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Xiong_X

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- Xiong_XXiong_X
  ·2022-07-20
  Nice
  Sorry, this post has been deleted
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- Xiong_XXiong_X
  ·2022-05-05
  Good!
  Nvidia Stock: Headwinds Priced In - Buy On Weakness
  SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked ov
  Nvidia Stock: Headwinds Priced In - Buy On Weakness
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- Xiong_XXiong_X
  ·2022-05-05
  Nice!
  Nvidia Stock: Headwinds Priced In - Buy On Weakness
  SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked ov
  Nvidia Stock: Headwinds Priced In - Buy On Weakness
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- Xiong_XXiong_X
  ·2022-05-05
  Nice!
  Nvidia Stock: Headwinds Priced In - Buy On Weakness
  SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked ov
  Nvidia Stock: Headwinds Priced In - Buy On Weakness
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- Xiong_XXiong_X
  ·2022-05-05
  Good!
  AMD Crushes Estimates; Time to Get In?
  The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’
  AMD Crushes Estimates; Time to Get In?
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- Xiong_XXiong_X
  ·2022-05-04
  Great!!!!!
  AMD Jumps 6% on Beat-and-Raise Earnings as Revenues Rise 71% Amid Xilinx Deal
  AMD shares jumped over 6% in premarket trading following a strong beat-and-raise first quarter.Non-G
  AMD Jumps 6% on Beat-and-Raise Earnings as Revenues Rise 71% Amid Xilinx Deal
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- Xiong_XXiong_X
  ·2022-04-29
  Nice!
  Down 75%, Here's Why Netflix Could Become an Unstoppable Dividend Stock
  Netflix could potentially better serve investors as a dividend stock with a moderate growth rate.
  Down 75%, Here's Why Netflix Could Become an Unstoppable Dividend Stock
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- Xiong_XXiong_X
  ·2022-04-27
  Great!
  3 Ways Netflix Can Bounce Back After the Crash
  A few changes in strategy could reignite the stock.
  3 Ways Netflix Can Bounce Back After the Crash
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- Xiong_XXiong_X
  ·2022-04-20
  That's bad
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- Xiong_XXiong_X
  ·2022-04-18
  Nice
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11:03","market":"us","language":"en","title":"Nvidia Stock: Headwinds Priced In - Buy On Weakness","url":"https://stock-news.laohu8.com/highlight/detail?id=1180073890","media":"Seeking Alpha","summary":"SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked ov","content":"<html><head></head><body><p>Summary</p><ul><li>Given declining price trends in GPUs and crypto-mining weakness, much fear has been stoked over NVIDIA&#39;s gaming segment. But, AMD&#39;s Q1 results yesterday assuaged investors&#39; fears.</li><li>We are also optimistic over NVIDIA&#39;s upcoming RTX-40 series Ada Lovelace launch, reportedly this fall. The refresh should help drive momentum for GPU prices, with improved chip supply in H2.</li><li>We are also confident that NVIDIA could announce new design wins for its automotive segment. Qualcomm highlighted a marked increase in its automotive pipeline in its recent FQ2 card.</li><li>We discuss why NVIDIA&#39;s long-term thesis remains intact. So, investors should consider adding NVDA stock on weakness.</li></ul><p>Investment Thesis</p><p>NVIDIA Corporation (NASDAQ:NVDA) stock has been battered after a rapid recovery from its recent March lows. Bullish NVDA investors piled into the stock as CEO Jensen Huang &amp; team introduced its next-gen Hopper architecture for cloud and data center computing. However, the market was also skittish over the weakness in PC end demand, thrashing NVDA stock. As a result, NVDA stock has retraced to its October lows, 43.4% below its November highs.</p><p>Therefore, NVDA stock growth premium has been digested significantly, as investors priced in potential weakness in its gaming segment, impacted by weaker crypto mining and PC weakness. NVDA stock was also initially impacted by Intel&#39;s (INTC)weak Q2 guidance, triggering a sell-off last week.</p><p>However, AMD&#39;s (AMD) spectacular FQ1 card reassured investors of a PC market that seemed hampered by weaker end demand. Investors were concerned with a multitude of factors relating to weaker macros, ongoing chip shortages, and China&#39;s COVID lockdowns. Therefore, we think Huang &amp; team will do just fine in its upcoming FQ1&#39;23 earnings release on May 25.</p><p>Notably, NVDA stock growth premium has also moderated significantly and is in line with its 5Y mean. Therefore, we think the opportunity to add more exposure to NVDA stock has returned for patient investors.</p><p>Nevertheless, a bull trap that lured buyers after its GTC in March had digested its upward momentum. Given the potent trap, we encourage investors to spread their purchases and dollar-cost average if the current support levels do not consolidate and hold.</p><p>We reiterate our Buy rating on NVDA stock.</p><p>Intel Worried Investors, But AMD Sprung To The Rescue</p><p>In our Intel Q1 earnings update, we discussed that Intel CEO Pat Gelsinger &amp; team guided to a markedly weaker Q2 due to pretty significant headwinds in the consumer PC market. As a result, investors were concerned about whether NVIDIA stock was next on the &#34;chopping block&#34; given its embedded growth premium.</p><p>However, AMD CEO Dr. Lisa Su assuaged semi investors that the pockets of weakness in the PC market were generally limited to the lower-end market. Therefore, its data center, cloud computing, gaming, and enterprise segments remain robust as management also raised guidance. Dr. Su accentuated (edited):</p><blockquote>Our Desktop GPU sales nearly doubled year-over-year as sales of our Radeon 6000 Series graphics cards were strong. In mobile, the first notebooks featuring our latest Radeon 6000 mobile GPUs launched in the quarter, and we expect sales to ramp over the coming quarters. Data center graphics revenue was flat year-over-year as we launched our Instinct MI210 accelerators. There is some softness in the PC market. But we had, for the last number of quarters, actually been shifting our mix to the higher end or the more premium segments of the PC market, and so that&#39;s where more of our exposure is. (AMD&#39;s FQ1&#39;22 earnings call)</blockquote><p>Furthermore,SIA accentuated that global semi sales in Q1 remained robust, despite digesting a whole month of the Russia-Ukraine conflict. It also reported that global semiconductor revenue was up by 1.1% MoM in March. Q1 sales were $151.7B, up 23% YoY and down just by 0.5% QoQ, due to seasonality from Q4. Furthermore, Europe was up 2.6% MoM in March, indicating continued strength. Therefore, we think the headwinds of a significant slowdown in semi sales have been overblown.</p><p>Furthermore, even though the pricing trends for GPU were down significantly in March,the decline moderated in April, according to a Tom&#39;s Hardware update. Furthermore, it also highlighted that GPUs were still sold above MSRP in the current refresh cycle. It emphasized that &#34;GPU pricing would normally be 10 to 20% below MSRP at this point in the refresh cycle.&#34; In addition, we think AMD&#39;s robust showing in its GPU segment demonstrated that such fears had been overstated.</p><p>Ada Lovelace Impending Release &amp; H100 Price Leadership</p><p>Furthermore, investors should note that NVIDIA is expected to release its RTX-40 series Ada Lovelace GPU this fall. In addition, NVIDIA has reportedly started to test its AD102 GPU and is expected to be on track for its timely release. We believe the new release will likely generate much hype among bullish investors and help support NVDA stock moving forward.</p><p>Furthermore, in a clear demonstration of price leadership and value, NVIDIA&#39;s H100 Hopper GPU 80GB accelerator was released at a price &#34;considerably more expensive&#34; than its A100 Ampere predecessor. Therefore, we believe NVIDIA has tremendous pricing power in its data center business, given the scale and differentiation of its Hopper architecture. As a result, investors should not understate its leadership in the data center GPU segment.</p><p>Notably, we will also be looking to NVIDIA&#39;s design win updates for its highly anticipated automotive segment. Qualcomm (QCOM)updated in its FQ2 earnings card that its design pipeline has increased to $16B, from $3B previously. Qualcomm CEO Cristiano Amon is optimistic that its &#34;smartphone on wheels&#34; segment could even rival or trump its smartphone revenue over time.</p><p>Investors should recall that NVIDIA estimated its automotive opportunity to be worth $300Bin its recent spring GTC update. Thus, we encourage investors to watch management&#39;s commentary on its automotive design wins in its Q1 card. We also believe the market has yet to fully appreciate what could be NVIDIA&#39;s most exciting revenue contributor, given its scale and rapid adoption.</p><p>Is NVDA Stock A Buy, Sell, Or Hold?<img src=\"https://static.tigerbbs.com/a28d3d588daac616e0977528e650684c\" referrerpolicy=\"no-referrer\"/></p><p>NVDA stock NTM FCF yield % and NTM normalized P/E (TIKR)</p><p><img src=\"https://static.tigerbbs.com/e232702e3c8d75eb89b8de4709cd8f64\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA stock price chart (TradingView)</p><p>NVDA stock growth premium has been substantially digested due to the recent headwinds. As a result, its NTM FCF yield has moderated to 2.62%, in line with its 5Y mean of 2.63%. Furthermore, its NTM normalized P/E has also normalized to 34.78x, slightly below its 5Y mean of 39.93x.</p><p>Of course, NVDA stock still traded well above its peers and the market. Therefore, investors should continue to expect near-term volatility. But, we are confident that its long-term thesis remains intact. And we think the recent headwinds over potential end demand weakness have been priced in.</p><p>However, we observed a potent bull trap in NVDA stock post-GTC that seems to be digested. In addition, the stock seems to have found near-term support. Therefore, a further consolidation along the current levels should be helpful for NVDA stock moving forward.</p><p>As such, <i>we reiterate our Buy rating on NVDA stock</i>.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Headwinds Priced In - Buy On Weakness</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 Stock: Headwinds Priced In - Buy On Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4506831-nvidia-headwinds-priced-in-buy-on-weakness><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked over NVIDIA's gaming segment. But, AMD's Q1 results yesterday assuaged investors' fears.We are also ...</p>\n\n<a href=\"https://seekingalpha.com/article/4506831-nvidia-headwinds-priced-in-buy-on-weakness\">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/4506831-nvidia-headwinds-priced-in-buy-on-weakness","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180073890","content_text":"SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked over NVIDIA's gaming segment. But, AMD's Q1 results yesterday assuaged investors' fears.We are also optimistic over NVIDIA's upcoming RTX-40 series Ada Lovelace launch, reportedly this fall. The refresh should help drive momentum for GPU prices, with improved chip supply in H2.We are also confident that NVIDIA could announce new design wins for its automotive segment. Qualcomm highlighted a marked increase in its automotive pipeline in its recent FQ2 card.We discuss why NVIDIA's long-term thesis remains intact. So, investors should consider adding NVDA stock on weakness.Investment ThesisNVIDIA Corporation (NASDAQ:NVDA) stock has been battered after a rapid recovery from its recent March lows. Bullish NVDA investors piled into the stock as CEO Jensen Huang & team introduced its next-gen Hopper architecture for cloud and data center computing. However, the market was also skittish over the weakness in PC end demand, thrashing NVDA stock. As a result, NVDA stock has retraced to its October lows, 43.4% below its November highs.Therefore, NVDA stock growth premium has been digested significantly, as investors priced in potential weakness in its gaming segment, impacted by weaker crypto mining and PC weakness. NVDA stock was also initially impacted by Intel's (INTC)weak Q2 guidance, triggering a sell-off last week.However, AMD's (AMD) spectacular FQ1 card reassured investors of a PC market that seemed hampered by weaker end demand. Investors were concerned with a multitude of factors relating to weaker macros, ongoing chip shortages, and China's COVID lockdowns. Therefore, we think Huang & team will do just fine in its upcoming FQ1'23 earnings release on May 25.Notably, NVDA stock growth premium has also moderated significantly and is in line with its 5Y mean. Therefore, we think the opportunity to add more exposure to NVDA stock has returned for patient investors.Nevertheless, a bull trap that lured buyers after its GTC in March had digested its upward momentum. Given the potent trap, we encourage investors to spread their purchases and dollar-cost average if the current support levels do not consolidate and hold.We reiterate our Buy rating on NVDA stock.Intel Worried Investors, But AMD Sprung To The RescueIn our Intel Q1 earnings update, we discussed that Intel CEO Pat Gelsinger & team guided to a markedly weaker Q2 due to pretty significant headwinds in the consumer PC market. As a result, investors were concerned about whether NVIDIA stock was next on the \"chopping block\" given its embedded growth premium.However, AMD CEO Dr. Lisa Su assuaged semi investors that the pockets of weakness in the PC market were generally limited to the lower-end market. Therefore, its data center, cloud computing, gaming, and enterprise segments remain robust as management also raised guidance. Dr. Su accentuated (edited):Our Desktop GPU sales nearly doubled year-over-year as sales of our Radeon 6000 Series graphics cards were strong. In mobile, the first notebooks featuring our latest Radeon 6000 mobile GPUs launched in the quarter, and we expect sales to ramp over the coming quarters. Data center graphics revenue was flat year-over-year as we launched our Instinct MI210 accelerators. There is some softness in the PC market. But we had, for the last number of quarters, actually been shifting our mix to the higher end or the more premium segments of the PC market, and so that's where more of our exposure is. (AMD's FQ1'22 earnings call)Furthermore,SIA accentuated that global semi sales in Q1 remained robust, despite digesting a whole month of the Russia-Ukraine conflict. It also reported that global semiconductor revenue was up by 1.1% MoM in March. Q1 sales were $151.7B, up 23% YoY and down just by 0.5% QoQ, due to seasonality from Q4. Furthermore, Europe was up 2.6% MoM in March, indicating continued strength. Therefore, we think the headwinds of a significant slowdown in semi sales have been overblown.Furthermore, even though the pricing trends for GPU were down significantly in March,the decline moderated in April, according to a Tom's Hardware update. Furthermore, it also highlighted that GPUs were still sold above MSRP in the current refresh cycle. It emphasized that \"GPU pricing would normally be 10 to 20% below MSRP at this point in the refresh cycle.\" In addition, we think AMD's robust showing in its GPU segment demonstrated that such fears had been overstated.Ada Lovelace Impending Release & H100 Price LeadershipFurthermore, investors should note that NVIDIA is expected to release its RTX-40 series Ada Lovelace GPU this fall. In addition, NVIDIA has reportedly started to test its AD102 GPU and is expected to be on track for its timely release. We believe the new release will likely generate much hype among bullish investors and help support NVDA stock moving forward.Furthermore, in a clear demonstration of price leadership and value, NVIDIA's H100 Hopper GPU 80GB accelerator was released at a price \"considerably more expensive\" than its A100 Ampere predecessor. Therefore, we believe NVIDIA has tremendous pricing power in its data center business, given the scale and differentiation of its Hopper architecture. As a result, investors should not understate its leadership in the data center GPU segment.Notably, we will also be looking to NVIDIA's design win updates for its highly anticipated automotive segment. Qualcomm (QCOM)updated in its FQ2 earnings card that its design pipeline has increased to $16B, from $3B previously. Qualcomm CEO Cristiano Amon is optimistic that its \"smartphone on wheels\" segment could even rival or trump its smartphone revenue over time.Investors should recall that NVIDIA estimated its automotive opportunity to be worth $300Bin its recent spring GTC update. Thus, we encourage investors to watch management's commentary on its automotive design wins in its Q1 card. We also believe the market has yet to fully appreciate what could be NVIDIA's most exciting revenue contributor, given its scale and rapid adoption.Is NVDA Stock A Buy, Sell, Or Hold?NVDA stock NTM FCF yield % and NTM normalized P/E (TIKR)NVDA stock price chart (TradingView)NVDA stock growth premium has been substantially digested due to the recent headwinds. As a result, its NTM FCF yield has moderated to 2.62%, in line with its 5Y mean of 2.63%. Furthermore, its NTM normalized P/E has also normalized to 34.78x, slightly below its 5Y mean of 39.93x.Of course, NVDA stock still traded well above its peers and the market. Therefore, investors should continue to expect near-term volatility. But, we are confident that its long-term thesis remains intact. And we think the recent headwinds over potential end demand weakness have been priced in.However, we observed a potent bull trap in NVDA stock post-GTC that seems to be digested. In addition, the stock seems to have found near-term support. Therefore, a further consolidation along the current levels should be helpful for NVDA stock moving forward.As such, we reiterate our Buy rating on NVDA stock.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068162212,"gmtCreate":1651738066136,"gmtModify":1676534959245,"author":{"id":"3575540109780565","authorId":"3575540109780565","name":"Xiong_X","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575540109780565","idStr":"3575540109780565"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068162212","repostId":"1180073890","repostType":4,"repost":{"id":"1180073890","kind":"news","pubTimestamp":1651719811,"share":"https://ttm.financial/m/news/1180073890?lang=&edition=fundamental","pubTime":"2022-05-05 11:03","market":"us","language":"en","title":"Nvidia Stock: Headwinds Priced In - Buy On Weakness","url":"https://stock-news.laohu8.com/highlight/detail?id=1180073890","media":"Seeking Alpha","summary":"SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked ov","content":"<html><head></head><body><p>Summary</p><ul><li>Given declining price trends in GPUs and crypto-mining weakness, much fear has been stoked over NVIDIA&#39;s gaming segment. But, AMD&#39;s Q1 results yesterday assuaged investors&#39; fears.</li><li>We are also optimistic over NVIDIA&#39;s upcoming RTX-40 series Ada Lovelace launch, reportedly this fall. The refresh should help drive momentum for GPU prices, with improved chip supply in H2.</li><li>We are also confident that NVIDIA could announce new design wins for its automotive segment. Qualcomm highlighted a marked increase in its automotive pipeline in its recent FQ2 card.</li><li>We discuss why NVIDIA&#39;s long-term thesis remains intact. So, investors should consider adding NVDA stock on weakness.</li></ul><p>Investment Thesis</p><p>NVIDIA Corporation (NASDAQ:NVDA) stock has been battered after a rapid recovery from its recent March lows. Bullish NVDA investors piled into the stock as CEO Jensen Huang &amp; team introduced its next-gen Hopper architecture for cloud and data center computing. However, the market was also skittish over the weakness in PC end demand, thrashing NVDA stock. As a result, NVDA stock has retraced to its October lows, 43.4% below its November highs.</p><p>Therefore, NVDA stock growth premium has been digested significantly, as investors priced in potential weakness in its gaming segment, impacted by weaker crypto mining and PC weakness. NVDA stock was also initially impacted by Intel&#39;s (INTC)weak Q2 guidance, triggering a sell-off last week.</p><p>However, AMD&#39;s (AMD) spectacular FQ1 card reassured investors of a PC market that seemed hampered by weaker end demand. Investors were concerned with a multitude of factors relating to weaker macros, ongoing chip shortages, and China&#39;s COVID lockdowns. Therefore, we think Huang &amp; team will do just fine in its upcoming FQ1&#39;23 earnings release on May 25.</p><p>Notably, NVDA stock growth premium has also moderated significantly and is in line with its 5Y mean. Therefore, we think the opportunity to add more exposure to NVDA stock has returned for patient investors.</p><p>Nevertheless, a bull trap that lured buyers after its GTC in March had digested its upward momentum. Given the potent trap, we encourage investors to spread their purchases and dollar-cost average if the current support levels do not consolidate and hold.</p><p>We reiterate our Buy rating on NVDA stock.</p><p>Intel Worried Investors, But AMD Sprung To The Rescue</p><p>In our Intel Q1 earnings update, we discussed that Intel CEO Pat Gelsinger &amp; team guided to a markedly weaker Q2 due to pretty significant headwinds in the consumer PC market. As a result, investors were concerned about whether NVIDIA stock was next on the &#34;chopping block&#34; given its embedded growth premium.</p><p>However, AMD CEO Dr. Lisa Su assuaged semi investors that the pockets of weakness in the PC market were generally limited to the lower-end market. Therefore, its data center, cloud computing, gaming, and enterprise segments remain robust as management also raised guidance. Dr. Su accentuated (edited):</p><blockquote>Our Desktop GPU sales nearly doubled year-over-year as sales of our Radeon 6000 Series graphics cards were strong. In mobile, the first notebooks featuring our latest Radeon 6000 mobile GPUs launched in the quarter, and we expect sales to ramp over the coming quarters. Data center graphics revenue was flat year-over-year as we launched our Instinct MI210 accelerators. There is some softness in the PC market. But we had, for the last number of quarters, actually been shifting our mix to the higher end or the more premium segments of the PC market, and so that&#39;s where more of our exposure is. (AMD&#39;s FQ1&#39;22 earnings call)</blockquote><p>Furthermore,SIA accentuated that global semi sales in Q1 remained robust, despite digesting a whole month of the Russia-Ukraine conflict. It also reported that global semiconductor revenue was up by 1.1% MoM in March. Q1 sales were $151.7B, up 23% YoY and down just by 0.5% QoQ, due to seasonality from Q4. Furthermore, Europe was up 2.6% MoM in March, indicating continued strength. Therefore, we think the headwinds of a significant slowdown in semi sales have been overblown.</p><p>Furthermore, even though the pricing trends for GPU were down significantly in March,the decline moderated in April, according to a Tom&#39;s Hardware update. Furthermore, it also highlighted that GPUs were still sold above MSRP in the current refresh cycle. It emphasized that &#34;GPU pricing would normally be 10 to 20% below MSRP at this point in the refresh cycle.&#34; In addition, we think AMD&#39;s robust showing in its GPU segment demonstrated that such fears had been overstated.</p><p>Ada Lovelace Impending Release &amp; H100 Price Leadership</p><p>Furthermore, investors should note that NVIDIA is expected to release its RTX-40 series Ada Lovelace GPU this fall. In addition, NVIDIA has reportedly started to test its AD102 GPU and is expected to be on track for its timely release. We believe the new release will likely generate much hype among bullish investors and help support NVDA stock moving forward.</p><p>Furthermore, in a clear demonstration of price leadership and value, NVIDIA&#39;s H100 Hopper GPU 80GB accelerator was released at a price &#34;considerably more expensive&#34; than its A100 Ampere predecessor. Therefore, we believe NVIDIA has tremendous pricing power in its data center business, given the scale and differentiation of its Hopper architecture. As a result, investors should not understate its leadership in the data center GPU segment.</p><p>Notably, we will also be looking to NVIDIA&#39;s design win updates for its highly anticipated automotive segment. Qualcomm (QCOM)updated in its FQ2 earnings card that its design pipeline has increased to $16B, from $3B previously. Qualcomm CEO Cristiano Amon is optimistic that its &#34;smartphone on wheels&#34; segment could even rival or trump its smartphone revenue over time.</p><p>Investors should recall that NVIDIA estimated its automotive opportunity to be worth $300Bin its recent spring GTC update. Thus, we encourage investors to watch management&#39;s commentary on its automotive design wins in its Q1 card. We also believe the market has yet to fully appreciate what could be NVIDIA&#39;s most exciting revenue contributor, given its scale and rapid adoption.</p><p>Is NVDA Stock A Buy, Sell, Or Hold?<img src=\"https://static.tigerbbs.com/a28d3d588daac616e0977528e650684c\" referrerpolicy=\"no-referrer\"/></p><p>NVDA stock NTM FCF yield % and NTM normalized P/E (TIKR)</p><p><img src=\"https://static.tigerbbs.com/e232702e3c8d75eb89b8de4709cd8f64\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA stock price chart (TradingView)</p><p>NVDA stock growth premium has been substantially digested due to the recent headwinds. As a result, its NTM FCF yield has moderated to 2.62%, in line with its 5Y mean of 2.63%. Furthermore, its NTM normalized P/E has also normalized to 34.78x, slightly below its 5Y mean of 39.93x.</p><p>Of course, NVDA stock still traded well above its peers and the market. Therefore, investors should continue to expect near-term volatility. But, we are confident that its long-term thesis remains intact. And we think the recent headwinds over potential end demand weakness have been priced in.</p><p>However, we observed a potent bull trap in NVDA stock post-GTC that seems to be digested. In addition, the stock seems to have found near-term support. Therefore, a further consolidation along the current levels should be helpful for NVDA stock moving forward.</p><p>As such, <i>we reiterate our Buy rating on NVDA stock</i>.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Headwinds Priced In - Buy On Weakness</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 Stock: Headwinds Priced In - Buy On Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4506831-nvidia-headwinds-priced-in-buy-on-weakness><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked over NVIDIA's gaming segment. But, AMD's Q1 results yesterday assuaged investors' fears.We are also ...</p>\n\n<a href=\"https://seekingalpha.com/article/4506831-nvidia-headwinds-priced-in-buy-on-weakness\">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/4506831-nvidia-headwinds-priced-in-buy-on-weakness","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180073890","content_text":"SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked over NVIDIA's gaming segment. But, AMD's Q1 results yesterday assuaged investors' fears.We are also optimistic over NVIDIA's upcoming RTX-40 series Ada Lovelace launch, reportedly this fall. The refresh should help drive momentum for GPU prices, with improved chip supply in H2.We are also confident that NVIDIA could announce new design wins for its automotive segment. Qualcomm highlighted a marked increase in its automotive pipeline in its recent FQ2 card.We discuss why NVIDIA's long-term thesis remains intact. So, investors should consider adding NVDA stock on weakness.Investment ThesisNVIDIA Corporation (NASDAQ:NVDA) stock has been battered after a rapid recovery from its recent March lows. Bullish NVDA investors piled into the stock as CEO Jensen Huang & team introduced its next-gen Hopper architecture for cloud and data center computing. However, the market was also skittish over the weakness in PC end demand, thrashing NVDA stock. As a result, NVDA stock has retraced to its October lows, 43.4% below its November highs.Therefore, NVDA stock growth premium has been digested significantly, as investors priced in potential weakness in its gaming segment, impacted by weaker crypto mining and PC weakness. NVDA stock was also initially impacted by Intel's (INTC)weak Q2 guidance, triggering a sell-off last week.However, AMD's (AMD) spectacular FQ1 card reassured investors of a PC market that seemed hampered by weaker end demand. Investors were concerned with a multitude of factors relating to weaker macros, ongoing chip shortages, and China's COVID lockdowns. Therefore, we think Huang & team will do just fine in its upcoming FQ1'23 earnings release on May 25.Notably, NVDA stock growth premium has also moderated significantly and is in line with its 5Y mean. Therefore, we think the opportunity to add more exposure to NVDA stock has returned for patient investors.Nevertheless, a bull trap that lured buyers after its GTC in March had digested its upward momentum. Given the potent trap, we encourage investors to spread their purchases and dollar-cost average if the current support levels do not consolidate and hold.We reiterate our Buy rating on NVDA stock.Intel Worried Investors, But AMD Sprung To The RescueIn our Intel Q1 earnings update, we discussed that Intel CEO Pat Gelsinger & team guided to a markedly weaker Q2 due to pretty significant headwinds in the consumer PC market. As a result, investors were concerned about whether NVIDIA stock was next on the \"chopping block\" given its embedded growth premium.However, AMD CEO Dr. Lisa Su assuaged semi investors that the pockets of weakness in the PC market were generally limited to the lower-end market. Therefore, its data center, cloud computing, gaming, and enterprise segments remain robust as management also raised guidance. Dr. Su accentuated (edited):Our Desktop GPU sales nearly doubled year-over-year as sales of our Radeon 6000 Series graphics cards were strong. In mobile, the first notebooks featuring our latest Radeon 6000 mobile GPUs launched in the quarter, and we expect sales to ramp over the coming quarters. Data center graphics revenue was flat year-over-year as we launched our Instinct MI210 accelerators. There is some softness in the PC market. But we had, for the last number of quarters, actually been shifting our mix to the higher end or the more premium segments of the PC market, and so that's where more of our exposure is. (AMD's FQ1'22 earnings call)Furthermore,SIA accentuated that global semi sales in Q1 remained robust, despite digesting a whole month of the Russia-Ukraine conflict. It also reported that global semiconductor revenue was up by 1.1% MoM in March. Q1 sales were $151.7B, up 23% YoY and down just by 0.5% QoQ, due to seasonality from Q4. Furthermore, Europe was up 2.6% MoM in March, indicating continued strength. Therefore, we think the headwinds of a significant slowdown in semi sales have been overblown.Furthermore, even though the pricing trends for GPU were down significantly in March,the decline moderated in April, according to a Tom's Hardware update. Furthermore, it also highlighted that GPUs were still sold above MSRP in the current refresh cycle. It emphasized that \"GPU pricing would normally be 10 to 20% below MSRP at this point in the refresh cycle.\" In addition, we think AMD's robust showing in its GPU segment demonstrated that such fears had been overstated.Ada Lovelace Impending Release & H100 Price LeadershipFurthermore, investors should note that NVIDIA is expected to release its RTX-40 series Ada Lovelace GPU this fall. In addition, NVIDIA has reportedly started to test its AD102 GPU and is expected to be on track for its timely release. We believe the new release will likely generate much hype among bullish investors and help support NVDA stock moving forward.Furthermore, in a clear demonstration of price leadership and value, NVIDIA's H100 Hopper GPU 80GB accelerator was released at a price \"considerably more expensive\" than its A100 Ampere predecessor. Therefore, we believe NVIDIA has tremendous pricing power in its data center business, given the scale and differentiation of its Hopper architecture. As a result, investors should not understate its leadership in the data center GPU segment.Notably, we will also be looking to NVIDIA's design win updates for its highly anticipated automotive segment. Qualcomm (QCOM)updated in its FQ2 earnings card that its design pipeline has increased to $16B, from $3B previously. Qualcomm CEO Cristiano Amon is optimistic that its \"smartphone on wheels\" segment could even rival or trump its smartphone revenue over time.Investors should recall that NVIDIA estimated its automotive opportunity to be worth $300Bin its recent spring GTC update. Thus, we encourage investors to watch management's commentary on its automotive design wins in its Q1 card. We also believe the market has yet to fully appreciate what could be NVIDIA's most exciting revenue contributor, given its scale and rapid adoption.Is NVDA Stock A Buy, Sell, Or Hold?NVDA stock NTM FCF yield % and NTM normalized P/E (TIKR)NVDA stock price chart (TradingView)NVDA stock growth premium has been substantially digested due to the recent headwinds. As a result, its NTM FCF yield has moderated to 2.62%, in line with its 5Y mean of 2.63%. Furthermore, its NTM normalized P/E has also normalized to 34.78x, slightly below its 5Y mean of 39.93x.Of course, NVDA stock still traded well above its peers and the market. Therefore, investors should continue to expect near-term volatility. But, we are confident that its long-term thesis remains intact. And we think the recent headwinds over potential end demand weakness have been priced in.However, we observed a potent bull trap in NVDA stock post-GTC that seems to be digested. In addition, the stock seems to have found near-term support. Therefore, a further consolidation along the current levels should be helpful for NVDA stock moving forward.As such, we reiterate our Buy rating on NVDA stock.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068162656,"gmtCreate":1651738043775,"gmtModify":1676534959241,"author":{"id":"3575540109780565","authorId":"3575540109780565","name":"Xiong_X","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575540109780565","idStr":"3575540109780565"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068162656","repostId":"1180073890","repostType":4,"repost":{"id":"1180073890","kind":"news","pubTimestamp":1651719811,"share":"https://ttm.financial/m/news/1180073890?lang=&edition=fundamental","pubTime":"2022-05-05 11:03","market":"us","language":"en","title":"Nvidia Stock: Headwinds Priced In - Buy On Weakness","url":"https://stock-news.laohu8.com/highlight/detail?id=1180073890","media":"Seeking Alpha","summary":"SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked ov","content":"<html><head></head><body><p>Summary</p><ul><li>Given declining price trends in GPUs and crypto-mining weakness, much fear has been stoked over NVIDIA&#39;s gaming segment. But, AMD&#39;s Q1 results yesterday assuaged investors&#39; fears.</li><li>We are also optimistic over NVIDIA&#39;s upcoming RTX-40 series Ada Lovelace launch, reportedly this fall. The refresh should help drive momentum for GPU prices, with improved chip supply in H2.</li><li>We are also confident that NVIDIA could announce new design wins for its automotive segment. Qualcomm highlighted a marked increase in its automotive pipeline in its recent FQ2 card.</li><li>We discuss why NVIDIA&#39;s long-term thesis remains intact. So, investors should consider adding NVDA stock on weakness.</li></ul><p>Investment Thesis</p><p>NVIDIA Corporation (NASDAQ:NVDA) stock has been battered after a rapid recovery from its recent March lows. Bullish NVDA investors piled into the stock as CEO Jensen Huang &amp; team introduced its next-gen Hopper architecture for cloud and data center computing. However, the market was also skittish over the weakness in PC end demand, thrashing NVDA stock. As a result, NVDA stock has retraced to its October lows, 43.4% below its November highs.</p><p>Therefore, NVDA stock growth premium has been digested significantly, as investors priced in potential weakness in its gaming segment, impacted by weaker crypto mining and PC weakness. NVDA stock was also initially impacted by Intel&#39;s (INTC)weak Q2 guidance, triggering a sell-off last week.</p><p>However, AMD&#39;s (AMD) spectacular FQ1 card reassured investors of a PC market that seemed hampered by weaker end demand. Investors were concerned with a multitude of factors relating to weaker macros, ongoing chip shortages, and China&#39;s COVID lockdowns. Therefore, we think Huang &amp; team will do just fine in its upcoming FQ1&#39;23 earnings release on May 25.</p><p>Notably, NVDA stock growth premium has also moderated significantly and is in line with its 5Y mean. Therefore, we think the opportunity to add more exposure to NVDA stock has returned for patient investors.</p><p>Nevertheless, a bull trap that lured buyers after its GTC in March had digested its upward momentum. Given the potent trap, we encourage investors to spread their purchases and dollar-cost average if the current support levels do not consolidate and hold.</p><p>We reiterate our Buy rating on NVDA stock.</p><p>Intel Worried Investors, But AMD Sprung To The Rescue</p><p>In our Intel Q1 earnings update, we discussed that Intel CEO Pat Gelsinger &amp; team guided to a markedly weaker Q2 due to pretty significant headwinds in the consumer PC market. As a result, investors were concerned about whether NVIDIA stock was next on the &#34;chopping block&#34; given its embedded growth premium.</p><p>However, AMD CEO Dr. Lisa Su assuaged semi investors that the pockets of weakness in the PC market were generally limited to the lower-end market. Therefore, its data center, cloud computing, gaming, and enterprise segments remain robust as management also raised guidance. Dr. Su accentuated (edited):</p><blockquote>Our Desktop GPU sales nearly doubled year-over-year as sales of our Radeon 6000 Series graphics cards were strong. In mobile, the first notebooks featuring our latest Radeon 6000 mobile GPUs launched in the quarter, and we expect sales to ramp over the coming quarters. Data center graphics revenue was flat year-over-year as we launched our Instinct MI210 accelerators. There is some softness in the PC market. But we had, for the last number of quarters, actually been shifting our mix to the higher end or the more premium segments of the PC market, and so that&#39;s where more of our exposure is. (AMD&#39;s FQ1&#39;22 earnings call)</blockquote><p>Furthermore,SIA accentuated that global semi sales in Q1 remained robust, despite digesting a whole month of the Russia-Ukraine conflict. It also reported that global semiconductor revenue was up by 1.1% MoM in March. Q1 sales were $151.7B, up 23% YoY and down just by 0.5% QoQ, due to seasonality from Q4. Furthermore, Europe was up 2.6% MoM in March, indicating continued strength. Therefore, we think the headwinds of a significant slowdown in semi sales have been overblown.</p><p>Furthermore, even though the pricing trends for GPU were down significantly in March,the decline moderated in April, according to a Tom&#39;s Hardware update. Furthermore, it also highlighted that GPUs were still sold above MSRP in the current refresh cycle. It emphasized that &#34;GPU pricing would normally be 10 to 20% below MSRP at this point in the refresh cycle.&#34; In addition, we think AMD&#39;s robust showing in its GPU segment demonstrated that such fears had been overstated.</p><p>Ada Lovelace Impending Release &amp; H100 Price Leadership</p><p>Furthermore, investors should note that NVIDIA is expected to release its RTX-40 series Ada Lovelace GPU this fall. In addition, NVIDIA has reportedly started to test its AD102 GPU and is expected to be on track for its timely release. We believe the new release will likely generate much hype among bullish investors and help support NVDA stock moving forward.</p><p>Furthermore, in a clear demonstration of price leadership and value, NVIDIA&#39;s H100 Hopper GPU 80GB accelerator was released at a price &#34;considerably more expensive&#34; than its A100 Ampere predecessor. Therefore, we believe NVIDIA has tremendous pricing power in its data center business, given the scale and differentiation of its Hopper architecture. As a result, investors should not understate its leadership in the data center GPU segment.</p><p>Notably, we will also be looking to NVIDIA&#39;s design win updates for its highly anticipated automotive segment. Qualcomm (QCOM)updated in its FQ2 earnings card that its design pipeline has increased to $16B, from $3B previously. Qualcomm CEO Cristiano Amon is optimistic that its &#34;smartphone on wheels&#34; segment could even rival or trump its smartphone revenue over time.</p><p>Investors should recall that NVIDIA estimated its automotive opportunity to be worth $300Bin its recent spring GTC update. Thus, we encourage investors to watch management&#39;s commentary on its automotive design wins in its Q1 card. We also believe the market has yet to fully appreciate what could be NVIDIA&#39;s most exciting revenue contributor, given its scale and rapid adoption.</p><p>Is NVDA Stock A Buy, Sell, Or Hold?<img src=\"https://static.tigerbbs.com/a28d3d588daac616e0977528e650684c\" referrerpolicy=\"no-referrer\"/></p><p>NVDA stock NTM FCF yield % and NTM normalized P/E (TIKR)</p><p><img src=\"https://static.tigerbbs.com/e232702e3c8d75eb89b8de4709cd8f64\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA stock price chart (TradingView)</p><p>NVDA stock growth premium has been substantially digested due to the recent headwinds. As a result, its NTM FCF yield has moderated to 2.62%, in line with its 5Y mean of 2.63%. Furthermore, its NTM normalized P/E has also normalized to 34.78x, slightly below its 5Y mean of 39.93x.</p><p>Of course, NVDA stock still traded well above its peers and the market. Therefore, investors should continue to expect near-term volatility. But, we are confident that its long-term thesis remains intact. And we think the recent headwinds over potential end demand weakness have been priced in.</p><p>However, we observed a potent bull trap in NVDA stock post-GTC that seems to be digested. In addition, the stock seems to have found near-term support. Therefore, a further consolidation along the current levels should be helpful for NVDA stock moving forward.</p><p>As such, <i>we reiterate our Buy rating on NVDA stock</i>.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Headwinds Priced In - Buy On Weakness</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 Stock: Headwinds Priced In - Buy On Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4506831-nvidia-headwinds-priced-in-buy-on-weakness><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked over NVIDIA's gaming segment. But, AMD's Q1 results yesterday assuaged investors' fears.We are also ...</p>\n\n<a href=\"https://seekingalpha.com/article/4506831-nvidia-headwinds-priced-in-buy-on-weakness\">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/4506831-nvidia-headwinds-priced-in-buy-on-weakness","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180073890","content_text":"SummaryGiven declining price trends in GPUs and crypto-mining weakness, much fear has been stoked over NVIDIA's gaming segment. But, AMD's Q1 results yesterday assuaged investors' fears.We are also optimistic over NVIDIA's upcoming RTX-40 series Ada Lovelace launch, reportedly this fall. The refresh should help drive momentum for GPU prices, with improved chip supply in H2.We are also confident that NVIDIA could announce new design wins for its automotive segment. Qualcomm highlighted a marked increase in its automotive pipeline in its recent FQ2 card.We discuss why NVIDIA's long-term thesis remains intact. So, investors should consider adding NVDA stock on weakness.Investment ThesisNVIDIA Corporation (NASDAQ:NVDA) stock has been battered after a rapid recovery from its recent March lows. Bullish NVDA investors piled into the stock as CEO Jensen Huang & team introduced its next-gen Hopper architecture for cloud and data center computing. However, the market was also skittish over the weakness in PC end demand, thrashing NVDA stock. As a result, NVDA stock has retraced to its October lows, 43.4% below its November highs.Therefore, NVDA stock growth premium has been digested significantly, as investors priced in potential weakness in its gaming segment, impacted by weaker crypto mining and PC weakness. NVDA stock was also initially impacted by Intel's (INTC)weak Q2 guidance, triggering a sell-off last week.However, AMD's (AMD) spectacular FQ1 card reassured investors of a PC market that seemed hampered by weaker end demand. Investors were concerned with a multitude of factors relating to weaker macros, ongoing chip shortages, and China's COVID lockdowns. Therefore, we think Huang & team will do just fine in its upcoming FQ1'23 earnings release on May 25.Notably, NVDA stock growth premium has also moderated significantly and is in line with its 5Y mean. Therefore, we think the opportunity to add more exposure to NVDA stock has returned for patient investors.Nevertheless, a bull trap that lured buyers after its GTC in March had digested its upward momentum. Given the potent trap, we encourage investors to spread their purchases and dollar-cost average if the current support levels do not consolidate and hold.We reiterate our Buy rating on NVDA stock.Intel Worried Investors, But AMD Sprung To The RescueIn our Intel Q1 earnings update, we discussed that Intel CEO Pat Gelsinger & team guided to a markedly weaker Q2 due to pretty significant headwinds in the consumer PC market. As a result, investors were concerned about whether NVIDIA stock was next on the \"chopping block\" given its embedded growth premium.However, AMD CEO Dr. Lisa Su assuaged semi investors that the pockets of weakness in the PC market were generally limited to the lower-end market. Therefore, its data center, cloud computing, gaming, and enterprise segments remain robust as management also raised guidance. Dr. Su accentuated (edited):Our Desktop GPU sales nearly doubled year-over-year as sales of our Radeon 6000 Series graphics cards were strong. In mobile, the first notebooks featuring our latest Radeon 6000 mobile GPUs launched in the quarter, and we expect sales to ramp over the coming quarters. Data center graphics revenue was flat year-over-year as we launched our Instinct MI210 accelerators. There is some softness in the PC market. But we had, for the last number of quarters, actually been shifting our mix to the higher end or the more premium segments of the PC market, and so that's where more of our exposure is. (AMD's FQ1'22 earnings call)Furthermore,SIA accentuated that global semi sales in Q1 remained robust, despite digesting a whole month of the Russia-Ukraine conflict. It also reported that global semiconductor revenue was up by 1.1% MoM in March. Q1 sales were $151.7B, up 23% YoY and down just by 0.5% QoQ, due to seasonality from Q4. Furthermore, Europe was up 2.6% MoM in March, indicating continued strength. Therefore, we think the headwinds of a significant slowdown in semi sales have been overblown.Furthermore, even though the pricing trends for GPU were down significantly in March,the decline moderated in April, according to a Tom's Hardware update. Furthermore, it also highlighted that GPUs were still sold above MSRP in the current refresh cycle. It emphasized that \"GPU pricing would normally be 10 to 20% below MSRP at this point in the refresh cycle.\" In addition, we think AMD's robust showing in its GPU segment demonstrated that such fears had been overstated.Ada Lovelace Impending Release & H100 Price LeadershipFurthermore, investors should note that NVIDIA is expected to release its RTX-40 series Ada Lovelace GPU this fall. In addition, NVIDIA has reportedly started to test its AD102 GPU and is expected to be on track for its timely release. We believe the new release will likely generate much hype among bullish investors and help support NVDA stock moving forward.Furthermore, in a clear demonstration of price leadership and value, NVIDIA's H100 Hopper GPU 80GB accelerator was released at a price \"considerably more expensive\" than its A100 Ampere predecessor. Therefore, we believe NVIDIA has tremendous pricing power in its data center business, given the scale and differentiation of its Hopper architecture. As a result, investors should not understate its leadership in the data center GPU segment.Notably, we will also be looking to NVIDIA's design win updates for its highly anticipated automotive segment. Qualcomm (QCOM)updated in its FQ2 earnings card that its design pipeline has increased to $16B, from $3B previously. Qualcomm CEO Cristiano Amon is optimistic that its \"smartphone on wheels\" segment could even rival or trump its smartphone revenue over time.Investors should recall that NVIDIA estimated its automotive opportunity to be worth $300Bin its recent spring GTC update. Thus, we encourage investors to watch management's commentary on its automotive design wins in its Q1 card. We also believe the market has yet to fully appreciate what could be NVIDIA's most exciting revenue contributor, given its scale and rapid adoption.Is NVDA Stock A Buy, Sell, Or Hold?NVDA stock NTM FCF yield % and NTM normalized P/E (TIKR)NVDA stock price chart (TradingView)NVDA stock growth premium has been substantially digested due to the recent headwinds. As a result, its NTM FCF yield has moderated to 2.62%, in line with its 5Y mean of 2.63%. Furthermore, its NTM normalized P/E has also normalized to 34.78x, slightly below its 5Y mean of 39.93x.Of course, NVDA stock still traded well above its peers and the market. Therefore, investors should continue to expect near-term volatility. But, we are confident that its long-term thesis remains intact. And we think the recent headwinds over potential end demand weakness have been priced in.However, we observed a potent bull trap in NVDA stock post-GTC that seems to be digested. In addition, the stock seems to have found near-term support. Therefore, a further consolidation along the current levels should be helpful for NVDA stock moving forward.As such, we reiterate our Buy rating on NVDA stock.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068188163,"gmtCreate":1651735899052,"gmtModify":1676534958932,"author":{"id":"3575540109780565","authorId":"3575540109780565","name":"Xiong_X","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575540109780565","idStr":"3575540109780565"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068188163","repostId":"1190007574","repostType":2,"repost":{"id":"1190007574","kind":"news","pubTimestamp":1651720493,"share":"https://ttm.financial/m/news/1190007574?lang=&edition=fundamental","pubTime":"2022-05-05 11:14","market":"us","language":"en","title":"AMD Crushes Estimates; Time to Get In?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190007574","media":"TipRanks","summary":"The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’","content":"<div>\n<p>The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’s the case for Advanced Micro Devices, which recently posted its earnings report to investor acclaim...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>AMD Crushes Estimates; Time to Get In?</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\">\nAMD Crushes Estimates; Time to Get In?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’s the case for Advanced Micro Devices, which recently posted its earnings report to investor acclaim...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190007574","content_text":"The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’s the case for Advanced Micro Devices, which recently posted its earnings report to investor acclaim. The company saw its stock gain 9.1% on Wednesday.I’m bullish on AMD right now. That’s largely thanks to the perfect-storm combination of increasing use cases for processing chips and the declining supply. This should add up to be a great thing for anyone making chips – like AMD.The last 12 months for AMD have seen ups and downs alike, though mostly in equal measure. May to November of 2021 saw AMD climb sufficient to double its share price from May 2021. November to May 2022, however, saw most of those gains lost.The latest news, meanwhile, offers some hope for investors. The company posted an amazing earnings report that featured analyst projections shattered. AMD turned in $1.13 per share in earnings, which beat Street forecasts of $0.91.Revenue came in at $5.89 billion adjusted, which beat estimates calling for $5.52 billion. Revenue represented a gain of 71% against this time last year, and earnings were up a staggering 117%.Wall Street’s TakeTurning to Wall Street, AMD has a Moderate Buy consensus rating. That’s based on 14 Buys and eight Holds assigned in the past three months. The average Advanced Micro Devices price target of $134.11 implies 43.1% upside potential.Analyst price targets range from a low of $98 per share to a high of $200 per share.Investor Sentiment Looks Positive for the ChipmakerSometimes, investor sentiment isn’t that clear. Sometimes, it’s much more so. AMD investor sentiment, meanwhile, is mostly clear and mostly positive.First, let’s check out the retail investors who hold portfolios on TipRanks. Retail investor involvement has increased substantially over the last month, though it’s tapered off a bit in recent days. In the last seven days, TipRanks portfolios with AMD are up 1.6%. In the last 30 days, they’re up 6.9%.Then there’s the matter of hedge funds. Hedge funds are very interested in AMD, the TipRanks 13-F Tracker reveals. Hedge funds have put more cash behind AMD every quarter since March 2021.The bump up from March to June is small but present. More pronounced increases followed in the next two quarters. In fact, December 2021’s involvement level is nearly double what it was in December 2020.There are two downside points to consider, however. AMD doesn’t pay a dividend, and there are no signs of a dividend to come. That’s bad news for income investors. Then there’s the matter of insider trading at AMD.Insider trading in the last three months is evenly matched, with four buy transactions and four sell transactions. In the last year, there were 21 buy transactions and 42 sell transactions.It’s important to note, however, that that selling activity mainly took place during AMD’s big run-up back in the May to November 2021 corridor. The buying kicked in on the downside, which is reasonable behavior for any investor.The Chip Shortage Continues, Making AMD’s Future BrighterThe good news—though it’s backhanded good news at best—is that the chip shortage is likely to continue for some time. Intel CEO Pat Gelsinger suggests that the chip shortage is likely to continue until at least 2024. Gelsinger suggests that “…constrained availability of key manufacturing tools” will become an issue.Meanwhile, Ford reported a 10.5% sales decline. Though this was a smaller sales loss than had been seen earlier, the chip shortage was still hurting car supplies. Supplies of PlayStation 5 units will likely continue to see shortfalls going into 2024 as well, reports note.Take these factors together, and suddenly, things look good for AMD. Not only will there be steady and rising demand for all its products—AMD itself looks for gains from increasing demand from data centers—but the ability of other firms to join the fray and pull market share will decline as well. That should open up a new opportunity for AMD to sell about as much as it can produce.Basically, there’s more demand than ever for chips. There’s a growing demand for things that you wouldn’t expect to have a chip in them but do somehow (like cars). There’s a growing demand for gaming consoles; the new console versions are spiking demand, especially with lingering concerns over COVID-19.Take the combination of ongoing high demand for AMD products, a declining number of firms that can even get into the market, and AMD’s recent drop in value over April, and that certainly suggests a course of action.Granted, some are concerned about the impacts of inflation on chip demand, and with good reason. When people are struggling to buy food, they’re not going to be too interested in a new computer.However, consider how wide the demand/supply gap is right now. Consider Ford’s “Ice Mountain.” Back in February, an array of new Broncos sat in an outdoor lot, awaiting the last chips needed to complete them.While inflation will certainly have an impact, it’s safe to say that the demand right now is sufficiently broad that it can accommodate a little inflation-fueled loss.Concluding ViewsDemand for computers is brisk across virtually every sector of the economy. Big data systems demand computers to search for actionable patterns. Smart homes need computers to operate their various voice-controlled systems. Gamers need computers to play the latest titles. The list just keeps going.With all these use cases on AMD’s side, even some inflation-induced losses aren’t likely to slow the overall trajectory of demand very much. That, combined with some attractive per-share pricing right now that’s well under highs, makes for a combination that’s hard to resist. That’s exactly why I’m bullish on AMD.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061558541,"gmtCreate":1651651615804,"gmtModify":1676534942489,"author":{"id":"3575540109780565","authorId":"3575540109780565","name":"Xiong_X","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575540109780565","idStr":"3575540109780565"},"themes":[],"htmlText":"Great!!!!!","listText":"Great!!!!!","text":"Great!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061558541","repostId":"1154843702","repostType":2,"repost":{"id":"1154843702","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651651440,"share":"https://ttm.financial/m/news/1154843702?lang=&edition=fundamental","pubTime":"2022-05-04 16:04","market":"us","language":"en","title":"AMD Jumps 6% on Beat-and-Raise Earnings as Revenues Rise 71% Amid Xilinx Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1154843702","media":"Tiger Newspress","summary":"AMD shares jumped over 6% in premarket trading following a strong beat-and-raise first quarter.Non-G","content":"<html><head></head><body><p>AMD shares jumped over 6% in premarket trading following a strong beat-and-raise first quarter.<img src=\"https://static.tigerbbs.com/6999a0b018f0832cec7c9532789ff7ef\" tg-width=\"841\" tg-height=\"659\" width=\"100%\" height=\"auto\"/>Non-GAAP net income for Q1 was $1.13 per share, well above the consensus of $0.91. Revenue rose 71% to $5.9 billion and included partial quarter financial results from the Xilinx merger.</p><p>&#34;The first quarter marked a significant inflection point in our journey to scale and transform AMD as we delivered record revenue and closed our strategic acquisition of Xilinx,&#34; said AMD Chair and CEO Dr. Lisa Su. &#34;Each of our businesses grew by a significant double digit percentage year-over-year, led by EPYC server processor revenue more than doubling for the third straight quarter. Demand remains strong for our leadership products, with our increased full-year guidance reflecting higher AMD organic growth and the addition of the growing Xilinx business.&#34;</p><p>For the second quarter, AMD sees revenue up approximately 69% year-over-year and approximately 10% quarter-over-quarter to $6.3-$6.7 billion, or $6.5 billion at the mid-point, above the consensus of $6.38 billion. The increase is expected to be driven by the addition of Xilinx and higher server, semi-custom and client revenue.</p><p>For the year, AMD sees revenue up approximately 60% to $26.3 billion versus the consensus of $25.15 billion. The results are seen driven by the addition of Xilinx and higher server and semi-custom revenue.</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>AMD Jumps 6% on Beat-and-Raise Earnings as Revenues Rise 71% Amid Xilinx Deal</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\">\nAMD Jumps 6% on Beat-and-Raise Earnings as Revenues Rise 71% Amid Xilinx Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-04 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD shares jumped over 6% in premarket trading following a strong beat-and-raise first quarter.<img src=\"https://static.tigerbbs.com/6999a0b018f0832cec7c9532789ff7ef\" tg-width=\"841\" tg-height=\"659\" width=\"100%\" height=\"auto\"/>Non-GAAP net income for Q1 was $1.13 per share, well above the consensus of $0.91. Revenue rose 71% to $5.9 billion and included partial quarter financial results from the Xilinx merger.</p><p>&#34;The first quarter marked a significant inflection point in our journey to scale and transform AMD as we delivered record revenue and closed our strategic acquisition of Xilinx,&#34; said AMD Chair and CEO Dr. Lisa Su. &#34;Each of our businesses grew by a significant double digit percentage year-over-year, led by EPYC server processor revenue more than doubling for the third straight quarter. Demand remains strong for our leadership products, with our increased full-year guidance reflecting higher AMD organic growth and the addition of the growing Xilinx business.&#34;</p><p>For the second quarter, AMD sees revenue up approximately 69% year-over-year and approximately 10% quarter-over-quarter to $6.3-$6.7 billion, or $6.5 billion at the mid-point, above the consensus of $6.38 billion. The increase is expected to be driven by the addition of Xilinx and higher server, semi-custom and client revenue.</p><p>For the year, AMD sees revenue up approximately 60% to $26.3 billion versus the consensus of $25.15 billion. The results are seen driven by the addition of Xilinx and higher server and semi-custom revenue.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154843702","content_text":"AMD shares jumped over 6% in premarket trading following a strong beat-and-raise first quarter.Non-GAAP net income for Q1 was $1.13 per share, well above the consensus of $0.91. Revenue rose 71% to $5.9 billion and included partial quarter financial results from the Xilinx merger.\"The first quarter marked a significant inflection point in our journey to scale and transform AMD as we delivered record revenue and closed our strategic acquisition of Xilinx,\" said AMD Chair and CEO Dr. Lisa Su. \"Each of our businesses grew by a significant double digit percentage year-over-year, led by EPYC server processor revenue more than doubling for the third straight quarter. Demand remains strong for our leadership products, with our increased full-year guidance reflecting higher AMD organic growth and the addition of the growing Xilinx business.\"For the second quarter, AMD sees revenue up approximately 69% year-over-year and approximately 10% quarter-over-quarter to $6.3-$6.7 billion, or $6.5 billion at the mid-point, above the consensus of $6.38 billion. The increase is expected to be driven by the addition of Xilinx and higher server, semi-custom and client revenue.For the year, AMD sees revenue up approximately 60% to $26.3 billion versus the consensus of $25.15 billion. The results are seen driven by the addition of Xilinx and higher server and semi-custom revenue.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060532432,"gmtCreate":1651163169048,"gmtModify":1676534862159,"author":{"id":"3575540109780565","authorId":"3575540109780565","name":"Xiong_X","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575540109780565","idStr":"3575540109780565"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060532432","repostId":"1192830525","repostType":4,"repost":{"id":"1192830525","kind":"news","pubTimestamp":1651159867,"share":"https://ttm.financial/m/news/1192830525?lang=&edition=fundamental","pubTime":"2022-04-28 23:31","market":"us","language":"en","title":"Down 75%, Here's Why Netflix Could Become an Unstoppable Dividend Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1192830525","media":"Motley Fool","summary":"Netflix could potentially better serve investors as a dividend stock with a moderate growth rate.","content":"<div>\n<p>Netflix is often viewed as a growth stock. And like many growth-oriented companies, it has never paid a dividend or considered paying a dividend.But the reality is that the company isn't growing as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/down-75-heres-why-netflix-could-become-an-unstoppa/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 75%, Here's Why Netflix Could Become an Unstoppable Dividend 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\">\nDown 75%, Here's Why Netflix Could Become an Unstoppable Dividend Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/28/down-75-heres-why-netflix-could-become-an-unstoppa/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix is often viewed as a growth stock. And like many growth-oriented companies, it has never paid a dividend or considered paying a dividend.But the reality is that the company isn't growing as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/down-75-heres-why-netflix-could-become-an-unstoppa/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/04/28/down-75-heres-why-netflix-could-become-an-unstoppa/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192830525","content_text":"Netflix is often viewed as a growth stock. And like many growth-oriented companies, it has never paid a dividend or considered paying a dividend.But the reality is that the company isn't growing as quickly as it did. And there's reason to believe it may never get back to the good ol' days of growing revenue by over 200% in five years -- as it did from 2016 through 2021.Here's why Netflix should consider implementing a dividend and why that move could be great for investors.IMAGE SOURCE: GETTY IMAGES.Pricing pressureNetflix deserves credit for revolutionizing home entertainment -- first through on-demand DVDs delivered to your door and then through streaming. Unfortunately for Netflix, other companies have come to realize how attractive a subscription-based streaming model is. And that has made the streaming service industry more crowded than ever.In the past, Netflix generated recurring revenue streams from existing subscribers and fueled its growth by obtaining new subscribers and raising prices. According to data byThe Verge, Netflix's January 2022 price bump represents a 40% increase compared to October 2017 for its premium price point and its standard option. Premium is now $19.99 per month and standard is $15.49. Meanwhile, the basic plan is $9.99 per month, representing a 25% increase.All this is to say that Netflix had already raised prices by a considerable amountbeforeinflation started accelerating, which leaves less room to raise prices later this year or even next year.The big question looming over Netflix is whether it can get back to a 20% or preferably 30%-plus annual revenue growth rate. Given the fact that Netflix lost subscribers in Q1 after raising prices in January, it does appear that there is a limit to how much Netflix can pressure customers before some of them decide the service is just too expensive.In many ways, Netflix stock deserved to get torched. Not only has the streaming industry become saturated, but demand for consumers' attention is also high. Netflix isn't just competing with other streaming services -- it's competing with any company whose products and services are used by consumers for entertainment. That includes YouTube (part of Alphabet), video games, sports, and even social media.Netflix retains and gains subscribers by producing new content that they enjoy. In this vein, it doesn't matter if consumers are watching a rival streaming service or are simply using Meta Platforms' Instagram instead of watching Netflix.The calculation can all be boiled down to one simple point -- are subscribers watching Netflix more or less? If they are watching Netflix less, for whatever reason, that is bad for the company. The risk going forward is that folks will have more home entertainment options outside of Netflix, which will pressure its ability to gain and retain subscribers and raise prices.The way outGiven the state of the streaming industry and where it is going from here, it seems that Netflix's domination days are over. Instead of clinging on to what was, I think it's time for Netflix to move on toward its next chapter as a company -- the chapter of moderate growth and strong profitability.For starters, Netflix could try to reel in its content spending and only produce its best ideas instead of doing what it does now, which is more or less throwing a bunch of shows and movies at the wall and hoping a few of them stick.Secondly, Netflix could begin to pay a dividend. The company is guiding for $15.9 billion in first-half 2022 revenue and $3.7 billion in operating income. That means it plans to spend $12.2 billion in the first half of this year alone. In 2021, Netflix booked $6.2 billion in operating income off $29.7 billion in revenue, meaning it spent $23.5 billion.Netflix can easily afford to pay at least $3 billion a year in dividends by cutting its content budget by 15% and only producing its best ideas. That would give Netflix over a 3% dividend yield. As Netflix returns to consistent, positive free cash flow, it can also consider repurchasing some of its stock at discounted levels.The point here is that there are plenty of ways in which Netflix can reward its shareholders instead of the entire investment thesis hinging on its growth. There are many mature companies with low growth rates that pay dividends. And given that Netflix stock is now at its least expensive valuation in nine years -- with a price-to-sales ratio of just 2.8 and a price-to-earnings ratio of just 17.2 -- it makes sense that the company could consider a dividend and buying back some of its stock.Where to go from here?Netflix is part of a long list of growth stocks that were once market darlings and have now seen their share prices cut by 70% or more. In bear markets,fundamentals are put to the test, and valuations compress. Netflix stock is now much more attractive at its lower price. The company has its issues, but it remains one of the most powerful media companies in the world.If Netflix continues to ramp up spending in a desperate effort to grow its subscribers, it would be a red flag that the company does not understand it is time to shift to a new strategy. If, on the other hand, Netflix reels in spending and considers other options, like an acquisition target such as Spotify or repurchasing stock and paying a dividend, it would bolster the long-term investment thesis for the company.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060097011,"gmtCreate":1651068027865,"gmtModify":1676534843690,"author":{"id":"3575540109780565","authorId":"3575540109780565","name":"Xiong_X","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575540109780565","idStr":"3575540109780565"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060097011","repostId":"1115718610","repostType":4,"repost":{"id":"1115718610","kind":"news","pubTimestamp":1651061650,"share":"https://ttm.financial/m/news/1115718610?lang=&edition=fundamental","pubTime":"2022-04-27 20:14","market":"us","language":"en","title":"3 Ways Netflix Can Bounce Back After the Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1115718610","media":"Motley Fool","summary":"A few changes in strategy could reignite the stock.","content":"<div>\n<p>KEY POINTSNetflix's $18 billion content budget is much too bloated.Advertising could be a major revenue stream.Improving its recommendation system would improve customer satisfaction and subscriber ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/27/3-ways-netflix-can-bounce-back/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Ways Netflix Can Bounce Back After the Crash</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; 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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\">\n3 Ways Netflix Can Bounce Back After the Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 20:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/27/3-ways-netflix-can-bounce-back/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNetflix's $18 billion content budget is much too bloated.Advertising could be a major revenue stream.Improving its recommendation system would improve customer satisfaction and subscriber ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/27/3-ways-netflix-can-bounce-back/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/04/27/3-ways-netflix-can-bounce-back/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115718610","content_text":"KEY POINTSNetflix's $18 billion content budget is much too bloated.Advertising could be a major revenue stream.Improving its recommendation system would improve customer satisfaction and subscriber growth.Netflix shares are reeling after last week's big flop in its earnings report.The stock is down about 40% in just a few days, and is off about 70% from its peak last November. A surprise drop in subscribers torched the leading streamer, and the narrative that it could grow consistently as the streaming market expanded now looks broken.It's not a surprise that Netflix plunged, but it's a mistake to write off the one-time market darling. Here are three reasons why Netflix stock could recover.IMAGE SOURCE: NETFLIX.1. There's a lot of content fat to trimNetflix plans to spend $18 billion on programming this year. To put that in perspective, that's roughly equal to the budgets for the 60 most expensive movies ever made.Netflix makes more than movies, of course, but $18 billion seems excessive, especially for content that lives almost entirely on Netflix itself, rather than in movie theaters or cable networks. The company ramped up content spending for years, arguing that more content drove subscription growth, but that strategy now appears to have reached its endpoint.Netflix recognizes it needs to spend more efficiently on content, something that never seemed to be a priority before, and the company is already taking steps to do that. According to The Wall Street Journal, it's now prioritizing return on investment instead of reach, and plans to focus on quality rather than quantity.As the success of other streaming platforms has shown, you only need one or two hits to attract subscribers, and much of the content on Netflix gets lost as there's no easy way to view the full catalog. While management hasn't said it will slash content spending, it did indicate on the earnings call that it would hold it back, at least until it reaccelerates revenue growth.Improving ROI in content should be low-hanging fruit for the company, as there appear to be plenty of flops on the service -- like \"He's Expecting,\" a Japanese show about a man who gets pregnant, which gets just a 1.1 out of 10 on IMDB.2. Advertising is comingNetflix has long resisted advertising, as co-CEO Reed Hastings has said he prefers the simplicity of the company's subscriber model. But with subscriber growth stagnating, the company looks ready to change course. On the earnings call, Hastings said, \"Allowing consumers who would like to have a lower price and are advertising-tolerant [to] get what they want makes a lot of sense. So that's something we're looking at now. We're trying to figure out over the next year or two. But think of us as quite open to offering even lower prices with advertising as a consumer choice.\"A lower-tier advertising plan makes sense for Netflix. It would help the company combat the challenge it's facing with password sharing, and the ad-tier model has been proven to work elsewhere. Hulu, for example, makes about the same in revenue from its ad subscriptions that it does from ad-free subscriptions. Diversifying revenue streams also seems like a smart move, especially as subscriber growth no longer seems reliable. Advertisers are likely eager to get on Netflix, which has a unique reach with more than 200 million global subscribers and in-depth knowledge of their viewing habits.Offering an ad tier will likely give Netflix another high-margin revenue stream.3. Fixing recommendationsOne longtime challenge for Netflix has been its recommendation engine. Every user gets a different set of movies and TV shows displayed to them when they log in, but Netflix isn't always so good at finding something you want to watch. Users regularly complain that there's nothing good on the service, and its massive library tends to get lost in a menu that shows comparatively few choices.In the letter to shareholders, management said it was focused in particular on improving the \"quality of programming and recommendations.\" The company also said it was introducing a feature called \"double thumbs up\" to help users tell them what their favorite shows and movies are.It's been years since Netflix introduced a major product change, and it seems long overdue. Improving recommendations may not be easy, but it's a problem well worth tackling. In order for Netflix to provide value, the only two things it really needs to do is create content users want to watch and make it easy for them to find it.Management seemed to think that it would take a year or two to get these changes in place to reaccelerate subscriber growth -- so a turnaround won't be sudden, but Netflix clearly isn't standing still.The good news is that the streaming stock trades for less than 20 times trailing earnings. If management executes, the stock could reclaim its previous heights in a few years.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086133211,"gmtCreate":1650420310982,"gmtModify":1676534720320,"author":{"id":"3575540109780565","authorId":"3575540109780565","name":"Xiong_X","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575540109780565","idStr":"3575540109780565"},"themes":[],"htmlText":"That's bad","listText":"That's bad","text":"That's bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086133211","repostId":"2228911690","repostType":4,"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081591310,"gmtCreate":1650250038449,"gmtModify":1676534679138,"author":{"id":"3575540109780565","authorId":"3575540109780565","name":"Xiong_X","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575540109780565","idStr":"3575540109780565"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081591310","repostId":"2227600101","repostType":2,"isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}