Anh personal page - To The Moon

Anh

No personal profile

110Follow

13Followers

1Topic

0Badge

02-02

$Palantir Technologies Inc.(PLTR)$ Time to resume weekly DCA?

01-27

$NEBIUS(NBIS)$ or IREN? 🤔

01-19

$IONQ Inc.(IONQ)$

01-12

$IREN Ltd(IREN)$

01-12

$IREN Ltd(IREN)$

01-05

$Rocket Lab USA, Inc.(RKLB)$

2025-12-29

$NEBIUS(NBIS)$ Buy the dips!

2025-12-22

$Rocket Lab USA, Inc.(RKLB)$

2025-12-15

$AST SpaceMobile, Inc.(ASTS)$

2025-12-08

$Rocket Lab USA, Inc.(RKLB)$ Buy buy buy buy buy

2025-12-01

$Rocket Lab USA, Inc.(RKLB)$ Perfect opportunity to buy in if you haven't 😁

2025-11-24

$Micron Technology(MU)$

2025-11-17

2025-11-13

Great article, would you like to share it?

@Tiger_Contra:💥"Pharma Heaven & Hell": MRK & AMGN Lead Dow, LLY Hits ATH, Health Insurance Plunges

2025-11-10

2025-11-03

$IREN Ltd(IREN)$

2025-10-27

$AST SpaceMobile, Inc.(ASTS)$

2025-10-20

$Rocket Lab USA, Inc.(RKLB)$

2025-10-18

Great article, would you like to share it?

@OguzO Capitalist:UNH: High Potential to Buy!

2025-10-13

$VIRIDIS MINING AND MINERALS LIMITED(VMM.AU)$

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3555249757581559","uuid":"3555249757581559","gmtCreate":1592155735342,"gmtModify":1592155735342,"name":"Anh","pinyin":"anh","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":13,"headSize":110,"tweetSize":0,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.17","exceedPercentage":"93.81%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.43%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":40,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":528138588165696,"gmtCreate":1769962166355,"gmtModify":1769962169858,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> Time to resume weekly DCA?&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> Time to resume weekly DCA?&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ Time to resume weekly DCA?","images":[{"img":"https://community-static.tradeup.com/news/3123c3fc25b511dc921932cb4fde1ce6","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528138588165696","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":526234006705416,"gmtCreate":1769507974730,"gmtModify":1769507977863,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a> or IREN? 🤔","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a> or IREN? 🤔","text":"$NEBIUS(NBIS)$ or IREN? 🤔","images":[{"img":"https://community-static.tradeup.com/news/fcdb04b980f8fd655dba48a8b9dacc68","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526234006705416","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":523146420008104,"gmtCreate":1768756526401,"gmtModify":1768756529473,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/IONQ\">$IONQ Inc.(IONQ)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/IONQ\">$IONQ Inc.(IONQ)$ </a>&nbsp;","text":"$IONQ Inc.(IONQ)$","images":[{"img":"https://community-static.tradeup.com/news/3c4ac8fc31f4f2c40be3d8ae5800dbf2","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523146420008104","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":520998400279648,"gmtCreate":1768225321103,"gmtModify":1768225323619,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$ </a>&nbsp;","text":"$IREN Ltd(IREN)$","images":[{"img":"https://community-static.tradeup.com/news/50619a956b3b68ce851cbb0f01936437","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520998400279648","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":520980193210608,"gmtCreate":1768220838808,"gmtModify":1768220841922,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$ </a>&nbsp;","text":"$IREN Ltd(IREN)$","images":[{"img":"https://community-static.tradeup.com/news/c5985fdd58b861a493e669a0d1dc26d3","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520980193210608","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":518231003328976,"gmtCreate":1767544247049,"gmtModify":1767544249678,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a>&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$","images":[{"img":"https://community-static.tradeup.com/news/f23ed047a330888975939448d96c84ef","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518231003328976","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":516096510558280,"gmtCreate":1767020763545,"gmtModify":1767020766961,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a> Buy the dips!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a> Buy the dips!&nbsp;","text":"$NEBIUS(NBIS)$ Buy the dips!","images":[{"img":"https://community-static.tradeup.com/news/954d917cd9fdee65586226bedd3e5b30","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516096510558280","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":513469112746080,"gmtCreate":1766386222200,"gmtModify":1766386225208,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a>&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$","images":[{"img":"https://community-static.tradeup.com/news/b343ca35af1f79914e9ace177871e251","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/513469112746080","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":510837581755072,"gmtCreate":1765729912593,"gmtModify":1765729915627,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a>&nbsp;","text":"$AST SpaceMobile, Inc.(ASTS)$","images":[{"img":"https://community-static.tradeup.com/news/afd0bb8483d8828a350b01bae09e71d1","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/510837581755072","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":508339260789608,"gmtCreate":1765128084065,"gmtModify":1765184884181,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Buy buy&nbsp;buy buy buy","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Buy buy&nbsp;buy buy buy","text":"$Rocket Lab USA, Inc.(RKLB)$ Buy buy buy buy buy","images":[{"img":"https://community-static.tradeup.com/news/d333181a7ef28d02536cdb905ec301d0","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508339260789608","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":506094942068832,"gmtCreate":1764588359500,"gmtModify":1764664321276,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Perfect opportunity to buy in if you haven't 😁","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Perfect opportunity to buy in if you haven't 😁","text":"$Rocket Lab USA, Inc.(RKLB)$ Perfect opportunity to buy in if you haven't 😁","images":[{"img":"https://community-static.tradeup.com/news/bcdfa1d8784c0e13974699d8ba168ded","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/506094942068832","isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Going to $100 next year","text":"Going to $100 next year","html":"Going to $100 next year"},{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"Buy, buy, buy! I feel think they have some good news on the horizon.","text":"Buy, buy, buy! I feel think they have some good news on the horizon.","html":"Buy, buy, buy! I feel think they have some good news on the horizon."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":503427935126072,"gmtCreate":1763915810217,"gmtModify":1763915813765,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$ </a>&nbsp;","text":"$Micron Technology(MU)$","images":[{"img":"https://community-static.tradeup.com/news/a06413ae9903e8b9ab3be4c1caf22cb9","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503427935126072","isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":501114367329064,"gmtCreate":1763384090669,"gmtModify":1763384093816,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a>&nbsp;","text":"$NEBIUS(NBIS)$","images":[{"img":"https://community-static.tradeup.com/news/fde54341dabd9a65041f4a6d29cd3571","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501114367329064","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":499789084156464,"gmtCreate":1763043800522,"gmtModify":1763043804184,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499789084156464","repostId":"499396482224456","repostType":1,"repost":{"id":499396482224456,"gmtCreate":1762942548192,"gmtModify":1762942578856,"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010961","idStr":"10000000000010961"},"themes":[],"title":"💥\"Pharma Heaven & Hell\": MRK & AMGN Lead Dow, LLY Hits ATH, Health Insurance Plunges","htmlText":"[Allin]Hey~Tigers: The pharma sector is currently experiencing a \"heaven and hell\" divergence. On one side, <a href=\"https://ttm.financial/S/MRK\">$Merck(MRK)$</a> and <a href=\"https://ttm.financial/S/AMGN\">$Amgen(AMGN)$</a> enjoy safe-haven premiums, <a href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a> hits new highs on GLP-1 deal certainty; on the other side, health insurance faces a business model collapse due to Trump's \"direct subsidy payment\" rhetoric. Investors must watch policy signals closely to avoid walking a tightrope between innovative drug dividends and policy risks.This article focuses on:Market Overview: Dow Hits New High, Pharma Sector EmergesGLP-1 Weight Loss Drug Market Upheaval: Government Price-Cut Deal Impacts Lilly, Novo Nordisk Competitive LandscapeTrump's Comm","listText":"[Allin]Hey~Tigers: The pharma sector is currently experiencing a \"heaven and hell\" divergence. On one side, <a href=\"https://ttm.financial/S/MRK\">$Merck(MRK)$</a> and <a href=\"https://ttm.financial/S/AMGN\">$Amgen(AMGN)$</a> enjoy safe-haven premiums, <a href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a> hits new highs on GLP-1 deal certainty; on the other side, health insurance faces a business model collapse due to Trump's \"direct subsidy payment\" rhetoric. Investors must watch policy signals closely to avoid walking a tightrope between innovative drug dividends and policy risks.This article focuses on:Market Overview: Dow Hits New High, Pharma Sector EmergesGLP-1 Weight Loss Drug Market Upheaval: Government Price-Cut Deal Impacts Lilly, Novo Nordisk Competitive LandscapeTrump's Comm","text":"[Allin]Hey~Tigers: The pharma sector is currently experiencing a \"heaven and hell\" divergence. On one side, $Merck(MRK)$ and $Amgen(AMGN)$ enjoy safe-haven premiums, $Eli Lilly(LLY)$ hits new highs on GLP-1 deal certainty; on the other side, health insurance faces a business model collapse due to Trump's \"direct subsidy payment\" rhetoric. Investors must watch policy signals closely to avoid walking a tightrope between innovative drug dividends and policy risks.This article focuses on:Market Overview: Dow Hits New High, Pharma Sector EmergesGLP-1 Weight Loss Drug Market Upheaval: Government Price-Cut Deal Impacts Lilly, Novo Nordisk Competitive LandscapeTrump's Comm","images":[{"img":"https://community-static.tradeup.com/news/3f1b4f6b5fc9c775bec7d904c9a88171"},{"img":"https://community-static.tradeup.com/news/5fe69ff8cb74a97a8b06a54fe12b402b"},{"img":"https://community-static.tradeup.com/news/5d642938c7ba6c6e417007d3f4fbba15"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499396482224456","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":498437057667952,"gmtCreate":1762711159882,"gmtModify":1762711162863,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a>&nbsp;","text":"$NEBIUS(NBIS)$","images":[{"img":"https://community-static.tradeup.com/news/c6937d3346b77c884c8f6ce8f6e1159c","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/498437057667952","isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":496244361061256,"gmtCreate":1762175863460,"gmtModify":1762175865974,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$ </a>&nbsp;","text":"$IREN Ltd(IREN)$","images":[{"img":"https://community-static.tradeup.com/news/7c3aa44d3a3a7f0977e6eeec97710ce3","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496244361061256","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":493671308816504,"gmtCreate":1761547873899,"gmtModify":1761547876416,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a>&nbsp;","text":"$AST SpaceMobile, Inc.(ASTS)$","images":[{"img":"https://community-static.tradeup.com/news/8286d328c3e83c761362e4b9cdfd2339","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/493671308816504","isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490979031511584,"gmtCreate":1760891326939,"gmtModify":1760891329392,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a>&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$","images":[{"img":"https://community-static.tradeup.com/news/dc1d9913e2662ad49c19ad135a034cc4","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490979031511584","isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490463851774560,"gmtCreate":1760765434633,"gmtModify":1760765438374,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490463851774560","repostId":"490262709514592","repostType":1,"repost":{"id":490262709514592,"gmtCreate":1760712555667,"gmtModify":1760713458185,"author":{"id":"10000000000011059","authorId":"10000000000011059","name":"OguzO Capitalist","avatar":"https://community-static.tradeup.com/news/27d9a0b39634961f1b2fc3417b5abd53","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011059","idStr":"10000000000011059"},"themes":[],"title":"UNH: High Potential to Buy!","htmlText":"1.Here is how I see the market right now:- The overall market is expensive.- Inflation may tick up soon due to tariffs, etc.- Commercial credit is weaker than consumer credit.This is a time to think more defensively than offensively.Healthcare is there for defensive positioning, trading at just 17× forward earnings versus 23× for the S&amp;P.The largest healthcare providers are still down about 40% from their highs, and they are guiding for growth next year.Hedge funds are buying, members of Congress are buying, and even Buffett is buying.I think the sector deserves some attention now.Especially <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> .Line chart titled S and P 500 versus Health Care Forward P E dated October 10 2024, showing red line for S and P 500 forward P E and b","listText":"1.Here is how I see the market right now:- The overall market is expensive.- Inflation may tick up soon due to tariffs, etc.- Commercial credit is weaker than consumer credit.This is a time to think more defensively than offensively.Healthcare is there for defensive positioning, trading at just 17× forward earnings versus 23× for the S&amp;P.The largest healthcare providers are still down about 40% from their highs, and they are guiding for growth next year.Hedge funds are buying, members of Congress are buying, and even Buffett is buying.I think the sector deserves some attention now.Especially <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> .Line chart titled S and P 500 versus Health Care Forward P E dated October 10 2024, showing red line for S and P 500 forward P E and b","text":"1.Here is how I see the market right now:- The overall market is expensive.- Inflation may tick up soon due to tariffs, etc.- Commercial credit is weaker than consumer credit.This is a time to think more defensively than offensively.Healthcare is there for defensive positioning, trading at just 17× forward earnings versus 23× for the S&P.The largest healthcare providers are still down about 40% from their highs, and they are guiding for growth next year.Hedge funds are buying, members of Congress are buying, and even Buffett is buying.I think the sector deserves some attention now.Especially $UnitedHealth(UNH)$ .Line chart titled S and P 500 versus Health Care Forward P E dated October 10 2024, showing red line for S and P 500 forward P E and b","images":[{"img":"https://community-static.tradeup.com/news/3464df43f07ece8bbb665bb661138a9e","width":"900","height":"506"},{"img":"https://community-static.tradeup.com/news/b81d3969f24d8a4bb697b8793babe307","width":"900","height":"634"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490262709514592","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":488501208748688,"gmtCreate":1760286274452,"gmtModify":1760319330117,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VMM.AU\">$VIRIDIS MINING AND MINERALS LIMITED(VMM.AU)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/VMM.AU\">$VIRIDIS MINING AND MINERALS LIMITED(VMM.AU)$ </a>&nbsp;","text":"$VIRIDIS MINING AND MINERALS LIMITED(VMM.AU)$","images":[{"img":"https://community-static.tradeup.com/news/0a6db7065c61c89bfaf27913a4eb0649","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/488501208748688","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":454122219298912,"gmtCreate":1751900348861,"gmtModify":1751947747168,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> What's it gonna be after Neutron?&nbsp;","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> What's it gonna be after Neutron?&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$ What's it gonna be after Neutron?","images":[{"img":"https://community-static.tradeup.com/news/11ef23177fabf262eeebb997f8c8621c","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":75,"commentSize":3,"repostSize":24,"link":"https://ttm.financial/post/454122219298912","isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Anyone buy the RKLX 2x ETF in April? It's up 240% in 3 months !!","text":"Anyone buy the RKLX 2x ETF in April? It's up 240% in 3 months !!","html":"Anyone buy the RKLX 2x ETF in April? It's up 240% in 3 months !!"},{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010955","idStr":"10000000000010955"},"content":"Nice! How do you see the future trend of this stock?","text":"Nice! How do you see the future trend of this stock?","html":"Nice! How do you see the future trend of this stock?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":468672103280928,"gmtCreate":1755446652056,"gmtModify":1755522110487,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Golden Dome ftw!&nbsp;","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Golden Dome ftw!&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$ Golden Dome ftw!","images":[{"img":"https://community-static.tradeup.com/news/738f0f075d194b9390b0cbb1d6d7dabb","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":141,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/468672103280928","isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010955","idStr":"10000000000010955"},"content":"Wow, I believe RKLB still has room to rise.","text":"Wow, I believe RKLB still has room to rise.","html":"Wow, I believe RKLB still has room to rise."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":408155468079280,"gmtCreate":1740636572314,"gmtModify":1740638003752,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Long this stock!&nbsp;This is a good time to accumulate if you're bullish on the space industry.&nbsp;","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Long this stock!&nbsp;This is a good time to accumulate if you're bullish on the space industry.&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$ Long this stock! This is a good time to accumulate if you're bullish on the space industry.","images":[{"img":"https://community-static.tradeup.com/news/c7226aba1fabf2fb965dc0574cfd9dd2","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":1,"repostSize":22,"link":"https://ttm.financial/post/408155468079280","isVote":1,"tweetType":1,"viewCount":3087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":419438286873056,"gmtCreate":1743433089531,"gmtModify":1743476538609,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Down but not out!&nbsp;","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Down but not out!&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$ Down but not out!","images":[{"img":"https://community-static.tradeup.com/news/9af0506dccf403dcce0061655073c037","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/419438286873056","isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Hold your shares, I’m buying, market will bounce back quickly once tariffs agreements are in place","text":"Hold your shares, I’m buying, market will bounce back quickly once tariffs agreements are in place","html":"Hold your shares, I’m buying, market will bounce back quickly once tariffs agreements are in place"},{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"Ill keep adding. But I'm waiting for the bottom and we aren't there yet. Hold those shares","text":"Ill keep adding. But I'm waiting for the bottom and we aren't there yet. Hold those shares","html":"Ill keep adding. But I'm waiting for the bottom and we aren't there yet. Hold those shares"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":451332872880584,"gmtCreate":1751214119001,"gmtModify":1751341460086,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a> US Space Force is rethinking plans for satellite communications. There's potential for ASTS to be part of the US' MILNET systems. Add that to the recent proof of concept/field test using Bluebird to beam comms to an unmodified mobile device, there's sufficient impetus for any investor to be bullish on this stock 🙂","listText":"<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a> US Space Force is rethinking plans for satellite communications. There's potential for ASTS to be part of the US' MILNET systems. Add that to the recent proof of concept/field test using Bluebird to beam comms to an unmodified mobile device, there's sufficient impetus for any investor to be bullish on this stock 🙂","text":"$AST SpaceMobile, Inc.(ASTS)$ US Space Force is rethinking plans for satellite communications. There's potential for ASTS to be part of the US' MILNET systems. Add that to the recent proof of concept/field test using Bluebird to beam comms to an unmodified mobile device, there's sufficient impetus for any investor to be bullish on this stock 🙂","images":[{"img":"https://community-static.tradeup.com/news/67eb1d327502b20dbf0e8345135e2af2","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":5,"repostSize":5,"link":"https://ttm.financial/post/451332872880584","isVote":1,"tweetType":1,"viewCount":2063,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Back to the $30s today. Under $20 end of next week.","text":"Back to the $30s today. Under $20 end of next week.","html":"Back to the $30s today. Under $20 end of next week."},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Can we see $60 or above per share ASAP!","text":"Can we see $60 or above per share ASAP!","html":"Can we see $60 or above per share ASAP!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":409615343280344,"gmtCreate":1741013100672,"gmtModify":1741077327014,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Generational wealth in the making 😁🤞🤞","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Generational wealth in the making 😁🤞🤞","text":"$Rocket Lab USA, Inc.(RKLB)$ Generational wealth in the making 😁🤞🤞","images":[{"img":"https://community-static.tradeup.com/news/c86fa4e1a9f6309ea597167136ba8f8e","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409615343280344","isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":506094942068832,"gmtCreate":1764588359500,"gmtModify":1764664321276,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Perfect opportunity to buy in if you haven't 😁","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Perfect opportunity to buy in if you haven't 😁","text":"$Rocket Lab USA, Inc.(RKLB)$ Perfect opportunity to buy in if you haven't 😁","images":[{"img":"https://community-static.tradeup.com/news/bcdfa1d8784c0e13974699d8ba168ded","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/506094942068832","isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Going to $100 next year","text":"Going to $100 next year","html":"Going to $100 next year"},{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"Buy, buy, buy! I feel think they have some good news on the horizon.","text":"Buy, buy, buy! I feel think they have some good news on the horizon.","html":"Buy, buy, buy! I feel think they have some good news on the horizon."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":357835786068344,"gmtCreate":1728399037684,"gmtModify":1728399042691,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> LFG!!!&nbsp;","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> LFG!!!&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$ LFG!!!","images":[{"img":"https://community-static.tradeup.com/news/00fbd604d971e2dd608b2df0ffd3ce44","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357835786068344","isVote":1,"tweetType":1,"viewCount":2087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":476096297181256,"gmtCreate":1757261739836,"gmtModify":1757318673513,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Space is the final frontier 🚀","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Space is the final frontier 🚀","text":"$Rocket Lab USA, Inc.(RKLB)$ Space is the final frontier 🚀","images":[{"img":"https://community-static.tradeup.com/news/8bdb8919f3a135761d3b8b6aba0181b2","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/476096297181256","isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":832832767,"gmtCreate":1629604791959,"gmtModify":1676530078250,"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555249757581559","idStr":"3555249757581559"},"themes":[],"htmlText":"Good to long US semicon as trade war will continue to insulate it from Chinese competitive pressures.&nbsp;","listText":"Good to long US semicon as trade war will continue to insulate it from Chinese competitive pressures.&nbsp;","text":"Good to long US semicon as trade war will continue to insulate it from Chinese competitive pressures.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832832767","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=en_US&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Source 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","AAPL":"苹果","SSNLF":"三星电子","ASML":"阿斯麦","GOOGL":"谷歌A","AMZN":"亚马逊","SOXX":"iShares费城交易所半导体ETF","ON":"安森美半导体","SNPS":"新思科技","QCOM":"高通","TSM":"台积电","GOOG":"谷歌","CDNS":"铿腾电子"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AAPL":0.9,"GOOGL":0.9,"SOXX":0.9,"QCOM":0.9,"SSNLF":0.9,"TSM":0.9,"CDNS":0.9,"ON":0.9,"SNPS":0.9,"AMZN":0.9,"ASML":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}