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Dragonkid
2021-09-14
$Alibaba(09988)$
how much longer will the drop be...
Dragonkid
2021-09-13
Like pls!
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Dragonkid
2021-09-11
Like pls
Wall Street ends down, Apple sinks on app store ruling
Dragonkid
2021-09-09
Why did the share price drop so much after this news?
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Dragonkid
2021-09-05
$Alibaba(09988)$
when will it go up..
Dragonkid
2021-09-03
Wow selling so many shares doesnt seem tto be a positive sign..
Lei Jun's Long Position In Xiaomi Falls To 9.12% - HKEX Filing
Dragonkid
2021-08-22
Pls like and comment
Buy the pullback in chip stocks — and focus on these 6 companies for the long haul
Dragonkid
2021-08-18
Like and comment pls
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Dragonkid
2021-08-09
Like plz
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Dragonkid
2021-08-01
Like and comment pls
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Dragonkid
2021-06-26
$Alibaba(09988)$
pls go upppp
Dragonkid
2021-06-26
Comment!
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Dragonkid
2021-06-05
Ftw
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Go to Tiger App to see more news
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href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>how much longer will the drop be...","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>how much longer will the drop be...","text":"$Alibaba(09988)$how much longer will the drop be...","images":[{"img":"https://static.tigerbbs.com/9ae1c755043bc58a608f49bb6420d0b7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/886445777","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888468321,"gmtCreate":1631519649963,"gmtModify":1676530564122,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls!","listText":"Like pls!","text":"Like pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888468321","repostId":"1127947312","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881608848,"gmtCreate":1631327478084,"gmtModify":1676530529668,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881608848","repostId":"2166711943","repostType":2,"repost":{"id":"2166711943","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1631315453,"share":"https://ttm.financial/m/news/2166711943?lang=&edition=full_marsco","pubTime":"2021-09-11 07:10","market":"us","language":"en","title":"Wall Street ends down, Apple sinks on app store ruling","url":"https://stock-news.laohu8.com/highlight/detail?id=2166711943","media":"Reuters","summary":"Sept 10 - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that ","content":"<p>* U.S. producer prices rise solidly in August</p>\n<p>* Apple falls after 'Fortnite' case ruling</p>\n<p>* Kroger falls as shipping woes hurt margins</p>\n<p>Sept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.</p>\n<p>U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.</p>\n<p>Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.</p>\n<p>The S&P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.</p>\n<p>However, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.</p>\n<p>\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"</p>\n<p>Apple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&P 500's declines.</p>\n<p>Shares of app makers rallied, with Spotify Technology up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.</p>\n<p>Losses in the three main indexes accelerated toward the end of the session.</p>\n<p>The Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&P 500 lost 0.77% to 4,458.58.</p>\n<p>The Nasdaq Composite dropped 0.87% to 15,115.49.</p>\n<p>For the week, the S&P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.</p>\n<p>Friday was the first time since February that the S&P 500 declined five days in a row.</p>\n<p>All of the eleven S&P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.</p>\n<p>Affirm Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.</p>\n<p>Grocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.</p>\n<p>Volume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.</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>Wall Street ends down, Apple sinks on app store ruling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down, Apple sinks on app store ruling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-11 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* U.S. producer prices rise solidly in August</p>\n<p>* Apple falls after 'Fortnite' case ruling</p>\n<p>* Kroger falls as shipping woes hurt margins</p>\n<p>Sept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.</p>\n<p>U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.</p>\n<p>Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.</p>\n<p>The S&P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.</p>\n<p>However, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.</p>\n<p>\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"</p>\n<p>Apple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&P 500's declines.</p>\n<p>Shares of app makers rallied, with Spotify Technology up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.</p>\n<p>Losses in the three main indexes accelerated toward the end of the session.</p>\n<p>The Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&P 500 lost 0.77% to 4,458.58.</p>\n<p>The Nasdaq Composite dropped 0.87% to 15,115.49.</p>\n<p>For the week, the S&P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.</p>\n<p>Friday was the first time since February that the S&P 500 declined five days in a row.</p>\n<p>All of the eleven S&P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.</p>\n<p>Affirm Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.</p>\n<p>Grocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.</p>\n<p>Volume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","ATVI":"动视暴雪","KR":"克罗格","AAPL":"苹果",".DJI":"道琼斯","DIDI":"滴滴(已退市)",".SPX":"S&P 500 Index","EA":"艺电","SPOT":"Spotify Technology S.A."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166711943","content_text":"* U.S. producer prices rise solidly in August\n* Apple falls after 'Fortnite' case ruling\n* Kroger falls as shipping woes hurt margins\nSept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.\nU.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.\nSentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.\nThe S&P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.\nHowever, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.\n\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"\nApple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&P 500's declines.\nShares of app makers rallied, with Spotify Technology up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.\nLosses in the three main indexes accelerated toward the end of the session.\nThe Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&P 500 lost 0.77% to 4,458.58.\nThe Nasdaq Composite dropped 0.87% to 15,115.49.\nFor the week, the S&P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.\nFriday was the first time since February that the S&P 500 declined five days in a row.\nAll of the eleven S&P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.\nAffirm Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.\nGrocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.\nVolume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.\nThe S&P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883061640,"gmtCreate":1631190330480,"gmtModify":1676530491600,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Why did the share price drop so much after this news? ","listText":"Why did the share price drop so much after this news? ","text":"Why did the share price drop so much after this news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883061640","repostId":"1109486521","repostType":2,"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566638874866921","authorId":"3566638874866921","name":"Syin23","avatar":"https://static.tigerbbs.com/5fe07bbe04f288a17e760d8b275d427f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566638874866921","authorIdStr":"3566638874866921"},"content":"Maybe due to fundraising in term of selling new shares and convertible bonds. Some investors dun like..","text":"Maybe due to fundraising in term of selling new shares and convertible bonds. Some investors dun like..","html":"Maybe due to fundraising in term of selling new shares and convertible bonds. Some investors dun like.."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814268540,"gmtCreate":1630826403680,"gmtModify":1676530402275,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>when will it go up..","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>when will it go up..","text":"$Alibaba(09988)$when will it go up..","images":[{"img":"https://static.tigerbbs.com/ccb8333d186dead17d2f3c78d9df792c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814268540","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":815825017,"gmtCreate":1630667975639,"gmtModify":1676530371021,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Wow selling so many shares doesnt seem tto be a positive sign..","listText":"Wow selling so many shares doesnt seem tto be a positive sign..","text":"Wow selling so many shares doesnt seem tto be a positive sign..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/815825017","repostId":"2164876311","repostType":4,"repost":{"id":"2164876311","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1630660906,"share":"https://ttm.financial/m/news/2164876311?lang=&edition=full_marsco","pubTime":"2021-09-03 17:21","market":"hk","language":"en","title":"Lei Jun's Long Position In Xiaomi Falls To 9.12% - HKEX Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2164876311","media":"T-Reuters","summary":"Hong Kong stock exchange filing:Xiaomi <<<1810.Hk>>> Founder Lei Jun'S Long Position In Xiaomi Decre","content":"<p>Hong Kong stock exchange filing:Xiaomi <<<1810.Hk>>> Founder Lei Jun'S Long Position In Xiaomi Decreased To 9.12% On Aug 31 From 10.63% After Lei Ceased To Control Lei Jun Foundation Limited - Hkex Filing.</p>\n<p>Xiaomi founder Lei Jun sold more than 300 million shares of Xiaomi stock.</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>Lei Jun's Long Position In Xiaomi Falls To 9.12% - HKEX Filing</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\">\nLei Jun's Long Position In Xiaomi Falls To 9.12% - HKEX Filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-09-03 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hong Kong stock exchange filing:Xiaomi <<<1810.Hk>>> Founder Lei Jun'S Long Position In Xiaomi Decreased To 9.12% On Aug 31 From 10.63% After Lei Ceased To Control Lei Jun Foundation Limited - Hkex Filing.</p>\n<p>Xiaomi founder Lei Jun sold more than 300 million shares of Xiaomi stock.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164876311","content_text":"Hong Kong stock exchange filing:Xiaomi <<<1810.Hk>>> Founder Lei Jun'S Long Position In Xiaomi Decreased To 9.12% On Aug 31 From 10.63% After Lei Ceased To Control Lei Jun Foundation Limited - Hkex Filing.\nXiaomi founder Lei Jun sold more than 300 million shares of Xiaomi stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832833849,"gmtCreate":1629604307481,"gmtModify":1676530078145,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832833849","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=full_marsco","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8 <a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831909287,"gmtCreate":1629276555649,"gmtModify":1676529988192,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/831909287","repostId":"1194174383","repostType":4,"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898159935,"gmtCreate":1628479524627,"gmtModify":1703506756638,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like plz","listText":"Like plz","text":"Like plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/898159935","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579568139568178","authorId":"3579568139568178","name":"Gnoixed","avatar":"https://static.tigerbbs.com/02d7e2310e2259dc0abb6c8cd2e1a05b","crmLevel":7,"crmLevelSwitch":0,"idStr":"3579568139568178","authorIdStr":"3579568139568178"},"content":"pls reply","text":"pls reply","html":"pls reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802545202,"gmtCreate":1627791149906,"gmtModify":1703495942929,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/802545202","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125493236,"gmtCreate":1624683715225,"gmtModify":1703843611465,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>pls go upppp","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>pls go upppp","text":"$Alibaba(09988)$pls go upppp","images":[{"img":"https://static.tigerbbs.com/79526c1c8d98271f1b7f73cb9c8aa350","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125493236","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":125403152,"gmtCreate":1624683167276,"gmtModify":1703843597569,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Comment!","listText":"Comment!","text":"Comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125403152","repostId":"1132692662","repostType":4,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112222339,"gmtCreate":1622876303321,"gmtModify":1704192894604,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Ftw","listText":"Ftw","text":"Ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112222339","repostId":"1175623977","repostType":4,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":815825017,"gmtCreate":1630667975639,"gmtModify":1676530371021,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Wow selling so many shares doesnt seem tto be a positive sign..","listText":"Wow selling so many shares doesnt seem tto be a positive sign..","text":"Wow selling so many shares doesnt seem tto be a positive sign..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/815825017","repostId":"2164876311","repostType":4,"repost":{"id":"2164876311","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1630660906,"share":"https://ttm.financial/m/news/2164876311?lang=&edition=full_marsco","pubTime":"2021-09-03 17:21","market":"hk","language":"en","title":"Lei Jun's Long Position In Xiaomi Falls To 9.12% - HKEX Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2164876311","media":"T-Reuters","summary":"Hong Kong stock exchange filing:Xiaomi <<<1810.Hk>>> Founder Lei Jun'S Long Position In Xiaomi Decre","content":"<p>Hong Kong stock exchange filing:Xiaomi <<<1810.Hk>>> Founder Lei Jun'S Long Position In Xiaomi Decreased To 9.12% On Aug 31 From 10.63% After Lei Ceased To Control Lei Jun Foundation Limited - Hkex Filing.</p>\n<p>Xiaomi founder Lei Jun sold more than 300 million shares of Xiaomi stock.</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>Lei Jun's Long Position In Xiaomi Falls To 9.12% - HKEX Filing</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\">\nLei Jun's Long Position In Xiaomi Falls To 9.12% - HKEX Filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-09-03 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hong Kong stock exchange filing:Xiaomi <<<1810.Hk>>> Founder Lei Jun'S Long Position In Xiaomi Decreased To 9.12% On Aug 31 From 10.63% After Lei Ceased To Control Lei Jun Foundation Limited - Hkex Filing.</p>\n<p>Xiaomi founder Lei Jun sold more than 300 million shares of Xiaomi stock.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164876311","content_text":"Hong Kong stock exchange filing:Xiaomi <<<1810.Hk>>> Founder Lei Jun'S Long Position In Xiaomi Decreased To 9.12% On Aug 31 From 10.63% After Lei Ceased To Control Lei Jun Foundation Limited - Hkex Filing.\nXiaomi founder Lei Jun sold more than 300 million shares of Xiaomi stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802545202,"gmtCreate":1627791149906,"gmtModify":1703495942929,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/802545202","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831909287,"gmtCreate":1629276555649,"gmtModify":1676529988192,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/831909287","repostId":"1194174383","repostType":4,"repost":{"id":"1194174383","kind":"news","pubTimestamp":1629246519,"share":"https://ttm.financial/m/news/1194174383?lang=&edition=full_marsco","pubTime":"2021-08-18 08:28","market":"us","language":"en","title":"Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.","url":"https://stock-news.laohu8.com/highlight/detail?id=1194174383","media":"Barrons","summary":"Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chi","content":"<p>Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.</p>\n<p>Why is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.</p>\n<p>This year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.</p>\n<p>The new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.</p>\n<p>The company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.</p>\n<p>Just like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.</p>\n<p>BMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.</p>\n<p>For the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.</p>\n<p>Investors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.</p>\n<p>The rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.</p>\n<p>Investors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.</p>\n<p>The company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.</p>\n<p>Shares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 08:28 GMT+8 <a href=https://www.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.\nWhy is simple: The peaks and valleys of crypto prices...</p>\n\n<a href=\"https://www.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?mod=hp_LATEST\">Web 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.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194174383","content_text":"Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.\nWhy is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.\nThis year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.\nThe new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.\nThe company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.\nJust like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.\nBMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.\nFor the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.\nInvestors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.\nThe rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.\nInvestors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.\nThe company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.\nShares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898159935,"gmtCreate":1628479524627,"gmtModify":1703506756638,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like plz","listText":"Like plz","text":"Like plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/898159935","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579568139568178","authorId":"3579568139568178","name":"Gnoixed","avatar":"https://static.tigerbbs.com/02d7e2310e2259dc0abb6c8cd2e1a05b","crmLevel":7,"crmLevelSwitch":0,"idStr":"3579568139568178","authorIdStr":"3579568139568178"},"content":"pls reply","text":"pls reply","html":"pls reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881608848,"gmtCreate":1631327478084,"gmtModify":1676530529668,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881608848","repostId":"2166711943","repostType":2,"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888468321,"gmtCreate":1631519649963,"gmtModify":1676530564122,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls!","listText":"Like pls!","text":"Like pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888468321","repostId":"1127947312","repostType":4,"repost":{"id":"1127947312","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1631515134,"share":"https://ttm.financial/m/news/1127947312?lang=&edition=full_marsco","pubTime":"2021-09-13 14:38","market":"us","language":"en","title":"GameStop, Cameco, Apple, Tesla, AMC: Stocks Buzzing On WallStreetBets Heading Into New Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1127947312","media":"Benzinga","summary":"Heading into a new trading week,GameStop Corp.,Cameco Corp.,Apple Inc.,Tesla Inc. and AMCEntertainme","content":"<p>Heading into a new trading week,<b>GameStop Corp.</b>,<b>Cameco Corp.</b>,<b>Apple Inc.</b>,<b>Tesla Inc</b>. and <b>AMCEntertainment Holdings Inc.</b> are among the stocks seeing the highest interest on Reddit’s <b>r/WallStreetBets</b> forum.</p>\n<p><b>What Happened</b>: Exchange-traded fund <b>SPDR S&P 500 ETF Trust</b> is seeing the highest interest on the forum with 125 mentions as at press time, followed by videogame retailer GameStop and uranium producer Cameco with 35 mentions each, data from Quiver Quantitative showed.</p>\n<p>Tech giant Apple and electric vehicle maker Tesla attracted 31 and 19 mentions, respectively.</p>\n<p>Apart from movie theatre chain AMC Entertainment, the other stocks that are trending on the forum include Medicare Advantage provider <b>Clover Health Investments Corp.</b>, Canada-based cybersecurity provider <b>BlackBerry Limited</b> and technology-based personal insurance company <b>Root Inc</b>..</p>\n<p>In addition to these stocks, investors are looking ahead to the release of the Consumer Price Index (CPI) data for August from the Bureau of Labor Statistics on Tuesday.</p>\n<p><b>Why It Matters</b>: Cameco’s shares gained more than 6% in Friday’s trading and also touched a new 52-week high of $25.08, reflecting rising uranium prices and brightening prospects for the uranium industry.</p>\n<p>Apple is seeing high interest on the WSB forum ahead of its first hardware unveiling this year, dubbed “<b>California Streaming</b>,” to be held on Sept. 14.</p>\n<p>Meanwhile, Apple’s shares were also hit on Friday by a ruling issued by a U.S. judge on the antitrust lawsuit brought by “Fortnite” games developer <b>Epic Games</b>. The judge said Apple's conduct is anti-competitive, but did not find the company to be an antitrust monopolist.</p>\n<p><b>Price Action</b>: SPDR S&P 500 ETF Trust shares closed almost 0.8% lower in Friday’s trading at $445.44, while GameStop’s shares closed 4.4% lower at $190.41.</p>\n<p>Cameco’s shares closed almost 6.5% higher in Friday’s trading at $24.43.</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>GameStop, Cameco, Apple, Tesla, AMC: Stocks Buzzing On WallStreetBets Heading Into New 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\">\nGameStop, Cameco, Apple, Tesla, AMC: Stocks Buzzing On WallStreetBets Heading Into New Week\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-13 14:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Heading into a new trading week,<b>GameStop Corp.</b>,<b>Cameco Corp.</b>,<b>Apple Inc.</b>,<b>Tesla Inc</b>. and <b>AMCEntertainment Holdings Inc.</b> are among the stocks seeing the highest interest on Reddit’s <b>r/WallStreetBets</b> forum.</p>\n<p><b>What Happened</b>: Exchange-traded fund <b>SPDR S&P 500 ETF Trust</b> is seeing the highest interest on the forum with 125 mentions as at press time, followed by videogame retailer GameStop and uranium producer Cameco with 35 mentions each, data from Quiver Quantitative showed.</p>\n<p>Tech giant Apple and electric vehicle maker Tesla attracted 31 and 19 mentions, respectively.</p>\n<p>Apart from movie theatre chain AMC Entertainment, the other stocks that are trending on the forum include Medicare Advantage provider <b>Clover Health Investments Corp.</b>, Canada-based cybersecurity provider <b>BlackBerry Limited</b> and technology-based personal insurance company <b>Root Inc</b>..</p>\n<p>In addition to these stocks, investors are looking ahead to the release of the Consumer Price Index (CPI) data for August from the Bureau of Labor Statistics on Tuesday.</p>\n<p><b>Why It Matters</b>: Cameco’s shares gained more than 6% in Friday’s trading and also touched a new 52-week high of $25.08, reflecting rising uranium prices and brightening prospects for the uranium industry.</p>\n<p>Apple is seeing high interest on the WSB forum ahead of its first hardware unveiling this year, dubbed “<b>California Streaming</b>,” to be held on Sept. 14.</p>\n<p>Meanwhile, Apple’s shares were also hit on Friday by a ruling issued by a U.S. judge on the antitrust lawsuit brought by “Fortnite” games developer <b>Epic Games</b>. The judge said Apple's conduct is anti-competitive, but did not find the company to be an antitrust monopolist.</p>\n<p><b>Price Action</b>: SPDR S&P 500 ETF Trust shares closed almost 0.8% lower in Friday’s trading at $445.44, while GameStop’s shares closed 4.4% lower at $190.41.</p>\n<p>Cameco’s shares closed almost 6.5% higher in Friday’s trading at $24.43.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GME":"游戏驿站","CCJ":"Cameco Corp","CLOV":"Clover Health Corp","TSLA":"特斯拉","AMC":"AMC院线","BB":"黑莓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127947312","content_text":"Heading into a new trading week,GameStop Corp.,Cameco Corp.,Apple Inc.,Tesla Inc. and AMCEntertainment Holdings Inc. are among the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum.\nWhat Happened: Exchange-traded fund SPDR S&P 500 ETF Trust is seeing the highest interest on the forum with 125 mentions as at press time, followed by videogame retailer GameStop and uranium producer Cameco with 35 mentions each, data from Quiver Quantitative showed.\nTech giant Apple and electric vehicle maker Tesla attracted 31 and 19 mentions, respectively.\nApart from movie theatre chain AMC Entertainment, the other stocks that are trending on the forum include Medicare Advantage provider Clover Health Investments Corp., Canada-based cybersecurity provider BlackBerry Limited and technology-based personal insurance company Root Inc..\nIn addition to these stocks, investors are looking ahead to the release of the Consumer Price Index (CPI) data for August from the Bureau of Labor Statistics on Tuesday.\nWhy It Matters: Cameco’s shares gained more than 6% in Friday’s trading and also touched a new 52-week high of $25.08, reflecting rising uranium prices and brightening prospects for the uranium industry.\nApple is seeing high interest on the WSB forum ahead of its first hardware unveiling this year, dubbed “California Streaming,” to be held on Sept. 14.\nMeanwhile, Apple’s shares were also hit on Friday by a ruling issued by a U.S. judge on the antitrust lawsuit brought by “Fortnite” games developer Epic Games. The judge said Apple's conduct is anti-competitive, but did not find the company to be an antitrust monopolist.\nPrice Action: SPDR S&P 500 ETF Trust shares closed almost 0.8% lower in Friday’s trading at $445.44, while GameStop’s shares closed 4.4% lower at $190.41.\nCameco’s shares closed almost 6.5% higher in Friday’s trading at $24.43.","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883061640,"gmtCreate":1631190330480,"gmtModify":1676530491600,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Why did the share price drop so much after this news? ","listText":"Why did the share price drop so much after this news? ","text":"Why did the share price drop so much after this news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883061640","repostId":"1109486521","repostType":2,"repost":{"id":"1109486521","kind":"news","pubTimestamp":1631172960,"share":"https://ttm.financial/m/news/1109486521?lang=&edition=full_marsco","pubTime":"2021-09-09 15:36","market":"us","language":"en","title":"Tencent-Backed Tech Giant Sea Taps Investors for About $6 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1109486521","media":"The Wall Street Journal","summary":"(Update: Sept 9, 2021 at 09:44 a.m. ET)\n\nSea says some of the proceeds would help expand its busines","content":"<p><i><b>(Update: Sept 9, 2021 at 09:44 a.m. ET)</b></i></p>\n<blockquote>\n <b>Sea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.</b>\n</blockquote>\n<p>Southeast Asia’s most valuable listed company, Sea Ltd., plans to raise about $6 billion or more in new funds, capitalizing on investor enthusiasm for the region’s fast-growing technology industry.</p>\n<p>TheTencent HoldingsLtd.TCEHY-2.95%-backed gaming, e-commerce and digital-finance company said in a filing late Wednesday that it would raise the capital by selling new shares and convertible bonds. Sea said some of the proceeds would help expand its business, while funds could also be deployed on “potential strategic investments and acquisitions.”</p>\n<p>The company says its Shopee unit, which competes with rivals including Alibaba Group Holding Ltd.’s Lazada unit, is the largest e-commerce platform in Southeast Asia and Taiwan.</p>\n<p>Sea, which is listed on the New York Stock Exchange, plans to sell 11 million American depositary shares and $2.5 billion of five-year convertible bonds.</p>\n<p><img src=\"https://static.tigerbbs.com/d09e89c4e1333b681b0605608cff2a6c\" tg-width=\"336\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n<p>Based on Wednesday’s closing price for Sea shares, of $343.80, the stock sale would be worth close to $3.8 billion, although deals like this are typically sold at a discount to the market price. Sea and its banks expect the final price to be set Thursday, according to a term sheet seen by The Wall Street Journal. The deal’s underwriters have the option to increase the size of both offerings by 15%, via a green shoe.</p>\n<p>Like other e-commerce and gaming groups, Sea has enjoyed rapid growth, with the Covid-19 pandemic spurring customers to live more of their lives online.</p>\n<p>Compared with the same period a year earlier, Sea’s revenue in the three months to June more than doubled to nearly $2.3 billion, while paying users for its digital-entertainment business and gross merchandise value for its e-commerce unit both leapt by more than 80% year-over-year.</p>\n<p>The business remains unprofitable however, reporting a net loss of $434 million for the quarter, or $321 million excluding share-based pay to staff. It generated cumulative annual net losses of more than $4 billion in 2018 through 2020.</p>\n<p>Sea’s shares have surged in recent years, giving it a market capitalization of roughly $185 billion. That makes it the region’s biggest listed company, according to S&P Global Market Intelligence data, and has allowed it to pull ahead of some of China’s big tech companies, such asJD.comInc.andPinduoduoInc.,as the Chinese tech industry confronts a series of government crackdowns.</p>\n<p>Sea itself isone of many tech groups backedby China’s Tencent, and it publishes Tencent games such as League of Legends and Arena of Valor in the region. Tencent held a 22.9% stake as of March 5, according to Sea’s annual report.</p>\n<p>The planned issuance is the latest in a series of fundraising deals by big tech groups in Asia. In April, Meituan, one of China’s most valuable technology companies,raised roughly $10 billionby selling stock and convertible bonds. Meituan, which competes with Alibaba and others, said it would spend some of the proceeds on researching and developing autonomous delivery vehicles, drone deliveries and other technology.</p>\n<p>Southeast Asian tech is also drawingmore interest from investors, with some seeing the planned U.S. listing of Grab Holdings Inc., operator of a superapp that offers services including ride-hailing and delivery, as a watershed moment.</p>\n<p>In May, Singapore-headquartered Grab said it planned to raise about $4.5 billion in a tie-up with a special-purpose acquisition company, or SPAC, and go public in the U.S. at a valuation of nearly $40 billion. Grab expects the deal to close in the fourth quarter.</p>\n<p>Units ofGoldman Sachs GroupInc.,JPMorgan Chase & Co. andBank of AmericaCorp.are handling Sea’s offerings.</p>\n<p>Sea fell over 7% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/1579594bcdff311d196e8c7d1b43d16e\" tg-width=\"1156\" tg-height=\"571\" 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>Tencent-Backed Tech Giant Sea Taps Investors for About $6 Billion</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\">\nTencent-Backed Tech Giant Sea Taps Investors for About $6 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 15:36 GMT+8 <a href=https://www.wsj.com/articles/tencent-backed-tech-giant-sea-taps-investors-for-about-6-billion-11631170423?mod=tech_lead_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: Sept 9, 2021 at 09:44 a.m. ET)\n\nSea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.\n\nSoutheast Asia’s most ...</p>\n\n<a href=\"https://www.wsj.com/articles/tencent-backed-tech-giant-sea-taps-investors-for-about-6-billion-11631170423?mod=tech_lead_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/tencent-backed-tech-giant-sea-taps-investors-for-about-6-billion-11631170423?mod=tech_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109486521","content_text":"(Update: Sept 9, 2021 at 09:44 a.m. ET)\n\nSea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.\n\nSoutheast Asia’s most valuable listed company, Sea Ltd., plans to raise about $6 billion or more in new funds, capitalizing on investor enthusiasm for the region’s fast-growing technology industry.\nTheTencent HoldingsLtd.TCEHY-2.95%-backed gaming, e-commerce and digital-finance company said in a filing late Wednesday that it would raise the capital by selling new shares and convertible bonds. Sea said some of the proceeds would help expand its business, while funds could also be deployed on “potential strategic investments and acquisitions.”\nThe company says its Shopee unit, which competes with rivals including Alibaba Group Holding Ltd.’s Lazada unit, is the largest e-commerce platform in Southeast Asia and Taiwan.\nSea, which is listed on the New York Stock Exchange, plans to sell 11 million American depositary shares and $2.5 billion of five-year convertible bonds.\n\nBased on Wednesday’s closing price for Sea shares, of $343.80, the stock sale would be worth close to $3.8 billion, although deals like this are typically sold at a discount to the market price. Sea and its banks expect the final price to be set Thursday, according to a term sheet seen by The Wall Street Journal. The deal’s underwriters have the option to increase the size of both offerings by 15%, via a green shoe.\nLike other e-commerce and gaming groups, Sea has enjoyed rapid growth, with the Covid-19 pandemic spurring customers to live more of their lives online.\nCompared with the same period a year earlier, Sea’s revenue in the three months to June more than doubled to nearly $2.3 billion, while paying users for its digital-entertainment business and gross merchandise value for its e-commerce unit both leapt by more than 80% year-over-year.\nThe business remains unprofitable however, reporting a net loss of $434 million for the quarter, or $321 million excluding share-based pay to staff. It generated cumulative annual net losses of more than $4 billion in 2018 through 2020.\nSea’s shares have surged in recent years, giving it a market capitalization of roughly $185 billion. That makes it the region’s biggest listed company, according to S&P Global Market Intelligence data, and has allowed it to pull ahead of some of China’s big tech companies, such asJD.comInc.andPinduoduoInc.,as the Chinese tech industry confronts a series of government crackdowns.\nSea itself isone of many tech groups backedby China’s Tencent, and it publishes Tencent games such as League of Legends and Arena of Valor in the region. Tencent held a 22.9% stake as of March 5, according to Sea’s annual report.\nThe planned issuance is the latest in a series of fundraising deals by big tech groups in Asia. In April, Meituan, one of China’s most valuable technology companies,raised roughly $10 billionby selling stock and convertible bonds. Meituan, which competes with Alibaba and others, said it would spend some of the proceeds on researching and developing autonomous delivery vehicles, drone deliveries and other technology.\nSoutheast Asian tech is also drawingmore interest from investors, with some seeing the planned U.S. listing of Grab Holdings Inc., operator of a superapp that offers services including ride-hailing and delivery, as a watershed moment.\nIn May, Singapore-headquartered Grab said it planned to raise about $4.5 billion in a tie-up with a special-purpose acquisition company, or SPAC, and go public in the U.S. at a valuation of nearly $40 billion. Grab expects the deal to close in the fourth quarter.\nUnits ofGoldman Sachs GroupInc.,JPMorgan Chase & Co. andBank of AmericaCorp.are handling Sea’s offerings.\nSea fell over 7% in early trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566638874866921","authorId":"3566638874866921","name":"Syin23","avatar":"https://static.tigerbbs.com/5fe07bbe04f288a17e760d8b275d427f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566638874866921","authorIdStr":"3566638874866921"},"content":"Maybe due to fundraising in term of selling new shares and convertible bonds. Some investors dun like..","text":"Maybe due to fundraising in term of selling new shares and convertible bonds. Some investors dun like..","html":"Maybe due to fundraising in term of selling new shares and convertible bonds. Some investors dun like.."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832833849,"gmtCreate":1629604307481,"gmtModify":1676530078145,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832833849","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=full_marsco","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8 <a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125403152,"gmtCreate":1624683167276,"gmtModify":1703843597569,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Comment!","listText":"Comment!","text":"Comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125403152","repostId":"1132692662","repostType":4,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112222339,"gmtCreate":1622876303321,"gmtModify":1704192894604,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Ftw","listText":"Ftw","text":"Ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112222339","repostId":"1175623977","repostType":4,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886445777,"gmtCreate":1631620913599,"gmtModify":1676530591723,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>how much longer will the drop be...","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>how much longer will the drop be...","text":"$Alibaba(09988)$how much longer will the drop be...","images":[{"img":"https://static.tigerbbs.com/9ae1c755043bc58a608f49bb6420d0b7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/886445777","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814268540,"gmtCreate":1630826403680,"gmtModify":1676530402275,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>when will it go up..","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>when will it go up..","text":"$Alibaba(09988)$when will it go up..","images":[{"img":"https://static.tigerbbs.com/ccb8333d186dead17d2f3c78d9df792c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814268540","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":125493236,"gmtCreate":1624683715225,"gmtModify":1703843611465,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>pls go upppp","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>pls go upppp","text":"$Alibaba(09988)$pls go upppp","images":[{"img":"https://static.tigerbbs.com/79526c1c8d98271f1b7f73cb9c8aa350","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125493236","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}