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MartinOng

MartinOng

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2023-05-23

$Paysafe Ltd(PSFE)$ When will it back to the past!?

2024-04-18

$Alibaba(09988)$ Wyckoff logic. Baba is almost at the end of accumulation and starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.

2023-11-17

Good to buy

Alibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff

2024-01-08

China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.

Best Stock to Buy: Apple vs. Alibaba

2023-11-17

$Alibaba(BABA)$ it does not. They sold at 87

2023-11-18

$Alibaba(BABA)$ Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount price.

2022-02-04

$Alibaba(BABA)$alibaba tell us that the earning report is super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares

2022-07-27

[Strong]

Sorry, the original content has been removed

2022-01-05

Charlie asked Jack on Baba. Jack asked Charlie, Baba Q4 profit is > 24% how do you think?

Alibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4

2023-05-23

$First Republic Bank(FRCB)$ P/B=0.35 when they stop trading.

Go to Tiger App to see more news

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that we SHOULD take profit all Tesla stock As soon as possible.","listText":"Meaning that we SHOULD take profit all Tesla stock As soon as possible.","text":"Meaning that we SHOULD take profit all Tesla stock As soon as possible.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522304783806664","repostId":"2603193722","repostType":2,"repost":{"id":"2603193722","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1768531809,"share":"https://ttm.financial/m/news/2603193722?lang=en_US&edition=fundamental","pubTime":"2026-01-16 10:50","market":"nz","language":"en","title":"I Refused to Invest in Tesla for Years - but Now's the Time to Bet on Elon Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2603193722","media":"Dow Jones","summary":"Telsa isn't just a car company - it's an undervalued AI empireElon Musk controls an AI and robotics powerhouse - and its growth isn't fully valued into Tesla's stock price. John D. Rockefeller...","content":"<html><head></head><body><p>Telsa isn&#39;t just a car company - it&#39;s an undervalued AI empire</p><blockquote><p>Elon Musk controls an AI and robotics powerhouse - and its growth isn&#39;t fully valued into Tesla&#39;s stock price. John D. Rockefeller controlled oil - from wellhead to gas pump. Elon Musk controls AI - from training cluster to robot hand.</p></blockquote><p>Elon Musk is the richest person in history. He got there the same way John D. Rockefeller did.</p><p>Rockefeller didn&#39;t build his fortune by finding more oil than anyone else. Oil was everywhere. Any idiot with a shovel and a dream could find oil. Pennsylvania was lousy with wildcatters, all of them convinced they&#39;d struck it rich. Most of them had. The problem was that &#34;rich&#34; didn&#39;t stay rich for long when everyone else was rich too.</p><p>Rockefeller understood something his competitors didn&#39;t. The money wasn&#39;t in the oil. The money was in everything between the oil and the customer. So he bought the pipelines. He bought the refineries. He bought the railroad cars and negotiated rebates that made his shipping costs a fraction of everyone else&#39;s.</p><p>By the time his competitors got their oil out of the ground, Rockefeller owned every inch of infrastructure between the wellhead and the kerosene lamp.</p><p>Rockefeller&#39;s Standard Oil didn&#39;t compete. It collected tolls.</p><p>Musk seems to be running the same playbook for artificial intelligence. And Wall Street remains divided on what his Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> actually is. Bulls like Wedbush Securities analyst Dan Ives call Tesla &#34;the most undervalued AI play in the market today.&#34;</p><p>Bears like GLJ Research&#39;s Gordon Johnson argue that Tesla is &#34;just a car company&#34; with an inflated multiple. For most of the past decade, the bears set the consensus. They&#39;re wrong.</p><p>I&#39;ve spent years watching Tesla from the sidelines, convinced the valuation was insane. It was insane - for a car company. But for the only publicly traded entry point into a vertically integrated AI empire? Maybe not.</p><p>I own the stock now.</p><h3 id=\"id_187888106\">The receipts</h3><blockquote><p>When people tell you something is impossible, what they usually mean is impossible for them.</p></blockquote><p>Here&#39;s what Musk has actually built.</p><p>Jensen Huang, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s CEO, said something remarkable about Musk on the &#34;Bg2 Pod&#34; podcast in October 2024. Nvidia makes the chips that power virtually every AI system on the planet. The company is worth about $4.5 trillion. Huang has been running Nvidia since co-founding it 32 years ago. When he talks about who&#39;s building what in AI, he&#39;s not speculating. He&#39;s reading the purchase orders.</p><p>Huang&#39;s assessment of Musk: &#34;As far as I know, there&#39;s only one person in the world who could do that. Elon is singular in his understanding of engineering and construction and large systems and marshaling resources. It&#39;s just unbelievable.&#34;</p><p>What prompted that praise? Musk&#39;s xAI&#39;s Colossus data center went from empty dirt in Memphis, Tenn., to 100,000 Nvidia GPUs operational in 19 days. Huang said this process typically takes several years.</p><p>Several years is normal. Musk did it in 19 days. That&#39;s not a rounding error. That&#39;s not even the same sport. That&#39;s a different species of execution.</p><p>Likewise, Tesla&#39;s Shanghai Gigafactory went from breaking ground on Jan. 7, 2019 to producing cars in under 11 months. The automotive industry said it couldn&#39;t be done.</p><p>Industry standard for a new factory is four to five years, minimum. By December 2019, Tesla Model 3s were rolling off the line. When people tell you something is impossible, what they usually mean is impossible for them.</p><p>Gavin Baker, a hedge-fund manager who has covered Nvidia for more than 20 years and is considered one of the most technically informed investors in AI, explained the challenge on Patrick O&#39;Shaughnessy&#39;s &#34;Invest Like the Best&#34; podcast:</p><p>&#34;Going from Hopper to Blackwell, first you go from air-cooled to liquid-cooled. The rack goes from weighing round numbers 1,000 pounds to 3,000 pounds. Goes from round numbers 30 kilowatts, which is 30 American homes, to 130 kilowatts, which is 130 American homes.&#34;</p><p>Baker offered an analogy that stuck with me: &#34;Imagine if to get a new iPhone you had to change all the outlets in your house to 220 volt, put in a Tesla Powerwall, put in a generator, put in solar panels, put in a whole home humidification system, and then reinforce the floor.&#34;</p><p>That&#39;s Blackwell. You essentially have to rebuild your entire data center.</p><p>This is why deployment speed matters more than money.</p><p>Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> Google has infinite money. Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> has infinite money. But money doesn&#39;t build data centers. Execution builds data centers. And Huang, who sees every customer&#39;s timeline, says no one executes faster than Musk.</p><blockquote><p>Here&#39;s the number that should get your attention.</p></blockquote><p>Here&#39;s the number that should get your attention: xAI announced recently that it ended 2025 with more than 1 million H100 GPU equivalents across its Colossus I and II supercomputers. The company just raised $20 billion in Series E funding backed by Nvidia and Cisco Systems <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> to expand that infrastructure.</p><p>Musk has publicly spoken about his companies &#34;converging&#34; on AI. One ecosystem. One infrastructure. One entry point for public investors.</p><p>Whoever deploys first, trains first. Whoever trains first, releases the best model first. Better models attract more users. More users generate more data. More data trains better models. In AI, first-mover advantage isn&#39;t a luxury. It&#39;s a moat.</p><h3 id=\"id_4201799449\">The data advantage nobody talks about</h3><p>Tesla has a data &#34;moat&#34; hiding in plain sight that almost nobody is pricing.</p><p>Every Tesla on the road is a data-collection device. The cameras aren&#39;t just for safety. They&#39;re training AI systems in real-time. According to Tesla&#39;s FSD safety page, the fleet currently has accumulated close to 7.3 billion miles of real-world driving data, with 2.63 billion of those miles on city streets. Musk has acknowledged that Tesla needs roughly 10 billion miles of training data before he&#39;s confident in unsupervised FSD.</p><p>A caveat: Not every Tesla buyer has FSD. The take rate is about 12% of the fleet as of the October earnings call. And Tesla&#39;s system remains SAE Level 2 (supervised), while Waymo operates at Level 4 (fully autonomous).</p><p>But here&#39;s what matters for the AI training argument: Waymo, Alphabet&#39;s self-driving subsidiary with a 15-year head start, recently expanded to highway driving. Its fleet of roughly 1,500 to 2,500 vehicles operates in controlled, geofenced environments in a handful of cities.</p><p>Tesla has more than 5 million vehicles on the roads collecting data. Every Tesla sold is a data-collection device that customers pay for. Waymo has to buy its own cars and hire safety drivers.</p><p>The systems are different. The data advantage is real.</p><p>There&#39;s also what engineers call the &#34;checkpoint problem.&#34; Baker explained it: &#34;Every one of those labs has a more advanced checkpoint internally of the model. They&#39;re using that model to train the next model. And if you do not have that latest checkpoint, you&#39;re behind. It&#39;s getting really hard to catch up.&#34;</p><p>Tesla&#39;s checkpoints contain billions of miles of learning. A competitor starting today begins at checkpoint zero. They&#39;re not behind by months or years. They&#39;re behind by miles. Billions of them.</p><h3 id=\"id_3743947872\">Rockefeller&#39;s stack, updated</h3><p>Rockefeller&#39;s genius was vertical integration. Own every layer of the stack, and your competitors become tenants in your building. They can drill all the oil they want. If you own the only pipeline to market, they&#39;re paying you either way.</p><p>Let&#39;s map Musk&#39;s empire the same way. Rockefeller owned oil wells; Musk has xAI, a frontier AI lab. Rockefeller owned pipelines; Musk has Starlink, a 9,500-satellite global network. Rockefeller owned refineries; Musk has Colossus, already at 200,000 GPUs and expanding to 1 million.</p><p>Rockefeller owned distribution networks; Musk has Tesla&#39;s 5.1 million vehicles and Optimus robots. Rockefeller used oil profits to fund expansion; Musk uses Tesla&#39;s cash flow. In the third quarter of 2025, Tesla generated almost $4 billion in free cash flow, a new quarterly record. Total cash and investments: $41.6 billion. That&#39;s the war chest funding the AI empire.</p><p>Training data comes from X, formerly Twitter, with 600 million users generating real-time content that no competitor can replicate through web scraping. Training compute comes from Colossus. Global distribution comes from Starlink. Physical deployment comes through Tesla&#39;s vehicles, robots and millions of touchscreens already in customers&#39; hands.</p><p>The parallel to Standard Oil is exact. Rockefeller controlled oil from wellhead to gas pump. Musk controls AI from training cluster to robot hand. And like Rockefeller, he&#39;s built it while everyone was focused on the obvious business.</p><h3 id=\"id_719218277\">Why Wall Street keeps missing this</h3><p>Jordi Visser, former CIO of Weiss Multi-Strategy Advisors, coined a useful term: the &#34;Musk discount.&#34; When Warren Buffett makes a prediction, the market reprices immediately. Analysts nod sagely. CNBC runs segments. When Musk makes the same prediction, analysts roll their eyes and mutter about missed timelines.</p><p>The pattern is remarkably consistent: Musk is optimistic on timing - but accurate on direction.</p><p>Musk said electric vehicles would dominate transportation. Analysts laughed. EVs now command most major automakers&#39; strategy. He said reusable rockets were possible. Aerospace engineers scoffed. SpaceX lands them routinely and has made NASA a customer. He said neural networks could drive cars. Skeptics pointed to edge cases. Tesla&#39;s Full Self-Driving is on public roads in multiple countries.</p><p>Visser nails the asymmetry: &#34;If Musk is early, these sectors still compound. If he is on time, they rerate. If he is late, they eventually rerate. In every version, the asymmetry works in the investor&#39;s favor.&#34;</p><p>Wall Street has a temporal bias. If something won’t show up in next quarter’s earnings call, it functionally doesn’t exist. But competitive moats aren’t built in quarters. They’re built over years, quietly, while analysts debate delivery numbers and gross margins.</p><h3 id=\"id_4188049824\" style=\"text-align: start;\">The stock catalyst has a date</h3><p style=\"text-align: start;\">Nvidia’s Blackwell chips began shipping in volume in the first quarter of 2025, and xAI, with its substantial allocation, will be among the first to deploy them at scale. When xAI releases the first frontier model trained primarily on Blackwell architecture, the market will be forced to re-evaluate where Tesla sits in the AI hierarchy.</p><p style=\"text-align: start;\">This isn’t speculation about some distant, hazy future. It’s a catalyst with a date. The models trained on that infrastructure will emerge by the middle of this year. And when they do, the question “Is Tesla an AI company?” will answer itself.</p><h3 id=\"id_2295571392\">The receipts</h3><blockquote><p>When people tell you something is impossible, what they usually mean is impossible for them.</p></blockquote><p>Here&#39;s what Musk has actually built.</p><p>Jensen Huang, Nvidia&#39;s (NVDA) CEO, said something remarkable about Musk on the &#34;Bg2 Pod&#34; podcast in October 2024. Nvidia makes the chips that power virtually every AI system on the planet. The company is worth about $4.5 trillion. Huang has been running Nvidia since co-founding it 32 years ago. When he talks about who&#39;s building what in AI, he&#39;s not speculating. He&#39;s reading the purchase orders.</p><p>Huang&#39;s assessment of Musk: &#34;As far as I know, there&#39;s only one person in the world who could do that. Elon is singular in his understanding of engineering and construction and large systems and marshaling resources. It&#39;s just unbelievable.&#34;</p><p>What prompted that praise? Musk&#39;s xAI&#39;s Colossus data center went from empty dirt in Memphis, Tenn., to 100,000 Nvidia GPUs operational in 19 days. Huang said this process typically takes several years.</p><p>Several years is normal. Musk did it in 19 days. That&#39;s not a rounding error. That&#39;s not even the same sport. That&#39;s a different species of execution.</p><p>Likewise, Tesla&#39;s Shanghai Gigafactory went from breaking ground on Jan. 7, 2019 to producing cars in under 11 months. The automotive industry said it couldn&#39;t be done.</p><p>Industry standard for a new factory is four to five years, minimum. By December 2019, Tesla Model 3s were rolling off the line. When people tell you something is impossible, what they usually mean is impossible for them.</p><p>Gavin Baker, a hedge-fund manager who has covered Nvidia for more than 20 years and is considered one of the most technically informed investors in AI, explained the challenge on Patrick O&#39;Shaughnessy&#39;s &#34;Invest Like the Best&#34; podcast:</p><p>&#34;Going from Hopper to Blackwell, first you go from air-cooled to liquid-cooled. The rack goes from weighing round numbers 1,000 pounds to 3,000 pounds. Goes from round numbers 30 kilowatts, which is 30 American homes, to 130 kilowatts, which is 130 American homes.&#34;</p><p>Baker offered an analogy that stuck with me: &#34;Imagine if to get a new iPhone you had to change all the outlets in your house to 220 volt, put in a Tesla Powerwall, put in a generator, put in solar panels, put in a whole home humidification system, and then reinforce the floor.&#34;</p><p>That&#39;s Blackwell. You essentially have to rebuild your entire data center.</p><p>This is why deployment speed matters more than money.</p><p>Alphabet&#39;s (GOOG) (GOOGL) Google has infinite money. Microsoft (MSFT) has infinite money. But money doesn&#39;t build data centers. Execution builds data centers. And Huang, who sees every customer&#39;s timeline, says no one executes faster than Musk.</p><blockquote><p>Here&#39;s the number that should get your attention.</p></blockquote><p>Here&#39;s the number that should get your attention: xAI announced recently that it ended 2025 with more than 1 million H100 GPU equivalents across its Colossus I and II supercomputers. The company just raised $20 billion in Series E funding backed by Nvidia and Cisco Systems (CSCO) to expand that infrastructure.</p><p>Musk has publicly spoken about his companies &#34;converging&#34; on AI. One ecosystem. One infrastructure. One entry point for public investors.</p><p>Whoever deploys first, trains first. Whoever trains first, releases the best model first. Better models attract more users. More users generate more data. More data trains better models. In AI, first-mover advantage isn&#39;t a luxury. It&#39;s a moat.</p><h3 id=\"id_4285938350\">The data advantage nobody talks about</h3><p>Tesla has a data &#34;moat&#34; hiding in plain sight that almost nobody is pricing.</p><p>Every Tesla on the road is a data-collection device. The cameras aren&#39;t just for safety. They&#39;re training AI systems in real-time. According to Tesla&#39;s FSD safety page, the fleet currently has accumulated close to 7.3 billion miles of real-world driving data, with 2.63 billion of those miles on city streets. Musk has acknowledged that Tesla needs roughly 10 billion miles of training data before he&#39;s confident in unsupervised FSD.</p><p>A caveat: Not every Tesla buyer has FSD. The take rate is about 12% of the fleet as of the October earnings call. And Tesla&#39;s system remains SAE Level 2 (supervised), while Waymo operates at Level 4 (fully autonomous).</p><p>But here&#39;s what matters for the AI training argument: Waymo, Alphabet&#39;s self-driving subsidiary with a 15-year head start, recently expanded to highway driving. Its fleet of roughly 1,500 to 2,500 vehicles operates in controlled, geofenced environments in a handful of cities.</p><p>Tesla has more than 5 million vehicles on the roads collecting data. Every Tesla sold is a data-collection device that customers pay for. Waymo has to buy its own cars and hire safety drivers.</p><p>The systems are different. The data advantage is real.</p><p>There&#39;s also what engineers call the &#34;checkpoint problem.&#34; Baker explained it: &#34;Every one of those labs has a more advanced checkpoint internally of the model. They&#39;re using that model to train the next model. And if you do not have that latest checkpoint, you&#39;re behind. It&#39;s getting really hard to catch up.&#34;</p><p>Tesla&#39;s checkpoints contain billions of miles of learning. A competitor starting today begins at checkpoint zero. They&#39;re not behind by months or years. They&#39;re behind by miles. Billions of them.</p><h3 id=\"id_4284420963\">Rockefeller&#39;s stack, updated</h3><p>Rockefeller&#39;s genius was vertical integration. Own every layer of the stack, and your competitors become tenants in your building. They can drill all the oil they want. If you own the only pipeline to market, they&#39;re paying you either way.</p><p>Let&#39;s map Musk&#39;s empire the same way. Rockefeller owned oil wells; Musk has xAI, a frontier AI lab. Rockefeller owned pipelines; Musk has Starlink, a 9,500-satellite global network. Rockefeller owned refineries; Musk has Colossus, already at 200,000 GPUs and expanding to 1 million.</p><p>Rockefeller owned distribution networks; Musk has Tesla&#39;s 5.1 million vehicles and Optimus robots. Rockefeller used oil profits to fund expansion; Musk uses Tesla&#39;s cash flow. In the third quarter of 2025, Tesla generated almost $4 billion in free cash flow, a new quarterly record. Total cash and investments: $41.6 billion. That&#39;s the war chest funding the AI empire.</p><p>Training data comes from X, formerly Twitter, with 600 million users generating real-time content that no competitor can replicate through web scraping. Training compute comes from Colossus. Global distribution comes from Starlink. Physical deployment comes through Tesla&#39;s vehicles, robots and millions of touchscreens already in customers&#39; hands.</p><p>The parallel to Standard Oil is exact. Rockefeller controlled oil from wellhead to gas pump. Musk controls AI from training cluster to robot hand. And like Rockefeller, he&#39;s built it while everyone was focused on the obvious business.</p><h3 id=\"id_4196850980\" style=\"text-align: start;\">Why Wall Street keeps missing this</h3><p style=\"text-align: start;\">Jordi Visser, former CIO of Weiss Multi-Strategy Advisors, coined a useful term: the “Musk discount.” When Warren Buffett makes a prediction, the market reprices immediately. Analysts nod sagely. CNBC runs segments. When Musk makes the same prediction, analysts roll their eyes and mutter about missed timelines.</p><p style=\"text-align: start;\">The pattern is remarkably consistent: Musk is optimistic on timing — but accurate on direction.</p><p style=\"text-align: start;\">Musk said electric vehicles would dominate transportation. Analysts laughed. EVs now command most major automakers’ strategy. He said reusable rockets were possible. Aerospace engineers scoffed. SpaceX lands them routinely and has made NASA a customer. He said neural networks could drive cars. Skeptics pointed to edge cases. Tesla’s Full Self-Driving is on public roads in multiple countries.</p><p style=\"text-align: start;\">Visser nails the asymmetry: “If Musk is early, these sectors still compound. If he is on time, they rerate. If he is late, they eventually rerate. In every version, the asymmetry works in the investor’s favor.”</p><p style=\"text-align: start;\">Wall Street has a temporal bias. If something won’t show up in next quarter’s earnings call, it functionally doesn’t exist. But competitive moats aren’t built in quarters. They’re built over years, quietly, while analysts debate delivery numbers and gross margins.</p><h3 id=\"id_3629140853\">The stock catalyst has a date</h3><p>Nvidia&#39;s Blackwell chips began shipping in volume in the first quarter of 2025, and xAI, with its substantial allocation, will be among the first to deploy them at scale. When xAI releases the first frontier model trained primarily on Blackwell architecture, the market will be forced to re-evaluate where Tesla sits in the AI hierarchy.</p><p>This isn&#39;t speculation about some distant, hazy future. It&#39;s a catalyst with a date. The models trained on that infrastructure will emerge by the middle of this year. And when they do, the question &#34;Is Tesla an AI company?&#34; will answer itself.</p><p>The investment thesis</p><blockquote><p>The car business isn&#39;t the point. The car business is the cash register that funds the empire.</p></blockquote><p>Here&#39;s the uncomfortable reality for investors who want exposure to Musk&#39;s AI empire: xAI is private. SpaceX is private (though planning an IPO in 2026 that could value it at $1.5 trillion). Starlink is private. The Boring Co. is private. Neuralink is private.</p><p>Today, Tesla is the only public stock in the entire constellation. If SpaceX goes public later this year, investors will have two entry points instead of one. Until then, there&#39;s only one door.</p><p>When you buy Tesla, you&#39;re not buying a car company trading at an absurd multiple to automotive earnings. You&#39;re buying the only liquid access point to a vertically integrated AI empire that spans training data, compute infrastructure, global distribution, physical deployment and cash generation. The car business isn&#39;t the point. The car business is the cash register that funds the empire.</p><p>Wall Street consensus ranks Tesla seventh out of seven in &#34;Magnificent Seven&#34; AI exposure. Nvidia first, obviously. Microsoft second for its OpenAI partnership. Alphabet is third for DeepMind and Gemini. Then <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN) and Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>. Tesla is last - a car company, not an AI play.</p><p>That list is upside-down.</p><p>Rockefeller&#39;s competitors didn&#39;t see Standard Oil coming until they were buying kerosene from him. By the time Wall Street figures out what Tesla actually is, the moat will be filled with water - and Musk will own the only bridge.</p><p>Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. He owns Tesla shares.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>I Refused to Invest in Tesla for Years - but Now's the Time to Bet on Elon Musk</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\">\nI Refused to Invest in Tesla for Years - but Now's the Time to Bet on Elon Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-16 10:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Telsa isn&#39;t just a car company - it&#39;s an undervalued AI empire</p><blockquote><p>Elon Musk controls an AI and robotics powerhouse - and its growth isn&#39;t fully valued into Tesla&#39;s stock price. John D. Rockefeller controlled oil - from wellhead to gas pump. Elon Musk controls AI - from training cluster to robot hand.</p></blockquote><p>Elon Musk is the richest person in history. He got there the same way John D. Rockefeller did.</p><p>Rockefeller didn&#39;t build his fortune by finding more oil than anyone else. Oil was everywhere. Any idiot with a shovel and a dream could find oil. Pennsylvania was lousy with wildcatters, all of them convinced they&#39;d struck it rich. Most of them had. The problem was that &#34;rich&#34; didn&#39;t stay rich for long when everyone else was rich too.</p><p>Rockefeller understood something his competitors didn&#39;t. The money wasn&#39;t in the oil. The money was in everything between the oil and the customer. So he bought the pipelines. He bought the refineries. He bought the railroad cars and negotiated rebates that made his shipping costs a fraction of everyone else&#39;s.</p><p>By the time his competitors got their oil out of the ground, Rockefeller owned every inch of infrastructure between the wellhead and the kerosene lamp.</p><p>Rockefeller&#39;s Standard Oil didn&#39;t compete. It collected tolls.</p><p>Musk seems to be running the same playbook for artificial intelligence. And Wall Street remains divided on what his Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> actually is. Bulls like Wedbush Securities analyst Dan Ives call Tesla &#34;the most undervalued AI play in the market today.&#34;</p><p>Bears like GLJ Research&#39;s Gordon Johnson argue that Tesla is &#34;just a car company&#34; with an inflated multiple. For most of the past decade, the bears set the consensus. They&#39;re wrong.</p><p>I&#39;ve spent years watching Tesla from the sidelines, convinced the valuation was insane. It was insane - for a car company. But for the only publicly traded entry point into a vertically integrated AI empire? Maybe not.</p><p>I own the stock now.</p><h3 id=\"id_187888106\">The receipts</h3><blockquote><p>When people tell you something is impossible, what they usually mean is impossible for them.</p></blockquote><p>Here&#39;s what Musk has actually built.</p><p>Jensen Huang, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s CEO, said something remarkable about Musk on the &#34;Bg2 Pod&#34; podcast in October 2024. Nvidia makes the chips that power virtually every AI system on the planet. The company is worth about $4.5 trillion. Huang has been running Nvidia since co-founding it 32 years ago. When he talks about who&#39;s building what in AI, he&#39;s not speculating. He&#39;s reading the purchase orders.</p><p>Huang&#39;s assessment of Musk: &#34;As far as I know, there&#39;s only one person in the world who could do that. Elon is singular in his understanding of engineering and construction and large systems and marshaling resources. It&#39;s just unbelievable.&#34;</p><p>What prompted that praise? Musk&#39;s xAI&#39;s Colossus data center went from empty dirt in Memphis, Tenn., to 100,000 Nvidia GPUs operational in 19 days. Huang said this process typically takes several years.</p><p>Several years is normal. Musk did it in 19 days. That&#39;s not a rounding error. That&#39;s not even the same sport. That&#39;s a different species of execution.</p><p>Likewise, Tesla&#39;s Shanghai Gigafactory went from breaking ground on Jan. 7, 2019 to producing cars in under 11 months. The automotive industry said it couldn&#39;t be done.</p><p>Industry standard for a new factory is four to five years, minimum. By December 2019, Tesla Model 3s were rolling off the line. When people tell you something is impossible, what they usually mean is impossible for them.</p><p>Gavin Baker, a hedge-fund manager who has covered Nvidia for more than 20 years and is considered one of the most technically informed investors in AI, explained the challenge on Patrick O&#39;Shaughnessy&#39;s &#34;Invest Like the Best&#34; podcast:</p><p>&#34;Going from Hopper to Blackwell, first you go from air-cooled to liquid-cooled. The rack goes from weighing round numbers 1,000 pounds to 3,000 pounds. Goes from round numbers 30 kilowatts, which is 30 American homes, to 130 kilowatts, which is 130 American homes.&#34;</p><p>Baker offered an analogy that stuck with me: &#34;Imagine if to get a new iPhone you had to change all the outlets in your house to 220 volt, put in a Tesla Powerwall, put in a generator, put in solar panels, put in a whole home humidification system, and then reinforce the floor.&#34;</p><p>That&#39;s Blackwell. You essentially have to rebuild your entire data center.</p><p>This is why deployment speed matters more than money.</p><p>Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> Google has infinite money. Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> has infinite money. But money doesn&#39;t build data centers. Execution builds data centers. And Huang, who sees every customer&#39;s timeline, says no one executes faster than Musk.</p><blockquote><p>Here&#39;s the number that should get your attention.</p></blockquote><p>Here&#39;s the number that should get your attention: xAI announced recently that it ended 2025 with more than 1 million H100 GPU equivalents across its Colossus I and II supercomputers. The company just raised $20 billion in Series E funding backed by Nvidia and Cisco Systems <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> to expand that infrastructure.</p><p>Musk has publicly spoken about his companies &#34;converging&#34; on AI. One ecosystem. One infrastructure. One entry point for public investors.</p><p>Whoever deploys first, trains first. Whoever trains first, releases the best model first. Better models attract more users. More users generate more data. More data trains better models. In AI, first-mover advantage isn&#39;t a luxury. It&#39;s a moat.</p><h3 id=\"id_4201799449\">The data advantage nobody talks about</h3><p>Tesla has a data &#34;moat&#34; hiding in plain sight that almost nobody is pricing.</p><p>Every Tesla on the road is a data-collection device. The cameras aren&#39;t just for safety. They&#39;re training AI systems in real-time. According to Tesla&#39;s FSD safety page, the fleet currently has accumulated close to 7.3 billion miles of real-world driving data, with 2.63 billion of those miles on city streets. Musk has acknowledged that Tesla needs roughly 10 billion miles of training data before he&#39;s confident in unsupervised FSD.</p><p>A caveat: Not every Tesla buyer has FSD. The take rate is about 12% of the fleet as of the October earnings call. And Tesla&#39;s system remains SAE Level 2 (supervised), while Waymo operates at Level 4 (fully autonomous).</p><p>But here&#39;s what matters for the AI training argument: Waymo, Alphabet&#39;s self-driving subsidiary with a 15-year head start, recently expanded to highway driving. Its fleet of roughly 1,500 to 2,500 vehicles operates in controlled, geofenced environments in a handful of cities.</p><p>Tesla has more than 5 million vehicles on the roads collecting data. Every Tesla sold is a data-collection device that customers pay for. Waymo has to buy its own cars and hire safety drivers.</p><p>The systems are different. The data advantage is real.</p><p>There&#39;s also what engineers call the &#34;checkpoint problem.&#34; Baker explained it: &#34;Every one of those labs has a more advanced checkpoint internally of the model. They&#39;re using that model to train the next model. And if you do not have that latest checkpoint, you&#39;re behind. It&#39;s getting really hard to catch up.&#34;</p><p>Tesla&#39;s checkpoints contain billions of miles of learning. A competitor starting today begins at checkpoint zero. They&#39;re not behind by months or years. They&#39;re behind by miles. Billions of them.</p><h3 id=\"id_3743947872\">Rockefeller&#39;s stack, updated</h3><p>Rockefeller&#39;s genius was vertical integration. Own every layer of the stack, and your competitors become tenants in your building. They can drill all the oil they want. If you own the only pipeline to market, they&#39;re paying you either way.</p><p>Let&#39;s map Musk&#39;s empire the same way. Rockefeller owned oil wells; Musk has xAI, a frontier AI lab. Rockefeller owned pipelines; Musk has Starlink, a 9,500-satellite global network. Rockefeller owned refineries; Musk has Colossus, already at 200,000 GPUs and expanding to 1 million.</p><p>Rockefeller owned distribution networks; Musk has Tesla&#39;s 5.1 million vehicles and Optimus robots. Rockefeller used oil profits to fund expansion; Musk uses Tesla&#39;s cash flow. In the third quarter of 2025, Tesla generated almost $4 billion in free cash flow, a new quarterly record. Total cash and investments: $41.6 billion. That&#39;s the war chest funding the AI empire.</p><p>Training data comes from X, formerly Twitter, with 600 million users generating real-time content that no competitor can replicate through web scraping. Training compute comes from Colossus. Global distribution comes from Starlink. Physical deployment comes through Tesla&#39;s vehicles, robots and millions of touchscreens already in customers&#39; hands.</p><p>The parallel to Standard Oil is exact. Rockefeller controlled oil from wellhead to gas pump. Musk controls AI from training cluster to robot hand. And like Rockefeller, he&#39;s built it while everyone was focused on the obvious business.</p><h3 id=\"id_719218277\">Why Wall Street keeps missing this</h3><p>Jordi Visser, former CIO of Weiss Multi-Strategy Advisors, coined a useful term: the &#34;Musk discount.&#34; When Warren Buffett makes a prediction, the market reprices immediately. Analysts nod sagely. CNBC runs segments. When Musk makes the same prediction, analysts roll their eyes and mutter about missed timelines.</p><p>The pattern is remarkably consistent: Musk is optimistic on timing - but accurate on direction.</p><p>Musk said electric vehicles would dominate transportation. Analysts laughed. EVs now command most major automakers&#39; strategy. He said reusable rockets were possible. Aerospace engineers scoffed. SpaceX lands them routinely and has made NASA a customer. He said neural networks could drive cars. Skeptics pointed to edge cases. Tesla&#39;s Full Self-Driving is on public roads in multiple countries.</p><p>Visser nails the asymmetry: &#34;If Musk is early, these sectors still compound. If he is on time, they rerate. If he is late, they eventually rerate. In every version, the asymmetry works in the investor&#39;s favor.&#34;</p><p>Wall Street has a temporal bias. If something won’t show up in next quarter’s earnings call, it functionally doesn’t exist. But competitive moats aren’t built in quarters. They’re built over years, quietly, while analysts debate delivery numbers and gross margins.</p><h3 id=\"id_4188049824\" style=\"text-align: start;\">The stock catalyst has a date</h3><p style=\"text-align: start;\">Nvidia’s Blackwell chips began shipping in volume in the first quarter of 2025, and xAI, with its substantial allocation, will be among the first to deploy them at scale. When xAI releases the first frontier model trained primarily on Blackwell architecture, the market will be forced to re-evaluate where Tesla sits in the AI hierarchy.</p><p style=\"text-align: start;\">This isn’t speculation about some distant, hazy future. It’s a catalyst with a date. The models trained on that infrastructure will emerge by the middle of this year. And when they do, the question “Is Tesla an AI company?” will answer itself.</p><h3 id=\"id_2295571392\">The receipts</h3><blockquote><p>When people tell you something is impossible, what they usually mean is impossible for them.</p></blockquote><p>Here&#39;s what Musk has actually built.</p><p>Jensen Huang, Nvidia&#39;s (NVDA) CEO, said something remarkable about Musk on the &#34;Bg2 Pod&#34; podcast in October 2024. Nvidia makes the chips that power virtually every AI system on the planet. The company is worth about $4.5 trillion. Huang has been running Nvidia since co-founding it 32 years ago. When he talks about who&#39;s building what in AI, he&#39;s not speculating. He&#39;s reading the purchase orders.</p><p>Huang&#39;s assessment of Musk: &#34;As far as I know, there&#39;s only one person in the world who could do that. Elon is singular in his understanding of engineering and construction and large systems and marshaling resources. It&#39;s just unbelievable.&#34;</p><p>What prompted that praise? Musk&#39;s xAI&#39;s Colossus data center went from empty dirt in Memphis, Tenn., to 100,000 Nvidia GPUs operational in 19 days. Huang said this process typically takes several years.</p><p>Several years is normal. Musk did it in 19 days. That&#39;s not a rounding error. That&#39;s not even the same sport. That&#39;s a different species of execution.</p><p>Likewise, Tesla&#39;s Shanghai Gigafactory went from breaking ground on Jan. 7, 2019 to producing cars in under 11 months. The automotive industry said it couldn&#39;t be done.</p><p>Industry standard for a new factory is four to five years, minimum. By December 2019, Tesla Model 3s were rolling off the line. When people tell you something is impossible, what they usually mean is impossible for them.</p><p>Gavin Baker, a hedge-fund manager who has covered Nvidia for more than 20 years and is considered one of the most technically informed investors in AI, explained the challenge on Patrick O&#39;Shaughnessy&#39;s &#34;Invest Like the Best&#34; podcast:</p><p>&#34;Going from Hopper to Blackwell, first you go from air-cooled to liquid-cooled. The rack goes from weighing round numbers 1,000 pounds to 3,000 pounds. Goes from round numbers 30 kilowatts, which is 30 American homes, to 130 kilowatts, which is 130 American homes.&#34;</p><p>Baker offered an analogy that stuck with me: &#34;Imagine if to get a new iPhone you had to change all the outlets in your house to 220 volt, put in a Tesla Powerwall, put in a generator, put in solar panels, put in a whole home humidification system, and then reinforce the floor.&#34;</p><p>That&#39;s Blackwell. You essentially have to rebuild your entire data center.</p><p>This is why deployment speed matters more than money.</p><p>Alphabet&#39;s (GOOG) (GOOGL) Google has infinite money. Microsoft (MSFT) has infinite money. But money doesn&#39;t build data centers. Execution builds data centers. And Huang, who sees every customer&#39;s timeline, says no one executes faster than Musk.</p><blockquote><p>Here&#39;s the number that should get your attention.</p></blockquote><p>Here&#39;s the number that should get your attention: xAI announced recently that it ended 2025 with more than 1 million H100 GPU equivalents across its Colossus I and II supercomputers. The company just raised $20 billion in Series E funding backed by Nvidia and Cisco Systems (CSCO) to expand that infrastructure.</p><p>Musk has publicly spoken about his companies &#34;converging&#34; on AI. One ecosystem. One infrastructure. One entry point for public investors.</p><p>Whoever deploys first, trains first. Whoever trains first, releases the best model first. Better models attract more users. More users generate more data. More data trains better models. In AI, first-mover advantage isn&#39;t a luxury. It&#39;s a moat.</p><h3 id=\"id_4285938350\">The data advantage nobody talks about</h3><p>Tesla has a data &#34;moat&#34; hiding in plain sight that almost nobody is pricing.</p><p>Every Tesla on the road is a data-collection device. The cameras aren&#39;t just for safety. They&#39;re training AI systems in real-time. According to Tesla&#39;s FSD safety page, the fleet currently has accumulated close to 7.3 billion miles of real-world driving data, with 2.63 billion of those miles on city streets. Musk has acknowledged that Tesla needs roughly 10 billion miles of training data before he&#39;s confident in unsupervised FSD.</p><p>A caveat: Not every Tesla buyer has FSD. The take rate is about 12% of the fleet as of the October earnings call. And Tesla&#39;s system remains SAE Level 2 (supervised), while Waymo operates at Level 4 (fully autonomous).</p><p>But here&#39;s what matters for the AI training argument: Waymo, Alphabet&#39;s self-driving subsidiary with a 15-year head start, recently expanded to highway driving. Its fleet of roughly 1,500 to 2,500 vehicles operates in controlled, geofenced environments in a handful of cities.</p><p>Tesla has more than 5 million vehicles on the roads collecting data. Every Tesla sold is a data-collection device that customers pay for. Waymo has to buy its own cars and hire safety drivers.</p><p>The systems are different. The data advantage is real.</p><p>There&#39;s also what engineers call the &#34;checkpoint problem.&#34; Baker explained it: &#34;Every one of those labs has a more advanced checkpoint internally of the model. They&#39;re using that model to train the next model. And if you do not have that latest checkpoint, you&#39;re behind. It&#39;s getting really hard to catch up.&#34;</p><p>Tesla&#39;s checkpoints contain billions of miles of learning. A competitor starting today begins at checkpoint zero. They&#39;re not behind by months or years. They&#39;re behind by miles. Billions of them.</p><h3 id=\"id_4284420963\">Rockefeller&#39;s stack, updated</h3><p>Rockefeller&#39;s genius was vertical integration. Own every layer of the stack, and your competitors become tenants in your building. They can drill all the oil they want. If you own the only pipeline to market, they&#39;re paying you either way.</p><p>Let&#39;s map Musk&#39;s empire the same way. Rockefeller owned oil wells; Musk has xAI, a frontier AI lab. Rockefeller owned pipelines; Musk has Starlink, a 9,500-satellite global network. Rockefeller owned refineries; Musk has Colossus, already at 200,000 GPUs and expanding to 1 million.</p><p>Rockefeller owned distribution networks; Musk has Tesla&#39;s 5.1 million vehicles and Optimus robots. Rockefeller used oil profits to fund expansion; Musk uses Tesla&#39;s cash flow. In the third quarter of 2025, Tesla generated almost $4 billion in free cash flow, a new quarterly record. Total cash and investments: $41.6 billion. That&#39;s the war chest funding the AI empire.</p><p>Training data comes from X, formerly Twitter, with 600 million users generating real-time content that no competitor can replicate through web scraping. Training compute comes from Colossus. Global distribution comes from Starlink. Physical deployment comes through Tesla&#39;s vehicles, robots and millions of touchscreens already in customers&#39; hands.</p><p>The parallel to Standard Oil is exact. Rockefeller controlled oil from wellhead to gas pump. Musk controls AI from training cluster to robot hand. And like Rockefeller, he&#39;s built it while everyone was focused on the obvious business.</p><h3 id=\"id_4196850980\" style=\"text-align: start;\">Why Wall Street keeps missing this</h3><p style=\"text-align: start;\">Jordi Visser, former CIO of Weiss Multi-Strategy Advisors, coined a useful term: the “Musk discount.” When Warren Buffett makes a prediction, the market reprices immediately. Analysts nod sagely. CNBC runs segments. When Musk makes the same prediction, analysts roll their eyes and mutter about missed timelines.</p><p style=\"text-align: start;\">The pattern is remarkably consistent: Musk is optimistic on timing — but accurate on direction.</p><p style=\"text-align: start;\">Musk said electric vehicles would dominate transportation. Analysts laughed. EVs now command most major automakers’ strategy. He said reusable rockets were possible. Aerospace engineers scoffed. SpaceX lands them routinely and has made NASA a customer. He said neural networks could drive cars. Skeptics pointed to edge cases. Tesla’s Full Self-Driving is on public roads in multiple countries.</p><p style=\"text-align: start;\">Visser nails the asymmetry: “If Musk is early, these sectors still compound. If he is on time, they rerate. If he is late, they eventually rerate. In every version, the asymmetry works in the investor’s favor.”</p><p style=\"text-align: start;\">Wall Street has a temporal bias. If something won’t show up in next quarter’s earnings call, it functionally doesn’t exist. But competitive moats aren’t built in quarters. They’re built over years, quietly, while analysts debate delivery numbers and gross margins.</p><h3 id=\"id_3629140853\">The stock catalyst has a date</h3><p>Nvidia&#39;s Blackwell chips began shipping in volume in the first quarter of 2025, and xAI, with its substantial allocation, will be among the first to deploy them at scale. When xAI releases the first frontier model trained primarily on Blackwell architecture, the market will be forced to re-evaluate where Tesla sits in the AI hierarchy.</p><p>This isn&#39;t speculation about some distant, hazy future. It&#39;s a catalyst with a date. The models trained on that infrastructure will emerge by the middle of this year. And when they do, the question &#34;Is Tesla an AI company?&#34; will answer itself.</p><p>The investment thesis</p><blockquote><p>The car business isn&#39;t the point. The car business is the cash register that funds the empire.</p></blockquote><p>Here&#39;s the uncomfortable reality for investors who want exposure to Musk&#39;s AI empire: xAI is private. SpaceX is private (though planning an IPO in 2026 that could value it at $1.5 trillion). Starlink is private. The Boring Co. is private. Neuralink is private.</p><p>Today, Tesla is the only public stock in the entire constellation. If SpaceX goes public later this year, investors will have two entry points instead of one. Until then, there&#39;s only one door.</p><p>When you buy Tesla, you&#39;re not buying a car company trading at an absurd multiple to automotive earnings. You&#39;re buying the only liquid access point to a vertically integrated AI empire that spans training data, compute infrastructure, global distribution, physical deployment and cash generation. The car business isn&#39;t the point. The car business is the cash register that funds the empire.</p><p>Wall Street consensus ranks Tesla seventh out of seven in &#34;Magnificent Seven&#34; AI exposure. Nvidia first, obviously. Microsoft second for its OpenAI partnership. Alphabet is third for DeepMind and Gemini. Then <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN) and Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>. Tesla is last - a car company, not an AI play.</p><p>That list is upside-down.</p><p>Rockefeller&#39;s competitors didn&#39;t see Standard Oil coming until they were buying kerosene from him. By the time Wall Street figures out what Tesla actually is, the moat will be filled with water - and Musk will own the only bridge.</p><p>Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. He owns Tesla shares.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","TSLA":"特斯拉","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603193722","content_text":"Telsa isn't just a car company - it's an undervalued AI empireElon Musk controls an AI and robotics powerhouse - and its growth isn't fully valued into Tesla's stock price. John D. Rockefeller controlled oil - from wellhead to gas pump. Elon Musk controls AI - from training cluster to robot hand.Elon Musk is the richest person in history. He got there the same way John D. Rockefeller did.Rockefeller didn't build his fortune by finding more oil than anyone else. Oil was everywhere. Any idiot with a shovel and a dream could find oil. Pennsylvania was lousy with wildcatters, all of them convinced they'd struck it rich. Most of them had. The problem was that \"rich\" didn't stay rich for long when everyone else was rich too.Rockefeller understood something his competitors didn't. The money wasn't in the oil. The money was in everything between the oil and the customer. So he bought the pipelines. He bought the refineries. He bought the railroad cars and negotiated rebates that made his shipping costs a fraction of everyone else's.By the time his competitors got their oil out of the ground, Rockefeller owned every inch of infrastructure between the wellhead and the kerosene lamp.Rockefeller's Standard Oil didn't compete. It collected tolls.Musk seems to be running the same playbook for artificial intelligence. And Wall Street remains divided on what his Tesla $(TSLA)$ actually is. Bulls like Wedbush Securities analyst Dan Ives call Tesla \"the most undervalued AI play in the market today.\"Bears like GLJ Research's Gordon Johnson argue that Tesla is \"just a car company\" with an inflated multiple. For most of the past decade, the bears set the consensus. They're wrong.I've spent years watching Tesla from the sidelines, convinced the valuation was insane. It was insane - for a car company. But for the only publicly traded entry point into a vertically integrated AI empire? Maybe not.I own the stock now.The receiptsWhen people tell you something is impossible, what they usually mean is impossible for them.Here's what Musk has actually built.Jensen Huang, Nvidia's CEO, said something remarkable about Musk on the \"Bg2 Pod\" podcast in October 2024. Nvidia makes the chips that power virtually every AI system on the planet. The company is worth about $4.5 trillion. Huang has been running Nvidia since co-founding it 32 years ago. When he talks about who's building what in AI, he's not speculating. He's reading the purchase orders.Huang's assessment of Musk: \"As far as I know, there's only one person in the world who could do that. Elon is singular in his understanding of engineering and construction and large systems and marshaling resources. It's just unbelievable.\"What prompted that praise? Musk's xAI's Colossus data center went from empty dirt in Memphis, Tenn., to 100,000 Nvidia GPUs operational in 19 days. Huang said this process typically takes several years.Several years is normal. Musk did it in 19 days. That's not a rounding error. That's not even the same sport. That's a different species of execution.Likewise, Tesla's Shanghai Gigafactory went from breaking ground on Jan. 7, 2019 to producing cars in under 11 months. The automotive industry said it couldn't be done.Industry standard for a new factory is four to five years, minimum. By December 2019, Tesla Model 3s were rolling off the line. When people tell you something is impossible, what they usually mean is impossible for them.Gavin Baker, a hedge-fund manager who has covered Nvidia for more than 20 years and is considered one of the most technically informed investors in AI, explained the challenge on Patrick O'Shaughnessy's \"Invest Like the Best\" podcast:\"Going from Hopper to Blackwell, first you go from air-cooled to liquid-cooled. The rack goes from weighing round numbers 1,000 pounds to 3,000 pounds. Goes from round numbers 30 kilowatts, which is 30 American homes, to 130 kilowatts, which is 130 American homes.\"Baker offered an analogy that stuck with me: \"Imagine if to get a new iPhone you had to change all the outlets in your house to 220 volt, put in a Tesla Powerwall, put in a generator, put in solar panels, put in a whole home humidification system, and then reinforce the floor.\"That's Blackwell. You essentially have to rebuild your entire data center.This is why deployment speed matters more than money.Alphabet's $(GOOG)$ $(GOOGL)$ Google has infinite money. Microsoft $(MSFT)$ has infinite money. But money doesn't build data centers. Execution builds data centers. And Huang, who sees every customer's timeline, says no one executes faster than Musk.Here's the number that should get your attention.Here's the number that should get your attention: xAI announced recently that it ended 2025 with more than 1 million H100 GPU equivalents across its Colossus I and II supercomputers. The company just raised $20 billion in Series E funding backed by Nvidia and Cisco Systems $(CSCO)$ to expand that infrastructure.Musk has publicly spoken about his companies \"converging\" on AI. One ecosystem. One infrastructure. One entry point for public investors.Whoever deploys first, trains first. Whoever trains first, releases the best model first. Better models attract more users. More users generate more data. More data trains better models. In AI, first-mover advantage isn't a luxury. It's a moat.The data advantage nobody talks aboutTesla has a data \"moat\" hiding in plain sight that almost nobody is pricing.Every Tesla on the road is a data-collection device. The cameras aren't just for safety. They're training AI systems in real-time. According to Tesla's FSD safety page, the fleet currently has accumulated close to 7.3 billion miles of real-world driving data, with 2.63 billion of those miles on city streets. Musk has acknowledged that Tesla needs roughly 10 billion miles of training data before he's confident in unsupervised FSD.A caveat: Not every Tesla buyer has FSD. The take rate is about 12% of the fleet as of the October earnings call. And Tesla's system remains SAE Level 2 (supervised), while Waymo operates at Level 4 (fully autonomous).But here's what matters for the AI training argument: Waymo, Alphabet's self-driving subsidiary with a 15-year head start, recently expanded to highway driving. Its fleet of roughly 1,500 to 2,500 vehicles operates in controlled, geofenced environments in a handful of cities.Tesla has more than 5 million vehicles on the roads collecting data. Every Tesla sold is a data-collection device that customers pay for. Waymo has to buy its own cars and hire safety drivers.The systems are different. The data advantage is real.There's also what engineers call the \"checkpoint problem.\" Baker explained it: \"Every one of those labs has a more advanced checkpoint internally of the model. They're using that model to train the next model. And if you do not have that latest checkpoint, you're behind. It's getting really hard to catch up.\"Tesla's checkpoints contain billions of miles of learning. A competitor starting today begins at checkpoint zero. They're not behind by months or years. They're behind by miles. Billions of them.Rockefeller's stack, updatedRockefeller's genius was vertical integration. Own every layer of the stack, and your competitors become tenants in your building. They can drill all the oil they want. If you own the only pipeline to market, they're paying you either way.Let's map Musk's empire the same way. Rockefeller owned oil wells; Musk has xAI, a frontier AI lab. Rockefeller owned pipelines; Musk has Starlink, a 9,500-satellite global network. Rockefeller owned refineries; Musk has Colossus, already at 200,000 GPUs and expanding to 1 million.Rockefeller owned distribution networks; Musk has Tesla's 5.1 million vehicles and Optimus robots. Rockefeller used oil profits to fund expansion; Musk uses Tesla's cash flow. In the third quarter of 2025, Tesla generated almost $4 billion in free cash flow, a new quarterly record. Total cash and investments: $41.6 billion. That's the war chest funding the AI empire.Training data comes from X, formerly Twitter, with 600 million users generating real-time content that no competitor can replicate through web scraping. Training compute comes from Colossus. Global distribution comes from Starlink. Physical deployment comes through Tesla's vehicles, robots and millions of touchscreens already in customers' hands.The parallel to Standard Oil is exact. Rockefeller controlled oil from wellhead to gas pump. Musk controls AI from training cluster to robot hand. And like Rockefeller, he's built it while everyone was focused on the obvious business.Why Wall Street keeps missing thisJordi Visser, former CIO of Weiss Multi-Strategy Advisors, coined a useful term: the \"Musk discount.\" When Warren Buffett makes a prediction, the market reprices immediately. Analysts nod sagely. CNBC runs segments. When Musk makes the same prediction, analysts roll their eyes and mutter about missed timelines.The pattern is remarkably consistent: Musk is optimistic on timing - but accurate on direction.Musk said electric vehicles would dominate transportation. Analysts laughed. EVs now command most major automakers' strategy. He said reusable rockets were possible. Aerospace engineers scoffed. SpaceX lands them routinely and has made NASA a customer. He said neural networks could drive cars. Skeptics pointed to edge cases. Tesla's Full Self-Driving is on public roads in multiple countries.Visser nails the asymmetry: \"If Musk is early, these sectors still compound. If he is on time, they rerate. If he is late, they eventually rerate. In every version, the asymmetry works in the investor's favor.\"Wall Street has a temporal bias. If something won’t show up in next quarter’s earnings call, it functionally doesn’t exist. But competitive moats aren’t built in quarters. They’re built over years, quietly, while analysts debate delivery numbers and gross margins.The stock catalyst has a dateNvidia’s Blackwell chips began shipping in volume in the first quarter of 2025, and xAI, with its substantial allocation, will be among the first to deploy them at scale. When xAI releases the first frontier model trained primarily on Blackwell architecture, the market will be forced to re-evaluate where Tesla sits in the AI hierarchy.This isn’t speculation about some distant, hazy future. It’s a catalyst with a date. The models trained on that infrastructure will emerge by the middle of this year. And when they do, the question “Is Tesla an AI company?” will answer itself.The receiptsWhen people tell you something is impossible, what they usually mean is impossible for them.Here's what Musk has actually built.Jensen Huang, Nvidia's (NVDA) CEO, said something remarkable about Musk on the \"Bg2 Pod\" podcast in October 2024. Nvidia makes the chips that power virtually every AI system on the planet. The company is worth about $4.5 trillion. Huang has been running Nvidia since co-founding it 32 years ago. When he talks about who's building what in AI, he's not speculating. He's reading the purchase orders.Huang's assessment of Musk: \"As far as I know, there's only one person in the world who could do that. Elon is singular in his understanding of engineering and construction and large systems and marshaling resources. It's just unbelievable.\"What prompted that praise? Musk's xAI's Colossus data center went from empty dirt in Memphis, Tenn., to 100,000 Nvidia GPUs operational in 19 days. Huang said this process typically takes several years.Several years is normal. Musk did it in 19 days. That's not a rounding error. That's not even the same sport. That's a different species of execution.Likewise, Tesla's Shanghai Gigafactory went from breaking ground on Jan. 7, 2019 to producing cars in under 11 months. The automotive industry said it couldn't be done.Industry standard for a new factory is four to five years, minimum. By December 2019, Tesla Model 3s were rolling off the line. When people tell you something is impossible, what they usually mean is impossible for them.Gavin Baker, a hedge-fund manager who has covered Nvidia for more than 20 years and is considered one of the most technically informed investors in AI, explained the challenge on Patrick O'Shaughnessy's \"Invest Like the Best\" podcast:\"Going from Hopper to Blackwell, first you go from air-cooled to liquid-cooled. The rack goes from weighing round numbers 1,000 pounds to 3,000 pounds. Goes from round numbers 30 kilowatts, which is 30 American homes, to 130 kilowatts, which is 130 American homes.\"Baker offered an analogy that stuck with me: \"Imagine if to get a new iPhone you had to change all the outlets in your house to 220 volt, put in a Tesla Powerwall, put in a generator, put in solar panels, put in a whole home humidification system, and then reinforce the floor.\"That's Blackwell. You essentially have to rebuild your entire data center.This is why deployment speed matters more than money.Alphabet's (GOOG) (GOOGL) Google has infinite money. Microsoft (MSFT) has infinite money. But money doesn't build data centers. Execution builds data centers. And Huang, who sees every customer's timeline, says no one executes faster than Musk.Here's the number that should get your attention.Here's the number that should get your attention: xAI announced recently that it ended 2025 with more than 1 million H100 GPU equivalents across its Colossus I and II supercomputers. The company just raised $20 billion in Series E funding backed by Nvidia and Cisco Systems (CSCO) to expand that infrastructure.Musk has publicly spoken about his companies \"converging\" on AI. One ecosystem. One infrastructure. One entry point for public investors.Whoever deploys first, trains first. Whoever trains first, releases the best model first. Better models attract more users. More users generate more data. More data trains better models. In AI, first-mover advantage isn't a luxury. It's a moat.The data advantage nobody talks aboutTesla has a data \"moat\" hiding in plain sight that almost nobody is pricing.Every Tesla on the road is a data-collection device. The cameras aren't just for safety. They're training AI systems in real-time. According to Tesla's FSD safety page, the fleet currently has accumulated close to 7.3 billion miles of real-world driving data, with 2.63 billion of those miles on city streets. Musk has acknowledged that Tesla needs roughly 10 billion miles of training data before he's confident in unsupervised FSD.A caveat: Not every Tesla buyer has FSD. The take rate is about 12% of the fleet as of the October earnings call. And Tesla's system remains SAE Level 2 (supervised), while Waymo operates at Level 4 (fully autonomous).But here's what matters for the AI training argument: Waymo, Alphabet's self-driving subsidiary with a 15-year head start, recently expanded to highway driving. Its fleet of roughly 1,500 to 2,500 vehicles operates in controlled, geofenced environments in a handful of cities.Tesla has more than 5 million vehicles on the roads collecting data. Every Tesla sold is a data-collection device that customers pay for. Waymo has to buy its own cars and hire safety drivers.The systems are different. The data advantage is real.There's also what engineers call the \"checkpoint problem.\" Baker explained it: \"Every one of those labs has a more advanced checkpoint internally of the model. They're using that model to train the next model. And if you do not have that latest checkpoint, you're behind. It's getting really hard to catch up.\"Tesla's checkpoints contain billions of miles of learning. A competitor starting today begins at checkpoint zero. They're not behind by months or years. They're behind by miles. Billions of them.Rockefeller's stack, updatedRockefeller's genius was vertical integration. Own every layer of the stack, and your competitors become tenants in your building. They can drill all the oil they want. If you own the only pipeline to market, they're paying you either way.Let's map Musk's empire the same way. Rockefeller owned oil wells; Musk has xAI, a frontier AI lab. Rockefeller owned pipelines; Musk has Starlink, a 9,500-satellite global network. Rockefeller owned refineries; Musk has Colossus, already at 200,000 GPUs and expanding to 1 million.Rockefeller owned distribution networks; Musk has Tesla's 5.1 million vehicles and Optimus robots. Rockefeller used oil profits to fund expansion; Musk uses Tesla's cash flow. In the third quarter of 2025, Tesla generated almost $4 billion in free cash flow, a new quarterly record. Total cash and investments: $41.6 billion. That's the war chest funding the AI empire.Training data comes from X, formerly Twitter, with 600 million users generating real-time content that no competitor can replicate through web scraping. Training compute comes from Colossus. Global distribution comes from Starlink. Physical deployment comes through Tesla's vehicles, robots and millions of touchscreens already in customers' hands.The parallel to Standard Oil is exact. Rockefeller controlled oil from wellhead to gas pump. Musk controls AI from training cluster to robot hand. And like Rockefeller, he's built it while everyone was focused on the obvious business.Why Wall Street keeps missing thisJordi Visser, former CIO of Weiss Multi-Strategy Advisors, coined a useful term: the “Musk discount.” When Warren Buffett makes a prediction, the market reprices immediately. Analysts nod sagely. CNBC runs segments. When Musk makes the same prediction, analysts roll their eyes and mutter about missed timelines.The pattern is remarkably consistent: Musk is optimistic on timing — but accurate on direction.Musk said electric vehicles would dominate transportation. Analysts laughed. EVs now command most major automakers’ strategy. He said reusable rockets were possible. Aerospace engineers scoffed. SpaceX lands them routinely and has made NASA a customer. He said neural networks could drive cars. Skeptics pointed to edge cases. Tesla’s Full Self-Driving is on public roads in multiple countries.Visser nails the asymmetry: “If Musk is early, these sectors still compound. If he is on time, they rerate. If he is late, they eventually rerate. In every version, the asymmetry works in the investor’s favor.”Wall Street has a temporal bias. If something won’t show up in next quarter’s earnings call, it functionally doesn’t exist. But competitive moats aren’t built in quarters. They’re built over years, quietly, while analysts debate delivery numbers and gross margins.The stock catalyst has a dateNvidia's Blackwell chips began shipping in volume in the first quarter of 2025, and xAI, with its substantial allocation, will be among the first to deploy them at scale. When xAI releases the first frontier model trained primarily on Blackwell architecture, the market will be forced to re-evaluate where Tesla sits in the AI hierarchy.This isn't speculation about some distant, hazy future. It's a catalyst with a date. The models trained on that infrastructure will emerge by the middle of this year. And when they do, the question \"Is Tesla an AI company?\" will answer itself.The investment thesisThe car business isn't the point. The car business is the cash register that funds the empire.Here's the uncomfortable reality for investors who want exposure to Musk's AI empire: xAI is private. SpaceX is private (though planning an IPO in 2026 that could value it at $1.5 trillion). Starlink is private. The Boring Co. is private. Neuralink is private.Today, Tesla is the only public stock in the entire constellation. If SpaceX goes public later this year, investors will have two entry points instead of one. Until then, there's only one door.When you buy Tesla, you're not buying a car company trading at an absurd multiple to automotive earnings. You're buying the only liquid access point to a vertically integrated AI empire that spans training data, compute infrastructure, global distribution, physical deployment and cash generation. The car business isn't the point. The car business is the cash register that funds the empire.Wall Street consensus ranks Tesla seventh out of seven in \"Magnificent Seven\" AI exposure. Nvidia first, obviously. Microsoft second for its OpenAI partnership. Alphabet is third for DeepMind and Gemini. Then Meta Platforms (META), Amazon.com (AMZN) and Apple $(AAPL)$. Tesla is last - a car company, not an AI play.That list is upside-down.Rockefeller's competitors didn't see Standard Oil coming until they were buying kerosene from him. By the time Wall Street figures out what Tesla actually is, the moat will be filled with water - and Musk will own the only bridge.Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. He owns Tesla shares.","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":502550355751056,"gmtCreate":1763701463294,"gmtModify":1763701467033,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"title":"","htmlText":"Good chance to buy when great stocks are so cheap","listText":"Good chance to buy when great stocks are so cheap","text":"Good chance to buy when great stocks are so cheap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/502550355751056","repostId":"2585150549","repostType":2,"repost":{"id":"2585150549","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1763690400,"share":"https://ttm.financial/m/news/2585150549?lang=en_US&edition=fundamental","pubTime":"2025-11-21 10:00","market":"us","language":"en","title":"Tesla Stock Pops Then Drops Below $400. Blame Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2585150549","media":"Dow Jones","summary":"Tesla stock rose early Thursday—then fell. Investors can thank Nvidia for both things.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock rose early Thursday—then fell. Investors can thank <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> for both things.</p><p>Shares of the electric-vehicle maker traded as high as $428.94 before closing at $395.04, down 2.2%. That’s the first close below $400 since September. The S&amp;P 500 and Dow Jones Industrial Average, both higher early in the day, lost 1.6% and 0.8%, respectively.</p><p>Early on, the entire market seemed to breathe a sigh of relief after Nvidia’s fiscal third-quarter earnings report on Wednesday night. The AI chip maker reported sales of $57 billion, ahead of Wall Street’s $55 billion estimate. Revenue for the fourth quarter is expected to be about $65 billion, up from about $39 billion in the year-ago quarter. Analysts were projecting fourth-quarter sales of about $62 billion at the start of November.</p><p>The solid earnings report was needed. Fears of an AI bubble were spreading across Wall Street, wrote Wedbush analyst Dan Ives. Nvidia’s earnings were a “pop the champagne moment,” added Ives. “This is another validation point for the AI Revolution, and in our view, we are in the Top of the third inning of this AI game.”</p><p>Investors aren’t so sure, and gains didn’t last. Nvidia’s stock traded as high as $196 on Thursday before declining to $180.64, down 3.2%.</p><p style=\"text-align: start;\">Why Nvidia’s earnings have an impact on the market, or Tesla, isn’t a mystery. AI and the Magnificent Seven have come to dominate the market, accounting for about 35% of the S&amp;P 500’s $60 trillion market value.</p><p style=\"text-align: start;\">Tesla, for its part, has become an AI stock, with investors believing AI-trained robots and cars will drive explosive growth in the coming years.</p><p>Tesla CEO Elon Musk and Nvidia CEO Jensen Huang took questions together at the U.S.-Saudi Arabia investment conference.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/035db5b1f6b3f084bf55b26f1cf6d8af\" tg-width=\"828\" tg-height=\"828\"/></p><p>The talk was high-level. There was no meaningful discussion of products, timing, sales, or challenges. Both laid out an optimistic vision of how AI would change the world. Musk believes work will be “optional” one day. Huang believes people can be busier, but more productive, pursuing new, interesting ideas.</p><p style=\"text-align: start;\">For investors, the talk was just another sign that AI is the future for Tesla. Its current $1.3 trillion valuation depends on it.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Pops Then Drops Below $400. Blame Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Pops Then Drops Below $400. Blame Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-21 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock rose early Thursday—then fell. Investors can thank <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> for both things.</p><p>Shares of the electric-vehicle maker traded as high as $428.94 before closing at $395.04, down 2.2%. That’s the first close below $400 since September. The S&amp;P 500 and Dow Jones Industrial Average, both higher early in the day, lost 1.6% and 0.8%, respectively.</p><p>Early on, the entire market seemed to breathe a sigh of relief after Nvidia’s fiscal third-quarter earnings report on Wednesday night. The AI chip maker reported sales of $57 billion, ahead of Wall Street’s $55 billion estimate. Revenue for the fourth quarter is expected to be about $65 billion, up from about $39 billion in the year-ago quarter. Analysts were projecting fourth-quarter sales of about $62 billion at the start of November.</p><p>The solid earnings report was needed. Fears of an AI bubble were spreading across Wall Street, wrote Wedbush analyst Dan Ives. Nvidia’s earnings were a “pop the champagne moment,” added Ives. “This is another validation point for the AI Revolution, and in our view, we are in the Top of the third inning of this AI game.”</p><p>Investors aren’t so sure, and gains didn’t last. Nvidia’s stock traded as high as $196 on Thursday before declining to $180.64, down 3.2%.</p><p style=\"text-align: start;\">Why Nvidia’s earnings have an impact on the market, or Tesla, isn’t a mystery. AI and the Magnificent Seven have come to dominate the market, accounting for about 35% of the S&amp;P 500’s $60 trillion market value.</p><p style=\"text-align: start;\">Tesla, for its part, has become an AI stock, with investors believing AI-trained robots and cars will drive explosive growth in the coming years.</p><p>Tesla CEO Elon Musk and Nvidia CEO Jensen Huang took questions together at the U.S.-Saudi Arabia investment conference.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/035db5b1f6b3f084bf55b26f1cf6d8af\" tg-width=\"828\" tg-height=\"828\"/></p><p>The talk was high-level. There was no meaningful discussion of products, timing, sales, or challenges. Both laid out an optimistic vision of how AI would change the world. Musk believes work will be “optional” one day. Huang believes people can be busier, but more productive, pursuing new, interesting ideas.</p><p style=\"text-align: start;\">For investors, the talk was just another sign that AI is the future for Tesla. Its current $1.3 trillion valuation depends on it.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","TSLA":"特斯拉","LU0557290698.USD":"施罗德环球可持续增长基金","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4549":"软银资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","BK4548":"巴美列捷福持仓","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","NVDA":"英伟达","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","BK4554":"元宇宙及AR概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","BK4555":"新能源车","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2585150549","content_text":"Tesla stock rose early Thursday—then fell. Investors can thank Nvidia for both things.Shares of the electric-vehicle maker traded as high as $428.94 before closing at $395.04, down 2.2%. That’s the first close below $400 since September. The S&P 500 and Dow Jones Industrial Average, both higher early in the day, lost 1.6% and 0.8%, respectively.Early on, the entire market seemed to breathe a sigh of relief after Nvidia’s fiscal third-quarter earnings report on Wednesday night. The AI chip maker reported sales of $57 billion, ahead of Wall Street’s $55 billion estimate. Revenue for the fourth quarter is expected to be about $65 billion, up from about $39 billion in the year-ago quarter. Analysts were projecting fourth-quarter sales of about $62 billion at the start of November.The solid earnings report was needed. Fears of an AI bubble were spreading across Wall Street, wrote Wedbush analyst Dan Ives. Nvidia’s earnings were a “pop the champagne moment,” added Ives. “This is another validation point for the AI Revolution, and in our view, we are in the Top of the third inning of this AI game.”Investors aren’t so sure, and gains didn’t last. Nvidia’s stock traded as high as $196 on Thursday before declining to $180.64, down 3.2%.Why Nvidia’s earnings have an impact on the market, or Tesla, isn’t a mystery. AI and the Magnificent Seven have come to dominate the market, accounting for about 35% of the S&P 500’s $60 trillion market value.Tesla, for its part, has become an AI stock, with investors believing AI-trained robots and cars will drive explosive growth in the coming years.Tesla CEO Elon Musk and Nvidia CEO Jensen Huang took questions together at the U.S.-Saudi Arabia investment conference.The talk was high-level. There was no meaningful discussion of products, timing, sales, or challenges. Both laid out an optimistic vision of how AI would change the world. Musk believes work will be “optional” one day. Huang believes people can be busier, but more productive, pursuing new, interesting ideas.For investors, the talk was just another sign that AI is the future for Tesla. Its current $1.3 trillion valuation depends on it.","news_type":1,"symbols_score_info":{"TSLA":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435347504083272,"gmtCreate":1747304298938,"gmtModify":1747304303054,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"consensus estimate of $237.24 billion!? Crazy even amazon cannot reach&nbsp;","listText":"consensus estimate of $237.24 billion!? Crazy even amazon cannot reach&nbsp;","text":"consensus estimate of $237.24 billion!? Crazy even amazon cannot reach","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435347504083272","repostId":"2535193178","repostType":2,"repost":{"id":"2535193178","kind":"highlight","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":1747301780,"share":"https://ttm.financial/m/news/2535193178?lang=en_US&edition=fundamental","pubTime":"2025-05-15 17:36","market":"us","language":"en","title":"Alibaba Group Holding Q4 Adj. EPS $1.73 Misses $12.94 Estimate, Sales $32.58B Miss $237.24B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2535193178","media":"Benzinga","summary":"Alibaba Group Holding (NYSE:BABA) reported quarterly earnings of $1.73 per share which missed the analyst consensus estimate of $12.94 by 86.63 percent. This is a 23.57 percent increase over earnings of $1.40 per share","content":"<html><body><p>Alibaba Group Holding (NYSE:BABA) reported quarterly earnings of $1.73 per share which missed the analyst consensus estimate of $12.94 by 86.63 percent. This is a 23.57 percent increase over earnings of $1.40 per share from the same period last year.  The company reported quarterly sales of $32.58 billion which missed the analyst consensus estimate of $237.24 billion by 86.27 percent.  This is a 6.04 percent increase over sales of $30.73 billion the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Group Holding Q4 Adj. EPS $1.73 Misses $12.94 Estimate, Sales $32.58B Miss $237.24B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Group Holding Q4 Adj. EPS $1.73 Misses $12.94 Estimate, Sales $32.58B Miss $237.24B Estimate\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\">2025-05-15 17:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Alibaba Group Holding (NYSE:BABA) reported quarterly earnings of $1.73 per share which missed the analyst consensus estimate of $12.94 by 86.63 percent. This is a 23.57 percent increase over earnings of $1.40 per share from the same period last year.  The company reported quarterly sales of $32.58 billion which missed the analyst consensus estimate of $237.24 billion by 86.27 percent.  This is a 6.04 percent increase over sales of $30.73 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.benzinga.com/news/earnings/25/05/45430815/alibaba-group-holding-q4-adj-eps-1-73-misses-12-94-estimate-sales-32-58b-miss-237-24b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2535193178","content_text":"Alibaba Group Holding (NYSE:BABA) reported quarterly earnings of $1.73 per share which missed the analyst consensus estimate of $12.94 by 86.63 percent. This is a 23.57 percent increase over earnings of $1.40 per share from the same period last year.  The company reported quarterly sales of $32.58 billion which missed the analyst consensus estimate of $237.24 billion by 86.27 percent.  This is a 6.04 percent increase over sales of $30.73 billion the same period last year.","news_type":1,"symbols_score_info":{"09988":1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":2031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435348817555456,"gmtCreate":1747304255766,"gmtModify":1747304259445,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Cons","listText":"Cons","text":"Cons","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435348817555456","repostId":"2535193178","repostType":2,"repost":{"id":"2535193178","kind":"highlight","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":1747301780,"share":"https://ttm.financial/m/news/2535193178?lang=en_US&edition=fundamental","pubTime":"2025-05-15 17:36","market":"us","language":"en","title":"Alibaba Group Holding Q4 Adj. EPS $1.73 Misses $12.94 Estimate, Sales $32.58B Miss $237.24B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2535193178","media":"Benzinga","summary":"Alibaba Group Holding (NYSE:BABA) reported quarterly earnings of $1.73 per share which missed the analyst consensus estimate of $12.94 by 86.63 percent. This is a 23.57 percent increase over earnings of $1.40 per share","content":"<html><body><p>Alibaba Group Holding (NYSE:BABA) reported quarterly earnings of $1.73 per share which missed the analyst consensus estimate of $12.94 by 86.63 percent. This is a 23.57 percent increase over earnings of $1.40 per share from the same period last year.  The company reported quarterly sales of $32.58 billion which missed the analyst consensus estimate of $237.24 billion by 86.27 percent.  This is a 6.04 percent increase over sales of $30.73 billion the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Group Holding Q4 Adj. EPS $1.73 Misses $12.94 Estimate, Sales $32.58B Miss $237.24B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Group Holding Q4 Adj. EPS $1.73 Misses $12.94 Estimate, Sales $32.58B Miss $237.24B Estimate\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\">2025-05-15 17:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Alibaba Group Holding (NYSE:BABA) reported quarterly earnings of $1.73 per share which missed the analyst consensus estimate of $12.94 by 86.63 percent. This is a 23.57 percent increase over earnings of $1.40 per share from the same period last year.  The company reported quarterly sales of $32.58 billion which missed the analyst consensus estimate of $237.24 billion by 86.27 percent.  This is a 6.04 percent increase over sales of $30.73 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.benzinga.com/news/earnings/25/05/45430815/alibaba-group-holding-q4-adj-eps-1-73-misses-12-94-estimate-sales-32-58b-miss-237-24b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2535193178","content_text":"Alibaba Group Holding (NYSE:BABA) reported quarterly earnings of $1.73 per share which missed the analyst consensus estimate of $12.94 by 86.63 percent. This is a 23.57 percent increase over earnings of $1.40 per share from the same period last year.  The company reported quarterly sales of $32.58 billion which missed the analyst consensus estimate of $237.24 billion by 86.27 percent.  This is a 6.04 percent increase over sales of $30.73 billion the same period last year.","news_type":1,"symbols_score_info":{"09988":1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":2269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":431776195039528,"gmtCreate":1746437201202,"gmtModify":1746437205038,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Wow a Hollysick man!","listText":"Wow a Hollysick man!","text":"Wow a Hollysick man!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/431776195039528","repostId":"2533221803","repostType":2,"repost":{"id":"2533221803","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1746435322,"share":"https://ttm.financial/m/news/2533221803?lang=en_US&edition=fundamental","pubTime":"2025-05-05 16:55","market":"nz","language":"en","title":"Media Stocks Fall As Trump Orders 100% Tariff on Foreign-Made Movies to Save \"Dying\" Hollywood","url":"https://stock-news.laohu8.com/highlight/detail?id=2533221803","media":"Reuters","summary":"UPDATE 4-Trump orders 100% tariff on foreign-made movies to save 'dying' HollywoodTrump says authorizing agencies to start process of imposing tariff Commerce Secretary Lutnick posts on X: 'We're on it.'Trump says US movie industry dying a 'very fast death'Australia, New Zealand vow to support their film industriesAdds response from Australia and New Zealand paragraph 12By Andrea Shalal and Tim Reid. WASHINGTON, May 4  - U.S. President Donald Trump on Sunday announced a 100% tariff on movies produced outside the country, saying the American movie industry was dying a \"very fast death\" due to the incentives that other countries were offering to lure filmmakers.\"This is a concerted effort by other Nations and, therefore, a National Security threat. It is, in addition to everything else, messaging and propaganda,\" Trump said on Truth Social.Trump said he was authorizing the relevant government agencies, such as the Department of Commerce, to immediately begin the process of imposing a 100","content":"<html><head></head><body><p>Media stocks fell in premarket trading. Netflix, Warner Bros Discovery fell 3%; Disney fell 2%; Paramount and Amazon fell 1%; Comcast fell 0.6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0fdb42eb94c2a248bdf2a05ad25d70c6\" tg-width=\"328\" tg-height=\"189\"/></p><p>U.S. President Donald Trump on Sunday announced a 100% tariff on movies produced outside the country, saying the American movie industry was dying a &#34;very fast death&#34; due to the incentives that other countries were offering to lure filmmakers.</p><p>&#34;This is a concerted effort by other Nations and, therefore, a National Security threat. It is, in addition to everything else, messaging and propaganda,&#34; Trump said on Truth Social.</p><p>Trump said he was authorizing the relevant government agencies, such as the Department of Commerce, to immediately begin the process of imposing a 100% tariff on all films produced abroad that are then sent into the United States.</p><p>He added: &#34;WE WANT MOVIES MADE IN AMERICA, AGAIN!&#34;</p><p>Commerce Secretary Howard Lutnick said on X: &#34;We&#39;re on it.&#34;</p><p>Neither Lutnick nor Trump provided any details on how the tariffs would be implemented.</p><p>It was unclear if the tariffs would apply to movies on streaming services as well as those shown in theaters, or if they would be calculated based on production costs or box office revenue. Hollywood executives were trying to sort out details on Sunday night. The Motion Picture Association, which represents the major studios, had no immediate comment.</p><p>In January, Trump appointed Hollywood veterans Jon Voight, Sylvester Stallone and Mel Gibson to bring Hollywood back &#34;bigger, better and stronger than ever before.&#34;</p><p>Movie and TV production has been exiting Hollywood for years, heading to locations with tax incentives that make filming cheaper.</p><p>Governments around the world have increased credits and cash rebates to attract productions and capture a greater share of the $248 billion that Ampere Analysis predicts will be spent globally in 2025 to produce content.</p><p>All major media companies, including Walt Disney, Netflix and Universal Pictures, film overseas in countries such as Canada and Britain.</p><p>On Monday, leaders in Australia and New Zealand responded to Trump&#39;s tariff announcement by saying they would advocate for their local industries. Some Marvel superhero movies have been filmed in Australia, while New Zealand was the backdrop for &#34;The Lord of the Rings&#34; films.</p><h3 id=\"id_1400677424\">&#39;LOT MORE TO LOSE THAN TO GAIN&#39;</h3><p>In 2023, about half of the spending by U.S. producers on movie and TV projects with budgets of more than $40 million went outside the U.S., according to research firm ProdPro.</p><p>Film and television production has fallen by nearly 40% over the last decade in Hollywood&#39;s home city of Los Angeles, according to FilmLA, a non-profit that tracks the region&#39;s production.</p><p>The January wildfires accelerated concerns that producers may look outside Los Angeles, and that camera operators, costume designers, sound technicians and other behind-the-scenes workers may move out of town rather than try to rebuild in their neighborhoods.</p><p>A ProdPro survey of executives found California was the sixth most preferred place to film in the next two years, behind Toronto, Britain, Vancouver, Central Europe and Australia.</p><p>Hollywood producers and labor unions have been urging Governor Gavin Newsom to boost the state&#39;s tax incentives to better compete with other locations.</p><p>Trump&#39;s proposed movie tariff follows a series of trade conflicts initiated by his administration, which have roiled markets and led to fears of a U.S. recession.</p><p>Former senior Commerce official William Reinsch, a senior fellow with the Center for Strategic and International Studies, said retaliation against Trump&#39;s film tariffs would be devastating.</p><p>&#34;The retaliation will kill our industry. We have a lot more to lose than to gain,&#34; he said, adding it would be difficult to make a national security or national emergency case for movies.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Media Stocks Fall As Trump Orders 100% Tariff on Foreign-Made Movies to Save \"Dying\" Hollywood</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\">\nMedia Stocks Fall As Trump Orders 100% Tariff on Foreign-Made Movies to Save \"Dying\" Hollywood\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-05-05 16:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Media stocks fell in premarket trading. Netflix, Warner Bros Discovery fell 3%; Disney fell 2%; Paramount and Amazon fell 1%; Comcast fell 0.6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0fdb42eb94c2a248bdf2a05ad25d70c6\" tg-width=\"328\" tg-height=\"189\"/></p><p>U.S. President Donald Trump on Sunday announced a 100% tariff on movies produced outside the country, saying the American movie industry was dying a &#34;very fast death&#34; due to the incentives that other countries were offering to lure filmmakers.</p><p>&#34;This is a concerted effort by other Nations and, therefore, a National Security threat. It is, in addition to everything else, messaging and propaganda,&#34; Trump said on Truth Social.</p><p>Trump said he was authorizing the relevant government agencies, such as the Department of Commerce, to immediately begin the process of imposing a 100% tariff on all films produced abroad that are then sent into the United States.</p><p>He added: &#34;WE WANT MOVIES MADE IN AMERICA, AGAIN!&#34;</p><p>Commerce Secretary Howard Lutnick said on X: &#34;We&#39;re on it.&#34;</p><p>Neither Lutnick nor Trump provided any details on how the tariffs would be implemented.</p><p>It was unclear if the tariffs would apply to movies on streaming services as well as those shown in theaters, or if they would be calculated based on production costs or box office revenue. Hollywood executives were trying to sort out details on Sunday night. The Motion Picture Association, which represents the major studios, had no immediate comment.</p><p>In January, Trump appointed Hollywood veterans Jon Voight, Sylvester Stallone and Mel Gibson to bring Hollywood back &#34;bigger, better and stronger than ever before.&#34;</p><p>Movie and TV production has been exiting Hollywood for years, heading to locations with tax incentives that make filming cheaper.</p><p>Governments around the world have increased credits and cash rebates to attract productions and capture a greater share of the $248 billion that Ampere Analysis predicts will be spent globally in 2025 to produce content.</p><p>All major media companies, including Walt Disney, Netflix and Universal Pictures, film overseas in countries such as Canada and Britain.</p><p>On Monday, leaders in Australia and New Zealand responded to Trump&#39;s tariff announcement by saying they would advocate for their local industries. Some Marvel superhero movies have been filmed in Australia, while New Zealand was the backdrop for &#34;The Lord of the Rings&#34; films.</p><h3 id=\"id_1400677424\">&#39;LOT MORE TO LOSE THAN TO GAIN&#39;</h3><p>In 2023, about half of the spending by U.S. producers on movie and TV projects with budgets of more than $40 million went outside the U.S., according to research firm ProdPro.</p><p>Film and television production has fallen by nearly 40% over the last decade in Hollywood&#39;s home city of Los Angeles, according to FilmLA, a non-profit that tracks the region&#39;s production.</p><p>The January wildfires accelerated concerns that producers may look outside Los Angeles, and that camera operators, costume designers, sound technicians and other behind-the-scenes workers may move out of town rather than try to rebuild in their neighborhoods.</p><p>A ProdPro survey of executives found California was the sixth most preferred place to film in the next two years, behind Toronto, Britain, Vancouver, Central Europe and Australia.</p><p>Hollywood producers and labor unions have been urging Governor Gavin Newsom to boost the state&#39;s tax incentives to better compete with other locations.</p><p>Trump&#39;s proposed movie tariff follows a series of trade conflicts initiated by his administration, which have roiled markets and led to fears of a U.S. recession.</p><p>Former senior Commerce official William Reinsch, a senior fellow with the Center for Strategic and International Studies, said retaliation against Trump&#39;s film tariffs would be devastating.</p><p>&#34;The retaliation will kill our industry. We have a lot more to lose than to gain,&#34; he said, adding it would be difficult to make a national security or national emergency case for movies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","CMCSA":"康卡斯特","DIS":"迪士尼","NFLX":"奈飞"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250505:nL1N3RC08Y:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533221803","content_text":"Media stocks fell in premarket trading. Netflix, Warner Bros Discovery fell 3%; Disney fell 2%; Paramount and Amazon fell 1%; Comcast fell 0.6%.U.S. President Donald Trump on Sunday announced a 100% tariff on movies produced outside the country, saying the American movie industry was dying a \"very fast death\" due to the incentives that other countries were offering to lure filmmakers.\"This is a concerted effort by other Nations and, therefore, a National Security threat. It is, in addition to everything else, messaging and propaganda,\" Trump said on Truth Social.Trump said he was authorizing the relevant government agencies, such as the Department of Commerce, to immediately begin the process of imposing a 100% tariff on all films produced abroad that are then sent into the United States.He added: \"WE WANT MOVIES MADE IN AMERICA, AGAIN!\"Commerce Secretary Howard Lutnick said on X: \"We're on it.\"Neither Lutnick nor Trump provided any details on how the tariffs would be implemented.It was unclear if the tariffs would apply to movies on streaming services as well as those shown in theaters, or if they would be calculated based on production costs or box office revenue. Hollywood executives were trying to sort out details on Sunday night. The Motion Picture Association, which represents the major studios, had no immediate comment.In January, Trump appointed Hollywood veterans Jon Voight, Sylvester Stallone and Mel Gibson to bring Hollywood back \"bigger, better and stronger than ever before.\"Movie and TV production has been exiting Hollywood for years, heading to locations with tax incentives that make filming cheaper.Governments around the world have increased credits and cash rebates to attract productions and capture a greater share of the $248 billion that Ampere Analysis predicts will be spent globally in 2025 to produce content.All major media companies, including Walt Disney, Netflix and Universal Pictures, film overseas in countries such as Canada and Britain.On Monday, leaders in Australia and New Zealand responded to Trump's tariff announcement by saying they would advocate for their local industries. Some Marvel superhero movies have been filmed in Australia, while New Zealand was the backdrop for \"The Lord of the Rings\" films.'LOT MORE TO LOSE THAN TO GAIN'In 2023, about half of the spending by U.S. producers on movie and TV projects with budgets of more than $40 million went outside the U.S., according to research firm ProdPro.Film and television production has fallen by nearly 40% over the last decade in Hollywood's home city of Los Angeles, according to FilmLA, a non-profit that tracks the region's production.The January wildfires accelerated concerns that producers may look outside Los Angeles, and that camera operators, costume designers, sound technicians and other behind-the-scenes workers may move out of town rather than try to rebuild in their neighborhoods.A ProdPro survey of executives found California was the sixth most preferred place to film in the next two years, behind Toronto, Britain, Vancouver, Central Europe and Australia.Hollywood producers and labor unions have been urging Governor Gavin Newsom to boost the state's tax incentives to better compete with other locations.Trump's proposed movie tariff follows a series of trade conflicts initiated by his administration, which have roiled markets and led to fears of a U.S. recession.Former senior Commerce official William Reinsch, a senior fellow with the Center for Strategic and International Studies, said retaliation against Trump's film tariffs would be devastating.\"The retaliation will kill our industry. We have a lot more to lose than to gain,\" he said, adding it would be difficult to make a national security or national emergency case for movies.","news_type":1,"symbols_score_info":{"DIS":1.1,"AMZN":1.1,"CMCSA":1.1,"NFLX":1.1}},"isVote":1,"tweetType":1,"viewCount":2108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":430065388126728,"gmtCreate":1746019688028,"gmtModify":1746023185705,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"🤣 this is what Mr Trump praised for his first 100 days. Well done Mr President! It is an amazing in US history.&nbsp;","listText":"🤣 this is what Mr Trump praised for his first 100 days. Well done Mr President! It is an amazing in US history.&nbsp;","text":"🤣 this is what Mr Trump praised for his first 100 days. Well done Mr President! It is an amazing in US history.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/430065388126728","repostId":"1170721510","repostType":2,"repost":{"id":"1170721510","kind":"news","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1746019514,"share":"https://ttm.financial/m/news/1170721510?lang=en_US&edition=fundamental","pubTime":"2025-04-30 21:25","market":"us","language":"en","title":"Trump Blames Biden \"Overhang\" After GDP Shrinks in First Quarter, Says Growth Will \"Take a While\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1170721510","media":"Reuters","summary":"WASHINGTON, April 30  - U.S. President Donald Trump said on Wednesday that Americans should be patient in the face of a first quarter economic contraction, arguing that his tariffs would eventually lead to a boom in the U.S. economy.The economy shrank in the first quarter, weighed down by a deluge of goods imported by businesses eager to avoid higher costs, underscoring the disruptive nature of Trump's often chaotic tariff policy.Republican Trump blamed his Democratic predecessor, Joe Biden, for","content":"<html><head></head><body><p>WASHINGTON, April 30 (Reuters) - U.S. President Donald Trump said on Wednesday that Americans should be patient in the face of a first quarter economic contraction, arguing that his tariffs would eventually lead to a boom in the U.S. economy.</p><p>The economy shrank in the first quarter, weighed down by a deluge of goods imported by businesses eager to avoid higher costs, underscoring the disruptive nature of Trump&#39;s often chaotic tariff policy.</p><p>Republican Trump blamed his Democratic predecessor, Joe Biden, for the poor showing.</p><p>&#34;This is Biden’s Stock Market, not Trump’s,&#34; he said. &#34;Our Country will boom, but we have to get rid of the Biden &#39;Overhang.&#39;</p><p>Trump added: &#34;This will take a while, has NOTHING TO DO WITH TARIFFS, only that he left us with bad numbers, but when the boom begins, it will be like no other. BE PATIENT!!!&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/17e35930556ae432abd8d427c249ad79\" title=\"\" tg-width=\"716\" tg-height=\"338\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Blames Biden \"Overhang\" After GDP Shrinks in First Quarter, Says Growth Will \"Take a While\"</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\">\nTrump Blames Biden \"Overhang\" After GDP Shrinks in First Quarter, Says Growth Will \"Take a While\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-04-30 21:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, April 30 (Reuters) - U.S. President Donald Trump said on Wednesday that Americans should be patient in the face of a first quarter economic contraction, arguing that his tariffs would eventually lead to a boom in the U.S. economy.</p><p>The economy shrank in the first quarter, weighed down by a deluge of goods imported by businesses eager to avoid higher costs, underscoring the disruptive nature of Trump&#39;s often chaotic tariff policy.</p><p>Republican Trump blamed his Democratic predecessor, Joe Biden, for the poor showing.</p><p>&#34;This is Biden’s Stock Market, not Trump’s,&#34; he said. &#34;Our Country will boom, but we have to get rid of the Biden &#39;Overhang.&#39;</p><p>Trump added: &#34;This will take a while, has NOTHING TO DO WITH TARIFFS, only that he left us with bad numbers, but when the boom begins, it will be like no other. BE PATIENT!!!&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/17e35930556ae432abd8d427c249ad79\" title=\"\" tg-width=\"716\" tg-height=\"338\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170721510","content_text":"WASHINGTON, April 30 (Reuters) - U.S. President Donald Trump said on Wednesday that Americans should be patient in the face of a first quarter economic contraction, arguing that his tariffs would eventually lead to a boom in the U.S. economy.The economy shrank in the first quarter, weighed down by a deluge of goods imported by businesses eager to avoid higher costs, underscoring the disruptive nature of Trump's often chaotic tariff policy.Republican Trump blamed his Democratic predecessor, Joe Biden, for the poor showing.\"This is Biden’s Stock Market, not Trump’s,\" he said. \"Our Country will boom, but we have to get rid of the Biden 'Overhang.'Trump added: \"This will take a while, has NOTHING TO DO WITH TARIFFS, only that he left us with bad numbers, but when the boom begins, it will be like no other. BE PATIENT!!!\"","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":425329142919400,"gmtCreate":1744849321755,"gmtModify":1744853624505,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"They wrote \" charge\" but indeee \"The statement comes after Nvidia said it would incur $5.5 billion in costs related to canceled orders for the H20 chip.\" For year 2026. If Nvidia convince white house that they should not ban sell then nothing happen.","listText":"They wrote \" charge\" but indeee \"The statement comes after Nvidia said it would incur $5.5 billion in costs related to canceled orders for the H20 chip.\" For year 2026. If Nvidia convince white house that they should not ban sell then nothing happen.","text":"They wrote \" charge\" but indeee \"The statement comes after Nvidia said it would incur $5.5 billion in costs related to canceled orders for the H20 chip.\" For year 2026. If Nvidia convince white house that they should not ban sell then nothing happen.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/425329142919400","repostId":"2527824952","repostType":2,"isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402612848714032,"gmtCreate":1739321626175,"gmtModify":1739321629304,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Price should down 50% more","listText":"Price should down 50% more","text":"Price should down 50% more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402612848714032","repostId":"2510357022","repostType":2,"isVote":1,"tweetType":1,"viewCount":2649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399442207862920,"gmtCreate":1738545550434,"gmtModify":1738545554512,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"🐋 paid for his writing. 🐋 need good reasons for selling any stock 🐋 want","listText":"🐋 paid for his writing. 🐋 need good reasons for selling any stock 🐋 want","text":"🐋 paid for his writing. 🐋 need good reasons for selling any stock 🐋 want","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399442207862920","repostId":"2508918158","repostType":2,"repost":{"id":"2508918158","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738542000,"share":"https://ttm.financial/m/news/2508918158?lang=en_US&edition=fundamental","pubTime":"2025-02-03 08:20","market":"us","language":"en","title":"The Blogger Who Helped Spark Nvidia’s $600 Billion Stock Collapse and a Panic in Silicon Valley","url":"https://stock-news.laohu8.com/highlight/detail?id=2508918158","media":"Dow Jones","summary":"Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspecti","content":"<html><head></head><body><p>Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e96867b1e4f3cf79161a2c8438cfe13\" alt=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" title=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" tg-width=\"923\" tg-height=\"639\"/><span>Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.</span></p><p>Last Friday afternoon, Jeffrey Emanuel sat down in his Brooklyn apartment and started writing a blog post. For hours, he pounded away on his keyboard while his wife kept their young children occupied and brought him food. Emanuel worked late into the night, and by early Saturday morning he had written nearly 12,000 words.</p><p style=\"text-align: start;\">Emanuel’s manifesto made the case for shorting the hottest company in the stock market, Nvidia Corp., due to a number of shifting tides in the artificial-intelligence world, including the emergence of a China-based company called DeepSeek. He published his thesis on his personal blog and then shared it with theValue Investors Club websiteand across Reddit, X and other platforms. When he checked his blog’s analytics later on Saturday morning, Emanuel saw that 35 people were reading the post. Not bad traffic for a personal blog built into the website of his YouTube transcription-service side project, he thought. </p><p>But then the post started to go viral.</p><p>By Saturday night, Emanuel could see that 1,500 people across the world were reading his blog post at a given moment. Well-known venture capitalist Chamath Palihapitiya shared Emanuel’s post on Nvidia’s short case with his 1.8 million X followers. Successful early stage investor Naval Ravikant shared the post with his 2.6 million followers. Jared Friedman, a partner at venture-capital firm Y Combinator, referred to it in a post that was reposted by the official Y Combinator account. Morgan Brown, a vice president of product and growth at Dropbox, pointed to it in a thread that was viewed over 13 million times. Emanuel’s own X post got nearly half a million views. He also quickly gained about 13,000 followers on the platform, going from about 2,000 to more than 15,000 followers.</p><p>In an interview with MarketWatch, Emanuel said that at one point the traffic crashed his website, so people started sharing an archive link, which his website-analytics tool couldn’t track.</p><p>But one thing it did pick up was that by the end of the night, the city with the most concurrent readers was San Jose, Calif. — near where Nvidia’s corporate headquarters is located.</p><p style=\"text-align: start;\">Emanuel’s argument shook Silicon Valley not because he claimed that the big U.S. technology companies were misleading or deceitful. His main point was simply that they were nowhere near as smart and efficient as Wall Street was touting them as. The big tech companies had built and trained their artificial-intelligence breakthroughs using tremendous amounts of data and advanced computing resources that required them to pay for Nvidia’s data-center hardware, which is sold at very high gross margins. Emanuel pointed out that a China-based company, DeepSeek, had recently launched its own top-notch AI product using fewer expensive chips. In other words, DeepSeek had achieved what the big AI companies had, but with far less money. What countless Wall Street firms and investment analysts had seemingly missed was being pointed out by some guy in his apartment.</p><p style=\"text-align: start;\">Then on Monday things got real. Nvidia’s stock plummeted about 12.5% at market open and continued falling from there. By the end of the day, the slide had wiped out nearly $600 billion from Nvidia’s market capitalization — the largest single-day market-cap drop to date for any company.</p><p style=\"text-align: start;\">Matt Levine, the prominent Bloomberg News financial columnist, noted the online chatter that claimed Emanuel’s post “was an important catalyst” for the stock-market selloff and said it was a “candidate for the most impactful short research report ever.” </p><p style=\"text-align: start;\">Emanuel spent the rest of the week booked solid as hedge funds paid him $1,000 per hour to speak on the phone and give his take on Nvidia and AI. </p><p>“I’m so exhausted, I’m losing my voice practically,” said Emanuel. “It’s been the most surreal experience of my life.”</p><h3 id=\"id_161376724\" style=\"text-align: start;\">Contrarian call</h3><p style=\"text-align: start;\">As Emanuel noted in his blog post, “The Short Case for Nvidia Stock,” he has professional experience working in financial markets. A native of New Rochelle, N.Y., Emanuel studied math at Reed College in Portland, Ore., before heading to Wall Street, where he worked at several investment funds, including as an analyst at Millennium Management and Balyasny Asset Management, two of the biggest multimanager hedge funds. </p><p style=\"text-align: start;\">But Emanuel, 42, also told MarketWatch that he’s been obsessed with neural networks since 1998 and was an early adopter of both crypto and AI. In 2021, Emanuel ditched Wall Street and started Pastel Networks, a blockchain company that provides decentralized storage, AI solutions and other services for Web3 developers. But he continued to carefully follow developments in Silicon Valley and the stock market. This experience in both the investing and the tech worlds led him to conclude that Nvidia is overvalued.</p><p style=\"text-align: start;\">Last Friday he was chatting with a friend who works at a hedge fund about why he thought Nvidia’s days of outperformance were numbered. This was a few days after DeepSeek released its R1 model and nobody on Wall Street seemed to notice. </p><p style=\"text-align: start;\">“Every single bank has a super-bullish buy rating on Nvidia. It’s like the blind leading the blind — they have absolutely no idea what they’re talking about,” Emanuel told MarketWatch. “All of their arguments have become totally divorced from reality.”</p><p style=\"text-align: start;\">MarketWatch checked this claim and found that 61 out of 67 analysts rated Nvidia as a buy as of the morning of Jan. 31. Six analysts, including one from Deutsche Bank, gave the stock a hold rating. None gave it a sell rating.</p><p style=\"text-align: start;\">“They try to defend their arguments by saying, ‘Well, we talk to industry experts.’ But that’s like asking the barber if you need a haircut,” Emanuel said.</p><p style=\"text-align: start;\">Emanuel’s argument ran counter to the bullish Wall Street sentiment that has surrounded Nvidia during its epic run. Nvidia has helped drive the entire U.S. stock market over the past year. In 2024, it became the largest U.S. company by market cap and one of the most actively traded stocks by retail investors, and its 171.2% gain helped lift the S&amp;P 500 by 23.3% last year.</p><p style=\"text-align: start;\">Throughout this time, Nvidia investors were pricing in that it would be one of the — if not the single — main beneficiary of the AI craze. The market saw big tech companies like Microsoft, Meta and Google parent Alphabet spending hundreds of billions of dollarsto gobble up Nvidia’s hardware to build their AI data centers, and it expected that money to keep flowing as long as Nvidia’s GPUs were better than the competition’s.</p><h3 id=\"id_2797493039\" style=\"text-align: start;\">The short case</h3><p style=\"text-align: start;\">The gist of Emanuel’s argument is as follows:</p><p style=\"text-align: start;\">Some of the most influential tech companies have determined that deep learning and AI are the biggest technological advances since the advent of the internet. In order to integrate that technology into their businesses, those companies have to build and train their AI, which takes a lot of data and computing resources. Nvidia sells the key hardware these companies need, and the margins on its most sophisticated chips are enormous. </p><p style=\"text-align: start;\">But a few things are changing that are proving this might not be sustainable, Emanuel says. </p><p style=\"text-align: start;\">For one, AI companies have been using scaling laws that essentially say the more data that is used to train an AI model, the better it gets. But Emanuel wrote that the industry may be running low on quality data to train that AI — that is, a potential “data wall” is looming that could slow down AI scaling and reduce some of that need for training resources.</p><p style=\"text-align: start;\">Emanuel also posed the question of what happens to the training hardware after the AI is trained. GPUs are constantly getting exponentially better, so after a few years, companies might not want to use old hardware anymore. This puts them on a cycle where they’re always spending more to get the best hardware. But eventually, those companies are going to want to see a return on their hefty investment.</p><p style=\"text-align: start;\">Some of these companies, like Alphabet, have also been investing in building out their own semiconductor chips. For a while, Nvidia’s hardware has been the best for training AI, but that might not be the case forever as more companies, such as Cerebras, build better hardware. And other GPU makers like Advanced Micro Devices are updating their drivers software to be more competitive with Nvidia.</p><p style=\"text-align: start;\">On top of that, some new AI models are proving to be much more resource-efficient. This is where all the drama with DeepSeek comes in. DeepSeek launched its own AI that’s on par with the likes of OpenAI’s ChatGPT, but the real kicker was that it said it trained its AI in less time using fewer chips.</p><p>Add all these things together — unsustainable spending and data-center building, less training data to work with, better competing hardware and more efficient AI — and you get a future where it’s harder to imagine Nvidia’s customers spending as much as they currently are on Nvidia hardware.</p><p style=\"text-align: start;\">“By the time I finished writing the article, I said, ‘I’m convinced,’” Emanuel told MarketWatch. “It was when I realized that every one of their big hyperscaler customers was literally making their own competitive silicon, all made by [Taiwan Semiconductor], and that was already coming out and was imminently going to hit the market. I was thinking, ‘Do people realize this?’ Because I don’t think they do.”</p><p style=\"text-align: start;\">If training and integrating AI becomes significantly cheaper, why would these big tech companies keep spending obscenely large sums of money?</p><p style=\"text-align: start;\">For Emanuel, this called into question why Nvidia was trading at such a high price-to-earnings ratio.</p><p style=\"text-align: start;\">“If you know that a company will only earn supersized returns for a couple years, you don’t apply a multiple. You certainly don’t put a 30-times multiple,” Emanuel told MarketWatch.</p><p style=\"text-align: start;\">For its part, Nvidia called DeepSeek “an excellent AI advancement and a perfect example of Test Time Scaling” but added that the process of using a trained model to make predictions on new data, or inference, “requires significant numbers of Nvidia GPUs and high-performance networking.”</p><h3 id=\"id_4157639254\" style=\"text-align: start;\">The aftermath</h3><p style=\"text-align: start;\">Emanuel’s call on Nvidia turned out to be prescient. But DeepSeek isn’t exactly new. The startup is open-source and has been publishing technical papers out in the open for the past few months. It announced DeepSeek-V3 at the end of December and then announced DeepSeek-R1 on Jan. 20. The $5.6 million training-cost statistic that many investors cited for sparking the DeepSeek market panic was actually revealed in the V3 technical paper published on Dec. 26.</p><p style=\"text-align: start;\">So knowledge about DeepSeek had already been floating around for a few weeks before the market selloff. Meta Chief Executive Mark Zuckerberg gave DeepSeek a shout-out on the Joe Rogan podcast on Jan. 10, and Scale AI chief executive Alexandr Wang talked about DeepSeek and competitive Chinese AI companies on Jan. 23. Nvidia ended that week higher.</p><p style=\"text-align: start;\">So what was the catalyst that caused Nvidia to crash on Monday? Emanuel has another theory that could help explain it.</p><p style=\"text-align: start;\">He pointed to the fact that so many people in San Jose were reading his blog post. He theorized that many of them were Nvidia employees with thousands — or even millions — of dollars worth of Nvidia stock tied up in employee stock options. With that much money in a single asset, Emanuel speculated that many were already debating whether to hold the stock or sell it to lock in profits. He believes his blog post helped convince some of them to sell.</p><p style=\"text-align: start;\">“A lot of the sell pressure you saw on Monday morning wasn’t necessarily what you might think. I believe a fair amount of that was from shares that had never been active because they had been sitting in workplace.schwab.com accounts — [restricted stock units] that employees got in some cases back in 2003 for nothing,” Emanuel told MarketWatch. “That makes a big difference because everything’s on the margin, and shares that have never moved.”</p><p style=\"text-align: start;\">It may be hard to prove for certain that Emanuel’s post influenced Nvidia employees to sell, but the fact that it went viral on X among the Silicon Valley tech community, and that so many readers were based in San Jose, makes his case plausible.</p><p style=\"text-align: start;\">Emanuel also told MarketWatch that he had been flooded with meeting requests from people at different hedge funds who read his post and wanted to talk to him about AI. That showed that people on Wall Street were paying attention to his blog post and may have placed trades on Monday based on the information he presented.</p><p style=\"text-align: start;\">Those Wall Street firms were also happy to pay top dollar to book Emanuel as a consultant, showing that they took his ideas seriously. Emanuel had done some contract work as an investment analyst on the side in the past, but he raised his hourly rate to $500 after the blog post went viral. When his calendar started filling up, he doubled it to $1,000.</p><p style=\"text-align: start;\">Although Emanuel has been collecting contracting fees because of his bearish call on Nvidia, he said he never actually held a short position on the stock.</p><p style=\"text-align: start;\">“I’m just writing out of intellectual curiosity, not to make money directly,” he told MarketWatch. “I didn’t come in with an agenda and try to prove a conclusion. I’m the most bullish on AI.”</p><p style=\"text-align: start;\">And while the points Emanuel laid out in his blog post might be bearish for Nvidia, he still thinks they paint a positive future for AI.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Blogger Who Helped Spark Nvidia’s $600 Billion Stock Collapse and a Panic in Silicon Valley</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\">\nThe Blogger Who Helped Spark Nvidia’s $600 Billion Stock Collapse and a Panic in Silicon Valley\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-03 08:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e96867b1e4f3cf79161a2c8438cfe13\" alt=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" title=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" tg-width=\"923\" tg-height=\"639\"/><span>Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.</span></p><p>Last Friday afternoon, Jeffrey Emanuel sat down in his Brooklyn apartment and started writing a blog post. For hours, he pounded away on his keyboard while his wife kept their young children occupied and brought him food. Emanuel worked late into the night, and by early Saturday morning he had written nearly 12,000 words.</p><p style=\"text-align: start;\">Emanuel’s manifesto made the case for shorting the hottest company in the stock market, Nvidia Corp., due to a number of shifting tides in the artificial-intelligence world, including the emergence of a China-based company called DeepSeek. He published his thesis on his personal blog and then shared it with theValue Investors Club websiteand across Reddit, X and other platforms. When he checked his blog’s analytics later on Saturday morning, Emanuel saw that 35 people were reading the post. Not bad traffic for a personal blog built into the website of his YouTube transcription-service side project, he thought. </p><p>But then the post started to go viral.</p><p>By Saturday night, Emanuel could see that 1,500 people across the world were reading his blog post at a given moment. Well-known venture capitalist Chamath Palihapitiya shared Emanuel’s post on Nvidia’s short case with his 1.8 million X followers. Successful early stage investor Naval Ravikant shared the post with his 2.6 million followers. Jared Friedman, a partner at venture-capital firm Y Combinator, referred to it in a post that was reposted by the official Y Combinator account. Morgan Brown, a vice president of product and growth at Dropbox, pointed to it in a thread that was viewed over 13 million times. Emanuel’s own X post got nearly half a million views. He also quickly gained about 13,000 followers on the platform, going from about 2,000 to more than 15,000 followers.</p><p>In an interview with MarketWatch, Emanuel said that at one point the traffic crashed his website, so people started sharing an archive link, which his website-analytics tool couldn’t track.</p><p>But one thing it did pick up was that by the end of the night, the city with the most concurrent readers was San Jose, Calif. — near where Nvidia’s corporate headquarters is located.</p><p style=\"text-align: start;\">Emanuel’s argument shook Silicon Valley not because he claimed that the big U.S. technology companies were misleading or deceitful. His main point was simply that they were nowhere near as smart and efficient as Wall Street was touting them as. The big tech companies had built and trained their artificial-intelligence breakthroughs using tremendous amounts of data and advanced computing resources that required them to pay for Nvidia’s data-center hardware, which is sold at very high gross margins. Emanuel pointed out that a China-based company, DeepSeek, had recently launched its own top-notch AI product using fewer expensive chips. In other words, DeepSeek had achieved what the big AI companies had, but with far less money. What countless Wall Street firms and investment analysts had seemingly missed was being pointed out by some guy in his apartment.</p><p style=\"text-align: start;\">Then on Monday things got real. Nvidia’s stock plummeted about 12.5% at market open and continued falling from there. By the end of the day, the slide had wiped out nearly $600 billion from Nvidia’s market capitalization — the largest single-day market-cap drop to date for any company.</p><p style=\"text-align: start;\">Matt Levine, the prominent Bloomberg News financial columnist, noted the online chatter that claimed Emanuel’s post “was an important catalyst” for the stock-market selloff and said it was a “candidate for the most impactful short research report ever.” </p><p style=\"text-align: start;\">Emanuel spent the rest of the week booked solid as hedge funds paid him $1,000 per hour to speak on the phone and give his take on Nvidia and AI. </p><p>“I’m so exhausted, I’m losing my voice practically,” said Emanuel. “It’s been the most surreal experience of my life.”</p><h3 id=\"id_161376724\" style=\"text-align: start;\">Contrarian call</h3><p style=\"text-align: start;\">As Emanuel noted in his blog post, “The Short Case for Nvidia Stock,” he has professional experience working in financial markets. A native of New Rochelle, N.Y., Emanuel studied math at Reed College in Portland, Ore., before heading to Wall Street, where he worked at several investment funds, including as an analyst at Millennium Management and Balyasny Asset Management, two of the biggest multimanager hedge funds. </p><p style=\"text-align: start;\">But Emanuel, 42, also told MarketWatch that he’s been obsessed with neural networks since 1998 and was an early adopter of both crypto and AI. In 2021, Emanuel ditched Wall Street and started Pastel Networks, a blockchain company that provides decentralized storage, AI solutions and other services for Web3 developers. But he continued to carefully follow developments in Silicon Valley and the stock market. This experience in both the investing and the tech worlds led him to conclude that Nvidia is overvalued.</p><p style=\"text-align: start;\">Last Friday he was chatting with a friend who works at a hedge fund about why he thought Nvidia’s days of outperformance were numbered. This was a few days after DeepSeek released its R1 model and nobody on Wall Street seemed to notice. </p><p style=\"text-align: start;\">“Every single bank has a super-bullish buy rating on Nvidia. It’s like the blind leading the blind — they have absolutely no idea what they’re talking about,” Emanuel told MarketWatch. “All of their arguments have become totally divorced from reality.”</p><p style=\"text-align: start;\">MarketWatch checked this claim and found that 61 out of 67 analysts rated Nvidia as a buy as of the morning of Jan. 31. Six analysts, including one from Deutsche Bank, gave the stock a hold rating. None gave it a sell rating.</p><p style=\"text-align: start;\">“They try to defend their arguments by saying, ‘Well, we talk to industry experts.’ But that’s like asking the barber if you need a haircut,” Emanuel said.</p><p style=\"text-align: start;\">Emanuel’s argument ran counter to the bullish Wall Street sentiment that has surrounded Nvidia during its epic run. Nvidia has helped drive the entire U.S. stock market over the past year. In 2024, it became the largest U.S. company by market cap and one of the most actively traded stocks by retail investors, and its 171.2% gain helped lift the S&amp;P 500 by 23.3% last year.</p><p style=\"text-align: start;\">Throughout this time, Nvidia investors were pricing in that it would be one of the — if not the single — main beneficiary of the AI craze. The market saw big tech companies like Microsoft, Meta and Google parent Alphabet spending hundreds of billions of dollarsto gobble up Nvidia’s hardware to build their AI data centers, and it expected that money to keep flowing as long as Nvidia’s GPUs were better than the competition’s.</p><h3 id=\"id_2797493039\" style=\"text-align: start;\">The short case</h3><p style=\"text-align: start;\">The gist of Emanuel’s argument is as follows:</p><p style=\"text-align: start;\">Some of the most influential tech companies have determined that deep learning and AI are the biggest technological advances since the advent of the internet. In order to integrate that technology into their businesses, those companies have to build and train their AI, which takes a lot of data and computing resources. Nvidia sells the key hardware these companies need, and the margins on its most sophisticated chips are enormous. </p><p style=\"text-align: start;\">But a few things are changing that are proving this might not be sustainable, Emanuel says. </p><p style=\"text-align: start;\">For one, AI companies have been using scaling laws that essentially say the more data that is used to train an AI model, the better it gets. But Emanuel wrote that the industry may be running low on quality data to train that AI — that is, a potential “data wall” is looming that could slow down AI scaling and reduce some of that need for training resources.</p><p style=\"text-align: start;\">Emanuel also posed the question of what happens to the training hardware after the AI is trained. GPUs are constantly getting exponentially better, so after a few years, companies might not want to use old hardware anymore. This puts them on a cycle where they’re always spending more to get the best hardware. But eventually, those companies are going to want to see a return on their hefty investment.</p><p style=\"text-align: start;\">Some of these companies, like Alphabet, have also been investing in building out their own semiconductor chips. For a while, Nvidia’s hardware has been the best for training AI, but that might not be the case forever as more companies, such as Cerebras, build better hardware. And other GPU makers like Advanced Micro Devices are updating their drivers software to be more competitive with Nvidia.</p><p style=\"text-align: start;\">On top of that, some new AI models are proving to be much more resource-efficient. This is where all the drama with DeepSeek comes in. DeepSeek launched its own AI that’s on par with the likes of OpenAI’s ChatGPT, but the real kicker was that it said it trained its AI in less time using fewer chips.</p><p>Add all these things together — unsustainable spending and data-center building, less training data to work with, better competing hardware and more efficient AI — and you get a future where it’s harder to imagine Nvidia’s customers spending as much as they currently are on Nvidia hardware.</p><p style=\"text-align: start;\">“By the time I finished writing the article, I said, ‘I’m convinced,’” Emanuel told MarketWatch. “It was when I realized that every one of their big hyperscaler customers was literally making their own competitive silicon, all made by [Taiwan Semiconductor], and that was already coming out and was imminently going to hit the market. I was thinking, ‘Do people realize this?’ Because I don’t think they do.”</p><p style=\"text-align: start;\">If training and integrating AI becomes significantly cheaper, why would these big tech companies keep spending obscenely large sums of money?</p><p style=\"text-align: start;\">For Emanuel, this called into question why Nvidia was trading at such a high price-to-earnings ratio.</p><p style=\"text-align: start;\">“If you know that a company will only earn supersized returns for a couple years, you don’t apply a multiple. You certainly don’t put a 30-times multiple,” Emanuel told MarketWatch.</p><p style=\"text-align: start;\">For its part, Nvidia called DeepSeek “an excellent AI advancement and a perfect example of Test Time Scaling” but added that the process of using a trained model to make predictions on new data, or inference, “requires significant numbers of Nvidia GPUs and high-performance networking.”</p><h3 id=\"id_4157639254\" style=\"text-align: start;\">The aftermath</h3><p style=\"text-align: start;\">Emanuel’s call on Nvidia turned out to be prescient. But DeepSeek isn’t exactly new. The startup is open-source and has been publishing technical papers out in the open for the past few months. It announced DeepSeek-V3 at the end of December and then announced DeepSeek-R1 on Jan. 20. The $5.6 million training-cost statistic that many investors cited for sparking the DeepSeek market panic was actually revealed in the V3 technical paper published on Dec. 26.</p><p style=\"text-align: start;\">So knowledge about DeepSeek had already been floating around for a few weeks before the market selloff. Meta Chief Executive Mark Zuckerberg gave DeepSeek a shout-out on the Joe Rogan podcast on Jan. 10, and Scale AI chief executive Alexandr Wang talked about DeepSeek and competitive Chinese AI companies on Jan. 23. Nvidia ended that week higher.</p><p style=\"text-align: start;\">So what was the catalyst that caused Nvidia to crash on Monday? Emanuel has another theory that could help explain it.</p><p style=\"text-align: start;\">He pointed to the fact that so many people in San Jose were reading his blog post. He theorized that many of them were Nvidia employees with thousands — or even millions — of dollars worth of Nvidia stock tied up in employee stock options. With that much money in a single asset, Emanuel speculated that many were already debating whether to hold the stock or sell it to lock in profits. He believes his blog post helped convince some of them to sell.</p><p style=\"text-align: start;\">“A lot of the sell pressure you saw on Monday morning wasn’t necessarily what you might think. I believe a fair amount of that was from shares that had never been active because they had been sitting in workplace.schwab.com accounts — [restricted stock units] that employees got in some cases back in 2003 for nothing,” Emanuel told MarketWatch. “That makes a big difference because everything’s on the margin, and shares that have never moved.”</p><p style=\"text-align: start;\">It may be hard to prove for certain that Emanuel’s post influenced Nvidia employees to sell, but the fact that it went viral on X among the Silicon Valley tech community, and that so many readers were based in San Jose, makes his case plausible.</p><p style=\"text-align: start;\">Emanuel also told MarketWatch that he had been flooded with meeting requests from people at different hedge funds who read his post and wanted to talk to him about AI. That showed that people on Wall Street were paying attention to his blog post and may have placed trades on Monday based on the information he presented.</p><p style=\"text-align: start;\">Those Wall Street firms were also happy to pay top dollar to book Emanuel as a consultant, showing that they took his ideas seriously. Emanuel had done some contract work as an investment analyst on the side in the past, but he raised his hourly rate to $500 after the blog post went viral. When his calendar started filling up, he doubled it to $1,000.</p><p style=\"text-align: start;\">Although Emanuel has been collecting contracting fees because of his bearish call on Nvidia, he said he never actually held a short position on the stock.</p><p style=\"text-align: start;\">“I’m just writing out of intellectual curiosity, not to make money directly,” he told MarketWatch. “I didn’t come in with an agenda and try to prove a conclusion. I’m the most bullish on AI.”</p><p style=\"text-align: start;\">And while the points Emanuel laid out in his blog post might be bearish for Nvidia, he still thinks they paint a positive future for AI.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","BK4532":"文艺复兴科技持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","NVDA":"英伟达","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508918158","content_text":"Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.Last Friday afternoon, Jeffrey Emanuel sat down in his Brooklyn apartment and started writing a blog post. For hours, he pounded away on his keyboard while his wife kept their young children occupied and brought him food. Emanuel worked late into the night, and by early Saturday morning he had written nearly 12,000 words.Emanuel’s manifesto made the case for shorting the hottest company in the stock market, Nvidia Corp., due to a number of shifting tides in the artificial-intelligence world, including the emergence of a China-based company called DeepSeek. He published his thesis on his personal blog and then shared it with theValue Investors Club websiteand across Reddit, X and other platforms. When he checked his blog’s analytics later on Saturday morning, Emanuel saw that 35 people were reading the post. Not bad traffic for a personal blog built into the website of his YouTube transcription-service side project, he thought. But then the post started to go viral.By Saturday night, Emanuel could see that 1,500 people across the world were reading his blog post at a given moment. Well-known venture capitalist Chamath Palihapitiya shared Emanuel’s post on Nvidia’s short case with his 1.8 million X followers. Successful early stage investor Naval Ravikant shared the post with his 2.6 million followers. Jared Friedman, a partner at venture-capital firm Y Combinator, referred to it in a post that was reposted by the official Y Combinator account. Morgan Brown, a vice president of product and growth at Dropbox, pointed to it in a thread that was viewed over 13 million times. Emanuel’s own X post got nearly half a million views. He also quickly gained about 13,000 followers on the platform, going from about 2,000 to more than 15,000 followers.In an interview with MarketWatch, Emanuel said that at one point the traffic crashed his website, so people started sharing an archive link, which his website-analytics tool couldn’t track.But one thing it did pick up was that by the end of the night, the city with the most concurrent readers was San Jose, Calif. — near where Nvidia’s corporate headquarters is located.Emanuel’s argument shook Silicon Valley not because he claimed that the big U.S. technology companies were misleading or deceitful. His main point was simply that they were nowhere near as smart and efficient as Wall Street was touting them as. The big tech companies had built and trained their artificial-intelligence breakthroughs using tremendous amounts of data and advanced computing resources that required them to pay for Nvidia’s data-center hardware, which is sold at very high gross margins. Emanuel pointed out that a China-based company, DeepSeek, had recently launched its own top-notch AI product using fewer expensive chips. In other words, DeepSeek had achieved what the big AI companies had, but with far less money. What countless Wall Street firms and investment analysts had seemingly missed was being pointed out by some guy in his apartment.Then on Monday things got real. Nvidia’s stock plummeted about 12.5% at market open and continued falling from there. By the end of the day, the slide had wiped out nearly $600 billion from Nvidia’s market capitalization — the largest single-day market-cap drop to date for any company.Matt Levine, the prominent Bloomberg News financial columnist, noted the online chatter that claimed Emanuel’s post “was an important catalyst” for the stock-market selloff and said it was a “candidate for the most impactful short research report ever.” Emanuel spent the rest of the week booked solid as hedge funds paid him $1,000 per hour to speak on the phone and give his take on Nvidia and AI. “I’m so exhausted, I’m losing my voice practically,” said Emanuel. “It’s been the most surreal experience of my life.”Contrarian callAs Emanuel noted in his blog post, “The Short Case for Nvidia Stock,” he has professional experience working in financial markets. A native of New Rochelle, N.Y., Emanuel studied math at Reed College in Portland, Ore., before heading to Wall Street, where he worked at several investment funds, including as an analyst at Millennium Management and Balyasny Asset Management, two of the biggest multimanager hedge funds. But Emanuel, 42, also told MarketWatch that he’s been obsessed with neural networks since 1998 and was an early adopter of both crypto and AI. In 2021, Emanuel ditched Wall Street and started Pastel Networks, a blockchain company that provides decentralized storage, AI solutions and other services for Web3 developers. But he continued to carefully follow developments in Silicon Valley and the stock market. This experience in both the investing and the tech worlds led him to conclude that Nvidia is overvalued.Last Friday he was chatting with a friend who works at a hedge fund about why he thought Nvidia’s days of outperformance were numbered. This was a few days after DeepSeek released its R1 model and nobody on Wall Street seemed to notice. “Every single bank has a super-bullish buy rating on Nvidia. It’s like the blind leading the blind — they have absolutely no idea what they’re talking about,” Emanuel told MarketWatch. “All of their arguments have become totally divorced from reality.”MarketWatch checked this claim and found that 61 out of 67 analysts rated Nvidia as a buy as of the morning of Jan. 31. Six analysts, including one from Deutsche Bank, gave the stock a hold rating. None gave it a sell rating.“They try to defend their arguments by saying, ‘Well, we talk to industry experts.’ But that’s like asking the barber if you need a haircut,” Emanuel said.Emanuel’s argument ran counter to the bullish Wall Street sentiment that has surrounded Nvidia during its epic run. Nvidia has helped drive the entire U.S. stock market over the past year. In 2024, it became the largest U.S. company by market cap and one of the most actively traded stocks by retail investors, and its 171.2% gain helped lift the S&P 500 by 23.3% last year.Throughout this time, Nvidia investors were pricing in that it would be one of the — if not the single — main beneficiary of the AI craze. The market saw big tech companies like Microsoft, Meta and Google parent Alphabet spending hundreds of billions of dollarsto gobble up Nvidia’s hardware to build their AI data centers, and it expected that money to keep flowing as long as Nvidia’s GPUs were better than the competition’s.The short caseThe gist of Emanuel’s argument is as follows:Some of the most influential tech companies have determined that deep learning and AI are the biggest technological advances since the advent of the internet. In order to integrate that technology into their businesses, those companies have to build and train their AI, which takes a lot of data and computing resources. Nvidia sells the key hardware these companies need, and the margins on its most sophisticated chips are enormous. But a few things are changing that are proving this might not be sustainable, Emanuel says. For one, AI companies have been using scaling laws that essentially say the more data that is used to train an AI model, the better it gets. But Emanuel wrote that the industry may be running low on quality data to train that AI — that is, a potential “data wall” is looming that could slow down AI scaling and reduce some of that need for training resources.Emanuel also posed the question of what happens to the training hardware after the AI is trained. GPUs are constantly getting exponentially better, so after a few years, companies might not want to use old hardware anymore. This puts them on a cycle where they’re always spending more to get the best hardware. But eventually, those companies are going to want to see a return on their hefty investment.Some of these companies, like Alphabet, have also been investing in building out their own semiconductor chips. For a while, Nvidia’s hardware has been the best for training AI, but that might not be the case forever as more companies, such as Cerebras, build better hardware. And other GPU makers like Advanced Micro Devices are updating their drivers software to be more competitive with Nvidia.On top of that, some new AI models are proving to be much more resource-efficient. This is where all the drama with DeepSeek comes in. DeepSeek launched its own AI that’s on par with the likes of OpenAI’s ChatGPT, but the real kicker was that it said it trained its AI in less time using fewer chips.Add all these things together — unsustainable spending and data-center building, less training data to work with, better competing hardware and more efficient AI — and you get a future where it’s harder to imagine Nvidia’s customers spending as much as they currently are on Nvidia hardware.“By the time I finished writing the article, I said, ‘I’m convinced,’” Emanuel told MarketWatch. “It was when I realized that every one of their big hyperscaler customers was literally making their own competitive silicon, all made by [Taiwan Semiconductor], and that was already coming out and was imminently going to hit the market. I was thinking, ‘Do people realize this?’ Because I don’t think they do.”If training and integrating AI becomes significantly cheaper, why would these big tech companies keep spending obscenely large sums of money?For Emanuel, this called into question why Nvidia was trading at such a high price-to-earnings ratio.“If you know that a company will only earn supersized returns for a couple years, you don’t apply a multiple. You certainly don’t put a 30-times multiple,” Emanuel told MarketWatch.For its part, Nvidia called DeepSeek “an excellent AI advancement and a perfect example of Test Time Scaling” but added that the process of using a trained model to make predictions on new data, or inference, “requires significant numbers of Nvidia GPUs and high-performance networking.”The aftermathEmanuel’s call on Nvidia turned out to be prescient. But DeepSeek isn’t exactly new. The startup is open-source and has been publishing technical papers out in the open for the past few months. It announced DeepSeek-V3 at the end of December and then announced DeepSeek-R1 on Jan. 20. The $5.6 million training-cost statistic that many investors cited for sparking the DeepSeek market panic was actually revealed in the V3 technical paper published on Dec. 26.So knowledge about DeepSeek had already been floating around for a few weeks before the market selloff. Meta Chief Executive Mark Zuckerberg gave DeepSeek a shout-out on the Joe Rogan podcast on Jan. 10, and Scale AI chief executive Alexandr Wang talked about DeepSeek and competitive Chinese AI companies on Jan. 23. Nvidia ended that week higher.So what was the catalyst that caused Nvidia to crash on Monday? Emanuel has another theory that could help explain it.He pointed to the fact that so many people in San Jose were reading his blog post. He theorized that many of them were Nvidia employees with thousands — or even millions — of dollars worth of Nvidia stock tied up in employee stock options. With that much money in a single asset, Emanuel speculated that many were already debating whether to hold the stock or sell it to lock in profits. He believes his blog post helped convince some of them to sell.“A lot of the sell pressure you saw on Monday morning wasn’t necessarily what you might think. I believe a fair amount of that was from shares that had never been active because they had been sitting in workplace.schwab.com accounts — [restricted stock units] that employees got in some cases back in 2003 for nothing,” Emanuel told MarketWatch. “That makes a big difference because everything’s on the margin, and shares that have never moved.”It may be hard to prove for certain that Emanuel’s post influenced Nvidia employees to sell, but the fact that it went viral on X among the Silicon Valley tech community, and that so many readers were based in San Jose, makes his case plausible.Emanuel also told MarketWatch that he had been flooded with meeting requests from people at different hedge funds who read his post and wanted to talk to him about AI. That showed that people on Wall Street were paying attention to his blog post and may have placed trades on Monday based on the information he presented.Those Wall Street firms were also happy to pay top dollar to book Emanuel as a consultant, showing that they took his ideas seriously. Emanuel had done some contract work as an investment analyst on the side in the past, but he raised his hourly rate to $500 after the blog post went viral. When his calendar started filling up, he doubled it to $1,000.Although Emanuel has been collecting contracting fees because of his bearish call on Nvidia, he said he never actually held a short position on the stock.“I’m just writing out of intellectual curiosity, not to make money directly,” he told MarketWatch. “I didn’t come in with an agenda and try to prove a conclusion. I’m the most bullish on AI.”And while the points Emanuel laid out in his blog post might be bearish for Nvidia, he still thinks they paint a positive future for AI.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392645348123048,"gmtCreate":1736905906042,"gmtModify":1736906052502,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Wow, Korean police in corruption. Their power is super","listText":"Wow, Korean police in corruption. Their power is super","text":"Wow, Korean police in corruption. Their power is super","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392645348123048","repostId":"1164518568","repostType":2,"repost":{"id":"1164518568","kind":"news","pubTimestamp":1736905646,"share":"https://ttm.financial/m/news/1164518568?lang=en_US&edition=fundamental","pubTime":"2025-01-15 09:47","market":"us","language":"en","title":"South Korean President Yoon Arrested Over Martial Law Fiasco","url":"https://stock-news.laohu8.com/highlight/detail?id=1164518568","media":"Bloomberg","summary":"South Korean investigators arrested President Yoon Suk Yeol on Wednesday after launching a pre-dawn operation to bring the impeached leader in for questioning over his short-lived martial law declaration.The Corruption Investigation Office for High-ranking Officials had been looking to bring Yoon into custody after the president repeatedly defied summons to appear for questioning. CIO investigators abandoned their first attempt to arrest him on Jan. 3 after a nearly six-hour standoff due to resi","content":"<div>\n<p>South Korean investigators arrested President Yoon Suk Yeol on Wednesday after launching a pre-dawn operation to bring the impeached leader in for questioning over his short-lived martial law ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-15/south-korean-investigators-arrest-yoon-at-second-attempt\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","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>South Korean President Yoon Arrested Over Martial Law Fiasco</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\">\nSouth Korean President Yoon Arrested Over Martial Law Fiasco\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-15 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-15/south-korean-investigators-arrest-yoon-at-second-attempt><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>South Korean investigators arrested President Yoon Suk Yeol on Wednesday after launching a pre-dawn operation to bring the impeached leader in for questioning over his short-lived martial law ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-15/south-korean-investigators-arrest-yoon-at-second-attempt\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KORU":"Direxion Daily MSCI South Korea Bull 3x Shares","SKM":"韩国SK电信","PKX":"浦项钢铁","KPOP":"KPOP AND KOREAN ENTERTAINMENT ETF","KEP":"韩国电力","LPL":"LG Display Co ADS","DDI":"DoubleDown Interactive","GRVY":"重力社","FLKR":"Franklin FTSE South Korea ETF","KF":"韩国基金","SHG":"新韩金融","KT":"韩国电信","CPNG":"Coupang, Inc.","MKOR":"Matthews Korea Active ETF","EWY":"韩国ETF-iShares MSCI","KB":"韩国国民银行"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-15/south-korean-investigators-arrest-yoon-at-second-attempt","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164518568","content_text":"South Korean investigators arrested President Yoon Suk Yeol on Wednesday after launching a pre-dawn operation to bring the impeached leader in for questioning over his short-lived martial law declaration.The Corruption Investigation Office for High-ranking Officials had been looking to bring Yoon into custody after the president repeatedly defied summons to appear for questioning. CIO investigators abandoned their first attempt to arrest him on Jan. 3 after a nearly six-hour standoff due to resistance from Yoon’s security team.Wednesday’s arrest, confirmed by the CIO, makes Yoon the first incumbent president in the country’s history to be taken into custody.The investigators can hold the president for 48 hours and are likely to question him at their office in Gwacheon, near Seoul. The team needs to request for another warrant if they want to keep him detained for up to 20 days beyond the initial arrest.","news_type":1,"symbols_score_info":{"DDI":1.1,"KEP":1.1,"KF":1.1,"KB":1.1,"LPL":1.1,"KPOP":1.1,"MKOR":1.1,"GRVY":1.1,"FLKR":1.1,"PKX":1.1,"SHG":1.1,"KORU":1.1,"KT":1.1,"SKM":1.1,"EWY":1.1,"CPNG":1.1}},"isVote":1,"tweetType":1,"viewCount":2737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373739641639120,"gmtCreate":1732254391437,"gmtModify":1732254396409,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a>&nbsp; Hope it is right","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a>&nbsp; Hope it is right","text":"$BABA-W(09988)$ Hope it is right","images":[{"img":"https://community-static.tradeup.com/news/6ead6ef1b3994ec725880b55cfb0ad19","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373739641639120","isVote":1,"tweetType":1,"viewCount":3227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372127490216264,"gmtCreate":1731891157761,"gmtModify":1731891161764,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"I dont think so.&nbsp;","listText":"I dont think so.&nbsp;","text":"I dont think so.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372127490216264","repostId":"1185716016","repostType":2,"repost":{"id":"1185716016","kind":"news","pubTimestamp":1731885998,"share":"https://ttm.financial/m/news/1185716016?lang=en_US&edition=fundamental","pubTime":"2024-11-18 07:26","market":"us","language":"en","title":"Grab: A Waking Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=1185716016","media":"Seeking Alpha","summary":"SummaryGrab recently posted a double-beat on Q3 earnings, sending shares 11% higher.Grab is now FCF positive on a trailing twelve-month basis — the company also reported its second quarter of positive","content":"<div>\n<p>SummaryGrab recently posted a double-beat on Q3 earnings, sending shares 11% higher.Grab is now FCF positive on a trailing twelve-month basis — the company also reported its second quarter of positive...</p>\n\n<a href=\"https://seekingalpha.com/article/4738162-grab-a-waking-giant\">Source Link</a>\n\n</div>\n","source":"seekingalpha_fund","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>Grab: A Waking Giant</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\">\nGrab: A Waking Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-18 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4738162-grab-a-waking-giant><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGrab recently posted a double-beat on Q3 earnings, sending shares 11% higher.Grab is now FCF positive on a trailing twelve-month basis — the company also reported its second quarter of positive...</p>\n\n<a href=\"https://seekingalpha.com/article/4738162-grab-a-waking-giant\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4738162-grab-a-waking-giant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185716016","content_text":"SummaryGrab recently posted a double-beat on Q3 earnings, sending shares 11% higher.Grab is now FCF positive on a trailing twelve-month basis — the company also reported its second quarter of positive net income.Its transition from a cash-burning business to a profitable cash flow machine will be a key driver of share price appreciation.At $3, Grab was a sleeping giant. Today, Grab has finally woken up from its 2-year hibernation.Ordering food online from home on mobile device app conceptIntroductionEarlier in March this year, I released my deep dive article on Grab (NASDAQ:GRAB), highlighting that Grab stock is significantly undervalued, and it's only a matter of time before the stock takes off:Despite being a fundamentally stronger company today than it has ever been, Grab stock is still down 80%+ from its all-time highs. Moreover, Grab stock has been trading sideways for almost two years — it's essentially in hibernation.With business momentum back in full force and with fundamentals improving with each passing quarter, it won't be long before the sleeping giant awakens.(Riyado Sofian — Grab: A Sleeping Giant)Since that article, Grab stock has surged more than 50%, catalyzed by its recent Q3 results, which saw the stock flying 11% the following day.But despite the recent rally, I believe Grab stock has plenty of upside ahead.Fundamentals are improving, the outlook looks bright, and sentiment is shifting.At $3 a share, Grab was a sleeping giant. Today, it has just woken up from its hibernation. Grab stock is just getting started.Growth: Durable Ecosystem ExpansionFor one, Grab's ecosystem continues to expand and expand.In Q3, MTU was a record 41.9M, up 16% YoY. On-Demand MTU grew 19% YoY to 37.7M, with Deliveries MTU up 15% YoY and Mobility MTU up 23% YoY in the quarter.GRAB MTUAuthor's AnalysisMTU growth is a leading indicator of future Revenue growth, and considering that Grab's current MTU is \"only about 5% of the Southeast Asia population\", there's still plenty of upside in terms of user growth.Interestingly, Annual Transacting Users make up about 15% of the population, so Grab already has a lot of people using the platform — the company just needs to increase engagement and order \"frequency\" to turn them into repeat customers, which should amplify Revenue growth.And I think the big upside for MTUs that we see is frequency because if you look at our annual transacting users. It's a very large multiple of both our monthly and our daily transacting users. So, a lot of our job is to, yes, bring new users in with affordability but then to ride up the frequency curve with them to bring them from annual into monthly, from monthly into daily. And so, there's tremendous upside for us.(COO Alex Hungate — Grab FY2024 Q3 Earnings Call)On-Demand GMV was $4.7B in Q3, up 15% YoY, driven by strong MTU growth as well as a 22% increase in On-Demand transactions. On-Demand GMV per MTU remained relatively stable at $124.GRAB On-Demand GMVAuthor's AnalysisBreaking it down by segment, Deliveries GMV was nearly $3.0B, up 12% YoY with growth accelerating by 3pp QoQ, driven by higher transaction volumes and Deliveries MTUs.Notably, Saver Deliveries — which offer a lower delivery fee in exchange for a longer delivery time — now account for 32% of Deliveries transactions, up from just 14% a year ago. As management pointed out, Saver has been a key driver of MTU growth and order frequency growth, with Saver users transacting nearly 2x higher than non-Saver users.More importantly, Grab's push towards affordability through features like Saver has led to considerable cross-selling among its different Deliveries products. For instance, management is seeing a good portion of GrabFood users using GrabMart as well, causing GrabMart to grow 1.7x faster than GrabFood in Q3. In addition, users who use both GrabFood and GrabMart displayed higher loyalty, with 4.9x higher order frequency levels and 2.1x higher retention rates than GrabFood-only users.GRAB Deliveries synergiesGrab FY2024 Q3 Investor PresentationOn the Mobility side, GMV grew 20% YoY to nearly $1.7B in Q3. This was driven by higher transaction volumes and Mobility MTUs. The Mobility segment saw strong adoption across its Affordable and High Value offerings.Notably, its High Value Mobility product — which offers users greater convenience, comfort, and reliability — grew GMV by 30% YoY in Q3, mainly due to \"improved High Value supply levels\". I believe targeting \"less price sensitive users\" will be a key driver of growth for the segment, as High Value Mobility rides generate 2.4x higher GMV per ride than standard rides. Moreover, management is confident that High Value driver supply growth and retention will be sustainable in the long term, as drivers can earn 3.3x higher earnings per ride than their standard counterparts.Grab Mobility performanceGrab FY2024 Q3 Investor PresentationThat said, GMV and MTU growth was supported by a 21% YoY growth in Total Incentives, to $462M in Q3. Consumer Incentives, in particular, grew 27% YoY to $275M, which was one of the concerns addressed by analysts during the earnings call. Per management, the ramp in Consumer Incentives was used to support new product launches.Changing consumer behavior does require incentives. And similarly, when we launch something like advanced booking to get consumers to use the app in a different way ahead of the time at which they want to make the ride, that also requires changing consumer behavior. So we will use incentives from time to time to generate the momentum behind these new ways of interacting with the app. But those will peak at different times and then also come off. So, those are not long-term.(COO Alex Hungate — Grab FY2024 Q3 Earnings Call)On a positive note, Total Incentives as a % of GMV dropped 30bps QoQ to 9.9% in Q3. Besides, all this incentive spending will pay off in the long run as Grab continues to drive higher platform engagement and user growth.Grab IncentivesAuthor's AnalysisAnd despite record Total Incentives, Grab delivered record Revenue of $716M, up 17% YoY and 8% QoQ. This beat analyst estimates by $16M.Grab RevenueAuthor's AnalysisThis was driven by record Revenue across each segment. Mobility Revenue came in at $271M, up 17% YoY.Deliveries Revenue was $380M, up 13% YoY. Embedded within the Deliveries segment is Advertising Revenue, which was 1.6% of Deliveries GMV in Q3, up from 1.1% last year. By my calculation, that is about a 60% YoY growth, so the Advertising unit is gaining a lot of traction, which should contribute to high-margin Revenue growth in future quarters.Grab Revenue by segmentAuthor's AnalysisI have talked extensively about the On-Demand segments, but let's switch gear for a moment.Grab's third and smallest segment, the Financial Services segment, generated $64M of Revenue in Q3, up 34% YoY. In all honesty, I expected a higher growth rate, at least 40% or 50%. Nevertheless, growth is still robust at 34%, driven by GrabFin’s lending business, Grab's new Digital Banks, and the optimization of payment incentives.Total Loans Disbursed was $567M, up 38% YoY.Total Loan Portfolio Outstanding was $498M, up 81% YoY. Grab maintains strong credit performance with 90-day non-performing loans ratio of about 2%.Digibank Deposits were $1.1B, up 202% YoY and 50% QoQ. GXBank (Malaysia) had 892K+ deposit customers as of Q3, up from 750K in Q2. GXS Bank (Singapore) had 100K+ deposit customers, up from 72K in Q2. Most notably, Superbank (Indonesia) surpassed 2M users in October, up 100%+ from August — cross-selling was strong as more than 1M users were existing Grab customers.Grab Financial ServicesGrab FY2024 Q3 Investor PresentationOf important note, the rapid growth of Grab's Digibank Deposits will enable Grab to fund its loans at a very low cost, as opposed to tapping the debt markets. As a matter of fact, Grab was \"able to bring in deposits much faster and with less cost than we had even planned\", and with more loans, deposits, and customers in the ecosystem, Grab will \"continue this very positive data flywheel for lending\", delivering robust Revenue growth in the process.What's more, Grab's financial products are clearly resonating with its customers. As an example, FlexiLoan has an extremely high NPS of about 65, when most traditional banks \"are hovering at around zero\". This kind of satisfaction gap should enable Grab to continue to take market share.And given the underbanked and unbanked majority in Southeast Asia, digital financial services in Southeast Asia are set to explode in the next few years. This fintech opportunity should provide a major tailwind for Grab's Financial Services segment.Southeast Asia Financial Services Growth Outlooke-Conomy SEA 2024 ReportRegardless, management is seeing strong business momentum as we close out 2024. As such, management raised their 2024 Revenue guidance for the first time this year, to $2.78B at the high end, implying an 18% YoY growth. This also translates to Q4 Revenue of $747M at the high end, implying a 14% YoY growth. Management also expects sequential On-Demand GMV growth in Q4.Above all, considering Grab's strong brand, scale, cost advantages, and network effect moats, I believe Grab is in a prime position to capitalize on Southeast Asia's digital transformation.Its efforts to grow its user base as early and as much as possible will pay dividends in the future. In addition, driving higher cross-selling activity will strengthen the ecosystem through higher engagement and retention rates. This is a recipe for durable ecosystem expansion — a major prerequisite for sustainable earnings growth.Profitability: Earnings Machine in the MakingAlthough Grab remains unprofitable on an operating basis, Operating Income for the quarter improved by $55M YoY to a loss of $(38)M in Q3 as Grab continues to gain efficiency as it scales. Furthermore, this is the lowest Operating Loss recorded in a quarter, so Grab's profitability is trending in the right direction.Grab Operating IncomeAuthor's AnalysisTotal Segment Adjusted EBITDA grew to a record high of $178M, representing 3.8% of GMV, which is up 70bps YoY.Deliveries Segment Adjusted EBITDA was $55M, up 60% YoY. Deliveries Margins expanded 50bps YoY and 30bps QoQ, mainly due to higher Advertising Revenue and new products such as Priority Deliveries. For context, Priority Deliveries now account for 8% of Deliveries transactions, up from 5% a year ago — this drove higher GMV growth and margin expansion as they have average order values that are 1.4x higher than Standard Deliveries.Mobility Segment Adjusted EBITDA was $149M, up 18% YoY. Mobility Margins dropped 20bps YoY to 8.8%, mainly due to higher Incentives. On a positive note, Mobility Margins expanded 60bps QoQ, driven by operating leverage as well as new products such as High Value rides, which generate 1.2x higher Revenue per ride than standard rides.Financial Services Segment Adjusted EBITDA was $(26)M, with losses narrowing 27% YoY, due to higher lending Revenue. Despite the improvement, the segment remains the only unprofitable part of the Grab ecosystem as management continues to invest heavily in the fintech opportunity. Given time to scale, this segment should evolve into the most profitable segment of the entire company.Grab Adjusted EBITDAAuthor's AnalysisRegional Corporate Costs dropped 9% YoY to $88M as Grab continues to drive cost efficiencies. This resulted in Group Adjusted EBITDA of $90M, a record high for the company. Group Adjusted EBITDA as a % of GMV also improved 1.2pp YoY to a record high of 1.9%.Robust Revenue growth and margin expansion led to a Net Income of $15M in Q3, representing Grab's second quarter of positive Net Income. EPS was $0.01, beating analyst estimates by a penny.Grab Net IncomeAuthor's AnalysisManagement also raised their Adjusted EBITDA guidance by $43M at the high end, to $313M. This reflects strong growth momentum and ongoing operating leverage — positive indications that Grab is transitioning from a loss-making business to an earnings machine.Health: 30% Net CashAs of Q3, Grab has a Net Cash position of $5.8B, up from $5.3B in the previous quarter, driven by the increase in Customer Deposits from $730M in Q2 to $1.1B in Q3.Grab Net CashGrab FY2024 Q3 Investor PresentationHigher cash flows also drove Net Cash growth. In Q3, Adjusted Free Cash Flow was $137M, improving significantly from $(6)M last year. On a TTM basis, Adjusted FCF was $75M, up from $(240)M last year.I believe Grab's transformation from a cash-burning business to a cash-flow machine will be well received by the markets, especially as cash flows continue to improve over time. This is one of the most important milestones for any company and I think this is going to be a huge driver of share price appreciation for years to come.Grab Free Cash FlowGrab FY2024 Q3 Investor PresentationWith high Net Cash and strong cash flows in place, management repurchased nearly 18M shares for a total of $58M in the quarter. That is still not enough to offset share dilution as Shares Outstanding continues to climb higher.ChartData by YChartsConsidering that Grab has a Net Cash position of around 30% of its current Market Cap of $18B and that shares remain 70% below its peak, I would want management to step on the gas pedal and meaningfully accelerate the company's buyback program.That said, Grab has $311M of buyback capacity left — I expect buybacks at an accelerated pace moving forward, as the company is now already FCF positive.Valuation: Setting Up for a Multi-Year RallyIn terms of valuation, Grab trades at an EV to Revenue multiple of 5.1x. It is certainly not cheap by any means, especially considering that it is trading at a premium to Uber's (UBER) 3.8x multiple.However, I believe this premium is justified given Grab's competitive moats, long growth runway in Southeast Asia, and the presence of Grab's fintech unit, which Uber does not have.ChartData by YChartsMy 12-month price target stands at $6.17 for Grab stock, which represents an upside potential of about 30% based on the current price of $4.73.My assumptions are quite conservative:Deliveries GMV growing at an 11% CAGR through 2033, achieving a long-term Adjusted EBITDA Margin of 4.5%.Mobility GMV growing at a 13% CAGR through 2033, achieving a long-term Adjusted EBITDA Margin of 9.5%.Financial Services Revenue growing at a 26% CAGR through 2033, achieving a long-term Adjusted EBITDA Margin of 35%.FY2033 Cash Flow of $2.4B.Perpetual Growth Rate of 2.5%.Discount Rate of 10%.Grab DCF Price TargetAuthor's AnalysisLooking at the technicals, Grab's price action looks pretty bullish, given that the stock just broke past major resistance at $4. In addition, the break of the ascending triangle to the upside is also a bullish reversal pattern that could signal the start of a multi-year rally — as long as fundamentals continue to improve, of course.Grab Technical AnalysisYCharts and Author's DrawingRisksCompetition remains the biggest risk for Grab. There are a lot of players hungry for the Southeast Asian pie, including GoJek, FoodPanda, ShopeeFood, SeaBank, and InDrive. Intense competition could force Grab to ramp up Incentives to maintain its market share, which hinders Revenue and profit growth in the near term.Despite the competition, I believe Grab's moat is too wide and too difficult to surpass.Its brand is a household name. Its network of consumers, merchants, and drivers is the largest in Southeast Asia. Its product range is incredibly diverse, with cross-selling opportunities that lead to high switching costs. It operates in an industry that has substantial barriers to entry. Above all, its scale is 4x larger than the next largest competitor, offering the company significant cost advantages.For these reasons, I'm confident Grab will sustain a strong leadership position in Southeast Asia, delivering a robust growth and earnings profile for decades to come.ThesisGrab stock has had a great run lately, up more than 50% in the last few months.Despite the rally, I believe Grab stock still has a lot of upside. Strong growth potential, virtual monopoly status in Southeast Asia, improving margins, FCF-positive, and 30% Net Cash with little debt are some of the reasons why I'm bullish on the stock.Furthermore, Grab's beat-and-raise third quarter confirms my investment thesis.At $3 a share, Grab was a Sleeping Giant.Now that the stock has broken past the $4 barrier in an aggressive fashion, — and with sentiment turning more bullish than ever — it seems that Grab stock has just woken up from its long slumber.","news_type":1,"symbols_score_info":{"GRAB":1.1}},"isVote":1,"tweetType":1,"viewCount":2752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371442095255768,"gmtCreate":1731693222609,"gmtModify":1731693226561,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Question, why Baba always reports in the&nbsp; bear&nbsp;market? Even the report is good but in a bear market it wont be bull but bear.&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Question, why Baba always reports in the&nbsp; bear&nbsp;market? Even the report is good but in a bear market it wont be bull but bear.&nbsp;","text":"$Alibaba(BABA)$ Question, why Baba always reports in the bear market? Even the report is good but in a bear market it wont be bull but bear.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371442095255768","isVote":1,"tweetType":1,"viewCount":1578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358675731075280,"gmtCreate":1728607495205,"gmtModify":1728607500005,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> Too early :(","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> Too early :(","text":"$BABA-W(09988)$ Too early :(","images":[{"img":"https://community-static.tradeup.com/news/b64638f6b486da2e060fa5044efa58b7","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358675731075280","isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":353176101838880,"gmtCreate":1727233821723,"gmtModify":1727233825134,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"3000 this year? Crazy","listText":"3000 this year? Crazy","text":"3000 this year? Crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353176101838880","repostId":"2470647473","repostType":2,"repost":{"id":"2470647473","kind":"live","pubTimestamp":1727235520,"share":"https://ttm.financial/m/news/2470647473?lang=en_US&edition=fundamental","pubTime":"2024-09-25 11:38","market":"us","language":"en","title":"Gold Rises to Record High as US Data Support Deeper Rate Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2470647473","media":"Bloomberg","summary":"Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolst","content":"<div>\n<p>Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolstered the case for deeper rate cuts. Silver was near the highest in four months.Prices of gold gained...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-25/gold-xauusd-holds-near-record-high-as-us-data-supports-deeper-rate-cuts\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Gold Rises to Record High as US Data Support Deeper Rate Cuts</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\">\nGold Rises to Record High as US Data Support Deeper Rate Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-25 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-25/gold-xauusd-holds-near-record-high-as-us-data-supports-deeper-rate-cuts><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolstered the case for deeper rate cuts. Silver was near the highest in four months.Prices of gold gained...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-25/gold-xauusd-holds-near-record-high-as-us-data-supports-deeper-rate-cuts\">Source 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.bloomberg.com/news/articles/2024-09-25/gold-xauusd-holds-near-record-high-as-us-data-supports-deeper-rate-cuts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470647473","content_text":"Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolstered the case for deeper rate cuts. Silver was near the highest in four months.Prices of gold gained as much as 0.3% to above $2,665 an ounce, eclipsing its previous all-time high posted on Tuesday following a report showing US consumer confidence this month fell the most in three years. Silver surged 4.6% on Tuesday in its biggest daily gain in four months.Swaps traders increased bets for more than three-quarters of a point of easing by the Federal Reserve this year. Lower rates tend to benefit both gold and silver as they don’t offer interest, while a weaker dollar makes the metals cheaper for many buyers.Gold and silver tend to move largely in tandem as both offer similar macro- and currency-hedging properties. Still, the white metal is more exposed to the economic cycle as it’s also an industrial commodity used in clean-energy technologies, including solar panels.In a boost for industrial metals, Beijing announced a series of stimulus measures Tuesday to address the nation’s economic malaise and in particular targeting the real estate market.“The main driver for silver in the last few weeks has been the gold rally — which got another boost yesterday from higher rate-cut expectations following the weak consumer confidence report,” said Zhong Liang Han, an analyst at Standard Chartered Plc. However, the “rally in industrial metals following China’s broad stimulus package was the key driver behind the next leg of the up-move in silver.”Gold has now surged almost 30% this year — while silver has risen 35% — with the rallies gaining momentum after the Fed’s half-point cut last week. The yellow metal has also been supported by strong central bank purchases and heightened geopolitical tensions driving haven demand. A too-close-to-call US presidential election that could be massively consequential for financial markets is now less than six weeks away.Spot gold reached a record high of $2,665.25 an ounce before being up 0.2% to $2,662.77 as of 10:34 a.m. in Singapore. The Bloomberg Dollar Spot Index was little changed following its 0.5% drop in the previous session.Silver is getting attention given the sharp rally in gold, especially as investors look for catch-up buying opportunities, said Joni Teves, a precious metals strategist at UBS Group AG.“The move in industrial commodities is likely also providing an additional boost,” Teves said. “Our bullish outlook for silver is unchanged; we think it can outperform in this environment of rising gold prices, Fed easing and forecasted silver market deficits.”Silver dipped 0.5% in Singapore to $31.9435 an ounce. Palladium and platinum declined.Looking ahead, investors are waiting for more US data — including the personal consumption expenditures gauge and jobless claims — due later in the week, for additional indications on the Fed’s likely easing path.","news_type":1,"symbols_score_info":{"XAUUSD.FOREX":1.1}},"isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343532943438080,"gmtCreate":1724899873385,"gmtModify":1724899877169,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/343532943438080","isVote":1,"tweetType":1,"viewCount":2517,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093561479903300","authorId":"4093561479903300","name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/5f9c495dd9f776573648d60f1476fdab","crmLevel":9,"crmLevelSwitch":1,"idStr":"4093561479903300","authorIdStr":"4093561479903300"},"content":"Will drop more in the weeks and months to come.","text":"Will drop more in the weeks and months to come.","html":"Will drop more in the weeks and months to come."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330193080201384,"gmtCreate":1721619312591,"gmtModify":1721619317385,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Lol just Wyckoff cycle. Buy and forget it. Still have many excellent stocks to buy&nbsp;","listText":"Lol just Wyckoff cycle. Buy and forget it. Still have many excellent stocks to buy&nbsp;","text":"Lol just Wyckoff cycle. Buy and forget it. Still have many excellent stocks to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330193080201384","repostId":"2453220230","repostType":2,"isVote":1,"tweetType":1,"viewCount":2208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306348121530416,"gmtCreate":1715827183169,"gmtModify":1715827186847,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> As I mentioned, Baba stays strong above 76 will end down trend. It is Bull now With hope that there is no any political issue.","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> As I mentioned, Baba stays strong above 76 will end down trend. It is Bull now With hope that there is no any political issue.","text":"$Alibaba(09988)$ As I mentioned, Baba stays strong above 76 will end down trend. It is Bull now With hope that there is no any political issue.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306348121530416","isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305774135738408,"gmtCreate":1715687136729,"gmtModify":1715687140505,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"To Your surprise, it will be UP.&nbsp;","listText":"To Your surprise, it will be UP.&nbsp;","text":"To Your surprise, it will be UP.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305774135738408","repostId":"1100762122","repostType":2,"repost":{"id":"1100762122","kind":"news","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":1715693763,"share":"https://ttm.financial/m/news/1100762122?lang=en_US&edition=fundamental","pubTime":"2024-05-14 21:36","market":"us","language":"en","title":"China's Alibaba Beats Quarterly Revenue Estimates, Profit Drops","url":"https://stock-news.laohu8.com/highlight/detail?id=1100762122","media":"Reuters","summary":"Alibaba Stock Drops over 2% After Earnings Report.","content":"<html><head></head><body><p>May 14 (Reuters) - China&#39;s Alibaba Group Holding beat analysts&#39; estimates for fourth-quarter revenue on Tuesday, as a focus on low-cost goods in response to cautious consumer spending helped boost domestic e-commerce sales in the three-month period.</p><p>Its U.S.-listed shares, however, fell 6.1% in morning trading, as profit fell about 86% in the fourth quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/275fb1056ed51fc1a23b61af8f074296\" tg-width=\"843\" tg-height=\"627\"/></p><p>Consumers in China have been spending carefully after the pandemic amid an economic slowdown and property slump.</p><p>Analysts expected strong growth from Alibaba&#39;s international digital commerce arm, given its investments in building global market share and appetite among global consumers for low-cost goods from China.</p><p>Analysts expect a 39% revenue rise in the segment, according to LSEG data.</p><p>The company reported revenue of 221.87 billion yuan ($30.66 billion)in the three months ended March 31, compared with a consensus estimate of 219.66 billion yuan, according to LSEG data.</p><p>Net income in the March-quarter was 3.27 billion yuan ($451.94 million), compared with 23.52 billion yuan a year ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5a7909bc39c9fdb3ea69a79b0a62523\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>($1 = 7.2355 Chinese yuan renminbi)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's Alibaba Beats Quarterly Revenue Estimates, Profit Drops</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\">\nChina's Alibaba Beats Quarterly Revenue Estimates, Profit Drops\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\">2024-05-14 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 14 (Reuters) - China&#39;s Alibaba Group Holding beat analysts&#39; estimates for fourth-quarter revenue on Tuesday, as a focus on low-cost goods in response to cautious consumer spending helped boost domestic e-commerce sales in the three-month period.</p><p>Its U.S.-listed shares, however, fell 6.1% in morning trading, as profit fell about 86% in the fourth quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/275fb1056ed51fc1a23b61af8f074296\" tg-width=\"843\" tg-height=\"627\"/></p><p>Consumers in China have been spending carefully after the pandemic amid an economic slowdown and property slump.</p><p>Analysts expected strong growth from Alibaba&#39;s international digital commerce arm, given its investments in building global market share and appetite among global consumers for low-cost goods from China.</p><p>Analysts expect a 39% revenue rise in the segment, according to LSEG data.</p><p>The company reported revenue of 221.87 billion yuan ($30.66 billion)in the three months ended March 31, compared with a consensus estimate of 219.66 billion yuan, according to LSEG data.</p><p>Net income in the March-quarter was 3.27 billion yuan ($451.94 million), compared with 23.52 billion yuan a year ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5a7909bc39c9fdb3ea69a79b0a62523\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>($1 = 7.2355 Chinese yuan renminbi)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100762122","content_text":"May 14 (Reuters) - China's Alibaba Group Holding beat analysts' estimates for fourth-quarter revenue on Tuesday, as a focus on low-cost goods in response to cautious consumer spending helped boost domestic e-commerce sales in the three-month period.Its U.S.-listed shares, however, fell 6.1% in morning trading, as profit fell about 86% in the fourth quarter.Consumers in China have been spending carefully after the pandemic amid an economic slowdown and property slump.Analysts expected strong growth from Alibaba's international digital commerce arm, given its investments in building global market share and appetite among global consumers for low-cost goods from China.Analysts expect a 39% revenue rise in the segment, according to LSEG data.The company reported revenue of 221.87 billion yuan ($30.66 billion)in the three months ended March 31, compared with a consensus estimate of 219.66 billion yuan, according to LSEG data.Net income in the March-quarter was 3.27 billion yuan ($451.94 million), compared with 23.52 billion yuan a year ago.($1 = 7.2355 Chinese yuan renminbi)","news_type":1,"symbols_score_info":{"BABA":1.1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296413723672872,"gmtCreate":1713404237012,"gmtModify":1713404240445,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","text":"$Alibaba(09988)$ Wyckoff logic. Baba is almost at the end of accumulation and starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296413723672872","isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9970431527,"gmtCreate":1684801406769,"gmtModify":1684801409825,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581287088018362","idStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PSFE\">$Paysafe Ltd(PSFE)$&nbsp;</a>When will it back to the past!?","listText":"<a href=\"https://ttm.financial/S/PSFE\">$Paysafe Ltd(PSFE)$&nbsp;</a>When will it back to the past!?","text":"$Paysafe Ltd(PSFE)$ When will it back to the past!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9970431527","isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296413723672872,"gmtCreate":1713404237012,"gmtModify":1713404240445,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581287088018362","idStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","text":"$Alibaba(09988)$ Wyckoff logic. Baba is almost at the end of accumulation and starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296413723672872","isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242233536807048,"gmtCreate":1700176069940,"gmtModify":1700176074203,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581287088018362","idStr":"3581287088018362"},"themes":[],"htmlText":"Good to buy","listText":"Good to buy","text":"Good to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242233536807048","repostId":"1189081525","repostType":2,"repost":{"id":"1189081525","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700146863,"share":"https://ttm.financial/m/news/1189081525?lang=en_US&edition=fundamental","pubTime":"2023-11-16 23:01","market":"us","language":"en","title":"Alibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff","url":"https://stock-news.laohu8.com/highlight/detail?id=1189081525","media":"Tiger Newspress","summary":"Alibaba : Q2 Non-GAAP EPADS of $2.14 beats by $0.05. Revenue of $30.81B  misses by $230M.Alibaba shares slumped 5% after posting financial results.Net cash provided by operating activities was $6,748 million, an increase of 4% compared to the same quarter of 2022. Free cash flow, a non-GAAP measurement of liquidity, was $6,198 million, an increase of 27% compared to the same quarter of 2022.“Under our capital management plan, we are prioritizing investment in technology and innovations for our b","content":"<html><head></head><body><p>U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.</p><p style=\"text-align: start;\">The company’s stock was down 8% in morning trading following the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a6ee8553f2879ab9009f6ae63902dfb\" tg-width=\"812\" tg-height=\"836\"/></p><p style=\"text-align: start;\">In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.</p><p>Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.</p><p>On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”</p><p>“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”</p><p>Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.</p><p>The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.</p><p>Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”</p><p>The company still intends to list its Cainiao smart logistics division in Hong Kong.</p><p>The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.</p><p>Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.</p><p>Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.</p><p>Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.</p><p>“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”</p><p>He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”</p><p>“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”</p><p>Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.</p><p>The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”</p><p>Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.</p><h2 id=\"id_194980234\" style=\"text-align: start;\">First-ever dividend payout</h2><p>The company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.</p><p>In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.</p><p>The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.</p><p>“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.</p><p>On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.</p><p>He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff</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\">\nAlibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-11-16 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.</p><p style=\"text-align: start;\">The company’s stock was down 8% in morning trading following the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a6ee8553f2879ab9009f6ae63902dfb\" tg-width=\"812\" tg-height=\"836\"/></p><p style=\"text-align: start;\">In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.</p><p>Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.</p><p>On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”</p><p>“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”</p><p>Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.</p><p>The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.</p><p>Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”</p><p>The company still intends to list its Cainiao smart logistics division in Hong Kong.</p><p>The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.</p><p>Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.</p><p>Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.</p><p>Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.</p><p>“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”</p><p>He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”</p><p>“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”</p><p>Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.</p><p>The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”</p><p>Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.</p><h2 id=\"id_194980234\" style=\"text-align: start;\">First-ever dividend payout</h2><p>The company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.</p><p>In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.</p><p>The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.</p><p>“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.</p><p>On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.</p><p>He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189081525","content_text":"U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.The company’s stock was down 8% in morning trading following the news.In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”The company still intends to list its Cainiao smart logistics division in Hong Kong.The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.First-ever dividend payoutThe company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260808205570064,"gmtCreate":1704684390994,"gmtModify":1704684394903,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581287088018362","idStr":"3581287088018362"},"themes":[],"htmlText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","listText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","text":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260808205570064","repostId":"2401537231","repostType":2,"repost":{"id":"2401537231","kind":"highlight","pubTimestamp":1704597178,"share":"https://ttm.financial/m/news/2401537231?lang=en_US&edition=fundamental","pubTime":"2024-01-07 11:12","market":"us","language":"en","title":"Best Stock to Buy: Apple vs. Alibaba","url":"https://stock-news.laohu8.com/highlight/detail?id=2401537231","media":"Motley Fool","summary":"Which of these blue-chip tech stalwarts is the better investment right now?","content":"<div>\n<p>Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Best Stock to Buy: Apple vs. Alibaba</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\">\nBest Stock to Buy: Apple vs. Alibaba\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-07 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BK4535":"淡马锡持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4524":"宅经济概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4554":"元宇宙及AR概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","AAPL":"苹果","BK4532":"文艺复兴科技持仓","09988":"阿里巴巴-W","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4553":"喜马拉雅资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4531":"中概回港概念","BK4527":"明星科技股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BABA":"阿里巴巴","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0080751232.USD":"富达环球多元动力基金A","BK4213":"石油与天然气的勘探与生产","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2401537231","content_text":"Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple and Alibaba are both often considered stable blue-chip plays for long-term investors. Apple's iPhone dominates the premium smartphone market, and its other hardware devices and sticky software services continuously lock in its customers. Alibaba is China's largest e-commerce and cloud company, and it also owns one of the country's largest streaming video platforms.But over the past six months, Apple's stock dipped 4% as Alibaba's stock dropped 9%. Let's see why these two stalwarts floundered, and if either stock is worth buying right now.What happened to Apple?Apple is still overwhelmingly dependent on the iPhone, which accounted for 52% of its revenue in fiscal 2023 (which ended last September). Its iPhone sales declined 2% during the year as the 5G upgrade cycle ended, and that slowdown was exacerbated by its plunging sales of Macs in a post-pandemic market and tough currency headwinds.As a result, Apple's revenue dipped 3% as its earnings per share (EPS) stayed nearly flat. It tread water by repurchasing $77.6 billion in shares throughout the year, but analysts expect the market's demand for its iPhones to remain tepid this year. Analysts expect its revenue and earnings to rise 4% and 8%, respectively, in fiscal 2024, but those growth rates are arguably low for a stock that trades at 28 times forward earnings.On the bright side, Apple still ended the year with over $162 billion in cash and marketable securities, which gives it plenty of room to expand through new investments and acquisitions. It also exceeded a billion paid subscriptions across all of its services, which was nearly double the number it had just three years ago.That expanding ecosystem should lock in its customers. Its planned launch of the Vision Pro headset this year could also diversify its hardware business and give it a foothold in the nascent augmented reality (AR) and virtual reality (VR) markets.Apple still has a lot of irons in the fire, but its lack of visible near-term catalysts and stretched valuations seem to be weighing down its stock. Nevertheless, Warren Buffett is still committed to keeping nearly half of Berkshire Hathaway's portfolio in Apple -- so it might still be a long-term winner.What happened to Alibaba?Buffett's longtime business partner, the late Charlie Munger, invested heavily in Alibaba through the Daily Journal in 2021. However, Munger eventually reduced that stake, and called it one of the \"worst mistakes\" of his career. Munger, like many other value-seeking investors, was initially drawn to Alibaba's low valuations. Unfortunately, Alibaba's stock became dirt cheap for three obvious reasons.First, China's antitrust regulators hit Alibaba with a record fine of $2.8 billion in September 2021 and forced it to end its exclusive deals with merchants, ease off its aggressive promotions, and request government approvals for its future acquisitions. Those new restrictions eroded Alibaba's defenses against JD.com, PDD Holdings, and other formidable e-commerce competitors.Second, China's economy cooled off as the macro headwinds intensified. That slowdown was exacerbated by the country's draconian COVID-19 lockdowns throughout 2021 and 2022.Lastly, the macro headwinds throttled the growth of its cloud business as companies reined in their software spending. That's why Alibaba's revenue rose a mere 2% in fiscal 2023 (which ended last March) as its adjusted earnings per ADS grew 4%.But looking ahead, analysts expect Alibaba's revenue and adjusted earnings to grow 11% and 22%, respectively, in fiscal 2024 as China's macro environment stabilizes. However, the recent departure of its longtime CEO, its confusing restructuring plans (which might lead to spin-offs and IPOs for its individual business units), and intense competition from PDD in China suggest its high-growth days are over. On the other hand, Alibaba still repurchased $15.7 billion in ADR shares throughout fiscal 2023 and the first half of fiscal 2024, and its low forward P/E multiple of 8 might just set a floor under its stock.The better buy: AppleAlibaba looks cheap relative to its growth potential, but its future is still murky and the delisting threats for U.S.-listed Chinese stocks could depress its valuations for the foreseeable future. The tightening restrictions for AI chip sales to China could also disrupt the expansion of its cloud infrastructure platform.Apple's stock might remain out of favor in this tough market, but its stable growth, expanding ecosystem, and massive war chest arguably make it a better buy than Alibaba, which still needs to overcome some tough macro, competitive, and regulatory challenges before it can be considered an undervalued growth stock again.","news_type":1,"symbols_score_info":{"89988":0.81,"BABA":0.9,"AAPL":1,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242466299605008,"gmtCreate":1700232880855,"gmtModify":1700232883592,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581287088018362","idStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it does not. They sold at 87","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it does not. They sold at 87","text":"$Alibaba(BABA)$ it does not. They sold at 87","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242466299605008","isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242590126743712,"gmtCreate":1700263232705,"gmtModify":1700263235629,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581287088018362","idStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount&nbsp;price.&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount&nbsp;price.&nbsp;","text":"$Alibaba(BABA)$ Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242590126743712","isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098990223,"gmtCreate":1643987803340,"gmtModify":1676533879248,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581287088018362","idStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>alibaba tell us&nbsp;that the earning report is&nbsp;super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>alibaba tell us&nbsp;that the earning report is&nbsp;super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares","text":"$Alibaba(BABA)$alibaba tell us that the earning report is super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098990223","isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106828680803150","authorId":"4106828680803150","name":"TxChris","avatar":"https://community-static.tradeup.com/news/cbe8203471c7ad69a8748a4078a43cf8","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4106828680803150","idStr":"4106828680803150"},"content":"Softbank may sell these ADS.","text":"Softbank may sell these ADS.","html":"Softbank may sell these ADS."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909236991,"gmtCreate":1658879634213,"gmtModify":1676536221350,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581287088018362","idStr":"3581287088018362"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909236991","repostId":"2254587430","repostType":2,"isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008345816,"gmtCreate":1641374067789,"gmtModify":1676533607320,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581287088018362","idStr":"3581287088018362"},"themes":[],"htmlText":"Charlie asked Jack on Baba.&nbsp;Jack asked Charlie, Baba&nbsp;Q4 profit is &gt;&nbsp;24% how do you think?&nbsp;","listText":"Charlie asked Jack on Baba.&nbsp;Jack asked Charlie, Baba&nbsp;Q4 profit is &gt;&nbsp;24% how do you think?&nbsp;","text":"Charlie asked Jack on Baba. Jack asked Charlie, Baba Q4 profit is > 24% how do you think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008345816","repostId":"1130731267","repostType":2,"repost":{"id":"1130731267","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641373624,"share":"https://ttm.financial/m/news/1130731267?lang=en_US&edition=fundamental","pubTime":"2022-01-05 17:07","market":"us","language":"en","title":"Alibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4","url":"https://stock-news.laohu8.com/highlight/detail?id=1130731267","media":"Tiger Newspress","summary":"Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.Daily Journ","content":"<html><head></head><body><p>Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.<img src=\"https://static.tigerbbs.com/488a162893649e5b430e83e3f2d7b60d\" tg-width=\"767\" tg-height=\"565\" referrerpolicy=\"no-referrer\"/>Daily Journal Corp, the publishing and technology company in which Warren Buffett&#39;s longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.</p><p>The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-05 17:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.<img src=\"https://static.tigerbbs.com/488a162893649e5b430e83e3f2d7b60d\" tg-width=\"767\" tg-height=\"565\" referrerpolicy=\"no-referrer\"/>Daily Journal Corp, the publishing and technology company in which Warren Buffett&#39;s longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.</p><p>The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130731267","content_text":"Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.Daily Journal Corp, the publishing and technology company in which Warren Buffett's longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970432144,"gmtCreate":1684803998589,"gmtModify":1684804003317,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581287088018362","idStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank(FRCB)$&nbsp;</a>P/B=0.35 when they stop trading.&nbsp;","listText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank(FRCB)$&nbsp;</a>P/B=0.35 when they stop trading.&nbsp;","text":"$First Republic Bank(FRCB)$ P/B=0.35 when they stop trading.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9970432144","isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578091555231876","authorId":"3578091555231876","name":"StreetCat","avatar":"https://community-static.tradeup.com/news/10240289f5373e15472b574f0d2f37a8","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3578091555231876","idStr":"3578091555231876"},"content":"Are their banks shuttered and employees all fired?","text":"Are their banks shuttered and employees all fired?","html":"Are their banks shuttered and employees all fired?"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}