HansonYap personal page - To The Moon

HansonYap

HansonYap

Bossku: "Cash is King"

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2021-08-09

Hihi.. Pls give me a like...

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2021-08-15

Nvidia I like it.....

AMD, Intel, And Nvidia: Which Is The Best Chip Stock?

2021-07-11

Good counter for longterm.....

XPeng: Leader Of Chinese Vehicle Electrification Efforts

2021-03-03

Mega salesssssssss

U.S. stocks open lower on Wednesday; Dow down 0.11%

2021-02-27

Collect more if drop further..

Why NVIDIA Shares Stumbled, After an Impressive Earnings Report

2021-03-26

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2021-08-09

Pls give me a like...

Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week

2021-07-13

No eye see..

Consumer price index increases 5.4% in June vs. 5% estimate

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/8aa8c8244a6bab91d5090ca131c9319b","width":"1012","height":"1915"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/513712124629272","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":512664447934800,"gmtCreate":1766189873672,"gmtModify":1766189877304,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/cdb727c02e9cc7355edd5e6ac9c3980b","width":"1012","height":"1915"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/512664447934800","isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":481694579978640,"gmtCreate":1758635250086,"gmtModify":1758635252531,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/840f2ebdfa8796278590ae263096b082","width":"1012","height":"1915"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/481694579978640","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":322302689718448,"gmtCreate":1719717663215,"gmtModify":1719717668318,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> long term investment ✈️✈️","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> long term investment ✈️✈️","text":"$Tesla Motors(TSLA)$ long term investment ✈️✈️","images":[{"img":"https://community-static.tradeup.com/news/7ac4ad25c5e0f36c57268cb18afe8fc4","width":"1008","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322302689718448","isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":319949688606904,"gmtCreate":1719141530805,"gmtModify":1719141535748,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","listText":"[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319949688606904","repostId":"319876439232520","repostType":1,"repost":{"id":319876439232520,"gmtCreate":1719104214217,"gmtModify":1719199915995,"author":{"id":"10000000000010920","authorId":"10000000000010920","name":"SmartReversals","avatar":"https://community-static.tradeup.com/news/079995488356aff47d9fe17aa3389ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010920","idStr":"10000000000010920"},"themes":[],"title":"TSLA - The Squeeze Continues in the Bullish Side","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> - The Squeeze Continues in the Bullish SidePrice held well above 20DMA which is positive, the squeeze favors a bullish resolution as of now.Anyway, price action has to gain pace again, the Stochastic set a bearish crossover already that lately has presented southward moves (yellow arrows). <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/XLK\">$Technology Select Sector SPDR Fund(XLK)$</a> Imagehttps://x.com/SmartReversals/status/1804495849088794719","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> - The Squeeze Continues in the Bullish SidePrice held well above 20DMA which is positive, the squeeze favors a bullish resolution as of now.Anyway, price action has to gain pace again, the Stochastic set a bearish crossover already that lately has presented southward moves (yellow arrows). <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/XLK\">$Technology Select Sector SPDR Fund(XLK)$</a> Imagehttps://x.com/SmartReversals/status/1804495849088794719","text":"$Tesla Motors(TSLA)$ - The Squeeze Continues in the Bullish SidePrice held well above 20DMA which is positive, the squeeze favors a bullish resolution as of now.Anyway, price action has to gain pace again, the Stochastic set a bearish crossover already that lately has presented southward moves (yellow arrows). $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Technology Select Sector SPDR Fund(XLK)$ Imagehttps://x.com/SmartReversals/status/1804495849088794719","images":[{"img":"https://community-static.tradeup.com/news/2de919938e7a2c58e8f38b43a7e1a754","width":"680","height":"438"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319876439232520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816599739,"gmtCreate":1630506195122,"gmtModify":1676530324338,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp;show me the power!! Pls....&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp;show me the power!! Pls....&nbsp;","text":"$NVIDIA Corp(NVDA)$ show me the power!! Pls....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816599739","isVote":1,"tweetType":1,"viewCount":2323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816590183,"gmtCreate":1630506156042,"gmtModify":1676530324294,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>nvdia.. Show me the power!! Pls&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>nvdia.. Show me the power!! Pls&nbsp;","text":"$NVIDIA Corp(NVDA)$nvdia.. Show me the power!! Pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816590183","isVote":1,"tweetType":1,"viewCount":2511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833119549,"gmtCreate":1629209813181,"gmtModify":1676529967498,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a>when mooning???&nbsp;","listText":"<a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a>when mooning???&nbsp;","text":"$Desktop Metal Inc.(DM)$when mooning???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833119549","isVote":1,"tweetType":1,"viewCount":2306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830314851,"gmtCreate":1629010838073,"gmtModify":1676529910627,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Nvidia I like it.....&nbsp;","listText":"Nvidia I like it.....&nbsp;","text":"Nvidia I like it.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830314851","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://ttm.financial/m/news/1138705612?lang=en_US&edition=fundamental","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1,"symbols_score_info":{"AMD":0.9,"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892898402,"gmtCreate":1628646865706,"gmtModify":1676529807612,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Power.. Wow","listText":"Power.. Wow","text":"Power.. Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892898402","repostId":"1144336160","repostType":4,"isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892800197,"gmtCreate":1628646278219,"gmtModify":1676529807282,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a>&nbsp;hopefully will&nbsp;release a good financial result later... ☺️","listText":"<a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a>&nbsp;hopefully will&nbsp;release a good financial result later... ☺️","text":"$Desktop Metal Inc.(DM)$ hopefully will release a good financial result later... ☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892800197","isVote":1,"tweetType":1,"viewCount":2114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898324294,"gmtCreate":1628474668618,"gmtModify":1703506612512,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Hihi.. Pls give me a like...&nbsp;","listText":"Hihi.. Pls give me a like...&nbsp;","text":"Hihi.. Pls give me a like...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898324294","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898322588,"gmtCreate":1628474610144,"gmtModify":1703506610235,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Pls give me a like...&nbsp;","listText":"Pls give me a like...&nbsp;","text":"Pls give me a like...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898322588","repostId":"1162909436","repostType":4,"repost":{"id":"1162909436","kind":"news","pubTimestamp":1628463995,"share":"https://ttm.financial/m/news/1162909436?lang=en_US&edition=fundamental","pubTime":"2021-08-09 07:06","market":"us","language":"en","title":"Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1162909436","media":"Barron's","summary":"The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports re","content":"<p>The bulk of second-quarter earnings season is in the rearview mirror,&nbsp;but several notable reports remain.&nbsp;AMC Entertainment Holdings,&nbsp;BioNTech, and&nbsp;Dish Network&nbsp;will be Monday’s highlights.&nbsp;Coinbase&nbsp;Global and&nbsp;Syscogo on Tuesday. On Wednesday,&nbsp;eBay&nbsp;will report, followed by Walt&nbsp;Disney,&nbsp;Airbnb,&nbsp;DoorDash,&nbsp;and&nbsp;Broadridge Financial Solutionson Thursday.</p>\n<p>The week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will&nbsp;report&nbsp;the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.</p>\n<p>On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.</p>\n<h3><b>Monday 8/9</b></h3>\n<p>Air Products and Chemicals,&nbsp;<a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>,&nbsp;Barrick Gold,&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, <a href=\"https://laohu8.com/S/DISH\">DISH Network</a>, and&nbsp;<a href=\"https://laohu8.com/S/TSN\">Tyson</a>&nbsp;report quarterly results.</p>\n<p><b>The Bureau of Labor Statistics</b>&nbsp;reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.</p>\n<h3><b>Tuesday 8/10</b></h3>\n<p><b>The National Federation of Independent Business</b>&nbsp;reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.</p>\n<p><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, <a href=\"https://laohu8.com/S/SYY\">Sysco</a>, and&nbsp;<a href=\"https://laohu8.com/S/TDG\">TransDigm</a> announce earnings.</p>\n<p><b>The BLS reports unit labor</b>&nbsp;costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.</p>\n<h3><b>Wednesday 8/11</b></h3>\n<p><a href=\"https://laohu8.com/S/EBAY\">eBay</a> and&nbsp;<a href=\"https://laohu8.com/S/PRGO\">Perrigo Co PLC</a> release quarterly results.</p>\n<p><b>The BLS reports the consumer</b>&nbsp;price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.</p>\n<p><b>The Treasury Department</b>&nbsp;releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.</p>\n<h3><b>Thursday 8/12</b></h3>\n<p><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a>, <a href=\"https://laohu8.com/S/BR\">Broadridge Financial Solutions</a>,&nbsp;<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>,&nbsp;<a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a>, and <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> hold conference calls to discuss earnings.</p>\n<p>Idexx Laboratorieshosts its 2021 virtual investor day.</p>\n<p><b>The BLS reports the</b>&nbsp;producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.</p>\n<p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.</p>\n<h3><b>Friday 8/13</b></h3>\n<p><b>The University of Michigan</b>&nbsp;releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.</p>","source":"lsy1610680873436","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>Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports remain. AMC Entertainment Holdings, BioNTech, and Dish Network will be Monday’s highlights. Coinbase ...</p>\n\n<a href=\"https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","COIN":"Coinbase Global, Inc.","ABNB":"爱彼迎","AMC":"AMC院线",".SPX":"S&P 500 Index","BR":"Broadridge金融解决方案","TDG":"TransDigm",".IXIC":"NASDAQ Composite","EBAY":"eBay","BAM":"布鲁克菲尔德资产管理","DIS":"迪士尼","PRGO":"百利高"},"source_url":"https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162909436","content_text":"The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports remain. AMC Entertainment Holdings, BioNTech, and Dish Network will be Monday’s highlights. Coinbase Global and Syscogo on Tuesday. On Wednesday, eBay will report, followed by Walt Disney, Airbnb, DoorDash, and Broadridge Financial Solutionson Thursday.\nThe week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will report the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.\nOn Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.\nMonday 8/9\nAir Products and Chemicals, AMC Entertainment, Barrick Gold, BioNTech SE, DISH Network, and Tyson report quarterly results.\nThe Bureau of Labor Statistics reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.\nTuesday 8/10\nThe National Federation of Independent Business reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.\nCoinbase Global, Inc., Sysco, and TransDigm announce earnings.\nThe BLS reports unit labor costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.\nWednesday 8/11\neBay and Perrigo Co PLC release quarterly results.\nThe BLS reports the consumer price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.\nThe Treasury Department releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.\nThursday 8/12\nAirbnb, Inc., Broadridge Financial Solutions, Brookfield Asset Management, DoorDash, Inc., and Walt Disney hold conference calls to discuss earnings.\nIdexx Laboratorieshosts its 2021 virtual investor day.\nThe BLS reports the producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.\nThe Department of Labor reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.\nFriday 8/13\nThe University of Michigan releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.","news_type":1,"symbols_score_info":{"DIS":0.9,"EBAY":0.9,"COIN":0.9,"PRGO":0.9,"TDG":0.9,"AMC":0.9,"ABNB":0.9,".IXIC":0.9,"BAM":0.9,".SPX":0.9,".DJI":0.9,"BR":0.9}},"isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809726773,"gmtCreate":1627393893792,"gmtModify":1703489065882,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;daily drop.... ?","listText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;daily drop.... ?","text":"$Asensus Surgical, Inc.(ASXC)$ daily drop.... ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809726773","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147588277,"gmtCreate":1626364087099,"gmtModify":1703758821912,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;hello.. When u want to back to glory time..?? I'm waiting..&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;hello.. When u want to back to glory time..?? I'm waiting..&nbsp;","text":"$Asensus Surgical, Inc.(ASXC)$ hello.. When u want to back to glory time..?? I'm waiting..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147588277","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145002484,"gmtCreate":1626181403448,"gmtModify":1703754928014,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"No eye see..&nbsp;","listText":"No eye see..&nbsp;","text":"No eye see..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145002484","repostId":"1162410134","repostType":4,"repost":{"id":"1162410134","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":1626179564,"share":"https://ttm.financial/m/news/1162410134?lang=en_US&edition=fundamental","pubTime":"2021-07-13 20:32","market":"us","language":"en","title":"Consumer price index increases 5.4% in June vs. 5% estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1162410134","media":"Tiger Newspress","summary":"Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor D","content":"<p>Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor Department reported Tuesday.</p>\n<p>The consumer price index increased 5.4% from a year ago, the largest jump since just before the financial crisis. Economists surveyed by Dow Jones had been expecting a 5% gain.</p>\n<p>Stripping out volatile food and energy prices, the core CPI rose 4.5%, the sharpest move for that measure since September 1991 and well above the estimate of 3.8%.</p>\n<p>Inflation has been rising due to a number of factors, including supply chain bottlenecks, extraordinarily high demand as the Covid-19 pandemic eases, and year-over-year comparisons to a time when the economy was struggling to reopen in the early months of the crisis.</p>\n<p>Policymakers at the Federal Reserve and the White House expect the current pressures to begin to ease, though central bank officials have acknowledged that inflation is stronger and perhaps more durable than they had anticipated.</p>\n<p>Much of the price pressures have come from sectors particularly influenced by the shutdown – used car prices, air fares and transportation costs, to name three.</p>\n<p>However, housing and shelter prices continue to climb, adding fuel to the belief that inflation could stick around for a while.</p>\n<p>Consumers see prices overall up 4.8% in the next 12 months, according to a New York Fed survey released Monday, though a separate survey from Bank of America out Tuesday indicated that</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Consumer price index increases 5.4% in June vs. 5% estimate</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\">\nConsumer price index increases 5.4% in June vs. 5% estimate\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\">2021-07-13 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor Department reported Tuesday.</p>\n<p>The consumer price index increased 5.4% from a year ago, the largest jump since just before the financial crisis. Economists surveyed by Dow Jones had been expecting a 5% gain.</p>\n<p>Stripping out volatile food and energy prices, the core CPI rose 4.5%, the sharpest move for that measure since September 1991 and well above the estimate of 3.8%.</p>\n<p>Inflation has been rising due to a number of factors, including supply chain bottlenecks, extraordinarily high demand as the Covid-19 pandemic eases, and year-over-year comparisons to a time when the economy was struggling to reopen in the early months of the crisis.</p>\n<p>Policymakers at the Federal Reserve and the White House expect the current pressures to begin to ease, though central bank officials have acknowledged that inflation is stronger and perhaps more durable than they had anticipated.</p>\n<p>Much of the price pressures have come from sectors particularly influenced by the shutdown – used car prices, air fares and transportation costs, to name three.</p>\n<p>However, housing and shelter prices continue to climb, adding fuel to the belief that inflation could stick around for a while.</p>\n<p>Consumers see prices overall up 4.8% in the next 12 months, according to a New York Fed survey released Monday, though a separate survey from Bank of America out Tuesday indicated that</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162410134","content_text":"Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor Department reported Tuesday.\nThe consumer price index increased 5.4% from a year ago, the largest jump since just before the financial crisis. Economists surveyed by Dow Jones had been expecting a 5% gain.\nStripping out volatile food and energy prices, the core CPI rose 4.5%, the sharpest move for that measure since September 1991 and well above the estimate of 3.8%.\nInflation has been rising due to a number of factors, including supply chain bottlenecks, extraordinarily high demand as the Covid-19 pandemic eases, and year-over-year comparisons to a time when the economy was struggling to reopen in the early months of the crisis.\nPolicymakers at the Federal Reserve and the White House expect the current pressures to begin to ease, though central bank officials have acknowledged that inflation is stronger and perhaps more durable than they had anticipated.\nMuch of the price pressures have come from sectors particularly influenced by the shutdown – used car prices, air fares and transportation costs, to name three.\nHowever, housing and shelter prices continue to climb, adding fuel to the belief that inflation could stick around for a while.\nConsumers see prices overall up 4.8% in the next 12 months, according to a New York Fed survey released Monday, though a separate survey from Bank of America out Tuesday indicated that","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148561896,"gmtCreate":1625989625715,"gmtModify":1703751719697,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Good counter for longterm.....&nbsp;","listText":"Good counter for longterm.....&nbsp;","text":"Good counter for longterm.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148561896","repostId":"1184476863","repostType":4,"repost":{"id":"1184476863","kind":"news","pubTimestamp":1625967744,"share":"https://ttm.financial/m/news/1184476863?lang=en_US&edition=fundamental","pubTime":"2021-07-11 09:42","market":"hk","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p>\n<ul>\n <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>\n <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>\n <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p>\n<p>The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p>\n<p><b>Firing On All Cylinders</b></p>\n<p>XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p>\n<p>One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p>\n<p>The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p>\n<p>Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p>\n<p><b>Risks</b></p>\n<p>As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p>\n<p>In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p>\n<p><b>Takeaway</b></p>\n<p>Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p>\n<p>The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p>\n<p>With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng: Leader Of Chinese Vehicle Electrification Efforts</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\">\nXPeng: Leader Of Chinese Vehicle Electrification Efforts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one ...</p>\n\n<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143998072,"gmtCreate":1625754569696,"gmtModify":1703747955051,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;gogogo... Mooning..&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;gogogo... Mooning..&nbsp;","text":"$Asensus Surgical, Inc.(ASXC)$ gogogo... Mooning..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143998072","isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143991814,"gmtCreate":1625754547738,"gmtModify":1703747954890,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;gogogo...&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;gogogo...&nbsp;","text":"$Asensus Surgical, Inc.(ASXC)$ gogogo...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143991814","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140337999,"gmtCreate":1625628487211,"gmtModify":1703745251602,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;when mooning again..........?","listText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;when mooning again..........?","text":"$Asensus Surgical, Inc.(ASXC)$ when mooning again..........?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140337999","isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":898324294,"gmtCreate":1628474668618,"gmtModify":1703506612512,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Hihi.. Pls give me a like...&nbsp;","listText":"Hihi.. Pls give me a like...&nbsp;","text":"Hihi.. Pls give me a like...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898324294","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830314851,"gmtCreate":1629010838073,"gmtModify":1676529910627,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Nvidia I like it.....&nbsp;","listText":"Nvidia I like it.....&nbsp;","text":"Nvidia I like it.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830314851","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://ttm.financial/m/news/1138705612?lang=en_US&edition=fundamental","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1,"symbols_score_info":{"AMD":0.9,"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148561896,"gmtCreate":1625989625715,"gmtModify":1703751719697,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Good counter for longterm.....&nbsp;","listText":"Good counter for longterm.....&nbsp;","text":"Good counter for longterm.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148561896","repostId":"1184476863","repostType":4,"repost":{"id":"1184476863","kind":"news","pubTimestamp":1625967744,"share":"https://ttm.financial/m/news/1184476863?lang=en_US&edition=fundamental","pubTime":"2021-07-11 09:42","market":"hk","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p>\n<ul>\n <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>\n <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>\n <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p>\n<p>The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p>\n<p><b>Firing On All Cylinders</b></p>\n<p>XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p>\n<p>One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p>\n<p>The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p>\n<p>Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p>\n<p><b>Risks</b></p>\n<p>As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p>\n<p>In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p>\n<p><b>Takeaway</b></p>\n<p>Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p>\n<p>The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p>\n<p>With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng: Leader Of Chinese Vehicle Electrification Efforts</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\">\nXPeng: Leader Of Chinese Vehicle Electrification Efforts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one ...</p>\n\n<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365772325,"gmtCreate":1614783153667,"gmtModify":1704775198208,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Mega salesssssssss","listText":"Mega salesssssssss","text":"Mega salesssssssss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365772325","repostId":"1130537334","repostType":4,"repost":{"id":"1130537334","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614782065,"share":"https://ttm.financial/m/news/1130537334?lang=en_US&edition=fundamental","pubTime":"2021-03-03 22:34","market":"us","language":"en","title":"U.S. stocks open lower on Wednesday; Dow down 0.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130537334","media":"老虎资讯综合","summary":"(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment d","content":"<p>(March 3)&nbsp;Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.</p><p>The Dow fell 0.11%, the S&amp;P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.</p><p><img src=\"https://static.tigerbbs.com/f98e844edb04216bd6ef160e1ddfc0f5\" tg-width=\"1242\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks open lower on Wednesday; Dow down 0.11%</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\">\nU.S. stocks open lower on Wednesday; Dow down 0.11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-03 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 3)&nbsp;Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.</p><p>The Dow fell 0.11%, the S&amp;P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.</p><p><img src=\"https://static.tigerbbs.com/f98e844edb04216bd6ef160e1ddfc0f5\" tg-width=\"1242\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130537334","content_text":"(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.The Dow fell 0.11%, the S&P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366390735,"gmtCreate":1614390638027,"gmtModify":1704771472768,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Collect more if drop further..&nbsp;","listText":"Collect more if drop further..&nbsp;","text":"Collect more if drop further..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/366390735","repostId":"1150278371","repostType":4,"repost":{"id":"1150278371","kind":"news","pubTimestamp":1614332308,"share":"https://ttm.financial/m/news/1150278371?lang=en_US&edition=fundamental","pubTime":"2021-02-26 17:38","market":"us","language":"en","title":"Why NVIDIA Shares Stumbled, After an Impressive Earnings Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1150278371","media":"Motley Fool","summary":"The soaring stock was arguably due for a correction, and some investors worry that the end of this c","content":"<p>The soaring stock was arguably due for a correction, and some investors worry that the end of this cryptocurrency boom could hurt NVIDIA's business.</p><p><b>What happened</b></p><p>Semiconductor developer&nbsp;<b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;posted strong fourth-quarter results last night with a side of optimistic guidance for the next reporting period. The stock fell as much as 8.2% on Thursday anyhow, because sometimes even an analyst-stumping report isn't quite enough to support a&nbsp;skyrocketing stock&nbsp;like NVIDIA's.</p><p><b>So what</b></p><p>In the fourth quarter of 2020, NVIDIA's top-line revenue rose 62% year over year to $5 billion. Adjusted earnings climbed 64% higher, landing at $3.10 per diluted share. Your average analyst would have settled for earnings near $2.81 per share on sales in the neighborhood of $4.82 billion. The stellar results were driven by high demand for NVIDIA's data center processors and gaming products.</p><p>Heading into the report, NVIDIA's shares had gained 112% in 52 weeks. The stock traded at a nosebleed-inducing 95 times trailing earnings and 86 times&nbsp;free cash flow, setting the stage for a significant price cut despite a strong earnings report. Today, you can pick up NVIDIA's shares for the somewhat less exorbitant valuation ratios of 93 times adjusted earnings or 71 times free cash flow.</p><p><b>Now what</b></p><p>Some investors also worry about artificial growth stemming from rising cryptocurrency prices. Specifically, NVIDIA's graphics processors are very efficient at mining&nbsp;<b>Ethereum</b>(CRYPTO:ETH)&nbsp;tokens and the smart-contract cryptocurrency has seen prices skyrocket 568% over the last year. If Ethereum miners are buying tons of NVIDIA's graphics cards, that leaves fewer units on store shelves for actual gamers. All of this is happening during a marketwide&nbsp;shortage of semiconductor manufacturing capacity, limiting the processor supplies even further. All of this sounds like good news for NVIDIA, but the idea is that it also exposes the company to significant market risks if Ethereum prices crash again, killing the demand for token-mining hardware.</p><p>NVIDIA's management has acknowledged this concern and&nbsp;taken steps to limit the Ethereum-mining appeal of its gaming hardware. Furthermore, CEO Jensen Huang argues that the cryptocurrency mining market is a fairly small part of his company's end-user market. Hyper-specialized application-specific integrated circuits (ASICs) play a much larger role in the crypto-mining sector.</p><p>\"I think that this is going to be a part of our business. It won't grow extremely large no matter what happens and the reason for that is because when it starts to grow large, more ASICs come to the market, which kinds of mutes it,\" Huang said on the fourth-quarter earnings call. \"When the market becomes smaller, it's harder for ASICs to sustain the R&amp;D and so the spot miners, industrial miners come back and then we'll create [cryptocurrency mining processors]. And so we expect it to be a small part of our business as we go forward. \"</p><p>The company can't track how people end up using the chips it sells, but Huang estimates that roughly $200 million of this quarter's gaming product sales came from mining enthusiasts. That's just 8% of a $2.5 billion top-line haul.</p><p>All of this is to say that NVIDIA's post-earnings correction may have been amplified by the Ethereum mining risk, and that particular threat doesn't look all that menacing. Therefore, you could make a case that NVIDIA's shares are selling at a discount today -- despite the sky-high valuation ratios.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NVIDIA Shares Stumbled, After an Impressive Earnings Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NVIDIA Shares Stumbled, After an Impressive Earnings Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 17:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/25/why-nvidia-shares-stumbled-today-after-an-impressi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The soaring stock was arguably due for a correction, and some investors worry that the end of this cryptocurrency boom could hurt NVIDIA's business.What happenedSemiconductor developer NVIDIA (NASDAQ:...</p>\n\n<a href=\"https://www.fool.com/investing/2021/02/25/why-nvidia-shares-stumbled-today-after-an-impressi/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/02/25/why-nvidia-shares-stumbled-today-after-an-impressi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150278371","content_text":"The soaring stock was arguably due for a correction, and some investors worry that the end of this cryptocurrency boom could hurt NVIDIA's business.What happenedSemiconductor developer NVIDIA (NASDAQ:NVDA) posted strong fourth-quarter results last night with a side of optimistic guidance for the next reporting period. The stock fell as much as 8.2% on Thursday anyhow, because sometimes even an analyst-stumping report isn't quite enough to support a skyrocketing stock like NVIDIA's.So whatIn the fourth quarter of 2020, NVIDIA's top-line revenue rose 62% year over year to $5 billion. Adjusted earnings climbed 64% higher, landing at $3.10 per diluted share. Your average analyst would have settled for earnings near $2.81 per share on sales in the neighborhood of $4.82 billion. The stellar results were driven by high demand for NVIDIA's data center processors and gaming products.Heading into the report, NVIDIA's shares had gained 112% in 52 weeks. The stock traded at a nosebleed-inducing 95 times trailing earnings and 86 times free cash flow, setting the stage for a significant price cut despite a strong earnings report. Today, you can pick up NVIDIA's shares for the somewhat less exorbitant valuation ratios of 93 times adjusted earnings or 71 times free cash flow.Now whatSome investors also worry about artificial growth stemming from rising cryptocurrency prices. Specifically, NVIDIA's graphics processors are very efficient at mining Ethereum(CRYPTO:ETH) tokens and the smart-contract cryptocurrency has seen prices skyrocket 568% over the last year. If Ethereum miners are buying tons of NVIDIA's graphics cards, that leaves fewer units on store shelves for actual gamers. All of this is happening during a marketwide shortage of semiconductor manufacturing capacity, limiting the processor supplies even further. All of this sounds like good news for NVIDIA, but the idea is that it also exposes the company to significant market risks if Ethereum prices crash again, killing the demand for token-mining hardware.NVIDIA's management has acknowledged this concern and taken steps to limit the Ethereum-mining appeal of its gaming hardware. Furthermore, CEO Jensen Huang argues that the cryptocurrency mining market is a fairly small part of his company's end-user market. Hyper-specialized application-specific integrated circuits (ASICs) play a much larger role in the crypto-mining sector.\"I think that this is going to be a part of our business. It won't grow extremely large no matter what happens and the reason for that is because when it starts to grow large, more ASICs come to the market, which kinds of mutes it,\" Huang said on the fourth-quarter earnings call. \"When the market becomes smaller, it's harder for ASICs to sustain the R&D and so the spot miners, industrial miners come back and then we'll create [cryptocurrency mining processors]. And so we expect it to be a small part of our business as we go forward. \"The company can't track how people end up using the chips it sells, but Huang estimates that roughly $200 million of this quarter's gaming product sales came from mining enthusiasts. That's just 8% of a $2.5 billion top-line haul.All of this is to say that NVIDIA's post-earnings correction may have been amplified by the Ethereum mining risk, and that particular threat doesn't look all that menacing. Therefore, you could make a case that NVIDIA's shares are selling at a discount today -- despite the sky-high valuation ratios.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356196123,"gmtCreate":1616762275462,"gmtModify":1704798519717,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/356196123","repostId":"2122426915","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898322588,"gmtCreate":1628474610144,"gmtModify":1703506610235,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"Pls give me a like...&nbsp;","listText":"Pls give me a like...&nbsp;","text":"Pls give me a like...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898322588","repostId":"1162909436","repostType":4,"repost":{"id":"1162909436","kind":"news","pubTimestamp":1628463995,"share":"https://ttm.financial/m/news/1162909436?lang=en_US&edition=fundamental","pubTime":"2021-08-09 07:06","market":"us","language":"en","title":"Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1162909436","media":"Barron's","summary":"The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports re","content":"<p>The bulk of second-quarter earnings season is in the rearview mirror,&nbsp;but several notable reports remain.&nbsp;AMC Entertainment Holdings,&nbsp;BioNTech, and&nbsp;Dish Network&nbsp;will be Monday’s highlights.&nbsp;Coinbase&nbsp;Global and&nbsp;Syscogo on Tuesday. On Wednesday,&nbsp;eBay&nbsp;will report, followed by Walt&nbsp;Disney,&nbsp;Airbnb,&nbsp;DoorDash,&nbsp;and&nbsp;Broadridge Financial Solutionson Thursday.</p>\n<p>The week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will&nbsp;report&nbsp;the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.</p>\n<p>On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.</p>\n<h3><b>Monday 8/9</b></h3>\n<p>Air Products and Chemicals,&nbsp;<a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>,&nbsp;Barrick Gold,&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, <a href=\"https://laohu8.com/S/DISH\">DISH Network</a>, and&nbsp;<a href=\"https://laohu8.com/S/TSN\">Tyson</a>&nbsp;report quarterly results.</p>\n<p><b>The Bureau of Labor Statistics</b>&nbsp;reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.</p>\n<h3><b>Tuesday 8/10</b></h3>\n<p><b>The National Federation of Independent Business</b>&nbsp;reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.</p>\n<p><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, <a href=\"https://laohu8.com/S/SYY\">Sysco</a>, and&nbsp;<a href=\"https://laohu8.com/S/TDG\">TransDigm</a> announce earnings.</p>\n<p><b>The BLS reports unit labor</b>&nbsp;costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.</p>\n<h3><b>Wednesday 8/11</b></h3>\n<p><a href=\"https://laohu8.com/S/EBAY\">eBay</a> and&nbsp;<a href=\"https://laohu8.com/S/PRGO\">Perrigo Co PLC</a> release quarterly results.</p>\n<p><b>The BLS reports the consumer</b>&nbsp;price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.</p>\n<p><b>The Treasury Department</b>&nbsp;releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.</p>\n<h3><b>Thursday 8/12</b></h3>\n<p><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a>, <a href=\"https://laohu8.com/S/BR\">Broadridge Financial Solutions</a>,&nbsp;<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>,&nbsp;<a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a>, and <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> hold conference calls to discuss earnings.</p>\n<p>Idexx Laboratorieshosts its 2021 virtual investor day.</p>\n<p><b>The BLS reports the</b>&nbsp;producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.</p>\n<p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.</p>\n<h3><b>Friday 8/13</b></h3>\n<p><b>The University of Michigan</b>&nbsp;releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.</p>","source":"lsy1610680873436","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>Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports remain. AMC Entertainment Holdings, BioNTech, and Dish Network will be Monday’s highlights. Coinbase ...</p>\n\n<a href=\"https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","COIN":"Coinbase Global, Inc.","ABNB":"爱彼迎","AMC":"AMC院线",".SPX":"S&P 500 Index","BR":"Broadridge金融解决方案","TDG":"TransDigm",".IXIC":"NASDAQ Composite","EBAY":"eBay","BAM":"布鲁克菲尔德资产管理","DIS":"迪士尼","PRGO":"百利高"},"source_url":"https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162909436","content_text":"The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports remain. AMC Entertainment Holdings, BioNTech, and Dish Network will be Monday’s highlights. Coinbase Global and Syscogo on Tuesday. On Wednesday, eBay will report, followed by Walt Disney, Airbnb, DoorDash, and Broadridge Financial Solutionson Thursday.\nThe week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will report the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.\nOn Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.\nMonday 8/9\nAir Products and Chemicals, AMC Entertainment, Barrick Gold, BioNTech SE, DISH Network, and Tyson report quarterly results.\nThe Bureau of Labor Statistics reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.\nTuesday 8/10\nThe National Federation of Independent Business reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.\nCoinbase Global, Inc., Sysco, and TransDigm announce earnings.\nThe BLS reports unit labor costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.\nWednesday 8/11\neBay and Perrigo Co PLC release quarterly results.\nThe BLS reports the consumer price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.\nThe Treasury Department releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.\nThursday 8/12\nAirbnb, Inc., Broadridge Financial Solutions, Brookfield Asset Management, DoorDash, Inc., and Walt Disney hold conference calls to discuss earnings.\nIdexx Laboratorieshosts its 2021 virtual investor day.\nThe BLS reports the producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.\nThe Department of Labor reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.\nFriday 8/13\nThe University of Michigan releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.","news_type":1,"symbols_score_info":{"DIS":0.9,"EBAY":0.9,"COIN":0.9,"PRGO":0.9,"TDG":0.9,"AMC":0.9,"ABNB":0.9,".IXIC":0.9,"BAM":0.9,".SPX":0.9,".DJI":0.9,"BR":0.9}},"isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145002484,"gmtCreate":1626181403448,"gmtModify":1703754928014,"author":{"id":"3574851596973634","authorId":"3574851596973634","name":"HansonYap","avatar":"https://static.tigerbbs.com/3abe061f222c2562c2e3429d618bcbf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574851596973634","idStr":"3574851596973634"},"themes":[],"htmlText":"No eye see..&nbsp;","listText":"No eye see..&nbsp;","text":"No eye see..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145002484","repostId":"1162410134","repostType":4,"repost":{"id":"1162410134","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":1626179564,"share":"https://ttm.financial/m/news/1162410134?lang=en_US&edition=fundamental","pubTime":"2021-07-13 20:32","market":"us","language":"en","title":"Consumer price index increases 5.4% in June vs. 5% estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1162410134","media":"Tiger Newspress","summary":"Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor D","content":"<p>Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor Department reported Tuesday.</p>\n<p>The consumer price index increased 5.4% from a year ago, the largest jump since just before the financial crisis. Economists surveyed by Dow Jones had been expecting a 5% gain.</p>\n<p>Stripping out volatile food and energy prices, the core CPI rose 4.5%, the sharpest move for that measure since September 1991 and well above the estimate of 3.8%.</p>\n<p>Inflation has been rising due to a number of factors, including supply chain bottlenecks, extraordinarily high demand as the Covid-19 pandemic eases, and year-over-year comparisons to a time when the economy was struggling to reopen in the early months of the crisis.</p>\n<p>Policymakers at the Federal Reserve and the White House expect the current pressures to begin to ease, though central bank officials have acknowledged that inflation is stronger and perhaps more durable than they had anticipated.</p>\n<p>Much of the price pressures have come from sectors particularly influenced by the shutdown – used car prices, air fares and transportation costs, to name three.</p>\n<p>However, housing and shelter prices continue to climb, adding fuel to the belief that inflation could stick around for a while.</p>\n<p>Consumers see prices overall up 4.8% in the next 12 months, according to a New York Fed survey released Monday, though a separate survey from Bank of America out Tuesday indicated that</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Consumer price index increases 5.4% in June vs. 5% estimate</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\">\nConsumer price index increases 5.4% in June vs. 5% estimate\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\">2021-07-13 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor Department reported Tuesday.</p>\n<p>The consumer price index increased 5.4% from a year ago, the largest jump since just before the financial crisis. Economists surveyed by Dow Jones had been expecting a 5% gain.</p>\n<p>Stripping out volatile food and energy prices, the core CPI rose 4.5%, the sharpest move for that measure since September 1991 and well above the estimate of 3.8%.</p>\n<p>Inflation has been rising due to a number of factors, including supply chain bottlenecks, extraordinarily high demand as the Covid-19 pandemic eases, and year-over-year comparisons to a time when the economy was struggling to reopen in the early months of the crisis.</p>\n<p>Policymakers at the Federal Reserve and the White House expect the current pressures to begin to ease, though central bank officials have acknowledged that inflation is stronger and perhaps more durable than they had anticipated.</p>\n<p>Much of the price pressures have come from sectors particularly influenced by the shutdown – used car prices, air fares and transportation costs, to name three.</p>\n<p>However, housing and shelter prices continue to climb, adding fuel to the belief that inflation could stick around for a while.</p>\n<p>Consumers see prices overall up 4.8% in the next 12 months, according to a New York Fed survey released Monday, though a separate survey from Bank of America out Tuesday indicated that</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162410134","content_text":"Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor Department reported Tuesday.\nThe consumer price index increased 5.4% from a year ago, the largest jump since just before the financial crisis. Economists surveyed by Dow Jones had been expecting a 5% gain.\nStripping out volatile food and energy prices, the core CPI rose 4.5%, the sharpest move for that measure since September 1991 and well above the estimate of 3.8%.\nInflation has been rising due to a number of factors, including supply chain bottlenecks, extraordinarily high demand as the Covid-19 pandemic eases, and year-over-year comparisons to a time when the economy was struggling to reopen in the early months of the crisis.\nPolicymakers at the Federal Reserve and the White House expect the current pressures to begin to ease, though central bank officials have acknowledged that inflation is stronger and perhaps more durable than they had anticipated.\nMuch of the price pressures have come from sectors particularly influenced by the shutdown – used car prices, air fares and transportation costs, to name three.\nHowever, housing and shelter prices continue to climb, adding fuel to the belief that inflation could stick around for a while.\nConsumers see prices overall up 4.8% in the next 12 months, according to a New York Fed survey released Monday, though a separate survey from Bank of America out Tuesday indicated that","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}