful. (To read much more about this technology’s potential, check out the recent issue of <em>Hypergrowth Investing</em> that delves deep into the weeds of this topic.)</p><p>Considering that the entire world is built on top of computers – as most of us work, play,  communicate, shop, get our news, etc., on these machines – quantum computing capability could easily reshape global society. </p><p>Imagine: every application, every piece of software, every AI model, every online transaction would be significantly faster and more efficient. </p><p><strong>It’s easy to see the massive potential that quantum computing technology holds. Very few would argue that. </strong></p><p>But many argue about <em>when </em>we’ll achieve that level of computing, which is why quantum stocks have been so volatile recently. </p><h2 id=\"id_2868452566\">Quantum Computing Talk Is Cheap</h2><p>The ongoing quantum debate isn’t about whether this technology could be a huge breakthrough. It’s about when these huge breakthroughs will actually happen – and when such next-gen computing will enter the real world. </p><p><strong>Nvidia </strong>(<strong><u>NVDA</u></strong>) CEO Jensen Huang thinks it won’t be for a while. As we heard recently, Huang believes practical quantum computing applications are still about 20 years away. This pessimistic take is what started the latest quantum stock selloff. </p><p>Then, <strong>Meta</strong> (<strong><u>META</u></strong>) CEO Mark Zuckerberg piggy-backed on that claim. Although he was very clear in saying he’s not an expert on the subject, he did say that he thinks quantum computing is still a far way off. </p><p>With two major tech CEOs signalling for investors to pump the brakes, quantum stocks have naturally been under significant pressure lately. </p><p>But… as they say… <strong>talk is cheap</strong>… </p><p>Because while Huang and Zuckerberg are pouring cold water on the subject, companies across the tech industry – including Huang’s very own Nvidia – <em>appear to be bracing for massive quantum breakthroughs this year.</em></p><h2 id=\"id_3237869576\">QC’s Timeline: Faultless or Fictitious?</h2><p>This past week, <strong>Microsoft</strong> (<strong><u>MSFT</u></strong>) announced its first-ever Quantum Ready program, a slate of workshops and industry-specific forums to help business leaders get acquainted with quantum computing. </p><p>In a blog post announcing the program, Microsoft said that it expects the pace of quantum research and development to accelerate over the next 12 months. “We are at the advent of the reliable quantum-computing era,” Microsoft wrote. “And we are right on the cusp of seeing quantum computers solve meaningful problems and capture new business value.”</p><p>It certainly doesn’t seem like Microsoft – which, for what it’s worth, was an early AI leader with its big investment in <strong>OpenAI</strong>, maker of <strong>ChatGPT</strong> – thinks quantum computing is decades away from being a practical reality. The tech titan seems to be bracing for it to become a practical reality later this year. </p><p><strong><em>Nvidia, oddly enough, seems to be doing the same. </em></strong></p><p>Although Huang may be saying that practical quantum computing applications are two decades away, his company is doing quite a bit right now to advance its own quantum computing initiatives. </p><p>That is, the firm is currently busy hiring quantum engineers. It also just announced its inaugural Quantum Day – an event to specifically highlight recent advancements and potential opportunities in the field of quantum computing. </p><p>Clearly, Nvidia thinks this technology is close enough to start committing serious money, talent, and resources toward it…</p><p>Key industry players like D-Wave and IonQ will be attending Nvidia’s Quantum Day. </p><p>In fact, speaking of those two firms, D-Wave recently landed a partnership with Carahsoft – a computer reseller network for federal agencies – to have the latter sell quantum computing technology to the public sector. And IonQ just announced an initiative to invest $1 billion in the state of Maryland, establishing it as the epicenter of the quantum computing revolution.</p><h2 id=\"id_2974167477\">The Final Word on Quantum Computing Stocks</h2><p>I’m not sure Huang and Zuckerberg are reading the same headlines that I am because the news flow surrounding quantum computing right now seems to suggest one thing: <strong>This technology has arrived – and it is only going to progress further until it changes the world forever. </strong></p><p>So… is time to buy the dip in quantum computing stocks?</p><p>I think so – certainly not all, but a few of them. IonQ is our favorite pick in the space. The firm is making some impressive moves, and the stock looks ready to roar back to life. </p><p>Now may well be the moment to pounce… because the market just triggered some <strong>major bullish fundamental and technical signals</strong>. </p><p>Yesterday’s Consumer Price Index (CPI) report showed that the core U.S. inflation rate declined last month for the first time in six months – a huge positive for stocks. </p><p>Meanwhile, on the technical side of things, the <strong>S&amp;P 500</strong> just bounced strongly off major technical support levels – its 2024 uptrend support line and 100-day moving average – suggesting further strength ahead. </p><p><strong>In other words, we <em>really </em>like the setup for the market right now.</strong></p><p>And to help us find some of the best stocks to buy for a rebound, we’re turning to Elon Musk – the world’s richest man – and his startup, xAI. </p><p>We’re confident that firm has the opportunity to become a major winner in this next phase of the AI Boom.</p><p>And while it’s not yet publicly traded, we’ve found a promising ‘backdoor’ way to invest in the company. </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>Quantum Computing Debate Continues, But We See Staggering Gains Ahead</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\">\nQuantum Computing Debate Continues, But We See Staggering Gains Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2025/01/quantum-computing-debate-continues-but-we-see-staggering-gains-ahead/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Quantum shares mixed on Thursday with QMCO soaring 15% while QUBT slumping over 5%.Key Takeaways:It’s obvious that quantum computing represents a massive technological breakthrough. By harnessing the ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2025/01/quantum-computing-debate-continues-but-we-see-staggering-gains-ahead/\">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","LU0528227936.USD":"富达环球人口趋势基金A-ACC","QMCO":"昆腾","LAES":"SEALSQ Corp","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","GOOG":"谷歌","BK4170":"电脑硬件、储存设备及电脑周边","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","GOOGL":"谷歌A","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","QBTS":"D-Wave Quantum Inc.","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","QUBT":"Quantum Computing Inc.","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","HOLO":"MicroCloud Hologram Inc.","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","ARQQ":"Arqit Quantum Inc.","BK4524":"宅经济概念","RGTI":"Rigetti Computing","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","BK4538":"云计算","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IONQ":"IONQ Inc.","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H"},"source_url":"https://investorplace.com/hypergrowthinvesting/2025/01/quantum-computing-debate-continues-but-we-see-staggering-gains-ahead/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504691007","content_text":"Quantum shares mixed on Thursday with QMCO soaring 15% while QUBT slumping over 5%.Key Takeaways:It’s obvious that quantum computing represents a massive technological breakthrough. By harnessing the power of quantum physics to change the underlying structure of traditional computers, we’d make them infinitely faster and more powerful.Many argue about when we’ll achieve that level of computing, which is why quantum stocks have been so volatile recently. But while tech leaders like Huang and Zuckerberg are pouring cold water on the subject, companies across the industry – including Huang’s very own Nvidia – appear to be bracing for massive quantum breakthroughs this year.For the past few months, quantum computing stocks have been on a wild roller coaster ride. We have seen top investments like IonQ (IONQ), Quantum Computing (QUBT), D-Wave Quantum (QBTS), and Rigetti (RGTI) gain hundreds of percent within a few months only to plummet 50%-plus in a matter of days. In fact, they’ve been known to bounce 20% – higher or lower – over a single day.Clearly, quantum computing stocks have not enjoyed much smooth sailing. But we think this ongoing wild ride could be set to lift these stocks far higher.  Of course, we’re taking the 400-foot-view here. It’s obvious that quantum computing represents a massive technological breakthrough. By harnessing the power of quantum physics to change the underlying structure of traditional computers, we’d make them infinitely faster and more powerful. (To read much more about this technology’s potential, check out the recent issue of Hypergrowth Investing that delves deep into the weeds of this topic.)Considering that the entire world is built on top of computers – as most of us work, play,  communicate, shop, get our news, etc., on these machines – quantum computing capability could easily reshape global society. Imagine: every application, every piece of software, every AI model, every online transaction would be significantly faster and more efficient. It’s easy to see the massive potential that quantum computing technology holds. Very few would argue that. But many argue about when we’ll achieve that level of computing, which is why quantum stocks have been so volatile recently. Quantum Computing Talk Is CheapThe ongoing quantum debate isn’t about whether this technology could be a huge breakthrough. It’s about when these huge breakthroughs will actually happen – and when such next-gen computing will enter the real world. Nvidia (NVDA) CEO Jensen Huang thinks it won’t be for a while. As we heard recently, Huang believes practical quantum computing applications are still about 20 years away. This pessimistic take is what started the latest quantum stock selloff. Then, Meta (META) CEO Mark Zuckerberg piggy-backed on that claim. Although he was very clear in saying he’s not an expert on the subject, he did say that he thinks quantum computing is still a far way off. With two major tech CEOs signalling for investors to pump the brakes, quantum stocks have naturally been under significant pressure lately. But… as they say… talk is cheap… Because while Huang and Zuckerberg are pouring cold water on the subject, companies across the tech industry – including Huang’s very own Nvidia – appear to be bracing for massive quantum breakthroughs this year.QC’s Timeline: Faultless or Fictitious?This past week, Microsoft (MSFT) announced its first-ever Quantum Ready program, a slate of workshops and industry-specific forums to help business leaders get acquainted with quantum computing. In a blog post announcing the program, Microsoft said that it expects the pace of quantum research and development to accelerate over the next 12 months. “We are at the advent of the reliable quantum-computing era,” Microsoft wrote. “And we are right on the cusp of seeing quantum computers solve meaningful problems and capture new business value.”It certainly doesn’t seem like Microsoft – which, for what it’s worth, was an early AI leader with its big investment in OpenAI, maker of ChatGPT – thinks quantum computing is decades away from being a practical reality. The tech titan seems to be bracing for it to become a practical reality later this year. Nvidia, oddly enough, seems to be doing the same. Although Huang may be saying that practical quantum computing applications are two decades away, his company is doing quite a bit right now to advance its own quantum computing initiatives. That is, the firm is currently busy hiring quantum engineers. It also just announced its inaugural Quantum Day – an event to specifically highlight recent advancements and potential opportunities in the field of quantum computing. Clearly, Nvidia thinks this technology is close enough to start committing serious money, talent, and resources toward it…Key industry players like D-Wave and IonQ will be attending Nvidia’s Quantum Day. In fact, speaking of those two firms, D-Wave recently landed a partnership with Carahsoft – a computer reseller network for federal agencies – to have the latter sell quantum computing technology to the public sector. And IonQ just announced an initiative to invest $1 billion in the state of Maryland, establishing it as the epicenter of the quantum computing revolution.The Final Word on Quantum Computing StocksI’m not sure Huang and Zuckerberg are reading the same headlines that I am because the news flow surrounding quantum computing right now seems to suggest one thing: This technology has arrived – and it is only going to progress further until it changes the world forever. So… is time to buy the dip in quantum computing stocks?I think so – certainly not all, but a few of them. IonQ is our favorite pick in the space. The firm is making some impressive moves, and the stock looks ready to roar back to life. Now may well be the moment to pounce… because the market just triggered some major bullish fundamental and technical signals. Yesterday’s Consumer Price Index (CPI) report showed that the core U.S. inflation rate declined last month for the first time in six months – a huge positive for stocks. Meanwhile, on the technical side of things, the S&P 500 just bounced strongly off major technical support levels – its 2024 uptrend support line and 100-day moving average – suggesting further strength ahead. In other words, we really like the setup for the market right now.And to help us find some of the best stocks to buy for a rebound, we’re turning to Elon Musk – the world’s richest man – and his startup, xAI. We’re confident that firm has the opportunity to become a major winner in this next phase of the AI Boom.And while it’s not yet publicly traded, we’ve found a promising ‘backdoor’ way to invest in the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393427043102896,"gmtCreate":1737073610497,"gmtModify":1737073614694,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"I am losing 600 usd at the moment in one days trade. You better be right after future.&nbsp;","listText":"I am losing 600 usd at the moment in one days trade. You better be right after future.&nbsp;","text":"I am losing 600 usd at the moment in one days trade. You better be right after future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393427043102896","repostId":"2504691007","repostType":2,"repost":{"id":"2504691007","kind":"highlight","pubTimestamp":1737071709,"share":"https://ttm.financial/m/news/2504691007?lang=&edition=full_marsco","pubTime":"2025-01-17 07:55","market":"us","language":"en","title":"Quantum Computing Debate Continues, But We See Staggering Gains Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2504691007","media":"InvestorPlace","summary":"Companies across the tech industry appear to be bracing for massive quantum computing breakthroughs this year.","content":"<html><head></head><body><p>Quantum shares mixed on Thursday with QMCO soaring 15% while QUBT slumping over 5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/776e67e52e2d8154275280076bed66d0\" tg-width=\"469\" tg-height=\"532\"/></p><p><strong><em>Key Takeaways:</em></strong></p><ul style=\"\"><li><p>It’s obvious that quantum computing represents a massive technological breakthrough. By harnessing the power of quantum physics to change the underlying structure of traditional computers, we’d make them infinitely faster and more powerful.</p></li><li><p>Many argue about when we’ll achieve that level of computing, which is why quantum stocks have been so volatile recently. </p></li><li><p>But while tech leaders like Huang and Zuckerberg are pouring cold water on the subject, companies across the industry – including Huang’s very own Nvidia – appear to be bracing for massive quantum breakthroughs this year.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0321eae9531bdfe5acd32f9836aced66\" title=\"\" tg-width=\"768\" tg-height=\"432\"/></p><p>For the past few months, quantum computing stocks have been on a wild roller coaster ride. We have seen top investments like <strong>IonQ</strong> (<strong><u>IONQ</u></strong>), <strong>Quantum</strong> <strong>Computing</strong> (<strong><u>QUBT</u></strong>), <strong>D-Wave Quantum</strong> (<strong><u>QBTS</u></strong>), and <strong>Rigetti</strong> (<strong><u>RGTI</u></strong>) gain hundreds of percent within a few months only to plummet 50%-plus in a matter of days. In fact, they’ve been known to bounce 20% – higher or lower – over a single day.</p><p>Clearly, quantum computing stocks have not enjoyed much smooth sailing. </p><p><strong>But we think this ongoing wild ride could be set to lift these stocks far higher.</strong>  </p><p>Of course, we’re taking the 400-foot-view here. It’s obvious that quantum computing represents a massive technological breakthrough. By harnessing the power of quantum physics to change the underlying structure of traditional computers, we’d make them infinitely faster and more powerful. (To read much more about this technology’s potential, check out the recent issue of <em>Hypergrowth Investing</em> that delves deep into the weeds of this topic.)</p><p>Considering that the entire world is built on top of computers – as most of us work, play,  communicate, shop, get our news, etc., on these machines – quantum computing capability could easily reshape global society. </p><p>Imagine: every application, every piece of software, every AI model, every online transaction would be significantly faster and more efficient. </p><p><strong>It’s easy to see the massive potential that quantum computing technology holds. Very few would argue that. </strong></p><p>But many argue about <em>when </em>we’ll achieve that level of computing, which is why quantum stocks have been so volatile recently. </p><h2 id=\"id_2868452566\">Quantum Computing Talk Is Cheap</h2><p>The ongoing quantum debate isn’t about whether this technology could be a huge breakthrough. It’s about when these huge breakthroughs will actually happen – and when such next-gen computing will enter the real world. </p><p><strong>Nvidia </strong>(<strong><u>NVDA</u></strong>) CEO Jensen Huang thinks it won’t be for a while. As we heard recently, Huang believes practical quantum computing applications are still about 20 years away. This pessimistic take is what started the latest quantum stock selloff. </p><p>Then, <strong>Meta</strong> (<strong><u>META</u></strong>) CEO Mark Zuckerberg piggy-backed on that claim. Although he was very clear in saying he’s not an expert on the subject, he did say that he thinks quantum computing is still a far way off. </p><p>With two major tech CEOs signalling for investors to pump the brakes, quantum stocks have naturally been under significant pressure lately. </p><p>But… as they say… <strong>talk is cheap</strong>… </p><p>Because while Huang and Zuckerberg are pouring cold water on the subject, companies across the tech industry – including Huang’s very own Nvidia – <em>appear to be bracing for massive quantum breakthroughs this year.</em></p><h2 id=\"id_3237869576\">QC’s Timeline: Faultless or Fictitious?</h2><p>This past week, <strong>Microsoft</strong> (<strong><u>MSFT</u></strong>) announced its first-ever Quantum Ready program, a slate of workshops and industry-specific forums to help business leaders get acquainted with quantum computing. </p><p>In a blog post announcing the program, Microsoft said that it expects the pace of quantum research and development to accelerate over the next 12 months. “We are at the advent of the reliable quantum-computing era,” Microsoft wrote. “And we are right on the cusp of seeing quantum computers solve meaningful problems and capture new business value.”</p><p>It certainly doesn’t seem like Microsoft – which, for what it’s worth, was an early AI leader with its big investment in <strong>OpenAI</strong>, maker of <strong>ChatGPT</strong> – thinks quantum computing is decades away from being a practical reality. The tech titan seems to be bracing for it to become a practical reality later this year. </p><p><strong><em>Nvidia, oddly enough, seems to be doing the same. </em></strong></p><p>Although Huang may be saying that practical quantum computing applications are two decades away, his company is doing quite a bit right now to advance its own quantum computing initiatives. </p><p>That is, the firm is currently busy hiring quantum engineers. It also just announced its inaugural Quantum Day – an event to specifically highlight recent advancements and potential opportunities in the field of quantum computing. </p><p>Clearly, Nvidia thinks this technology is close enough to start committing serious money, talent, and resources toward it…</p><p>Key industry players like D-Wave and IonQ will be attending Nvidia’s Quantum Day. </p><p>In fact, speaking of those two firms, D-Wave recently landed a partnership with Carahsoft – a computer reseller network for federal agencies – to have the latter sell quantum computing technology to the public sector. And IonQ just announced an initiative to invest $1 billion in the state of Maryland, establishing it as the epicenter of the quantum computing revolution.</p><h2 id=\"id_2974167477\">The Final Word on Quantum Computing Stocks</h2><p>I’m not sure Huang and Zuckerberg are reading the same headlines that I am because the news flow surrounding quantum computing right now seems to suggest one thing: <strong>This technology has arrived – and it is only going to progress further until it changes the world forever. </strong></p><p>So… is time to buy the dip in quantum computing stocks?</p><p>I think so – certainly not all, but a few of them. IonQ is our favorite pick in the space. The firm is making some impressive moves, and the stock looks ready to roar back to life. </p><p>Now may well be the moment to pounce… because the market just triggered some <strong>major bullish fundamental and technical signals</strong>. </p><p>Yesterday’s Consumer Price Index (CPI) report showed that the core U.S. inflation rate declined last month for the first time in six months – a huge positive for stocks. </p><p>Meanwhile, on the technical side of things, the <strong>S&amp;P 500</strong> just bounced strongly off major technical support levels – its 2024 uptrend support line and 100-day moving average – suggesting further strength ahead. </p><p><strong>In other words, we <em>really </em>like the setup for the market right now.</strong></p><p>And to help us find some of the best stocks to buy for a rebound, we’re turning to Elon Musk – the world’s richest man – and his startup, xAI. </p><p>We’re confident that firm has the opportunity to become a major winner in this next phase of the AI Boom.</p><p>And while it’s not yet publicly traded, we’ve found a promising ‘backdoor’ way to invest in the company. </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>Quantum Computing Debate Continues, But We See Staggering Gains Ahead</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\">\nQuantum Computing Debate Continues, But We See Staggering Gains Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2025/01/quantum-computing-debate-continues-but-we-see-staggering-gains-ahead/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Quantum shares mixed on Thursday with QMCO soaring 15% while QUBT slumping over 5%.Key Takeaways:It’s obvious that quantum computing represents a massive technological breakthrough. By harnessing the ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2025/01/quantum-computing-debate-continues-but-we-see-staggering-gains-ahead/\">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","LU0528227936.USD":"富达环球人口趋势基金A-ACC","QMCO":"昆腾","LAES":"SEALSQ Corp","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","GOOG":"谷歌","BK4170":"电脑硬件、储存设备及电脑周边","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","GOOGL":"谷歌A","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","QBTS":"D-Wave Quantum Inc.","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","QUBT":"Quantum Computing Inc.","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","HOLO":"MicroCloud Hologram Inc.","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","ARQQ":"Arqit Quantum Inc.","BK4524":"宅经济概念","RGTI":"Rigetti Computing","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","BK4538":"云计算","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IONQ":"IONQ Inc.","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H"},"source_url":"https://investorplace.com/hypergrowthinvesting/2025/01/quantum-computing-debate-continues-but-we-see-staggering-gains-ahead/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504691007","content_text":"Quantum shares mixed on Thursday with QMCO soaring 15% while QUBT slumping over 5%.Key Takeaways:It’s obvious that quantum computing represents a massive technological breakthrough. By harnessing the power of quantum physics to change the underlying structure of traditional computers, we’d make them infinitely faster and more powerful.Many argue about when we’ll achieve that level of computing, which is why quantum stocks have been so volatile recently. But while tech leaders like Huang and Zuckerberg are pouring cold water on the subject, companies across the industry – including Huang’s very own Nvidia – appear to be bracing for massive quantum breakthroughs this year.For the past few months, quantum computing stocks have been on a wild roller coaster ride. We have seen top investments like IonQ (IONQ), Quantum Computing (QUBT), D-Wave Quantum (QBTS), and Rigetti (RGTI) gain hundreds of percent within a few months only to plummet 50%-plus in a matter of days. In fact, they’ve been known to bounce 20% – higher or lower – over a single day.Clearly, quantum computing stocks have not enjoyed much smooth sailing. But we think this ongoing wild ride could be set to lift these stocks far higher.  Of course, we’re taking the 400-foot-view here. It’s obvious that quantum computing represents a massive technological breakthrough. By harnessing the power of quantum physics to change the underlying structure of traditional computers, we’d make them infinitely faster and more powerful. (To read much more about this technology’s potential, check out the recent issue of Hypergrowth Investing that delves deep into the weeds of this topic.)Considering that the entire world is built on top of computers – as most of us work, play,  communicate, shop, get our news, etc., on these machines – quantum computing capability could easily reshape global society. Imagine: every application, every piece of software, every AI model, every online transaction would be significantly faster and more efficient. It’s easy to see the massive potential that quantum computing technology holds. Very few would argue that. But many argue about when we’ll achieve that level of computing, which is why quantum stocks have been so volatile recently. Quantum Computing Talk Is CheapThe ongoing quantum debate isn’t about whether this technology could be a huge breakthrough. It’s about when these huge breakthroughs will actually happen – and when such next-gen computing will enter the real world. Nvidia (NVDA) CEO Jensen Huang thinks it won’t be for a while. As we heard recently, Huang believes practical quantum computing applications are still about 20 years away. This pessimistic take is what started the latest quantum stock selloff. Then, Meta (META) CEO Mark Zuckerberg piggy-backed on that claim. Although he was very clear in saying he’s not an expert on the subject, he did say that he thinks quantum computing is still a far way off. With two major tech CEOs signalling for investors to pump the brakes, quantum stocks have naturally been under significant pressure lately. But… as they say… talk is cheap… Because while Huang and Zuckerberg are pouring cold water on the subject, companies across the tech industry – including Huang’s very own Nvidia – appear to be bracing for massive quantum breakthroughs this year.QC’s Timeline: Faultless or Fictitious?This past week, Microsoft (MSFT) announced its first-ever Quantum Ready program, a slate of workshops and industry-specific forums to help business leaders get acquainted with quantum computing. In a blog post announcing the program, Microsoft said that it expects the pace of quantum research and development to accelerate over the next 12 months. “We are at the advent of the reliable quantum-computing era,” Microsoft wrote. “And we are right on the cusp of seeing quantum computers solve meaningful problems and capture new business value.”It certainly doesn’t seem like Microsoft – which, for what it’s worth, was an early AI leader with its big investment in OpenAI, maker of ChatGPT – thinks quantum computing is decades away from being a practical reality. The tech titan seems to be bracing for it to become a practical reality later this year. Nvidia, oddly enough, seems to be doing the same. Although Huang may be saying that practical quantum computing applications are two decades away, his company is doing quite a bit right now to advance its own quantum computing initiatives. That is, the firm is currently busy hiring quantum engineers. It also just announced its inaugural Quantum Day – an event to specifically highlight recent advancements and potential opportunities in the field of quantum computing. Clearly, Nvidia thinks this technology is close enough to start committing serious money, talent, and resources toward it…Key industry players like D-Wave and IonQ will be attending Nvidia’s Quantum Day. In fact, speaking of those two firms, D-Wave recently landed a partnership with Carahsoft – a computer reseller network for federal agencies – to have the latter sell quantum computing technology to the public sector. And IonQ just announced an initiative to invest $1 billion in the state of Maryland, establishing it as the epicenter of the quantum computing revolution.The Final Word on Quantum Computing StocksI’m not sure Huang and Zuckerberg are reading the same headlines that I am because the news flow surrounding quantum computing right now seems to suggest one thing: This technology has arrived – and it is only going to progress further until it changes the world forever. So… is time to buy the dip in quantum computing stocks?I think so – certainly not all, but a few of them. IonQ is our favorite pick in the space. The firm is making some impressive moves, and the stock looks ready to roar back to life. Now may well be the moment to pounce… because the market just triggered some major bullish fundamental and technical signals. Yesterday’s Consumer Price Index (CPI) report showed that the core U.S. inflation rate declined last month for the first time in six months – a huge positive for stocks. Meanwhile, on the technical side of things, the S&P 500 just bounced strongly off major technical support levels – its 2024 uptrend support line and 100-day moving average – suggesting further strength ahead. In other words, we really like the setup for the market right now.And to help us find some of the best stocks to buy for a rebound, we’re turning to Elon Musk – the world’s richest man – and his startup, xAI. We’re confident that firm has the opportunity to become a major winner in this next phase of the AI Boom.And while it’s not yet publicly traded, we’ve found a promising ‘backdoor’ way to invest in the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392118597050568,"gmtCreate":1736762532213,"gmtModify":1736762538739,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Its a rug pull.","listText":"Its a rug pull.","text":"Its a rug pull.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392118597050568","repostId":"1107655877","repostType":4,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390122680840536,"gmtCreate":1736290543173,"gmtModify":1736290547192,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Sell Nvidia now to save ur loses","listText":"Sell Nvidia now to save ur loses","text":"Sell Nvidia now to save ur loses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390122680840536","repostId":"1130441645","repostType":2,"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388247346634872,"gmtCreate":1735818516806,"gmtModify":1735818520438,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"it will sink red","listText":"it will sink red","text":"it will sink red","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388247346634872","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387042464358848,"gmtCreate":1735533431939,"gmtModify":1735533436058,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRAL(CBA.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v> it will go up as the US stock rises in the next few days","listText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRAL(CBA.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v> it will go up as the US stock rises in the next few days","text":"$COMMONWEALTH BANK OF AUSTRAL(CBA.AU)$ it will go up as the US stock rises in the next few days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387042464358848","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":382954591645752,"gmtCreate":1734491562012,"gmtModify":1734491566532,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRAL(CBA.AU)$&nbsp;</a> Buy it at dip around 157 and sell at 159","listText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRAL(CBA.AU)$&nbsp;</a> Buy it at dip around 157 and sell at 159","text":"$COMMONWEALTH BANK OF AUSTRAL(CBA.AU)$ Buy it at dip around 157 and sell at 159","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382954591645752","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379907321651560,"gmtCreate":1733778799906,"gmtModify":1733778803602,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"its not going up","listText":"its not going up","text":"its not going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379907321651560","repostId":"379789469802768","repostType":1,"repost":{"id":379789469802768,"gmtCreate":1733773343350,"gmtModify":1733805813094,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"htmlText":"I opened <a href=\"https://ttm.financial/S/SCHX\">$Schwab US Large-Cap ETF(SCHX)$&nbsp;</a> ,I opened <a href=\"https://ttm.financial/S/SCHX\">$Schwab US Large-Cap ETF(SCHX)$&nbsp;</a> I bought SCHX as it is an outstanding way for investors seeking exposure to the strongest and largest US companies.&nbsp; That's 750 US companies in just 1 trade. SCHX has a low expense ratio of just 0.03% which translates to more money in my pockets.&nbsp; Performance wise SCHX is up 28% year todate and 32% in the past year.&nbsp; SCHX also pays dividends every 3 months.&nbsp; The current dividend yield is 1.15%.&nbsp; SCHX goes ex dividend on December 11 2024.&nbsp; That means I am just in time for payout.&nbsp; How good is that!&nbsp; <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&amp;nbs","listText":"I opened <a href=\"https://ttm.financial/S/SCHX\">$Schwab US Large-Cap ETF(SCHX)$&nbsp;</a> ,I opened <a href=\"https://ttm.financial/S/SCHX\">$Schwab US Large-Cap ETF(SCHX)$&nbsp;</a> I bought SCHX as it is an outstanding way for investors seeking exposure to the strongest and largest US companies.&nbsp; That's 750 US companies in just 1 trade. SCHX has a low expense ratio of just 0.03% which translates to more money in my pockets.&nbsp; Performance wise SCHX is up 28% year todate and 32% in the past year.&nbsp; SCHX also pays dividends every 3 months.&nbsp; The current dividend yield is 1.15%.&nbsp; SCHX goes ex dividend on December 11 2024.&nbsp; That means I am just in time for payout.&nbsp; How good is that!&nbsp; <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&amp;nbs","text":"I opened $Schwab US Large-Cap ETF(SCHX)$ ,I opened $Schwab US Large-Cap ETF(SCHX)$ I bought SCHX as it is an outstanding way for investors seeking exposure to the strongest and largest US companies. That's 750 US companies in just 1 trade. SCHX has a low expense ratio of just 0.03% which translates to more money in my pockets. Performance wise SCHX is up 28% year todate and 32% in the past year. SCHX also pays dividends every 3 months. The current dividend yield is 1.15%. SCHX goes ex dividend on December 11 2024. That means I am just in time for payout. How good is that! @Tiger_comments &nbs","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379789469802768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":415725001773376,"gmtCreate":1742524319912,"gmtModify":1742524323687,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Why nvidia ceo messes up qubt","listText":"Why nvidia ceo messes up qubt","text":"Why nvidia ceo messes up qubt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/415725001773376","repostId":"1196716519","repostType":2,"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377801549017360,"gmtCreate":1733273319576,"gmtModify":1733273323463,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"am getting hit badly on this one. any insights about the long?","listText":"am getting hit badly on this one. any insights about the long?","text":"am getting hit badly on this one. any insights about the long?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377801549017360","repostId":"377617777958984","repostType":1,"repost":{"id":377617777958984,"gmtCreate":1733221364849,"gmtModify":1733221368972,"author":{"id":"3553051824300434","authorId":"3553051824300434","name":"小可玩玩","avatar":"https://static.itradeup.com/news/ecb020b71725a2c37da098b9337e7433","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553051824300434","authorIdStr":"3553051824300434"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$","images":[{"img":"https://community-static.tradeup.com/news/045a11fe9a4ed0e5bff5d9ced62e8197","width":"1600","height":"977"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377617777958984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394248588943864,"gmtCreate":1737291354946,"gmtModify":1737291358495,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Invest now to earn later","listText":"Invest now to earn later","text":"Invest now to earn later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394248588943864","repostId":"1111511427","repostType":2,"repost":{"id":"1111511427","kind":"news","pubTimestamp":1737282955,"share":"https://ttm.financial/m/news/1111511427?lang=&edition=full_marsco","pubTime":"2025-01-19 18:35","market":"us","language":"en","title":"Super Micro Computer: This Is The Turning Point","url":"https://stock-news.laohu8.com/highlight/detail?id=1111511427","media":"Seeking Alpha","summary":"SummarySuper Micro Computer's stock is at a turning point, awaiting audited earnings reports by February 25 to avoid delisting.The company experienced explosive growth due to AI demand but faced setba","content":"<html><head></head><body><h2 id=\"id_2609581282\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer&#39;s stock is at a turning point, awaiting audited earnings reports by February 25 to avoid delisting.</p></li><li><p>The company experienced explosive growth due to AI demand but faced setbacks, including delayed filings and investigations, causing stock depreciation.</p></li><li><p>Preliminary Q1 earnings show promising revenue, and a new auditor, BDO USA, is in place, with the potential for significant stock upside if no wrongdoing is found.</p></li><li><p>Major risks include possible delisting and loss of key orders if reports aren&#39;t filed on time, making timely release crucial for recovery and stock appreciation.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8461ac037feb578e94fb2333c15568e\" alt=\"Futuristic microchip and digital data flowing. AI concept\" title=\"Futuristic microchip and digital data flowing. AI concept\" tg-width=\"750\" tg-height=\"500\"/><span>Futuristic microchip and digital data flowing. AI concept</span></p><p></p><p>For nearly two months, Super Micro Computer, Inc.&#39;s (NASDAQ:SMCI) stock has been range-bound and traded at around $30 per share. All the previous positive and negative developments at this stage have been priced in and Super Micro’s shares are currently at a turning point. The market right now awaits the audited earnings reports, which were previously postponed, to understand whether the company managed to overcome the latest challenges or if the worst is not over yet.</p><p>If we get the audited earnings reports before February 25, then at the very least Super Micro will be able to avoid being delisted and the market might interpret this as a bullish sign and prop up the price. Otherwise, we could see a further downward movement to new lows in the foreseeable future since the delisting risk might materialize.</p><p>Considering this, the turning point seems to be just around the corner, and we’ll likely see a major price movement soon. The direction of the movement will highly depend on whether Super Micro’s earnings reports come out before the compliance date set by Nasdaq.</p><h2 id=\"id_563992753\">Is Super Micro Headed For Recovery?</h2><p>Super Micro’s stock experienced explosive growth at the beginning of 2024 as the demand for its server offerings skyrocketed thanks to the generative AI revolution. Its latest available earnings report for Q4 was released back in August, and it showed that during the three months, its revenues increased by an impressive 143.6% Y/Y to $5.31 billion.</p><p>However, shortly after that report was released, the situation for the company quickly deteriorated. Super Micro has been targeted in the bearish report by the Hindenburg research firm, it failed to file its 10-K form on time, the Justice Department opened a probe against the business, and the company’s auditor from the Big Four group has also resigned. All of this resulted in a major depreciation of Super Micro’s shares, which continue to trade in a distressed territory to this day.</p><p>Despite this, several developments have happened, which might indicate a potential recovery in the foreseeable future. Firstly, Super Micro released its preliminary earnings results for Q1, which showed that the company expects its revenues for the September quarter to be in the range between $5.9 billion and $6 billion. More importantly, it hired BDO USA as its new independent auditor, while its independent special committee found no proof of misconduct.</p><p>Finally, last month Super Micro also received an extension approval from Nasdaq and now has time until February 25 to file its 10-K and 10-Q forms for FY24 and Q1’25, respectively. This is good news since BDO USA has enough time to audit Super Micro’s results and help the company avoid delisting if no wrongdoing is found.</p><p>On top of all of this, it’s also safe to say that Super Micro is positioned well to capitalize on the increasing demand for AI infrastructure. Earlier NVIDIA Corporation (NVDA) has been saying that the demand for its latest AI accelerators is insane, while Foxconn recently announced its highest quarterly revenue on record thanks to the strong demand for AI servers. As the data center infrastructure equipment business is expected to triple in size by the end of the decade, Super Micro has plenty of opportunities for growth thanks to its servers with liquid cooling systems.</p><p>In October Super Micro already announced that it already deployed over 100,000 GPUs with its cooling systems and introduced its new flagship servers. Then last week it began volume shipment of its high-performance servers, which might signal that the business has plenty of growth opportunities in the current favorable environment.</p><p>Considering all of this, it’s safe to say that the potential release of the audited report in the upcoming weeks could create a significant upside for the stock if no wrongdoing by the company has been made. Below is my DCF model, which highlights why Super Micro’s stock could be an attractive investment in the upcoming months.</p><p>From the preliminary report, we know that Super Micro generated $6 billion in revenues in Q1. If the auditors agree with those numbers and Super Micro generates a similar amount in revenues each quarter, then its annual revenue in FY25 will be around $24 billion. That translates to a ~60% Y/Y growth rate, which I used in my DCF model for FY25. Such growth expectations are also close to the current forecasts on the street. After that, I expect the revenue growth rate to normalize in FY26 and beyond.</p><p>The EBIT margin rate for the following years stands at 8.5%, which is the average rate in the last three years and is also similar to Super Micro’s TTM rate. All the other assumptions in the DCF model mostly align with Super Micro’s performance in recent years.</p><p>The WACC in the model is 8.5%, which is close to the market’s current average cost of capital if we exclude the financial sector. The terminal growth rate is 2.5%, which is close to the current American GDP growth forecast.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7890d6a8dbb498c83bafb5762bf2458a\" alt=\"Super Micro&#39;s DCF Model\" title=\"Super Micro&#39;s DCF Model\" tg-width=\"640\" tg-height=\"325\"/><span>Super Micro&#39;s DCF Model</span></p><p></p><p>Under all of those assumptions, my DCF model shows that Super Micro’s fair value is $58.05 per share, which translates to an upside of over 70%. Considering that the company’s shares traded significantly above that price target only half a year ago, there’s certainly a possibility that the stock has room for growth if it turns out that no wrongdoing has been done by Super Micro.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/af569fbd01ce955005677e6bed12c434\" alt=\"Super Micro&#39;s DCF Model\" title=\"Super Micro&#39;s DCF Model\" tg-width=\"640\" tg-height=\"144\"/><span>Super Micro&#39;s DCF Model</span></p><p></p><h2 id=\"id_259874154\">Major Risks To Consider</h2><p>While my DCF model shows that the stock’s upside is significant, the numbers and assumptions in that model are based on Super Micro’s previous reports and latest outlooks. If it turns out that some wrongdoings have been made by the company, then some of those assumptions in the model might become irrelevant and revisions would need to be made. This could lead to a lower fair value calculation, which could show that the upside is not significant at all.</p><p>At the same time, the risk of delisting is still real. Super Micro has already been delisted back in 2018 as it failed to file its reports on time. It regained its listing status only in 2020. If Super Micro fails to file its reports by February 25, then it could once again lose its listing status and the shares could depreciate even further.</p><p>Finally, because of all the latest developments that happened in the last half a year, Nvidia began to move its orders to other supplies to avoid the disruption of its supply chain. Companies like ASRock and Gigabyte have experienced a rise in orders, which is a bad sign for Super Micro. That is why at this point Super Micro no longer has room for mistake, and it needs to release its 10-K and 10-Q filings by February 25 to restore its reputation and prove that no wrongdoings have been made. Otherwise, there’s a real chance that the stock will lose even more value and the company will be eventually delisted once again.</p><h2 id=\"id_3474176963\">The Bottom Line</h2><p>At this point, everything comes out to whether Super Micro manages to release an audited earnings report on time. If the company does, such a report will not only reveal the current state of Super Micro’s business after a series of setbacks but also might disprove the major concerns that led to the major depreciation of its shares last year. Under such a scenario, we might expect a major appreciation of shares, which recently have been range-bound as the market is expecting the report. If Super Micro fails to deliver the audited report on time, then delisting risks will likely materialize and a further depreciation will likely follow.</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>Super Micro Computer: This Is The Turning Point</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\">\nSuper Micro Computer: This Is The Turning Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-19 18:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4750303-super-micro-computer-this-is-the-turning-point><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySuper Micro Computer's stock is at a turning point, awaiting audited earnings reports by February 25 to avoid delisting.The company experienced explosive growth due to AI demand but faced ...</p>\n\n<a href=\"https://seekingalpha.com/article/4750303-super-micro-computer-this-is-the-turning-point\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4750303-super-micro-computer-this-is-the-turning-point","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111511427","content_text":"SummarySuper Micro Computer's stock is at a turning point, awaiting audited earnings reports by February 25 to avoid delisting.The company experienced explosive growth due to AI demand but faced setbacks, including delayed filings and investigations, causing stock depreciation.Preliminary Q1 earnings show promising revenue, and a new auditor, BDO USA, is in place, with the potential for significant stock upside if no wrongdoing is found.Major risks include possible delisting and loss of key orders if reports aren't filed on time, making timely release crucial for recovery and stock appreciation.Futuristic microchip and digital data flowing. AI conceptFor nearly two months, Super Micro Computer, Inc.'s (NASDAQ:SMCI) stock has been range-bound and traded at around $30 per share. All the previous positive and negative developments at this stage have been priced in and Super Micro’s shares are currently at a turning point. The market right now awaits the audited earnings reports, which were previously postponed, to understand whether the company managed to overcome the latest challenges or if the worst is not over yet.If we get the audited earnings reports before February 25, then at the very least Super Micro will be able to avoid being delisted and the market might interpret this as a bullish sign and prop up the price. Otherwise, we could see a further downward movement to new lows in the foreseeable future since the delisting risk might materialize.Considering this, the turning point seems to be just around the corner, and we’ll likely see a major price movement soon. The direction of the movement will highly depend on whether Super Micro’s earnings reports come out before the compliance date set by Nasdaq.Is Super Micro Headed For Recovery?Super Micro’s stock experienced explosive growth at the beginning of 2024 as the demand for its server offerings skyrocketed thanks to the generative AI revolution. Its latest available earnings report for Q4 was released back in August, and it showed that during the three months, its revenues increased by an impressive 143.6% Y/Y to $5.31 billion.However, shortly after that report was released, the situation for the company quickly deteriorated. Super Micro has been targeted in the bearish report by the Hindenburg research firm, it failed to file its 10-K form on time, the Justice Department opened a probe against the business, and the company’s auditor from the Big Four group has also resigned. All of this resulted in a major depreciation of Super Micro’s shares, which continue to trade in a distressed territory to this day.Despite this, several developments have happened, which might indicate a potential recovery in the foreseeable future. Firstly, Super Micro released its preliminary earnings results for Q1, which showed that the company expects its revenues for the September quarter to be in the range between $5.9 billion and $6 billion. More importantly, it hired BDO USA as its new independent auditor, while its independent special committee found no proof of misconduct.Finally, last month Super Micro also received an extension approval from Nasdaq and now has time until February 25 to file its 10-K and 10-Q forms for FY24 and Q1’25, respectively. This is good news since BDO USA has enough time to audit Super Micro’s results and help the company avoid delisting if no wrongdoing is found.On top of all of this, it’s also safe to say that Super Micro is positioned well to capitalize on the increasing demand for AI infrastructure. Earlier NVIDIA Corporation (NVDA) has been saying that the demand for its latest AI accelerators is insane, while Foxconn recently announced its highest quarterly revenue on record thanks to the strong demand for AI servers. As the data center infrastructure equipment business is expected to triple in size by the end of the decade, Super Micro has plenty of opportunities for growth thanks to its servers with liquid cooling systems.In October Super Micro already announced that it already deployed over 100,000 GPUs with its cooling systems and introduced its new flagship servers. Then last week it began volume shipment of its high-performance servers, which might signal that the business has plenty of growth opportunities in the current favorable environment.Considering all of this, it’s safe to say that the potential release of the audited report in the upcoming weeks could create a significant upside for the stock if no wrongdoing by the company has been made. Below is my DCF model, which highlights why Super Micro’s stock could be an attractive investment in the upcoming months.From the preliminary report, we know that Super Micro generated $6 billion in revenues in Q1. If the auditors agree with those numbers and Super Micro generates a similar amount in revenues each quarter, then its annual revenue in FY25 will be around $24 billion. That translates to a ~60% Y/Y growth rate, which I used in my DCF model for FY25. Such growth expectations are also close to the current forecasts on the street. After that, I expect the revenue growth rate to normalize in FY26 and beyond.The EBIT margin rate for the following years stands at 8.5%, which is the average rate in the last three years and is also similar to Super Micro’s TTM rate. All the other assumptions in the DCF model mostly align with Super Micro’s performance in recent years.The WACC in the model is 8.5%, which is close to the market’s current average cost of capital if we exclude the financial sector. The terminal growth rate is 2.5%, which is close to the current American GDP growth forecast.Super Micro's DCF ModelUnder all of those assumptions, my DCF model shows that Super Micro’s fair value is $58.05 per share, which translates to an upside of over 70%. Considering that the company’s shares traded significantly above that price target only half a year ago, there’s certainly a possibility that the stock has room for growth if it turns out that no wrongdoing has been done by Super Micro.Super Micro's DCF ModelMajor Risks To ConsiderWhile my DCF model shows that the stock’s upside is significant, the numbers and assumptions in that model are based on Super Micro’s previous reports and latest outlooks. If it turns out that some wrongdoings have been made by the company, then some of those assumptions in the model might become irrelevant and revisions would need to be made. This could lead to a lower fair value calculation, which could show that the upside is not significant at all.At the same time, the risk of delisting is still real. Super Micro has already been delisted back in 2018 as it failed to file its reports on time. It regained its listing status only in 2020. If Super Micro fails to file its reports by February 25, then it could once again lose its listing status and the shares could depreciate even further.Finally, because of all the latest developments that happened in the last half a year, Nvidia began to move its orders to other supplies to avoid the disruption of its supply chain. Companies like ASRock and Gigabyte have experienced a rise in orders, which is a bad sign for Super Micro. That is why at this point Super Micro no longer has room for mistake, and it needs to release its 10-K and 10-Q filings by February 25 to restore its reputation and prove that no wrongdoings have been made. Otherwise, there’s a real chance that the stock will lose even more value and the company will be eventually delisted once again.The Bottom LineAt this point, everything comes out to whether Super Micro manages to release an audited earnings report on time. If the company does, such a report will not only reveal the current state of Super Micro’s business after a series of setbacks but also might disprove the major concerns that led to the major depreciation of its shares last year. Under such a scenario, we might expect a major appreciation of shares, which recently have been range-bound as the market is expecting the report. If Super Micro fails to deliver the audited report on time, then delisting risks will likely materialize and a further depreciation will likely follow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386483342680128,"gmtCreate":1735367439252,"gmtModify":1735367443811,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"So opposite of whats written here. Got it","listText":"So opposite of whats written here. Got it","text":"So opposite of whats written here. Got it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386483342680128","repostId":"1175058181","repostType":2,"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395657039016472,"gmtCreate":1737621274307,"gmtModify":1737621278247,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Buy at 9 sell at 11. Repeat like a meme stock","listText":"Buy at 9 sell at 11. Repeat like a meme stock","text":"Buy at 9 sell at 11. Repeat like a meme stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395657039016472","repostId":"1196209088","repostType":2,"repost":{"id":"1196209088","kind":"news","pubTimestamp":1737592174,"share":"https://ttm.financial/m/news/1196209088?lang=&edition=full_marsco","pubTime":"2025-01-23 08:29","market":"us","language":"en","title":"Avoid Quantum Computing Inc. At All Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=1196209088","media":"seekingalpha","summary":") in quarterly revenue, a $1.3 billion valuation, and less resources than competitors to attract talent and compete in this 'high-stakes' industry, we think most investors should pass on the stock for the time being, at least until management can show significant progress on productization and execution.Today, we'll dive into QUBT's business, explore the company's prospects, and explain why we think the company is a 'Strong Sell' for the time being.Sound good?Let's dive in.QUBT's FinancialsLet's","content":"<html><head></head><body><h2 id=\"id_2863419724\">Summary</h2><ul style=\"\"><li><p>We rate Quantum Computing a &#39;Strong Sell&#39; due to the company&#39;s astronomical valuation and dismal financials.</p></li><li><p>QUBT&#39;s $1.3 billion market cap is largely speculative, and we see significant downside risk as the company struggles to compete with industry giants and other startups.</p></li><li><p>Despite raising $190 million, the Company&#39;s core business lacks product-market fit, and we don&#39;t think the firm has sufficient resources to attract top talent and achieve meaningful progress.</p></li><li><p>Shorting the stock appears too risky, but if you&#39;re invested, this could be a great chance to get out.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03e813ca6255362d436e889265f16e6d\" alt=\"Aviation Disaster\" title=\"Aviation Disaster\" tg-width=\"750\" tg-height=\"600\"/><span>Aviation Disaster</span></p><p></p><p>Unless you&#39;ve been hiding under a rock, it&#39;s been hard to ignore the recent red-hot rally we&#39;ve seen in &#39;<em>quantum computing</em>&#39; stocks over the last few months.</p><p>Kicked off by a few blockbuster reports from computing giants International Business Machines (IBM) and Google (GOOG) that detailed potential advances in the industry, what followed can only be described as a mad dash by investors into any public companies that are even loosely associated with quantum computing.</p><p>From mid-November through the end of the year, we saw blistering rallies from quantum-related stocks, including <strong>Quantum Computing Inc.</strong> (NASDAQ:QUBT), <strong>Rigetti Computing</strong> (RGTI), <strong>Arqit Quantum</strong> (ARQQ), <strong>D-Wave Quantum</strong> (QBTS), and <strong>IonQ</strong> (IONQ):</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a439072c0dcd5852f0e98d4e1b837af\" alt=\"QUBT\" title=\"QUBT\" tg-width=\"640\" tg-height=\"387\"/><span>QUBT</span></p><p></p><p>In our opinion, some of these rallies are probably &#39;justifiable&#39;, to some degree.</p><p>For example, <strong>IonQ</strong>, a (now) $8 billion company, did nearly $40 million in the last twelve months in revenue, and spent nearly $130 million on R&amp;D. The company is producing sales, and—while still loss making—in our mind, fits the profile of a &#39;challenger&#39;.</p><p>That is, it looks to be a company with a singular product vision, a strong management team, and a significant runway. Yes, IONQ appears expensive and risky, but when viewed from the top down, we see green shoots of momentum on the business front.</p><p>When looking at Quantum Computing, we don&#39;t get the sense the company has a strong chance of producing solid investor returns going forward.</p><p>With only <em>100k</em>(!) in quarterly revenue, a <em>$1.3 billion valuation</em>, and <em>less resources</em> than competitors to attract talent and compete in this &#39;high-stakes&#39; industry, we think most investors should pass on the stock for the time being, at least until management can show significant progress on productization and execution.</p><p>Today, we&#39;ll dive into QUBT&#39;s business, explore the company&#39;s prospects, and explain why we think the company is a <em>&#39;Strong Sell&#39;</em> for the time being.</p><p>Sound good? Let&#39;s dive in.</p><h2 id=\"id_2938263092\">QUBT&#39;s Financials</h2><p>Let&#39;s begin with QUBT&#39;s financial results, which have been pretty dismal.</p><p>In 2018, the company changed its name from &#39;<strong>Innovative Beverage Group Holdings, Inc.</strong>&#39;, to &#39;<strong>Quantum Computing Inc.</strong>&#39;, which is the name the company bears today. Certainly, this appears to be an interesting change in business priorities on the part of management.</p><p>Since that reorganization, QUBT has begun work on its quantum computing business, which primarily focuses on <em>9</em> key products and services, including Dirac-3, the company&#39;s &#39;high-performance quantum machine&#39;:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2835f9d10c0e7a58c8ab91d22ae20f12\" alt=\"QUBT\" title=\"QUBT\" tg-width=\"640\" tg-height=\"423\"/><span>QUBT</span></p><p></p><p>In our view, this product lineup is a bit confusing, which reflects the seemingly &#39;scattershot&#39; approach of management to find product-market fit.</p><p>On the recent call, CEO William McGann mentioned that the company was pursuing a foundry approach for <em>thin-film lithium niobate</em>, building early revenues while simultaneously advancing its quantum computing platform:</p><blockquote><p>So in the near-term we&#39;re going to leverage the growing demand for TFLN devices in the market to drive early significant revenues for foundry services, while we will in parallel keep on developing along the same path of our own quantum computing machine platform.</p></blockquote><p>At the same time, on the same call, CFO Chris Boehmler mentioned that a material portion of the company&#39;s <em>$101,000 in revenue</em> came from a new Johns Hopkins LiDAR project:</p><blockquote><p>The increase in revenues was due to increased contractual sales, primarily from our contract with Johns Hopkins University to deliver an underwater quantum LiDAR prototype.</p></blockquote><p>While we appreciate that the company is attempting to get cash in the door, the apparent differences between the company&#39;s stated goals and actual revenue sources make the investing thesis difficult to grasp.</p><p>On the cost front, in order to bring in that <em>$101k in sales,</em> the company spent roughly <em>$5.5 million</em> in operating expenses.</p><p>Clearly, this is an enormously negative operating margin in percentage terms, but the key point here is that the company&#39;s core product lines and stated goals need significant sharpening in order to build an investment case.</p><p>QUBT advertises that it&#39;s selling access to Dirac-3 via the cloud, but a quick scan of the financials shows that this business hasn&#39;t yet generated much in the way of revenue:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3197c244ccac61ce8df194771d85c854\" alt=\"QUBT\" title=\"QUBT\" tg-width=\"640\" tg-height=\"390\"/><span>QUBT</span></p><p></p><p>Similarly, we&#39;re waiting on a status update with the TFLN foundry in Arizona.</p><p>Production, according to management, is supposed to begin in early 2025, but the facility isn&#39;t yet contributing to financials in a meaningful way.</p><p>The only real good news for QUBT is that since November, management has successfully raised $190 million by taking advantage of the stock&#39;s inflated value on the public markets with equity offerings:</p><blockquote><p>This successful $100 million offering is priced at substantial premiums to our two recent offerings, bringing our total gross capital raised since November to <strong>$190 million</strong>&#34;</p></blockquote><p>This provides the company with substantial funds to work on building out its revenue sources, but it also increases the pressure. Before the rally, the company was a small outfit with under 50 employees and minimal revenue. Now, with $190 million of fresh investor capital, progress will need to be made, and fast, on the revenue front.</p><p>Our main gripe with QUBT is that even with the new funds, the firm seems woefully <em>under-equipped</em> to compete with industry juggernauts like Microsoft (MSFT), Google, and IBM, who have all shown recent updates with their quantum businesses.</p><p>Collectively, those three companies have spent more than $450 billion on R&amp;D since QUBT changed its name and got into quantum computing. Obviously, only a portion of that has gone to quantum computing efforts, but it&#39;s still several orders of magnitude larger than what QUBT could hope to achieve.</p><p>We just don&#39;t see how QUBT is going to be able to sustainably incentivize talented researchers to come work for the company, when other, more prestigious and well-funded firms exist.</p><p>This dents the long-term value prop for the stock.</p><h2 id=\"id_466150460\">The Valuation</h2><p>So, we&#39;re not particularly positive about QUBT&#39;s financial situation, even with the fresh funding that staves off runway concerns.</p><p>But what is the company worth?</p><p>On paper, right now, QUBT is worth roughly <em>$1.3 billion</em> on the open market.</p><p>Of the company&#39;s assets, which, at this point, probably total close to $266 million, $65 million or so appear to be intangible, which isn&#39;t worth anything to the company at this juncture.</p><p>Thus, when you subtract out the net debt situation, QUBT&#39;s book value is probably worth roughly $185 million.</p><p>This leaves 1.12 billion left in value that we can&#39;t explain, given the company&#39;s financials, which, at this point, are almost completely showing &#39;burn&#39;.</p><p>Being generous, and giving QUBT&#39;s &#39;core business&#39; a $100 million valuation, you still end up with more than $1 billion in value that exists, currently, simply as speculative &#39;air&#39; in the stock.</p><p>We see considerable downside for investors from this point, simply on the back of multiple contractions that could come once the speculative frenzy dies down.</p><p>Thus, our <em>&#39;Strong Sell&#39;</em> rating.</p><h2 id=\"id_3347030246\">How We&#39;re Wrong</h2><p>There are some ways that we could be wrong about our <em>&#39;Strong Sell&#39;</em> rating in QUBT.</p><p>On the fundamental side, we don&#39;t see much in the way of evidence that the company&#39;s financials or valuation make a lot of sense. Even with the most <em>incredibly generous</em> valuations for QUBT&#39;s human capital and potential with the Dirac-3—call it... 500 million(?)—there would still be significant, significant downside to &#39;Fair Value&#39; for investors. Plus, you keep all of the execution risk.</p><p>We feel confident about our understanding of the fundamentals.</p><p>However, there are risks here to our thesis on the &#39;sentiment&#39; side.</p><p><em>Sure,</em> QUBT is wildly valued by most traditional metrics, but as we heard time and time again when we were on the trading desk in New York, &#39;dumb gets dumber&#39;.</p><p>This saying encapsulates the essence of market frenzy—you can&#39;t predict when it may end, and you definitely can&#39;t bet against it, for fear of losing your shirt.</p><h2 id=\"id_755850211\">Summary</h2><p>Thus, we come to our conclusion.</p><p>In sum, we think QUBT has -80% or more to &#39;Fair Value&#39;, which means that if you&#39;re holding on to some shares, if you plan on holding them for any period of time, you should strongly consider selling at this point.</p><p>However, betting against a story stock, even at a price like this, is an incredibly risky proposition.</p><p>Hence, we&#39;re avoiding calling this one a &#39;short&#39; for the time being—just a &#39;Strong Sell&#39;.</p><p>Stay safe out there.</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>Avoid Quantum Computing Inc. At All Costs</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\">\nAvoid Quantum Computing Inc. At All Costs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-23 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4751019-avoid-quantum-computing-inc-at-all-costs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe rate Quantum Computing a 'Strong Sell' due to the company's astronomical valuation and dismal financials.QUBT's $1.3 billion market cap is largely speculative, and we see significant ...</p>\n\n<a href=\"https://seekingalpha.com/article/4751019-avoid-quantum-computing-inc-at-all-costs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QUBT":"Quantum Computing Inc."},"source_url":"https://seekingalpha.com/article/4751019-avoid-quantum-computing-inc-at-all-costs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196209088","content_text":"SummaryWe rate Quantum Computing a 'Strong Sell' due to the company's astronomical valuation and dismal financials.QUBT's $1.3 billion market cap is largely speculative, and we see significant downside risk as the company struggles to compete with industry giants and other startups.Despite raising $190 million, the Company's core business lacks product-market fit, and we don't think the firm has sufficient resources to attract top talent and achieve meaningful progress.Shorting the stock appears too risky, but if you're invested, this could be a great chance to get out.Aviation DisasterUnless you've been hiding under a rock, it's been hard to ignore the recent red-hot rally we've seen in 'quantum computing' stocks over the last few months.Kicked off by a few blockbuster reports from computing giants International Business Machines (IBM) and Google (GOOG) that detailed potential advances in the industry, what followed can only be described as a mad dash by investors into any public companies that are even loosely associated with quantum computing.From mid-November through the end of the year, we saw blistering rallies from quantum-related stocks, including Quantum Computing Inc. (NASDAQ:QUBT), Rigetti Computing (RGTI), Arqit Quantum (ARQQ), D-Wave Quantum (QBTS), and IonQ (IONQ):QUBTIn our opinion, some of these rallies are probably 'justifiable', to some degree.For example, IonQ, a (now) $8 billion company, did nearly $40 million in the last twelve months in revenue, and spent nearly $130 million on R&D. The company is producing sales, and—while still loss making—in our mind, fits the profile of a 'challenger'.That is, it looks to be a company with a singular product vision, a strong management team, and a significant runway. Yes, IONQ appears expensive and risky, but when viewed from the top down, we see green shoots of momentum on the business front.When looking at Quantum Computing, we don't get the sense the company has a strong chance of producing solid investor returns going forward.With only 100k(!) in quarterly revenue, a $1.3 billion valuation, and less resources than competitors to attract talent and compete in this 'high-stakes' industry, we think most investors should pass on the stock for the time being, at least until management can show significant progress on productization and execution.Today, we'll dive into QUBT's business, explore the company's prospects, and explain why we think the company is a 'Strong Sell' for the time being.Sound good? Let's dive in.QUBT's FinancialsLet's begin with QUBT's financial results, which have been pretty dismal.In 2018, the company changed its name from 'Innovative Beverage Group Holdings, Inc.', to 'Quantum Computing Inc.', which is the name the company bears today. Certainly, this appears to be an interesting change in business priorities on the part of management.Since that reorganization, QUBT has begun work on its quantum computing business, which primarily focuses on 9 key products and services, including Dirac-3, the company's 'high-performance quantum machine':QUBTIn our view, this product lineup is a bit confusing, which reflects the seemingly 'scattershot' approach of management to find product-market fit.On the recent call, CEO William McGann mentioned that the company was pursuing a foundry approach for thin-film lithium niobate, building early revenues while simultaneously advancing its quantum computing platform:So in the near-term we're going to leverage the growing demand for TFLN devices in the market to drive early significant revenues for foundry services, while we will in parallel keep on developing along the same path of our own quantum computing machine platform.At the same time, on the same call, CFO Chris Boehmler mentioned that a material portion of the company's $101,000 in revenue came from a new Johns Hopkins LiDAR project:The increase in revenues was due to increased contractual sales, primarily from our contract with Johns Hopkins University to deliver an underwater quantum LiDAR prototype.While we appreciate that the company is attempting to get cash in the door, the apparent differences between the company's stated goals and actual revenue sources make the investing thesis difficult to grasp.On the cost front, in order to bring in that $101k in sales, the company spent roughly $5.5 million in operating expenses.Clearly, this is an enormously negative operating margin in percentage terms, but the key point here is that the company's core product lines and stated goals need significant sharpening in order to build an investment case.QUBT advertises that it's selling access to Dirac-3 via the cloud, but a quick scan of the financials shows that this business hasn't yet generated much in the way of revenue:QUBTSimilarly, we're waiting on a status update with the TFLN foundry in Arizona.Production, according to management, is supposed to begin in early 2025, but the facility isn't yet contributing to financials in a meaningful way.The only real good news for QUBT is that since November, management has successfully raised $190 million by taking advantage of the stock's inflated value on the public markets with equity offerings:This successful $100 million offering is priced at substantial premiums to our two recent offerings, bringing our total gross capital raised since November to $190 million\"This provides the company with substantial funds to work on building out its revenue sources, but it also increases the pressure. Before the rally, the company was a small outfit with under 50 employees and minimal revenue. Now, with $190 million of fresh investor capital, progress will need to be made, and fast, on the revenue front.Our main gripe with QUBT is that even with the new funds, the firm seems woefully under-equipped to compete with industry juggernauts like Microsoft (MSFT), Google, and IBM, who have all shown recent updates with their quantum businesses.Collectively, those three companies have spent more than $450 billion on R&D since QUBT changed its name and got into quantum computing. Obviously, only a portion of that has gone to quantum computing efforts, but it's still several orders of magnitude larger than what QUBT could hope to achieve.We just don't see how QUBT is going to be able to sustainably incentivize talented researchers to come work for the company, when other, more prestigious and well-funded firms exist.This dents the long-term value prop for the stock.The ValuationSo, we're not particularly positive about QUBT's financial situation, even with the fresh funding that staves off runway concerns.But what is the company worth?On paper, right now, QUBT is worth roughly $1.3 billion on the open market.Of the company's assets, which, at this point, probably total close to $266 million, $65 million or so appear to be intangible, which isn't worth anything to the company at this juncture.Thus, when you subtract out the net debt situation, QUBT's book value is probably worth roughly $185 million.This leaves 1.12 billion left in value that we can't explain, given the company's financials, which, at this point, are almost completely showing 'burn'.Being generous, and giving QUBT's 'core business' a $100 million valuation, you still end up with more than $1 billion in value that exists, currently, simply as speculative 'air' in the stock.We see considerable downside for investors from this point, simply on the back of multiple contractions that could come once the speculative frenzy dies down.Thus, our 'Strong Sell' rating.How We're WrongThere are some ways that we could be wrong about our 'Strong Sell' rating in QUBT.On the fundamental side, we don't see much in the way of evidence that the company's financials or valuation make a lot of sense. Even with the most incredibly generous valuations for QUBT's human capital and potential with the Dirac-3—call it... 500 million(?)—there would still be significant, significant downside to 'Fair Value' for investors. Plus, you keep all of the execution risk.We feel confident about our understanding of the fundamentals.However, there are risks here to our thesis on the 'sentiment' side.Sure, QUBT is wildly valued by most traditional metrics, but as we heard time and time again when we were on the trading desk in New York, 'dumb gets dumber'.This saying encapsulates the essence of market frenzy—you can't predict when it may end, and you definitely can't bet against it, for fear of losing your shirt.SummaryThus, we come to our conclusion.In sum, we think QUBT has -80% or more to 'Fair Value', which means that if you're holding on to some shares, if you plan on holding them for any period of time, you should strongly consider selling at this point.However, betting against a story stock, even at a price like this, is an incredibly risky proposition.Hence, we're avoiding calling this one a 'short' for the time being—just a 'Strong Sell'.Stay safe out there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384104141844896,"gmtCreate":1734751144495,"gmtModify":1734751148325,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Its all falling apart","listText":"Its all falling apart","text":"Its all falling apart","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384104141844896","repostId":"1145860546","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379760265351232,"gmtCreate":1733740379542,"gmtModify":1733740383304,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Am losing big time on RKLB","listText":"Am losing big time on RKLB","text":"Am losing big time on RKLB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379760265351232","repostId":"379651388543176","repostType":1,"repost":{"id":379651388543176,"gmtCreate":1733713930323,"gmtModify":1733714400190,"author":{"id":"10000000000010929","authorId":"10000000000010929","name":"ShayBoloor","avatar":"https://community-static.tradeup.com/news/827c3f97d3890eff0091b72bce53d46d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010929","authorIdStr":"10000000000010929"},"themes":[],"title":"Here are my Favorite Names in Each Secular Growth Theme","htmlText":"Here are my favorite names in each secular growth theme -- set to benefit from multiple tailwinds for the rest of this decade 👇🏼Cybersecurity | <a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> , <a href=\"https://ttm.financial/S/ZS\">$Zscaler Inc.(ZS)$</a> , <a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$</a> , <a href=\"https://ttm.financial/S/NET\">$Cloudflare, Inc.(NET)$</a> , <a href=\"https://ttm.financial/S/RBRK\">$Rubrik Inc.(RBRK)$</a> AI Infrastructure | <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> , <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> , <a href=\"https://ttm.financial/S/DOCN\">$DigitalOcean Holdings, Inc.(DOCN)$</a> Data |","listText":"Here are my favorite names in each secular growth theme -- set to benefit from multiple tailwinds for the rest of this decade 👇🏼Cybersecurity | <a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> , <a href=\"https://ttm.financial/S/ZS\">$Zscaler Inc.(ZS)$</a> , <a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$</a> , <a href=\"https://ttm.financial/S/NET\">$Cloudflare, Inc.(NET)$</a> , <a href=\"https://ttm.financial/S/RBRK\">$Rubrik Inc.(RBRK)$</a> AI Infrastructure | <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> , <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> , <a href=\"https://ttm.financial/S/DOCN\">$DigitalOcean Holdings, Inc.(DOCN)$</a> Data |","text":"Here are my favorite names in each secular growth theme -- set to benefit from multiple tailwinds for the rest of this decade 👇🏼Cybersecurity | $CrowdStrike Holdings, Inc.(CRWD)$ , $Zscaler Inc.(ZS)$ , $Palo Alto Networks(PANW)$ , $Cloudflare, Inc.(NET)$ , $Rubrik Inc.(RBRK)$ AI Infrastructure | $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Alphabet(GOOGL)$ , $DigitalOcean Holdings, Inc.(DOCN)$ Data |","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379651388543176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399145455423976,"gmtCreate":1738472832645,"gmtModify":1738472836275,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Crash is coming","listText":"Crash is coming","text":"Crash is coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399145455423976","repostId":"1125563113","repostType":2,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398178014032296,"gmtCreate":1738236808506,"gmtModify":1738236814833,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Nvidia going to tank. Short the stock","listText":"Nvidia going to tank. Short the stock","text":"Nvidia going to tank. Short the stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398178014032296","repostId":"1101465849","repostType":2,"repost":{"id":"1101465849","kind":"news","pubTimestamp":1738224612,"share":"https://ttm.financial/m/news/1101465849?lang=&edition=full_marsco","pubTime":"2025-01-30 16:10","market":"us","language":"en","title":"Nvidia Bearish Momentum Explained","url":"https://stock-news.laohu8.com/highlight/detail?id=1101465849","media":"Seeking Alpha","summary":"SummaryNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.15% of its Q3 2024 revenue came from China and Hong Kong. ","content":"<html><head></head><body><h2 id=\"id_2576559629\">Summary</h2><ul style=\"\"><li><p>NVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.</p></li><li><p>15% of its Q3 2024 revenue came from China and Hong Kong. Tightened U.S. export restrictions on advanced chips to China could shrink this critical market further. If restrictions extend to Blackwell chips, this could limit growth and lead to unsold inventory.</p></li><li><p>NVDA stock trades at a forward P/S ratio far above industry peers, priced as if AI adoption will grow exponentially for years. This valuation leaves little room for error.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8271f5218e30171f478337709702edd\" alt=\"JHVEPhoto\" title=\"JHVEPhoto\" tg-width=\"750\" tg-height=\"500\"/><span>JHVEPhoto</span></p><p>The market is testing a new narrative for NVIDIA. This will be a bull and bear ferocious fight, but the current bear thinking is the following:</p><h2 id=\"id_357161106\">1. Overcapacity Risk in Semiconductors: The AI Bubble Narrative</h2><p><strong>Key Issue: Overinvestment Based on Overhyped Demand</strong></p><p>NVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity (e.g., the dot-com bubble, cryptocurrency mining GPUs).</p><p>Revenue from Data Center GPUs accounted for 87% of total revenue in Q3 FY2024, making NVIDIA heavily reliant on AI demand continuing indefinitely.</p><p>A 10% slowdown in AI investments or hyperscaler spending (e.g., Microsoft (MSFT), Amazon (AMZN), Google (GOOG, GOOGL)) could drastically impact NVIDIA’s revenue.</p><p>Overcommitted to Supply: NVIDIA has locked in $28.9 billion in supply commitments, expecting ongoing high demand for its Hopper and Blackwell architectures.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8d33a2cf85359c91492e53b0a25cd64\" alt=\"Nvidia purchase obligations\" title=\"Nvidia purchase obligations\" tg-width=\"940\" tg-height=\"173\"/><span>Nvidia purchase obligations</span></p><p>If demand slows or product transitions are delayed, these commitments could lead to massive inventory write-downs, hurting margins.</p><p><strong>Why It Matters for a Short Thesis:</strong></p><p>The semiconductor market is notoriously cyclical. Any downturn in demand could expose NVIDIA to falling prices, unsold inventory, and margin compression. Overcapacity could turn into a pricing war with competitors like AMD and Intel (INTC), further eroding profitability.</p><h2 id=\"id_3346631318\">2. NVIDIA’s Dependence on Hyperscalers and China</h2><p><strong>Key Issue: Revenue Concentration in Fragile Markets</strong></p><p>NVIDIA’s largest customers, such as Amazon, Microsoft, and Google, account for a significant portion of its revenue. If even one reduces AI-related spending due to budget cuts or cost discipline, the effect on NVIDIA would be severe.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/76daa2c745b22e4f279e5535a5f895fa\" alt=\"Nvidia Q3 2024 revenue by customer\" title=\"Nvidia Q3 2024 revenue by customer\" tg-width=\"940\" tg-height=\"143\"/><span>Nvidia Q3 2024 revenue by customer</span></p><p>15% of NVIDIA’s Q3 2024 revenue came from China and Hong Kong. Tightened U.S. export restrictions on advanced chips to China could shrink this critical market further. If restrictions extend to Blackwell chips (NVIDIA’s next-gen architecture), this could limit growth and lead to unsold inventory.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c8582bf3c06050a3056b08a9aebbcd73\" alt=\"Nvidia Q3 2024 revenue by country\" title=\"Nvidia Q3 2024 revenue by country\" tg-width=\"940\" tg-height=\"190\"/><span>Nvidia Q3 2024 revenue by country</span></p><p><strong>Why It Matters for a Short Thesis:</strong></p><p>Geopolitical risk, combined with hyperscaler reliance, creates an unsustainable revenue model in a downturn. NVIDIA’s revenue base might not be diversified enough.</p><h2 id=\"id_1901870406\">3. Valuation Disconnect: Growth Premium Priced for Perfection</h2><p><strong>Key Issue: An Unsustainable Price-to-Sales (P/S) Ratio</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b251921db83bf15fef6652dad5b5b42\" alt=\"Nvidia revenue estimate, price-to-sales ratio\" title=\"Nvidia revenue estimate, price-to-sales ratio\" tg-width=\"940\" tg-height=\"84\"/><span>Nvidia revenue estimate, price-to-sales ratio</span></p><p>NVIDIA’s stock trades at a forward P/S ratio far above industry peers, priced as if AI adoption will grow exponentially for years. This valuation leaves little room for error.</p><p>Market expectations assume continued exponential growth in AI-related revenue. Any sign of slowing demand or margin compression could cause a violent repricing of the stock as investors adjust to more realistic growth assumptions. The market isn’t pricing in the risks of:</p><ul style=\"\"><li><p>AI demand plateauing</p></li><li><p>Cyclical overcapacity in GPUs</p></li><li><p>Geopolitical and competitive pressures</p></li></ul><p><strong>Why It Matters for a Short Thesis:</strong></p><p>NVIDIA’s valuation could collapse under its own weight if the AI hype cycle wanes or fails to deliver on promises.</p><h2 id=\"id_4015481009\">4. Structural Weaknesses in Business Model</h2><p><strong>Key Issue: Dependence on High Margins and R&amp;D Investments</strong></p><p>NVIDIA has exceptional gross margins (~74.5% in Q3 FY2024), but these margins are vulnerable to:</p><ul style=\"\"><li><p>Increased competition from AMD, Intel, and emerging players</p></li><li><p>Overcapacity, leading to price wars</p></li><li><p>Rising R&amp;D and supply costs to maintain its technological edge</p></li><li><p>R&amp;D bloat: R&amp;D spending has ballooned to $9.2 billion for FY2024 (up 48% YoY)</p></li></ul><p>If AI demand falters, these costs become unsustainable.</p><p>Product Transition Complexity: NVIDIA’s accelerated product cadence (e.g., Hopper, Blackwell) increases risks of inventory obsolescence, supply chain inefficiencies, and customer confusion.</p><p><strong>Why It Matters for a Short Thesis:</strong></p><p>Any disruption in high-margin segments or R&amp;D inefficiencies could create cascading financial problems for NVIDIA.</p><h2 id=\"id_3212871234\">Catalysts for the Short Thesis</h2><ul style=\"\"><li><p><strong>Demand Plateau:</strong> AI adoption slows as hyperscalers optimize costs and customers hesitate on ROI for generative AI investments.</p></li><li><p><strong>Geopolitical Restrictions:</strong> Escalating U.S.-China tensions lead to further export bans, limiting NVIDIA’s market.</p></li><li><p><strong>Earnings Miss:</strong> A single revenue or margin miss due to overcapacity or demand shortfall could trigger a rapid market repricing.</p></li><li><p><strong>Valuation Correction:</strong> Investors may rotate out of “story stocks” like NVIDIA during a broader market downturn.</p></li></ul><h2 id=\"id_2732796899\">Impact on thesis</h2><p>I am not really picking on this whole battle, I am only trying to collect my thoughts and understand what the emerging side (bears) is seeing. I think the previous paragraphs capture it well. Going forward, the DeepSeek developments will likely hang over NVIDIA. The cost efficiency argument on the surface means that AI models require fewer GPUs per training cycle, and given that Hyperscalers optimize for cost savings, we can see them reducing total spending on NVIDIA’s chips sometime in the near future. Even a small reduction vis-a-vis expectations can drive a brutal repricing of the company’s valuation.</p><p>Nevertheless, I think that the Jevons Paradox will prevail in the long term. As AI model training becomes cheaper, demand for NVIDIA GPUs will increase, not decrease. The expanded accessibility and new use cases will likely make it happen.</p><p>That said, it is important to understand that there is likely to be turbulence as market participants try to digest this important piece of news. There will likely be moments of violent re-pricings at some of the next few quarterly earnings calls if there is any hint of spending cuts by Hyperscallers. I recommend keeping an eye on hyperscalers&#39; CapEx; if they reduce total spending, NVIDIA might be hit. Also, keep an eye on abnormal price cuts in GPUs. Both can be a flag for margin compression. In my opinion, this can turn out to be a buying opportunity if the Jevons Paradox holds. At this moment, I think it will, but it will be critical to correctly frame the time horizon for these swings.</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 Bearish Momentum Explained</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 Bearish Momentum Explained\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4752904-nvidia-bearish-momentum-explained><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.15% of its Q3 2024 revenue came from China and Hong Kong. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4752904-nvidia-bearish-momentum-explained\">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/4752904-nvidia-bearish-momentum-explained","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101465849","content_text":"SummaryNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.15% of its Q3 2024 revenue came from China and Hong Kong. Tightened U.S. export restrictions on advanced chips to China could shrink this critical market further. If restrictions extend to Blackwell chips, this could limit growth and lead to unsold inventory.NVDA stock trades at a forward P/S ratio far above industry peers, priced as if AI adoption will grow exponentially for years. This valuation leaves little room for error.JHVEPhotoThe market is testing a new narrative for NVIDIA. This will be a bull and bear ferocious fight, but the current bear thinking is the following:1. Overcapacity Risk in Semiconductors: The AI Bubble NarrativeKey Issue: Overinvestment Based on Overhyped DemandNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity (e.g., the dot-com bubble, cryptocurrency mining GPUs).Revenue from Data Center GPUs accounted for 87% of total revenue in Q3 FY2024, making NVIDIA heavily reliant on AI demand continuing indefinitely.A 10% slowdown in AI investments or hyperscaler spending (e.g., Microsoft (MSFT), Amazon (AMZN), Google (GOOG, GOOGL)) could drastically impact NVIDIA’s revenue.Overcommitted to Supply: NVIDIA has locked in $28.9 billion in supply commitments, expecting ongoing high demand for its Hopper and Blackwell architectures.Nvidia purchase obligationsIf demand slows or product transitions are delayed, these commitments could lead to massive inventory write-downs, hurting margins.Why It Matters for a Short Thesis:The semiconductor market is notoriously cyclical. Any downturn in demand could expose NVIDIA to falling prices, unsold inventory, and margin compression. Overcapacity could turn into a pricing war with competitors like AMD and Intel (INTC), further eroding profitability.2. NVIDIA’s Dependence on Hyperscalers and ChinaKey Issue: Revenue Concentration in Fragile MarketsNVIDIA’s largest customers, such as Amazon, Microsoft, and Google, account for a significant portion of its revenue. If even one reduces AI-related spending due to budget cuts or cost discipline, the effect on NVIDIA would be severe.Nvidia Q3 2024 revenue by customer15% of NVIDIA’s Q3 2024 revenue came from China and Hong Kong. Tightened U.S. export restrictions on advanced chips to China could shrink this critical market further. If restrictions extend to Blackwell chips (NVIDIA’s next-gen architecture), this could limit growth and lead to unsold inventory.Nvidia Q3 2024 revenue by countryWhy It Matters for a Short Thesis:Geopolitical risk, combined with hyperscaler reliance, creates an unsustainable revenue model in a downturn. NVIDIA’s revenue base might not be diversified enough.3. Valuation Disconnect: Growth Premium Priced for PerfectionKey Issue: An Unsustainable Price-to-Sales (P/S) RatioNvidia revenue estimate, price-to-sales ratioNVIDIA’s stock trades at a forward P/S ratio far above industry peers, priced as if AI adoption will grow exponentially for years. This valuation leaves little room for error.Market expectations assume continued exponential growth in AI-related revenue. Any sign of slowing demand or margin compression could cause a violent repricing of the stock as investors adjust to more realistic growth assumptions. The market isn’t pricing in the risks of:AI demand plateauingCyclical overcapacity in GPUsGeopolitical and competitive pressuresWhy It Matters for a Short Thesis:NVIDIA’s valuation could collapse under its own weight if the AI hype cycle wanes or fails to deliver on promises.4. Structural Weaknesses in Business ModelKey Issue: Dependence on High Margins and R&D InvestmentsNVIDIA has exceptional gross margins (~74.5% in Q3 FY2024), but these margins are vulnerable to:Increased competition from AMD, Intel, and emerging playersOvercapacity, leading to price warsRising R&D and supply costs to maintain its technological edgeR&D bloat: R&D spending has ballooned to $9.2 billion for FY2024 (up 48% YoY)If AI demand falters, these costs become unsustainable.Product Transition Complexity: NVIDIA’s accelerated product cadence (e.g., Hopper, Blackwell) increases risks of inventory obsolescence, supply chain inefficiencies, and customer confusion.Why It Matters for a Short Thesis:Any disruption in high-margin segments or R&D inefficiencies could create cascading financial problems for NVIDIA.Catalysts for the Short ThesisDemand Plateau: AI adoption slows as hyperscalers optimize costs and customers hesitate on ROI for generative AI investments.Geopolitical Restrictions: Escalating U.S.-China tensions lead to further export bans, limiting NVIDIA’s market.Earnings Miss: A single revenue or margin miss due to overcapacity or demand shortfall could trigger a rapid market repricing.Valuation Correction: Investors may rotate out of “story stocks” like NVIDIA during a broader market downturn.Impact on thesisI am not really picking on this whole battle, I am only trying to collect my thoughts and understand what the emerging side (bears) is seeing. I think the previous paragraphs capture it well. Going forward, the DeepSeek developments will likely hang over NVIDIA. The cost efficiency argument on the surface means that AI models require fewer GPUs per training cycle, and given that Hyperscalers optimize for cost savings, we can see them reducing total spending on NVIDIA’s chips sometime in the near future. Even a small reduction vis-a-vis expectations can drive a brutal repricing of the company’s valuation.Nevertheless, I think that the Jevons Paradox will prevail in the long term. As AI model training becomes cheaper, demand for NVIDIA GPUs will increase, not decrease. The expanded accessibility and new use cases will likely make it happen.That said, it is important to understand that there is likely to be turbulence as market participants try to digest this important piece of news. There will likely be moments of violent re-pricings at some of the next few quarterly earnings calls if there is any hint of spending cuts by Hyperscallers. I recommend keeping an eye on hyperscalers' CapEx; if they reduce total spending, NVIDIA might be hit. Also, keep an eye on abnormal price cuts in GPUs. Both can be a flag for margin compression. In my opinion, this can turn out to be a buying opportunity if the Jevons Paradox holds. At this moment, I think it will, but it will be critical to correctly frame the time horizon for these swings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383957504889104,"gmtCreate":1734769674041,"gmtModify":1734769678551,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Who wrote this article&nbsp;","listText":"Who wrote this article&nbsp;","text":"Who wrote this article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383957504889104","repostId":"2493280341","repostType":2,"repost":{"id":"2493280341","kind":"highlight","pubTimestamp":1734766763,"share":"https://ttm.financial/m/news/2493280341?lang=&edition=full_marsco","pubTime":"2024-12-21 15:39","market":"us","language":"en","title":"Bitcoin Drops, But Forecasts Predict $118,000 Before 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2493280341","media":"CoinMarketCap","summary":"The world of cryptocurrencies is in turmoil as mentions of “Buy the Dip” on social media reach their highest level in eight months. According to recent data, this trend was observed after the price of BTC fell below the psychological threshold of $100,000 on December 19, 2024. However, is a new ATH at $118,000 before 2025 feasible?Why the surge of “Buy the Dip” on social media as bitcoin falls?Bitcoin, which recently reached the historic mark of $107,600, eventually dropped to $95,500, sparking a wave of discussions about the opportunity to buy at this price level. Mentions of “Buy the Dip” then reached a social dominance score of 0.061, the highest since April 2024, when BTC had fallen below $70,000. Additionally, global searches for “buy the dip” even reached a score of 38, the highest level since August 2024.","content":"<html><body><p>The world of cryptocurrencies is in turmoil as mentions of “Buy the Dip” on social media reach their highest level in eight months. According to recent data, this trend was observed after the price of BTC fell below the psychological threshold of $100,000 on December 19, 2024. However, is a new ATH at $118,000 before 2025 feasible?</p>\n<h2>Why the surge of “Buy the Dip” on social media as bitcoin falls?</h2>\n<p>Bitcoin, which recently reached the historic mark of $107,600, eventually dropped to $95,500, sparking a wave of discussions about the opportunity to buy at this price level. Mentions of “Buy the Dip” then reached a social dominance score of 0.061, the highest since April 2024, when BTC had fallen below $70,000. Additionally, global searches for “buy the dip” even reached a score of 38, the highest level since August 2024.</p>\n<div>\n<div>\n</div>\n</div>\n<p>This increase in mentions of “Buy the Dip” reflects an optimistic attitude among investors and traders, who see this drop in bitcoin as a buying opportunity. However, this trend could also signal increased short-term volatility. Charles Edwards, founder of Capriole Fund, pointed out that the market could become extremely bearish before potentially rebounding, triggering a “short squeeze.”</p>\n<div>€20 bonus for registering on Bitvavo This link uses an affiliate program.\n</div>\n<h2>BTC at $118,000 before the new year?</h2>\n<p>Current forecasts indicate that bitcoin could well rebound before New Year, with price projections reaching up to $118,149 by December 31, 2024. However, market volatility remains high during this end-of-year period, and investors must remain cautious in the face of potential fluctuations.</p>\n<p>The recent drop in bitcoin below $100,000 has reignited investor interest in buying the dip, as evidenced by mentions on social media. While this trend reflects persistent optimism, it could also indicate a period of increased volatility for the BTC. Therefore, investors should closely monitor market movements.</p></body></html>","source":"coinmarketcap_highlight","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>Bitcoin Drops, But Forecasts Predict $118,000 Before 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\">\nBitcoin Drops, But Forecasts Predict $118,000 Before 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-21 15:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://coinmarketcap.com/community/articles/676670ad32f7d9177a69f77a/><strong>CoinMarketCap</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world of cryptocurrencies is in turmoil as mentions of “Buy the Dip” on social media reach their highest level in eight months. According to recent data, this trend was observed after the price of...</p>\n\n<a href=\"https://coinmarketcap.com/community/articles/676670ad32f7d9177a69f77a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://academy-public.coinmarketcap.com/srd-optimized-uploads/052ff4b8935542619d889825ef3cd975.jpeg","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4601":"加密货币现货ETF","BK4594":"比特币ETF概念"},"source_url":"https://coinmarketcap.com/community/articles/676670ad32f7d9177a69f77a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2493280341","content_text":"The world of cryptocurrencies is in turmoil as mentions of “Buy the Dip” on social media reach their highest level in eight months. According to recent data, this trend was observed after the price of BTC fell below the psychological threshold of $100,000 on December 19, 2024. However, is a new ATH at $118,000 before 2025 feasible?\nWhy the surge of “Buy the Dip” on social media as bitcoin falls?\nBitcoin, which recently reached the historic mark of $107,600, eventually dropped to $95,500, sparking a wave of discussions about the opportunity to buy at this price level. Mentions of “Buy the Dip” then reached a social dominance score of 0.061, the highest since April 2024, when BTC had fallen below $70,000. Additionally, global searches for “buy the dip” even reached a score of 38, the highest level since August 2024.\n\n\n\n\nThis increase in mentions of “Buy the Dip” reflects an optimistic attitude among investors and traders, who see this drop in bitcoin as a buying opportunity. However, this trend could also signal increased short-term volatility. Charles Edwards, founder of Capriole Fund, pointed out that the market could become extremely bearish before potentially rebounding, triggering a “short squeeze.”\n€20 bonus for registering on Bitvavo This link uses an affiliate program.\n\nBTC at $118,000 before the new year?\nCurrent forecasts indicate that bitcoin could well rebound before New Year, with price projections reaching up to $118,149 by December 31, 2024. However, market volatility remains high during this end-of-year period, and investors must remain cautious in the face of potential fluctuations.\nThe recent drop in bitcoin below $100,000 has reignited investor interest in buying the dip, as evidenced by mentions on social media. While this trend reflects persistent optimism, it could also indicate a period of increased volatility for the BTC. Therefore, investors should closely monitor market movements.","news_type":1},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382226974896184,"gmtCreate":1734348547321,"gmtModify":1734348551121,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"When will it recover","listText":"When will it recover","text":"When will it recover","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382226974896184","repostId":"1162750401","repostType":4,"repost":{"id":"1162750401","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":1734336142,"share":"https://ttm.financial/m/news/1162750401?lang=&edition=full_marsco","pubTime":"2024-12-16 16:02","market":"hk","language":"en","title":"Stock Track | SUPER MICRO COMPUTER Plunges 14.21% as It Gets Dropped from Nasdaq 100","url":"https://stock-news.laohu8.com/highlight/detail?id=1162750401","media":"Stock Track","summary":"SUPER MICRO COMPUTER INC  stock plunged 14.21% intraday on Monday, significantly underperforming the broader market. This sharp drop can be attributed to the company's removal from the Nasdaq 100 index as part of the annual reconstitution.SMCI was among the companies with the lowest market values in the Nasdaq 100, leading to its replacement by higher-valued firms like Palantir Technologies, MicroStrategy, and Axon Enterprise. Being dropped from a major index like the Nasdaq 100 often leads to s","content":"<p>SUPER MICRO COMPUTER INC (SMCI) stock plunged 14.21% intraday on Monday, significantly underperforming the broader market. This sharp drop can be attributed to the company's removal from the Nasdaq 100 index as part of the annual reconstitution.</p>\n\n<p>SMCI was among the companies with the lowest market values in the Nasdaq 100, leading to its replacement by higher-valued firms like Palantir Technologies, MicroStrategy, and Axon Enterprise. Being dropped from a major index like the Nasdaq 100 often leads to selling pressure as funds tracking the index are forced to offload their holdings in the removed stock.</p>\n\n<p>While SMCI's exclusion from the Nasdaq 100 appears to be the primary driver behind the stock's plunge on Monday, there were no other major news events or company-specific developments that could explain such a significant decline. The drop seems to be largely a result of technical selling pressure due to the indexing changes.</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 | SUPER MICRO COMPUTER Plunges 14.21% as It Gets Dropped from Nasdaq 100</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 | SUPER MICRO COMPUTER Plunges 14.21% as It Gets Dropped from Nasdaq 100\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\">2024-12-16 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SUPER MICRO COMPUTER INC (SMCI) stock plunged 14.21% intraday on Monday, significantly underperforming the broader market. This sharp drop can be attributed to the company's removal from the Nasdaq 100 index as part of the annual reconstitution.</p>\n\n<p>SMCI was among the companies with the lowest market values in the Nasdaq 100, leading to its replacement by higher-valued firms like Palantir Technologies, MicroStrategy, and Axon Enterprise. Being dropped from a major index like the Nasdaq 100 often leads to selling pressure as funds tracking the index are forced to offload their holdings in the removed stock.</p>\n\n<p>While SMCI's exclusion from the Nasdaq 100 appears to be the primary driver behind the stock's plunge on Monday, there were no other major news events or company-specific developments that could explain such a significant decline. The drop seems to be largely a result of technical selling pressure due to the indexing changes.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162750401","content_text":"SUPER MICRO COMPUTER INC (SMCI) stock plunged 14.21% intraday on Monday, significantly underperforming the broader market. This sharp drop can be attributed to the company's removal from the Nasdaq 100 index as part of the annual reconstitution.\nSMCI was among the companies with the lowest market values in the Nasdaq 100, leading to its replacement by higher-valued firms like Palantir Technologies, MicroStrategy, and Axon Enterprise. Being dropped from a major index like the Nasdaq 100 often leads to selling pressure as funds tracking the index are forced to offload their holdings in the removed stock.\nWhile SMCI's exclusion from the Nasdaq 100 appears to be the primary driver behind the stock's plunge on Monday, there were no other major news events or company-specific developments that could explain such a significant decline. The drop seems to be largely a result of technical selling pressure due to the indexing changes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381560374342040,"gmtCreate":1734136667485,"gmtModify":1734136671536,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Do not buy","listText":"Do not buy","text":"Do not buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381560374342040","repostId":"1196423851","repostType":2,"repost":{"id":"1196423851","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1734104751,"share":"https://ttm.financial/m/news/1196423851?lang=&edition=full_marsco","pubTime":"2024-12-13 23:45","market":"hk","language":"en","title":"Super Micro Stock Slips. Why SMCI Had Such a Tough Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1196423851","media":"Dow Jones","summary":"Super Micro Computer Inc.  saw its stock plummet 5.12% in Friday's pre-market trading session, as the company grappled with ongoing accounting issues and the potential removal from the prestigious Nasdaq 100 index.The California-based server and computer solutions provider recently secured an extension from the Nasdaq to file its annual and quarterly reports by February 25th, temporarily avoiding the threat of delisting. However, concerns linger after its former auditor, Ernst & Young, resigned ","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a>  stock has had a rough week, with shares down double digits over four straight days. The artificial intelligence server maker looks to be breaking its previous yo-yo pattern where the stock has fallen, just to rise again the next day. </p><p style=\"text-align: start;\">Shares, trading under the ticker SMCI , were down 5% in early trading Friday. It’s on course to end the week down 17%. </p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a8e9be6e5ed5da6c3c3ff5eca0eeea49\" tg-width=\"421\" tg-height=\"407\"/></p><p>The stock has been on a wild ride this year. It hit an all-time closing high of $119 in mid-March to slump to $18 just eight months later. The latest drop came after its now previous auditor, Ernst &amp; Young, resigned, saying it didn’t want to be associated with Super Micro’s financial statement, a decision Super Micro said it disagreed with. </p><p>The company has since appointed BDO its new auditor and said a board-appointed independent committee found no evidence of misconduct or fraud. Investors are still awaiting its delayed annual and quarterly reports, for which it last week secured an extension with Nasdaq to file by Feb. 25, thereby avoiding the immediate threat of delisting—another worry for investors.</p><p>At just under $37 a share, its stock price looks cheap compared with peers, currently fetching 12 times forward earnings, but this week’s stock price move indicates that isn’t enough for investors right now. </p><p>The likelihood that the company will be knocked out of the Nasdaq 100 —Nasdaq’s biggest nonfinancial companies—after markets close Friday has also weighed on shares.</p><p>Coming into Friday trading, the stock has still slightly outperformed the Nasdaq Composite index this year, with shares up 33.4% compared with the index, which is up 32.6%.</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>Super Micro Stock Slips. Why SMCI Had Such a Tough Week</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\">\nSuper Micro Stock Slips. Why SMCI Had Such a Tough Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-13 23:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a>  stock has had a rough week, with shares down double digits over four straight days. The artificial intelligence server maker looks to be breaking its previous yo-yo pattern where the stock has fallen, just to rise again the next day. </p><p style=\"text-align: start;\">Shares, trading under the ticker SMCI , were down 5% in early trading Friday. It’s on course to end the week down 17%. </p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a8e9be6e5ed5da6c3c3ff5eca0eeea49\" tg-width=\"421\" tg-height=\"407\"/></p><p>The stock has been on a wild ride this year. It hit an all-time closing high of $119 in mid-March to slump to $18 just eight months later. The latest drop came after its now previous auditor, Ernst &amp; Young, resigned, saying it didn’t want to be associated with Super Micro’s financial statement, a decision Super Micro said it disagreed with. </p><p>The company has since appointed BDO its new auditor and said a board-appointed independent committee found no evidence of misconduct or fraud. Investors are still awaiting its delayed annual and quarterly reports, for which it last week secured an extension with Nasdaq to file by Feb. 25, thereby avoiding the immediate threat of delisting—another worry for investors.</p><p>At just under $37 a share, its stock price looks cheap compared with peers, currently fetching 12 times forward earnings, but this week’s stock price move indicates that isn’t enough for investors right now. </p><p>The likelihood that the company will be knocked out of the Nasdaq 100 —Nasdaq’s biggest nonfinancial companies—after markets close Friday has also weighed on shares.</p><p>Coming into Friday trading, the stock has still slightly outperformed the Nasdaq Composite index this year, with shares up 33.4% compared with the index, which is up 32.6%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196423851","content_text":"SUPER MICRO COMPUTER INC  stock has had a rough week, with shares down double digits over four straight days. The artificial intelligence server maker looks to be breaking its previous yo-yo pattern where the stock has fallen, just to rise again the next day. Shares, trading under the ticker SMCI , were down 5% in early trading Friday. It’s on course to end the week down 17%. The stock has been on a wild ride this year. It hit an all-time closing high of $119 in mid-March to slump to $18 just eight months later. The latest drop came after its now previous auditor, Ernst & Young, resigned, saying it didn’t want to be associated with Super Micro’s financial statement, a decision Super Micro said it disagreed with. The company has since appointed BDO its new auditor and said a board-appointed independent committee found no evidence of misconduct or fraud. Investors are still awaiting its delayed annual and quarterly reports, for which it last week secured an extension with Nasdaq to file by Feb. 25, thereby avoiding the immediate threat of delisting—another worry for investors.At just under $37 a share, its stock price looks cheap compared with peers, currently fetching 12 times forward earnings, but this week’s stock price move indicates that isn’t enough for investors right now. The likelihood that the company will be knocked out of the Nasdaq 100 —Nasdaq’s biggest nonfinancial companies—after markets close Friday has also weighed on shares.Coming into Friday trading, the stock has still slightly outperformed the Nasdaq Composite index this year, with shares up 33.4% compared with the index, which is up 32.6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376721254904192,"gmtCreate":1733015720440,"gmtModify":1733015724270,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Tell us which one would be best","listText":"Tell us which one would be best","text":"Tell us which one would be best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376721254904192","repostId":"1118554588","repostType":2,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397076643848840,"gmtCreate":1737967475681,"gmtModify":1737967479363,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Who is this investor u r referring to?","listText":"Who is this investor u r referring to?","text":"Who is this investor u r referring to?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397076643848840","repostId":"1198101483","repostType":2,"repost":{"id":"1198101483","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":1737942405,"share":"https://ttm.financial/m/news/1198101483?lang=&edition=full_marsco","pubTime":"2025-01-27 09:46","market":"hk","language":"en","title":"Stock Track | Quantum Computing Inc. Plunges Over 5% as Top Investor Warns Against the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1198101483","media":"Stock Track","summary":"Quantum Computing Inc.  experienced a 5.03% plunge in its stock price during the Sunday night trading session, underperforming the broader market.The sell-off appears to be driven by a warning from a prominent investor about the potential risks associated with the company's stock. According to a news article, a top investor cautioned against investing in Quantum Computing, advising others to steer clear and \"don't come within 500 feet\" of the stock.While the company has been at the forefront of ","content":"<p>Quantum Computing Inc. (QUBT) experienced a 5.03% plunge in its stock price during the Sunday night trading session, underperforming the broader market.</p>\n\n<p>The sell-off appears to be driven by a warning from a prominent investor about the potential risks associated with the company's stock. According to a news article, a top investor cautioned against investing in Quantum Computing, advising others to steer clear and \"don't come within 500 feet\" of the stock.</p>\n\n<p>While the company has been at the forefront of the recent surge in quantum computing stocks, fueled by the technology's immense potential, concerns about the stock's valuation and sustainability of the rally may be weighing on investor sentiment.</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 | Quantum Computing Inc. Plunges Over 5% as Top Investor Warns Against the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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 | Quantum Computing Inc. Plunges Over 5% as Top Investor Warns Against the Stock\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\">2025-01-27 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Quantum Computing Inc. (QUBT) experienced a 5.03% plunge in its stock price during the Sunday night trading session, underperforming the broader market.</p>\n\n<p>The sell-off appears to be driven by a warning from a prominent investor about the potential risks associated with the company's stock. According to a news article, a top investor cautioned against investing in Quantum Computing, advising others to steer clear and \"don't come within 500 feet\" of the stock.</p>\n\n<p>While the company has been at the forefront of the recent surge in quantum computing stocks, fueled by the technology's immense potential, concerns about the stock's valuation and sustainability of the rally may be weighing on investor sentiment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198101483","content_text":"Quantum Computing Inc. (QUBT) experienced a 5.03% plunge in its stock price during the Sunday night trading session, underperforming the broader market.\nThe sell-off appears to be driven by a warning from a prominent investor about the potential risks associated with the company's stock. According to a news article, a top investor cautioned against investing in Quantum Computing, advising others to steer clear and \"don't come within 500 feet\" of the stock.\nWhile the company has been at the forefront of the recent surge in quantum computing stocks, fueled by the technology's immense potential, concerns about the stock's valuation and sustainability of the rally may be weighing on investor sentiment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390122680840536,"gmtCreate":1736290543173,"gmtModify":1736290547192,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Sell Nvidia now to save ur loses","listText":"Sell Nvidia now to save ur loses","text":"Sell Nvidia now to save ur loses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390122680840536","repostId":"1130441645","repostType":2,"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382161938764088,"gmtCreate":1734332665840,"gmtModify":1734332669360,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"will it ever recovery to 45?","listText":"will it ever recovery to 45?","text":"will it ever recovery to 45?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382161938764088","repostId":"381810327425160","repostType":1,"repost":{"id":381810327425160,"gmtCreate":1734246823166,"gmtModify":1735887216731,"author":{"id":"3581560330669557","authorId":"3581560330669557","name":"Terra Incognita","avatar":"https://community-static.tradeup.com/news/b5e59779a1eaa1b3dc28886ab0efa184","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581560330669557","authorIdStr":"3581560330669557"},"themes":[],"htmlText":"I closed <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> ,SMCI: sold these batch of SMCI at $33 as part of covered calls went into money on Fri 13th Dec.&nbsp; SMCI went as high as $48 on 9th Dec before closing at $36.45 now.&nbsp; These were sold at a loss since my holding average were at $60+.&nbsp; Will selective reduce my positions at intervals as long as long as it's the right trading action to do so.&nbsp; Still hold significant positions on the remaining covered calls on weekly basis.&nbsp;","listText":"I closed <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> ,SMCI: sold these batch of SMCI at $33 as part of covered calls went into money on Fri 13th Dec.&nbsp; SMCI went as high as $48 on 9th Dec before closing at $36.45 now.&nbsp; These were sold at a loss since my holding average were at $60+.&nbsp; Will selective reduce my positions at intervals as long as long as it's the right trading action to do so.&nbsp; Still hold significant positions on the remaining covered calls on weekly basis.&nbsp;","text":"I closed $SUPER MICRO COMPUTER INC(SMCI)$ ,SMCI: sold these batch of SMCI at $33 as part of covered calls went into money on Fri 13th Dec. SMCI went as high as $48 on 9th Dec before closing at $36.45 now. These were sold at a loss since my holding average were at $60+. Will selective reduce my positions at intervals as long as long as it's the right trading action to do so. Still hold significant positions on the remaining covered calls on weekly basis.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381810327425160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379486866608384,"gmtCreate":1733684718776,"gmtModify":1733684723076,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"&nbsp;Am losing my money on it. Ppl invest plz","listText":"&nbsp;Am losing my money on it. Ppl invest plz","text":"Am losing my money on it. Ppl invest plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379486866608384","repostId":"2489250341","repostType":2,"repost":{"id":"2489250341","kind":"highlight","pubTimestamp":1733511234,"share":"https://ttm.financial/m/news/2489250341?lang=&edition=full_marsco","pubTime":"2024-12-07 02:53","market":"us","language":"en","title":"Why Rocket Lab (RKLB) is Among the Best AI Stocks to Buy According to Reddit?","url":"https://stock-news.laohu8.com/highlight/detail?id=2489250341","media":"Insider Monkey","summary":"We recently published a list of 10 Best AI Stocks to Buy According to Reddit. In this article, we are going to take a look at where Rocket Lab USA Inc.  stands against other best AI stocks to buy according to Reddit.On December 4, Jay Jacobs, US Head of Thematics and Active Equity ETFs at BlackRock appeared on CNBC and discussed the significant growth potential for ETFs as we approach 2025, particularly in the context of the accelerating AI infrastructure phase. He noted that while AI adoption is still in its early stages, substantial investments, amounting to around $250 billion annually from major tech companies, are being made to enhance data centers and develop advanced chips. This investment is crucial for making AI more integrated into everyday life and business applications.Ives also addressed the impact of bond yields and currency strength on the tech trade, noting that while these factors could present headwinds, they are already factored into market guidance. He expressed con","content":"<html><body><p>We recently published a list of <strong>10 Best AI Stocks to Buy According to <a href=\"https://laohu8.com/S/RDDT\">Reddit</a></strong>. In this article, we are going to take a look at where Rocket Lab USA Inc. (NASDAQ:RKLB) stands against other best AI stocks to buy according to Reddit.</p>\n<p>On December 4, Jay Jacobs, US Head of Thematics and Active Equity ETFs at BlackRock appeared on CNBC and discussed the significant growth potential for ETFs as we approach 2025, particularly in the context of the accelerating AI infrastructure phase. He noted that while AI adoption is still in its early stages, substantial investments, amounting to around $250 billion annually from major tech companies, are being made to enhance data centers and develop advanced chips. This investment is crucial for making AI more integrated into everyday life and business applications.</p>\n<p>Jacobs emphasized that the opportunity in AI extends beyond just mega-cap tech stocks; it encompasses a broader value chain that includes semiconductor and software companies. He mentioned specific ETFs like ARTY (an index-based artificial intelligence fund) and BAI (an actively managed fund) that aim to capture this growth. Additionally, he highlighted the increasing importance of cybersecurity as data becomes more valuable, suggesting that companies will invest more in protecting their data assets. This trend is reflected in ETFs such as IHAK, which focuses on cybersecurity firms benefiting from this heightened demand.</p>\n<p>Dave Nadig, an ETF expert and Financial Futurist, added insights on how AI will shape ETF investing by pointing to the infrastructure needs that arise from increased energy consumption driven by AI technologies and electric vehicles. He noted that companies involved in power generation and utilities are becoming increasingly relevant as they adapt to rising electricity demands. Both experts agreed on the critical role of physical infrastructure in supporting technological advancements, emphasizing that real-world resources like energy and materials are essential for the ongoing development of AI technologies.</p>\n<p>Dan Ives, Global Head of Technology Research at Wedbush Securities, also believes the tech market is set for significant growth driven by advancements in AI. He expects AI software companies to play a key role in this expansion, as he mentioned in a CNBC interview on November 25. We discussed this in our article about the <strong>12 Best Artificial Intelligence Stocks To Invest In Under $10</strong>, here’s an excerpt from it:</p>\n<blockquote>\n<p>“…Ives believes that the consumption model in enterprise AI, driven by advancements from major chipmakers, will lead to underestimated growth rates of 15% to 20% for these software companies.</p>\n<p>Ives also addressed the impact of bond yields and currency strength on the tech trade, noting that while these factors could present headwinds, they are already factored into market guidance. He expressed confidence in a strong demand perspective that could propel the NASDAQ to 20,000 in the next two years, with aspirations for it to reach 25,000 thereafter…”</p>\n</blockquote>\n<h3><strong>Our Methodology</strong></h3>\n<p>We first sifted through Reddit threads to compile a list of the top AI stocks. We then selected the 10 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q3 2024. The hedge fund data was sourced from Insider Monkey’s database which tracks the moves of over 900 elite money managers.</p>\n<p>Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (<strong>s</strong><strong>ee more details here</strong>).</p>\n<img height=\"816\" src=\"https://s1.yimg.com/uu/api/res/1.2/PCzGFOFyQ1VSkOJoxwQiUg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/419b4545bbf583b1916a4b0eec76014e\" width=\"1456\"/> A launch pad atop a grassy hill, smoke filled sky from a successful voyage to space. \n<h3>Rocket Lab USA Inc. (NASDAQ:<strong>RKLB</strong>)</h3>\n<p><b><i>Number of Hedge Fund Holders: 16</i></b></p>\n<p>Rocket Lab USA Inc. (NASDAQ:RKLB) is a space technology company that uses AI to optimize its end-to-end space solutions. It also has a semiconductor division that is focused on compound semiconductors, poised to accelerate AI advancements. The company has received a boost from the US government with a $23.9 million grant. This funding will be utilized to enhance its compound semiconductor manufacturing capabilities at its Albuquerque, New Mexico facility. These semiconductors are crucial for developing advanced space-grade solar cells that power satellites.</p>\n<p>The solar cells produced by the company leverage optoelectronic technology, enabling them to perform computations using light instead of electricity. This makes them highly efficient for powering AI-intensive applications in space. This technological advancement aligns perfectly with the growing demand for AI-powered solutions in various sectors, including space exploration.</p>\n<p>This investment will also create 100+ new manufacturing jobs in New Mexico, contributing to local economic growth and workforce development. With the increasing demand for satellite applications across various sectors, including military, surveillance, scientific research, and commercial endeavors, Rocket Lab USA Inc. (NASDAQ:RKLB) is well-positioned to grow.</p>\n<p>Overall, RKLB <strong><b>ranks 6th</b></strong> on our list of best AI stocks to buy according to Reddit. As we acknowledge the growth potential of RKLB, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than RKLB but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>\n<p><strong><b>READ NEXT:</b></strong> <strong><b>8 Best Wide Moat Stocks to Buy Now</b></strong><strong><b> and</b></strong><strong><b> 30 Most Important AI Stocks According to BlackRock</b></strong></p>\n<p>Disclosure: None. This article is originally published at <strong><b>Insider Monkey</b></strong><strong><b>.</b></strong></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>Why Rocket Lab (RKLB) is Among the Best AI Stocks to Buy According to Reddit?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Rocket Lab (RKLB) is Among the Best AI Stocks to Buy According to Reddit?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-07 02:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-rocket-lab-rklb-among-185354493.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of 10 Best AI Stocks to Buy According to Reddit. In this article, we are going to take a look at where Rocket Lab USA Inc. (NASDAQ:RKLB) stands against other best AI ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-rocket-lab-rklb-among-185354493.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/E4ioq5hiiC3SPMgSQoAKpw--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/419b4545bbf583b1916a4b0eec76014e","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/why-rocket-lab-rklb-among-185354493.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2489250341","content_text":"We recently published a list of 10 Best AI Stocks to Buy According to Reddit. In this article, we are going to take a look at where Rocket Lab USA Inc. (NASDAQ:RKLB) stands against other best AI stocks to buy according to Reddit.\nOn December 4, Jay Jacobs, US Head of Thematics and Active Equity ETFs at BlackRock appeared on CNBC and discussed the significant growth potential for ETFs as we approach 2025, particularly in the context of the accelerating AI infrastructure phase. He noted that while AI adoption is still in its early stages, substantial investments, amounting to around $250 billion annually from major tech companies, are being made to enhance data centers and develop advanced chips. This investment is crucial for making AI more integrated into everyday life and business applications.\nJacobs emphasized that the opportunity in AI extends beyond just mega-cap tech stocks; it encompasses a broader value chain that includes semiconductor and software companies. He mentioned specific ETFs like ARTY (an index-based artificial intelligence fund) and BAI (an actively managed fund) that aim to capture this growth. Additionally, he highlighted the increasing importance of cybersecurity as data becomes more valuable, suggesting that companies will invest more in protecting their data assets. This trend is reflected in ETFs such as IHAK, which focuses on cybersecurity firms benefiting from this heightened demand.\nDave Nadig, an ETF expert and Financial Futurist, added insights on how AI will shape ETF investing by pointing to the infrastructure needs that arise from increased energy consumption driven by AI technologies and electric vehicles. He noted that companies involved in power generation and utilities are becoming increasingly relevant as they adapt to rising electricity demands. Both experts agreed on the critical role of physical infrastructure in supporting technological advancements, emphasizing that real-world resources like energy and materials are essential for the ongoing development of AI technologies.\nDan Ives, Global Head of Technology Research at Wedbush Securities, also believes the tech market is set for significant growth driven by advancements in AI. He expects AI software companies to play a key role in this expansion, as he mentioned in a CNBC interview on November 25. We discussed this in our article about the 12 Best Artificial Intelligence Stocks To Invest In Under $10, here’s an excerpt from it:\n\n“…Ives believes that the consumption model in enterprise AI, driven by advancements from major chipmakers, will lead to underestimated growth rates of 15% to 20% for these software companies.\nIves also addressed the impact of bond yields and currency strength on the tech trade, noting that while these factors could present headwinds, they are already factored into market guidance. He expressed confidence in a strong demand perspective that could propel the NASDAQ to 20,000 in the next two years, with aspirations for it to reach 25,000 thereafter…”\n\nOur Methodology\nWe first sifted through Reddit threads to compile a list of the top AI stocks. We then selected the 10 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q3 2024. The hedge fund data was sourced from Insider Monkey’s database which tracks the moves of over 900 elite money managers.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n A launch pad atop a grassy hill, smoke filled sky from a successful voyage to space. \nRocket Lab USA Inc. (NASDAQ:RKLB)\nNumber of Hedge Fund Holders: 16\nRocket Lab USA Inc. (NASDAQ:RKLB) is a space technology company that uses AI to optimize its end-to-end space solutions. It also has a semiconductor division that is focused on compound semiconductors, poised to accelerate AI advancements. The company has received a boost from the US government with a $23.9 million grant. This funding will be utilized to enhance its compound semiconductor manufacturing capabilities at its Albuquerque, New Mexico facility. These semiconductors are crucial for developing advanced space-grade solar cells that power satellites.\nThe solar cells produced by the company leverage optoelectronic technology, enabling them to perform computations using light instead of electricity. This makes them highly efficient for powering AI-intensive applications in space. This technological advancement aligns perfectly with the growing demand for AI-powered solutions in various sectors, including space exploration.\nThis investment will also create 100+ new manufacturing jobs in New Mexico, contributing to local economic growth and workforce development. With the increasing demand for satellite applications across various sectors, including military, surveillance, scientific research, and commercial endeavors, Rocket Lab USA Inc. (NASDAQ:RKLB) is well-positioned to grow.\nOverall, RKLB ranks 6th on our list of best AI stocks to buy according to Reddit. As we acknowledge the growth potential of RKLB, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than RKLB but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373386472353800,"gmtCreate":1732194799024,"gmtModify":1732196069991,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"what u reckon the price of NV shares will balance","listText":"what u reckon the price of NV shares will balance","text":"what u reckon the price of NV shares will balance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373386472353800","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}