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QPW

QPW

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2024-06-15

The hard truth is: 1. US govern protexts oil company > they wantto promote EV. 2. Government policy is clear. Sustainabikity ismore talk than action. Real action is from china. 3. Elon knows no big hope if u go against country policy. Tat's why he needs to venture to AI and robotics. 4. It is not his fault to spend on higher priorityItems like space and AI. Coz without support from US government, EV can't win big. Look atGM and Apple. Elon can't make it too obvious the future of EV, unless US policy supports green energy

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2021-08-25

$SEMBCORP MARINE LTD(S51.SI)$ Already loss all hope....down to less than 10 cents, might as well close shop lar

2022-03-17

‌$Tesla Motors(TSLA)$‌Everything is flat and silent now.....Waiting for,,,,the big news

2021-08-07

$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$ Sry Guys, but i hope it drop and drop, so i can buy. $666

2022-04-05

‌$Tesla Motors(TSLA)$‌big sell off coming

2021-09-10

Of course encouraging everyone to sell right? Tat’s the objective to bring price down…. Then buy back in….. good news to create that effext

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2021-07-24

Earnings shire beat estimate, but willShares go up?

Tesla Earnings Are Coming. Here’s the One Number That Matters.

2021-07-05

Gime a last big huat before market crash

Sorry, the original content has been removed

2022-05-26

sure bo.....they are one of the best company to beat estimate....only blind people only see the numbers but not understand in depth waht they do

Nvidia Shares Dropped 6% in Premarket Trading

2021-08-16

$Tesla Motors(TSLA)$So many people die in car accident, why not go investigate

Go to Tiger App to see more news

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ceo is smart. if u go into venz, trumps not going to help u. U will hv to take a bid risk forward. Maybe even losing your life. Lots of assaination going around in venz","listText":"This ceo is smart. if u go into venz, trumps not going to help u. U will hv to take a bid risk forward. Maybe even losing your life. Lots of assaination going around in venz","text":"This ceo is smart. if u go into venz, trumps not going to help u. U will hv to take a bid risk forward. Maybe even losing your life. Lots of assaination going around in venz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521648588816736","repostId":"2603165319","repostType":4,"repost":{"id":"2603165319","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":1768360500,"share":"https://ttm.financial/m/news/2603165319?lang=en_US&edition=fundamental","pubTime":"2026-01-14 11:15","market":"us","language":"en","title":"Exxon Mobil’s Stock Hits a New High. Its CEO’s Call on Venezuela May Be Helping","url":"https://stock-news.laohu8.com/highlight/detail?id=2603165319","media":"Dow Jones","summary":"Trump has threatened to cut Exxon Mobil out of oil deals in Venezuela, but that hasn’t derailed the rally in the energy giant’s shares.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>’s stock hit a record high on Tuesday — a feat it hadn’t achieved in more than a year — as Wall Street seems to have discounted President Donald Trump’s criticism of the oil giant and its chief executive.</p><p style=\"text-align: start;\">Shares rose 2% to $126.54; the all-time closing high was the first for Exxon Mobil’s stock since Oct. 7, 2024, when it closed at $125.37. The stock has gained in three of the past four sessions, faltering slightly on Monday right after Trump’s comments.</p><p>Exxon Mobil CEO Darren Woods candidly called Venezuela “uninvestable” at a White House meeting on Friday, leading Trump on Sunday to threaten to cut the company out of any oil deals in Venezuela.</p><p>Trump may not have liked Woods’s tone on Venezuela, but there’s a list of other factors Wall Street loves about Exxon.</p><p>The company has earned praise from analysts for its steadiness, its ability to draw profit from all aspects of the energy industry, and its enviable exploration and production footprint — which includes West Texas’s Permian Basin and, next door to Venezuela, Guyana, where it has emerged as a key player.</p><p style=\"text-align: start;\">Guyana has become a “significant contributor to growth” in global oil supplies in just a few short years, according to the Energy Information Administraton, thanks in large part to Exxon Mobil’s investments.</p><p style=\"text-align: start;\">And as crude-oil futures hover below $65 a barrel, there’s very little incentive for Exxon and perhaps other integrated oil companies to vie for any possible riches in Venezuela, where there are more questions than answers at the moment.</p><p style=\"text-align: start;\">Until investors have confidence in long-term political continuity in that country, “capital will remain cautious, incremental, and conditional,” said Baron Lamarre, a former head of trading at Malaysia’s state-owned oil company Petronas.</p><p style=\"text-align: start;\">Trump reportedly wants crude oil to drop to $50 a barrel, a level that many in the energy industry consider far too low to be sustainable and one that could be at odds with the interests of U.S. crude-oil producers, even smaller ones.</p><p style=\"text-align: start;\">Exxon and <a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a> exited Venezuela after waves of expropriations that started under then-President Hugo Chávez in the 2000s and continued under Nicolás Maduro, who is now in American custody after a U.S. military operation on Jan. 3. <a href=\"https://laohu8.com/S/CVX\">Chevron</a> has remained in the country.</p><p style=\"text-align: start;\">Trump has said the U.S. would invest $100 billion in Venezuela, and that plenty of energy companies are lining up to be part of that effort. The president also told executives that their companies would have U.S. security guarantees when operating in Venezuela, without elaborating.</p><p style=\"text-align: start;\">At the meeting Friday, Woods also said that oil companies need to have “durable protections” for their investments and to see changes in Venezuela’s laws governing hydrocarbons.</p><p style=\"text-align: start;\">In the short term, he said Exxon Mobil had committed to sending a technical team to assess the situation, and that the company is willing to assist with bringing Venezuelan crude to the market.</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>Exxon Mobil’s Stock Hits a New High. 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Its CEO’s Call on Venezuela May Be Helping\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\">2026-01-14 11:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>’s stock hit a record high on Tuesday — a feat it hadn’t achieved in more than a year — as Wall Street seems to have discounted President Donald Trump’s criticism of the oil giant and its chief executive.</p><p style=\"text-align: start;\">Shares rose 2% to $126.54; the all-time closing high was the first for Exxon Mobil’s stock since Oct. 7, 2024, when it closed at $125.37. The stock has gained in three of the past four sessions, faltering slightly on Monday right after Trump’s comments.</p><p>Exxon Mobil CEO Darren Woods candidly called Venezuela “uninvestable” at a White House meeting on Friday, leading Trump on Sunday to threaten to cut the company out of any oil deals in Venezuela.</p><p>Trump may not have liked Woods’s tone on Venezuela, but there’s a list of other factors Wall Street loves about Exxon.</p><p>The company has earned praise from analysts for its steadiness, its ability to draw profit from all aspects of the energy industry, and its enviable exploration and production footprint — which includes West Texas’s Permian Basin and, next door to Venezuela, Guyana, where it has emerged as a key player.</p><p style=\"text-align: start;\">Guyana has become a “significant contributor to growth” in global oil supplies in just a few short years, according to the Energy Information Administraton, thanks in large part to Exxon Mobil’s investments.</p><p style=\"text-align: start;\">And as crude-oil futures hover below $65 a barrel, there’s very little incentive for Exxon and perhaps other integrated oil companies to vie for any possible riches in Venezuela, where there are more questions than answers at the moment.</p><p style=\"text-align: start;\">Until investors have confidence in long-term political continuity in that country, “capital will remain cautious, incremental, and conditional,” said Baron Lamarre, a former head of trading at Malaysia’s state-owned oil company Petronas.</p><p style=\"text-align: start;\">Trump reportedly wants crude oil to drop to $50 a barrel, a level that many in the energy industry consider far too low to be sustainable and one that could be at odds with the interests of U.S. crude-oil producers, even smaller ones.</p><p style=\"text-align: start;\">Exxon and <a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a> exited Venezuela after waves of expropriations that started under then-President Hugo Chávez in the 2000s and continued under Nicolás Maduro, who is now in American custody after a U.S. military operation on Jan. 3. <a href=\"https://laohu8.com/S/CVX\">Chevron</a> has remained in the country.</p><p style=\"text-align: start;\">Trump has said the U.S. would invest $100 billion in Venezuela, and that plenty of energy companies are lining up to be part of that effort. The president also told executives that their companies would have U.S. security guarantees when operating in Venezuela, without elaborating.</p><p style=\"text-align: start;\">At the meeting Friday, Woods also said that oil companies need to have “durable protections” for their investments and to see changes in Venezuela’s laws governing hydrocarbons.</p><p style=\"text-align: start;\">In the short term, he said Exxon Mobil had committed to sending a technical team to assess the situation, and that the company is willing to assist with bringing Venezuelan crude to the market.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","BK4550":"红杉资本持仓","LU2462611646.USD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (USD) INC MTI","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","BK4201":"综合性石油与天然气企业","SG9999002232.USD":"Allianz Global High Payout USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4570":"地缘局势概念股","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4534":"瑞士信贷持仓","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","LU0345780950.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) ACC","BK4566":"资本集团","XOM":"埃克森美孚","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4516":"特朗普概念","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4592":"伊斯兰概念","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0122376428.USD":"贝莱德世界能源基金A2"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603165319","content_text":"Exxon Mobil’s stock hit a record high on Tuesday — a feat it hadn’t achieved in more than a year — as Wall Street seems to have discounted President Donald Trump’s criticism of the oil giant and its chief executive.Shares rose 2% to $126.54; the all-time closing high was the first for Exxon Mobil’s stock since Oct. 7, 2024, when it closed at $125.37. The stock has gained in three of the past four sessions, faltering slightly on Monday right after Trump’s comments.Exxon Mobil CEO Darren Woods candidly called Venezuela “uninvestable” at a White House meeting on Friday, leading Trump on Sunday to threaten to cut the company out of any oil deals in Venezuela.Trump may not have liked Woods’s tone on Venezuela, but there’s a list of other factors Wall Street loves about Exxon.The company has earned praise from analysts for its steadiness, its ability to draw profit from all aspects of the energy industry, and its enviable exploration and production footprint — which includes West Texas’s Permian Basin and, next door to Venezuela, Guyana, where it has emerged as a key player.Guyana has become a “significant contributor to growth” in global oil supplies in just a few short years, according to the Energy Information Administraton, thanks in large part to Exxon Mobil’s investments.And as crude-oil futures hover below $65 a barrel, there’s very little incentive for Exxon and perhaps other integrated oil companies to vie for any possible riches in Venezuela, where there are more questions than answers at the moment.Until investors have confidence in long-term political continuity in that country, “capital will remain cautious, incremental, and conditional,” said Baron Lamarre, a former head of trading at Malaysia’s state-owned oil company Petronas.Trump reportedly wants crude oil to drop to $50 a barrel, a level that many in the energy industry consider far too low to be sustainable and one that could be at odds with the interests of U.S. crude-oil producers, even smaller ones.Exxon and ConocoPhillips exited Venezuela after waves of expropriations that started under then-President Hugo Chávez in the 2000s and continued under Nicolás Maduro, who is now in American custody after a U.S. military operation on Jan. 3. Chevron has remained in the country.Trump has said the U.S. would invest $100 billion in Venezuela, and that plenty of energy companies are lining up to be part of that effort. The president also told executives that their companies would have U.S. security guarantees when operating in Venezuela, without elaborating.At the meeting Friday, Woods also said that oil companies need to have “durable protections” for their investments and to see changes in Venezuela’s laws governing hydrocarbons.In the short term, he said Exxon Mobil had committed to sending a technical team to assess the situation, and that the company is willing to assist with bringing Venezuelan crude to the market.","news_type":1,"symbols_score_info":{"XOM":1.5}},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":512716850614896,"gmtCreate":1766202656541,"gmtModify":1766202660632,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"title":"","htmlText":"Typically , semi con will sell off into q1 to q2 of new year, so likely more bottom to come","listText":"Typically , semi con will sell off into q1 to q2 of new year, so likely more bottom to come","text":"Typically , semi con will sell off into q1 to q2 of new year, so likely more bottom to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/512716850614896","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499288814043864,"gmtCreate":1762921665619,"gmtModify":1762921669154,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"title":"","htmlText":"Retail, let's burn his profile","listText":"Retail, let's burn his profile","text":"Retail, let's burn his profile","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499288814043864","repostId":"1139425265","repostType":4,"repost":{"id":"1139425265","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":1762914749,"share":"https://ttm.financial/m/news/1139425265?lang=en_US&edition=fundamental","pubTime":"2025-11-12 10:32","market":"us","language":"en","title":"Michael Burry Sounds Alarm on $176B Depreciation Gap among Tech Giants","url":"https://stock-news.laohu8.com/highlight/detail?id=1139425265","media":"Tiger Newspress","summary":"Famed investor Michael Burry has sounded a new alarm, targeting Big Tech's accounting practices.Burry, who had famously predicted the 2008 financial crisis, said that major cloud and AI...","content":"<html><head></head><body><p>Famed investor Michael Burry has sounded a new alarm, targeting Big Tech&#39;s accounting practices.</p><p style=\"text-align: left;\">Burry, who had famously predicted the 2008 financial crisis, said that major cloud and AI infrastructure companies are artificially inflating profits by extending the &#34;useful life&#34; of their assets.</p><p style=\"text-align: left;\">“Understating depreciation by extending the useful life of assets artificially boosts earnings—one of the more common frauds of the modern era,” Burry wrote on social media platform X.</p><p style=\"text-align: left;\">Last week, Burry’s Scion Asset Management took bearish positions in AI darlings <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> and <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>, as he hinted at caution toward the artificial intelligence trade that has boosted a lot of this year&#39;s market rally.</p><p style=\"text-align: left;\">In the most recent post, Burry highlighted that hyperscalers have been aggressively increasing their capital expenditure through purchases of Nvidia chips and servers that usually last only two to three years.</p><p style=\"text-align: left;\">According to Burry, extending these assets&#39; lifespan on paper lets firms spread the depreciation expenses over longer periods, which then lowers reported costs and inflates net income. As per Burry&#39;s estimates, these adjustments will lead to a cumulative $176 billion understatement of depreciation between 2026 and 2028.</p><p style=\"text-align: left;\">He further estimated that <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>  will overstate earnings by 26.9% and 20.8%, respectively, by 2028. Burry also shared a chart that showed how firms have gradually increased their reported useful lives since 2020.</p><p style=\"text-align: left;\">Meta’s network equipment lifespan rose from 3 years to 5½ by 2025,  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>  from 3 to 6, and Oracle’s from 5 to 6. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> made a similar shift, extending to six years by 2025.</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>&#39;s network equipment lifespan rose from 4 years in 2020 to 6 years in 2024 and then decreased to 5 years in 2025.</p><p style=\"text-align: left;\">&#34;We follow Generally Accepted Accounting Principles. In Q4 2024 we completed a useful life study for our servers and networking equipment and observed an increased pace of technology development, particularly in the area of AI and ML, which resulted in a decrease in the useful lives for a subset of our servers and networking equipment from 6 years to 5 years, beginning Jan 2025,&#34; Amazon&#39;s Angie Quennell said in an emailed statement to Seeking Alpha.</p><p style=\"text-align: left;\">Burry added he will provide more details on November 25.</p><p style=\"text-align: left;\">Alphabet, Meta, Oracle, and Microsoft did not immediately respond to Seeking Alpha&#39;s request for comments.</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>Michael Burry Sounds Alarm on $176B Depreciation Gap among Tech Giants</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; 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}\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\">\nMichael Burry Sounds Alarm on $176B Depreciation Gap among Tech Giants\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\">2025-11-12 10:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Famed investor Michael Burry has sounded a new alarm, targeting Big Tech&#39;s accounting practices.</p><p style=\"text-align: left;\">Burry, who had famously predicted the 2008 financial crisis, said that major cloud and AI infrastructure companies are artificially inflating profits by extending the &#34;useful life&#34; of their assets.</p><p style=\"text-align: left;\">“Understating depreciation by extending the useful life of assets artificially boosts earnings—one of the more common frauds of the modern era,” Burry wrote on social media platform X.</p><p style=\"text-align: left;\">Last week, Burry’s Scion Asset Management took bearish positions in AI darlings <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> and <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>, as he hinted at caution toward the artificial intelligence trade that has boosted a lot of this year&#39;s market rally.</p><p style=\"text-align: left;\">In the most recent post, Burry highlighted that hyperscalers have been aggressively increasing their capital expenditure through purchases of Nvidia chips and servers that usually last only two to three years.</p><p style=\"text-align: left;\">According to Burry, extending these assets&#39; lifespan on paper lets firms spread the depreciation expenses over longer periods, which then lowers reported costs and inflates net income. As per Burry&#39;s estimates, these adjustments will lead to a cumulative $176 billion understatement of depreciation between 2026 and 2028.</p><p style=\"text-align: left;\">He further estimated that <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>  will overstate earnings by 26.9% and 20.8%, respectively, by 2028. Burry also shared a chart that showed how firms have gradually increased their reported useful lives since 2020.</p><p style=\"text-align: left;\">Meta’s network equipment lifespan rose from 3 years to 5½ by 2025,  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>  from 3 to 6, and Oracle’s from 5 to 6. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> made a similar shift, extending to six years by 2025.</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>&#39;s network equipment lifespan rose from 4 years in 2020 to 6 years in 2024 and then decreased to 5 years in 2025.</p><p style=\"text-align: left;\">&#34;We follow Generally Accepted Accounting Principles. In Q4 2024 we completed a useful life study for our servers and networking equipment and observed an increased pace of technology development, particularly in the area of AI and ML, which resulted in a decrease in the useful lives for a subset of our servers and networking equipment from 6 years to 5 years, beginning Jan 2025,&#34; Amazon&#39;s Angie Quennell said in an emailed statement to Seeking Alpha.</p><p style=\"text-align: left;\">Burry added he will provide more details on November 25.</p><p style=\"text-align: left;\">Alphabet, Meta, Oracle, and Microsoft did not immediately respond to Seeking Alpha&#39;s request for comments.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","ORCL":"甲骨文"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139425265","content_text":"Famed investor Michael Burry has sounded a new alarm, targeting Big Tech's accounting practices.Burry, who had famously predicted the 2008 financial crisis, said that major cloud and AI infrastructure companies are artificially inflating profits by extending the \"useful life\" of their assets.“Understating depreciation by extending the useful life of assets artificially boosts earnings—one of the more common frauds of the modern era,” Burry wrote on social media platform X.Last week, Burry’s Scion Asset Management took bearish positions in AI darlings NVIDIA and Palantir Technologies Inc., as he hinted at caution toward the artificial intelligence trade that has boosted a lot of this year's market rally.In the most recent post, Burry highlighted that hyperscalers have been aggressively increasing their capital expenditure through purchases of Nvidia chips and servers that usually last only two to three years.According to Burry, extending these assets' lifespan on paper lets firms spread the depreciation expenses over longer periods, which then lowers reported costs and inflates net income. As per Burry's estimates, these adjustments will lead to a cumulative $176 billion understatement of depreciation between 2026 and 2028.He further estimated that Oracle and  Meta Platforms, Inc.  will overstate earnings by 26.9% and 20.8%, respectively, by 2028. Burry also shared a chart that showed how firms have gradually increased their reported useful lives since 2020.Meta’s network equipment lifespan rose from 3 years to 5½ by 2025,  Alphabet  from 3 to 6, and Oracle’s from 5 to 6. Microsoft made a similar shift, extending to six years by 2025.Amazon.com's network equipment lifespan rose from 4 years in 2020 to 6 years in 2024 and then decreased to 5 years in 2025.\"We follow Generally Accepted Accounting Principles. In Q4 2024 we completed a useful life study for our servers and networking equipment and observed an increased pace of technology development, particularly in the area of AI and ML, which resulted in a decrease in the useful lives for a subset of our servers and networking equipment from 6 years to 5 years, beginning Jan 2025,\" Amazon's Angie Quennell said in an emailed statement to Seeking Alpha.Burry added he will provide more details on November 25.Alphabet, Meta, Oracle, and Microsoft did not immediately respond to Seeking Alpha's request for comments.","news_type":1,"symbols_score_info":{"NVDA":2,"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486544822202456,"gmtCreate":1759815994169,"gmtModify":1759815998162,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Who ia going to pay 100 billion , open ai? With wat?","listText":"Who ia going to pay 100 billion , open ai? With wat?","text":"Who ia going to pay 100 billion , open ai? With wat?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/486544822202456","repostId":"2573654607","repostType":2,"repost":{"id":"2573654607","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":1759813200,"share":"https://ttm.financial/m/news/2573654607?lang=en_US&edition=fundamental","pubTime":"2025-10-07 13:00","market":"us","language":"en","title":"OpenAI Deals With AMD and Nvidia May Lead to a \"Show Me The Money\" Moment","url":"https://stock-news.laohu8.com/highlight/detail?id=2573654607","media":"Dow Jones","summary":"OpenAI deepened its claim in the AI gold rush Monday through a multibillion-dollar deal with Advanced Micro Devices. It just isn’t clear how it’s going to pay for it.","content":"<html><head></head><body><p style=\"text-align: start;\">OpenAI deepened its claim in the artificial intelligence gold rush Monday through a multibillion-dollar deal with Advanced Micro Devices. It just isn’t clear how it’s going to pay for it.</p><p>AMD said it inked a deal with OpenAI that could bring in billions in annual revenue for the chip maker and ultimately give the ChatGPT creator a 10% stake.</p><p>The agreement followed a similar pact between OpenAI and market leader Nvidia late last month. In that deal, OpenAI, still a private not-for-profit entity, would reportedly surrender an equity stake to Nvidia, which is helping it build out its AI infrastructure.</p><p>OpenAI CEO Sam Altman, who now sits as an effective kingmaker in the global AI investment narrative through his ties to both Nvidia, AMD, and the U.S. government’s Stargate project, has said he plans to spend trillions of dollars building out OpenAI’s data centers in the “not very distant future.”</p><p>He is probably not wrong about the price tag. Combining the 10 gigawatt deal with Nvidia and Monday’s six gigawatt pact with AMD, OpenAI is now looking to deploy, or buy AI GPUs with, enough power to light up all 12 million homes in Texas.</p><p style=\"text-align: start;\">No one is sure what the cost for that kind of computing heat is going to be, although it is safe to say Altman’s forecast is pretty close. But with only a reported $4.3 billion in current revenue, and a bottom line loss of $2.5 billion, OpenAI isn’t going to do this alone.</p><p style=\"text-align: start;\">And that is what might worry some investors looking at the feedback loop of financing that OpenAI is securing.</p><p>Reports suggest Oracle, one of Nvidia’s biggest chip customers,booked a $300 billioncontract to provide computing power to OpenAI, which is also committed to buying an unspecified amount of Nvidia chips.</p><p style=\"text-align: start;\">That leaves billions of dollars flowing from OpenAI into Oracle, then back into Nvidia, then back into OpenAI.</p><p style=\"text-align: start;\">The AMD deal, meanwhile, gives OpenAI warrants for the right to buy 160 million shares of AMD at increasingly higher valuations, based on contract milestones. The warrants will cost a penny a piece and vest in various tranches, the first of which is expected in the second half of next year.</p><p style=\"text-align: start;\">“The more OpenAI deploys the more revenue we get, and they get to share in the upside,” AMD CEO Lisa Su told investors on Monday.</p><p style=\"text-align: start;\">“The circularity makes me nervous,” legendary hedge fund investor Paul Tudor Jones told CNBC on Monday when asked about the broader nature of AI infrastructure financing.</p><p style=\"text-align: start;\">OpenAI isn’t anywhere near to the point of being able to finance its ambitions with revenue.</p><p>Earlier this year, the tech news website The Information said OpenAI is forecasting $125 billion in revenue in 2029. That would be a compound annual growth rate of around 100% from current levels.</p><p style=\"text-align: start;\">Before that, however, OpenAI is going to have to tap capital markets. Goldman Sachs analysts see it borrowing and/or raising through equity sales around $75 billion next year alone. And while they note Oracle’s recent $18 billion bond sale was a success, new deals are likely to draw a sharper eye from investors.</p><p style=\"text-align: start;\">“When equity investment comes from a supplier, we believe additional scrutiny is warranted given the ‘circular’ nature of the revenue,” the bank said.</p><p style=\"text-align: start;\">Investors don’t appear concerned when it comes to AMD. Its shares were last marked 26% higher on the session, adding around $75 billion to its overall market value. That is no surprise, given AMD has said the deal could generate $100 billion in direct and related revenue over the next four years.</p><p style=\"text-align: start;\">The ultimate value for OpenAI may prove a bit more complicated.</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>OpenAI Deals With AMD and Nvidia May Lead to a \"Show Me The Money\" Moment</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\">\nOpenAI Deals With AMD and Nvidia May Lead to a \"Show Me The Money\" Moment\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\">2025-10-07 13:00</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;\">OpenAI deepened its claim in the artificial intelligence gold rush Monday through a multibillion-dollar deal with Advanced Micro Devices. It just isn’t clear how it’s going to pay for it.</p><p>AMD said it inked a deal with OpenAI that could bring in billions in annual revenue for the chip maker and ultimately give the ChatGPT creator a 10% stake.</p><p>The agreement followed a similar pact between OpenAI and market leader Nvidia late last month. In that deal, OpenAI, still a private not-for-profit entity, would reportedly surrender an equity stake to Nvidia, which is helping it build out its AI infrastructure.</p><p>OpenAI CEO Sam Altman, who now sits as an effective kingmaker in the global AI investment narrative through his ties to both Nvidia, AMD, and the U.S. government’s Stargate project, has said he plans to spend trillions of dollars building out OpenAI’s data centers in the “not very distant future.”</p><p>He is probably not wrong about the price tag. Combining the 10 gigawatt deal with Nvidia and Monday’s six gigawatt pact with AMD, OpenAI is now looking to deploy, or buy AI GPUs with, enough power to light up all 12 million homes in Texas.</p><p style=\"text-align: start;\">No one is sure what the cost for that kind of computing heat is going to be, although it is safe to say Altman’s forecast is pretty close. But with only a reported $4.3 billion in current revenue, and a bottom line loss of $2.5 billion, OpenAI isn’t going to do this alone.</p><p style=\"text-align: start;\">And that is what might worry some investors looking at the feedback loop of financing that OpenAI is securing.</p><p>Reports suggest Oracle, one of Nvidia’s biggest chip customers,booked a $300 billioncontract to provide computing power to OpenAI, which is also committed to buying an unspecified amount of Nvidia chips.</p><p style=\"text-align: start;\">That leaves billions of dollars flowing from OpenAI into Oracle, then back into Nvidia, then back into OpenAI.</p><p style=\"text-align: start;\">The AMD deal, meanwhile, gives OpenAI warrants for the right to buy 160 million shares of AMD at increasingly higher valuations, based on contract milestones. The warrants will cost a penny a piece and vest in various tranches, the first of which is expected in the second half of next year.</p><p style=\"text-align: start;\">“The more OpenAI deploys the more revenue we get, and they get to share in the upside,” AMD CEO Lisa Su told investors on Monday.</p><p style=\"text-align: start;\">“The circularity makes me nervous,” legendary hedge fund investor Paul Tudor Jones told CNBC on Monday when asked about the broader nature of AI infrastructure financing.</p><p style=\"text-align: start;\">OpenAI isn’t anywhere near to the point of being able to finance its ambitions with revenue.</p><p>Earlier this year, the tech news website The Information said OpenAI is forecasting $125 billion in revenue in 2029. That would be a compound annual growth rate of around 100% from current levels.</p><p style=\"text-align: start;\">Before that, however, OpenAI is going to have to tap capital markets. Goldman Sachs analysts see it borrowing and/or raising through equity sales around $75 billion next year alone. And while they note Oracle’s recent $18 billion bond sale was a success, new deals are likely to draw a sharper eye from investors.</p><p style=\"text-align: start;\">“When equity investment comes from a supplier, we believe additional scrutiny is warranted given the ‘circular’ nature of the revenue,” the bank said.</p><p style=\"text-align: start;\">Investors don’t appear concerned when it comes to AMD. Its shares were last marked 26% higher on the session, adding around $75 billion to its overall market value. That is no surprise, given AMD has said the deal could generate $100 billion in direct and related revenue over the next four years.</p><p style=\"text-align: start;\">The ultimate value for OpenAI may prove a bit more complicated.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","NVDA":"英伟达","BK4097":"系统软件","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","BK4527":"明星科技股","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","AMD":"美国超微公司","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK6116":"汽车零售","LU0861579265.USD":"联博低波幅策略股票基金A","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","BK6517":"汽车股","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (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":"2573654607","content_text":"OpenAI deepened its claim in the artificial intelligence gold rush Monday through a multibillion-dollar deal with Advanced Micro Devices. It just isn’t clear how it’s going to pay for it.AMD said it inked a deal with OpenAI that could bring in billions in annual revenue for the chip maker and ultimately give the ChatGPT creator a 10% stake.The agreement followed a similar pact between OpenAI and market leader Nvidia late last month. In that deal, OpenAI, still a private not-for-profit entity, would reportedly surrender an equity stake to Nvidia, which is helping it build out its AI infrastructure.OpenAI CEO Sam Altman, who now sits as an effective kingmaker in the global AI investment narrative through his ties to both Nvidia, AMD, and the U.S. government’s Stargate project, has said he plans to spend trillions of dollars building out OpenAI’s data centers in the “not very distant future.”He is probably not wrong about the price tag. Combining the 10 gigawatt deal with Nvidia and Monday’s six gigawatt pact with AMD, OpenAI is now looking to deploy, or buy AI GPUs with, enough power to light up all 12 million homes in Texas.No one is sure what the cost for that kind of computing heat is going to be, although it is safe to say Altman’s forecast is pretty close. But with only a reported $4.3 billion in current revenue, and a bottom line loss of $2.5 billion, OpenAI isn’t going to do this alone.And that is what might worry some investors looking at the feedback loop of financing that OpenAI is securing.Reports suggest Oracle, one of Nvidia’s biggest chip customers,booked a $300 billioncontract to provide computing power to OpenAI, which is also committed to buying an unspecified amount of Nvidia chips.That leaves billions of dollars flowing from OpenAI into Oracle, then back into Nvidia, then back into OpenAI.The AMD deal, meanwhile, gives OpenAI warrants for the right to buy 160 million shares of AMD at increasingly higher valuations, based on contract milestones. The warrants will cost a penny a piece and vest in various tranches, the first of which is expected in the second half of next year.“The more OpenAI deploys the more revenue we get, and they get to share in the upside,” AMD CEO Lisa Su told investors on Monday.“The circularity makes me nervous,” legendary hedge fund investor Paul Tudor Jones told CNBC on Monday when asked about the broader nature of AI infrastructure financing.OpenAI isn’t anywhere near to the point of being able to finance its ambitions with revenue.Earlier this year, the tech news website The Information said OpenAI is forecasting $125 billion in revenue in 2029. That would be a compound annual growth rate of around 100% from current levels.Before that, however, OpenAI is going to have to tap capital markets. Goldman Sachs analysts see it borrowing and/or raising through equity sales around $75 billion next year alone. And while they note Oracle’s recent $18 billion bond sale was a success, new deals are likely to draw a sharper eye from investors.“When equity investment comes from a supplier, we believe additional scrutiny is warranted given the ‘circular’ nature of the revenue,” the bank said.Investors don’t appear concerned when it comes to AMD. Its shares were last marked 26% higher on the session, adding around $75 billion to its overall market value. That is no surprise, given AMD has said the deal could generate $100 billion in direct and related revenue over the next four years.The ultimate value for OpenAI may prove a bit more complicated.","news_type":1,"symbols_score_info":{"AMD":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466436234850320,"gmtCreate":1754913694025,"gmtModify":1754913697692,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"It is call protection money","listText":"It is call protection money","text":"It is call protection money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466436234850320","repostId":"1119688070","repostType":2,"repost":{"id":"1119688070","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754904165,"share":"https://ttm.financial/m/news/1119688070?lang=en_US&edition=fundamental","pubTime":"2025-08-11 17:22","market":"us","language":"en","title":"Nvidia and AMD Drop as They Said to Pay 15% of China Chip Sale Revenues to US","url":"https://stock-news.laohu8.com/highlight/detail?id=1119688070","media":"Tiger Newspress","summary":"$Nvidia(NVDA)$ and $AMD(AMD)$ have agreed to give the U.S. government 15% of revenue from sales to China of advanced computer chips like Nvidia's H20 that are used for artificial intelligence...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/AMD\">AMD</a> have agreed to give the U.S. government 15% of revenue from sales to China of advanced computer chips like Nvidia&#39;s H20 that are used for artificial intelligence applications, a U.S. official told Reuters on Sunday.</p><p>Nvidia shares fell 1.2% in premarket trading on Monday while AMD dropped 2.3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bac394fcd5da0115dc29fd54651bf688\" tg-width=\"593\" tg-height=\"125\"/></p><p>U.S. President Donald Trump&#39;s administration halted sales of H20 chips to China in April, but Nvidia last month announced the U.S. said that it would allow the company to resume sales and it hoped to start deliveries soon.</p><p>Another U.S. official said on Friday that the Commerce Department had begun issuing licenses for the sale of H20 chips to China.</p><p>When asked if Nvidia had agreed to pay 15% of revenues to the U.S., a Nvidia spokesperson said in a statement, &#34;We follow rules the U.S. government sets for our participation in worldwide markets.&#34;</p><p>The spokesperson added: &#34;While we haven&#39;t shipped H20 to China for months, we hope export control rules will let America compete in China and worldwide.&#34;</p><p>AMD did not respond to a request for comment on the news, which was first reported by the Financial Times earlier on Sunday. The U.S. Department of Commerce did not immediately respond to a request for comment.</p><p>China&#39;s foreign ministry did not immediately respond to a request for comment.</p><p>China represents a significant market for both companies. Nvidia generated $17 billion in revenue from China in the fiscal year ending January 26, representing 13% of total sales. AMD reported $6.2 billion in China revenue for 2024, accounting for 24% of total revenue.</p><p>The Financial Times said the chipmakers agreed to the arrangement as a condition for obtaining the export licences for their semiconductors, including AMD&#39;s MI308 chips. The report said the Trump administration had yet to determine how to use the money.</p><p>“It’s wild,” said Geoff Gertz, a senior fellow at Center for New American Security, an independent think tank in Washington, D.C.</p><p>“Either selling H20 chips to China is a national security risk, in which case we shouldn’t be doing it to begin with, or it’s not a national security risk, in which case, why are we putting this extra penalty on the sale?&#34;</p><p>U.S. Commerce Secretary Howard Lutnick said last month the planned resumption of sales of the AI chips was part of U.S. negotiations with China to get rare earths and described the H20 as Nvidia&#39;s &#34;fourth-best chip&#34; in an interview with CNBC.</p><p>Lutnick said it was in U.S. interests to have Chinese companies using American technology, even if the most advanced was prohibited from export, so they continued to use an American &#34;tech stack.&#34;</p><p>The U.S. official said the Trump administration did not feel the sale of H20 and equivalent chips was compromising U.S. national security. The official did not know when the agreement would be implemented or exactly how, but said the administration would be in compliance with the law.</p><p>Alasdair Phillips-Robins, who served as an adviser at the Commerce Department during former President Joe Biden&#39;s administration, criticized the move.</p><p>“If this reporting is accurate, it suggests the administration is trading away national security protections for revenue for the Treasury,&#34; Phillips-Robins said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia and AMD Drop as They Said to Pay 15% of China Chip Sale Revenues to US</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia and AMD Drop as They Said to Pay 15% of China Chip Sale Revenues to US\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\">2025-08-11 17:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/AMD\">AMD</a> have agreed to give the U.S. government 15% of revenue from sales to China of advanced computer chips like Nvidia&#39;s H20 that are used for artificial intelligence applications, a U.S. official told Reuters on Sunday.</p><p>Nvidia shares fell 1.2% in premarket trading on Monday while AMD dropped 2.3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bac394fcd5da0115dc29fd54651bf688\" tg-width=\"593\" tg-height=\"125\"/></p><p>U.S. President Donald Trump&#39;s administration halted sales of H20 chips to China in April, but Nvidia last month announced the U.S. said that it would allow the company to resume sales and it hoped to start deliveries soon.</p><p>Another U.S. official said on Friday that the Commerce Department had begun issuing licenses for the sale of H20 chips to China.</p><p>When asked if Nvidia had agreed to pay 15% of revenues to the U.S., a Nvidia spokesperson said in a statement, &#34;We follow rules the U.S. government sets for our participation in worldwide markets.&#34;</p><p>The spokesperson added: &#34;While we haven&#39;t shipped H20 to China for months, we hope export control rules will let America compete in China and worldwide.&#34;</p><p>AMD did not respond to a request for comment on the news, which was first reported by the Financial Times earlier on Sunday. The U.S. Department of Commerce did not immediately respond to a request for comment.</p><p>China&#39;s foreign ministry did not immediately respond to a request for comment.</p><p>China represents a significant market for both companies. Nvidia generated $17 billion in revenue from China in the fiscal year ending January 26, representing 13% of total sales. AMD reported $6.2 billion in China revenue for 2024, accounting for 24% of total revenue.</p><p>The Financial Times said the chipmakers agreed to the arrangement as a condition for obtaining the export licences for their semiconductors, including AMD&#39;s MI308 chips. The report said the Trump administration had yet to determine how to use the money.</p><p>“It’s wild,” said Geoff Gertz, a senior fellow at Center for New American Security, an independent think tank in Washington, D.C.</p><p>“Either selling H20 chips to China is a national security risk, in which case we shouldn’t be doing it to begin with, or it’s not a national security risk, in which case, why are we putting this extra penalty on the sale?&#34;</p><p>U.S. Commerce Secretary Howard Lutnick said last month the planned resumption of sales of the AI chips was part of U.S. negotiations with China to get rare earths and described the H20 as Nvidia&#39;s &#34;fourth-best chip&#34; in an interview with CNBC.</p><p>Lutnick said it was in U.S. interests to have Chinese companies using American technology, even if the most advanced was prohibited from export, so they continued to use an American &#34;tech stack.&#34;</p><p>The U.S. official said the Trump administration did not feel the sale of H20 and equivalent chips was compromising U.S. national security. The official did not know when the agreement would be implemented or exactly how, but said the administration would be in compliance with the law.</p><p>Alasdair Phillips-Robins, who served as an adviser at the Commerce Department during former President Joe Biden&#39;s administration, criticized the move.</p><p>“If this reporting is accurate, it suggests the administration is trading away national security protections for revenue for the Treasury,&#34; Phillips-Robins said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119688070","content_text":"Nvidia and AMD have agreed to give the U.S. government 15% of revenue from sales to China of advanced computer chips like Nvidia's H20 that are used for artificial intelligence applications, a U.S. official told Reuters on Sunday.Nvidia shares fell 1.2% in premarket trading on Monday while AMD dropped 2.3%.U.S. President Donald Trump's administration halted sales of H20 chips to China in April, but Nvidia last month announced the U.S. said that it would allow the company to resume sales and it hoped to start deliveries soon.Another U.S. official said on Friday that the Commerce Department had begun issuing licenses for the sale of H20 chips to China.When asked if Nvidia had agreed to pay 15% of revenues to the U.S., a Nvidia spokesperson said in a statement, \"We follow rules the U.S. government sets for our participation in worldwide markets.\"The spokesperson added: \"While we haven't shipped H20 to China for months, we hope export control rules will let America compete in China and worldwide.\"AMD did not respond to a request for comment on the news, which was first reported by the Financial Times earlier on Sunday. The U.S. Department of Commerce did not immediately respond to a request for comment.China's foreign ministry did not immediately respond to a request for comment.China represents a significant market for both companies. Nvidia generated $17 billion in revenue from China in the fiscal year ending January 26, representing 13% of total sales. AMD reported $6.2 billion in China revenue for 2024, accounting for 24% of total revenue.The Financial Times said the chipmakers agreed to the arrangement as a condition for obtaining the export licences for their semiconductors, including AMD's MI308 chips. The report said the Trump administration had yet to determine how to use the money.“It’s wild,” said Geoff Gertz, a senior fellow at Center for New American Security, an independent think tank in Washington, D.C.“Either selling H20 chips to China is a national security risk, in which case we shouldn’t be doing it to begin with, or it’s not a national security risk, in which case, why are we putting this extra penalty on the sale?\"U.S. Commerce Secretary Howard Lutnick said last month the planned resumption of sales of the AI chips was part of U.S. negotiations with China to get rare earths and described the H20 as Nvidia's \"fourth-best chip\" in an interview with CNBC.Lutnick said it was in U.S. interests to have Chinese companies using American technology, even if the most advanced was prohibited from export, so they continued to use an American \"tech stack.\"The U.S. official said the Trump administration did not feel the sale of H20 and equivalent chips was compromising U.S. national security. The official did not know when the agreement would be implemented or exactly how, but said the administration would be in compliance with the law.Alasdair Phillips-Robins, who served as an adviser at the Commerce Department during former President Joe Biden's administration, criticized the move.“If this reporting is accurate, it suggests the administration is trading away national security protections for revenue for the Treasury,\" Phillips-Robins said.","news_type":1,"symbols_score_info":{"AMD":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457613844320424,"gmtCreate":1752729011558,"gmtModify":1752729015620,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> more to come","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> more to come","text":"$Meta Platforms, Inc.(META)$ more to come","images":[{"img":"https://community-static.tradeup.com/news/1fb538d9222478f2ad76036332ee846f","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457613844320424","isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":455574807269968,"gmtCreate":1752246344809,"gmtModify":1752246348518,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/455574807269968","repostId":"1126901154","repostType":2,"repost":{"id":"1126901154","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":1752223377,"share":"https://ttm.financial/m/news/1126901154?lang=en_US&edition=fundamental","pubTime":"2025-07-11 16:42","market":"us","language":"en","title":"Nvidia Now ≈ 1.8x Alphabet; 4x Tesla; 15.7x Alibaba; 17x AMD…","url":"https://stock-news.laohu8.com/highlight/detail?id=1126901154","media":"Tiger Newspress","summary":"$Nvidia(NVDA)$ has officially closed Thursday’s trading session with a market capitalization of $4 trillion, marking a historic milestone for the AI chipmaker and further cementing its position at...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has officially closed Thursday’s trading session with a market capitalization of $4 trillion, marking a historic milestone for the AI chipmaker and further cementing its position at the heart of the global tech rally.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f509cc161b0a42c6190f00d751c73545\" tg-width=\"1200\" tg-height=\"1200\"/></p><p>While Nvidia now ranks alongside Apple and Microsoft in the $3–4 trillion club, what’s striking is how its valuation compares to other well-known tech giants:</p><ul style=\"\"><li><p><strong>1.8× <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></strong> ($2.17 trillion)</p></li><li><p><strong>4× <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> ($998.08 billion)</p></li><li><p><strong>17× <a href=\"https://laohu8.com/S/AMD\">AMD</a></strong> ($233.74 billion)</p></li><li><p><strong>7× <a href=\"https://laohu8.com/S/700\">Tencent</a></strong> ($572.77 billion)</p></li><li><p><strong>15.7× <a href=\"https://laohu8.com/S/BABA\">Alibaba</a></strong> ($254.45 billion)</p></li><li><p><strong>88.9× <a href=\"https://laohu8.com/S/JD\">JD.com</a></strong> ($45.00 billion)</p></li></ul><p>These comparisons help visualize the scale of Nvidia’s rise, driven largely by its dominant position in the AI hardware sector. Its GPUs underpin many of today’s generative AI systems, from data centers to large-scale model training — a key reason for the surge in investor enthusiasm.</p><p>The company’s valuation has multiplied rapidly over the past year amid a broader AI boom. While some analysts warn of overheating in the chip sector, others argue that Nvidia’s leadership position justifies the premium.</p><blockquote><p>“When investors say ‘AI,’ what they really mean is Nvidia,” remarked one market strategist.</p></blockquote><p>As of the close of trading on Thursday, local time, Nvidia stands not only as a chipmaker but as a bellwether of the AI era — its $4 trillion valuation redefining what’s possible in modern tech markets.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Now ≈ 1.8x Alphabet; 4x Tesla; 15.7x Alibaba; 17x AMD…</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Now ≈ 1.8x Alphabet; 4x Tesla; 15.7x Alibaba; 17x AMD…\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\">2025-07-11 16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has officially closed Thursday’s trading session with a market capitalization of $4 trillion, marking a historic milestone for the AI chipmaker and further cementing its position at the heart of the global tech rally.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f509cc161b0a42c6190f00d751c73545\" tg-width=\"1200\" tg-height=\"1200\"/></p><p>While Nvidia now ranks alongside Apple and Microsoft in the $3–4 trillion club, what’s striking is how its valuation compares to other well-known tech giants:</p><ul style=\"\"><li><p><strong>1.8× <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></strong> ($2.17 trillion)</p></li><li><p><strong>4× <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> ($998.08 billion)</p></li><li><p><strong>17× <a href=\"https://laohu8.com/S/AMD\">AMD</a></strong> ($233.74 billion)</p></li><li><p><strong>7× <a href=\"https://laohu8.com/S/700\">Tencent</a></strong> ($572.77 billion)</p></li><li><p><strong>15.7× <a href=\"https://laohu8.com/S/BABA\">Alibaba</a></strong> ($254.45 billion)</p></li><li><p><strong>88.9× <a href=\"https://laohu8.com/S/JD\">JD.com</a></strong> ($45.00 billion)</p></li></ul><p>These comparisons help visualize the scale of Nvidia’s rise, driven largely by its dominant position in the AI hardware sector. Its GPUs underpin many of today’s generative AI systems, from data centers to large-scale model training — a key reason for the surge in investor enthusiasm.</p><p>The company’s valuation has multiplied rapidly over the past year amid a broader AI boom. While some analysts warn of overheating in the chip sector, others argue that Nvidia’s leadership position justifies the premium.</p><blockquote><p>“When investors say ‘AI,’ what they really mean is Nvidia,” remarked one market strategist.</p></blockquote><p>As of the close of trading on Thursday, local time, Nvidia stands not only as a chipmaker but as a bellwether of the AI era — its $4 trillion valuation redefining what’s possible in modern tech markets.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GOOG":"谷歌","BABA":"阿里巴巴","JD":"京东","00700":"腾讯控股","TCEHY":"腾讯控股ADR","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126901154","content_text":"Nvidia has officially closed Thursday’s trading session with a market capitalization of $4 trillion, marking a historic milestone for the AI chipmaker and further cementing its position at the heart of the global tech rally.While Nvidia now ranks alongside Apple and Microsoft in the $3–4 trillion club, what’s striking is how its valuation compares to other well-known tech giants:1.8× Alphabet ($2.17 trillion)4× Tesla ($998.08 billion)17× AMD ($233.74 billion)7× Tencent ($572.77 billion)15.7× Alibaba ($254.45 billion)88.9× JD.com ($45.00 billion)These comparisons help visualize the scale of Nvidia’s rise, driven largely by its dominant position in the AI hardware sector. Its GPUs underpin many of today’s generative AI systems, from data centers to large-scale model training — a key reason for the surge in investor enthusiasm.The company’s valuation has multiplied rapidly over the past year amid a broader AI boom. While some analysts warn of overheating in the chip sector, others argue that Nvidia’s leadership position justifies the premium.“When investors say ‘AI,’ what they really mean is Nvidia,” remarked one market strategist.As of the close of trading on Thursday, local time, Nvidia stands not only as a chipmaker but as a bellwether of the AI era — its $4 trillion valuation redefining what’s possible in modern tech markets.","news_type":1,"symbols_score_info":{"TSLA":1.1,"NVDA":1.1,"GOOG":1.1,"BABA":1.1,"TCEHY":1.1,"JD":1.1,"00700":1.1}},"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439018763498216,"gmtCreate":1748216555985,"gmtModify":1748216560357,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; will hit 150 again this year","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; will hit 150 again this year","text":"$NVIDIA(NVDA)$ will hit 150 again this year","images":[{"img":"https://community-static.tradeup.com/news/a6890eaf9607479562f1ee92d1380e70","width":"1170","height":"2978"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439018763498216","isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":424316234310008,"gmtCreate":1744600602351,"gmtModify":1744600605024,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/424316234310008","repostId":"423886749073720","repostType":1,"repost":{"id":423886749073720,"gmtCreate":1744495729338,"gmtModify":1744498475870,"author":{"id":"3575132378763965","authorId":"3575132378763965","name":"laicailai33","avatar":"https://community-static.tradeup.com/news/471785ae4f9fb8d73401861870a54c61","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575132378763965","idStr":"3575132378763965"},"themes":[],"htmlText":"Today, investors should keep an eye on tech giants like NVIDIA (NVDA) and Apple (AAPL) as AI-driven momentum and product updates continue to drive volatility. Semiconductor stocks, including AMD (AMD) and TSMC (TSM), may see movement amid industry demand shifts. Tesla (TSLA) could also be in focus following earnings reports or updates on EV production. Meanwhile, meme stocks like GameStop (GME) and AMC (AMC) may experience heightened activity due to retail trader interest. Always monitor earnings releases, Fed policy hints, and macroeconomic data for broader market cues.\"*&nbsp;&nbsp; Let me know if you'd like a focus on specific sectors or trends!","listText":"Today, investors should keep an eye on tech giants like NVIDIA (NVDA) and Apple (AAPL) as AI-driven momentum and product updates continue to drive volatility. Semiconductor stocks, including AMD (AMD) and TSMC (TSM), may see movement amid industry demand shifts. Tesla (TSLA) could also be in focus following earnings reports or updates on EV production. Meanwhile, meme stocks like GameStop (GME) and AMC (AMC) may experience heightened activity due to retail trader interest. Always monitor earnings releases, Fed policy hints, and macroeconomic data for broader market cues.\"*&nbsp;&nbsp; Let me know if you'd like a focus on specific sectors or trends!","text":"Today, investors should keep an eye on tech giants like NVIDIA (NVDA) and Apple (AAPL) as AI-driven momentum and product updates continue to drive volatility. Semiconductor stocks, including AMD (AMD) and TSMC (TSM), may see movement amid industry demand shifts. Tesla (TSLA) could also be in focus following earnings reports or updates on EV production. Meanwhile, meme stocks like GameStop (GME) and AMC (AMC) may experience heightened activity due to retail trader interest. Always monitor earnings releases, Fed policy hints, and macroeconomic data for broader market cues.\"* Let me know if you'd like a focus on specific sectors or trends!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423886749073720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":424315104035672,"gmtCreate":1744600580211,"gmtModify":1744600582501,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/424315104035672","repostId":"423919984812416","repostType":1,"repost":{"id":423919984812416,"gmtCreate":1744503886082,"gmtModify":1744505397760,"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v> It is clear Trump's Pay To Play game is working for some Chip companies but Not Intel USA. Was Intel a Donor attending the Mar-a-Lago $1 Million a plate dinner Pay To Play Game on April 4th? Big Talks face to face with President Trump gives you Big Headlines in the Press. Intel USA could find the Cure for Cancer and still be Shorted by Wall Street, they Fear Intel USA.BIG HEADLINE, TSMC will make a 2nm chip in the USA in the next 3-5 Years while Intel USA will Mass Produce a 1.8nm Chip in the Next 90 Days gets No Headline News. Q3, Q4, 18a is coming Soon, Hold Intel USA.","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v> It is clear Trump's Pay To Play game is working for some Chip companies but Not Intel USA. Was Intel a Donor attending the Mar-a-Lago $1 Million a plate dinner Pay To Play Game on April 4th? Big Talks face to face with President Trump gives you Big Headlines in the Press. Intel USA could find the Cure for Cancer and still be Shorted by Wall Street, they Fear Intel USA.BIG HEADLINE, TSMC will make a 2nm chip in the USA in the next 3-5 Years while Intel USA will Mass Produce a 1.8nm Chip in the Next 90 Days gets No Headline News. Q3, Q4, 18a is coming Soon, Hold Intel USA.","text":"$Intel(INTC)$ It is clear Trump's Pay To Play game is working for some Chip companies but Not Intel USA. Was Intel a Donor attending the Mar-a-Lago $1 Million a plate dinner Pay To Play Game on April 4th? Big Talks face to face with President Trump gives you Big Headlines in the Press. Intel USA could find the Cure for Cancer and still be Shorted by Wall Street, they Fear Intel USA.BIG HEADLINE, TSMC will make a 2nm chip in the USA in the next 3-5 Years while Intel USA will Mass Produce a 1.8nm Chip in the Next 90 Days gets No Headline News. Q3, Q4, 18a is coming Soon, Hold Intel USA.","images":[{"img":"https://community-static.tradeup.com/news/a4b5f79e26eff087fb9a6a92fc3677e7","width":"566","height":"540"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423919984812416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":424316532609056,"gmtCreate":1744600566559,"gmtModify":1744600568694,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/424316532609056","repostId":"423999855682056","repostType":1,"repost":{"id":423999855682056,"gmtCreate":1744523254569,"gmtModify":1744861654779,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"Tesla Versus BYD - Which is a Better Buy? ","htmlText":"🌟🌟🌟BYD&nbsp;<a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$&nbsp;</a><v-v data-views=\"1\"></v-v> has officially overtaken Tesla&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> as the world's leading EV seller.&nbsp; &nbsp;In 2024, BYD reported sales of 4.27 million vehicles worldwide.&nbsp; This is more than double Tesla 's 1.79 million vehicle sales.&nbsp; BYD' s revenue for 2024 reached USD 107 billion compared to Tesla's revenue of USD 97.7 billion. On March 24, BYD posted a 29% increase in revenue from the previous year, bolstered by sales of its hybrid vehicles.&nbsp; According to Chairman and President of BYD, Wang Ch","listText":"🌟🌟🌟BYD&nbsp;<a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$&nbsp;</a><v-v data-views=\"1\"></v-v> has officially overtaken Tesla&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> as the world's leading EV seller.&nbsp; &nbsp;In 2024, BYD reported sales of 4.27 million vehicles worldwide.&nbsp; This is more than double Tesla 's 1.79 million vehicle sales.&nbsp; BYD' s revenue for 2024 reached USD 107 billion compared to Tesla's revenue of USD 97.7 billion. On March 24, BYD posted a 29% increase in revenue from the previous year, bolstered by sales of its hybrid vehicles.&nbsp; According to Chairman and President of BYD, Wang Ch","text":"🌟🌟🌟BYD $BYD COMPANY(01211)$ $BYD Co., Ltd.(BYDDY)$ has officially overtaken Tesla $Tesla Motors(TSLA)$ as the world's leading EV seller. In 2024, BYD reported sales of 4.27 million vehicles worldwide. This is more than double Tesla 's 1.79 million vehicle sales. BYD' s revenue for 2024 reached USD 107 billion compared to Tesla's revenue of USD 97.7 billion. On March 24, BYD posted a 29% increase in revenue from the previous year, bolstered by sales of its hybrid vehicles. According to Chairman and President of BYD, Wang Ch","images":[{"img":"https://community-static.tradeup.com/news/d00358d1b52ee7fefdc2352ecfe73f72","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/9c10b2f189d9fbeef244f0bc62307c34","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/8b41daa22f6fb971407d401e00639724","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423999855682056","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417315003146752,"gmtCreate":1742901903380,"gmtModify":1742901905536,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/41836f73da373c5d3fa5fadb7b52030a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417315003146752","isVote":1,"tweetType":1,"viewCount":1618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417352192614736,"gmtCreate":1742901868905,"gmtModify":1742901873418,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/80c8e7fd48e7dd491213c1c7493bedfc","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417352192614736","isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417297842327928,"gmtCreate":1742901797504,"gmtModify":1742901802062,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> all the way to 300","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> all the way to 300","text":"$Tesla Motors(TSLA)$ all the way to 300","images":[{"img":"https://community-static.tradeup.com/news/6ef63ccbae95ffcd6b17796c6086a1ba","width":"1170","height":"2888"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417297842327928","isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405228311232800,"gmtCreate":1739953991862,"gmtModify":1739953994048,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405228311232800","repostId":"404986815078616","repostType":1,"repost":{"id":404986815078616,"gmtCreate":1739893303773,"gmtModify":1739893529727,"author":{"id":"10000000000011038","authorId":"10000000000011038","name":"Phyllis Strachey","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011038","idStr":"10000000000011038"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <v-v data-views=\"1\"></v-v>When you see a bottom confirmed for 7 weeks, maybe it's time to wake up and understand this is as low as she goes.On March 6th NIO will be reporting the best quarter they ever had Q4 2024Later in March, NIO the Firefly and ET9 Tesla killers arriveFeel free to join the multitude of swing traders getting fckkD inside out, trying to time NIO.","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <v-v data-views=\"1\"></v-v>When you see a bottom confirmed for 7 weeks, maybe it's time to wake up and understand this is as low as she goes.On March 6th NIO will be reporting the best quarter they ever had Q4 2024Later in March, NIO the Firefly and ET9 Tesla killers arriveFeel free to join the multitude of swing traders getting fckkD inside out, trying to time NIO.","text":"$NIO Inc.(NIO)$ When you see a bottom confirmed for 7 weeks, maybe it's time to wake up and understand this is as low as she goes.On March 6th NIO will be reporting the best quarter they ever had Q4 2024Later in March, NIO the Firefly and ET9 Tesla killers arriveFeel free to join the multitude of swing traders getting fckkD inside out, trying to time NIO.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/404986815078616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405230115828336,"gmtCreate":1739953971236,"gmtModify":1739953972715,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405230115828336","repostId":"405055210586168","repostType":1,"repost":{"id":405055210586168,"gmtCreate":1739911630436,"gmtModify":1739954402297,"author":{"id":"3564671343598487","authorId":"3564671343598487","name":"TGBboon","avatar":"https://static.tigerbbs.com/04ba866616367e4cdc06729fd1cff76e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3564671343598487","idStr":"3564671343598487"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> patience is key! finally sold at a positive price!","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> patience is key! finally sold at a positive price!","text":"$SUPER MICRO COMPUTER INC(SMCI)$ patience is key! finally sold at a positive price!","images":[{"img":"https://community-static.tradeup.com/news/edce9971ff051d4b468ff4e5be2f4fbd","width":"912","height":"1419"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405055210586168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405230077591728,"gmtCreate":1739953958694,"gmtModify":1739953962268,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405230077591728","repostId":"405143049977912","repostType":1,"repost":{"id":405143049977912,"gmtCreate":1739933075600,"gmtModify":1740017402162,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"TSLA's \"real\" value is not $355.84 !","htmlText":"EV maker&nbsp; <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> has just delivered its&nbsp;Q4 2024&nbsp;earnings’ results on&nbsp;29 Jan 2025. Although I have my personal view,&nbsp;it is always “good” to find out what the expert thinks. I could learn something new from the veterans&nbsp;who have been around the block. Below is&nbsp;Morningstar’s (M’s) take on Tesla’s results and its outlook for the stock. M’s Key Metrics for Tesla Fair Value Estimate:&nbsp;$250.00 Morningstar Rating: ★★ Economic Moat:&nbsp;Narrow Morningstar Uncertainty Rating:&nbsp;Very High About Tesla’s Q4 Earnings Tesla shares were up&nbsp;+4%&nbsp;in&nbsp;after-hours trading&nbsp;as management reported progress in its autonomous driving software and maintained the timeline for launching more affordabl","listText":"EV maker&nbsp; <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> has just delivered its&nbsp;Q4 2024&nbsp;earnings’ results on&nbsp;29 Jan 2025. Although I have my personal view,&nbsp;it is always “good” to find out what the expert thinks. I could learn something new from the veterans&nbsp;who have been around the block. Below is&nbsp;Morningstar’s (M’s) take on Tesla’s results and its outlook for the stock. M’s Key Metrics for Tesla Fair Value Estimate:&nbsp;$250.00 Morningstar Rating: ★★ Economic Moat:&nbsp;Narrow Morningstar Uncertainty Rating:&nbsp;Very High About Tesla’s Q4 Earnings Tesla shares were up&nbsp;+4%&nbsp;in&nbsp;after-hours trading&nbsp;as management reported progress in its autonomous driving software and maintained the timeline for launching more affordabl","text":"EV maker $Tesla Motors(TSLA)$ has just delivered its Q4 2024 earnings’ results on 29 Jan 2025. Although I have my personal view, it is always “good” to find out what the expert thinks. I could learn something new from the veterans who have been around the block. Below is Morningstar’s (M’s) take on Tesla’s results and its outlook for the stock. M’s Key Metrics for Tesla Fair Value Estimate: $250.00 Morningstar Rating: ★★ Economic Moat: Narrow Morningstar Uncertainty Rating: Very High About Tesla’s Q4 Earnings Tesla shares were up +4% in after-hours trading as management reported progress in its autonomous driving software and maintained the timeline for launching more affordabl","images":[{"img":"https://community-static.tradeup.com/news/72db9d84b2f42d2f4834bb84c0ed1fb8","width":"717","height":"207"},{"img":"https://community-static.tradeup.com/news/6eb44a6e0f256d825f51115b92807e0f","width":"596","height":"188"},{"img":"https://community-static.tradeup.com/news/d61e9ca728524826ac9f00fb688c4d4a","width":"693","height":"156"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405143049977912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392549373444256,"gmtCreate":1736861543505,"gmtModify":1736861844147,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Useless old man. Ple go die peacefukky","listText":"Useless old man. Ple go die peacefukky","text":"Useless old man. Ple go die peacefukky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392549373444256","repostId":"2503153511","repostType":4,"repost":{"id":"2503153511","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":1736857200,"share":"https://ttm.financial/m/news/2503153511?lang=en_US&edition=fundamental","pubTime":"2025-01-14 20:20","market":"us","language":"en","title":"Biden’s Latest AI Rules Sink Chip Stocks. A Trump Rally Could Be Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2503153511","media":"Dow Jones","summary":"The Biden administration is throwing a last-minute wrench into the AI trade.Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip expor","content":"<html><head></head><body><p style=\"text-align: start;\">The Biden administration is throwing a last-minute wrench into the AI trade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9e1060a047f88055ec8c2a1991d32998\" alt=\"Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.\" title=\"Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.\" tg-width=\"924\" tg-height=\"608\"/><span>Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.</span></p><p style=\"text-align: start;\">On Monday, the Commerce Department outlined new rules that impose caps on how many advanced artificial intelligence chips can be exported to certain countries, along with additional licensing requirements for AI technology.</p><p>“This policy will help build a trusted technology ecosystem around the world and allow us to protect against the national security risks associated with AI, while ensuring controls do not stifle innovation or US technological leadership,” U.S. Secretary of Commerce Gina Raimondo said in a press release.</p><p>Raimondo said the new restrictions would keep advanced AI technology away from America’s adversaries.</p><p>The key difference in Monday’s announcement is the expansion of AI chip restrictions, licensing approvals, or caps to more than 120 countries beyond China. The number of countries impacted was first reported by the Wall Street Journal.</p><p>Investors reacted strongly to the latest news, sending chip names down on Monday. Nvidia shares were down 2%, while the SOX chip index was off 0.4%. Shares of Micron Technology, a maker of AI server memory, fell 4.3%.</p><p style=\"text-align: start;\">But the selloff could prove short-lived, with the incoming Trump administration likely to take a different approach to AI controls.</p><p style=\"text-align: start;\">Nvidia’s prospects for the China market were already diminished from prior restrictions put into place in late 2023. Those rules meant long-term revenue from China have curtailed as AI chip technology has advanced.</p><p style=\"text-align: start;\">Nvidia says the new Biden policy is “unprecedented” and puts U.S. AI leadership in “jeopardy.”</p><p style=\"text-align: start;\">“In its last days in office, the Biden Administration seeks to undermine America’s leadership with a 200+ page regulatory morass, drafted in secret and without proper legislative review,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement. “This sweeping overreach would impose bureaucratic control over how America’s leading semiconductors, computers, systems, and even software are designed and marketed globally.”</p><p style=\"text-align: start;\">Part of Nvidia’s thinking is that by making it more onerous and difficult for companies in most of the world to attain Nvidia’s chips, it opens the door for China to expand its market share in the countries on the U.S. restriction list. The policy, critics contend, could ultimately strengthen China’s AI chips by making them the standard for those countries to build upon.</p><p style=\"text-align: start;\">The good news for Nvidia is the new rules won’t take effect until after a 120-day comment period. Judging from statements against Biden’s prior AI executive order and against onerous AI regulations, the incoming Trump administration is likely to revoke or change the policy before that happens.</p><p style=\"text-align: start;\">In October 2023, the Biden administration issued an executive order on artificial intelligence, invoking the Defense Production Act. It required companies to report and send test results to the government when developing more powerful versions of AI systems among other regulations.</p><p style=\"text-align: start;\">Trump made repealing the AI executive order a central tenet of his presidential campaign. “We will repeal Joe Biden’s dangerous Executive Order that hinders AI Innovation,” his campaign platform said.</p><p style=\"text-align: start;\">The Trump transition team didn’t immediately respond to a request for comment on the latest AI restrictions.</p><p style=\"text-align: start;\">It’s likely Trump will revamp any AI chip policy to fit his administration’s objectives.</p><p style=\"text-align: start;\">“We will WIN the battle for A.I. superiority, which is key to National Security and our Nation’s Prosperity,” Trump said in late November, when he nominated Gov. Doug Burgum to lead the Interior Department, adding the U.S. would lead in AI technology innovation by cutting regulation.</p><p style=\"text-align: start;\">Nvidia’s business would likely see a boost if the Trump administration eases the buildout of AI infrastructure and relaxes rules around the development of nuclear reactors, which could be critical in providing sufficient energy for AI projects in the next decade.</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>Biden’s Latest AI Rules Sink Chip Stocks. A Trump Rally Could Be Next</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\">\nBiden’s Latest AI Rules Sink Chip Stocks. A Trump Rally Could Be Next\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\">2025-01-14 20:20</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;\">The Biden administration is throwing a last-minute wrench into the AI trade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9e1060a047f88055ec8c2a1991d32998\" alt=\"Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.\" title=\"Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.\" tg-width=\"924\" tg-height=\"608\"/><span>Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.</span></p><p style=\"text-align: start;\">On Monday, the Commerce Department outlined new rules that impose caps on how many advanced artificial intelligence chips can be exported to certain countries, along with additional licensing requirements for AI technology.</p><p>“This policy will help build a trusted technology ecosystem around the world and allow us to protect against the national security risks associated with AI, while ensuring controls do not stifle innovation or US technological leadership,” U.S. Secretary of Commerce Gina Raimondo said in a press release.</p><p>Raimondo said the new restrictions would keep advanced AI technology away from America’s adversaries.</p><p>The key difference in Monday’s announcement is the expansion of AI chip restrictions, licensing approvals, or caps to more than 120 countries beyond China. The number of countries impacted was first reported by the Wall Street Journal.</p><p>Investors reacted strongly to the latest news, sending chip names down on Monday. Nvidia shares were down 2%, while the SOX chip index was off 0.4%. Shares of Micron Technology, a maker of AI server memory, fell 4.3%.</p><p style=\"text-align: start;\">But the selloff could prove short-lived, with the incoming Trump administration likely to take a different approach to AI controls.</p><p style=\"text-align: start;\">Nvidia’s prospects for the China market were already diminished from prior restrictions put into place in late 2023. Those rules meant long-term revenue from China have curtailed as AI chip technology has advanced.</p><p style=\"text-align: start;\">Nvidia says the new Biden policy is “unprecedented” and puts U.S. AI leadership in “jeopardy.”</p><p style=\"text-align: start;\">“In its last days in office, the Biden Administration seeks to undermine America’s leadership with a 200+ page regulatory morass, drafted in secret and without proper legislative review,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement. “This sweeping overreach would impose bureaucratic control over how America’s leading semiconductors, computers, systems, and even software are designed and marketed globally.”</p><p style=\"text-align: start;\">Part of Nvidia’s thinking is that by making it more onerous and difficult for companies in most of the world to attain Nvidia’s chips, it opens the door for China to expand its market share in the countries on the U.S. restriction list. The policy, critics contend, could ultimately strengthen China’s AI chips by making them the standard for those countries to build upon.</p><p style=\"text-align: start;\">The good news for Nvidia is the new rules won’t take effect until after a 120-day comment period. Judging from statements against Biden’s prior AI executive order and against onerous AI regulations, the incoming Trump administration is likely to revoke or change the policy before that happens.</p><p style=\"text-align: start;\">In October 2023, the Biden administration issued an executive order on artificial intelligence, invoking the Defense Production Act. It required companies to report and send test results to the government when developing more powerful versions of AI systems among other regulations.</p><p style=\"text-align: start;\">Trump made repealing the AI executive order a central tenet of his presidential campaign. “We will repeal Joe Biden’s dangerous Executive Order that hinders AI Innovation,” his campaign platform said.</p><p style=\"text-align: start;\">The Trump transition team didn’t immediately respond to a request for comment on the latest AI restrictions.</p><p style=\"text-align: start;\">It’s likely Trump will revamp any AI chip policy to fit his administration’s objectives.</p><p style=\"text-align: start;\">“We will WIN the battle for A.I. superiority, which is key to National Security and our Nation’s Prosperity,” Trump said in late November, when he nominated Gov. Doug Burgum to lead the Interior Department, adding the U.S. would lead in AI technology innovation by cutting regulation.</p><p style=\"text-align: start;\">Nvidia’s business would likely see a boost if the Trump administration eases the buildout of AI infrastructure and relaxes rules around the development of nuclear reactors, which could be critical in providing sufficient energy for AI projects in the next decade.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","UMC":"联电","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","TXN":"德州仪器","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","SMCI":"超微电脑","TSM":"台积电","ON":"安森美半导体","SOX":"费城半导体指数","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","UCTT":"超科林半导体","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","NXPI":"恩智浦","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","MRVL":"迈威尔科技","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","MU":"美光科技","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","QCOM":"高通","ARM":"ARM Holdings","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","STM":"意法半导体","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","AMD":"美国超微公司","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","AVGO":"博通","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","ASML":"阿斯麦","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4527":"明星科技股","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","MCHP":"微芯科技","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","NVDA":"英伟达","INTC":"英特尔","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","AMAT":"应用材料","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503153511","content_text":"The Biden administration is throwing a last-minute wrench into the AI trade.Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.On Monday, the Commerce Department outlined new rules that impose caps on how many advanced artificial intelligence chips can be exported to certain countries, along with additional licensing requirements for AI technology.“This policy will help build a trusted technology ecosystem around the world and allow us to protect against the national security risks associated with AI, while ensuring controls do not stifle innovation or US technological leadership,” U.S. Secretary of Commerce Gina Raimondo said in a press release.Raimondo said the new restrictions would keep advanced AI technology away from America’s adversaries.The key difference in Monday’s announcement is the expansion of AI chip restrictions, licensing approvals, or caps to more than 120 countries beyond China. The number of countries impacted was first reported by the Wall Street Journal.Investors reacted strongly to the latest news, sending chip names down on Monday. Nvidia shares were down 2%, while the SOX chip index was off 0.4%. Shares of Micron Technology, a maker of AI server memory, fell 4.3%.But the selloff could prove short-lived, with the incoming Trump administration likely to take a different approach to AI controls.Nvidia’s prospects for the China market were already diminished from prior restrictions put into place in late 2023. Those rules meant long-term revenue from China have curtailed as AI chip technology has advanced.Nvidia says the new Biden policy is “unprecedented” and puts U.S. AI leadership in “jeopardy.”“In its last days in office, the Biden Administration seeks to undermine America’s leadership with a 200+ page regulatory morass, drafted in secret and without proper legislative review,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement. “This sweeping overreach would impose bureaucratic control over how America’s leading semiconductors, computers, systems, and even software are designed and marketed globally.”Part of Nvidia’s thinking is that by making it more onerous and difficult for companies in most of the world to attain Nvidia’s chips, it opens the door for China to expand its market share in the countries on the U.S. restriction list. The policy, critics contend, could ultimately strengthen China’s AI chips by making them the standard for those countries to build upon.The good news for Nvidia is the new rules won’t take effect until after a 120-day comment period. Judging from statements against Biden’s prior AI executive order and against onerous AI regulations, the incoming Trump administration is likely to revoke or change the policy before that happens.In October 2023, the Biden administration issued an executive order on artificial intelligence, invoking the Defense Production Act. It required companies to report and send test results to the government when developing more powerful versions of AI systems among other regulations.Trump made repealing the AI executive order a central tenet of his presidential campaign. “We will repeal Joe Biden’s dangerous Executive Order that hinders AI Innovation,” his campaign platform said.The Trump transition team didn’t immediately respond to a request for comment on the latest AI restrictions.It’s likely Trump will revamp any AI chip policy to fit his administration’s objectives.“We will WIN the battle for A.I. superiority, which is key to National Security and our Nation’s Prosperity,” Trump said in late November, when he nominated Gov. Doug Burgum to lead the Interior Department, adding the U.S. would lead in AI technology innovation by cutting regulation.Nvidia’s business would likely see a boost if the Trump administration eases the buildout of AI infrastructure and relaxes rules around the development of nuclear reactors, which could be critical in providing sufficient energy for AI projects in the next decade.","news_type":1,"symbols_score_info":{"UMC":1.1,"AVGO":1.1,"ARM":1.1,"ON":1.1,"MRVL":1.1,"MCHP":1.1,"SOX":1.1,"AMAT":1.1,"NVDA":1.1,"NXPI":1.1,"UCTT":1.1,"ASML":1.1,"GFS":1.1,"MU":1.1,"AMD":1.1,"INTC":1.1,"TXN":1.1,"SMCI":1.1,"STM":1.1,"QCOM":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":2534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392140577333296,"gmtCreate":1736769272433,"gmtModify":1736775514908,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Biden admin&nbsp;is nothing but Fking trouble","listText":"Biden admin&nbsp;is nothing but Fking trouble","text":"Biden admin is nothing but Fking trouble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392140577333296","repostId":"2503376987","repostType":2,"repost":{"id":"2503376987","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":1736762400,"share":"https://ttm.financial/m/news/2503376987?lang=en_US&edition=fundamental","pubTime":"2025-01-13 18:00","market":"nz","language":"en","title":"Nvidia Turns to Trump in Row Over Biden Chip-Export Curbs. The Stock Is Dropping. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2503376987","media":"Dow Jones","summary":"Nvidia stock was falling early Monday as the chip maker pushed back against a last-minute rush by the Biden administration to issue new regulations over artificial-intelligence technology. The company is making an explicit appeal to President-elect Donald Trump to reject such policies.While Nvidia's most advanced AI chips are already subject to a series of export controls -- concerning China, particularly -- it fears even more restrictive conditions.\"In its last days in office, the Biden Administration seeks to undermine America's leadership with a 200+ page regulatory morass, drafted in secret and without proper legislative review. This sweeping overreach would impose bureaucratic control over how America's leading semiconductors, computers, systems, and even software are designed and marketed globally,\" said Ned Finkle, Nvidia's vice president of government affairs, in a statement.Nvidia also looks to be hoping that Trump will prevent the implementation of stricter chip-export curbs.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Nvidia stock was falling early Monday as the chip maker pushed back against a last-minute rush by the Biden administration to issue new regulations over artificial-intelligence technology. The company is making an explicit appeal to President-elect Donald Trump to reject such policies. \n</p>\n<p>\n     While Nvidia's most advanced AI chips are already subject to a series of export controls -- concerning China, particularly -- it fears even more restrictive conditions. \n</p>\n<p>\n     \"In its last days in office, the Biden Administration seeks to undermine America's leadership with a 200+ page regulatory morass, drafted in secret and without proper legislative review. This sweeping overreach would impose bureaucratic control over how America's leading semiconductors, computers, systems, and even software are designed and marketed globally,\" said Ned Finkle, Nvidia's vice president of government affairs, in a statement. \n</p>\n<p>\n     The Biden administration is expected to unveil stricter curbs on export sales in its final days, according to a Bloomberg report last Wednesday. The regulations could create three tiers of chip controls, it added, citing people familiar with the matter. A top group of U.S. allies would retain full access to U.S. semiconductor technology but most countries would be hit with new restrictions. \n</p>\n<p>\n     The proposed rules have already aroused criticism from the chip industry, with the Semiconductor Industry Association suggesting new policies should be designed by Trump's incoming administration. \n</p>\n<p>\n     Nvidia also looks to be hoping that Trump will prevent the implementation of stricter chip-export curbs. \n</p>\n<p>\n     \"Although the rule is not enforceable for 120 days, it is already undercutting U.S. interests. As the First Trump Administration demonstrated, America wins through innovation, competition, and by sharing our technologies with the world -- not by retreating behind a wall of government overreach. We look forward to a return to policies that strengthen American leadership,\" Finkle said. \n</p>\n<p>\n     Nvidia shares were down 2.9% at $131.94 in premarket trading on Monda, having fallen around 9% in the previous five trading sessions. Technology stocks have been hit by increasing doubts about whether the Federal Reserve will cut interest rates this year following strong U.S. jobs data. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 13, 2025 05:00 ET (10:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Turns to Trump in Row Over Biden Chip-Export Curbs. The Stock Is Dropping. -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Turns to Trump in Row Over Biden Chip-Export Curbs. The Stock Is Dropping. -- Barrons.com\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\">2025-01-13 18:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Nvidia stock was falling early Monday as the chip maker pushed back against a last-minute rush by the Biden administration to issue new regulations over artificial-intelligence technology. The company is making an explicit appeal to President-elect Donald Trump to reject such policies. \n</p>\n<p>\n     While Nvidia's most advanced AI chips are already subject to a series of export controls -- concerning China, particularly -- it fears even more restrictive conditions. \n</p>\n<p>\n     \"In its last days in office, the Biden Administration seeks to undermine America's leadership with a 200+ page regulatory morass, drafted in secret and without proper legislative review. This sweeping overreach would impose bureaucratic control over how America's leading semiconductors, computers, systems, and even software are designed and marketed globally,\" said Ned Finkle, Nvidia's vice president of government affairs, in a statement. \n</p>\n<p>\n     The Biden administration is expected to unveil stricter curbs on export sales in its final days, according to a Bloomberg report last Wednesday. The regulations could create three tiers of chip controls, it added, citing people familiar with the matter. A top group of U.S. allies would retain full access to U.S. semiconductor technology but most countries would be hit with new restrictions. \n</p>\n<p>\n     The proposed rules have already aroused criticism from the chip industry, with the Semiconductor Industry Association suggesting new policies should be designed by Trump's incoming administration. \n</p>\n<p>\n     Nvidia also looks to be hoping that Trump will prevent the implementation of stricter chip-export curbs. \n</p>\n<p>\n     \"Although the rule is not enforceable for 120 days, it is already undercutting U.S. interests. As the First Trump Administration demonstrated, America wins through innovation, competition, and by sharing our technologies with the world -- not by retreating behind a wall of government overreach. We look forward to a return to policies that strengthen American leadership,\" Finkle said. \n</p>\n<p>\n     Nvidia shares were down 2.9% at $131.94 in premarket trading on Monda, having fallen around 9% in the previous five trading sessions. Technology stocks have been hit by increasing doubts about whether the Federal Reserve will cut interest rates this year following strong U.S. jobs data. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 13, 2025 05:00 ET (10:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","NVDA":"英伟达","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","NVDX":"2倍做多NVDA ETF-T-Rex","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","SNVD.UK":"LS -1X NVIDIA","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","BK4503":"景林资产持仓","NVDS.UK":"LS -1X NVIDIA","NVDD":"1倍做空NVDA ETF-Direxion","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","NVIW.SI":"NVDA 3xLongSG261006","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","NVD2.UK":"2X NVIDIA ETP","LU0109392836.USD":"富兰克林科技股A","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","NVDU":"2倍做多NVDA ETF-Direxion","BK4534":"瑞士信贷持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503376987","content_text":"By Adam Clark \n\n\n  Nvidia stock was falling early Monday as the chip maker pushed back against a last-minute rush by the Biden administration to issue new regulations over artificial-intelligence technology. The company is making an explicit appeal to President-elect Donald Trump to reject such policies. \n\n\n     While Nvidia's most advanced AI chips are already subject to a series of export controls -- concerning China, particularly -- it fears even more restrictive conditions. \n\n\n     \"In its last days in office, the Biden Administration seeks to undermine America's leadership with a 200+ page regulatory morass, drafted in secret and without proper legislative review. This sweeping overreach would impose bureaucratic control over how America's leading semiconductors, computers, systems, and even software are designed and marketed globally,\" said Ned Finkle, Nvidia's vice president of government affairs, in a statement. \n\n\n     The Biden administration is expected to unveil stricter curbs on export sales in its final days, according to a Bloomberg report last Wednesday. The regulations could create three tiers of chip controls, it added, citing people familiar with the matter. A top group of U.S. allies would retain full access to U.S. semiconductor technology but most countries would be hit with new restrictions. \n\n\n     The proposed rules have already aroused criticism from the chip industry, with the Semiconductor Industry Association suggesting new policies should be designed by Trump's incoming administration. \n\n\n     Nvidia also looks to be hoping that Trump will prevent the implementation of stricter chip-export curbs. \n\n\n     \"Although the rule is not enforceable for 120 days, it is already undercutting U.S. interests. As the First Trump Administration demonstrated, America wins through innovation, competition, and by sharing our technologies with the world -- not by retreating behind a wall of government overreach. We look forward to a return to policies that strengthen American leadership,\" Finkle said. \n\n\n     Nvidia shares were down 2.9% at $131.94 in premarket trading on Monda, having fallen around 9% in the previous five trading sessions. Technology stocks have been hit by increasing doubts about whether the Federal Reserve will cut interest rates this year following strong U.S. jobs data. \n\n\n     Write to Adam Clark at adam.clark@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 13, 2025 05:00 ET (10:00 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVDX":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"NVDA":1,"NVDD":0.6,"NVD3.UK":0.6,"NVD":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVDU":0.6,"NVDS":0.6,"NVDS.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382617585147960,"gmtCreate":1734420718589,"gmtModify":1734421090885,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"If nvda is bad, then intel is thrash... garbage..... these pple try to make us sell to buy the dip","listText":"If nvda is bad, then intel is thrash... garbage..... these pple try to make us sell to buy the dip","text":"If nvda is bad, then intel is thrash... garbage..... these pple try to make us sell to buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382617585147960","repostId":"1128864584","repostType":4,"repost":{"id":"1128864584","kind":"news","pubTimestamp":1734416177,"share":"https://ttm.financial/m/news/1128864584?lang=en_US&edition=fundamental","pubTime":"2024-12-17 14:16","market":"us","language":"en","title":"Nvidia: This Could Be The Top","url":"https://stock-news.laohu8.com/highlight/detail?id=1128864584","media":"Seeking Alpha","summary":"SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At","content":"<html><head></head><body><h2 id=\"id_1885097578\">Summary</h2><ul style=\"\"><li><p>A rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA&#39;s share price.</p></li><li><p>At this point, Nvidia’s stock could be considered overvalued and overhyped at the same time.</p></li><li><p>Nvidia remains a SELL for us, since we believe that its stock has more room to fall.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"500\"/></p><p><strong>Nvidia Corporation </strong>(NASDAQ:NVDA) stock is up 14% since we last covered it a couple of months ago, but also down 7% since the release of its Q3 earnings report last month. Although the earnings report was successful, the market is not satisfied with the guidance that the management announced.</p><p>In our previous coverage on Nvidia, we said that the company’s stock is priced for perfection and the inability of the management to constantly increase the outlook significantly above the consensus could kill Nvidia’s momentum. That is precisely what is happening right now. We believe that because of the rising challenges that the company is facing, the future guidance for the upcoming quarters might disappoint as well and lead to a further depreciation of Nvidia’s share price.</p><h2 id=\"id_3690589756\">Reality Fails To Meet Expectations</h2><p>The Q3 numbers themselves weren’t that bad. The revenues were up 93.6% Y/Y to $35.08 billion, above the consensus by nearly $2 billion. The bottom-line performance was also relatively good, as it was above the consensus as well. But because Nvidia was priced for perfection already, the relatively weak guidance killed the stock’s momentum, and the share price is currently on a downward trend.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9d4491fd0ada5a07d412d888f3a9fae\" alt=\"Nvidia’s stock price\" title=\"Nvidia’s stock price\" tg-width=\"640\" tg-height=\"261\"/><span>Nvidia’s stock price</span></p><p>In Q4, the management expects Nvidia to make $37.5 billion in revenues, which is not that far away from the street consensus of $37.1 billion. Some analysts guided for the revenue goal of as high as $41 billion before the management’s outlook was released. But overall, the guidance mainly disappointed Wall Street and became one of the main reasons behind the latest depreciation. At the same time, Nvidia faces some major challenges that could prevent the company from aggressively increasing the outlook that could impress Wall Street in the upcoming quarters as well.</p><p>The AI accelerators from the Blackwell series are currently one of the most talked about accelerators in the world, with an insane demand according to Nvidia’s management. However, some issues associated with them have already affected Nvidia’s release plans. In October, Blackwell encountered a design flaw that resulted in lower yield rates and delayed their shipping to first clients. Then last month, it was reported that Blackwell chips were overheating in servers.</p><p>Although it appears that those issues have now been fixed and the ramp-up of Blackwell is expected in Q4, Nvidia’s guidance suggests that revenue of $37.5 billion for the upcoming quarter will translate to a Q/Q growth rate of only 7%. This might indicate that despite all the hype surrounding Blackwell, the AI chip buying cycle could be coming off the peak right now. That doesn’t mean that the growth will disappear. However, the growth rate itself should normalize and the aggressive double and triple-digit revenue growth rate that fueled the rise of Nvidia’s stock could become a thing of the past.</p><p>The ramp-up of Blackwell in the upcoming quarters is also expected to affect Nvidia’s margins and could result in a poorer bottom-line performance. The gross margins are expected to decline to the low 70s, and the margin pressure could persist throughout the first part of FY26. This creates additional pressure on Nvidia, as Blackwell needs to perform well for the company to not release another relatively disappointing guidance that further kills the stock of its momentum. Considering that the networking revenues were down sequentially in Q3, and the gaming revenues in Q4 are expected to be down sequentially as well, Nvidia’s upside could be limited in the foreseeable future if Blackwell doesn’t perform well.</p><p>Nvidia also faces additional pressure from hyperscalers, who at the same time are its major clients. They are currently in the middle of designing their own AI chips for their data centers, which over time could undermine Nvidia’s dominant position in the AI accelerator market. We already know that Amazon (AMZN) is working with Intel (INTC) to produce a fabric AI chip, while Apple (AAPL) recently confirmed that it now also uses Amazon’s custom AI chips. Other companies like Microsoft (MSFT), Meta Platforms (META), Google (GOOGL, GOOG), Tesla (TSLA) and OpenAI are also in the middle of designing their own AI chips and could become direct competitors of Nvidia over time.</p><p>All of those developments make us question Nvidia’s market capitalization of $3.4 trillion. The whole generative AI market is not expected to generate as much revenue over the following years. Thus, it doesn’t make a lot of sense for Nvidia to be worth so much today, given the number of issues that it faces.</p><p>The geopolitical issues are also not going anywhere away. The implementation of Trump’s protectionist tariff policy next year could damage global growth, which could result in lower demand for AI chips since businesses could be forced to hoard resources in the face of macroeconomic uncertainty. Nvidia already suffers from the ongoing chip war between China and the United States, as its revenues in China are currently below historically high levels due to chip export restrictions. An uncertain macro environment will only make it harder for it to aggressively increase its outlook to satisfy the market’s needs.</p><h3 id=\"id_211129166\">The Intrinsic Value of Nvidia</h3><p>At the current market price, we also believe that Nvidia is overvalued. Our valuation model from the previous article showed that Nvidia’s intrinsic value is $79.33 per share. Since Nvidia released a new outlook last month, we decided to update our model and make several revisions.</p><p>In the model, we decrease Nvidia’s effective tax rate from 21% to 15%. The 15% is closer to Nvidia’s current rate, and there’s a possibility that the standard corporate tax rate in the United States will be decreased under the Trump administration. The perpetual growth rate remains at 3%, and our valuation model forecasts Nvidia’s performance for the next five years. The long-term debt and cash data have been taken from the latest earnings report, and we update this model when Nvidia is trading at $134.25 per share.</p><p>The discount rate in our valuation model is 9.84%. We figured it out by calculating Nvidia’s after-tax cost of debt and cost of equity. To figure out the cost of debt, we mostly used Nvidia’s TTM data. To figure out the cost of equity, we used the risk-free rate of 4.40%, beta of 1.66, and the market-return rate of 7.69%. We then weighted Nvidia’s debt and equity to arrive at the discount rate.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6bea708b99e09c85b15fd4405208555\" alt=\"Nvidia’s valuation model\" title=\"Nvidia’s valuation model\" tg-width=\"640\" tg-height=\"182\"/><span>Nvidia’s valuation model</span></p><p style=\"text-align: left;\"><strong>Nvidia’s valuation model (Bears of Wall Street)</strong></p><p></p><p>For the forecast table below, we updated the sales growth rate, which is now similar to the overall expectations for the next couple of years. As the table shows, we expect a normalization of the sales growth rate in the following years. The EBIT rate remained the same as before and is similar to the current TTM rate. The tax rate was decreased, and the bottom part of the forecast table mostly remained the same.</p><p>The assumptions in our forecast table helped us to figure out Nvidia’s enterprise value, which in our case is $2.23 trillion. We then added cash and subtracted debt to arrive at the equity value of $2.26 trillion. Thereafter, we divided Nvidia’s equity value by the number of its outstanding shares and figured out that Nvidia’s intrinsic value is $91.20 per share. The lower tax rate in this updated model is one of the main reasons why the intrinsic value has been higher in comparison to our previous model. However, under the new assumptions, Nvidia’s stock is overvalued by around 32%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c46e9d52e3bae0f74e46a337968e78d\" alt=\"Nvidia’s valuation model\" title=\"Nvidia’s valuation model\" tg-width=\"640\" tg-height=\"228\"/><span>Nvidia’s valuation model</span></p><p style=\"text-align: left;\"><strong>Nvidia’s valuation model (Bears of Wall Street)</strong></p><p></p><h3 id=\"id_4292459600\">Risks To Our Bearish Thesis</h3><p>Although we believe that Nvidia’s stock has likely reached its top for now, there are still a couple of potential developments that can undermine our bearish outlook for the company. While we are unlikely to see an aggressive Y/Y growth of sales in the future since the base for comparison has been significantly raised in the last year and a half, that doesn’t mean that the growth will stop. Since there’s a possibility that a chip shortage could last for the next couple of years, there’s a potential that the demand for AI chips will remain for a while. This could result in sales that are higher than the current consensus once the production of Blackwell is ramped up. This could push Nvidia’s stock price higher, like it was a year ago, even if the Y/Y growth rate won’t be as impressive as before.</p><p>The macro risks could also be overblown, and there’s a possibility that the American economy will grow next year despite the geopolitical uncertainty. This could result in a boost in demand for AI chips and also lead to the growth of Nvidia’s share price.</p><h2 id=\"id_2596097235\">Final Thoughts</h2><p>Is Nvidia a great business? Yes. Will it continue to grow for years to come? Most likely yes. But the biggest issue at this point is that the rate at which Nvidia is growing is unlikely to be as impressive as before. We believe that a rather tepid forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline of Nvidia’s share price.</p><p>Considering that the stock is already overvalued while challenges for Nvidia continue to increase, it would be tough for the stock to continue to trade at the current relatively high multiples. That is why Nvidia remains a SELL for us, since we believe that its stock has more room to fall.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: This Could Be The Top</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: This Could Be The Top\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 14:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At...</p>\n\n<a href=\"https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128864584","content_text":"SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At this point, Nvidia’s stock could be considered overvalued and overhyped at the same time.Nvidia remains a SELL for us, since we believe that its stock has more room to fall.Nvidia Corporation (NASDAQ:NVDA) stock is up 14% since we last covered it a couple of months ago, but also down 7% since the release of its Q3 earnings report last month. Although the earnings report was successful, the market is not satisfied with the guidance that the management announced.In our previous coverage on Nvidia, we said that the company’s stock is priced for perfection and the inability of the management to constantly increase the outlook significantly above the consensus could kill Nvidia’s momentum. That is precisely what is happening right now. We believe that because of the rising challenges that the company is facing, the future guidance for the upcoming quarters might disappoint as well and lead to a further depreciation of Nvidia’s share price.Reality Fails To Meet ExpectationsThe Q3 numbers themselves weren’t that bad. The revenues were up 93.6% Y/Y to $35.08 billion, above the consensus by nearly $2 billion. The bottom-line performance was also relatively good, as it was above the consensus as well. But because Nvidia was priced for perfection already, the relatively weak guidance killed the stock’s momentum, and the share price is currently on a downward trend.Nvidia’s stock priceIn Q4, the management expects Nvidia to make $37.5 billion in revenues, which is not that far away from the street consensus of $37.1 billion. Some analysts guided for the revenue goal of as high as $41 billion before the management’s outlook was released. But overall, the guidance mainly disappointed Wall Street and became one of the main reasons behind the latest depreciation. At the same time, Nvidia faces some major challenges that could prevent the company from aggressively increasing the outlook that could impress Wall Street in the upcoming quarters as well.The AI accelerators from the Blackwell series are currently one of the most talked about accelerators in the world, with an insane demand according to Nvidia’s management. However, some issues associated with them have already affected Nvidia’s release plans. In October, Blackwell encountered a design flaw that resulted in lower yield rates and delayed their shipping to first clients. Then last month, it was reported that Blackwell chips were overheating in servers.Although it appears that those issues have now been fixed and the ramp-up of Blackwell is expected in Q4, Nvidia’s guidance suggests that revenue of $37.5 billion for the upcoming quarter will translate to a Q/Q growth rate of only 7%. This might indicate that despite all the hype surrounding Blackwell, the AI chip buying cycle could be coming off the peak right now. That doesn’t mean that the growth will disappear. However, the growth rate itself should normalize and the aggressive double and triple-digit revenue growth rate that fueled the rise of Nvidia’s stock could become a thing of the past.The ramp-up of Blackwell in the upcoming quarters is also expected to affect Nvidia’s margins and could result in a poorer bottom-line performance. The gross margins are expected to decline to the low 70s, and the margin pressure could persist throughout the first part of FY26. This creates additional pressure on Nvidia, as Blackwell needs to perform well for the company to not release another relatively disappointing guidance that further kills the stock of its momentum. Considering that the networking revenues were down sequentially in Q3, and the gaming revenues in Q4 are expected to be down sequentially as well, Nvidia’s upside could be limited in the foreseeable future if Blackwell doesn’t perform well.Nvidia also faces additional pressure from hyperscalers, who at the same time are its major clients. They are currently in the middle of designing their own AI chips for their data centers, which over time could undermine Nvidia’s dominant position in the AI accelerator market. We already know that Amazon (AMZN) is working with Intel (INTC) to produce a fabric AI chip, while Apple (AAPL) recently confirmed that it now also uses Amazon’s custom AI chips. Other companies like Microsoft (MSFT), Meta Platforms (META), Google (GOOGL, GOOG), Tesla (TSLA) and OpenAI are also in the middle of designing their own AI chips and could become direct competitors of Nvidia over time.All of those developments make us question Nvidia’s market capitalization of $3.4 trillion. The whole generative AI market is not expected to generate as much revenue over the following years. Thus, it doesn’t make a lot of sense for Nvidia to be worth so much today, given the number of issues that it faces.The geopolitical issues are also not going anywhere away. The implementation of Trump’s protectionist tariff policy next year could damage global growth, which could result in lower demand for AI chips since businesses could be forced to hoard resources in the face of macroeconomic uncertainty. Nvidia already suffers from the ongoing chip war between China and the United States, as its revenues in China are currently below historically high levels due to chip export restrictions. An uncertain macro environment will only make it harder for it to aggressively increase its outlook to satisfy the market’s needs.The Intrinsic Value of NvidiaAt the current market price, we also believe that Nvidia is overvalued. Our valuation model from the previous article showed that Nvidia’s intrinsic value is $79.33 per share. Since Nvidia released a new outlook last month, we decided to update our model and make several revisions.In the model, we decrease Nvidia’s effective tax rate from 21% to 15%. The 15% is closer to Nvidia’s current rate, and there’s a possibility that the standard corporate tax rate in the United States will be decreased under the Trump administration. The perpetual growth rate remains at 3%, and our valuation model forecasts Nvidia’s performance for the next five years. The long-term debt and cash data have been taken from the latest earnings report, and we update this model when Nvidia is trading at $134.25 per share.The discount rate in our valuation model is 9.84%. We figured it out by calculating Nvidia’s after-tax cost of debt and cost of equity. To figure out the cost of debt, we mostly used Nvidia’s TTM data. To figure out the cost of equity, we used the risk-free rate of 4.40%, beta of 1.66, and the market-return rate of 7.69%. We then weighted Nvidia’s debt and equity to arrive at the discount rate.Nvidia’s valuation modelNvidia’s valuation model (Bears of Wall Street)For the forecast table below, we updated the sales growth rate, which is now similar to the overall expectations for the next couple of years. As the table shows, we expect a normalization of the sales growth rate in the following years. The EBIT rate remained the same as before and is similar to the current TTM rate. The tax rate was decreased, and the bottom part of the forecast table mostly remained the same.The assumptions in our forecast table helped us to figure out Nvidia’s enterprise value, which in our case is $2.23 trillion. We then added cash and subtracted debt to arrive at the equity value of $2.26 trillion. Thereafter, we divided Nvidia’s equity value by the number of its outstanding shares and figured out that Nvidia’s intrinsic value is $91.20 per share. The lower tax rate in this updated model is one of the main reasons why the intrinsic value has been higher in comparison to our previous model. However, under the new assumptions, Nvidia’s stock is overvalued by around 32%.Nvidia’s valuation modelNvidia’s valuation model (Bears of Wall Street)Risks To Our Bearish ThesisAlthough we believe that Nvidia’s stock has likely reached its top for now, there are still a couple of potential developments that can undermine our bearish outlook for the company. While we are unlikely to see an aggressive Y/Y growth of sales in the future since the base for comparison has been significantly raised in the last year and a half, that doesn’t mean that the growth will stop. Since there’s a possibility that a chip shortage could last for the next couple of years, there’s a potential that the demand for AI chips will remain for a while. This could result in sales that are higher than the current consensus once the production of Blackwell is ramped up. This could push Nvidia’s stock price higher, like it was a year ago, even if the Y/Y growth rate won’t be as impressive as before.The macro risks could also be overblown, and there’s a possibility that the American economy will grow next year despite the geopolitical uncertainty. This could result in a boost in demand for AI chips and also lead to the growth of Nvidia’s share price.Final ThoughtsIs Nvidia a great business? Yes. Will it continue to grow for years to come? Most likely yes. But the biggest issue at this point is that the rate at which Nvidia is growing is unlikely to be as impressive as before. We believe that a rather tepid forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline of Nvidia’s share price.Considering that the stock is already overvalued while challenges for Nvidia continue to increase, it would be tough for the stock to continue to trade at the current relatively high multiples. That is why Nvidia remains a SELL for us, since we believe that its stock has more room to fall.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":317043938586712,"gmtCreate":1718442347517,"gmtModify":1718609802307,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"The hard truth is: 1. US govern protexts oil company &gt; they wantto promote EV. 2. Government policy is clear. Sustainabikity ismore talk than action. Real action is from china. 3. Elon knows no big hope if u go against country policy. Tat's why he needs to venture to AI and robotics. 4. It is not his fault to spend on higher priorityItems like space and AI. &nbsp;Coz without support from US government, EV can't win big. Look atGM and Apple. Elon can't make it too obvious the future of EV, unless US policy supports green energy","listText":"The hard truth is: 1. US govern protexts oil company &gt; they wantto promote EV. 2. Government policy is clear. Sustainabikity ismore talk than action. Real action is from china. 3. Elon knows no big hope if u go against country policy. Tat's why he needs to venture to AI and robotics. 4. It is not his fault to spend on higher priorityItems like space and AI. &nbsp;Coz without support from US government, EV can't win big. Look atGM and Apple. Elon can't make it too obvious the future of EV, unless US policy supports green energy","text":"The hard truth is: 1. US govern protexts oil company > they wantto promote EV. 2. Government policy is clear. Sustainabikity ismore talk than action. Real action is from china. 3. Elon knows no big hope if u go against country policy. Tat's why he needs to venture to AI and robotics. 4. It is not his fault to spend on higher priorityItems like space and AI. Coz without support from US government, EV can't win big. Look atGM and Apple. Elon can't make it too obvious the future of EV, unless US policy supports green energy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":54,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/317043938586712","repostId":"2443410596","repostType":4,"isVote":1,"tweetType":1,"viewCount":2539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837827167,"gmtCreate":1629876756959,"gmtModify":1676530159474,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a> Already loss all hope....down to less than 10 cents, might as well close shop lar","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a> Already loss all hope....down to less than 10 cents, might as well close shop lar","text":"$SEMBCORP MARINE LTD(S51.SI)$ Already loss all hope....down to less than 10 cents, might as well close shop lar","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/837827167","isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3582922989777578","idStr":"3582922989777578"},"content":"only way is to invest in solid company like DYNA-MAC.. $DYNA-MAC HOLDINGS LTD.(NO4.SI)$ .... hidden gem with record orderbook of $442 million waiting to unleash... might recoup all your loss in scm","text":"only way is to invest in solid company like DYNA-MAC.. $DYNA-MAC HOLDINGS LTD.(NO4.SI)$ .... hidden gem with record orderbook of $442 million waiting to unleash... might recoup all your loss in scm","html":"only way is to invest in solid company like DYNA-MAC.. $DYNA-MAC HOLDINGS LTD.(NO4.SI)$ .... hidden gem with record orderbook of $442 million waiting to unleash... might recoup all your loss in scm"},{"author":{"id":"3584911736417489","authorId":"3584911736417489","name":"Fly High","avatar":"https://static.tigerbbs.com/8572d7c834f14d421f65ad1ce935d0c8","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3584911736417489","idStr":"3584911736417489"},"content":"This is classic example of owning a Singapore stock for retail investors.","text":"This is classic example of owning a Singapore stock for retail investors.","html":"This is classic example of owning a Singapore stock for retail investors."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032725845,"gmtCreate":1647447489219,"gmtModify":1676534231499,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌Everything is flat and silent now.....Waiting for,,,,the big news","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌Everything is flat and silent now.....Waiting for,,,,the big news","text":"‌$Tesla Motors(TSLA)$‌Everything is flat and silent now.....Waiting for,,,,the big news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032725845","isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893748348,"gmtCreate":1628303146884,"gmtModify":1703504805584,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> Sry Guys, but i hope it drop and drop, so i can buy. $666","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> Sry Guys, but i hope it drop and drop, so i can buy. $666","text":"$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$ Sry Guys, but i hope it drop and drop, so i can buy. $666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/893748348","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"content":"Let's make it happy then [lovely] [lovely] [lovely] [lovely]","text":"Let's make it happy then [lovely] [lovely] [lovely] [lovely]","html":"Let's make it happy then [lovely] [lovely] [lovely] [lovely]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016867099,"gmtCreate":1649168123648,"gmtModify":1676534462410,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌big sell off coming","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌big sell off coming","text":"‌$Tesla Motors(TSLA)$‌big sell off coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9016867099","isVote":1,"tweetType":1,"viewCount":1655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883509038,"gmtCreate":1631250022324,"gmtModify":1676530509127,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Of course encouraging everyone to sell right? Tat’s the objective to bring price down…. Then buy back in….. good news to create that effext","listText":"Of course encouraging everyone to sell right? Tat’s the objective to bring price down…. Then buy back in….. good news to create that effext","text":"Of course encouraging everyone to sell right? Tat’s the objective to bring price down…. Then buy back in….. good news to create that effext","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883509038","repostId":"1117851011","repostType":4,"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174531617,"gmtCreate":1627109144239,"gmtModify":1703484419303,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Earnings shire beat estimate, but willShares go up?","listText":"Earnings shire beat estimate, but willShares go up?","text":"Earnings shire beat estimate, but willShares go up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174531617","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://ttm.financial/m/news/1191636755?lang=en_US&edition=fundamental","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p>\n<p>There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p>\n<p>The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming. Here’s the One Number That Matters.</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 Earnings Are Coming. Here’s the One Number That Matters.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154314016,"gmtCreate":1625479208635,"gmtModify":1703742435463,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"Gime a last big huat before market crash","listText":"Gime a last big huat before market crash","text":"Gime a last big huat before market crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154314016","repostId":"1193340451","repostType":4,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022526961,"gmtCreate":1653552299653,"gmtModify":1676535302998,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"sure bo.....they are one of the best company to beat estimate....only blind people only see the numbers but not understand in depth waht they do","listText":"sure bo.....they are one of the best company to beat estimate....only blind people only see the numbers but not understand in depth waht they do","text":"sure bo.....they are one of the best company to beat estimate....only blind people only see the numbers but not understand in depth waht they do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022526961","repostId":"1113211475","repostType":2,"repost":{"id":"1113211475","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":1653552022,"share":"https://ttm.financial/m/news/1113211475?lang=en_US&edition=fundamental","pubTime":"2022-05-26 16:00","market":"us","language":"en","title":"Nvidia Shares Dropped 6% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1113211475","media":"Tiger Newspress","summary":"Nvidia shares dropped 6% in premarket trading Thursday following the company’s reported Q1 earnings ","content":"<html><head></head><body><p>Nvidia shares dropped 6% in premarket trading Thursday following the company’s reported Q1 earnings results. While both the EPS of $1.36 and revenue of $8.29 billion (up 46% year-over-year) came in better than the consensus estimates of $1.29 and $8.12 billion, respectively, Q2 revenue guidance missed the expectations.</p><p><img src=\"https://static.tigerbbs.com/72812ea7dbff1b278c1ff192d21f76d7\" tg-width=\"874\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>The company delivered record results in Data Center and Gaming. Data Center Q1 revenue was $3.75 billion (up 83% year-over-year) and Gaming revenue was $3.62 billion (up 31% year-over-year).</p><p>“We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,” said Jensen Huang, founder and CEO of NVIDIA. “The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt NVIDIA for AI computing. Data Center has become our largest platform, even as Gaming achieved a record quarter. “We are gearing up for the largest wave of new products in our history with new GPU, CPU, DPU and robotics processors ramping in the second half. Our new chips and systems will greatly advance AI, graphics, Omniverse, self-driving cars and robotics, as well as the many industries these technologies impact,” he said.</p><p>The company expects Q2/23 revenue to be $8.10 billion, plus or minus 2%, worse than the consensus estimate of $8.45 billion.</p><p>The company’s board of directors also announced an additional share repurchase program of up to $15 billion through December 2023.</p><p>Shares of NVIDIA were down 42% year-to-date going into the results.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shares Dropped 6% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shares Dropped 6% in Premarket Trading\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\">2022-05-26 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares dropped 6% in premarket trading Thursday following the company’s reported Q1 earnings results. While both the EPS of $1.36 and revenue of $8.29 billion (up 46% year-over-year) came in better than the consensus estimates of $1.29 and $8.12 billion, respectively, Q2 revenue guidance missed the expectations.</p><p><img src=\"https://static.tigerbbs.com/72812ea7dbff1b278c1ff192d21f76d7\" tg-width=\"874\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>The company delivered record results in Data Center and Gaming. Data Center Q1 revenue was $3.75 billion (up 83% year-over-year) and Gaming revenue was $3.62 billion (up 31% year-over-year).</p><p>“We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,” said Jensen Huang, founder and CEO of NVIDIA. “The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt NVIDIA for AI computing. Data Center has become our largest platform, even as Gaming achieved a record quarter. “We are gearing up for the largest wave of new products in our history with new GPU, CPU, DPU and robotics processors ramping in the second half. Our new chips and systems will greatly advance AI, graphics, Omniverse, self-driving cars and robotics, as well as the many industries these technologies impact,” he said.</p><p>The company expects Q2/23 revenue to be $8.10 billion, plus or minus 2%, worse than the consensus estimate of $8.45 billion.</p><p>The company’s board of directors also announced an additional share repurchase program of up to $15 billion through December 2023.</p><p>Shares of NVIDIA were down 42% year-to-date going into the results.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113211475","content_text":"Nvidia shares dropped 6% in premarket trading Thursday following the company’s reported Q1 earnings results. While both the EPS of $1.36 and revenue of $8.29 billion (up 46% year-over-year) came in better than the consensus estimates of $1.29 and $8.12 billion, respectively, Q2 revenue guidance missed the expectations.The company delivered record results in Data Center and Gaming. Data Center Q1 revenue was $3.75 billion (up 83% year-over-year) and Gaming revenue was $3.62 billion (up 31% year-over-year).“We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,” said Jensen Huang, founder and CEO of NVIDIA. “The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt NVIDIA for AI computing. Data Center has become our largest platform, even as Gaming achieved a record quarter. “We are gearing up for the largest wave of new products in our history with new GPU, CPU, DPU and robotics processors ramping in the second half. Our new chips and systems will greatly advance AI, graphics, Omniverse, self-driving cars and robotics, as well as the many industries these technologies impact,” he said.The company expects Q2/23 revenue to be $8.10 billion, plus or minus 2%, worse than the consensus estimate of $8.45 billion.The company’s board of directors also announced an additional share repurchase program of up to $15 billion through December 2023.Shares of NVIDIA were down 42% year-to-date going into the results.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839186978,"gmtCreate":1629126760894,"gmtModify":1676529940630,"author":{"id":"3582984393256740","authorId":"3582984393256740","name":"QPW","avatar":"https://static.tigerbbs.com/89276b8420fcd267ad04f6ac274b15c4","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582984393256740","idStr":"3582984393256740"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>So many people die in car accident, why not go investigate","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>So many people die in car accident, why not go investigate","text":"$Tesla Motors(TSLA)$So many people die in car accident, why not go investigate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839186978","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}