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CrackMeUp
2024-10-17
$Taiwan Semiconductor Manufacturing(TSM)$
[Wow]
CrackMeUp
2022-05-10
Start small to go big👍
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2022-05-08
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CrackMeUp
2022-05-03
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CrackMeUp
2022-04-29
[Strong]
Apple Q2 Earnings: Great Enough, But There Is A Catch
CrackMeUp
2022-04-26
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","listText":"[Strong] ","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069384773","repostId":"1155553497","repostType":4,"repost":{"id":"1155553497","kind":"news","pubTimestamp":1651223162,"share":"https://ttm.financial/m/news/1155553497?lang=&edition=fundamental","pubTime":"2022-04-29 17:06","market":"us","language":"en","title":"Apple Q2 Earnings: Great Enough, But There Is A Catch","url":"https://stock-news.laohu8.com/highlight/detail?id=1155553497","media":"seekingalpha","summary":"SummaryApple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved to be less of a drag to revenues than I expected.</li><li>The problem is that fiscal Q3 is shaping up to be very challenging due to COVID-related shutdowns in China and component shortages.</li><li>I continue to think that AAPL is a good stock to own due to demand for the company's products and brand appreciation being at a high.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34b13319d40231533e3a4b7a480252eb\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Drew Angerer/Getty Images News</span></p><p>As I anticipated in my earnings preview, Apple (NASDAQ:AAPL) delivered great results in fiscal Q2, against very tough comps, that were better than Wall Street had anticipated. The iPhone was, indeed, the star of the show, as was the Mac. Concerns over sales in GreaterChina ended up not materializing and Apple managed to grow revenues across all its top geographic segments, except for the smallest Asia Pacific ex-China and ex-Japan group.</p><p>The problem was not what Apple managed to do in the past three months, but what the company expects to face in the near term. The stock sold off during the earnings call, as the management team guided for substantial top-line challenges from component shortages and COVID-19 disruptions along its supply chain. Below is what I believe investors should take away from this eventful earnings day.</p><p><b>Nothing wrong with fiscal Q2</b></p><p>Analysts had been expecting fiscal Q2 revenue and EPS growth of only 5% and 2%, respectively, while I thought that 7% and 10% seemed more realistic. The Cupertino company delivered an encouraging 9% increase in both the top and bottom lines that, while aligned with my projections, I still found impressive.</p><p>Apple and its management team should be commended for executing so well, considering all the recent challenges: inflation, supply chain problems, the Russia sanctions, only to name a few hot topics. In fact, this level of competency at running the business in virtually any macroeconomic environment helps me to remain confident in AAPL, a pricey stock that I still think is worth owning.</p><p>The charts below help to illustrate that Apple results were strong very much across the board — keep in mind, on top of total company revenue growth of 54% in Q2 of last year. A couple of asterisks could be added here: (1) services growth slowed down to mid-2020 levels, trailing the previous 16-quarter average by around 5 percentage points, and (2) the iPad suffered more than other products from supply chain constraints and probably, as I anticipated a few days ago, lack of newness outside the iPad Air lineup.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52b3a5641ab2ae69b5ed8b1c90be7160\" tg-width=\"640\" tg-height=\"238\" width=\"100%\" height=\"auto\"/><span>Apple's Fiscal Q2 Growth, by Business and Geographic Segment (DM Martins Research)</span></p><p><b>Fiscal Q3 will be uglier</b></p><p>All of the above helps to justify after-hours bullishness, as Apple stock climbed as much as 3% after rising nearly 5% during the regular trading session. That's when CFO Luca Maestri delivered the outlook for fiscal Q3, and shares tanked: -4% at their lowest point, before recovering one to two percentage points by 6 p.m. EST.</p><p>Apple expects a substantial drag to Q3 revenues of $4 billion to $8 billion due to both component shortages and the COVID-driven plant shutdowns in the Shanghai area. I was also a bit discouraged to see gross margin guidance of 42% to 43% that suggests YOY margin contraction for the first time since the last quarter of fiscal 2019. Meanwhile, guided opex at $12.8 billion (midpoint of the range) remains rich enough to suggest noticeable loss of operating leverage.</p><p>The bottom line is that Apple's fiscal Q3 P&L will likely be ugly compared to what investors have witnessed since the 2019 holiday quarter. Judging by the management team's commentary, demand does not seem to be a problem, as the iPhone 13 and the M1-equipped Mac devices remain a success. However, the supply chain problems should be enough of a drag to near-term results.</p><p>The piece of good news that investors can hang on to is that, according to CEO Tim Cook, the worst could be over by the time the quarter ends. Nearly all of Apple's final assembly facilities in China have already reopened, although not in time to prevent loss of revenues in the current quarter. The chief executive also believes that some of the lost sales could be recoverable in the future, although it is hard to say exactly how much.</p><p><b>Focus on long term</b></p><p>As I indicated above, Apple continues to navigate the choppy waters at least as well as any other tech company in the world. It would be misplaced optimism to think that the challenges will subside after fiscal Q3, but less so to believe that the worst could be over in a matter of weeks or couple of months.</p><p>I continue to think that Apple is a good stock to own due to demand for the company's products and brand appreciation being at a historical high, in my view. While valuations are certainly not in the gutter, potential investors may find solace in the current 12% pullback from a recent peak still looking like a decent opportunity to buy AAPL on the dip.</p></body></html>","source":"seekingalpha","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>Apple Q2 Earnings: Great Enough, But There Is A Catch</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\">\nApple Q2 Earnings: Great Enough, But There Is A Catch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-29 17:06 GMT+8 <a href=https://seekingalpha.com/article/4504840-apple-q2-earnings-strong-q3-outlook-china-supply-chain-issues><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved to be less of a drag to revenues than I expected.The problem is that fiscal Q3 is shaping up to be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4504840-apple-q2-earnings-strong-q3-outlook-china-supply-chain-issues\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4504840-apple-q2-earnings-strong-q3-outlook-china-supply-chain-issues","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155553497","content_text":"SummaryApple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved to be less of a drag to revenues than I expected.The problem is that fiscal Q3 is shaping up to be very challenging due to COVID-related shutdowns in China and component shortages.I continue to think that AAPL is a good stock to own due to demand for the company's products and brand appreciation being at a high.Drew Angerer/Getty Images NewsAs I anticipated in my earnings preview, Apple (NASDAQ:AAPL) delivered great results in fiscal Q2, against very tough comps, that were better than Wall Street had anticipated. The iPhone was, indeed, the star of the show, as was the Mac. Concerns over sales in GreaterChina ended up not materializing and Apple managed to grow revenues across all its top geographic segments, except for the smallest Asia Pacific ex-China and ex-Japan group.The problem was not what Apple managed to do in the past three months, but what the company expects to face in the near term. The stock sold off during the earnings call, as the management team guided for substantial top-line challenges from component shortages and COVID-19 disruptions along its supply chain. Below is what I believe investors should take away from this eventful earnings day.Nothing wrong with fiscal Q2Analysts had been expecting fiscal Q2 revenue and EPS growth of only 5% and 2%, respectively, while I thought that 7% and 10% seemed more realistic. The Cupertino company delivered an encouraging 9% increase in both the top and bottom lines that, while aligned with my projections, I still found impressive.Apple and its management team should be commended for executing so well, considering all the recent challenges: inflation, supply chain problems, the Russia sanctions, only to name a few hot topics. In fact, this level of competency at running the business in virtually any macroeconomic environment helps me to remain confident in AAPL, a pricey stock that I still think is worth owning.The charts below help to illustrate that Apple results were strong very much across the board — keep in mind, on top of total company revenue growth of 54% in Q2 of last year. A couple of asterisks could be added here: (1) services growth slowed down to mid-2020 levels, trailing the previous 16-quarter average by around 5 percentage points, and (2) the iPad suffered more than other products from supply chain constraints and probably, as I anticipated a few days ago, lack of newness outside the iPad Air lineup.Apple's Fiscal Q2 Growth, by Business and Geographic Segment (DM Martins Research)Fiscal Q3 will be uglierAll of the above helps to justify after-hours bullishness, as Apple stock climbed as much as 3% after rising nearly 5% during the regular trading session. That's when CFO Luca Maestri delivered the outlook for fiscal Q3, and shares tanked: -4% at their lowest point, before recovering one to two percentage points by 6 p.m. EST.Apple expects a substantial drag to Q3 revenues of $4 billion to $8 billion due to both component shortages and the COVID-driven plant shutdowns in the Shanghai area. I was also a bit discouraged to see gross margin guidance of 42% to 43% that suggests YOY margin contraction for the first time since the last quarter of fiscal 2019. Meanwhile, guided opex at $12.8 billion (midpoint of the range) remains rich enough to suggest noticeable loss of operating leverage.The bottom line is that Apple's fiscal Q3 P&L will likely be ugly compared to what investors have witnessed since the 2019 holiday quarter. Judging by the management team's commentary, demand does not seem to be a problem, as the iPhone 13 and the M1-equipped Mac devices remain a success. However, the supply chain problems should be enough of a drag to near-term results.The piece of good news that investors can hang on to is that, according to CEO Tim Cook, the worst could be over by the time the quarter ends. Nearly all of Apple's final assembly facilities in China have already reopened, although not in time to prevent loss of revenues in the current quarter. The chief executive also believes that some of the lost sales could be recoverable in the future, although it is hard to say exactly how much.Focus on long termAs I indicated above, Apple continues to navigate the choppy waters at least as well as any other tech company in the world. It would be misplaced optimism to think that the challenges will subside after fiscal Q3, but less so to believe that the worst could be over in a matter of weeks or couple of months.I continue to think that Apple is a good stock to own due to demand for the company's products and brand appreciation being at a historical high, in my view. While valuations are certainly not in the gutter, potential investors may find solace in the current 12% pullback from a recent peak still looking like a decent opportunity to buy AAPL on the dip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087831695,"gmtCreate":1650984109626,"gmtModify":1676534827535,"author":{"id":"3577340620429694","authorId":"3577340620429694","name":"CrackMeUp","avatar":"https://community-static.tradeup.com/news/92b7b2654026883d062d2d5b7fafd11b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577340620429694","authorIdStr":"3577340620429694"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087831695","repostId":"2230114273","repostType":4,"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9065672548,"gmtCreate":1652192686984,"gmtModify":1676535049284,"author":{"id":"3577340620429694","authorId":"3577340620429694","name":"CrackMeUp","avatar":"https://community-static.tradeup.com/news/92b7b2654026883d062d2d5b7fafd11b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577340620429694","authorIdStr":"3577340620429694"},"themes":[],"htmlText":"Start small to go big👍","listText":"Start small to go big👍","text":"Start small to go big👍","images":[{"img":"https://community-static.tradeup.com/news/e7706acd9aa57876e9f2b24b63a0d450","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9065672548","isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9066484935,"gmtCreate":1651947293228,"gmtModify":1676535001411,"author":{"id":"3577340620429694","authorId":"3577340620429694","name":"CrackMeUp","avatar":"https://community-static.tradeup.com/news/92b7b2654026883d062d2d5b7fafd11b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577340620429694","authorIdStr":"3577340620429694"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066484935","repostId":"2233354229","repostType":4,"repost":{"id":"2233354229","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1651845056,"share":"https://ttm.financial/m/news/2233354229?lang=&edition=fundamental","pubTime":"2022-05-06 21:50","market":"us","language":"en","title":"SEC Charges Nvidia With Inadequate Disclosure About Impact of Cryptomining","url":"https://stock-news.laohu8.com/highlight/detail?id=2233354229","media":"Dow Jones","summary":"The Securities and Exchange Commission today announced settled charges against technology company NV","content":"<html><head></head><body><p>The Securities and Exchange Commission today announced settled charges against technology company NVIDIA Corporation for inadequate disclosures concerning the impact of cryptomining on the company's gaming business.</p><p>Nvidia shares slipped 3% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/e52a0c4d5012d6325a19abc12530f9c2\" tg-width=\"835\" tg-height=\"654\" width=\"100%\" height=\"auto\"/></p><p>The SEC's order finds that, during consecutive quarters in NVIDIA's fiscal year 2018, the company failed to disclose that cryptomining was a significant element of its material revenue growth from the sale of its graphics processing units (GPUs) designed and marketed for gaming. Cryptomining is the process of obtaining crypto rewards in exchange for verifying crypto transactions on distributed ledgers. As demand for and interest in crypto rose in 2017, NVIDIA customers increasingly used its gaming GPUs for cryptomining.</p><p>In two of its Forms 10-Q for its fiscal year 2018, NVIDIA reported material growth in revenue within its gaming business. NVIDIA had information, however, that this increase in gaming sales was driven in significant part by cryptomining. Despite this, NVIDIA did not disclose in its Forms 10-Q, as it was required to do, these significant earnings and cash flow fluctuations related to a volatile business for investors to ascertain the likelihood that past performance was indicative of future performance. The SEC's order also finds that NVIDIA's omissions of material information about the growth of its gaming business were misleading given that NVIDIA did make statements about how other parts of the company's business were driven by demand for crypto, creating the impression that the company's gaming business was not significantly affected by cryptomining.</p><p>"NVIDIA's disclosure failures deprived investors of critical information to evaluate the company's business in a key market," said Kristina Littman, Chief of the SEC Enforcement Division's Crypto Assets and Cyber Unit. "All issuers, including those that pursue opportunities involving emerging technology, must ensure that their disclosures are timely, complete, and accurate."</p><p>The SEC's order finds that NVIDIA violated Section 17(a)(2) and (3) of the Securities Act of 1933 and the disclosure provisions of the Securities Exchange Act of 1934. The order also finds that NVIDIA failed to maintain adequate disclosure controls and procedures. Without admitting or denying the SEC's findings, NVIDIA agreed to a cease-and-desist order and to pay a $5.5 million penalty.</p><p>The SEC's investigation was conducted by Brent Wilner of the Crypto Assets and Cyber Unit, and supervised by Diana Tani and Ms. Littman of the Crypto Assets and Cyber Unit.</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>May 06, 2022 09:43 ET (13:43 GMT)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SEC Charges Nvidia With Inadequate Disclosure About Impact of Cryptomining</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\">\nSEC Charges Nvidia With Inadequate Disclosure About Impact of Cryptomining\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-06 21:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Securities and Exchange Commission today announced settled charges against technology company NVIDIA Corporation for inadequate disclosures concerning the impact of cryptomining on the company's gaming business.</p><p>Nvidia shares slipped 3% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/e52a0c4d5012d6325a19abc12530f9c2\" tg-width=\"835\" tg-height=\"654\" width=\"100%\" height=\"auto\"/></p><p>The SEC's order finds that, during consecutive quarters in NVIDIA's fiscal year 2018, the company failed to disclose that cryptomining was a significant element of its material revenue growth from the sale of its graphics processing units (GPUs) designed and marketed for gaming. Cryptomining is the process of obtaining crypto rewards in exchange for verifying crypto transactions on distributed ledgers. As demand for and interest in crypto rose in 2017, NVIDIA customers increasingly used its gaming GPUs for cryptomining.</p><p>In two of its Forms 10-Q for its fiscal year 2018, NVIDIA reported material growth in revenue within its gaming business. NVIDIA had information, however, that this increase in gaming sales was driven in significant part by cryptomining. Despite this, NVIDIA did not disclose in its Forms 10-Q, as it was required to do, these significant earnings and cash flow fluctuations related to a volatile business for investors to ascertain the likelihood that past performance was indicative of future performance. The SEC's order also finds that NVIDIA's omissions of material information about the growth of its gaming business were misleading given that NVIDIA did make statements about how other parts of the company's business were driven by demand for crypto, creating the impression that the company's gaming business was not significantly affected by cryptomining.</p><p>"NVIDIA's disclosure failures deprived investors of critical information to evaluate the company's business in a key market," said Kristina Littman, Chief of the SEC Enforcement Division's Crypto Assets and Cyber Unit. "All issuers, including those that pursue opportunities involving emerging technology, must ensure that their disclosures are timely, complete, and accurate."</p><p>The SEC's order finds that NVIDIA violated Section 17(a)(2) and (3) of the Securities Act of 1933 and the disclosure provisions of the Securities Exchange Act of 1934. The order also finds that NVIDIA failed to maintain adequate disclosure controls and procedures. Without admitting or denying the SEC's findings, NVIDIA agreed to a cease-and-desist order and to pay a $5.5 million penalty.</p><p>The SEC's investigation was conducted by Brent Wilner of the Crypto Assets and Cyber Unit, and supervised by Diana Tani and Ms. Littman of the Crypto Assets and Cyber Unit.</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>May 06, 2022 09:43 ET (13:43 GMT)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233354229","content_text":"The Securities and Exchange Commission today announced settled charges against technology company NVIDIA Corporation for inadequate disclosures concerning the impact of cryptomining on the company's gaming business.Nvidia shares slipped 3% in morning trading.The SEC's order finds that, during consecutive quarters in NVIDIA's fiscal year 2018, the company failed to disclose that cryptomining was a significant element of its material revenue growth from the sale of its graphics processing units (GPUs) designed and marketed for gaming. Cryptomining is the process of obtaining crypto rewards in exchange for verifying crypto transactions on distributed ledgers. As demand for and interest in crypto rose in 2017, NVIDIA customers increasingly used its gaming GPUs for cryptomining.In two of its Forms 10-Q for its fiscal year 2018, NVIDIA reported material growth in revenue within its gaming business. NVIDIA had information, however, that this increase in gaming sales was driven in significant part by cryptomining. Despite this, NVIDIA did not disclose in its Forms 10-Q, as it was required to do, these significant earnings and cash flow fluctuations related to a volatile business for investors to ascertain the likelihood that past performance was indicative of future performance. The SEC's order also finds that NVIDIA's omissions of material information about the growth of its gaming business were misleading given that NVIDIA did make statements about how other parts of the company's business were driven by demand for crypto, creating the impression that the company's gaming business was not significantly affected by cryptomining.\"NVIDIA's disclosure failures deprived investors of critical information to evaluate the company's business in a key market,\" said Kristina Littman, Chief of the SEC Enforcement Division's Crypto Assets and Cyber Unit. \"All issuers, including those that pursue opportunities involving emerging technology, must ensure that their disclosures are timely, complete, and accurate.\"The SEC's order finds that NVIDIA violated Section 17(a)(2) and (3) of the Securities Act of 1933 and the disclosure provisions of the Securities Exchange Act of 1934. The order also finds that NVIDIA failed to maintain adequate disclosure controls and procedures. Without admitting or denying the SEC's findings, NVIDIA agreed to a cease-and-desist order and to pay a $5.5 million penalty.The SEC's investigation was conducted by Brent Wilner of the Crypto Assets and Cyber Unit, and supervised by Diana Tani and Ms. Littman of the Crypto Assets and Cyber Unit.$(END)$ Dow Jones NewswiresMay 06, 2022 09:43 ET (13:43 GMT)","news_type":1},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063451673,"gmtCreate":1651521560423,"gmtModify":1676534918785,"author":{"id":"3577340620429694","authorId":"3577340620429694","name":"CrackMeUp","avatar":"https://community-static.tradeup.com/news/92b7b2654026883d062d2d5b7fafd11b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577340620429694","authorIdStr":"3577340620429694"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063451673","repostId":"2232712364","repostType":4,"repost":{"id":"2232712364","kind":"highlight","pubTimestamp":1651502479,"share":"https://ttm.financial/m/news/2232712364?lang=&edition=fundamental","pubTime":"2022-05-02 22:41","market":"us","language":"en","title":"Warren Buffett Just Made an Even Bigger Bet on Oil Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2232712364","media":"Motley Fool","summary":"Chevron is now a top-three position for Berkshire, bigger than American Express and Coca-Cola.","content":"<html><head></head><body><p>In the middle of the first quarter, Warren Buffett's company, <b>Berkshire Hathaway</b>, had to disclose it had made a large bet on <b>Occidental Petroleum</b>. That's because the giant Buffett conglomerate had taken a stake that exceeded 10% of Occidental's stock, prompting a disclosure.</p><p>That purchase in Occidental, which seemed like a leveraged bet on higher oil prices, appeared to indicate Buffett was bullish on oil prices following Russia's invasion of Ukraine. But it also could have been for factors specific to Occidental.</p><p>It turns out that Buffett was making an even more massive bet on oil prices at the time, the full extent of which he didn't have to disclose until now.</p><h2>Chevron is now a top-three position for Berkshire, ahead of AmEx and Coke</h2><p>While Berkshire had to disclose its position in Occidental, it didn't have to do so for a huge increase in its position in <b>Chevron</b> (CVX -3.16%). Because Chevron is a much larger overall company, Berkshire was able to increase its share of the company from 2% at the end of the fourth quarter of 2021 to 8.9% by the end of the first quarter of 2022.</p><p>Thanks to rising oil prices and Chevron's rising price, the stake has now overtaken famous longtime Buffett holdings <b>American Express</b> and <b>Coca-Cola</b> in terms of size. At today's prices, Chevron now makes up 7.7% of Berkshire's $353 billion portfolio, its third-largest position, behind <b>Apple</b> in first and <b>Bank of America</b>.</p><p>When combined with Occidental's 2.1% allocation, Buffett has now bet 9.8% of Berkshire's public equity portfolio on these two oil and gas producers. That's more than double the relative allocation to energy in the <b>S&P 500</b>, at just 3.86%.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F677171%2Fbuffett.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Ukraine and the "casino" of Wall Street enabled the purchase</h2><p>Buffett has been somewhat bullish on the oil and gas sector over the past two years, purchasing its initial Chevron stake in late 2020 and acquiring the natural gas assets from <b>Dominion Energy</b> (D -2.66%) in mid-2020. These followed a preferred-stock investment in Occidental in 2019, which helped fund the company's acquisition of Anadarko.</p><p>Buffett probably liked the prices at which he could buy these assets. Investors focused on environmental, social, and governance (ESG) issues eschew traditional energy stocks, and exploration and production companies have limited their investments over the past decade of low energy prices. So the traditional energy sector had likely become the type of value investment Buffett seeks.</p><p>Given the aggressive pace of the purchases, it appears Russia's invasion of Ukraine stimulated Buffett's decision to act big and act quickly. Berkshire normally can't buy that much stock that quickly even if it wanted to, because it buys stock in such large size.</p><p>However, Buffett lamented the more "casino-like" nature of modern markets that enabled Berkshire to buy such a big stake so quickly. Since a large chunk of Occidental is locked up in index funds, Buffett was even more surprised he could buy so much of the company in such a short time. While it was good for Berkshire, Buffett lamented the fact that the purchase was even possible. Speaking to CNBC at Berkshire's annual shareholders meeting on Saturday, he said:</p><blockquote>That's not investment. You're not buying from [investors]. I find it just incredible. You couldn't do that with Berkshire. ... Overwhelmingly, large companies in America, they became poker chips. ... That enabled us, in a two-week period, to buy 14% of a business that's been around for decades. ... Imagine trying to [buy] 14% of the farms in this country, 14% of the apartment houses, 14% of the auto dealerships, or just anything, when already 40% were locked up some other place. It defies anything Charlie and I have seen, and we've seen a lot.</blockquote><h2>Is the oil trading over, or just getting started?</h2><p>Some might think Berkshire may be buying oil stocks near the top of the energy market. After all, oil prices have doubled since the beginning of 2021, and Buffett was buying on the way up. Moreover, there are now widespread fears about a recession later this year or next year, which could hurt oil demand. The U.S. rig count is also rising, which should bring supply on line later this year, and the government is even releasing 1 million barrels of oil per day for the next six months from the Strategic Petroleum Reserve.</p><p>On the other hand, Europe is now contemplating a quicker-than-expected embargo of Russian oil due to its atrocities in Ukraine. Moreover, the COVID-19 lockdowns in China could lift in the near future, at about the same time as the summer highway-travel season in the U.S. So there is also a case to be made that oil could be in for further gains (or at least stability at these high levels) for the foreseeable future.</p><p>In any case, Buffett tends to take a longer-term view of these things. More likely, he sees a structural supply shortfall over the next decade, and sees the high dividends from oil companies as durable. As a justification for his initial preferred-stock financing of Occidental back in 2019, he admitted the financing was a bet on higher oil prices over the long term. Given an even more favorable setup today, that view likely hasn't changed.</p><p>Individual investors should make their own decisions about their allocation to traditional energy. However, the transition to clean energy won't happen overnight. As long as the world uses fossil fuels, there will be a need for traditional energy companies. Those without any exposure should take note of Buffett's recent bet.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Just Made an Even Bigger Bet on Oil Prices</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\">\nWarren Buffett Just Made an Even Bigger Bet on Oil Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 22:41 GMT+8 <a href=https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B","OXY":"西方石油","CVX":"雪佛龙"},"source_url":"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232712364","content_text":"In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had taken a stake that exceeded 10% of Occidental's stock, prompting a disclosure.That purchase in Occidental, which seemed like a leveraged bet on higher oil prices, appeared to indicate Buffett was bullish on oil prices following Russia's invasion of Ukraine. But it also could have been for factors specific to Occidental.It turns out that Buffett was making an even more massive bet on oil prices at the time, the full extent of which he didn't have to disclose until now.Chevron is now a top-three position for Berkshire, ahead of AmEx and CokeWhile Berkshire had to disclose its position in Occidental, it didn't have to do so for a huge increase in its position in Chevron (CVX -3.16%). Because Chevron is a much larger overall company, Berkshire was able to increase its share of the company from 2% at the end of the fourth quarter of 2021 to 8.9% by the end of the first quarter of 2022.Thanks to rising oil prices and Chevron's rising price, the stake has now overtaken famous longtime Buffett holdings American Express and Coca-Cola in terms of size. At today's prices, Chevron now makes up 7.7% of Berkshire's $353 billion portfolio, its third-largest position, behind Apple in first and Bank of America.When combined with Occidental's 2.1% allocation, Buffett has now bet 9.8% of Berkshire's public equity portfolio on these two oil and gas producers. That's more than double the relative allocation to energy in the S&P 500, at just 3.86%.Image source: Getty Images.Ukraine and the \"casino\" of Wall Street enabled the purchaseBuffett has been somewhat bullish on the oil and gas sector over the past two years, purchasing its initial Chevron stake in late 2020 and acquiring the natural gas assets from Dominion Energy (D -2.66%) in mid-2020. These followed a preferred-stock investment in Occidental in 2019, which helped fund the company's acquisition of Anadarko.Buffett probably liked the prices at which he could buy these assets. Investors focused on environmental, social, and governance (ESG) issues eschew traditional energy stocks, and exploration and production companies have limited their investments over the past decade of low energy prices. So the traditional energy sector had likely become the type of value investment Buffett seeks.Given the aggressive pace of the purchases, it appears Russia's invasion of Ukraine stimulated Buffett's decision to act big and act quickly. Berkshire normally can't buy that much stock that quickly even if it wanted to, because it buys stock in such large size.However, Buffett lamented the more \"casino-like\" nature of modern markets that enabled Berkshire to buy such a big stake so quickly. Since a large chunk of Occidental is locked up in index funds, Buffett was even more surprised he could buy so much of the company in such a short time. While it was good for Berkshire, Buffett lamented the fact that the purchase was even possible. Speaking to CNBC at Berkshire's annual shareholders meeting on Saturday, he said:That's not investment. You're not buying from [investors]. I find it just incredible. You couldn't do that with Berkshire. ... Overwhelmingly, large companies in America, they became poker chips. ... That enabled us, in a two-week period, to buy 14% of a business that's been around for decades. ... Imagine trying to [buy] 14% of the farms in this country, 14% of the apartment houses, 14% of the auto dealerships, or just anything, when already 40% were locked up some other place. It defies anything Charlie and I have seen, and we've seen a lot.Is the oil trading over, or just getting started?Some might think Berkshire may be buying oil stocks near the top of the energy market. After all, oil prices have doubled since the beginning of 2021, and Buffett was buying on the way up. Moreover, there are now widespread fears about a recession later this year or next year, which could hurt oil demand. The U.S. rig count is also rising, which should bring supply on line later this year, and the government is even releasing 1 million barrels of oil per day for the next six months from the Strategic Petroleum Reserve.On the other hand, Europe is now contemplating a quicker-than-expected embargo of Russian oil due to its atrocities in Ukraine. Moreover, the COVID-19 lockdowns in China could lift in the near future, at about the same time as the summer highway-travel season in the U.S. So there is also a case to be made that oil could be in for further gains (or at least stability at these high levels) for the foreseeable future.In any case, Buffett tends to take a longer-term view of these things. More likely, he sees a structural supply shortfall over the next decade, and sees the high dividends from oil companies as durable. As a justification for his initial preferred-stock financing of Occidental back in 2019, he admitted the financing was a bet on higher oil prices over the long term. Given an even more favorable setup today, that view likely hasn't changed.Individual investors should make their own decisions about their allocation to traditional energy. However, the transition to clean energy won't happen overnight. As long as the world uses fossil fuels, there will be a need for traditional energy companies. Those without any exposure should take note of Buffett's recent bet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069384773,"gmtCreate":1651237419735,"gmtModify":1676534875572,"author":{"id":"3577340620429694","authorId":"3577340620429694","name":"CrackMeUp","avatar":"https://community-static.tradeup.com/news/92b7b2654026883d062d2d5b7fafd11b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577340620429694","authorIdStr":"3577340620429694"},"themes":[],"htmlText":"[Strong] ","listText":"[Strong] ","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069384773","repostId":"1155553497","repostType":4,"repost":{"id":"1155553497","kind":"news","pubTimestamp":1651223162,"share":"https://ttm.financial/m/news/1155553497?lang=&edition=fundamental","pubTime":"2022-04-29 17:06","market":"us","language":"en","title":"Apple Q2 Earnings: Great Enough, But There Is A Catch","url":"https://stock-news.laohu8.com/highlight/detail?id=1155553497","media":"seekingalpha","summary":"SummaryApple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved to be less of a drag to revenues than I expected.</li><li>The problem is that fiscal Q3 is shaping up to be very challenging due to COVID-related shutdowns in China and component shortages.</li><li>I continue to think that AAPL is a good stock to own due to demand for the company's products and brand appreciation being at a high.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34b13319d40231533e3a4b7a480252eb\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Drew Angerer/Getty Images News</span></p><p>As I anticipated in my earnings preview, Apple (NASDAQ:AAPL) delivered great results in fiscal Q2, against very tough comps, that were better than Wall Street had anticipated. The iPhone was, indeed, the star of the show, as was the Mac. Concerns over sales in GreaterChina ended up not materializing and Apple managed to grow revenues across all its top geographic segments, except for the smallest Asia Pacific ex-China and ex-Japan group.</p><p>The problem was not what Apple managed to do in the past three months, but what the company expects to face in the near term. The stock sold off during the earnings call, as the management team guided for substantial top-line challenges from component shortages and COVID-19 disruptions along its supply chain. Below is what I believe investors should take away from this eventful earnings day.</p><p><b>Nothing wrong with fiscal Q2</b></p><p>Analysts had been expecting fiscal Q2 revenue and EPS growth of only 5% and 2%, respectively, while I thought that 7% and 10% seemed more realistic. The Cupertino company delivered an encouraging 9% increase in both the top and bottom lines that, while aligned with my projections, I still found impressive.</p><p>Apple and its management team should be commended for executing so well, considering all the recent challenges: inflation, supply chain problems, the Russia sanctions, only to name a few hot topics. In fact, this level of competency at running the business in virtually any macroeconomic environment helps me to remain confident in AAPL, a pricey stock that I still think is worth owning.</p><p>The charts below help to illustrate that Apple results were strong very much across the board — keep in mind, on top of total company revenue growth of 54% in Q2 of last year. A couple of asterisks could be added here: (1) services growth slowed down to mid-2020 levels, trailing the previous 16-quarter average by around 5 percentage points, and (2) the iPad suffered more than other products from supply chain constraints and probably, as I anticipated a few days ago, lack of newness outside the iPad Air lineup.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52b3a5641ab2ae69b5ed8b1c90be7160\" tg-width=\"640\" tg-height=\"238\" width=\"100%\" height=\"auto\"/><span>Apple's Fiscal Q2 Growth, by Business and Geographic Segment (DM Martins Research)</span></p><p><b>Fiscal Q3 will be uglier</b></p><p>All of the above helps to justify after-hours bullishness, as Apple stock climbed as much as 3% after rising nearly 5% during the regular trading session. That's when CFO Luca Maestri delivered the outlook for fiscal Q3, and shares tanked: -4% at their lowest point, before recovering one to two percentage points by 6 p.m. EST.</p><p>Apple expects a substantial drag to Q3 revenues of $4 billion to $8 billion due to both component shortages and the COVID-driven plant shutdowns in the Shanghai area. I was also a bit discouraged to see gross margin guidance of 42% to 43% that suggests YOY margin contraction for the first time since the last quarter of fiscal 2019. Meanwhile, guided opex at $12.8 billion (midpoint of the range) remains rich enough to suggest noticeable loss of operating leverage.</p><p>The bottom line is that Apple's fiscal Q3 P&L will likely be ugly compared to what investors have witnessed since the 2019 holiday quarter. Judging by the management team's commentary, demand does not seem to be a problem, as the iPhone 13 and the M1-equipped Mac devices remain a success. However, the supply chain problems should be enough of a drag to near-term results.</p><p>The piece of good news that investors can hang on to is that, according to CEO Tim Cook, the worst could be over by the time the quarter ends. Nearly all of Apple's final assembly facilities in China have already reopened, although not in time to prevent loss of revenues in the current quarter. The chief executive also believes that some of the lost sales could be recoverable in the future, although it is hard to say exactly how much.</p><p><b>Focus on long term</b></p><p>As I indicated above, Apple continues to navigate the choppy waters at least as well as any other tech company in the world. It would be misplaced optimism to think that the challenges will subside after fiscal Q3, but less so to believe that the worst could be over in a matter of weeks or couple of months.</p><p>I continue to think that Apple is a good stock to own due to demand for the company's products and brand appreciation being at a historical high, in my view. While valuations are certainly not in the gutter, potential investors may find solace in the current 12% pullback from a recent peak still looking like a decent opportunity to buy AAPL on the dip.</p></body></html>","source":"seekingalpha","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>Apple Q2 Earnings: Great Enough, But There Is A Catch</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\">\nApple Q2 Earnings: Great Enough, But There Is A Catch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-29 17:06 GMT+8 <a href=https://seekingalpha.com/article/4504840-apple-q2-earnings-strong-q3-outlook-china-supply-chain-issues><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved to be less of a drag to revenues than I expected.The problem is that fiscal Q3 is shaping up to be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4504840-apple-q2-earnings-strong-q3-outlook-china-supply-chain-issues\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4504840-apple-q2-earnings-strong-q3-outlook-china-supply-chain-issues","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155553497","content_text":"SummaryApple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved to be less of a drag to revenues than I expected.The problem is that fiscal Q3 is shaping up to be very challenging due to COVID-related shutdowns in China and component shortages.I continue to think that AAPL is a good stock to own due to demand for the company's products and brand appreciation being at a high.Drew Angerer/Getty Images NewsAs I anticipated in my earnings preview, Apple (NASDAQ:AAPL) delivered great results in fiscal Q2, against very tough comps, that were better than Wall Street had anticipated. The iPhone was, indeed, the star of the show, as was the Mac. Concerns over sales in GreaterChina ended up not materializing and Apple managed to grow revenues across all its top geographic segments, except for the smallest Asia Pacific ex-China and ex-Japan group.The problem was not what Apple managed to do in the past three months, but what the company expects to face in the near term. The stock sold off during the earnings call, as the management team guided for substantial top-line challenges from component shortages and COVID-19 disruptions along its supply chain. Below is what I believe investors should take away from this eventful earnings day.Nothing wrong with fiscal Q2Analysts had been expecting fiscal Q2 revenue and EPS growth of only 5% and 2%, respectively, while I thought that 7% and 10% seemed more realistic. The Cupertino company delivered an encouraging 9% increase in both the top and bottom lines that, while aligned with my projections, I still found impressive.Apple and its management team should be commended for executing so well, considering all the recent challenges: inflation, supply chain problems, the Russia sanctions, only to name a few hot topics. In fact, this level of competency at running the business in virtually any macroeconomic environment helps me to remain confident in AAPL, a pricey stock that I still think is worth owning.The charts below help to illustrate that Apple results were strong very much across the board — keep in mind, on top of total company revenue growth of 54% in Q2 of last year. A couple of asterisks could be added here: (1) services growth slowed down to mid-2020 levels, trailing the previous 16-quarter average by around 5 percentage points, and (2) the iPad suffered more than other products from supply chain constraints and probably, as I anticipated a few days ago, lack of newness outside the iPad Air lineup.Apple's Fiscal Q2 Growth, by Business and Geographic Segment (DM Martins Research)Fiscal Q3 will be uglierAll of the above helps to justify after-hours bullishness, as Apple stock climbed as much as 3% after rising nearly 5% during the regular trading session. That's when CFO Luca Maestri delivered the outlook for fiscal Q3, and shares tanked: -4% at their lowest point, before recovering one to two percentage points by 6 p.m. EST.Apple expects a substantial drag to Q3 revenues of $4 billion to $8 billion due to both component shortages and the COVID-driven plant shutdowns in the Shanghai area. I was also a bit discouraged to see gross margin guidance of 42% to 43% that suggests YOY margin contraction for the first time since the last quarter of fiscal 2019. Meanwhile, guided opex at $12.8 billion (midpoint of the range) remains rich enough to suggest noticeable loss of operating leverage.The bottom line is that Apple's fiscal Q3 P&L will likely be ugly compared to what investors have witnessed since the 2019 holiday quarter. Judging by the management team's commentary, demand does not seem to be a problem, as the iPhone 13 and the M1-equipped Mac devices remain a success. However, the supply chain problems should be enough of a drag to near-term results.The piece of good news that investors can hang on to is that, according to CEO Tim Cook, the worst could be over by the time the quarter ends. Nearly all of Apple's final assembly facilities in China have already reopened, although not in time to prevent loss of revenues in the current quarter. The chief executive also believes that some of the lost sales could be recoverable in the future, although it is hard to say exactly how much.Focus on long termAs I indicated above, Apple continues to navigate the choppy waters at least as well as any other tech company in the world. It would be misplaced optimism to think that the challenges will subside after fiscal Q3, but less so to believe that the worst could be over in a matter of weeks or couple of months.I continue to think that Apple is a good stock to own due to demand for the company's products and brand appreciation being at a historical high, in my view. While valuations are certainly not in the gutter, potential investors may find solace in the current 12% pullback from a recent peak still looking like a decent opportunity to buy AAPL on the dip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087831695,"gmtCreate":1650984109626,"gmtModify":1676534827535,"author":{"id":"3577340620429694","authorId":"3577340620429694","name":"CrackMeUp","avatar":"https://community-static.tradeup.com/news/92b7b2654026883d062d2d5b7fafd11b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577340620429694","authorIdStr":"3577340620429694"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087831695","repostId":"2230114273","repostType":4,"repost":{"id":"2230114273","kind":"highlight","pubTimestamp":1650940815,"share":"https://ttm.financial/m/news/2230114273?lang=&edition=fundamental","pubTime":"2022-04-26 10:40","market":"us","language":"en","title":"Could Micron Technology Become the Next Nvidia?","url":"https://stock-news.laohu8.com/highlight/detail?id=2230114273","media":"Motley Fool","summary":"The memory specialist has a few things in common with the graphics card giant.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has turned out to be a terrific investment over the years as the chipmaker's dominance of the graphics processing unit (GPU) market has helped it grow rapidly.</p><p>From generating just $4 billion in revenue in fiscal 2012 when the use of graphics cards was limited to only a few applications such as personal computers (PCs) and mobile devices for gaming, Nvidia has come a long way. GPUs are now being deployed in huge volumes across a wide range of applications, including computers, consoles, data centers, workstations, and self-driving cars.</p><p>This explains why Nvidia finished fiscal 2022 (which ended Jan. 30) with a record revenue of nearly $27 billion. The tech giant's impressive growth trajectory is set to continue, as analysts expect its top line to exceed $40 billion by fiscal 2024. That won't be surprising, as Nvidia is the dominant player in the discrete graphics card market that's built for robust long-term growth.</p><p>But investors who have missed Nvidia stock's hot, market-beating rally over the past decade need not be disappointed. That's because <a href=\"https://laohu8.com/S/MU\"><b>Micron Technology</b> </a> could turn out to be the next big semiconductor play and replicate Nvidia-like gains. Let's see why that may be the case.</p><h2>Micron Technology is benefiting from the growing application of memory chips</h2><p>Micron Technology provides memory chips that are used for computing and storage in different applications such as PCs, mobile computing devices, data centers, gaming consoles, factories, cars, and many others. Just like Nvidia, even Micron's market was limited to applications such as computers and mobile phones a decade ago, and devices used to consume a lot less memory than they do now.</p><p>For some perspective, Micron had generated $8.2 billion in revenue in fiscal 2012, while its loss stood at $1.04 per share thanks to the cyclical nature of the memory market. The chipmaker has been historically affected by booms and busts in memory prices in the past, with its revenue and margins nosediving whenever the memory industry was faced with an oversupply or weak demand.</p><p>However, it appears that the memory industry is not impacted by cyclicity anymore, thanks to the spurt in applications of DRAM (dynamic random access memory) and NAND flash memory. This is evident from Micron's terrific growth in the ongoing fiscal year, despite concerns on Wall Street last year that memory prices are set to tumble.</p><p>The company has generated $15.5 billion in revenue for the first six months of fiscal 2022, up 29% over the prior-year period. Analysts expect Micron to finish the fiscal year with nearly $34 billion in revenue while anticipating that its fiscal 2023 revenue would cross $40 billion. For comparison, Micron generated just $8.2 billion in revenue in fiscal 2022 when the size of its addressable market was smaller.</p><p>So just like Nvidia, Micron has also won big from the growing application of the chips that it sells. In fact, both companies are anticipated to generate identical revenue in a couple of years, as the discussion above indicates.</p><h2>Micron is trying to increase its market share</h2><p>Nvidia's dominant position in the graphics card market has been the driving force behind the company's outstanding growth over the years. According to Jon Peddie Research, Nvidia controlled 81% of the discrete GPU market in the fourth quarter of 2021. The company is also the leading provider of data center graphics cards, with market research firm Omdia estimating that it controlled over 80% of this booming space in 2020.</p><p>Micron, on the other hand, isn't the largest player in the memory industry. The company controlled 23.5% of the DRAM memory market in 2020, trailing <b>Samsung</b> and <b>SK Hynix</b>, which controlled 41.7% and 29.4% of this market, respectively. However, Micron has been trying to take share away from its rivals on the back of its product development moves, and the good part is that its moves are bearing fruit.</p><p>As it turns out, Micron reportedly makes the most advanced DRAM node at present as compared to its rivals. And now, the company is on track to begin the production of DRAM chips based on the extreme ultraviolet (EUV) lithography process from 2024 -- a move that's expected to help it maintain a technology lead over rivals.</p><p>All this indicates that Micron may be on its way to capturing a bigger share of the massive DRAM market that clocked an estimated $92.5 billion in revenue last year. What's more, global DRAM revenue is expected to exceed $200 billion by 2028, which should help Micron sustain its robust growth in the long run.</p><h2>Why Micron could become the next Nvidia</h2><p>Micron is a bigger company than Nvidia in terms of revenue. The memory specialist has generated just over $31 billion in revenue over the trailing 12 months, greater than Nvidia's $26.9 billion. However, Nvidia's expensive valuation means that it is a much bigger company than Micron in terms of market capitalization.</p><p>Nvidia has a market capitalization of $505 billion as compared to Micron's $79 billion. However, Nvidia trades at a rich 52 times earnings as compared to Micron's trailing earnings multiple of 9. Micron's sales multiple of 2.65 is also much lower than Nvidia's multiple of nearly 21. This explains why Nvidia's valuation eclipses that of Micron by a huge margin.</p><p>However, analysts estimate both Micron and Nvidia will clock identical annual earnings growth of 30% for the next five years. So it won't be surprising to see Micron trade at a more expensive valuation in the future since it looks well placed to keep growing its earnings and revenue at a nice pace.</p><p>All this indicates that Micron Technology has the potential to become the next Nvidia. The memory specialist is generating solid revenue and earnings growth and working to increase its market share, and it operates in an industry that's built for growth in the long run. That's why investors looking to buy a growth stock at a cheap valuation may consider buying Micron right now before it becomes more expensive like Nvidia.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Micron Technology Become the Next Nvidia?</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\">\nCould Micron Technology Become the Next Nvidia?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 10:40 GMT+8 <a href=https://www.fool.com/investing/2022/04/25/could-micron-technology-become-the-next-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia has turned out to be a terrific investment over the years as the chipmaker's dominance of the graphics processing unit (GPU) market has helped it grow rapidly.From generating just $4 billion in...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/25/could-micron-technology-become-the-next-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","NVDA":"英伟达","BK4566":"资本集团","MU":"美光科技","BK4527":"明星科技股","BK4543":"AI","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品"},"source_url":"https://www.fool.com/investing/2022/04/25/could-micron-technology-become-the-next-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230114273","content_text":"Nvidia has turned out to be a terrific investment over the years as the chipmaker's dominance of the graphics processing unit (GPU) market has helped it grow rapidly.From generating just $4 billion in revenue in fiscal 2012 when the use of graphics cards was limited to only a few applications such as personal computers (PCs) and mobile devices for gaming, Nvidia has come a long way. GPUs are now being deployed in huge volumes across a wide range of applications, including computers, consoles, data centers, workstations, and self-driving cars.This explains why Nvidia finished fiscal 2022 (which ended Jan. 30) with a record revenue of nearly $27 billion. The tech giant's impressive growth trajectory is set to continue, as analysts expect its top line to exceed $40 billion by fiscal 2024. That won't be surprising, as Nvidia is the dominant player in the discrete graphics card market that's built for robust long-term growth.But investors who have missed Nvidia stock's hot, market-beating rally over the past decade need not be disappointed. That's because Micron Technology could turn out to be the next big semiconductor play and replicate Nvidia-like gains. Let's see why that may be the case.Micron Technology is benefiting from the growing application of memory chipsMicron Technology provides memory chips that are used for computing and storage in different applications such as PCs, mobile computing devices, data centers, gaming consoles, factories, cars, and many others. Just like Nvidia, even Micron's market was limited to applications such as computers and mobile phones a decade ago, and devices used to consume a lot less memory than they do now.For some perspective, Micron had generated $8.2 billion in revenue in fiscal 2012, while its loss stood at $1.04 per share thanks to the cyclical nature of the memory market. The chipmaker has been historically affected by booms and busts in memory prices in the past, with its revenue and margins nosediving whenever the memory industry was faced with an oversupply or weak demand.However, it appears that the memory industry is not impacted by cyclicity anymore, thanks to the spurt in applications of DRAM (dynamic random access memory) and NAND flash memory. This is evident from Micron's terrific growth in the ongoing fiscal year, despite concerns on Wall Street last year that memory prices are set to tumble.The company has generated $15.5 billion in revenue for the first six months of fiscal 2022, up 29% over the prior-year period. Analysts expect Micron to finish the fiscal year with nearly $34 billion in revenue while anticipating that its fiscal 2023 revenue would cross $40 billion. For comparison, Micron generated just $8.2 billion in revenue in fiscal 2022 when the size of its addressable market was smaller.So just like Nvidia, Micron has also won big from the growing application of the chips that it sells. In fact, both companies are anticipated to generate identical revenue in a couple of years, as the discussion above indicates.Micron is trying to increase its market shareNvidia's dominant position in the graphics card market has been the driving force behind the company's outstanding growth over the years. According to Jon Peddie Research, Nvidia controlled 81% of the discrete GPU market in the fourth quarter of 2021. The company is also the leading provider of data center graphics cards, with market research firm Omdia estimating that it controlled over 80% of this booming space in 2020.Micron, on the other hand, isn't the largest player in the memory industry. The company controlled 23.5% of the DRAM memory market in 2020, trailing Samsung and SK Hynix, which controlled 41.7% and 29.4% of this market, respectively. However, Micron has been trying to take share away from its rivals on the back of its product development moves, and the good part is that its moves are bearing fruit.As it turns out, Micron reportedly makes the most advanced DRAM node at present as compared to its rivals. And now, the company is on track to begin the production of DRAM chips based on the extreme ultraviolet (EUV) lithography process from 2024 -- a move that's expected to help it maintain a technology lead over rivals.All this indicates that Micron may be on its way to capturing a bigger share of the massive DRAM market that clocked an estimated $92.5 billion in revenue last year. What's more, global DRAM revenue is expected to exceed $200 billion by 2028, which should help Micron sustain its robust growth in the long run.Why Micron could become the next NvidiaMicron is a bigger company than Nvidia in terms of revenue. The memory specialist has generated just over $31 billion in revenue over the trailing 12 months, greater than Nvidia's $26.9 billion. However, Nvidia's expensive valuation means that it is a much bigger company than Micron in terms of market capitalization.Nvidia has a market capitalization of $505 billion as compared to Micron's $79 billion. However, Nvidia trades at a rich 52 times earnings as compared to Micron's trailing earnings multiple of 9. Micron's sales multiple of 2.65 is also much lower than Nvidia's multiple of nearly 21. This explains why Nvidia's valuation eclipses that of Micron by a huge margin.However, analysts estimate both Micron and Nvidia will clock identical annual earnings growth of 30% for the next five years. So it won't be surprising to see Micron trade at a more expensive valuation in the future since it looks well placed to keep growing its earnings and revenue at a nice pace.All this indicates that Micron Technology has the potential to become the next Nvidia. The memory specialist is generating solid revenue and earnings growth and working to increase its market share, and it operates in an industry that's built for growth in the long run. That's why investors looking to buy a growth stock at a cheap valuation may consider buying Micron right now before it becomes more expensive like Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360904213291240,"gmtCreate":1729152812707,"gmtModify":1729152817376,"author":{"id":"3577340620429694","authorId":"3577340620429694","name":"CrackMeUp","avatar":"https://community-static.tradeup.com/news/92b7b2654026883d062d2d5b7fafd11b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577340620429694","authorIdStr":"3577340620429694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$ </a> [Wow] ","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$ </a> [Wow] ","text":"$Taiwan Semiconductor Manufacturing(TSM)$ [Wow]","images":[{"img":"https://community-static.tradeup.com/news/c36535d45f40c1e19da74f2233afb33e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360904213291240","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}