ICEsh00ter personal page - To The Moon

ICEsh00ter

ICEsh00ter

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03-16

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

03-09

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

03-02

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

02-23

$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚

02-19

no smoke without fire

Abivax CEO Dismisses Rumors of Eli Lilly (LLY) Takeover as ‘Noise’

02-18

I counted 16 tigers. [Grin]

02-16

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

02-14

$Apple(AAPL)$ i want to believe

02-11

u hv to be disciplined if u want to lose weight. why so difficult?

Taking the new Wegovy pill every day is really complicated. Will patients stick with it?

02-09

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

02-07

if he's right then he's the new Michael Burry but if he's wrong he's just one of the hopeful Michael Burry wannabes. 😒

This year's Super Bowl ads tell you the AI bubble is about to burst

02-05

$Alphabet(GOOGL)$ wtfish? tremendous results yet counter is down. 🫩

02-02

$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚

01-29

just buy the dip

Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance

01-26

$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚

01-23

isn't it a good problem?

Intel Says Meeting Strong Demand Will Take Time

01-19

oxygen [Happy] [LOL] [Grin]

01-19

$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚

01-12

$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚

01-09

many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao & even aliexpress. 😒

TikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/5ceab2fc643f70fbcf4f34c9e0496243","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/535709554771512","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534391426061824,"gmtCreate":1771488246865,"gmtModify":1771488251011,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"no smoke without fire","listText":"no smoke without fire","text":"no smoke without fire","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534391426061824","repostId":"2605106901","repostType":2,"repost":{"id":"2605106901","kind":"highlight","pubTimestamp":1768928013,"share":"https://ttm.financial/m/news/2605106901?lang=en_US&edition=fundamental","pubTime":"2026-01-21 00:53","market":"nz","language":"en","title":"Abivax CEO Dismisses Rumors of Eli Lilly (LLY) Takeover as ‘Noise’","url":"https://stock-news.laohu8.com/highlight/detail?id=2605106901","media":"TIPRANKS","summary":"ABVX stock has risen an astounding 1,700%.","content":"<div>\n<p>ABVX stock has risen an astounding 1,700%.</p>\n\n<a href=\"https://www.tipranks.com/news/abivax-ceo-dismisses-rumors-of-eli-lilly-lly-takeover-as-noise?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Abivax CEO Dismisses Rumors of Eli Lilly (LLY) Takeover as ‘Noise’</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\">\nAbivax CEO Dismisses Rumors of Eli Lilly (LLY) Takeover as ‘Noise’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-21 00:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/abivax-ceo-dismisses-rumors-of-eli-lilly-lly-takeover-as-noise?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ABVX stock has risen an astounding 1,700%.</p>\n\n<a href=\"https://www.tipranks.com/news/abivax-ceo-dismisses-rumors-of-eli-lilly-lly-takeover-as-noise?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH 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1,700%.","news_type":1,"symbols_score_info":{"ABVX":1.94}},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534047676241040,"gmtCreate":1771404422020,"gmtModify":1771404426202,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"I counted 16 tigers. [Grin]","listText":"I counted 16 tigers. [Grin]","text":"I counted 16 tigers. [Grin]","images":[{"img":"https://community-static.tradeup.com/news/31ac738649dfa471c5e6937206017bcc"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534047676241040","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":533208111068744,"gmtCreate":1771199370114,"gmtModify":1771199373153,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/ac20228f6de3f3e106ca189865341fb3","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/533208111068744","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":532527692379760,"gmtCreate":1771031051797,"gmtModify":1771031055682,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> i want to believe&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> i want to believe&nbsp;","text":"$Apple(AAPL)$ i want to believe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/532527692379760","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531413649756344,"gmtCreate":1770761207190,"gmtModify":1770761211446,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"u hv to be disciplined if u want to lose weight. why so difficult?","listText":"u hv to be disciplined if u want to lose weight. why so difficult?","text":"u hv to be disciplined if u want to lose weight. why so difficult?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/531413649756344","repostId":"2610675211","repostType":2,"repost":{"id":"2610675211","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1770756480,"share":"https://ttm.financial/m/news/2610675211?lang=en_US&edition=fundamental","pubTime":"2026-02-11 04:48","market":"us","language":"en","title":"Taking the new Wegovy pill every day is really complicated. Will patients stick with it?","url":"https://stock-news.laohu8.com/highlight/detail?id=2610675211","media":"Dow Jones","summary":"'It's not an easy pill to take': The first highly anticipated GLP-1 pill is here, but physicians aren't sure it has the staying power of the injections. Once you take the Wegovy pill in the morning, you have to wait 30 minutes before eating or drinking anything.Patients are thrilled that there's finally a GLP-1 pill, but swallowing one is not as simple as it seems.Taking Novo Nordisk's  Wegovy pill is an exacting process. You have to take it first thing in the morning, on an empty stomach, with no more than half a cup of water. Then you wait 30 minutes before eating breakfast, drinking coffee and other liquids, or taking other medications. You have to take the pill every day at the same time, and you must store it in the bottle .It's the first oral GLP-1 specifically approved for weight management. GLP-1 traditionally works best in an injection, but Novo Nordisk engineered the pill using technology that it acquired in 2020 to improve how well semaglutide - the medication's active ingre","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Taking the new Wegovy pill every day is really complicated. Will patients stick with it?\n</p>\n<p>\n  By Jaimy Lee \n</p>\n<p>\n     'It's not an easy pill to take': The first highly anticipated GLP-1 pill is here, but physicians aren't sure it has the staying power of the injections \n</p>\n<p>\n     Once you take the Wegovy pill in the morning, you have to wait 30 minutes before eating or drinking anything. \n</p>\n<p>\n     Patients are thrilled that there's finally a GLP-1 pill, but swallowing one is not as simple as it seems. \n</p>\n<p>\n     Taking <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>'s (NVO) Wegovy pill is an exacting process. You have to take it first thing in the morning, on an empty stomach, with no more than half a cup of water. Then you wait 30 minutes before eating breakfast, drinking coffee and other liquids, or taking other medications. You have to take the pill every day at the same time, and you must store it in the bottle (and not a pill box for travel). \n</p>\n<p>\n     \"There's no other really big upside,\" said Diana Thiara, medical director of the University of California, San Francisco, Weight Management program. \"Why would you do something that's marginally less effective and not actually that much easier?\" \n</p>\n<p>\n     The prevailing idea has been that a pill is easier to take, it's cheaper and it doesn't require refrigeration like Wegovy and Eli Lilly's <a href=\"https://laohu8.com/S/LLY\">$(LLY)$</a> Zepbound injections. It's also been pitched as an alternative to people who say they don't want to use an injector pen or a needle. \n</p>\n<p>\n     But some physicians are skeptical that patients will stick with the Wegovy pill given the onerous daily regimen and comparable pricing to the Wegovy injection, especially if they end up not losing as much weight as they expect to. Instead of seeing a game-changer, these doctors view the Wegovy pill as another option in the toolbox that'll only work for certain patients. \n</p>\n<p>\n     \"There's going to be a lot of patients that get a good benefit from it,\" said Scott Kahan, director of the National Center for Weight and Wellness in Chevy Chase, Md. \"There's also going to be quite a lot of patients that end up not using it, or try it and find the administration to be somewhat difficult, but that's OK.\" \n</p>\n<p>\n     That said, the launch of the Wegovy pill is off to a roaring start. About 170,000 people in the U.S. had been prescribed the Wegovy pill by the first week in February, and \"most\" are paying directly for the medication, according to comments made by Novo's executives last week. Novo is charging $149 per month for the two lowest doses right now, and then the price goes up to $299 a month for the most effective doses. (The Wegovy injection costs $199 to start and then $349 to keep taking it.) \n</p>\n<p>\n     It's the first oral GLP-1 specifically approved for weight management. GLP-1 traditionally works best in an injection, but Novo Nordisk engineered the pill using technology that it acquired in 2020 to improve how well semaglutide - the medication's active ingredient - is absorbed. \n</p>\n<p>\n     \"This is not just a pill,\" Novo CEO Mike Doustdar said last week during an earnings call. \"It's a peptide. It's a large protein inside the pill that gives you that incredible efficacy.\" \n</p>\n<p>\n     Demand is huge, and so are the marketing budgets. Two Super Bowl ads mentioned the Wegovy pill. Wall Street has breathlessly tracked weekly the pill's prescription volume, and the early numbers briefly lifted Novo's long-struggling stock in January. One analyst described it as the \"fastest launch ever.\" It's no wonder that Hims &amp; Hers Health <a href=\"https://laohu8.com/S/HIMS\">$(HIMS)$</a> rushed its own compounded version of the Wegovy pill to market before dropping those plans amid a legal dispute with Novo and U.S. regulators. \n</p>\n<p>\n     Novo is facing its own clock. Lilly is gearing up to launch a new non-peptide GLP-1 pill that won't have the same administration restrictions as the Wegovy pill. Lilly also said last week that it will have a \"similar\" entry price. The Food and Drug Administration is set to decide whether to approve Lilly's orforglipron by sometime this summer. Novo Nordisk did not immediately respond to a request for comment. \n</p>\n<p>\n     For now, patients are still trying to figure out if it's right for them. On <a href=\"https://laohu8.com/S/RDDT\">Reddit</a>, they are trading tips about how to handle the regimen, whether that's setting an early alarm, taking the pill, and going back to bed for 30 minutes, or asking how to relieve acid reflux from the pill if they do go back to bed. \n</p>\n<p>\n     \"It's not an easy pill to take,\" said Scott Isaacs, an endocrinologist at Grady Memorial Hospital in Atlanta. \"It's this regime that can be onerous, and then when people learn about that, they say, 'Well, maybe taking a shot once a week is easier.'\" \n</p>\n<p>\n     Novo sells another semaglutide pill called Rybelsus that's approved to treat type 2 diabetes with similar requirements around administration. Some experts are now taking a second look at that data to better understand what adherence to the Wegovy pill could look like. \n</p>\n<p>\n     \"I do know - from my experience prescribing Rybelsus, which is basically the same thing for diabetes - it's hard to get patients to stay on it,\" Isaacs said. \"We see a lot of treatment failures, and when you assess why it's a treatment failure, most of the time it's because they're not taking the medication correctly.\" \n</p>\n<p>\n     There is some data to back that up. The pharmacy benefit manager Prime <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> published a study in 2024 that found patients who did not have diabetes and started taking Rybelsus were far less adherent to the medication than those on Ozempic and Wegovy injections. (All three drugs are made with semaglutide as the main ingredient, though they are approved for different conditions and with different doses.) \n</p>\n<p>\n     The research compared adherence rates for people starting eight GLP-1s in 2021, though it doesn't reflect some of the broader market dynamics at play that year. Wegovy wasn't approved until the middle of 2021, and Novo was dealing with major supply issues by the end of that year. \n</p>\n<p>\n     In general, it can be harder for some patients to adhere to a daily pill rather than a weekly injection, experts say.  Adherence rates are usually lower in real life than in the closely controlled environment of clinical trials. But some prefer a daily pill over a weekly injection. \n</p>\n<p>\n     \"If people don't follow that very explicit requirement about how to take it, you will not get the extent of the drug absorption that you need to get the full effect,\" said Pat Gleason, Prime Therapeutics' assistant vice president of health outcomes. \"You're going to end up having stayed on [the] drug for six months, but you aren't getting your 10% body weight loss that you were told you were likely to get.\" \n</p>\n<p>\n     The pill led to an average weight loss of 13.6% in clinical trials, while the Wegovy injection produced about 15% weight loss. \n</p>\n<p>\n     Physicians expect they will need to switch some patients on the pill over to the injectable so they can get the weight loss they're looking for. \n</p>\n<p>\n     \"We would have no reason to say no,\" UCSF's Thiara said. \n</p>\n<p>\n     -Jaimy Lee \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 10, 2026 15:48 ET (20:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taking the new Wegovy pill every day is really complicated. Will patients stick with it?</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\">\nTaking the new Wegovy pill every day is really complicated. Will patients stick with it?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-11 04:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Taking the new Wegovy pill every day is really complicated. Will patients stick with it?\n</p>\n<p>\n  By Jaimy Lee \n</p>\n<p>\n     'It's not an easy pill to take': The first highly anticipated GLP-1 pill is here, but physicians aren't sure it has the staying power of the injections \n</p>\n<p>\n     Once you take the Wegovy pill in the morning, you have to wait 30 minutes before eating or drinking anything. \n</p>\n<p>\n     Patients are thrilled that there's finally a GLP-1 pill, but swallowing one is not as simple as it seems. \n</p>\n<p>\n     Taking <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>'s (NVO) Wegovy pill is an exacting process. You have to take it first thing in the morning, on an empty stomach, with no more than half a cup of water. Then you wait 30 minutes before eating breakfast, drinking coffee and other liquids, or taking other medications. You have to take the pill every day at the same time, and you must store it in the bottle (and not a pill box for travel). \n</p>\n<p>\n     \"There's no other really big upside,\" said Diana Thiara, medical director of the University of California, San Francisco, Weight Management program. \"Why would you do something that's marginally less effective and not actually that much easier?\" \n</p>\n<p>\n     The prevailing idea has been that a pill is easier to take, it's cheaper and it doesn't require refrigeration like Wegovy and Eli Lilly's <a href=\"https://laohu8.com/S/LLY\">$(LLY)$</a> Zepbound injections. It's also been pitched as an alternative to people who say they don't want to use an injector pen or a needle. \n</p>\n<p>\n     But some physicians are skeptical that patients will stick with the Wegovy pill given the onerous daily regimen and comparable pricing to the Wegovy injection, especially if they end up not losing as much weight as they expect to. Instead of seeing a game-changer, these doctors view the Wegovy pill as another option in the toolbox that'll only work for certain patients. \n</p>\n<p>\n     \"There's going to be a lot of patients that get a good benefit from it,\" said Scott Kahan, director of the National Center for Weight and Wellness in Chevy Chase, Md. \"There's also going to be quite a lot of patients that end up not using it, or try it and find the administration to be somewhat difficult, but that's OK.\" \n</p>\n<p>\n     That said, the launch of the Wegovy pill is off to a roaring start. About 170,000 people in the U.S. had been prescribed the Wegovy pill by the first week in February, and \"most\" are paying directly for the medication, according to comments made by Novo's executives last week. Novo is charging $149 per month for the two lowest doses right now, and then the price goes up to $299 a month for the most effective doses. (The Wegovy injection costs $199 to start and then $349 to keep taking it.) \n</p>\n<p>\n     It's the first oral GLP-1 specifically approved for weight management. GLP-1 traditionally works best in an injection, but Novo Nordisk engineered the pill using technology that it acquired in 2020 to improve how well semaglutide - the medication's active ingredient - is absorbed. \n</p>\n<p>\n     \"This is not just a pill,\" Novo CEO Mike Doustdar said last week during an earnings call. \"It's a peptide. It's a large protein inside the pill that gives you that incredible efficacy.\" \n</p>\n<p>\n     Demand is huge, and so are the marketing budgets. Two Super Bowl ads mentioned the Wegovy pill. Wall Street has breathlessly tracked weekly the pill's prescription volume, and the early numbers briefly lifted Novo's long-struggling stock in January. One analyst described it as the \"fastest launch ever.\" It's no wonder that Hims &amp; Hers Health <a href=\"https://laohu8.com/S/HIMS\">$(HIMS)$</a> rushed its own compounded version of the Wegovy pill to market before dropping those plans amid a legal dispute with Novo and U.S. regulators. \n</p>\n<p>\n     Novo is facing its own clock. Lilly is gearing up to launch a new non-peptide GLP-1 pill that won't have the same administration restrictions as the Wegovy pill. Lilly also said last week that it will have a \"similar\" entry price. The Food and Drug Administration is set to decide whether to approve Lilly's orforglipron by sometime this summer. Novo Nordisk did not immediately respond to a request for comment. \n</p>\n<p>\n     For now, patients are still trying to figure out if it's right for them. On <a href=\"https://laohu8.com/S/RDDT\">Reddit</a>, they are trading tips about how to handle the regimen, whether that's setting an early alarm, taking the pill, and going back to bed for 30 minutes, or asking how to relieve acid reflux from the pill if they do go back to bed. \n</p>\n<p>\n     \"It's not an easy pill to take,\" said Scott Isaacs, an endocrinologist at Grady Memorial Hospital in Atlanta. \"It's this regime that can be onerous, and then when people learn about that, they say, 'Well, maybe taking a shot once a week is easier.'\" \n</p>\n<p>\n     Novo sells another semaglutide pill called Rybelsus that's approved to treat type 2 diabetes with similar requirements around administration. Some experts are now taking a second look at that data to better understand what adherence to the Wegovy pill could look like. \n</p>\n<p>\n     \"I do know - from my experience prescribing Rybelsus, which is basically the same thing for diabetes - it's hard to get patients to stay on it,\" Isaacs said. \"We see a lot of treatment failures, and when you assess why it's a treatment failure, most of the time it's because they're not taking the medication correctly.\" \n</p>\n<p>\n     There is some data to back that up. The pharmacy benefit manager Prime <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> published a study in 2024 that found patients who did not have diabetes and started taking Rybelsus were far less adherent to the medication than those on Ozempic and Wegovy injections. (All three drugs are made with semaglutide as the main ingredient, though they are approved for different conditions and with different doses.) \n</p>\n<p>\n     The research compared adherence rates for people starting eight GLP-1s in 2021, though it doesn't reflect some of the broader market dynamics at play that year. Wegovy wasn't approved until the middle of 2021, and Novo was dealing with major supply issues by the end of that year. \n</p>\n<p>\n     In general, it can be harder for some patients to adhere to a daily pill rather than a weekly injection, experts say.  Adherence rates are usually lower in real life than in the closely controlled environment of clinical trials. But some prefer a daily pill over a weekly injection. \n</p>\n<p>\n     \"If people don't follow that very explicit requirement about how to take it, you will not get the extent of the drug absorption that you need to get the full effect,\" said Pat Gleason, Prime Therapeutics' assistant vice president of health outcomes. \"You're going to end up having stayed on [the] drug for six months, but you aren't getting your 10% body weight loss that you were told you were likely to get.\" \n</p>\n<p>\n     The pill led to an average weight loss of 13.6% in clinical trials, while the Wegovy injection produced about 15% weight loss. \n</p>\n<p>\n     Physicians expect they will need to switch some patients on the pill over to the injectable so they can get the weight loss they're looking for. \n</p>\n<p>\n     \"We would have no reason to say no,\" UCSF's Thiara said. \n</p>\n<p>\n     -Jaimy Lee \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 10, 2026 15:48 ET (20:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4588":"碎股","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0320765992.SGD":"FTIF - 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AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610675211","content_text":"MW Taking the new Wegovy pill every day is really complicated. Will patients stick with it?\n\n\n  By Jaimy Lee \n\n\n     'It's not an easy pill to take': The first highly anticipated GLP-1 pill is here, but physicians aren't sure it has the staying power of the injections \n\n\n     Once you take the Wegovy pill in the morning, you have to wait 30 minutes before eating or drinking anything. \n\n\n     Patients are thrilled that there's finally a GLP-1 pill, but swallowing one is not as simple as it seems. \n\n\n     Taking Novo Nordisk's (NVO) Wegovy pill is an exacting process. You have to take it first thing in the morning, on an empty stomach, with no more than half a cup of water. Then you wait 30 minutes before eating breakfast, drinking coffee and other liquids, or taking other medications. You have to take the pill every day at the same time, and you must store it in the bottle (and not a pill box for travel). \n\n\n     \"There's no other really big upside,\" said Diana Thiara, medical director of the University of California, San Francisco, Weight Management program. \"Why would you do something that's marginally less effective and not actually that much easier?\" \n\n\n     The prevailing idea has been that a pill is easier to take, it's cheaper and it doesn't require refrigeration like Wegovy and Eli Lilly's $(LLY)$ Zepbound injections. It's also been pitched as an alternative to people who say they don't want to use an injector pen or a needle. \n\n\n     But some physicians are skeptical that patients will stick with the Wegovy pill given the onerous daily regimen and comparable pricing to the Wegovy injection, especially if they end up not losing as much weight as they expect to. Instead of seeing a game-changer, these doctors view the Wegovy pill as another option in the toolbox that'll only work for certain patients. \n\n\n     \"There's going to be a lot of patients that get a good benefit from it,\" said Scott Kahan, director of the National Center for Weight and Wellness in Chevy Chase, Md. \"There's also going to be quite a lot of patients that end up not using it, or try it and find the administration to be somewhat difficult, but that's OK.\" \n\n\n     That said, the launch of the Wegovy pill is off to a roaring start. About 170,000 people in the U.S. had been prescribed the Wegovy pill by the first week in February, and \"most\" are paying directly for the medication, according to comments made by Novo's executives last week. Novo is charging $149 per month for the two lowest doses right now, and then the price goes up to $299 a month for the most effective doses. (The Wegovy injection costs $199 to start and then $349 to keep taking it.) \n\n\n     It's the first oral GLP-1 specifically approved for weight management. GLP-1 traditionally works best in an injection, but Novo Nordisk engineered the pill using technology that it acquired in 2020 to improve how well semaglutide - the medication's active ingredient - is absorbed. \n\n\n     \"This is not just a pill,\" Novo CEO Mike Doustdar said last week during an earnings call. \"It's a peptide. It's a large protein inside the pill that gives you that incredible efficacy.\" \n\n\n     Demand is huge, and so are the marketing budgets. Two Super Bowl ads mentioned the Wegovy pill. Wall Street has breathlessly tracked weekly the pill's prescription volume, and the early numbers briefly lifted Novo's long-struggling stock in January. One analyst described it as the \"fastest launch ever.\" It's no wonder that Hims & Hers Health $(HIMS)$ rushed its own compounded version of the Wegovy pill to market before dropping those plans amid a legal dispute with Novo and U.S. regulators. \n\n\n     Novo is facing its own clock. Lilly is gearing up to launch a new non-peptide GLP-1 pill that won't have the same administration restrictions as the Wegovy pill. Lilly also said last week that it will have a \"similar\" entry price. The Food and Drug Administration is set to decide whether to approve Lilly's orforglipron by sometime this summer. Novo Nordisk did not immediately respond to a request for comment. \n\n\n     For now, patients are still trying to figure out if it's right for them. On Reddit, they are trading tips about how to handle the regimen, whether that's setting an early alarm, taking the pill, and going back to bed for 30 minutes, or asking how to relieve acid reflux from the pill if they do go back to bed. \n\n\n     \"It's not an easy pill to take,\" said Scott Isaacs, an endocrinologist at Grady Memorial Hospital in Atlanta. \"It's this regime that can be onerous, and then when people learn about that, they say, 'Well, maybe taking a shot once a week is easier.'\" \n\n\n     Novo sells another semaglutide pill called Rybelsus that's approved to treat type 2 diabetes with similar requirements around administration. Some experts are now taking a second look at that data to better understand what adherence to the Wegovy pill could look like. \n\n\n     \"I do know - from my experience prescribing Rybelsus, which is basically the same thing for diabetes - it's hard to get patients to stay on it,\" Isaacs said. \"We see a lot of treatment failures, and when you assess why it's a treatment failure, most of the time it's because they're not taking the medication correctly.\" \n\n\n     There is some data to back that up. The pharmacy benefit manager Prime Therapeutics published a study in 2024 that found patients who did not have diabetes and started taking Rybelsus were far less adherent to the medication than those on Ozempic and Wegovy injections. (All three drugs are made with semaglutide as the main ingredient, though they are approved for different conditions and with different doses.) \n\n\n     The research compared adherence rates for people starting eight GLP-1s in 2021, though it doesn't reflect some of the broader market dynamics at play that year. Wegovy wasn't approved until the middle of 2021, and Novo was dealing with major supply issues by the end of that year. \n\n\n     In general, it can be harder for some patients to adhere to a daily pill rather than a weekly injection, experts say.  Adherence rates are usually lower in real life than in the closely controlled environment of clinical trials. But some prefer a daily pill over a weekly injection. \n\n\n     \"If people don't follow that very explicit requirement about how to take it, you will not get the extent of the drug absorption that you need to get the full effect,\" said Pat Gleason, Prime Therapeutics' assistant vice president of health outcomes. \"You're going to end up having stayed on [the] drug for six months, but you aren't getting your 10% body weight loss that you were told you were likely to get.\" \n\n\n     The pill led to an average weight loss of 13.6% in clinical trials, while the Wegovy injection produced about 15% weight loss. \n\n\n     Physicians expect they will need to switch some patients on the pill over to the injectable so they can get the weight loss they're looking for. \n\n\n     \"We would have no reason to say no,\" UCSF's Thiara said. \n\n\n     -Jaimy Lee \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 10, 2026 15:48 ET (20:48 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"LLY":1.85,"HMYY":0.6,"HIMZ":0.6,"NVOH":0.6,"ELIL":0.6,"LLYZ":0.6,"NVO":1.96,"ELIS":0.6,"NVOX":0.6,"HIMY":0.6,"LLYX":0.6}},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530703718142672,"gmtCreate":1770588013841,"gmtModify":1770588016713,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/ff2ce8dba8dbc75592b67402c214f291","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530703718142672","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":530104824861288,"gmtCreate":1770441731067,"gmtModify":1770441735870,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"if he's right then he's the new Michael Burry but if he's wrong he's just one of the hopeful Michael Burry wannabes. 😒","listText":"if he's right then he's the new Michael Burry but if he's wrong he's just one of the hopeful Michael Burry wannabes. 😒","text":"if he's right then he's the new Michael Burry but if he's wrong he's just one of the hopeful Michael Burry wannabes. 😒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530104824861288","repostId":"2609193517","repostType":2,"repost":{"id":"2609193517","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1770421200,"share":"https://ttm.financial/m/news/2609193517?lang=en_US&edition=fundamental","pubTime":"2026-02-07 07:40","market":"fut","language":"en","title":"This year's Super Bowl ads tell you the AI bubble is about to burst","url":"https://stock-news.laohu8.com/highlight/detail?id=2609193517","media":"Dow Jones","summary":"Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000. OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits.During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's \"Waste of Money\" ad that year, which featured a dancing monkey and ended with the on-screen punchline: \"Well, we just wasted $2,000,000. What are you doing with your money?That Super Bowl was played just before the dot-com bubble burst. Fast-forward to 2026: This year's Super Bowl ads are heavily promoting AI, which may be the only indicator you need of whether AI is a bubble about to burst.Yardeni also cited a 2016 Citibank study that looked at covers of the Economist dating back to 1998 and identified 44 covers that were decidedly optimistic or pessimistic about the stock market.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW This year's Super Bowl ads tell you the AI bubble is about to burst\n</p>\n<p>\n  By Jeff Funk and Gary Smith \n</p>\n<p>\n     Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000 \n</p>\n<p>\n     OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits. \n</p>\n<p>\n     During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's \"Waste of Money\" ad that year, which featured a dancing monkey and ended with the on-screen punchline: \"Well, we just wasted $2,000,000. What are you doing with your money?\" \n</p>\n<p>\n     That Super Bowl was played just before the dot-com bubble burst. Fast-forward to 2026: This year's Super Bowl ads are heavily promoting AI, which may be the only indicator you need of whether AI is a bubble about to burst. \n</p>\n<p>\n     We have been writing about the limitations of artificial-intelligence systems since 2018: \n</p>\n<p>\n     Artificial intelligence is not at all like the real intelligence that comes from human brains. Computers do not know what words mean because computers do not experience the world the way we do. They do not even know what the real world is. Computers do not have the common sense or wisdom that humans accumulate by living life. Computers cannot formulate persuasive theories. Computers cannot do inductive reasoning or make long-range plans.... In the age of Big Data, the real danger is not that computers are smarter than us, but that we think computers are smarter than us and therefore trust computers to make important decisions for us. \n</p>\n<p>\n     We've have been warning of an AI bubble since February of 2023, suggesting it was fueled by unwarranted hype and fake-it-till-you-make-it \"shenanigans\" but conceding it has been \"tempting to believe the hyperbole and to prioritize revenue over profits\": \n</p>\n<p>\n     The fundamental problem is that hopeful investors are too often gullible investors. We should have been more skeptical of the dot-com hype and we should be more skeptical of the AI hype. We should also remember that revenue is a means to the end, not the end. We should look instead at earnings, free cash flow, economic value added, and other measures of profitability. \n</p>\n<p>\n     For a time, the boomlet in warnings of an AI bubble seemed to support the case for these companies. The financial press often overreacts about the bullish or bearish momentum behind popular investment themes. Economist Ed Yardeni dubbed this the \"front-cover curse\" - when financial magazines publish ill-timed covers that in hindsight mark peak optimism or pessimism. \n</p>\n<p>\n     Yardeni also cited a 2016 Citibank study that looked at covers of the Economist dating back to 1998 and identified 44 covers that were decidedly optimistic or pessimistic about the stock market. These covers were a good contrarian indicator 68% of the time. On the other hand, 68% is closer to a coin flip than 100% certainty. \n</p>\n<p>\n     Recently, the Economist has been publishing many lead articles and guest essays warning of an AI bubble, including: \n</p>\n<p>\n     -- \"What if the $3trn AI investment boom goes wrong? Even if the technology achieves its potential, plenty of people will lose their shirts,\" Sept. 11, 2025 \n</p>\n<p>\n     -- \"GitaGopinath on the crash that could torch $35trn of wealth,\" Nov. 5, 2025 \n</p>\n<p>\n     -- \"How I learned to love financial bubbles,\" Nov. 19, 2025 \n</p>\n<p>\n     -- \"Investors expect AI use to soar. That's not happening,\" Nov. 26, 2025 \n</p>\n<p>\n     -- \"How to spot a bubble bursting,\" Dec. 1, 2025 \n</p>\n<p>\n     -- \"Innovations in energy and finance are further inflating the AI bubble,\" Jan. 15, 2026 \n</p>\n<p>\n     The magazine, though, hasn't published an AI-bubble cover story yet. \n</p>\n<p>\n     But Time magazine's annual person-of-the-year covers have been an even better contrarian indicator. When CEOs or a business trend are selected as person of the year, shares of the associated companies were lower a year later in seven of eight instances. \n</p>\n<p>\n     Time's 2025 person of the year was the collective \"Architects of AI.\" \n</p>\n<p>\n     Greater fools and foolish crowds \n</p>\n<p>\n     The prices of AI-dependent stocks have become untethered from realistic projections. \n</p>\n<p>\n     While we actually don't put much stock in front-cover and Super Bowl-ad indicators, we do acknowledge the outsized effects of human emotions on stock prices. People often buy stocks not because they think the companies will succeed but because they think others will buy the stocks, too. \n</p>\n<p>\n     Such reasoning can become textbook Greater Fool Theory - investors paying foolish prices with the expectation that greater fools than they will pay even higher prices. \n</p>\n<p>\n     That is, indeed, the definition of a bubble - people buying investments not because the cash flow justifies the price but because they expect the price to go up. \n</p>\n<p>\n     In this AI bubble, the prices of AI-dependent stocks have become untethered from realistic projections of future profits. LLM-dependent companies such as OpenAI and Anthropic are losing enormous amounts of money yet are given valuations in the hundreds of billions of dollars as if they were real companies making real profits. Is OpenAI really worth more than American Express <a href=\"https://laohu8.com/S/AXP\">$(AXP)$</a>, Bank of America (BAC), Coca-Cola <a href=\"https://laohu8.com/S/KO\">$(KO)$</a>, Chevron <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a> or Costco <a href=\"https://laohu8.com/S/COST\">$(COST)$</a>? \n</p>\n<p>\n     Don't miss: Super Bowl LX is turning into AI's coming-out party \n</p>\n<p>\n     The core problem is that the large language models are not sufficiently useful and reliable for customers to justify paying prices that cover their costs. Ironically, the more customers these companies have, the more money they lose. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/AICOF\">Generative AI</a> is the fastest-growing technology of all time - if we count users instead of profits. \n</p>\n<p>\n     Wishful thinkers point to <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN), which overcame initial losses to succeed magnificently. They conveniently neglect the fact that Amazon's early losses would now be considered rounding errors. Amazon had $3 billion in cumulative losses when it became profitable in its 10th year (2004). OpenAI lost $11.5 billion in a single quarter (the third quarter of 2025), based on analyses of Microsoft's <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> third-quarter earnings in 2025) and itself forecasts $115 billion in cumulative losses by 2029, which is most likely an underestimate. \n</p>\n<p>\n     The more likely way these AI companies will cut their losses is by going out of business. With the commoditization of LLMs and competition from deep-pocketed competitors like Google parent Alphabet <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, with its Gemini, it is hard to see how OpenAI and other LLM-dependent companies can plausibly generate robust profits. \n</p>\n<p>\n     In the absence of profits, the tech bros increasingly emphasize an old metric that was popular during the dot-com bubble: the number of users, with a new flavor. While the \"number of users\" once meant \"number of paying users,\" the success of <a href=\"https://laohu8.com/S/META\">Facebook</a>, Instagram and other social-media sites persuaded delusional investors that the word \"paying\" could be dropped. \n</p>\n<p>\n     Not surprisingly, generative AI is the fastest-growing technology of all time - if we count users instead of profits. We prefer to count profits. \n</p>\n<p>\n     Gary Smith is the author of more than 100 academic papers and 20 books, including \"Standard Deviations: The Truth About Flawed Statistics, AI and Big Data\" (Duckworth, 2024) and, with co-author Margaret Smith, \"The Power of Modern Value Investing: Beyond Indexing, Algos and Alpha\" (PalgraveMacmillan, 2024). Jeffrey Funk, a technology consultant and analyst, is the author of \"Unicorns, Hype and Bubbles\" (Harriman House, 2024). \n</p>\n<p>\n     More: Here's one question about the AI bubble that even ChatGPT can't answer \n</p>\n<p>\n     -Jeff Funk -Gary Smith \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 06, 2026 18:40 ET (23:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This year's Super Bowl ads tell you the AI bubble is about to burst</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\">\nThis year's Super Bowl ads tell you the AI bubble is about to burst\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-07 07:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW This year's Super Bowl ads tell you the AI bubble is about to burst\n</p>\n<p>\n  By Jeff Funk and Gary Smith \n</p>\n<p>\n     Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000 \n</p>\n<p>\n     OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits. \n</p>\n<p>\n     During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's \"Waste of Money\" ad that year, which featured a dancing monkey and ended with the on-screen punchline: \"Well, we just wasted $2,000,000. What are you doing with your money?\" \n</p>\n<p>\n     That Super Bowl was played just before the dot-com bubble burst. Fast-forward to 2026: This year's Super Bowl ads are heavily promoting AI, which may be the only indicator you need of whether AI is a bubble about to burst. \n</p>\n<p>\n     We have been writing about the limitations of artificial-intelligence systems since 2018: \n</p>\n<p>\n     Artificial intelligence is not at all like the real intelligence that comes from human brains. Computers do not know what words mean because computers do not experience the world the way we do. They do not even know what the real world is. Computers do not have the common sense or wisdom that humans accumulate by living life. Computers cannot formulate persuasive theories. Computers cannot do inductive reasoning or make long-range plans.... In the age of Big Data, the real danger is not that computers are smarter than us, but that we think computers are smarter than us and therefore trust computers to make important decisions for us. \n</p>\n<p>\n     We've have been warning of an AI bubble since February of 2023, suggesting it was fueled by unwarranted hype and fake-it-till-you-make-it \"shenanigans\" but conceding it has been \"tempting to believe the hyperbole and to prioritize revenue over profits\": \n</p>\n<p>\n     The fundamental problem is that hopeful investors are too often gullible investors. We should have been more skeptical of the dot-com hype and we should be more skeptical of the AI hype. We should also remember that revenue is a means to the end, not the end. We should look instead at earnings, free cash flow, economic value added, and other measures of profitability. \n</p>\n<p>\n     For a time, the boomlet in warnings of an AI bubble seemed to support the case for these companies. The financial press often overreacts about the bullish or bearish momentum behind popular investment themes. Economist Ed Yardeni dubbed this the \"front-cover curse\" - when financial magazines publish ill-timed covers that in hindsight mark peak optimism or pessimism. \n</p>\n<p>\n     Yardeni also cited a 2016 Citibank study that looked at covers of the Economist dating back to 1998 and identified 44 covers that were decidedly optimistic or pessimistic about the stock market. These covers were a good contrarian indicator 68% of the time. On the other hand, 68% is closer to a coin flip than 100% certainty. \n</p>\n<p>\n     Recently, the Economist has been publishing many lead articles and guest essays warning of an AI bubble, including: \n</p>\n<p>\n     -- \"What if the $3trn AI investment boom goes wrong? Even if the technology achieves its potential, plenty of people will lose their shirts,\" Sept. 11, 2025 \n</p>\n<p>\n     -- \"GitaGopinath on the crash that could torch $35trn of wealth,\" Nov. 5, 2025 \n</p>\n<p>\n     -- \"How I learned to love financial bubbles,\" Nov. 19, 2025 \n</p>\n<p>\n     -- \"Investors expect AI use to soar. That's not happening,\" Nov. 26, 2025 \n</p>\n<p>\n     -- \"How to spot a bubble bursting,\" Dec. 1, 2025 \n</p>\n<p>\n     -- \"Innovations in energy and finance are further inflating the AI bubble,\" Jan. 15, 2026 \n</p>\n<p>\n     The magazine, though, hasn't published an AI-bubble cover story yet. \n</p>\n<p>\n     But Time magazine's annual person-of-the-year covers have been an even better contrarian indicator. When CEOs or a business trend are selected as person of the year, shares of the associated companies were lower a year later in seven of eight instances. \n</p>\n<p>\n     Time's 2025 person of the year was the collective \"Architects of AI.\" \n</p>\n<p>\n     Greater fools and foolish crowds \n</p>\n<p>\n     The prices of AI-dependent stocks have become untethered from realistic projections. \n</p>\n<p>\n     While we actually don't put much stock in front-cover and Super Bowl-ad indicators, we do acknowledge the outsized effects of human emotions on stock prices. People often buy stocks not because they think the companies will succeed but because they think others will buy the stocks, too. \n</p>\n<p>\n     Such reasoning can become textbook Greater Fool Theory - investors paying foolish prices with the expectation that greater fools than they will pay even higher prices. \n</p>\n<p>\n     That is, indeed, the definition of a bubble - people buying investments not because the cash flow justifies the price but because they expect the price to go up. \n</p>\n<p>\n     In this AI bubble, the prices of AI-dependent stocks have become untethered from realistic projections of future profits. LLM-dependent companies such as OpenAI and Anthropic are losing enormous amounts of money yet are given valuations in the hundreds of billions of dollars as if they were real companies making real profits. Is OpenAI really worth more than American Express <a href=\"https://laohu8.com/S/AXP\">$(AXP)$</a>, Bank of America (BAC), Coca-Cola <a href=\"https://laohu8.com/S/KO\">$(KO)$</a>, Chevron <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a> or Costco <a href=\"https://laohu8.com/S/COST\">$(COST)$</a>? \n</p>\n<p>\n     Don't miss: Super Bowl LX is turning into AI's coming-out party \n</p>\n<p>\n     The core problem is that the large language models are not sufficiently useful and reliable for customers to justify paying prices that cover their costs. Ironically, the more customers these companies have, the more money they lose. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/AICOF\">Generative AI</a> is the fastest-growing technology of all time - if we count users instead of profits. \n</p>\n<p>\n     Wishful thinkers point to <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN), which overcame initial losses to succeed magnificently. They conveniently neglect the fact that Amazon's early losses would now be considered rounding errors. Amazon had $3 billion in cumulative losses when it became profitable in its 10th year (2004). OpenAI lost $11.5 billion in a single quarter (the third quarter of 2025), based on analyses of Microsoft's <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> third-quarter earnings in 2025) and itself forecasts $115 billion in cumulative losses by 2029, which is most likely an underestimate. \n</p>\n<p>\n     The more likely way these AI companies will cut their losses is by going out of business. With the commoditization of LLMs and competition from deep-pocketed competitors like Google parent Alphabet <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, with its Gemini, it is hard to see how OpenAI and other LLM-dependent companies can plausibly generate robust profits. \n</p>\n<p>\n     In the absence of profits, the tech bros increasingly emphasize an old metric that was popular during the dot-com bubble: the number of users, with a new flavor. While the \"number of users\" once meant \"number of paying users,\" the success of <a href=\"https://laohu8.com/S/META\">Facebook</a>, Instagram and other social-media sites persuaded delusional investors that the word \"paying\" could be dropped. \n</p>\n<p>\n     Not surprisingly, generative AI is the fastest-growing technology of all time - if we count users instead of profits. We prefer to count profits. \n</p>\n<p>\n     Gary Smith is the author of more than 100 academic papers and 20 books, including \"Standard Deviations: The Truth About Flawed Statistics, AI and Big Data\" (Duckworth, 2024) and, with co-author Margaret Smith, \"The Power of Modern Value Investing: Beyond Indexing, Algos and Alpha\" (PalgraveMacmillan, 2024). Jeffrey Funk, a technology consultant and analyst, is the author of \"Unicorns, Hype and Bubbles\" (Harriman House, 2024). \n</p>\n<p>\n     More: Here's one question about the AI bubble that even ChatGPT can't answer \n</p>\n<p>\n     -Jeff Funk -Gary Smith \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 06, 2026 18:40 ET (23:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","MSFD":"1倍做空MSFT ETF-Direxion","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0278409577.USD":"MANULIFE GLOBAL FUND-GLOBAL RESOURCES FUND \"AA\" (USD) INC","MSFL":"2倍做多MSFT ETF-GraniteShares","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","MSFO":"MSFT期权收益策略ETF-YieldMax","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0788109394.HKD":"BGF WORLD ENERGY \"A2\" (HKDHGD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","MSFW":"Roundhill MSFT WeeklyPay ETF","LU0300736062.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","MSFX":"2倍做多MSFT ETF-T-Rex","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345781412.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1732800096.USD":"摩根大通环球收益基金A (irc)","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4592":"伊斯兰概念","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0630314457.HKD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - 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like the dot-coms in 2000 \n\n\n     OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits. \n\n\n     During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's \"Waste of Money\" ad that year, which featured a dancing monkey and ended with the on-screen punchline: \"Well, we just wasted $2,000,000. What are you doing with your money?\" \n\n\n     That Super Bowl was played just before the dot-com bubble burst. Fast-forward to 2026: This year's Super Bowl ads are heavily promoting AI, which may be the only indicator you need of whether AI is a bubble about to burst. \n\n\n     We have been writing about the limitations of artificial-intelligence systems since 2018: \n\n\n     Artificial intelligence is not at all like the real intelligence that comes from human brains. Computers do not know what words mean because computers do not experience the world the way we do. They do not even know what the real world is. Computers do not have the common sense or wisdom that humans accumulate by living life. Computers cannot formulate persuasive theories. Computers cannot do inductive reasoning or make long-range plans.... In the age of Big Data, the real danger is not that computers are smarter than us, but that we think computers are smarter than us and therefore trust computers to make important decisions for us. \n\n\n     We've have been warning of an AI bubble since February of 2023, suggesting it was fueled by unwarranted hype and fake-it-till-you-make-it \"shenanigans\" but conceding it has been \"tempting to believe the hyperbole and to prioritize revenue over profits\": \n\n\n     The fundamental problem is that hopeful investors are too often gullible investors. We should have been more skeptical of the dot-com hype and we should be more skeptical of the AI hype. We should also remember that revenue is a means to the end, not the end. We should look instead at earnings, free cash flow, economic value added, and other measures of profitability. \n\n\n     For a time, the boomlet in warnings of an AI bubble seemed to support the case for these companies. The financial press often overreacts about the bullish or bearish momentum behind popular investment themes. Economist Ed Yardeni dubbed this the \"front-cover curse\" - when financial magazines publish ill-timed covers that in hindsight mark peak optimism or pessimism. \n\n\n     Yardeni also cited a 2016 Citibank study that looked at covers of the Economist dating back to 1998 and identified 44 covers that were decidedly optimistic or pessimistic about the stock market. These covers were a good contrarian indicator 68% of the time. On the other hand, 68% is closer to a coin flip than 100% certainty. \n\n\n     Recently, the Economist has been publishing many lead articles and guest essays warning of an AI bubble, including: \n\n\n     -- \"What if the $3trn AI investment boom goes wrong? Even if the technology achieves its potential, plenty of people will lose their shirts,\" Sept. 11, 2025 \n\n\n     -- \"GitaGopinath on the crash that could torch $35trn of wealth,\" Nov. 5, 2025 \n\n\n     -- \"How I learned to love financial bubbles,\" Nov. 19, 2025 \n\n\n     -- \"Investors expect AI use to soar. That's not happening,\" Nov. 26, 2025 \n\n\n     -- \"How to spot a bubble bursting,\" Dec. 1, 2025 \n\n\n     -- \"Innovations in energy and finance are further inflating the AI bubble,\" Jan. 15, 2026 \n\n\n     The magazine, though, hasn't published an AI-bubble cover story yet. \n\n\n     But Time magazine's annual person-of-the-year covers have been an even better contrarian indicator. When CEOs or a business trend are selected as person of the year, shares of the associated companies were lower a year later in seven of eight instances. \n\n\n     Time's 2025 person of the year was the collective \"Architects of AI.\" \n\n\n     Greater fools and foolish crowds \n\n\n     The prices of AI-dependent stocks have become untethered from realistic projections. \n\n\n     While we actually don't put much stock in front-cover and Super Bowl-ad indicators, we do acknowledge the outsized effects of human emotions on stock prices. People often buy stocks not because they think the companies will succeed but because they think others will buy the stocks, too. \n\n\n     Such reasoning can become textbook Greater Fool Theory - investors paying foolish prices with the expectation that greater fools than they will pay even higher prices. \n\n\n     That is, indeed, the definition of a bubble - people buying investments not because the cash flow justifies the price but because they expect the price to go up. \n\n\n     In this AI bubble, the prices of AI-dependent stocks have become untethered from realistic projections of future profits. LLM-dependent companies such as OpenAI and Anthropic are losing enormous amounts of money yet are given valuations in the hundreds of billions of dollars as if they were real companies making real profits. Is OpenAI really worth more than American Express $(AXP)$, Bank of America (BAC), Coca-Cola $(KO)$, Chevron $(CVX)$ or Costco $(COST)$? \n\n\n     Don't miss: Super Bowl LX is turning into AI's coming-out party \n\n\n     The core problem is that the large language models are not sufficiently useful and reliable for customers to justify paying prices that cover their costs. Ironically, the more customers these companies have, the more money they lose. \n\n\nGenerative AI is the fastest-growing technology of all time - if we count users instead of profits. \n\n\n     Wishful thinkers point to Amazon.com (AMZN), which overcame initial losses to succeed magnificently. They conveniently neglect the fact that Amazon's early losses would now be considered rounding errors. Amazon had $3 billion in cumulative losses when it became profitable in its 10th year (2004). OpenAI lost $11.5 billion in a single quarter (the third quarter of 2025), based on analyses of Microsoft's $(MSFT)$ third-quarter earnings in 2025) and itself forecasts $115 billion in cumulative losses by 2029, which is most likely an underestimate. \n\n\n     The more likely way these AI companies will cut their losses is by going out of business. With the commoditization of LLMs and competition from deep-pocketed competitors like Google parent Alphabet $(GOOG)$ $(GOOGL)$, with its Gemini, it is hard to see how OpenAI and other LLM-dependent companies can plausibly generate robust profits. \n\n\n     In the absence of profits, the tech bros increasingly emphasize an old metric that was popular during the dot-com bubble: the number of users, with a new flavor. While the \"number of users\" once meant \"number of paying users,\" the success of Facebook, Instagram and other social-media sites persuaded delusional investors that the word \"paying\" could be dropped. \n\n\n     Not surprisingly, generative AI is the fastest-growing technology of all time - if we count users instead of profits. We prefer to count profits. \n\n\n     Gary Smith is the author of more than 100 academic papers and 20 books, including \"Standard Deviations: The Truth About Flawed Statistics, AI and Big Data\" (Duckworth, 2024) and, with co-author Margaret Smith, \"The Power of Modern Value Investing: Beyond Indexing, Algos and Alpha\" (PalgraveMacmillan, 2024). Jeffrey Funk, a technology consultant and analyst, is the author of \"Unicorns, Hype and Bubbles\" (Harriman House, 2024). \n\n\n     More: Here's one question about the AI bubble that even ChatGPT can't answer \n\n\n     -Jeff Funk -Gary Smith \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 06, 2026 18:40 ET (23:40 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"GOOP":0.6,"GOOX":0.6,"AZYY":0.6,"GOOW":0.6,"AI":1.86,"MSFL":0.6,"GOU":0.6,"MSFD":0.6,"MSFT":1.85,"USAW.SI":0.6,"AMZZ":0.6,"MSFW":0.6,"GOOY":0.6,"AMZD":0.6,"MSFO":0.6,"AMZU":0.6,"AMZY":0.6,"AMZW":0.6,"USJW.SI":0.6,"GGLS":0.6,"MSFY":0.6,"MSFX":0.6}},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529277765059176,"gmtCreate":1770240329466,"gmtModify":1770240333097,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> wtfish? tremendous results yet counter is down. 🫩","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> wtfish? tremendous results yet counter is down. 🫩","text":"$Alphabet(GOOGL)$ wtfish? tremendous results yet counter is down. 🫩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529277765059176","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528222958912496,"gmtCreate":1769982856410,"gmtModify":1769982859996,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/cefe73eb658db7c4afd3bde627695b01","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528222958912496","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":526784507581456,"gmtCreate":1769644885147,"gmtModify":1769644888906,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"just buy the dip","listText":"just buy the dip","text":"just buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526784507581456","repostId":"2607605740","repostType":2,"repost":{"id":"2607605740","kind":"highlight","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":1769643650,"share":"https://ttm.financial/m/news/2607605740?lang=en_US&edition=fundamental","pubTime":"2026-01-29 07:40","market":"fut","language":"en","title":"Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2607605740","media":"Tiger Newspress","summary":"Jan 28 (Reuters) - Microsoft MSFT.O delivered a marginal beat on quarterly revenue expectations for its crucial cloud-computing business on Wednesday, amplifying investor doubts about the payoff from...","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f12db86c612f064685a4371a15038192\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221854734348994570%22,%22type%22:2%7D\" title=\"Live: Microsoft FY2026Q2 Earnings Conference Call\" target=\"_blank\" class=\"\">Live: Microsoft FY2026Q2 Earnings Conference Call</a>]</p><p>Microsoft shares fell 7% in extended trading on Wednesday after the software maker posted slowing cloud growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42d7688fc49dba1888eb98fd8a3c8a71\" title=\"\" tg-width=\"867\" tg-height=\"811\"/></p><p>Here’s how the company performed in comparison with LSEG consensus:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> $4.14 adjusted vs. $3.97 expected</p></li><li><p><strong>Revenue:</strong> $81.27 billion vs. $80.27 billion expected</p></li></ul><p>With respect to guidance, Microsoft called for $80.65 billion to $81.75 billion in fiscal third-quarter revenue. The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.</p><p>The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.</p><p>For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.</p><p>Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.</p><p>The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.</p><p>At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.</p><p>“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.</p><p>Thill brought up the OpenAI revenue concentration on a conference call with analysts.</p><p>The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”</p><p>Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.</p><p>Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.</p><p>The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.</p><p>Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.</p><p>Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.</p><p>The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.</p><p>Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”</p><p>Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.</p><p style=\"text-align: start;\">Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.</p><p style=\"text-align: start;\">“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.</p><p style=\"text-align: start;\">The company’s customer demand continues to outstrip supply, Hood said.</p><p style=\"text-align: start;\">“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&amp;D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.</p><p style=\"text-align: start;\">During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.</p><p style=\"text-align: start;\">In the past three months, Microsoft stock has fallen about 11%, while the S&amp;P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.</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>Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance\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\">2026-01-29 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f12db86c612f064685a4371a15038192\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221854734348994570%22,%22type%22:2%7D\" title=\"Live: Microsoft FY2026Q2 Earnings Conference Call\" target=\"_blank\" class=\"\">Live: Microsoft FY2026Q2 Earnings Conference Call</a>]</p><p>Microsoft shares fell 7% in extended trading on Wednesday after the software maker posted slowing cloud growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42d7688fc49dba1888eb98fd8a3c8a71\" title=\"\" tg-width=\"867\" tg-height=\"811\"/></p><p>Here’s how the company performed in comparison with LSEG consensus:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> $4.14 adjusted vs. $3.97 expected</p></li><li><p><strong>Revenue:</strong> $81.27 billion vs. $80.27 billion expected</p></li></ul><p>With respect to guidance, Microsoft called for $80.65 billion to $81.75 billion in fiscal third-quarter revenue. The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.</p><p>The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.</p><p>For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.</p><p>Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.</p><p>The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.</p><p>At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.</p><p>“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.</p><p>Thill brought up the OpenAI revenue concentration on a conference call with analysts.</p><p>The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”</p><p>Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.</p><p>Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.</p><p>The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.</p><p>Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.</p><p>Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.</p><p>The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.</p><p>Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”</p><p>Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.</p><p style=\"text-align: start;\">Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.</p><p style=\"text-align: start;\">“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.</p><p style=\"text-align: start;\">The company’s customer demand continues to outstrip supply, Hood said.</p><p style=\"text-align: start;\">“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&amp;D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.</p><p style=\"text-align: start;\">During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.</p><p style=\"text-align: start;\">In the past three months, Microsoft stock has fallen about 11%, while the S&amp;P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.Thill brought up the OpenAI revenue concentration on a conference call with analysts.The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.The company’s customer demand continues to outstrip supply, Hood said.“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.In the past three months, Microsoft stock has fallen about 11%, while the S&P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525678149702768,"gmtCreate":1769365433735,"gmtModify":1769365436585,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/27dace0330df1ed14ecd82e39fe5061f","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525678149702768","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":524701743244584,"gmtCreate":1769127059308,"gmtModify":1769127062899,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"isn't it a good problem?","listText":"isn't it a good problem?","text":"isn't it a good problem?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524701743244584","repostId":"1144330631","repostType":2,"repost":{"id":"1144330631","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1769126501,"share":"https://ttm.financial/m/news/1144330631?lang=en_US&edition=fundamental","pubTime":"2026-01-23 08:01","market":"hk","language":"en","title":"Intel Says Meeting Strong Demand Will Take Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1144330631","media":"Deep News","summary":"Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment...","content":"<p>Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment during an analyst call, noting, \"In the short term, I am disappointed that we are unable to fully meet market demand.\" He emphasized that the company is on a multi-year journey that necessitates patience. CFO David Zinsner indicated that due to strong demand driven by the expanding artificial intelligence (AI) infrastructure, the company is facing supply constraints for its critical products. Zinsner added, \"There is increasing pressure on the industry-wide supply of key components such as DRAM, NAND, and substrates.\"</p>","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>Intel Says Meeting Strong Demand Will Take Time</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\">\nIntel Says Meeting Strong Demand Will Take Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-01-23 08:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment during an analyst call, noting, \"In the short term, I am disappointed that we are unable to fully meet market demand.\" He emphasized that the company is on a multi-year journey that necessitates patience. CFO David Zinsner indicated that due to strong demand driven by the expanding artificial intelligence (AI) infrastructure, the company is facing supply constraints for its critical products. Zinsner added, \"There is increasing pressure on the industry-wide supply of key components such as DRAM, NAND, and substrates.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","BK4575":"芯片概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4535":"淡马锡持仓","BK4612":"AI芯片","BK4515":"5G概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4605":"半导体精选","04335":"英特尔-T","INTC":"英特尔","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4554":"元宇宙及AR概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4527":"明星科技股","BK4543":"AI","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4512":"苹果概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144330631","content_text":"Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment during an analyst call, noting, \"In the short term, I am disappointed that we are unable to fully meet market demand.\" He emphasized that the company is on a multi-year journey that necessitates patience. CFO David Zinsner indicated that due to strong demand driven by the expanding artificial intelligence (AI) infrastructure, the company is facing supply constraints for its critical products. Zinsner added, \"There is increasing pressure on the industry-wide supply of key components such as DRAM, NAND, and substrates.\"","news_type":1,"symbols_score_info":{"04335":1,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523215349878984,"gmtCreate":1768773230327,"gmtModify":1768773233706,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"oxygen [Happy] [LOL] [Grin]","listText":"oxygen [Happy] [LOL] [Grin]","text":"oxygen [Happy] [LOL] [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523215349878984","isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523214321640448,"gmtCreate":1768773090304,"gmtModify":1768773093296,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/5cbe0e44ec8ead548fe1706d5c0c9904","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523214321640448","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":520740645282360,"gmtCreate":1768169112055,"gmtModify":1768169115075,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/e64565a54a741c7f50817d09659715a6","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520740645282360","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":519697408041552,"gmtCreate":1767914427261,"gmtModify":1767914431746,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao &amp; even aliexpress. 😒","listText":"many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao &amp; even aliexpress. 😒","text":"many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao & even aliexpress. 😒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519697408041552","repostId":"1144592974","repostType":2,"repost":{"id":"1144592974","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1767755873,"share":"https://ttm.financial/m/news/1144592974?lang=en_US&edition=fundamental","pubTime":"2026-01-07 11:17","market":"other","language":"en","title":"TikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=1144592974","media":"Stock News","summary":"ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise...","content":"<p>ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise Volume (GMV) approached the $100 billion mark. This positions it fifth among major overseas e-commerce platforms, trailing only Amazon.com, Walmart, Shopee, and eBay, while simultaneously achieving the highest growth rate.</p>\n<p>It is understood that TikTok Shop, launched in 2021, has now entered 17 global markets, including the United States, Japan, and multiple countries across Europe, Southeast Asia, and Latin America. The platform heavily promotes an \"interest-based e-commerce\" model, but while growing rapidly, it also faces fierce competition and challenges from traditional e-commerce players in various markets.</p>\n<p>According to estimates from analytics firm EchoTik, TikTok Shop's GMV in the third quarter of 2025 was comparable to that of eBay. Informed sources revealed that, boosted by the Black Friday and Cyber Monday shopping season, the platform's fourth-quarter GMV exceeded $25 billion, surpassing eBay. In December alone, its GMV in overseas markets exceeded that of Shopee.</p>\n<p>Taking the US market as an example, data from research firm eMarketer shows that TikTok Shop's sales in the US grew by 400% in 2024, followed by a 108% increase in 2025. According to announcements from TikTok Shop, during the four-day Black Friday/Cyber Monday period from November 28 to December 1, 2025, its GMV in the US surpassed $500 million, with the number of consumers placing orders through the platform increasing by nearly 50%.</p>\n<p>Data from Momentum Works indicates that in Southeast Asia, TikTok Shop became the industry's second-largest player, behind only Shopee, in just four years. It is closing the gap with Shopee with growth significantly above the industry average.</p>\n<p>The European market also maintains a high growth trajectory. TikTok Shop is currently operational in the UK, Ireland, Germany, Spain, France, Italy, and other countries, with its European market growing by over 100% in 2025. The newly added Latin American and Japanese markets in 2025 also performed strongly. According to Momentum Works and Nikkei news, TikTok Shop's GMV in Brazil grew 25-fold in its first three months of operation, while its GMV in Japan grew 20-fold within four months of launch.</p>\n<p>Despite its swift growth, TikTok Shop faces challenges in multiple markets. In mature markets like Europe, the US, and Japan, traditional e-commerce platforms hold dominant positions and continue to invest heavily to solidify their user engagement. E-commerce giant Amazon.com maintains leadership in website traffic and market share, and its long-term investments in logistics have built a formidable competitive moat. Many brands also partner with e-commerce service provider Shopify, using ads on Meta and Google to drive traffic to their independent websites for orders.</p>\n<p>In Southeast Asia, Sea Ltd's e-commerce platform Shopee covers all major countries and has long led in GMV. In Brazil, Shopee also demonstrates strong competitiveness, positioning itself as the second-largest e-commerce platform after the local giant Mercado Livre.</p>\n<p>With the rise of TikTok Shop and its promoted \"interest-based e-commerce\" model, traditional e-commerce platforms are actively transforming. For instance, Amazon.com launched its short video feature Inspire and integrated shopping links with platforms like Instagram and Snap. Shopee has increased its investment in live streaming, collaborating with YouTube and Meta to launch influencer marketing and social shopping features, directly competing with TikTok Shop in Southeast Asia.</p>","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>TikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies</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\">\nTikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-01-07 11:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise Volume (GMV) approached the $100 billion mark. This positions it fifth among major overseas e-commerce platforms, trailing only Amazon.com, Walmart, Shopee, and eBay, while simultaneously achieving the highest growth rate.</p>\n<p>It is understood that TikTok Shop, launched in 2021, has now entered 17 global markets, including the United States, Japan, and multiple countries across Europe, Southeast Asia, and Latin America. The platform heavily promotes an \"interest-based e-commerce\" model, but while growing rapidly, it also faces fierce competition and challenges from traditional e-commerce players in various markets.</p>\n<p>According to estimates from analytics firm EchoTik, TikTok Shop's GMV in the third quarter of 2025 was comparable to that of eBay. Informed sources revealed that, boosted by the Black Friday and Cyber Monday shopping season, the platform's fourth-quarter GMV exceeded $25 billion, surpassing eBay. In December alone, its GMV in overseas markets exceeded that of Shopee.</p>\n<p>Taking the US market as an example, data from research firm eMarketer shows that TikTok Shop's sales in the US grew by 400% in 2024, followed by a 108% increase in 2025. According to announcements from TikTok Shop, during the four-day Black Friday/Cyber Monday period from November 28 to December 1, 2025, its GMV in the US surpassed $500 million, with the number of consumers placing orders through the platform increasing by nearly 50%.</p>\n<p>Data from Momentum Works indicates that in Southeast Asia, TikTok Shop became the industry's second-largest player, behind only Shopee, in just four years. It is closing the gap with Shopee with growth significantly above the industry average.</p>\n<p>The European market also maintains a high growth trajectory. TikTok Shop is currently operational in the UK, Ireland, Germany, Spain, France, Italy, and other countries, with its European market growing by over 100% in 2025. The newly added Latin American and Japanese markets in 2025 also performed strongly. According to Momentum Works and Nikkei news, TikTok Shop's GMV in Brazil grew 25-fold in its first three months of operation, while its GMV in Japan grew 20-fold within four months of launch.</p>\n<p>Despite its swift growth, TikTok Shop faces challenges in multiple markets. In mature markets like Europe, the US, and Japan, traditional e-commerce platforms hold dominant positions and continue to invest heavily to solidify their user engagement. E-commerce giant Amazon.com maintains leadership in website traffic and market share, and its long-term investments in logistics have built a formidable competitive moat. Many brands also partner with e-commerce service provider Shopify, using ads on Meta and Google to drive traffic to their independent websites for orders.</p>\n<p>In Southeast Asia, Sea Ltd's e-commerce platform Shopee covers all major countries and has long led in GMV. In Brazil, Shopee also demonstrates strong competitiveness, positioning itself as the second-largest e-commerce platform after the local giant Mercado Livre.</p>\n<p>With the rise of TikTok Shop and its promoted \"interest-based e-commerce\" model, traditional e-commerce platforms are actively transforming. For instance, Amazon.com launched its short video feature Inspire and integrated shopping links with platforms like Instagram and Snap. Shopee has increased its investment in live streaming, collaborating with YouTube and Meta to launch influencer marketing and social shopping features, directly competing with TikTok Shop in Southeast Asia.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0261945553.USD":"FIDELITY ASEAN \"A\" ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","BK4507":"流媒体概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0079474960.USD":"联博美国增长基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4503":"景林资产持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - 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ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144592974","content_text":"ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise Volume (GMV) approached the $100 billion mark. This positions it fifth among major overseas e-commerce platforms, trailing only Amazon.com, Walmart, Shopee, and eBay, while simultaneously achieving the highest growth rate.\nIt is understood that TikTok Shop, launched in 2021, has now entered 17 global markets, including the United States, Japan, and multiple countries across Europe, Southeast Asia, and Latin America. The platform heavily promotes an \"interest-based e-commerce\" model, but while growing rapidly, it also faces fierce competition and challenges from traditional e-commerce players in various markets.\nAccording to estimates from analytics firm EchoTik, TikTok Shop's GMV in the third quarter of 2025 was comparable to that of eBay. Informed sources revealed that, boosted by the Black Friday and Cyber Monday shopping season, the platform's fourth-quarter GMV exceeded $25 billion, surpassing eBay. In December alone, its GMV in overseas markets exceeded that of Shopee.\nTaking the US market as an example, data from research firm eMarketer shows that TikTok Shop's sales in the US grew by 400% in 2024, followed by a 108% increase in 2025. According to announcements from TikTok Shop, during the four-day Black Friday/Cyber Monday period from November 28 to December 1, 2025, its GMV in the US surpassed $500 million, with the number of consumers placing orders through the platform increasing by nearly 50%.\nData from Momentum Works indicates that in Southeast Asia, TikTok Shop became the industry's second-largest player, behind only Shopee, in just four years. It is closing the gap with Shopee with growth significantly above the industry average.\nThe European market also maintains a high growth trajectory. TikTok Shop is currently operational in the UK, Ireland, Germany, Spain, France, Italy, and other countries, with its European market growing by over 100% in 2025. The newly added Latin American and Japanese markets in 2025 also performed strongly. According to Momentum Works and Nikkei news, TikTok Shop's GMV in Brazil grew 25-fold in its first three months of operation, while its GMV in Japan grew 20-fold within four months of launch.\nDespite its swift growth, TikTok Shop faces challenges in multiple markets. In mature markets like Europe, the US, and Japan, traditional e-commerce platforms hold dominant positions and continue to invest heavily to solidify their user engagement. E-commerce giant Amazon.com maintains leadership in website traffic and market share, and its long-term investments in logistics have built a formidable competitive moat. Many brands also partner with e-commerce service provider Shopify, using ads on Meta and Google to drive traffic to their independent websites for orders.\nIn Southeast Asia, Sea Ltd's e-commerce platform Shopee covers all major countries and has long led in GMV. In Brazil, Shopee also demonstrates strong competitiveness, positioning itself as the second-largest e-commerce platform after the local giant Mercado Livre.\nWith the rise of TikTok Shop and its promoted \"interest-based e-commerce\" model, traditional e-commerce platforms are actively transforming. For instance, Amazon.com launched its short video feature Inspire and integrated shopping links with platforms like Instagram and Snap. Shopee has increased its investment in live streaming, collaborating with YouTube and Meta to launch influencer marketing and social shopping features, directly competing with TikTok Shop in Southeast Asia.","news_type":1,"symbols_score_info":{"AMZN":1,"SE":1,"USAW.SI":1}},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":287092978024448,"gmtCreate":1711113646869,"gmtModify":1711113650317,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"I like to buy &amp; collect watches [Facepalm]","listText":"I like to buy &amp; collect watches [Facepalm]","text":"I like to buy & collect watches [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/287092978024448","isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109941540501062","authorId":"4109941540501062","name":"买香蕉也用券","avatar":"https://community-static.tradeup.com/news/bd3a71caa40eb6e0d2468ff0ffa1a967","crmLevel":2,"crmLevelSwitch":1,"idStr":"4109941540501062","authorIdStr":"4109941540501062"},"content":"Even though it still still have goodvalue, i feel it is like buying new cars, burn money :(","text":"Even though it still still have goodvalue, i feel it is like buying new cars, burn money :(","html":"Even though it still still have goodvalue, i feel it is like buying new cars, burn money :("},{"author":{"id":"4109941540501062","authorId":"4109941540501062","name":"买香蕉也用券","avatar":"https://community-static.tradeup.com/news/bd3a71caa40eb6e0d2468ff0ffa1a967","crmLevel":2,"crmLevelSwitch":1,"idStr":"4109941540501062","authorIdStr":"4109941540501062"},"content":"rolex price dropped :(","text":"rolex price dropped :(","html":"rolex price dropped :("}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":461369253302600,"gmtCreate":1753675958781,"gmtModify":1753675962865,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 🐄🐃🐂🦬🐮🚀🌚🍻","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 🐄🐃🐂🦬🐮🚀🌚🍻","text":"$Palantir Technologies Inc.(PLTR)$ 🐄🐃🐂🦬🐮🚀🌚🍻","images":[{"img":"https://community-static.tradeup.com/news/2fa4b98efdbd9bc5360fc108d5e79483","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/461369253302600","isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417116061991464,"gmtCreate":1742853516029,"gmtModify":1742886614172,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> to infinity &amp; beyond! 🚀🌙","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> to infinity &amp; beyond! 🚀🌙","text":"$Palantir Technologies Inc.(PLTR)$ to infinity & beyond! 🚀🌙","images":[{"img":"https://community-static.tradeup.com/news/5f8a6865d72aafe344b3abb09649b61f","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/417116061991464","isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010977","authorId":"10000000000010977","name":"SiliconTracker","avatar":"https://static.tigerbbs.com/488cfd11df10dfce68c02b0509308e33","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010977","authorIdStr":"10000000000010977"},"content":"Congratulations on doubling your profits!","text":"Congratulations on doubling your profits!","html":"Congratulations on doubling your profits!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":273394069168408,"gmtCreate":1707784394423,"gmtModify":1707784397741,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FSR\">$Fisker Inc.(FSR)$ </a> 😢 no👁 💩!","listText":"<a href=\"https://ttm.financial/S/FSR\">$Fisker Inc.(FSR)$ </a> 😢 no👁 💩!","text":"$Fisker Inc.(FSR)$ 😢 no👁 💩!","images":[{"img":"https://community-static.tradeup.com/news/dc2b72a5f9478344b86f3f6434314563","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/273394069168408","isVote":1,"tweetType":1,"viewCount":1906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087437757420620","authorId":"4087437757420620","name":"IMRainmaker","avatar":"https://static.tigerbbs.com/18fb455bb4d6638a7868eb281bc37d7c","crmLevel":11,"crmLevelSwitch":1,"idStr":"4087437757420620","authorIdStr":"4087437757420620"},"content":"Back to $2 soon","text":"Back to $2 soon","html":"Back to $2 soon"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":416229018489192,"gmtCreate":1742603410425,"gmtModify":1742803227234,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> not selling. to infinity &amp; beyond! 🚀🌙","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> not selling. to infinity &amp; beyond! 🚀🌙","text":"$Palantir Technologies Inc.(PLTR)$ not selling. to infinity & beyond! 🚀🌙","images":[{"img":"https://community-static.tradeup.com/news/45f75692f60999eb374aa2aa74b2aaa9","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":34,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/416229018489192","isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9037439994,"gmtCreate":1648164344801,"gmtModify":1676534310870,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","listText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","text":"‌$NIO Inc.(NIO)$‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037439994","isVote":1,"tweetType":1,"viewCount":2659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000462","authorId":"9000000000000462","name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000462","authorIdStr":"9000000000000462"},"content":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth","text":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth","html":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth"},{"author":{"id":"9000000000000641","authorId":"9000000000000641","name":"CyrilDavy","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000641","authorIdStr":"9000000000000641"},"content":"Buying more NIO. Guidance is going to be very strong and the shorts are going to freak out.","text":"Buying more NIO. Guidance is going to be very strong and the shorts are going to freak out.","html":"Buying more NIO. Guidance is going to be very strong and the shorts are going to freak out."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911074373,"gmtCreate":1664101566093,"gmtModify":1676537390797,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","listText":"‌<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","text":"‌$XPeng Inc.(XPEV)$‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":14,"repostSize":0,"link":"https://ttm.financial/post/9911074373","isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934103195,"gmtCreate":1663201500618,"gmtModify":1676537225185,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?&nbsp;","listText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?&nbsp;","text":"‌$NIO Inc.(NIO)$‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9934103195","isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582336414789652","authorId":"3582336414789652","name":"Svengers19","avatar":"https://static.tigerbbs.com/6fdf90ae5f065baeb154898ca8d848d2","crmLevel":11,"crmLevelSwitch":0,"idStr":"3582336414789652","authorIdStr":"3582336414789652"},"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458890180407920,"gmtCreate":1753070720292,"gmtModify":1753070723850,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JOBY\">$Joby Aviation, Inc.(JOBY)$ </a> 🐄🐃🐂🦬🐮🚀🌚😬","listText":"<a href=\"https://ttm.financial/S/JOBY\">$Joby Aviation, Inc.(JOBY)$ </a> 🐄🐃🐂🦬🐮🚀🌚😬","text":"$Joby Aviation, Inc.(JOBY)$ 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