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09-27 19:14

$Tesla Motors(TSLA)$ only Tesla make it happen

08-01

$Orion Digital Corp.(ORIO)$ no worry about it will come back to you

08-01

$Orion Digital Corp.(ORIO)$ keep up up no worry

07-31

Great article, would you like to share it?

Tesla and SpaceX Merger Speculation Heats up and Elon Musk Tries to Cool it Off

07-31

$NIO Inc.(NIO)$ back to work hard

07-01

Great article, would you like to share it?

Prominent "Big Short" Investor Burry Initiates Short Positions in Caterpillar, Tesla, NVIDIA and Applied Materials

06-10

Great article, would you like to share it?

Wall St Drops; SMCI Down 11%; Micron And TSMC Down 2%; Nvidia Down 1%

05-28

$Tesla Motors(TSLA)$ hohoho

05-28

$Tesla Motors(TSLA)$ greatest

05-28

$Tesla Motors(TSLA)$

05-27

Pushing up ahead..

Nvidia Doubles Down on Taiwan With $150 Billion Investment. Turns Back on China

05-24

Omg

05-23

Great article, would you like to share it?

Nvidia Poured $18.6 Billion into Venture-Capital Investments in Just Three Months. Where Does the Cash Trail Lead?

05-20

Great day

05-19

Cool

05-16

Space X to the moon

05-01

great time now

@Tiger_comments:S&P 500 Concludes Best Month Since 2020! Chase New High or Take Profits?

03-06

Hopefully this share update trends up side..

2025-11-04

$Palantir Technologies Inc.(PLTR)$

2025-10-27

$APPLIED DIGITAL CORP(APLD)$

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> only Tesla make it happen","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> only Tesla make it happen","text":"$Tesla Motors(TSLA)$ only Tesla make it 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</a> no worry about it will come back to you&nbsp;","text":"$Orion Digital Corp.(ORIO)$ no worry about it will come back to you","images":[{"img":"https://community-static.tradeup.com/news/af5dcd3cd657ca70d92609976981cf9b","width":"898","height":"1371"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/591949145351304","isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":591948649627992,"gmtCreate":1785545062793,"gmtModify":1785754279796,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORIO\">$Orion Digital Corp.(ORIO)$ </a> keep up up no worry&nbsp;","listText":"<a href=\"https://ttm.financial/S/ORIO\">$Orion Digital Corp.(ORIO)$ </a> keep up up no worry&nbsp;","text":"$Orion Digital Corp.(ORIO)$ keep up up no worry","images":[{"img":"https://community-static.tradeup.com/news/8448cdd30f2d35e4334a58e6c376311d","width":"898","height":"1371"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/591948649627992","isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":591800247107888,"gmtCreate":1785508822910,"gmtModify":1785508826230,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591800247107888","repostId":"2655368228","repostType":4,"repost":{"id":"2655368228","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":1785495960,"share":"https://ttm.financial/m/news/2655368228?lang=en_US&edition=fundamental","pubTime":"2026-07-31 19:06","market":"us","language":"en","title":"Tesla and SpaceX Merger Speculation Heats up and Elon Musk Tries to Cool it Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2655368228","media":"Dow Jones","summary":"For more evidence that Tesla might not be a car company, consider the recent report that Tesla could be thinking of leaving its largest, most productive car plant in the world's largest market for new","content":"<html><head></head><body><p style=\"text-align: left;\">For more evidence that <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> might not be a car company, consider the recent report that Tesla could be thinking of leaving its largest, most productive car plant in the world&#39;s largest market for new cars and new EVs behind, in favor of an all-artificial-intelligence future.</p><p style=\"text-align: left;\">The Wall Street Journal reported that Tesla was preparing its China business for a possible sale, smoothing the path for a merger with SpaceX.</p><p style=\"text-align: left;\">It&#39;s hard to overstate how significant that idea is. China accounted for more than 20% of Tesla&#39;s 2025 revenue. Its plant in Shanghai produced more than half the cars sold that year. Domestic Chinese sales accounted for more than 35% of Tesla&#39;s total, with the rest being exported.</p><p style=\"text-align: left;\">Tesla and SpaceX didn&#39;t respond to requests for comment. CEO of both companies, Elon Musk, took to X to deny the report, saying the topic of a Chinese separation &#34;has never even come up in a discussion ever,&#34; and calling it &#34;fake news.&#34;</p><p style=\"text-align: left;\">The idea of a Tesla/SpaceX merger certainly isn&#39;t new. More than a few Wall Street analysts see the combination as inevitable. Musk was even asked about it on Tesla&#39;s recent second-quarter earnings conference call. He responded by saying large mergers aren&#39;t what you discuss on earnings conference calls.</p><p style=\"text-align: left;\">The logic behind a combination isn&#39;t hard to suss out. Both companies are all about AI. SpaceX generates frontier AI models and plans to put data ceters into orbit. Tesla is working on physical AI applications such as robo-taxis and robots. The companies already work together on things such as a semiconductor-making facility in Texas. And there is the most obvious reason of all: Elon Musk. He controls both companies.</p><p style=\"text-align: left;\">Still, what would be the largest merger in history wouldn&#39;t be simple to complete. The Chinese problem is just one issue to overcome. SpaceX does a lot of business for the U.S. military, which could create some regulatory isuses, said GLJ analyst Gordon Johnson, who adds that Chinese regulators could also try to veto a merger.</p><p style=\"text-align: left;\">Wall Street&#39;s commonly cited timeline for a potential merger is 12 to 18 months from the initial public offering, which puts the announcement in mid-2027 to early 2028. The deal could easily take a year to close pushing the final date for the creation of one Musk-run trillion-dollar company to 2029.</p><p style=\"text-align: left;\">By then, Tesla plans to be selling robots with millions of robo-taxis on the road. SpaceX plans to be lauching AI-computing statellites on its huge Starship rocket. Investors shouldn&#39;t forget about how each company will make those things happen while focusing on merger hype.</p><p style=\"text-align: left;\">The potential deal is hard to ignore, though, and speculation isn&#39;t going to stop.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla and SpaceX Merger Speculation Heats up and Elon Musk Tries to Cool it Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and SpaceX Merger Speculation Heats up and Elon Musk Tries to Cool it Off\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\">2026-07-31 19:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">For more evidence that <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> might not be a car company, consider the recent report that Tesla could be thinking of leaving its largest, most productive car plant in the world&#39;s largest market for new cars and new EVs behind, in favor of an all-artificial-intelligence future.</p><p style=\"text-align: left;\">The Wall Street Journal reported that Tesla was preparing its China business for a possible sale, smoothing the path for a merger with SpaceX.</p><p style=\"text-align: left;\">It&#39;s hard to overstate how significant that idea is. China accounted for more than 20% of Tesla&#39;s 2025 revenue. Its plant in Shanghai produced more than half the cars sold that year. Domestic Chinese sales accounted for more than 35% of Tesla&#39;s total, with the rest being exported.</p><p style=\"text-align: left;\">Tesla and SpaceX didn&#39;t respond to requests for comment. CEO of both companies, Elon Musk, took to X to deny the report, saying the topic of a Chinese separation &#34;has never even come up in a discussion ever,&#34; and calling it &#34;fake news.&#34;</p><p style=\"text-align: left;\">The idea of a Tesla/SpaceX merger certainly isn&#39;t new. More than a few Wall Street analysts see the combination as inevitable. Musk was even asked about it on Tesla&#39;s recent second-quarter earnings conference call. He responded by saying large mergers aren&#39;t what you discuss on earnings conference calls.</p><p style=\"text-align: left;\">The logic behind a combination isn&#39;t hard to suss out. Both companies are all about AI. SpaceX generates frontier AI models and plans to put data ceters into orbit. Tesla is working on physical AI applications such as robo-taxis and robots. The companies already work together on things such as a semiconductor-making facility in Texas. And there is the most obvious reason of all: Elon Musk. He controls both companies.</p><p style=\"text-align: left;\">Still, what would be the largest merger in history wouldn&#39;t be simple to complete. The Chinese problem is just one issue to overcome. SpaceX does a lot of business for the U.S. military, which could create some regulatory isuses, said GLJ analyst Gordon Johnson, who adds that Chinese regulators could also try to veto a merger.</p><p style=\"text-align: left;\">Wall Street&#39;s commonly cited timeline for a potential merger is 12 to 18 months from the initial public offering, which puts the announcement in mid-2027 to early 2028. The deal could easily take a year to close pushing the final date for the creation of one Musk-run trillion-dollar company to 2029.</p><p style=\"text-align: left;\">By then, Tesla plans to be selling robots with millions of robo-taxis on the road. SpaceX plans to be lauching AI-computing statellites on its huge Starship rocket. Investors shouldn&#39;t forget about how each company will make those things happen while focusing on merger hype.</p><p style=\"text-align: left;\">The potential deal is hard to ignore, though, and speculation isn&#39;t going to stop.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCU":"2倍做多SpaceX ETF-Defiance","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSLI":"2倍做多TSLA ETF-ProShares","SPCQ":"2倍做空SpaceX ETF-Defiance","LU0823411888.USD":"法巴消费创新基金 Cap","TSLL":"2倍做多TSLA ETF-Direxion","TLA":"GraniteShares Autocallable TSLA ETF","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","SPCM":"2倍做多SpaceX ETF-Tradr","TSLP":"TSLA收益溢价策略ETF-Kurv","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","TSLQ":"2倍做空TSLA ETF-Tradr","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","TSLS":"1倍做空TSLA ETF-Direxion","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLT":"2倍做多TSLA ETF-T-Rex","SPCX":"SPAC and New Issue ETF","SPCG":"2倍做空SpaceX ETF-Tradr","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLW":"TSLA周配息ETF-Roundhill","LOFF":"2倍做多SpaceX ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","SMOG":"VanEck Low Carbon Energy ETF","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4604":"机器人概念","TSLZ":"2倍做空TSLA ETF-T-Rex","BK4527":"明星科技股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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TREND \"BAZ\" (EUR) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","07766":"南方两倍做多特斯拉","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4598":"佩洛西持仓","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSII":"REX TSLA Growth & Income ETF","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (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":"2655368228","content_text":"For more evidence that Tesla might not be a car company, consider the recent report that Tesla could be thinking of leaving its largest, most productive car plant in the world's largest market for new cars and new EVs behind, in favor of an all-artificial-intelligence future.The Wall Street Journal reported that Tesla was preparing its China business for a possible sale, smoothing the path for a merger with SpaceX.It's hard to overstate how significant that idea is. China accounted for more than 20% of Tesla's 2025 revenue. Its plant in Shanghai produced more than half the cars sold that year. Domestic Chinese sales accounted for more than 35% of Tesla's total, with the rest being exported.Tesla and SpaceX didn't respond to requests for comment. CEO of both companies, Elon Musk, took to X to deny the report, saying the topic of a Chinese separation \"has never even come up in a discussion ever,\" and calling it \"fake news.\"The idea of a Tesla/SpaceX merger certainly isn't new. More than a few Wall Street analysts see the combination as inevitable. Musk was even asked about it on Tesla's recent second-quarter earnings conference call. He responded by saying large mergers aren't what you discuss on earnings conference calls.The logic behind a combination isn't hard to suss out. Both companies are all about AI. SpaceX generates frontier AI models and plans to put data ceters into orbit. Tesla is working on physical AI applications such as robo-taxis and robots. The companies already work together on things such as a semiconductor-making facility in Texas. And there is the most obvious reason of all: Elon Musk. He controls both companies.Still, what would be the largest merger in history wouldn't be simple to complete. The Chinese problem is just one issue to overcome. SpaceX does a lot of business for the U.S. military, which could create some regulatory isuses, said GLJ analyst Gordon Johnson, who adds that Chinese regulators could also try to veto a merger.Wall Street's commonly cited timeline for a potential merger is 12 to 18 months from the initial public offering, which puts the announcement in mid-2027 to early 2028. The deal could easily take a year to close pushing the final date for the creation of one Musk-run trillion-dollar company to 2029.By then, Tesla plans to be selling robots with millions of robo-taxis on the road. SpaceX plans to be lauching AI-computing statellites on its huge Starship rocket. Investors shouldn't forget about how each company will make those things happen while focusing on merger hype.The potential deal is hard to ignore, though, and speculation isn't going to stop.","news_type":1,"symbols_score_info":{"TSDD":0.6,"TSLQ":0.6,"SPCG":0.6,"TSLP":0.6,"SPCH":0.6,"WANT":0.6,"SPCU":0.6,"09766":0.6,"TSLI":0.6,"TSLT":0.6,"TSLG":0.6,"TLA":0.6,"TEST":0.6,"WATS":0.6,"SPAX":0.6,"TSLW":0.6,"07766":0.6,"TSLA":1.97,"SSPC":0.6,"TESL":0.6,"09366":0.6,"TSII":0.6,"TSYY":0.6,"TSLO":0.6,"LOFF":0.6,"SPCQ":0.6,"07366":0.6,"TSLS":0.6,"SPCF":0.6,"TSL":0.6,"TSLL":0.6,"CRSH":0.6,"IDRV":0.6,"LIT":0.6,"TSLY":0.6,"SPAL":0.6,"SNK":0.6,"SPCX":2,"SPCM":0.6,"FDRV":0.6,"SMOG":0.6,"TSLR":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591637831382168,"gmtCreate":1785473940346,"gmtModify":1785502826919,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> back to work hard&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> back to work hard&nbsp;","text":"$NIO Inc.(NIO)$ back to work hard","images":[{"img":"https://community-static.tradeup.com/news/b163cc8b95e4a2d54b02ac140836cfe3","width":"898","height":"1371"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/591637831382168","isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581024822678736,"gmtCreate":1782882007172,"gmtModify":1782882010131,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581024822678736","repostId":"1184896857","repostType":4,"repost":{"id":"1184896857","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":1782861210,"share":"https://ttm.financial/m/news/1184896857?lang=en_US&edition=fundamental","pubTime":"2026-07-01 07:13","market":"us","language":"en","title":"Prominent \"Big Short\" Investor Burry Initiates Short Positions in Caterpillar, Tesla, NVIDIA and Applied Materials","url":"https://stock-news.laohu8.com/highlight/detail?id=1184896857","media":"Deep News","summary":"The investor who inspired the film 'The Big Short', well-known hedge fund manager Michael Burry, has disclosed he has established a short position in Caterpillar, arguing the construction equipment...","content":"<html><head></head><body><p>The investor who inspired the film &#39;The Big Short&#39;, well-known hedge fund manager Michael Burry, has disclosed he has established a short position in <b>Caterpillar</b>, arguing the construction equipment manufacturer is now overvalued as a beneficiary of the AI infrastructure investment boom.<br/><br/>Burry stated he shorted <b>Caterpillar</b> stock at $1060.98. Additionally, he has newly established short positions in <b>NVIDIA</b>, <b>Applied Materials</b>, <b>Tesla Motors</b>, and the iShares Semiconductor ETF.<br/><br/>Burry wrote in an article published on Substack on Tuesday:<br/><br/>&#34;This is my first time shorting <b>Caterpillar</b>. In the past, being long this stock has worked well for me.&#34;<br/><br/>In the first half of 2026, <b>Caterpillar</b>&#39;s stock price has surged 86% cumulatively, making it one of the best-performing components of the S&amp;P 500 index this year. As global AI infrastructure investment continues to heat up, more investors are viewing the company as a key stock to play this theme.<br/><br/>Burry indicated that <b>Caterpillar</b>&#39;s valuation has risen to a level that alarms him. With the stock hitting record highs, its Price-to-Sales Ratio has climbed to its highest level in at least the past 30 years.<br/><br/>Burry also wrote:<br/><br/>&#34;The immediate catalyst for today&#39;s rally is South Korea&#39;s announced massive spending plan. But in my view, this is precisely the beginning of the end for this rally. It&#39;s now just a matter of time.&#34;</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>Prominent \"Big Short\" Investor Burry Initiates Short Positions in Caterpillar, Tesla, NVIDIA and Applied Materials</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\">\nProminent \"Big Short\" Investor Burry Initiates Short Positions in Caterpillar, Tesla, NVIDIA and Applied Materials\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\">2026-07-01 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The investor who inspired the film &#39;The Big Short&#39;, well-known hedge fund manager Michael Burry, has disclosed he has established a short position in <b>Caterpillar</b>, arguing the construction equipment manufacturer is now overvalued as a beneficiary of the AI infrastructure investment boom.<br/><br/>Burry stated he shorted <b>Caterpillar</b> stock at $1060.98. Additionally, he has newly established short positions in <b>NVIDIA</b>, <b>Applied Materials</b>, <b>Tesla Motors</b>, and the iShares Semiconductor ETF.<br/><br/>Burry wrote in an article published on Substack on Tuesday:<br/><br/>&#34;This is my first time shorting <b>Caterpillar</b>. In the past, being long this stock has worked well for me.&#34;<br/><br/>In the first half of 2026, <b>Caterpillar</b>&#39;s stock price has surged 86% cumulatively, making it one of the best-performing components of the S&amp;P 500 index this year. As global AI infrastructure investment continues to heat up, more investors are viewing the company as a key stock to play this theme.<br/><br/>Burry indicated that <b>Caterpillar</b>&#39;s valuation has risen to a level that alarms him. With the stock hitting record highs, its Price-to-Sales Ratio has climbed to its highest level in at least the past 30 years.<br/><br/>Burry also wrote:<br/><br/>&#34;The immediate catalyst for today&#39;s rally is South Korea&#39;s announced massive spending plan. But in my view, this is precisely the beginning of the end for this rally. It&#39;s now just a matter of time.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAT":"卡特彼勒","NVDG":"2倍做多NVDA ETF- Leverage Shares","TSLW":"TSLA周配息ETF-Roundhill","NVDA":"英伟达","DIPS":"做空NVDA期权收益策略ETF-YieldMax","TSDD":"2倍做空TSLA ETF-GraniteShares","TESL":"Simplify Volt TSLA Revolution ETF","TSII":"REX TSLA Growth & Income ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","AMAT":"应用材料","TSLY":"TSLA期权收益策略ETF-YieldMax","NVDL":"2倍做多NVDA ETF-GraniteShares","07788":"南方两倍做多英伟达","TSL":"1.25倍做多TSLA ETF-GraniteShares","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","TSLZ":"2倍做空TSLA ETF-T-Rex","09366":"南方两倍做空特斯拉-U","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSYY":"收益增强TSLA ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr","TSLI":"2倍做多TSLA ETF-ProShares","NVDU":"2倍做多NVDA ETF-Direxion","TLA":"GraniteShares Autocallable TSLA ETF","NVDW":"NVDA周配息ETF-Roundhill","TSLP":"TSLA收益溢价策略ETF-Kurv","NVDX":"2倍做多NVDA ETF-T-Rex","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLQ":"2倍做空TSLA ETF-Tradr","NVDY":"NVDA期权收益策略ETF-YieldMax","ANV":"GraniteShares Autocallable NVDA ETF","09766":"南方两倍做多特斯拉-U","TSLR":"2倍做多TSLA ETF-GraniteShares","NVD":"2倍做空NVDA ETF-GraniteShares","07366":"南方两倍做空特斯拉","NVYY":"GraniteShares YieldBOOST NVDA ETF","TSLS":"1倍做空TSLA ETF-Direxion","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","07388":"南方两倍做空英伟达","TSLT":"2倍做多TSLA ETF-T-Rex","NVDD":"1倍做空NVDA ETF-Direxion","TSLA":"特斯拉","07766":"南方两倍做多特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184896857","content_text":"The investor who inspired the film 'The Big Short', well-known hedge fund manager Michael Burry, has disclosed he has established a short position in Caterpillar, arguing the construction equipment manufacturer is now overvalued as a beneficiary of the AI infrastructure investment boom.Burry stated he shorted Caterpillar stock at $1060.98. Additionally, he has newly established short positions in NVIDIA, Applied Materials, Tesla Motors, and the iShares Semiconductor ETF.Burry wrote in an article published on Substack on Tuesday:\"This is my first time shorting Caterpillar. In the past, being long this stock has worked well for me.\"In the first half of 2026, Caterpillar's stock price has surged 86% cumulatively, making it one of the best-performing components of the S&P 500 index this year. As global AI infrastructure investment continues to heat up, more investors are viewing the company as a key stock to play this theme.Burry indicated that Caterpillar's valuation has risen to a level that alarms him. With the stock hitting record highs, its Price-to-Sales Ratio has climbed to its highest level in at least the past 30 years.Burry also wrote:\"The immediate catalyst for today's rally is South Korea's announced massive spending plan. But in my view, this is precisely the beginning of the end for this rally. It's now just a matter of time.\"","news_type":1,"symbols_score_info":{"TLA":1,"07788":1,"TESL":1,"07766":1,"TSLP":1,"TSII":1,"TSLI":1,"07388":1,"TSLR":1,"NVDS":1,"NVDU":1,"NVDY":1,"09366":1,"CAT":1,"TSLS":1,"TSLT":1,"NVDG":1,"NVDQ":1,"TSLY":1,"TSLW":1,"NVDA":1,"CRSH":1,"TSLZ":1,"NVDD":1,"NVII":1,"TSLG":1,"DIPS":1,"NVDX":1,"TSL":1,"TSLQ":1,"NVDO":1,"TSLO":1,"NVDB":1,"NVYY":1,"NVD":1,"09766":1,"NVDW":1,"TSDD":1,"07366":1,"TSLA":1,"TSYY":1,"NVDL":1,"TEST":1,"ANV":1,"AMAT":1}},"isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":573812118487832,"gmtCreate":1781099110077,"gmtModify":1781099113003,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/573812118487832","repostId":"1126167177","repostType":2,"repost":{"id":"1126167177","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781098262,"share":"https://ttm.financial/m/news/1126167177?lang=en_US&edition=fundamental","pubTime":"2026-06-10 21:31","market":"us","language":"en","title":"Wall St Drops; SMCI Down 11%; Micron And TSMC Down 2%; Nvidia Down 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126167177","media":"Tiger Newspress","summary":"MarketJune 10, U.S. stocks opened broadly lower as traders digested hawkish Fed messaging and fresh supply-chain headlines. The Dow Jones slipped 0.52% to 50,606.71, the S&P 500 shed 0.52% to...","content":"<html><head></head><body><h2 style=\"text-align: left;\">Market</h2><p style=\"text-align: left;\">June 10, U.S. stocks opened broadly lower as traders digested hawkish Fed messaging and fresh supply-chain headlines. The Dow Jones slipped 0.52% to 50,606.71, the S&amp;P 500 shed 0.52% to 7,348.08 and the Nasdaq Composite fell 0.65% to 25,511.05, pointing to a cautious tone across major benchmarks.</p><p style=\"text-align: left;\">Pop Culture Group Co., Ltd soars 105.6%, Hitek Global jumps 41.8%, Boqii Holding Limited rallies 29.4%, Quhuo spikes 26.9% and Applied Optoelectronics climbs 4.4% on deal and growth buzz. On the downside, SUPER MICRO COMPUTER INC falls 11.3% after a short report, Oracle drops 3.3% on soft guidance, Alibaba slides 3.0% amid China demand worries, Taiwan Semiconductor Manufacturing loses 2.1% on supply concerns and Tesla Motors slips 1.2% following fresh price cuts.</p><p style=\"text-align: left;\">Elsewhere, Intchains Group Ltd. surges 9.6%, Datasea Inc. adds 8.7%, Lichen China Ltd gains 7.8%, Zai Lab Ltd advances 2.9% and Trip.com Group Limited rises 1.9% as investors rotate into selective China ADRs, while leveraged semiconductor ETFs lag broader benchmarks.</p><h2 style=\"text-align: left;\">News</h2><p style=\"text-align: left;\"><strong>Pop Culture Group Co., Ltd announces AI entertainment pivot, shares surge 105.6%</strong>. Management unveiled a generative-AI content studio expected to launch this quarter, driving a surge in retail interest and liquidity.</p><p style=\"text-align: left;\"><strong>Hitek Global wins large Chinese tax software contract, stock jumps 41.8%</strong>. The multiyear deal expands the company’s provincial footprint and is projected to accelerate top-line growth into double digits.</p><p style=\"text-align: left;\"><strong>Boqii Holding Limited receives founder-led take-private proposal, rallies 29.4%</strong>. The board confirmed a non-binding offer at a significant premium, sparking merger-arbitrage buying.</p><p style=\"text-align: left;\"><strong>Quhuo inks partnership with leading food-delivery app, climbs 26.9%</strong>. The agreement broadens last-mile logistics coverage and could enhance margins as order volume scales.</p><p style=\"text-align: left;\"><strong>SUPER MICRO COMPUTER INC hit by short-seller allegations, tumbles 11.3%</strong>. A new report questioned revenue recognition practices; the company denied wrongdoing but volatility spiked.</p><p style=\"text-align: left;\"><strong>Oracle issues cautious outlook, shares drop 3.3%</strong>. Management cited lengthening enterprise deal cycles and moderating cloud demand, prompting analysts to trim estimates.</p><p style=\"text-align: left;\"><strong>Tesla Motors cuts Model Y prices again, slips 1.2%</strong>. The latest price adjustment aims to defend U.S. market share but renews concerns over automotive gross margins.</p><p style=\"text-align: left;\"><strong>Taiwan Semiconductor Manufacturing delays advanced node expansion, falls 2.1%</strong>. Equipment supply constraints push back mass production timelines, pressuring broader chip sentiment.</p><p style=\"text-align: left;\"><strong>Illumina reports strong early NovaSeqX demand, gains 2.4%</strong>. Initial orders from major research centers suggest upside to sequencing revenue projections.</p><p style=\"text-align: left;\"><strong>Federal Reserve officials push back on near-term rate cuts, dampening risk appetite</strong>. Policymakers emphasized data dependence and a higher-for-longer stance, nudging Treasury yields higher and weighing on growth stocks.</p><p style=\"text-align: left;\"></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>Wall St Drops; SMCI Down 11%; Micron And TSMC Down 2%; Nvidia Down 1%</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\">\nWall St Drops; SMCI Down 11%; Micron And TSMC Down 2%; Nvidia Down 1%\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\">2026-06-10 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\">Market</h2><p style=\"text-align: left;\">June 10, U.S. stocks opened broadly lower as traders digested hawkish Fed messaging and fresh supply-chain headlines. The Dow Jones slipped 0.52% to 50,606.71, the S&amp;P 500 shed 0.52% to 7,348.08 and the Nasdaq Composite fell 0.65% to 25,511.05, pointing to a cautious tone across major benchmarks.</p><p style=\"text-align: left;\">Pop Culture Group Co., Ltd soars 105.6%, Hitek Global jumps 41.8%, Boqii Holding Limited rallies 29.4%, Quhuo spikes 26.9% and Applied Optoelectronics climbs 4.4% on deal and growth buzz. On the downside, SUPER MICRO COMPUTER INC falls 11.3% after a short report, Oracle drops 3.3% on soft guidance, Alibaba slides 3.0% amid China demand worries, Taiwan Semiconductor Manufacturing loses 2.1% on supply concerns and Tesla Motors slips 1.2% following fresh price cuts.</p><p style=\"text-align: left;\">Elsewhere, Intchains Group Ltd. surges 9.6%, Datasea Inc. adds 8.7%, Lichen China Ltd gains 7.8%, Zai Lab Ltd advances 2.9% and Trip.com Group Limited rises 1.9% as investors rotate into selective China ADRs, while leveraged semiconductor ETFs lag broader benchmarks.</p><h2 style=\"text-align: left;\">News</h2><p style=\"text-align: left;\"><strong>Pop Culture Group Co., Ltd announces AI entertainment pivot, shares surge 105.6%</strong>. Management unveiled a generative-AI content studio expected to launch this quarter, driving a surge in retail interest and liquidity.</p><p style=\"text-align: left;\"><strong>Hitek Global wins large Chinese tax software contract, stock jumps 41.8%</strong>. The multiyear deal expands the company’s provincial footprint and is projected to accelerate top-line growth into double digits.</p><p style=\"text-align: left;\"><strong>Boqii Holding Limited receives founder-led take-private proposal, rallies 29.4%</strong>. The board confirmed a non-binding offer at a significant premium, sparking merger-arbitrage buying.</p><p style=\"text-align: left;\"><strong>Quhuo inks partnership with leading food-delivery app, climbs 26.9%</strong>. The agreement broadens last-mile logistics coverage and could enhance margins as order volume scales.</p><p style=\"text-align: left;\"><strong>SUPER MICRO COMPUTER INC hit by short-seller allegations, tumbles 11.3%</strong>. A new report questioned revenue recognition practices; the company denied wrongdoing but volatility spiked.</p><p style=\"text-align: left;\"><strong>Oracle issues cautious outlook, shares drop 3.3%</strong>. Management cited lengthening enterprise deal cycles and moderating cloud demand, prompting analysts to trim estimates.</p><p style=\"text-align: left;\"><strong>Tesla Motors cuts Model Y prices again, slips 1.2%</strong>. The latest price adjustment aims to defend U.S. market share but renews concerns over automotive gross margins.</p><p style=\"text-align: left;\"><strong>Taiwan Semiconductor Manufacturing delays advanced node expansion, falls 2.1%</strong>. Equipment supply constraints push back mass production timelines, pressuring broader chip sentiment.</p><p style=\"text-align: left;\"><strong>Illumina reports strong early NovaSeqX demand, gains 2.4%</strong>. Initial orders from major research centers suggest upside to sequencing revenue projections.</p><p style=\"text-align: left;\"><strong>Federal Reserve officials push back on near-term rate cuts, dampening risk appetite</strong>. Policymakers emphasized data dependence and a higher-for-longer stance, nudging Treasury yields higher and weighing on growth stocks.</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOG":"道指ETF-ProShares做空","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SPXS":"三倍做空标普500ETF-Direxion","VOO":"Vanguard标普500ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","SSO":"2倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SPYM":"投资组合标普500指数ETF-SPDR","MMAX":"iShares Large Cap Max Buffer Mar ETF","SPXU":"三倍做空标普500ETF-ProShares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","UPRO":"三倍做多标普500ETF-ProShares","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","UDOW":"三倍做多道指30ETF-ProShares","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","SDOW":"三倍做空道指30ETF-ProShares",".DJI":"道琼斯","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500 ETF-ProShares","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF",".SPX":"S&P 500 Index","DIA":"道琼斯ETF","DDM":"2倍做多道指ETF-ProShares","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","YSPY":"GraniteShares YieldBOOST SPY ETF","SH":"做空标普500-Proshares","DXD":"两倍做空道琼30指数ETF-ProShares","SPXL":"三倍做多标普500ETF-Direxion"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126167177","content_text":"MarketJune 10, U.S. stocks opened broadly lower as traders digested hawkish Fed messaging and fresh supply-chain headlines. The Dow Jones slipped 0.52% to 50,606.71, the S&P 500 shed 0.52% to 7,348.08 and the Nasdaq Composite fell 0.65% to 25,511.05, pointing to a cautious tone across major benchmarks.Pop Culture Group Co., Ltd soars 105.6%, Hitek Global jumps 41.8%, Boqii Holding Limited rallies 29.4%, Quhuo spikes 26.9% and Applied Optoelectronics climbs 4.4% on deal and growth buzz. On the downside, SUPER MICRO COMPUTER INC falls 11.3% after a short report, Oracle drops 3.3% on soft guidance, Alibaba slides 3.0% amid China demand worries, Taiwan Semiconductor Manufacturing loses 2.1% on supply concerns and Tesla Motors slips 1.2% following fresh price cuts.Elsewhere, Intchains Group Ltd. surges 9.6%, Datasea Inc. adds 8.7%, Lichen China Ltd gains 7.8%, Zai Lab Ltd advances 2.9% and Trip.com Group Limited rises 1.9% as investors rotate into selective China ADRs, while leveraged semiconductor ETFs lag broader benchmarks.NewsPop Culture Group Co., Ltd announces AI entertainment pivot, shares surge 105.6%. Management unveiled a generative-AI content studio expected to launch this quarter, driving a surge in retail interest and liquidity.Hitek Global wins large Chinese tax software contract, stock jumps 41.8%. The multiyear deal expands the company’s provincial footprint and is projected to accelerate top-line growth into double digits.Boqii Holding Limited receives founder-led take-private proposal, rallies 29.4%. The board confirmed a non-binding offer at a significant premium, sparking merger-arbitrage buying.Quhuo inks partnership with leading food-delivery app, climbs 26.9%. The agreement broadens last-mile logistics coverage and could enhance margins as order volume scales.SUPER MICRO COMPUTER INC hit by short-seller allegations, tumbles 11.3%. A new report questioned revenue recognition practices; the company denied wrongdoing but volatility spiked.Oracle issues cautious outlook, shares drop 3.3%. Management cited lengthening enterprise deal cycles and moderating cloud demand, prompting analysts to trim estimates.Tesla Motors cuts Model Y prices again, slips 1.2%. The latest price adjustment aims to defend U.S. market share but renews concerns over automotive gross margins.Taiwan Semiconductor Manufacturing delays advanced node expansion, falls 2.1%. Equipment supply constraints push back mass production timelines, pressuring broader chip sentiment.Illumina reports strong early NovaSeqX demand, gains 2.4%. Initial orders from major research centers suggest upside to sequencing revenue projections.Federal Reserve officials push back on near-term rate cuts, dampening risk appetite. Policymakers emphasized data dependence and a higher-for-longer stance, nudging Treasury yields higher and weighing on growth stocks.","news_type":1,"symbols_score_info":{"SPXU":0.6,".DJI":1,"SPDN":0.6,"SPYU":0.6,"DOG":0.6,"UPRO":0.6,"MMAX":0.6,"SPYH":0.6,"SDS":0.6,"VOO":0.6,"SPY":0.6,"SPYQ":0.6,"SSO":0.6,".IXIC":1,"YSPY":0.6,"DMAX":0.6,"IVV":0.6,"SPUU":0.6,"SPYM":0.6,"SPXS":0.6,"HIBL":0.6,"SDOW":0.6,"DDM":0.6,"DIA":0.6,".SPX":1,"UDOW":0.6,"SPXL":0.6,"SH":0.6,"DXD":0.6,"SMAX":0.6}},"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569138117865696,"gmtCreate":1779955942951,"gmtModify":1779955946244,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> hohoho&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> hohoho&nbsp;","text":"$Tesla Motors(TSLA)$ hohoho","images":[{"img":"https://community-static.tradeup.com/news/bed6827a89e87a29bc95877af2aed1a3","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/569138117865696","isVote":1,"tweetType":1,"viewCount":2290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":569137863456416,"gmtCreate":1779955904364,"gmtModify":1779955907496,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> greatest&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> greatest&nbsp;","text":"$Tesla Motors(TSLA)$ greatest","images":[{"img":"https://community-static.tradeup.com/news/241c4fef82db0177b443a48c93226d69","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569137863456416","isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":569123035927288,"gmtCreate":1779955894689,"gmtModify":1779955896409,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/6ed046884f9f434cae5ffce02e210245","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569123035927288","isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":568822301918224,"gmtCreate":1779878844452,"gmtModify":1779878847417,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Pushing up ahead..&nbsp;","listText":"Pushing up ahead..&nbsp;","text":"Pushing up ahead..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568822301918224","repostId":"2638687506","repostType":2,"repost":{"id":"2638687506","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":1779875813,"share":"https://ttm.financial/m/news/2638687506?lang=en_US&edition=fundamental","pubTime":"2026-05-27 17:56","market":"other","language":"en","title":"Nvidia Doubles Down on Taiwan With $150 Billion Investment. Turns Back on China","url":"https://stock-news.laohu8.com/highlight/detail?id=2638687506","media":"Dow Jones","summary":"$Nvidia(NVDA)$ is brushing aside concerns over the vulnerability of Taiwan in the chip supply chain, as it plans to spend $150 billion annually with Taiwanese suppliers.Nvidia CEO Jensen Huang...","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is brushing aside concerns over the vulnerability of Taiwan in the chip supply chain, as it plans to spend $150 billion annually with Taiwanese suppliers.</p><p style=\"text-align: left;\">TSMC shares gained 2% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f08dc70bd835f43e53ea8a16c3dd419\" data-align=\"center\" tg-width=\"762\" tg-height=\"830\"/><span></span></p><p style=\"text-align: left;\">Nvidia CEO Jensen Huang announced the huge spending plan at an event in Taipei to celebrate the launch of the chip maker&#39;s new campus in Taiwan on Wednesday.</p><p style=\"text-align: left;\">Huang noted that Nvidia is already spending around $100 billion a year annually in Taiwan, the home of its most important supplier <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a>. He didn&#39;t give a time frame for the boost to its investment.</p><p style=\"text-align: left;\">Huang is in Taiwan ahead of the Computex conference, the annual event which acts as a showcase for the self-ruled island&#39;s technology industry and a reminder of its vital place in global supply chains.</p><p style=\"text-align: left;\">Nvidia&#39;s vote of confidence is an important one, amid persistent concerns that Beijing will one day move against Taiwan, which China considers its own.</p><p style=\"text-align: left;\">Those worries have intensified recently after President Donald Trump suggested earlier this month he might use a $14 billion package of U.S. arms for Taiwan that awaits his approval as a &#34;negotiating chip&#34; with China. The comments were made after Trump&#39;s summit with Chinese leader Xi Jinping.</p><p style=\"text-align: left;\">American law makes it U.S. policy to provide Taiwan with weapons for its own self-defense. Trump has said policy on Taiwan hasn&#39;t changed and in December approved a separate $11.1 billion arms package.</p><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Doubles Down on Taiwan With $150 Billion Investment. Turns Back on China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Doubles Down on Taiwan With $150 Billion Investment. Turns Back on China\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\">2026-05-27 17:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is brushing aside concerns over the vulnerability of Taiwan in the chip supply chain, as it plans to spend $150 billion annually with Taiwanese suppliers.</p><p style=\"text-align: left;\">TSMC shares gained 2% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f08dc70bd835f43e53ea8a16c3dd419\" data-align=\"center\" tg-width=\"762\" tg-height=\"830\"/><span></span></p><p style=\"text-align: left;\">Nvidia CEO Jensen Huang announced the huge spending plan at an event in Taipei to celebrate the launch of the chip maker&#39;s new campus in Taiwan on Wednesday.</p><p style=\"text-align: left;\">Huang noted that Nvidia is already spending around $100 billion a year annually in Taiwan, the home of its most important supplier <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a>. He didn&#39;t give a time frame for the boost to its investment.</p><p style=\"text-align: left;\">Huang is in Taiwan ahead of the Computex conference, the annual event which acts as a showcase for the self-ruled island&#39;s technology industry and a reminder of its vital place in global supply chains.</p><p style=\"text-align: left;\">Nvidia&#39;s vote of confidence is an important one, amid persistent concerns that Beijing will one day move against Taiwan, which China considers its own.</p><p style=\"text-align: left;\">Those worries have intensified recently after President Donald Trump suggested earlier this month he might use a $14 billion package of U.S. arms for Taiwan that awaits his approval as a &#34;negotiating chip&#34; with China. The comments were made after Trump&#39;s summit with Chinese leader Xi Jinping.</p><p style=\"text-align: left;\">American law makes it U.S. policy to provide Taiwan with weapons for its own self-defense. Trump has said policy on Taiwan hasn&#39;t changed and in December approved a separate $11.1 billion arms package.</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0689626769.HKD":"AB SICAV I - 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He didn't give a time frame for the boost to its investment.Huang is in Taiwan ahead of the Computex conference, the annual event which acts as a showcase for the self-ruled island's technology industry and a reminder of its vital place in global supply chains.Nvidia's vote of confidence is an important one, amid persistent concerns that Beijing will one day move against Taiwan, which China considers its own.Those worries have intensified recently after President Donald Trump suggested earlier this month he might use a $14 billion package of U.S. arms for Taiwan that awaits his approval as a \"negotiating chip\" with China. The comments were made after Trump's summit with Chinese leader Xi Jinping.American law makes it U.S. policy to provide Taiwan with weapons for its own self-defense. Trump has said policy on Taiwan hasn't changed and in December approved a separate $11.1 billion arms package.","news_type":1,"symbols_score_info":{"NVDY":0.6,"DIPS":0.6,"NVIW.SI":0.6,"NVDQ":0.6,"NVDO":0.6,"07788":0.6,"NVDB":0.6,"TSMX":0.6,"07388":0.6,"NVD3.UK":0.6,"NVDS":0.6,"3NVD.UK":0.6,"TSMY":0.6,"NVDL":0.6,"NVDD":0.6,"NVD":0.6,"NVDW":0.6,"NVDX":0.6,"SNVD.UK":0.6,"ANV":0.6,"TSMZ":0.6,"STSM":0.6,"NVYY":0.6,"NVII":0.6,"2NVD.UK":0.6,"TSM":1.91,"TSMG":0.6,"NVDG":0.6,"03145":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDA":1.96,"TSMU":0.6,"NVD2.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567589514322464,"gmtCreate":1779600635953,"gmtModify":1779600639115,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Omg&nbsp;","listText":"Omg&nbsp;","text":"Omg","images":[{"img":"https://community-static.tradeup.com/news/41fbb4c0d9c278a7f06c3b9534d4577a","width":"834","height":"8599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567589514322464","isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":567294956843208,"gmtCreate":1779528970718,"gmtModify":1779528974254,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567294956843208","repostId":"2637931426","repostType":2,"repost":{"id":"2637931426","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":1779506100,"share":"https://ttm.financial/m/news/2637931426?lang=en_US&edition=fundamental","pubTime":"2026-05-23 11:15","market":"us","language":"en","title":"Nvidia Poured $18.6 Billion into Venture-Capital Investments in Just Three Months. Where Does the Cash Trail Lead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2637931426","media":"Dow Jones","summary":"A rapidly growing asset class on Nvidia’s balance sheet reveals how tightly tethered its future is to the financial health of its partners.","content":"<html><head></head><body><p style=\"text-align: start;\">On the surface, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has been generating enormous amounts of cash by selling the chips driving the artificial-intelligence boom to customers that are clamoring for them. The company generated $48.6 billion of free cash flow in the last quarter, according to a recent securities filing. Saudi Aramco, the Saudi oil monopoly, and Apple, the iPhone maker, are the only other companies in the world capable of producing so much cash.</p><p style=\"text-align: start;\">But a close look at Nvidia’s financials suggests that a portion of that cash may be coming from Nvidia itself, analysts say, adding that Nvidia could need to increasingly fund its own customers to help them buy chips.</p><p>“Our intention is to prioritize R&amp;D and strategic investment. Both will enable us to cultivate our ecosystem, drive market growth, and strengthen our market position,” CFO Colette Kress said on Nvidia’s earnings call this week.</p><p>Cape Fear Advisors CEO Greg Collins wrote in a recent Substack post that Nvidia has been clear that it’s investing in private AI companies to help them buy Nvidia chips. “The company replaced an independent demand market with one it is partly financing into existence — and on the call, named the pattern a competitive advantage,” Collins wrote. “The demand-source mix has moved toward categories whose growth depends on Nvidia’s continued capital deployment.”</p><p style=\"text-align: start;\">As the kingmaker of the AI boom, Nvidia has invested in its own customers, strategic partners and competitors. It has stepped into the role of venture capitalist by participating in funding rounds for some of the hottest AI startups. Recent deals include the right to purchase up to $2.1 billion in shares of neocloud <a href=\"https://laohu8.com/S/IREN\">Iren</a> and up to $3.2 billion in shares of fiber-optics company <a href=\"https://laohu8.com/S/GLW\">Corning</a>.</p><p style=\"text-align: start;\">The move has bolstered Nvidia’s full-stack AI portfolio and put the company’s cash to work. But writing these checks is costly and fuels a circular investment cycle that makes it difficult to determine whether demand for Nvidia’s chips is economically organic or inflated by its own capital, according to analysts. One line item on Nvidia’s statement of cash flows in particular could be relevant to Nvidia’s available capital: purchases of nonmarketable equity securities. These purchases have been steadily growing over the past few quarters.</p><p>In its last quarter, Nvidia used $18.58 billion of cash to purchase nonmarketable equity securities — illiquid assets not traded on exchanges— a securities filing showed. In the same quarter a year earlier, Nvidia spent just $649 million on purchases of nonmarketable equity securities. Nvidia’s rapid increase over the last year of such purchases resulted in the company owning $42.3 billion on nonmarketable equity securities at the end of the April quarter, up from just $3.2 billion a year ago. As a result, Nvidia’s capital intensity may be much higher than what it looks like on paper, according to Collins.</p><p style=\"text-align: start;\">While Nvidia didn’t specifically say in its regulatory filings which private companies make up its portfolio of nonmarketable equity securities, the company disclosed in its annual filing from January that it invested $17.5 billion in private companies and infrastructure funds, including AI model makers, and that “many of these investments are illiquid and non‑marketable.”</p><p style=\"text-align: start;\">Collins believes the line item encompasses private companies Nvidia has invested in, such as Anthropic, OpenAI and xAI, which was acquired by SpaceX. The value of these investments is held at cost basis, a securities filing said, unless an observable event such as a new financing round results in a price change.</p><p style=\"text-align: start;\">Representatives from Nvidia did not immediately respond to a MarketWatch request for comment.</p><p style=\"text-align: start;\">Since the $18.58 billion that Nvidia used to purchase stakes in private companies is not classified as capital expenditures, Nvidia’s headline free cash flow of $48.6 billion for the quarter presents as if the money is still available for distribution or organic reinvestment, Collins told MarketWatch over email. However, in reality, the billions that Nvidia has invested in its AI ecosystem “will only convert back to cash if and when those companies IPO or get acquired at favorable marks,” Collins added. Nvidia reported $1.8 billion in capital expenditures in its last quarter, which means that for every dollar the company spends on its own assets, it deploys roughly 10 dollars into the overall AI ecosystem, Collins pointed out.</p><p style=\"text-align: start;\">The private companies that raised $18.58 billion from Nvidia in its last quarter are using that large amount of cash for something, like buying Nvidia chips.</p><p style=\"text-align: start;\">With OpenAI, Anthropic and SpaceX all planning to go public sometime this year, that could require Nvidia to reclassify its nonmarketable equity securities as marketable securities at fair value — essentially liquid assets that can fluctuate wildly in price. Nvidia has benefited from making itself a central part of the AI ecosystem, but that means that the company has tethered its own financial performance to that of its partners and customers.</p><p style=\"text-align: start;\">Seaport analyst Jay Goldberg sees Nvidia’s extensive investments as part of the company’s strategy to shield itself from growing competition. He initially flagged this trend following the company’s third-quarter results in November, when the company reported $8.2 billion of nonmarketable equity securities. “This is fairly small in the context of its operations, but it grew considerably this quarter, tripling over the past 9 months, and is likely to grow even more next year,” Goldberg wrote at the time. Goldberg is the only analyst tracked by FactSet with a sell rating on Nvidia’s stock.</p><p style=\"text-align: start;\">In an email to MarketWatch, Goldberg also highlighted the disclosure of $30 billion in multiyear cloud service agreement commitments, which represent the backstops Nvidia provides to neoclouds like <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>. Last September, Nvidia signed a deal with CoreWeave, for example, agreeing to purchase any unsold capacity through 2032, providing credit support for CoreWeave to borrow money from Wall Street lenders and continue growing its business.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Poured $18.6 Billion into Venture-Capital Investments in Just Three Months. Where Does the Cash Trail Lead?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Poured $18.6 Billion into Venture-Capital Investments in Just Three Months. Where Does the Cash Trail Lead?\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\">2026-05-23 11:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">On the surface, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has been generating enormous amounts of cash by selling the chips driving the artificial-intelligence boom to customers that are clamoring for them. The company generated $48.6 billion of free cash flow in the last quarter, according to a recent securities filing. Saudi Aramco, the Saudi oil monopoly, and Apple, the iPhone maker, are the only other companies in the world capable of producing so much cash.</p><p style=\"text-align: start;\">But a close look at Nvidia’s financials suggests that a portion of that cash may be coming from Nvidia itself, analysts say, adding that Nvidia could need to increasingly fund its own customers to help them buy chips.</p><p>“Our intention is to prioritize R&amp;D and strategic investment. Both will enable us to cultivate our ecosystem, drive market growth, and strengthen our market position,” CFO Colette Kress said on Nvidia’s earnings call this week.</p><p>Cape Fear Advisors CEO Greg Collins wrote in a recent Substack post that Nvidia has been clear that it’s investing in private AI companies to help them buy Nvidia chips. “The company replaced an independent demand market with one it is partly financing into existence — and on the call, named the pattern a competitive advantage,” Collins wrote. “The demand-source mix has moved toward categories whose growth depends on Nvidia’s continued capital deployment.”</p><p style=\"text-align: start;\">As the kingmaker of the AI boom, Nvidia has invested in its own customers, strategic partners and competitors. It has stepped into the role of venture capitalist by participating in funding rounds for some of the hottest AI startups. Recent deals include the right to purchase up to $2.1 billion in shares of neocloud <a href=\"https://laohu8.com/S/IREN\">Iren</a> and up to $3.2 billion in shares of fiber-optics company <a href=\"https://laohu8.com/S/GLW\">Corning</a>.</p><p style=\"text-align: start;\">The move has bolstered Nvidia’s full-stack AI portfolio and put the company’s cash to work. But writing these checks is costly and fuels a circular investment cycle that makes it difficult to determine whether demand for Nvidia’s chips is economically organic or inflated by its own capital, according to analysts. One line item on Nvidia’s statement of cash flows in particular could be relevant to Nvidia’s available capital: purchases of nonmarketable equity securities. These purchases have been steadily growing over the past few quarters.</p><p>In its last quarter, Nvidia used $18.58 billion of cash to purchase nonmarketable equity securities — illiquid assets not traded on exchanges— a securities filing showed. In the same quarter a year earlier, Nvidia spent just $649 million on purchases of nonmarketable equity securities. Nvidia’s rapid increase over the last year of such purchases resulted in the company owning $42.3 billion on nonmarketable equity securities at the end of the April quarter, up from just $3.2 billion a year ago. As a result, Nvidia’s capital intensity may be much higher than what it looks like on paper, according to Collins.</p><p style=\"text-align: start;\">While Nvidia didn’t specifically say in its regulatory filings which private companies make up its portfolio of nonmarketable equity securities, the company disclosed in its annual filing from January that it invested $17.5 billion in private companies and infrastructure funds, including AI model makers, and that “many of these investments are illiquid and non‑marketable.”</p><p style=\"text-align: start;\">Collins believes the line item encompasses private companies Nvidia has invested in, such as Anthropic, OpenAI and xAI, which was acquired by SpaceX. The value of these investments is held at cost basis, a securities filing said, unless an observable event such as a new financing round results in a price change.</p><p style=\"text-align: start;\">Representatives from Nvidia did not immediately respond to a MarketWatch request for comment.</p><p style=\"text-align: start;\">Since the $18.58 billion that Nvidia used to purchase stakes in private companies is not classified as capital expenditures, Nvidia’s headline free cash flow of $48.6 billion for the quarter presents as if the money is still available for distribution or organic reinvestment, Collins told MarketWatch over email. However, in reality, the billions that Nvidia has invested in its AI ecosystem “will only convert back to cash if and when those companies IPO or get acquired at favorable marks,” Collins added. Nvidia reported $1.8 billion in capital expenditures in its last quarter, which means that for every dollar the company spends on its own assets, it deploys roughly 10 dollars into the overall AI ecosystem, Collins pointed out.</p><p style=\"text-align: start;\">The private companies that raised $18.58 billion from Nvidia in its last quarter are using that large amount of cash for something, like buying Nvidia chips.</p><p style=\"text-align: start;\">With OpenAI, Anthropic and SpaceX all planning to go public sometime this year, that could require Nvidia to reclassify its nonmarketable equity securities as marketable securities at fair value — essentially liquid assets that can fluctuate wildly in price. Nvidia has benefited from making itself a central part of the AI ecosystem, but that means that the company has tethered its own financial performance to that of its partners and customers.</p><p style=\"text-align: start;\">Seaport analyst Jay Goldberg sees Nvidia’s extensive investments as part of the company’s strategy to shield itself from growing competition. He initially flagged this trend following the company’s third-quarter results in November, when the company reported $8.2 billion of nonmarketable equity securities. “This is fairly small in the context of its operations, but it grew considerably this quarter, tripling over the past 9 months, and is likely to grow even more next year,” Goldberg wrote at the time. Goldberg is the only analyst tracked by FactSet with a sell rating on Nvidia’s stock.</p><p style=\"text-align: start;\">In an email to MarketWatch, Goldberg also highlighted the disclosure of $30 billion in multiyear cloud service agreement commitments, which represent the backstops Nvidia provides to neoclouds like <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>. Last September, Nvidia signed a deal with CoreWeave, for example, agreeing to purchase any unsold capacity through 2032, providing credit support for CoreWeave to borrow money from Wall Street lenders and continue growing its business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU0444971666.USD":"天利全球科技基金","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - 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The company generated $48.6 billion of free cash flow in the last quarter, according to a recent securities filing. Saudi Aramco, the Saudi oil monopoly, and Apple, the iPhone maker, are the only other companies in the world capable of producing so much cash.But a close look at Nvidia’s financials suggests that a portion of that cash may be coming from Nvidia itself, analysts say, adding that Nvidia could need to increasingly fund its own customers to help them buy chips.“Our intention is to prioritize R&D and strategic investment. Both will enable us to cultivate our ecosystem, drive market growth, and strengthen our market position,” CFO Colette Kress said on Nvidia’s earnings call this week.Cape Fear Advisors CEO Greg Collins wrote in a recent Substack post that Nvidia has been clear that it’s investing in private AI companies to help them buy Nvidia chips. “The company replaced an independent demand market with one it is partly financing into existence — and on the call, named the pattern a competitive advantage,” Collins wrote. “The demand-source mix has moved toward categories whose growth depends on Nvidia’s continued capital deployment.”As the kingmaker of the AI boom, Nvidia has invested in its own customers, strategic partners and competitors. It has stepped into the role of venture capitalist by participating in funding rounds for some of the hottest AI startups. Recent deals include the right to purchase up to $2.1 billion in shares of neocloud Iren and up to $3.2 billion in shares of fiber-optics company Corning.The move has bolstered Nvidia’s full-stack AI portfolio and put the company’s cash to work. But writing these checks is costly and fuels a circular investment cycle that makes it difficult to determine whether demand for Nvidia’s chips is economically organic or inflated by its own capital, according to analysts. One line item on Nvidia’s statement of cash flows in particular could be relevant to Nvidia’s available capital: purchases of nonmarketable equity securities. These purchases have been steadily growing over the past few quarters.In its last quarter, Nvidia used $18.58 billion of cash to purchase nonmarketable equity securities — illiquid assets not traded on exchanges— a securities filing showed. In the same quarter a year earlier, Nvidia spent just $649 million on purchases of nonmarketable equity securities. Nvidia’s rapid increase over the last year of such purchases resulted in the company owning $42.3 billion on nonmarketable equity securities at the end of the April quarter, up from just $3.2 billion a year ago. As a result, Nvidia’s capital intensity may be much higher than what it looks like on paper, according to Collins.While Nvidia didn’t specifically say in its regulatory filings which private companies make up its portfolio of nonmarketable equity securities, the company disclosed in its annual filing from January that it invested $17.5 billion in private companies and infrastructure funds, including AI model makers, and that “many of these investments are illiquid and non‑marketable.”Collins believes the line item encompasses private companies Nvidia has invested in, such as Anthropic, OpenAI and xAI, which was acquired by SpaceX. The value of these investments is held at cost basis, a securities filing said, unless an observable event such as a new financing round results in a price change.Representatives from Nvidia did not immediately respond to a MarketWatch request for comment.Since the $18.58 billion that Nvidia used to purchase stakes in private companies is not classified as capital expenditures, Nvidia’s headline free cash flow of $48.6 billion for the quarter presents as if the money is still available for distribution or organic reinvestment, Collins told MarketWatch over email. However, in reality, the billions that Nvidia has invested in its AI ecosystem “will only convert back to cash if and when those companies IPO or get acquired at favorable marks,” Collins added. Nvidia reported $1.8 billion in capital expenditures in its last quarter, which means that for every dollar the company spends on its own assets, it deploys roughly 10 dollars into the overall AI ecosystem, Collins pointed out.The private companies that raised $18.58 billion from Nvidia in its last quarter are using that large amount of cash for something, like buying Nvidia chips.With OpenAI, Anthropic and SpaceX all planning to go public sometime this year, that could require Nvidia to reclassify its nonmarketable equity securities as marketable securities at fair value — essentially liquid assets that can fluctuate wildly in price. Nvidia has benefited from making itself a central part of the AI ecosystem, but that means that the company has tethered its own financial performance to that of its partners and customers.Seaport analyst Jay Goldberg sees Nvidia’s extensive investments as part of the company’s strategy to shield itself from growing competition. He initially flagged this trend following the company’s third-quarter results in November, when the company reported $8.2 billion of nonmarketable equity securities. “This is fairly small in the context of its operations, but it grew considerably this quarter, tripling over the past 9 months, and is likely to grow even more next year,” Goldberg wrote at the time. Goldberg is the only analyst tracked by FactSet with a sell rating on Nvidia’s stock.In an email to MarketWatch, Goldberg also highlighted the disclosure of $30 billion in multiyear cloud service agreement commitments, which represent the backstops Nvidia provides to neoclouds like CoreWeave. Last September, Nvidia signed a deal with CoreWeave, for example, agreeing to purchase any unsold capacity through 2032, providing credit support for CoreWeave to borrow money from Wall Street lenders and continue growing its business.","news_type":1,"symbols_score_info":{"IREZ":0.6,"NVD2.UK":0.6,"CWII":0.6,"GLW":2,"NVIW.SI":0.6,"CRWU":0.6,"NVDG":0.6,"NVDL":0.6,"NVDQ":0.6,"CRWG":0.6,"NVDU":0.6,"GLWG":0.6,"NVDO":0.6,"07388":0.6,"NVYY":0.6,"3NVD.UK":0.6,"NVDX":0.6,"IREN":2,"DIPS":0.6,"SNVD.UK":0.6,"CRWV":2,"NVDS":0.6,"NVDW":0.6,"ANV":0.6,"NVD3.UK":0.6,"IRE":0.6,"IREG":0.6,"CWVX":0.6,"NVDA":1.98,"NVDY":0.6,"IREX":0.6,"NVII":0.6,"07788":0.6,"CORD":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566062136336888,"gmtCreate":1779231970310,"gmtModify":1779231974139,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great day&nbsp;","listText":"Great day&nbsp;","text":"Great day","images":[{"img":"https://community-static.tradeup.com/news/2ba87eb8481c6fde352a9e674330d658","width":"834","height":"1706"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566062136336888","isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":565859283277016,"gmtCreate":1779182371216,"gmtModify":1779182375099,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Cool&nbsp;","listText":"Cool&nbsp;","text":"Cool","images":[{"img":"https://community-static.tradeup.com/news/a3f6569089bd7bb474eaf5a1dee0afed","width":"834","height":"26358"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565859283277016","isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":564721200669272,"gmtCreate":1778904495888,"gmtModify":1778904500143,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Space X to the moon","listText":"Space X to the moon","text":"Space X to the moon","images":[{"img":"https://community-static.tradeup.com/news/15cbf34be38aac63859e355192abb791","width":"834","height":"17856"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564721200669272","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":559580976238776,"gmtCreate":1777648249107,"gmtModify":1777648252468,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"great time now","listText":"great time now","text":"great time now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559580976238776","repostId":"559520496775528","repostType":1,"repost":{"id":559520496775528,"gmtCreate":1777634393516,"gmtModify":1777715400066,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"S&P 500 Concludes Best Month Since 2020! Chase New High or Take Profits?","htmlText":"April's final session: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed at all-time highs (+1%), <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> +0.89%. Full month: S&amp;P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. But Goldman and BofA Are Both Flashing Yellow Goldman Sachs Macro (April 30): S&amp;P rallied 14% from the late-March low to record highs, but the median S&amp;P 500 constituent is still 13% below its 52-week high — market breadth is at its narrowest in decades outside the Dot-Com Bubble. The Momentum factor is up +25% YTD, with hedge fund Momentum net expos","listText":"April's final session: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed at all-time highs (+1%), <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> +0.89%. Full month: S&amp;P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. But Goldman and BofA Are Both Flashing Yellow Goldman Sachs Macro (April 30): S&amp;P rallied 14% from the late-March low to record highs, but the median S&amp;P 500 constituent is still 13% below its 52-week high — market breadth is at its narrowest in decades outside the Dot-Com Bubble. The Momentum factor is up +25% YTD, with hedge fund Momentum net expos","text":"April's final session: $S&P 500(.SPX)$ closed at all-time highs (+1%), $NASDAQ(.IXIC)$ +0.89%. Full month: S&P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. But Goldman and BofA Are Both Flashing Yellow Goldman Sachs Macro (April 30): S&P rallied 14% from the late-March low to record highs, but the median S&P 500 constituent is still 13% below its 52-week high — market breadth is at its narrowest in decades outside the Dot-Com Bubble. The Momentum factor is up +25% YTD, with hedge fund Momentum net expos","images":[{"img":"https://community-static.tradeup.com/news/63bf5ff65f4d8c73384df49f496d8b41"},{"img":"https://community-static.tradeup.com/news/d4d88d880886439008faa03c6b2e12dd"},{"img":"https://community-static.tradeup.com/news/31acde61c4c2e59500b4c5c3f1bf75df"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559520496775528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539744602138080,"gmtCreate":1772795302379,"gmtModify":1772795306428,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Hopefully this share update trends up side..&nbsp;","listText":"Hopefully this share update trends up side..&nbsp;","text":"Hopefully this share update trends up side..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539744602138080","isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496621900345632,"gmtCreate":1762268002995,"gmtModify":1762268005316,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a 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href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$APPLIED DIGITAL CORP(APLD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/493772254057392","isVote":1,"tweetType":1,"viewCount":2985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":273623342194936,"gmtCreate":1707840367892,"gmtModify":1707840370028,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOS\">$SOS Limited(SOS)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SOS\">$SOS Limited(SOS)$ 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you","images":[{"img":"https://community-static.tradeup.com/news/af5dcd3cd657ca70d92609976981cf9b","width":"898","height":"1371"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/591949145351304","isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":291493360443488,"gmtCreate":1712191287087,"gmtModify":1712191290834,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QS\">$Quantumscape Corp.(QS)$ &nbsp;</a>stock company make new way&nbsp;","listText":"<a href=\"https://ttm.financial/S/QS\">$Quantumscape Corp.(QS)$ &nbsp;</a>stock company make new way&nbsp;","text":"$Quantumscape Corp.(QS)$ stock company make new way","images":[{"img":"https://community-static.tradeup.com/news/c6b728121dd9ba03752bf9559a1c91a5","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/291493360443488","isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"content":"Oh dear.. There once was a time quite unfair, But hang in there, you've got flair. When troubles arise, Just lift up your eyes, For brighter days soon will declare.","text":"Oh dear.. There once was a time quite unfair, But hang in there, you've got flair. When troubles arise, Just lift up your eyes, For brighter days soon will declare.","html":"Oh dear.. There once was a time quite unfair, But hang in there, you've got flair. When troubles arise, Just lift up your eyes, For brighter days soon will declare."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":272113056596192,"gmtCreate":1707471645407,"gmtModify":1707471648861,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272113056596192","repostId":"2410775272","repostType":4,"repost":{"id":"2410775272","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":1707470406,"share":"https://ttm.financial/m/news/2410775272?lang=en_US&edition=fundamental","pubTime":"2024-02-09 17:20","market":"other","language":"en","title":"Arm's Stock Surge Burns Short Sellers, to the Tune of $445 Million in Paper Losses","url":"https://stock-news.laohu8.com/highlight/detail?id=2410775272","media":"Dow Jones","summary":"'Short covering during today's rally should continue for the next few days,' analyst says. Arm Holdings PLC's stock easily had its best day on record Thursday, and its 48% daily surge scorched short sellers in the process.Shorts racked up $445 million in paper losses as Arm's stock  exploded higher in the wake of earnings, according to S3 Partners. The action highlighted how shorting semiconductor stocks \"has not been a profitable trade\" this year, S3's Ihor Dusaniwsky said in a report.Those who've made bearish bets against the sector are down more than $7 billion in mark-to-market losses so far this year, he noted, and about a fifth of those losses came Thursday alone.See also: Arm's stock explodes 50% higher as company proves itself an early AI winner. \"We should expect a reversal of the short-selling trend we have seen in ARM in 2024 as short sellers get squeezed out of their positions,\" said Dusaniwsky, the managing director of predictive analytics at S3. \"Short covering during tod","content":"<html><head></head><body><p>Arm Holdings PLC&#39;s stock easily had its best day on record Thursday, and its 48% daily surge scorched short sellers in the process.</p><p>Shorts racked up $445 million in paper losses as Arm&#39;s stock <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a> exploded higher in the wake of earnings, according to S3 Partners. The action highlighted how shorting semiconductor stocks &#34;has not been a profitable trade&#34; this year, S3&#39;s Ihor Dusaniwsky said in a report.</p><p>Those who&#39;ve made bearish bets against the sector are down more than $7 billion in mark-to-market losses so far this year, he noted, and about a fifth of those losses came Thursday alone.</p><p>While a sizable chunk of Thursday&#39;s paper losses in the chip sector related to Arm, daily paper losses for those short Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Taiwan Semiconductor Manufacturing Co. Ltd. <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> and <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> Inc. (MPWR) were each in excess of $100 million, according to S3.</p><p>Dusaniwsky flagged that Arm short interest is $957 million, with about 12.4 million shares shorted and those representing roughly 1.22% of the float. Arm ranked 14th by short interest within the semiconductor sector.</p><p>&#34;We should expect a reversal of the short-selling trend we have seen in ARM in 2024 as short sellers get squeezed out of their positions,&#34; said Dusaniwsky, the managing director of predictive analytics at S3. &#34;Short covering during today&#39;s rally should continue for the next few days as short sellers look for a slight rebound to the upside to recoup some of their mark-to-market losses as they trim exposure.&#34;</p><p>Arm, a chip designer, stunned investors late Wednesday with better-than-expected results that highlighted momentum for the company&#39;s new architecture as well as traction related to the artificial-intelligence frenzy.</p><p>&#34;The rise/adoption of accelerated compute/AI workloads in the data center, edge and endpoints is driving the requirement for significantly more compute capability and power efficiency per device and motivating ARM&#39;s customer to adopt their highest-performance compute&#34; intellectual property, JPMorgan&#39;s Harlan Sur wrote in a note to clients.</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>Arm's Stock Surge Burns Short Sellers, to the Tune of $445 Million in Paper Losses</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\">\nArm's Stock Surge Burns Short Sellers, to the Tune of $445 Million in Paper Losses\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\">2024-02-09 17:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Arm Holdings PLC&#39;s stock easily had its best day on record Thursday, and its 48% daily surge scorched short sellers in the process.</p><p>Shorts racked up $445 million in paper losses as Arm&#39;s stock <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a> exploded higher in the wake of earnings, according to S3 Partners. The action highlighted how shorting semiconductor stocks &#34;has not been a profitable trade&#34; this year, S3&#39;s Ihor Dusaniwsky said in a report.</p><p>Those who&#39;ve made bearish bets against the sector are down more than $7 billion in mark-to-market losses so far this year, he noted, and about a fifth of those losses came Thursday alone.</p><p>While a sizable chunk of Thursday&#39;s paper losses in the chip sector related to Arm, daily paper losses for those short Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Taiwan Semiconductor Manufacturing Co. Ltd. <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> and <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> Inc. (MPWR) were each in excess of $100 million, according to S3.</p><p>Dusaniwsky flagged that Arm short interest is $957 million, with about 12.4 million shares shorted and those representing roughly 1.22% of the float. Arm ranked 14th by short interest within the semiconductor sector.</p><p>&#34;We should expect a reversal of the short-selling trend we have seen in ARM in 2024 as short sellers get squeezed out of their positions,&#34; said Dusaniwsky, the managing director of predictive analytics at S3. &#34;Short covering during today&#39;s rally should continue for the next few days as short sellers look for a slight rebound to the upside to recoup some of their mark-to-market losses as they trim exposure.&#34;</p><p>Arm, a chip designer, stunned investors late Wednesday with better-than-expected results that highlighted momentum for the company&#39;s new architecture as well as traction related to the artificial-intelligence frenzy.</p><p>&#34;The rise/adoption of accelerated compute/AI workloads in the data center, edge and endpoints is driving the requirement for significantly more compute capability and power efficiency per device and motivating ARM&#39;s customer to adopt their highest-performance compute&#34; intellectual property, JPMorgan&#39;s Harlan Sur wrote in a note to clients.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","MPWR":"Monolithic Power Systems","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","BK4512":"苹果概念","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","ARM.AU":"Anax Metals","AVGO":"博通","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4566":"资本集团","03145":"华夏亚洲高息股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","ARM":"ARM Holdings","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4515":"5G概念","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4550":"红杉资本持仓","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","TSM":"台积电"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410775272","content_text":"Arm Holdings PLC's stock easily had its best day on record Thursday, and its 48% daily surge scorched short sellers in the process.Shorts racked up $445 million in paper losses as Arm's stock $(ARM)$ exploded higher in the wake of earnings, according to S3 Partners. The action highlighted how shorting semiconductor stocks \"has not been a profitable trade\" this year, S3's Ihor Dusaniwsky said in a report.Those who've made bearish bets against the sector are down more than $7 billion in mark-to-market losses so far this year, he noted, and about a fifth of those losses came Thursday alone.While a sizable chunk of Thursday's paper losses in the chip sector related to Arm, daily paper losses for those short Broadcom Inc. $(AVGO)$, Taiwan Semiconductor Manufacturing Co. Ltd. $(TSM)$ and Monolithic Power Systems Inc. (MPWR) were each in excess of $100 million, according to S3.Dusaniwsky flagged that Arm short interest is $957 million, with about 12.4 million shares shorted and those representing roughly 1.22% of the float. Arm ranked 14th by short interest within the semiconductor sector.\"We should expect a reversal of the short-selling trend we have seen in ARM in 2024 as short sellers get squeezed out of their positions,\" said Dusaniwsky, the managing director of predictive analytics at S3. \"Short covering during today's rally should continue for the next few days as short sellers look for a slight rebound to the upside to recoup some of their mark-to-market losses as they trim exposure.\"Arm, a chip designer, stunned investors late Wednesday with better-than-expected results that highlighted momentum for the company's new architecture as well as traction related to the artificial-intelligence frenzy.\"The rise/adoption of accelerated compute/AI workloads in the data center, edge and endpoints is driving the requirement for significantly more compute capability and power efficiency per device and motivating ARM's customer to adopt their highest-performance compute\" intellectual property, JPMorgan's Harlan Sur wrote in a note to clients.","news_type":1,"symbols_score_info":{"ARM":0.9,"MPWR":1,"ARM.AU":1,"TSM":1,"AVGO":1,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":573812118487832,"gmtCreate":1781099110077,"gmtModify":1781099113003,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/573812118487832","repostId":"1126167177","repostType":2,"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472862865929000,"gmtCreate":1756480730540,"gmtModify":1756480732515,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$APPLIED DIGITAL CORP(APLD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472862865929000","isVote":1,"tweetType":1,"viewCount":3629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":451324567261576,"gmtCreate":1751160754248,"gmtModify":1751160756597,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/451324567261576","repostId":"450795876778120","repostType":1,"repost":{"id":450795876778120,"gmtCreate":1751085013470,"gmtModify":1751117435354,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"HBD to Musk! Guess What Wishes He is Making For This Year?","htmlText":"HBD to Elon Musk! Born on June 28, 1971, Musk majored in physics as an undergraduate at the University of Pennsylvania. In 1995, he started his first business founding a company called Zip2.Four years later, in 1999, Zip2 was acquired, earning him his first fortune of $22 million. He then launched his second venture and became an early partner at <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>. Three years later, in 2002, PayPal went public and was acquired, bringing Musk a second windfall of $250 million.Fast forward to July 2017, eight years ago, when the Model 3 officially started mass production.While others were celebrating, Musk couldn’t even crack a smile. The factory could only produce about 2,000 cars per week.Musk had calculated that Tesla’s break-even point was 5,000 c","listText":"HBD to Elon Musk! Born on June 28, 1971, Musk majored in physics as an undergraduate at the University of Pennsylvania. In 1995, he started his first business founding a company called Zip2.Four years later, in 1999, Zip2 was acquired, earning him his first fortune of $22 million. He then launched his second venture and became an early partner at <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>. Three years later, in 2002, PayPal went public and was acquired, bringing Musk a second windfall of $250 million.Fast forward to July 2017, eight years ago, when the Model 3 officially started mass production.While others were celebrating, Musk couldn’t even crack a smile. The factory could only produce about 2,000 cars per week.Musk had calculated that Tesla’s break-even point was 5,000 c","text":"HBD to Elon Musk! Born on June 28, 1971, Musk majored in physics as an undergraduate at the University of Pennsylvania. In 1995, he started his first business founding a company called Zip2.Four years later, in 1999, Zip2 was acquired, earning him his first fortune of $22 million. He then launched his second venture and became an early partner at $PayPal(PYPL)$. Three years later, in 2002, PayPal went public and was acquired, bringing Musk a second windfall of $250 million.Fast forward to July 2017, eight years ago, when the Model 3 officially started mass production.While others were celebrating, Musk couldn’t even crack a smile. The factory could only produce about 2,000 cars per week.Musk had calculated that Tesla’s break-even point was 5,000 c","images":[{"img":"https://community-static.tradeup.com/news/a752d9d169bc95220c5c2a9f0b3c7282"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450795876778120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}