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大赢家 BIG WINNER

大赢家 BIG WINNER

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大赢家 BIG WINNER

2022-11-12

Thave

Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration

大赢家 BIG WINNER

2022-08-31

Thanks

CrowdStrike Earnings and Guidance Beat Estimates

大赢家 BIG WINNER

2022-01-22

Good

US STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide

大赢家 BIG WINNER

2022-03-31

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大赢家 BIG WINNER

2022-02-12

👌👌

US IPO Week Ahead: More micro-caps amid the IPO market’s February lull

大赢家 BIG WINNER

2022-01-08

👍

Tesla Semis Could Be Delivered To PepsiCo In Late January

大赢家 BIG WINNER

2022-04-23

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Netflix Crumbles: Is This Bad News For Apple Stock?

大赢家 BIG WINNER

2022-03-02

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大赢家 BIG WINNER

2022-02-17

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SoftBank Mulls $8 bln Margin Loan as Part of Arm IPO - Bloomberg News

大赢家 BIG WINNER

2022-01-22

👌

Why I Sold These 3 High-Growth Tech Stocks

Go to Tiger App to see more news

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days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":8,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":9940173626,"gmtCreate":1677773060865,"gmtModify":1677773064250,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940173626","repostId":"9940179781","repostType":1,"repost":{"id":9940179781,"gmtCreate":1677772559844,"gmtModify":1677772650656,"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4113904591642392","idStr":"4113904591642392"},"themes":[],"title":"I’m 🐻-ish For NIO As It Trades At Analysts’ Low🎯","htmlText":"I’m 🐻-ish after NIO’s Q4 earnings as: (1) NIO fell 9.4% on 1/3 (Wed) after an earnings miss on both revenue &amp; EPS &amp; the company’s outlook for Q1 sales &amp; deliveries fell short of expectations, while costs ramped higher👎👎 ➡️ A 9.4% drop means that investors have a very 🐻-ish POV…that means so should I as more sell-off would occur. ➡️ NIO said it expects to deliver between 31,000 &amp; 33,000 vehicles in the Q1 but NIO has already delivered 20,663 vehicles in Jan &amp; Feb. That means it’ll only be delivering 11,000-12,000 in March🫠🫠🫠 ➡️ Nio guided revenue of $1.584 million-$1.674 million. The midpoint of $1.629 billion is far below FactSet consensus of $2.505 billion🐻🐻🐻 (2) J.P. Morgan analyst downgraded NIO stock to Hold from Buy on 2/3 (Thu) &amp; ✂️ his price🎯 to $10 a share","listText":"I’m 🐻-ish after NIO’s Q4 earnings as: (1) NIO fell 9.4% on 1/3 (Wed) after an earnings miss on both revenue &amp; EPS &amp; the company’s outlook for Q1 sales &amp; deliveries fell short of expectations, while costs ramped higher👎👎 ➡️ A 9.4% drop means that investors have a very 🐻-ish POV…that means so should I as more sell-off would occur. ➡️ NIO said it expects to deliver between 31,000 &amp; 33,000 vehicles in the Q1 but NIO has already delivered 20,663 vehicles in Jan &amp; Feb. That means it’ll only be delivering 11,000-12,000 in March🫠🫠🫠 ➡️ Nio guided revenue of $1.584 million-$1.674 million. The midpoint of $1.629 billion is far below FactSet consensus of $2.505 billion🐻🐻🐻 (2) J.P. Morgan analyst downgraded NIO stock to Hold from Buy on 2/3 (Thu) &amp; ✂️ his price🎯 to $10 a share","text":"I’m 🐻-ish after NIO’s Q4 earnings as: (1) NIO fell 9.4% on 1/3 (Wed) after an earnings miss on both revenue & EPS & the company’s outlook for Q1 sales & deliveries fell short of expectations, while costs ramped higher👎👎 ➡️ A 9.4% drop means that investors have a very 🐻-ish POV…that means so should I as more sell-off would occur. ➡️ NIO said it expects to deliver between 31,000 & 33,000 vehicles in the Q1 but NIO has already delivered 20,663 vehicles in Jan & Feb. That means it’ll only be delivering 11,000-12,000 in March🫠🫠🫠 ➡️ Nio guided revenue of $1.584 million-$1.674 million. The midpoint of $1.629 billion is far below FactSet consensus of $2.505 billion🐻🐻🐻 (2) J.P. Morgan analyst downgraded NIO stock to Hold from Buy on 2/3 (Thu) & ✂️ his price🎯 to $10 a share","images":[{"img":"https://community-static.tradeup.com/news/3d0ebc136a0b29b1b28a0ade9f757b93","width":"1019","height":"563"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940179781","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955272442,"gmtCreate":1675494079086,"gmtModify":1676539005816,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955272442","repostId":"9955248850","repostType":1,"repost":{"id":9955248850,"gmtCreate":1675477856670,"gmtModify":1676539005293,"author":{"id":"9000000000000657","authorId":"9000000000000657","name":"CatherineGunter","avatar":"https://static.tigerbbs.com/3776235f8fbc22077e8df03b2522caf3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000657","idStr":"9000000000000657"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> MU is dominating the NAND as the only US supplier for advanced memory. The growth are progressing with the secular AI, IOT and chips revolution era.&nbsp;I like the way this is rebounding off the 200dma of $59.27. Market appears to be following history not the Fed in a presidential cycle. Under $60 i will keep adding for 2024 I'm in near the lows.&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> MU is dominating the NAND as the only US supplier for advanced memory. The growth are progressing with the secular AI, IOT and chips revolution era.&nbsp;I like the way this is rebounding off the 200dma of $59.27. Market appears to be following history not the Fed in a presidential cycle. Under $60 i will keep adding for 2024 I'm in near the lows.&nbsp;","text":"$Micron Technology(MU)$ MU is dominating the NAND as the only US supplier for advanced memory. The growth are progressing with the secular AI, IOT and chips revolution era. I like the way this is rebounding off the 200dma of $59.27. Market appears to be following history not the Fed in a presidential cycle. Under $60 i will keep adding for 2024 I'm in near the lows.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955248850","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950601139,"gmtCreate":1672734509122,"gmtModify":1676538727684,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950601139","repostId":"9950878656","repostType":1,"repost":{"id":9950878656,"gmtCreate":1672731444275,"gmtModify":1676538727275,"author":{"id":"9000000000000487","authorId":"9000000000000487","name":"MaudNelly","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000487","idStr":"9000000000000487"},"themes":[],"htmlText":"Some&nbsp;$MARA&nbsp;<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> December Production Report predictions based on the blockchain: 1. Mara mined a total of 474.6113673 bitcoin in the month and sold zero.2. Mara closed out the remaining $30m RLOC with Silvergate and moved 3,140.4291 bitcoin from restricted to unrestricted status in their hodl wallet.3. Mara still has a $50m Term Loan with Silvergate which is using 4,416.15396 bitcoin as collateral.","listText":"Some&nbsp;$MARA&nbsp;<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> December Production Report predictions based on the blockchain: 1. Mara mined a total of 474.6113673 bitcoin in the month and sold zero.2. Mara closed out the remaining $30m RLOC with Silvergate and moved 3,140.4291 bitcoin from restricted to unrestricted status in their hodl wallet.3. Mara still has a $50m Term Loan with Silvergate which is using 4,416.15396 bitcoin as collateral.","text":"Some $MARA $Marathon Digital Holdings Inc(MARA)$ December Production Report predictions based on the blockchain: 1. Mara mined a total of 474.6113673 bitcoin in the month and sold zero.2. Mara closed out the remaining $30m RLOC with Silvergate and moved 3,140.4291 bitcoin from restricted to unrestricted status in their hodl wallet.3. Mara still has a $50m Term Loan with Silvergate which is using 4,416.15396 bitcoin as collateral.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950878656","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925255728,"gmtCreate":1672045099564,"gmtModify":1676538626456,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925255728","repostId":"9925258677","repostType":1,"repost":{"id":9925258677,"gmtCreate":1672044193499,"gmtModify":1676538626357,"author":{"id":"3479274700653540","authorId":"3479274700653540","name":"financead","avatar":"https://static.tigerbbs.com/5edd2eb060757aaff1389f44b4f12616","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274700653540","idStr":"3479274700653540"},"themes":[],"htmlText":"GOTU's business pivot is still in progress, as evidenced by the increase in selling and marketing costs and a divergence in the performance of its various businesses.I have a positive view of Gaotu Techedu's new share repurchase plan, but I am worried about compliance risks for GOTU.My rating for GOTU is a Hold, as I have a mixed view of the company's shares.","listText":"GOTU's business pivot is still in progress, as evidenced by the increase in selling and marketing costs and a divergence in the performance of its various businesses.I have a positive view of Gaotu Techedu's new share repurchase plan, but I am worried about compliance risks for GOTU.My rating for GOTU is a Hold, as I have a mixed view of the company's shares.","text":"GOTU's business pivot is still in progress, as evidenced by the increase in selling and marketing costs and a divergence in the performance of its various businesses.I have a positive view of Gaotu Techedu's new share repurchase plan, but I am worried about compliance risks for GOTU.My rating for GOTU is a Hold, as I have a mixed view of the company's shares.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925258677","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966012331,"gmtCreate":1669344809023,"gmtModify":1676538186495,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a>this&nbsp;","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a>this&nbsp;","text":"$Walt Disney(DIS)$ this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966012331","isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963473979,"gmtCreate":1668743655091,"gmtModify":1676538106909,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"thanks 😊","listText":"thanks 😊","text":"thanks 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963473979","repostId":"9963447575","repostType":1,"repost":{"id":9963447575,"gmtCreate":1668743270797,"gmtModify":1676538106792,"author":{"id":"3581636635898281","authorId":"3581636635898281","name":"pekss","avatar":"https://static.tigerbbs.com/7dfef98c44b3810cffef7f3eb78524ba","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581636635898281","idStr":"3581636635898281"},"themes":[],"title":"Applied Materials' earnings beat after warning","htmlText":"Just last month, <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$&nbsp;</a> had issued an earnings warning that the company might miss its previous forecast for the latest quarterly earnings, attributing the miss to newly introduced export restrictions by the US government. Lo and behold! Fast forward to this month the semiconductor equipment maker, which counts major global&nbsp;semiconductor chip makers like <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>and&nbsp;<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>among its customers, surprised the market by actually delivering strong earnings with revenue of $6.75 billion and earnings of $2.03 per share that heartily surpassed analysts' expecta","listText":"Just last month, <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$&nbsp;</a> had issued an earnings warning that the company might miss its previous forecast for the latest quarterly earnings, attributing the miss to newly introduced export restrictions by the US government. Lo and behold! Fast forward to this month the semiconductor equipment maker, which counts major global&nbsp;semiconductor chip makers like <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>and&nbsp;<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>among its customers, surprised the market by actually delivering strong earnings with revenue of $6.75 billion and earnings of $2.03 per share that heartily surpassed analysts' expecta","text":"Just last month, $Applied Materials(AMAT)$ had issued an earnings warning that the company might miss its previous forecast for the latest quarterly earnings, attributing the miss to newly introduced export restrictions by the US government. Lo and behold! Fast forward to this month the semiconductor equipment maker, which counts major global semiconductor chip makers like $Taiwan Semiconductor Manufacturing(TSM)$ and $Intel(INTC)$ among its customers, surprised the market by actually delivering strong earnings with revenue of $6.75 billion and earnings of $2.03 per share that heartily surpassed analysts' expecta","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963447575","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960554775,"gmtCreate":1668214740097,"gmtModify":1676538029140,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thave&nbsp;","listText":"Thave&nbsp;","text":"Thave","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960554775","repostId":"2282487556","repostType":4,"repost":{"id":"2282487556","kind":"highlight","pubTimestamp":1668213017,"share":"https://ttm.financial/m/news/2282487556?lang=en_US&edition=fundamental","pubTime":"2022-11-12 08:30","market":"us","language":"en","title":"Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration","url":"https://stock-news.laohu8.com/highlight/detail?id=2282487556","media":"Seeking Alpha","summary":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-","content":"<html><head></head><body><h2>Summary</h2><ul><li>Nvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential &#34;dovish response from the Fed&#34;.</li><li>The stock&#39;s recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors&#39; confidence in Nvidia&#39;s longer-term prospects.</li><li>Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock&#39;s near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock&#39;s outlook.</li><li>The following analysis will walk through some of the latest developments in Nvidia&#39;s operating, macro and regulatory environment, and gauge their respective implications on the stock&#39;s near-term performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/821a26da6fd45d4119675770e348fdbe\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p>The better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).</p><p>Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.</p><p>And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.</p><p>Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.</p><p><b>Macro Overview</b></p><p>The Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.</p><p>October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.</p><p>Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):</p><blockquote>Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.</blockquote><blockquote>Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.</blockquote><blockquote>Source: Federal Reserve Bank of Dallas</blockquote><p>What this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.</p><p>Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.</p><p>Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.</p><p>And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.</p><p>And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.</p><p><b>Implications of the A800 Data Center GPU</b></p><p>Moving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.</p><p>In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.</p><p>As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.</p><p><i>i. Bull Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69a9f8803dc4cfc1a6531cd5970e6116\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce58edfb1fd144ddb4958ce28aa3068\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case PT (Author)</span></p><p><i>ii. Base Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a48b2c2079cc21eba075a71a080240c9\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c8bdcb85fdca3d00f2a79a9aa1f947\" tg-width=\"640\" tg-height=\"363\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case PT (Author)</span></p><p><i>iii. Bear Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55fa52330c071632e4c5480164c6da69\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d24c4b920c94cd1163561b799af23cb\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case PT (Author)</span></p><p>However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.</p><p><b>Implications of Crypto Contagion 2.0</b></p><p>As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.</p><p>While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.</p><p>Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:</p><blockquote>Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.</blockquote><blockquote>Source: Bloomberg</blockquote><p>While Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.</p><p>In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.</p><p><b>Final Thoughts</b></p><p>As we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.</p><p>And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.</p><p>Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.</p><p><i>This article is written by </i><i>Livy Investment Research</i><i> for reference only. Please note the risks.</i></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: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration</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; 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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\">\nNvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\"....</p>\n\n<a href=\"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration\">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/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282487556","content_text":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\".The stock's recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors' confidence in Nvidia's longer-term prospects.Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock's near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock's outlook.The following analysis will walk through some of the latest developments in Nvidia's operating, macro and regulatory environment, and gauge their respective implications on the stock's near-term performance.Justin SullivanThe better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.Macro OverviewThe Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.Source: Federal Reserve Bank of DallasWhat this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.Implications of the A800 Data Center GPUMoving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.i. Bull Case Financial Forecast and Valuation Analysis:Nvidia Bull Case Financial Forecast (Author)Nvidia Bull Case PT (Author)ii. Base Case Financial Forecast and Valuation Analysis:Nvidia Base Case Financial Forecast (Author)Nvidia Base Case PT (Author)iii. Bear Case Financial Forecast and Valuation Analysis:Nvidia Bear Case Financial Forecast (Author)Nvidia Bear Case PT (Author)However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.Implications of Crypto Contagion 2.0As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.Source: BloombergWhile Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.Final ThoughtsAs we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.This article is written by Livy Investment Research for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":3413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987621208,"gmtCreate":1667895219605,"gmtModify":1676537981112,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG 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Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1152089723","media":"Tiger Newspress","summary":"EV Stocks slumped in morning trading. Tesla, Nio, Xpeng, Li Auto, TuSimple and Faraday Future slid between 2% and 7%.","content":"<html><head></head><body><p>EV Stocks slumped in morning trading. Tesla, Nio, Xpeng, Li Auto, TuSimple and Faraday Future slid between 2% and 7%.<img src=\"https://static.tigerbbs.com/9f2d198c0981f11d0e2fce2f717cd65d\" tg-width=\"444\" tg-height=\"604\" referrerpolicy=\"no-referrer\"/></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>EV Stocks Slumped in Morning Trading</title>\n<style 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Stocks slumped in morning trading. Tesla, Nio, Xpeng, Li Auto, TuSimple and Faraday Future slid between 2% and 7%.<img src=\"https://static.tigerbbs.com/9f2d198c0981f11d0e2fce2f717cd65d\" tg-width=\"444\" tg-height=\"604\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152089723","content_text":"EV Stocks slumped in morning trading. Tesla, Nio, Xpeng, Li Auto, TuSimple and Faraday Future slid between 2% and 7%.","news_type":1,"symbols_score_info":{"NIO":0.9,"NKLA":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932987550,"gmtCreate":1662863886571,"gmtModify":1676537153324,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG 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Australia becoming a republic defeated in 1999Green Party leader says Australia needs to ‘move forward’Australia will get a one-time national public holiday to mourn Queen Elizabeth II, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-11/australian-prime-minister-sets-holiday-for-queen-rebuffs-republic-discussion\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Australian Prime Minister Sets Holiday for Queen; Says Not the Time to Discuss Republic Push</title>\n<style 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}\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\">\nAustralian Prime Minister Sets Holiday for Queen; Says Not the Time to Discuss Republic Push\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-11 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-11/australian-prime-minister-sets-holiday-for-queen-rebuffs-republic-discussion><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Referendum on Australia becoming a republic defeated in 1999Green Party leader says Australia needs to ‘move forward’Australia will get a one-time national public holiday to mourn Queen Elizabeth II, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-11/australian-prime-minister-sets-holiday-for-queen-rebuffs-republic-discussion\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XKO.AU":"标普/澳交所 300指数","XAO.AU":"标普/澳交所 普通股指数","XJO.AU":"标普/澳交所 200指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-11/australian-prime-minister-sets-holiday-for-queen-rebuffs-republic-discussion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145637637","content_text":"Referendum on Australia becoming a republic defeated in 1999Green Party leader says Australia needs to ‘move forward’Australia will get a one-time national public holiday to mourn Queen Elizabeth II, as her death revives a decades-long debate over whether the country should become a republic.Prime Minister Anthony Albanese said in an interview with the Australian Broadcasting Corp. Sunday that the holiday will take place on Thursday, Sept. 22, to coincide with a national day of memorial for the late queen, who died Sept. 8 after 70 years on the throne. Albanese and Australia’s governor-general, the sovereign’s representative in the country, will fly to London to attend her funeral next Monday, Sept. 19.Along with Canada, New Zealand and other former colonies of the British Empire, Australia still counts the monarch as itshead of state. A referendum in 1999 to become arepublicwas narrowly defeated, yet the debate has simmered as Australia’s stature as a regional power and globally significant economy has grown.The queen’s death and King Charles III’s ascension has revived that discussion, with the leader of Australia’sGreensparty, Adam Bandt,tweetingthe day after her death that the country must “move forward” and become a republic. While heavily criticized by other lawmakers as insensitive, a recent poll showed about 54% of the population supported breaking from Britain.Albanese -- a long-time supporter of Australia becoming a republic -- was quick to deflect when asked about the issue on Sunday, telling the ABC’s Insiders program that “now was not a time to talk about our system of government.”Former prime minister, John Howard, a monarchist who oversaw the 1999 referendum, told Insiders that Australia’s system of constitutional monarchy was valued by the people and would likely “continue in a different form” under Charles.Governor-General David Hurley, a former army officer, will proclaim Charles as King of Australia at a ceremony in Canberra Sunday.The country’s financial markets typically close on public holidays.","news_type":1,"symbols_score_info":{"XAO.AU":0.9,"XJO.AU":0.9,"XKO.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930948816,"gmtCreate":1661902260837,"gmtModify":1676536598318,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>thanks","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>thanks","text":"$Alphabet(GOOG)$thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930948816","isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930948990,"gmtCreate":1661902231713,"gmtModify":1676536598310,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930948990","repostId":"2263443263","repostType":2,"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930943058,"gmtCreate":1661902100775,"gmtModify":1676536598259,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930943058","repostId":"2263480744","repostType":4,"repost":{"id":"2263480744","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":1661901355,"share":"https://ttm.financial/m/news/2263480744?lang=en_US&edition=fundamental","pubTime":"2022-08-31 07:15","market":"us","language":"en","title":"CrowdStrike Earnings and Guidance Beat Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2263480744","media":"Dow Jones","summary":"CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lif","content":"<html><head></head><body><p>CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.</p><p>For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company&#39;s guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.</p><p>On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company&#39;s forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.</p><p>The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That&#39;s up 51% from a year earlier.</p><p>&#34;As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,&#34; CrowdStrike CEO George Kurtz said in a statement.</p><p>For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.</p><p>For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.</p><p>CrowdStrike said the revised guidance &#34;reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.&#34;</p><p>In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.</p><p><img src=\"https://static.tigerbbs.com/b2d25c81d528c04dac4c51245850c31f\" tg-width=\"825\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></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>CrowdStrike Earnings and Guidance Beat Estimates</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\">\nCrowdStrike Earnings and Guidance Beat Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-31 07:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.</p><p>For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company&#39;s guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.</p><p>On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company&#39;s forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.</p><p>The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That&#39;s up 51% from a year earlier.</p><p>&#34;As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,&#34; CrowdStrike CEO George Kurtz said in a statement.</p><p>For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.</p><p>For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.</p><p>CrowdStrike said the revised guidance &#34;reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.&#34;</p><p>In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.</p><p><img src=\"https://static.tigerbbs.com/b2d25c81d528c04dac4c51245850c31f\" tg-width=\"825\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","GUID":"Guident"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263480744","content_text":"CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company's guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company's forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That's up 51% from a year earlier.\"As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,\" CrowdStrike CEO George Kurtz said in a statement.For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.CrowdStrike said the revised guidance \"reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.\"In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.","news_type":1,"symbols_score_info":{"GUID":1,"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930949889,"gmtCreate":1661902086442,"gmtModify":1676536598244,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930949889","repostId":"2263450604","repostType":4,"repost":{"id":"2263450604","kind":"highlight","pubTimestamp":1661901547,"share":"https://ttm.financial/m/news/2263450604?lang=en_US&edition=fundamental","pubTime":"2022-08-31 07:19","market":"us","language":"en","title":"ChargePoint Reports Mixed Q2 Results, Maintains Full-Year Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2263450604","media":"Investing.com","summary":"ChargePoint reported Tuesday mixed second-quarter results as losses were wider than expected as high","content":"<html><head></head><body><p>ChargePoint reported Tuesday mixed second-quarter results as losses were wider than expected as higher revenue was offset by a jump in costs.</p><p>ChargePoint Holdings (NYSE:CHPT) was up 1.62% in aftermarket hours following the report.</p><p><img src=\"https://static.tigerbbs.com/31817c59f28fd1e6e27c3f68f798f45f\" tg-width=\"823\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p><p>The electric vehicle charging company reported a loss of 28 cents on revenue of $108.3 million. Analysts polled by Investing.com anticipated a loss of 22 cents a share on revenue of $103.0 million.</p><p>Total operating expenses jumped to $108.5 million from $85.1 million.</p><p>Looking ahead, the company forecast third-quarter revenue in a range of $125 million to $135 million, in line with estimates of $130.28 million.</p><p>For the full-year 2022, the outlook on revenue was maintained in a range of $450 million to $500 million.</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>ChargePoint Reports Mixed Q2 Results, Maintains Full-Year Guidance</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\">\nChargePoint Reports Mixed Q2 Results, Maintains Full-Year Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 07:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/chargepoint-reports-mixed-q2-results-163339813.html><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ChargePoint reported Tuesday mixed second-quarter results as losses were wider than expected as higher revenue was offset by a jump in costs.ChargePoint Holdings (NYSE:CHPT) was up 1.62% in ...</p>\n\n<a href=\"https://finance.yahoo.com/news/chargepoint-reports-mixed-q2-results-163339813.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GUID":"Guident","QTWO":"Q2 Holdings Inc","CHPT":"ChargePoint Holdings Inc.","BK4023":"应用软件"},"source_url":"https://finance.yahoo.com/news/chargepoint-reports-mixed-q2-results-163339813.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263450604","content_text":"ChargePoint reported Tuesday mixed second-quarter results as losses were wider than expected as higher revenue was offset by a jump in costs.ChargePoint Holdings (NYSE:CHPT) was up 1.62% in aftermarket hours following the report.The electric vehicle charging company reported a loss of 28 cents on revenue of $108.3 million. Analysts polled by Investing.com anticipated a loss of 22 cents a share on revenue of $103.0 million.Total operating expenses jumped to $108.5 million from $85.1 million.Looking ahead, the company forecast third-quarter revenue in a range of $125 million to $135 million, in line with estimates of $130.28 million.For the full-year 2022, the outlook on revenue was maintained in a range of $450 million to $500 million.","news_type":1,"symbols_score_info":{"QTWO":1,"CHPT":0.9,"GUID":1}},"isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930940739,"gmtCreate":1661902047423,"gmtModify":1676536598231,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930940739","repostId":"2263480744","repostType":4,"repost":{"id":"2263480744","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":1661901355,"share":"https://ttm.financial/m/news/2263480744?lang=en_US&edition=fundamental","pubTime":"2022-08-31 07:15","market":"us","language":"en","title":"CrowdStrike Earnings and Guidance Beat Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2263480744","media":"Dow Jones","summary":"CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lif","content":"<html><head></head><body><p>CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.</p><p>For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company&#39;s guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.</p><p>On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company&#39;s forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.</p><p>The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That&#39;s up 51% from a year earlier.</p><p>&#34;As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,&#34; CrowdStrike CEO George Kurtz said in a statement.</p><p>For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.</p><p>For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.</p><p>CrowdStrike said the revised guidance &#34;reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.&#34;</p><p>In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.</p><p><img src=\"https://static.tigerbbs.com/b2d25c81d528c04dac4c51245850c31f\" tg-width=\"825\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></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>CrowdStrike Earnings and Guidance Beat Estimates</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\">\nCrowdStrike Earnings and Guidance Beat Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-31 07:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.</p><p>For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company&#39;s guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.</p><p>On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company&#39;s forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.</p><p>The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That&#39;s up 51% from a year earlier.</p><p>&#34;As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,&#34; CrowdStrike CEO George Kurtz said in a statement.</p><p>For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.</p><p>For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.</p><p>CrowdStrike said the revised guidance &#34;reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.&#34;</p><p>In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.</p><p><img src=\"https://static.tigerbbs.com/b2d25c81d528c04dac4c51245850c31f\" tg-width=\"825\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","GUID":"Guident"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263480744","content_text":"CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company's guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company's forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That's up 51% from a year earlier.\"As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,\" CrowdStrike CEO George Kurtz said in a statement.For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.CrowdStrike said the revised guidance \"reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.\"In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.","news_type":1,"symbols_score_info":{"GUID":1,"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":1612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930940263,"gmtCreate":1661902029855,"gmtModify":1676536598223,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930940263","repostId":"2263480744","repostType":4,"repost":{"id":"2263480744","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":1661901355,"share":"https://ttm.financial/m/news/2263480744?lang=en_US&edition=fundamental","pubTime":"2022-08-31 07:15","market":"us","language":"en","title":"CrowdStrike Earnings and Guidance Beat Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2263480744","media":"Dow Jones","summary":"CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lif","content":"<html><head></head><body><p>CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.</p><p>For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company&#39;s guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.</p><p>On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company&#39;s forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.</p><p>The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That&#39;s up 51% from a year earlier.</p><p>&#34;As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,&#34; CrowdStrike CEO George Kurtz said in a statement.</p><p>For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.</p><p>For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.</p><p>CrowdStrike said the revised guidance &#34;reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.&#34;</p><p>In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.</p><p><img src=\"https://static.tigerbbs.com/b2d25c81d528c04dac4c51245850c31f\" tg-width=\"825\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></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>CrowdStrike Earnings and Guidance Beat Estimates</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\">\nCrowdStrike Earnings and Guidance Beat Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-31 07:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.</p><p>For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company&#39;s guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.</p><p>On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company&#39;s forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.</p><p>The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That&#39;s up 51% from a year earlier.</p><p>&#34;As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,&#34; CrowdStrike CEO George Kurtz said in a statement.</p><p>For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.</p><p>For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.</p><p>CrowdStrike said the revised guidance &#34;reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.&#34;</p><p>In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.</p><p><img src=\"https://static.tigerbbs.com/b2d25c81d528c04dac4c51245850c31f\" tg-width=\"825\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","GUID":"Guident"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263480744","content_text":"CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company's guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company's forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That's up 51% from a year earlier.\"As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,\" CrowdStrike CEO George Kurtz said in a statement.For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.CrowdStrike said the revised guidance \"reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.\"In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.","news_type":1,"symbols_score_info":{"GUID":1,"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997554620,"gmtCreate":1661825408663,"gmtModify":1676536586524,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997554620","repostId":"1163115012","repostType":4,"repost":{"id":"1163115012","kind":"news","pubTimestamp":1661824219,"share":"https://ttm.financial/m/news/1163115012?lang=en_US&edition=fundamental","pubTime":"2022-08-30 09:50","market":"us","language":"en","title":"Woodside Profit Quadruples Amid Gas Crisis","url":"https://stock-news.laohu8.com/highlight/detail?id=1163115012","media":"Perthnow","summary":"Woodside Energy has reaped the benefits of soaring oil and gas prices in the first half of 2022, boo","content":"<html><head></head><body><p>Woodside Energy has reaped the benefits of soaring oil and gas prices in the first half of 2022, boosted by assets acquired from BHP.</p><p>Australia&#39;s largest oil and gas company posted a fourfold increase in net profit after tax (NPAT) to $US1.64 billion ($A2.38b) for the six months to June 30.</p><p>Shares in Woodside rose 3.3 percent or $A1.18 to $A36.53 in morning trade on Tuesday.</p><p>&#34;There is no doubt that energy security has become a fundamental issue for world energy markets in the wake of Russia&#39;s invasion of Ukraine, and we are seeing that translate into commodity prices,&#34; managing director and CEO Meg O&#39;Neill said on an investor call.</p><p>Ms O&#39;Neill said she had confidence in the longer-term outlook for gas, which makes up 70 percent of Woodside&#39;s business.</p><p>She said growing demand is expected during the coming decade as Asian and European markets look to reduce dependence on Russian gas.</p><p>Underlying NPAT quadrupled to a first-half record at $US1.82b.</p><p>Operating revenue for the six months to June 30 rose by 132 percent to $US5.81b.</p><p>Chief Financial Officer Graham Tiver said Woodside paid $A700m in Australian taxes, royalties and excise in the first half of 2022.</p><p>&#34;Higher prices do translate to higher taxes,&#34; Mr Tiver said.</p><p>Ms O&#39;Neill said the results reflected the benefits of acquiring BHP&#39;s petroleum assets, higher prices and more reliable LNG operations.</p><p>Perth-headquartered Woodside completed a merger with BHP Petroleum on June 1 and may sell some assets after the current strategic review, potentially resulting in a special dividend or share buyback.</p><p>But Woodside is yet to lock in a partner for its controversial Scarborough gas project in the Carnarvon Basin offshore Western Australia, after initially planning to sell down a 50 percent stake.</p><p>The project that some have described as a &#34;climate bomb&#34; holds 11.1 trillion cubic feet of gas and is scheduled to operate for 25 years from 2026.</p><p>Ms O&#39;Neill told analysts Woodside has spoken to &#34;a number of high-quality potential partners&#34; but is not in a hurry.</p><p>Quizzed about the lack of guidance for 2023, she said it would be provided at an investor day in December.</p><p>Group production for the half-year was 19 percent higher at 54.9m barrels, partly due to improved reliability at LNG facilities, Ms O&#39;Neill said.</p><p>Increased production capacity at Bass Strait enabled the energy company to supply additional gas into the eastern Australian domestic gas market.</p><p>Meanwhile Pluto LNG achieved a strong production performance, up 11 percent to 24.3m barrels.</p><p>Production from Pluto was increased by the start-up of Pyxis Hub and the commencement of gas flows through the Interconnector pipeline to Karratha Gas Plant.</p><p>&#34;This well-timed investment allowed us to supply three LNG cargoes, one condensate cargo and pipeline gas into a strong market,&#34; Ms O&#39;Neill said.</p><p>&#34;The start-up of the Pluto-KGP Interconnector also marked the beginning of the North West Shelf Project&#39;s transformation into a tolling facility, which is essential to the long-term future of Australia&#39;s first and largest LNG plant.&#34;</p><p>But Australia&#39;s largest untapped gas resource in the Browse Basin north of Broome needed a &#34;CCS (carbon capture and storage) solution&#34; for Woodside to move forward, she said.</p><p>Woodside believes the technology will play a key role in gas-rich Australia meeting its emissions targets, and for the company to achieve net zero by 2050.</p><p>Woodside declared a first-half dividend of $US1.09 per share, up from 30 US cents a year earlier.</p></body></html>","source":"lsy1642055555906","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>Woodside Profit Quadruples Amid Gas Crisis</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; 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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\">\nWoodside Profit Quadruples Amid Gas Crisis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.perthnow.com.au/business/markets/woodside-reaps-h1-gains-amid-energy-crisis-c-8051740><strong>Perthnow</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Woodside Energy has reaped the benefits of soaring oil and gas prices in the first half of 2022, boosted by assets acquired from BHP.Australia's largest oil and gas company posted a fourfold increase ...</p>\n\n<a href=\"https://www.perthnow.com.au/business/markets/woodside-reaps-h1-gains-amid-energy-crisis-c-8051740\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WDS":"Woodside Energy Group Ltd","WDS.AU":"WOODSIDE ENERGY GROUP LTD"},"source_url":"https://www.perthnow.com.au/business/markets/woodside-reaps-h1-gains-amid-energy-crisis-c-8051740","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163115012","content_text":"Woodside Energy has reaped the benefits of soaring oil and gas prices in the first half of 2022, boosted by assets acquired from BHP.Australia's largest oil and gas company posted a fourfold increase in net profit after tax (NPAT) to $US1.64 billion ($A2.38b) for the six months to June 30.Shares in Woodside rose 3.3 percent or $A1.18 to $A36.53 in morning trade on Tuesday.\"There is no doubt that energy security has become a fundamental issue for world energy markets in the wake of Russia's invasion of Ukraine, and we are seeing that translate into commodity prices,\" managing director and CEO Meg O'Neill said on an investor call.Ms O'Neill said she had confidence in the longer-term outlook for gas, which makes up 70 percent of Woodside's business.She said growing demand is expected during the coming decade as Asian and European markets look to reduce dependence on Russian gas.Underlying NPAT quadrupled to a first-half record at $US1.82b.Operating revenue for the six months to June 30 rose by 132 percent to $US5.81b.Chief Financial Officer Graham Tiver said Woodside paid $A700m in Australian taxes, royalties and excise in the first half of 2022.\"Higher prices do translate to higher taxes,\" Mr Tiver said.Ms O'Neill said the results reflected the benefits of acquiring BHP's petroleum assets, higher prices and more reliable LNG operations.Perth-headquartered Woodside completed a merger with BHP Petroleum on June 1 and may sell some assets after the current strategic review, potentially resulting in a special dividend or share buyback.But Woodside is yet to lock in a partner for its controversial Scarborough gas project in the Carnarvon Basin offshore Western Australia, after initially planning to sell down a 50 percent stake.The project that some have described as a \"climate bomb\" holds 11.1 trillion cubic feet of gas and is scheduled to operate for 25 years from 2026.Ms O'Neill told analysts Woodside has spoken to \"a number of high-quality potential partners\" but is not in a hurry.Quizzed about the lack of guidance for 2023, she said it would be provided at an investor day in December.Group production for the half-year was 19 percent higher at 54.9m barrels, partly due to improved reliability at LNG facilities, Ms O'Neill said.Increased production capacity at Bass Strait enabled the energy company to supply additional gas into the eastern Australian domestic gas market.Meanwhile Pluto LNG achieved a strong production performance, up 11 percent to 24.3m barrels.Production from Pluto was increased by the start-up of Pyxis Hub and the commencement of gas flows through the Interconnector pipeline to Karratha Gas Plant.\"This well-timed investment allowed us to supply three LNG cargoes, one condensate cargo and pipeline gas into a strong market,\" Ms O'Neill said.\"The start-up of the Pluto-KGP Interconnector also marked the beginning of the North West Shelf Project's transformation into a tolling facility, which is essential to the long-term future of Australia's first and largest LNG plant.\"But Australia's largest untapped gas resource in the Browse Basin north of Broome needed a \"CCS (carbon capture and storage) solution\" for Woodside to move forward, she said.Woodside believes the technology will play a key role in gas-rich Australia meeting its emissions targets, and for the company to achieve net zero by 2050.Woodside declared a first-half dividend of $US1.09 per share, up from 30 US cents a year earlier.","news_type":1,"symbols_score_info":{"WDS":0.9,"WDS.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997354963,"gmtCreate":1661747357254,"gmtModify":1676536572369,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997354963","repostId":"1195305301","repostType":4,"repost":{"id":"1195305301","kind":"news","pubTimestamp":1661744439,"share":"https://ttm.financial/m/news/1195305301?lang=en_US&edition=fundamental","pubTime":"2022-08-29 11:40","market":"us","language":"en","title":"Bitcoin Price Drop Underscores Crypto’s Overstated Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1195305301","media":"Bloomberg","summary":"The true value of the crypto market isn’t what its believers suggest, but it’s nothing to sneer at, ","content":"<div>\n<p>The true value of the crypto market isn’t what its believers suggest, but it’s nothing to sneer at, either.Illustration: Arne Bellstorf for Bloomberg BusinessweekIt was a $2 trillion wipeout, or so ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-26/bitcoin-price-drop-underscores-crypto-s-overstated-value\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin Price Drop Underscores Crypto’s Overstated Value</title>\n<style 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}\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\">\nBitcoin Price Drop Underscores Crypto’s Overstated Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-29 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-26/bitcoin-price-drop-underscores-crypto-s-overstated-value><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The true value of the crypto market isn’t what its believers suggest, but it’s nothing to sneer at, either.Illustration: Arne Bellstorf for Bloomberg BusinessweekIt was a $2 trillion wipeout, or so ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-26/bitcoin-price-drop-underscores-crypto-s-overstated-value\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-26/bitcoin-price-drop-underscores-crypto-s-overstated-value","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195305301","content_text":"The true value of the crypto market isn’t what its believers suggest, but it’s nothing to sneer at, either.Illustration: Arne Bellstorf for Bloomberg BusinessweekIt was a $2 trillion wipeout, or so they say. The still-unfolding crypto winter, which leveled an entire blockchain’s ecosystem, a large hedge fund, a couple of crypto lenders, and an untold number of retail investors, sent crypto’s total market capitalization plummeting to about $1 trillion, from roughly $3 trillion at its peak in November.Seeing that number made me wonder if market cap—which is just the number of tokens multiplied by each one’s latest price—is a good way to measure the overall size of the industry. Also, given that a vast number of coins have simply vanished and that plenty of projects produced worthless tokens, does market cap really tell us anything about crypto’s economic value?Central to the market-cap conundrum is that some users sell crypto assets to themselves over and over—this is called “wash trading”—creating the illusion that money changes hands and items are worth more than they actually are. Melania Trump made news earlier this year when it was reported that the winning bid for her first nonfungible token, or NFT, a photo of her wearing a white suit during a 2018 state visit to France, appeared to have come from the former first lady’s own crypto wallet.So how much of that $3 trillion pile at the height of crypto last year was actually … cash? Could it be that the last crypto boom never even happened? The question of just how big the ecosystem became matters for a number of reasons, not least of which is that a ton of retail investors plunged into crypto thinking it must be safe, since so many others had made money doing so.It looks a lot less safe now. The popular crypto platform Coinbase Global Inc. is under investigation by the US Securities and Exchange Commission for offering tokens the regulator deem sunregistered securities. The company has also announced layoffs, as have BlockFi, Crypto.com, and Gemini Trust, among others. Many unanswered questions remain in the bankruptcies of Celsius Network LLC, a crypto lending platform, and Voyager Digital Ltd., a crypto brokerage. And it’s all happening as Bitcoin, the largest cryptocurrency, hovers around $21,500, down from almost $69,000 in November. Where did all that money go?I decided to go down the rabbit hole. The first stop was figuring out how many real people had entered the cryptosphere. A Federal Reserve survey says that 12% of US adults held crypto in 2021. A Pew Research Center poll conducted in September 2021 put the figure slightly higher, finding that about 16% of Americans had invested in, traded, or somehow used digital assets. That’s something like 53 million people—not insignificant.“It’s astonishing wealth creation—it’s a big transfer of wealth from people who created these assets to those who want to buy them”Money definitely flowed toward digital assets during their high-profile ascent in the pandemic years. The website CoinMarketCap shows that daily trading volume peaked at about $455 billion in February 2021 across different crypto exchanges, and it’s hovering at around $70 billion today. It’s not like the whole thing is made of hot air.Illustration: Arne BellstorfThe SkepticYet hot air was the central theme of my conversation with David Gerard, a noted crypto skeptic who’s written with Amy Castor about the popping of the crypto bubble. He has strong opinions about that $3 trillion market-cap figure. “It’s literally just made-up BS numbers,” he says, right off the bat. “They’re all just lies, marketing for crypto. Big numbers make headlines.”The trouble, he says, is the system ran out of new investors. It’s not a Ponzi scheme, but it works like one, because early investors can only be paid with money from later investors. And because the dollar size of the market and the number of participants are both tiny, he adds, it’s easier to manipulate—and there’s lots of manipulation going on.Gerard says many Bitcoin miners stockpiled freshly mined tokens last year. They might not have been able to offload their piles of coins even if they wanted to, he says, because the market is so illiquid: “It’s smaller than you think.”For truer, more granular data on crypto’s size, Gerard suggests looking at flows of cash into and out of exchanges. But that would require accessing data from exchanges—and most don’t willingly share it. Gerard says totaling all the leverage involved in trading crypto would give a sense of how much the underlying market is inflated by. Store away that thought for now.Illustration: Arne BellstorfThe EconomistsIf you want more concrete figures, a 2021 paper by the Federal Reserve Bank of Cleveland looks like it may hold some clues. Two economists looked into how retail investors spent their stimulus checks on crypto. “It’s much more difficult to quantify the market value as accurately as you would for stocks or bonds,” says one of the authors, Anantha Divakaruni, who teaches financial technology at the University of Bergen in Norway. “Buyer and seller information is highly unavailable.”Divakaruni’s co-author, Peter Zimmerman, a Cleveland Fed economist, suggests looking at measures that show the average price at which Bitcoin has traded, not the price at which the last coin was sold. (He won’t be the only one to recommend this.) Zimmerman notes that average price is a good measure for markets that can be as illiquid as crypto often is.Illustration: Arne BellstorfThe ResearcherI also consulted Noelle Acheson, head of market insights at crypto lender Genesis Global Trading Inc. Acheson, who has a degree in applied mathematics and economics from Brown, says she thinks market cap might actually be a decent way of measuring the value of crypto.About 90% of the figure reflects the top 20 coins by market cap, she explains. Certain gauges even exclude dormant coins, or tokens that haven’t been touched in more than five years and are presumed lost. “So I would say market cap is an interesting way to look at the value of the crypto ecosystem, because of what the tokens themselves represent,” she says. “Speculation is in there, and you can argue that speculation is” one of crypto’s legitimate uses.Another way of looking at it, Acheson says, is to compare the “free-float supply” measure using figures provided by Coin Metrics, a company that tracks real-time crypto data, with circulating supply. Free float shows the number of coins in circulation but subtracts those held by foundations, the nonprofit groups dedicated to supporting blockchains, and dormant supply. The Coin Metrics numbers—which aren’t ideal, because they don’t include Solana and a few other major tokens—show the market cap based on the circulating supply of 8 of the top 10 tokens to be $787 billion. And market cap based on free float is about 80% of that current-supply market cap, or about $630 billion. Now we’re getting somewhere.The next researcher on my list is James Malcolm, head of foreign exchange and crypto research at UBS Investment Bank. He tells me to look at realized value—the prices that coins actually fetched in their most recent transaction—instead of market value, which assumes every coin would trade today at the current price shown on an exchange. “Because of deleveraging, prices have come down to more or less the average realized value price,” Malcolm says from his home outside London, mirroring Gerard’s point about leverage distorting the market-cap number. “So now there’s very little difference between market value and realized value”—meaning today’s market cap of about $1 trillion is a pretty good read of how big the crypto market really is. That may sound like a lot, he adds, but “it’s particularly small” when compared with any other conventional market. Malcolm says a useful way of looking at the market is through what’s known as MVRV, or the ratio of market value to realized value. MVRV reveals how frothy the market is. And luckily there’s a researcher who tracks it.Illustration: Arne BellstorfThe Data CrunchersJames Check at Glassnode, a crypto data provider, is well-known among the eccentric bunch who live to peruse Bitcoin charts for all sorts of data on how the token is behaving or who’s winning and losing amid the downturn. A former civil engineer, Check is the man behind any number of esoteric measures, such as the “RVT ratio” and “MRGO” (don’t ask), that sometimes get mentioned in stories about crypto. To get a read on the number of people who participate in the ecosystem, Check tracks a measure called entities. A single person can use multiple addresses, so Glassnode clusters them together into entities—unique users—to get a more accurate reading. Bitcoin has about 300,000 unique entities per day, down from around 400,000 in February 2021, he says. As for the market’s value, he also tells me to look at MVRV, which reached 3.2 at November’s peak, meaning the market value was that many times larger than the realized value.So if the market cap was almost $3 trillion at the peak, dividing it by 3.2 equals about $875 billion, which roughly approximates today’s $1 trillion market cap. “It’s never going to be perfect, but it’s showing you the speculation premium over and above the real underlying value of crypto,” Check says.Is $875 billion a lot? “To an individual, $875 billion is enormous, to a company it’s enormous,” Check says. “To an asset that has all the potential to usurp gold and probably overtake it by some orders of magnitude, it’s peanuts.”Crypto’s estimated market cap at its peak: $3 trillion. A more sober approximation: $841 billionPhilip Gradwell, chief economist at Chainalysis Inc., a blockchain data platform, says there are two core ideas to consider. First, it’s possible to see when Bitcoin or any other crypto enters a wallet where tokens are stored. Second, it’s possible to see the price in the market when it does so. This gives us the realized value for every single crypto holder. He reckons about $411 billion is what investors and businesses paid for the Bitcoin they currently hold, while the realized value of all cryptocurrencies is $841 billion. Even though it pales next to Apple Inc.’s $2.7 trillion market cap, “I don’t think it’s that small of a number,” Gradwell says. “In a way, it’s astonishing wealth creation—it’s a big transfer of wealth from people who created these assets to those who want to buy them.”So, what have we learned? One big lesson is that market cap alone isn’t really a great measure of crypto’s economic value—and may even artificially inflate its overall size. While the market value has plunged from $3 trillion to about $1 trillion, the “true,” or realized, value of crypto has held steady in a narrow band. That’s because market cap reflects all the things that can amplify froth, such as leverage, wash trades, manipulation, dormant coins, and coins that never made it into circulation. Strip all that out, and crypto’s value has been remarkably steady through all the gyrations. What would push it higher? In a word, liquidity: more people investing in crypto as a store of value, rather than just trying to pump up the price of their favorite token.","news_type":1,"symbols_score_info":{"BTCmain":0.9,"MBTmain":0.9,"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995363125,"gmtCreate":1661411395169,"gmtModify":1676536514046,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995363125","repostId":"1165537948","repostType":4,"repost":{"id":"1165537948","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":1661410342,"share":"https://ttm.financial/m/news/1165537948?lang=en_US&edition=fundamental","pubTime":"2022-08-25 14:52","market":"us","language":"en","title":"Nasdaq 100 Futures Added Over 1%, S&P 500 Futures Rose 0.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165537948","media":"Tiger Newspress","summary":"US futures pushed higher in the wake of positive closes for the S&P 500 and Nasdaq 100. S&P 500 futu","content":"<html><head></head><body><p>US futures pushed higher in the wake of positive closes for the S&amp;P 500 and Nasdaq 100. S&amp;P 500 futures rose 0.94%, while Nasdaq 100 futures rose 1.04%.</p><p><img src=\"https://static.tigerbbs.com/0014e9eaac64a368b88c5d9b89dae8ba\" tg-width=\"508\" tg-height=\"244\" width=\"100%\" height=\"auto\"/></p><p>Angst ahead of Powell’s comments due Friday is centered on whether he will rebut expectations that slowing growth will temper US monetary tightening in the next phase of the campaign against high inflation.</p><p>Treasuries held a slide and the two-year yield remained in sight of 3.40%. A dollar gauge dipped. Crude oil added to a rally that could feed into renewed jitters about whether price pressures have peaked.</p><p>Fed officials in the run-up to Jackson Hole have been clear they see more monetary tightening ahead, a message that’s eroded a bounce in stocks and bonds from mid-June troughs. The tension in markets is whether those assets will continue to head back toward the lows of the year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq 100 Futures Added Over 1%, S&P 500 Futures Rose 0.94%</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\">\nNasdaq 100 Futures Added Over 1%, S&P 500 Futures Rose 0.94%\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\">2022-08-25 14:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US futures pushed higher in the wake of positive closes for the S&amp;P 500 and Nasdaq 100. S&amp;P 500 futures rose 0.94%, while Nasdaq 100 futures rose 1.04%.</p><p><img src=\"https://static.tigerbbs.com/0014e9eaac64a368b88c5d9b89dae8ba\" tg-width=\"508\" tg-height=\"244\" width=\"100%\" height=\"auto\"/></p><p>Angst ahead of Powell’s comments due Friday is centered on whether he will rebut expectations that slowing growth will temper US monetary tightening in the next phase of the campaign against high inflation.</p><p>Treasuries held a slide and the two-year yield remained in sight of 3.40%. A dollar gauge dipped. Crude oil added to a rally that could feed into renewed jitters about whether price pressures have peaked.</p><p>Fed officials in the run-up to Jackson Hole have been clear they see more monetary tightening ahead, a message that’s eroded a bounce in stocks and bonds from mid-June troughs. The tension in markets is whether those assets will continue to head back toward the lows of the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165537948","content_text":"US futures pushed higher in the wake of positive closes for the S&P 500 and Nasdaq 100. S&P 500 futures rose 0.94%, while Nasdaq 100 futures rose 1.04%.Angst ahead of Powell’s comments due Friday is centered on whether he will rebut expectations that slowing growth will temper US monetary tightening in the next phase of the campaign against high inflation.Treasuries held a slide and the two-year yield remained in sight of 3.40%. A dollar gauge dipped. Crude oil added to a rally that could feed into renewed jitters about whether price pressures have peaked.Fed officials in the run-up to Jackson Hole have been clear they see more monetary tightening ahead, a message that’s eroded a bounce in stocks and bonds from mid-June troughs. The tension in markets is whether those assets will continue to head back toward the lows of the year.","news_type":1,"symbols_score_info":{"ESmain":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9960554775,"gmtCreate":1668214740097,"gmtModify":1676538029140,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thave&nbsp;","listText":"Thave&nbsp;","text":"Thave","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960554775","repostId":"2282487556","repostType":4,"repost":{"id":"2282487556","kind":"highlight","pubTimestamp":1668213017,"share":"https://ttm.financial/m/news/2282487556?lang=en_US&edition=fundamental","pubTime":"2022-11-12 08:30","market":"us","language":"en","title":"Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration","url":"https://stock-news.laohu8.com/highlight/detail?id=2282487556","media":"Seeking Alpha","summary":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-","content":"<html><head></head><body><h2>Summary</h2><ul><li>Nvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential &#34;dovish response from the Fed&#34;.</li><li>The stock&#39;s recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors&#39; confidence in Nvidia&#39;s longer-term prospects.</li><li>Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock&#39;s near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock&#39;s outlook.</li><li>The following analysis will walk through some of the latest developments in Nvidia&#39;s operating, macro and regulatory environment, and gauge their respective implications on the stock&#39;s near-term performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/821a26da6fd45d4119675770e348fdbe\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p>The better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).</p><p>Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.</p><p>And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.</p><p>Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.</p><p><b>Macro Overview</b></p><p>The Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.</p><p>October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.</p><p>Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):</p><blockquote>Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.</blockquote><blockquote>Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.</blockquote><blockquote>Source: Federal Reserve Bank of Dallas</blockquote><p>What this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.</p><p>Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.</p><p>Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.</p><p>And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.</p><p>And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.</p><p><b>Implications of the A800 Data Center GPU</b></p><p>Moving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.</p><p>In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.</p><p>As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.</p><p><i>i. Bull Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69a9f8803dc4cfc1a6531cd5970e6116\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce58edfb1fd144ddb4958ce28aa3068\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case PT (Author)</span></p><p><i>ii. Base Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a48b2c2079cc21eba075a71a080240c9\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c8bdcb85fdca3d00f2a79a9aa1f947\" tg-width=\"640\" tg-height=\"363\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case PT (Author)</span></p><p><i>iii. Bear Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55fa52330c071632e4c5480164c6da69\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d24c4b920c94cd1163561b799af23cb\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case PT (Author)</span></p><p>However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.</p><p><b>Implications of Crypto Contagion 2.0</b></p><p>As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.</p><p>While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.</p><p>Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:</p><blockquote>Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.</blockquote><blockquote>Source: Bloomberg</blockquote><p>While Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.</p><p>In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.</p><p><b>Final Thoughts</b></p><p>As we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.</p><p>And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.</p><p>Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.</p><p><i>This article is written by </i><i>Livy Investment Research</i><i> for reference only. Please note the risks.</i></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: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration</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; 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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\">\nNvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\"....</p>\n\n<a href=\"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration\">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/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282487556","content_text":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\".The stock's recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors' confidence in Nvidia's longer-term prospects.Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock's near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock's outlook.The following analysis will walk through some of the latest developments in Nvidia's operating, macro and regulatory environment, and gauge their respective implications on the stock's near-term performance.Justin SullivanThe better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.Macro OverviewThe Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.Source: Federal Reserve Bank of DallasWhat this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.Implications of the A800 Data Center GPUMoving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.i. Bull Case Financial Forecast and Valuation Analysis:Nvidia Bull Case Financial Forecast (Author)Nvidia Bull Case PT (Author)ii. Base Case Financial Forecast and Valuation Analysis:Nvidia Base Case Financial Forecast (Author)Nvidia Base Case PT (Author)iii. Bear Case Financial Forecast and Valuation Analysis:Nvidia Bear Case Financial Forecast (Author)Nvidia Bear Case PT (Author)However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.Implications of Crypto Contagion 2.0As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.Source: BloombergWhile Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.Final ThoughtsAs we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.This article is written by Livy Investment Research for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":3413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930940739,"gmtCreate":1661902047423,"gmtModify":1676536598231,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930940739","repostId":"2263480744","repostType":4,"repost":{"id":"2263480744","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":1661901355,"share":"https://ttm.financial/m/news/2263480744?lang=en_US&edition=fundamental","pubTime":"2022-08-31 07:15","market":"us","language":"en","title":"CrowdStrike Earnings and Guidance Beat Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2263480744","media":"Dow Jones","summary":"CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lif","content":"<html><head></head><body><p>CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.</p><p>For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company&#39;s guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.</p><p>On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company&#39;s forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.</p><p>The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That&#39;s up 51% from a year earlier.</p><p>&#34;As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,&#34; CrowdStrike CEO George Kurtz said in a statement.</p><p>For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.</p><p>For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.</p><p>CrowdStrike said the revised guidance &#34;reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.&#34;</p><p>In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.</p><p><img src=\"https://static.tigerbbs.com/b2d25c81d528c04dac4c51245850c31f\" tg-width=\"825\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></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>CrowdStrike Earnings and Guidance Beat Estimates</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\">\nCrowdStrike Earnings and Guidance Beat Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-31 07:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.</p><p>For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company&#39;s guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.</p><p>On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company&#39;s forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.</p><p>The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That&#39;s up 51% from a year earlier.</p><p>&#34;As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,&#34; CrowdStrike CEO George Kurtz said in a statement.</p><p>For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.</p><p>For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.</p><p>CrowdStrike said the revised guidance &#34;reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.&#34;</p><p>In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.</p><p><img src=\"https://static.tigerbbs.com/b2d25c81d528c04dac4c51245850c31f\" tg-width=\"825\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","GUID":"Guident"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263480744","content_text":"CrowdStrike posted better-than-expected results for its fiscal second quarter ended July 31, and lifted its expectations for the full fiscal year. Demand for cybersecurity software remained robust in the face of ongoing macroeconomic weakness.For the quarter, CrowdStrike (ticker: CRWD) posted revenue of $535.2 million, up 58% from a year ago, and above both the company's guidance range of $512.7 million to $516.8 million and Street consensus at $515 million.On an adjusted basis, the company earned 36 cents a share in the quarter, above both the company's forecast for 27 to 28 cents, and Street consensus at 28 cents. Under generally accepted accounting principles, CrowdStrike lost $49.3 million, or 21 cents a share, narrowing from a loss of $57.3 million, or 25 cents a share, in the year ago quarter.The company said annual recurring revenue reached $2.15 billion, up 59% from a year ago, adding 1,741 net new customers in the quarter, boosting the total to 19,686 customers. That's up 51% from a year earlier.\"As organizations respond to macroeconomic conditions, they are prioritizing investments and looking to standardize with a security partner they can trust to achieve better protection with less time, fewer resources and lower total cost of ownership,\" CrowdStrike CEO George Kurtz said in a statement.For the October quarter, CrowdStrike sees revenue of $569.1 million to $575.9 million, with non-GAAP profits of 30 to 32 cents a share; Street consensus estimates had been revenue of $568.5 million and profits of 28 cents a share.For the full fiscal year ending in January, CrowdStrike now sees revenue of $2.223 billion to $2.232, up from a previous forecast of $2.2 billion. The company now sees full year non-GAAP profits of $1.31 to $1.33 a share, up from a previous forecast range of $1.18 to $1.22 a share.CrowdStrike said the revised guidance \"reflects our technology advantage and strong industry tailwinds combined with a pragmatic view of current macroeconomic conditions.\"In late trading, CrowdStrike stock is up 0.08% to $193.44. Shares are down about 5% for the year to date.","news_type":1,"symbols_score_info":{"GUID":1,"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":1612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007891471,"gmtCreate":1642818065031,"gmtModify":1676533749948,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007891471","repostId":"2205302378","repostType":4,"repost":{"id":"2205302378","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642800688,"share":"https://ttm.financial/m/news/2205302378?lang=en_US&edition=fundamental","pubTime":"2022-01-22 05:31","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide","url":"https://stock-news.laohu8.com/highlight/detail?id=2205302378","media":"Reuters","summary":"* Netflix plunges, weighs on Disney, media stocks* S&P 500, Nasdaq have biggest weekly drops since March 2020* Focus turning to Fed meeting for clarity on policy* Indexes down: Dow 1.3%, S&P 1.89%, Na","content":"<html><head></head><body><p>* Netflix plunges, weighs on Disney, media stocks</p><p>* S&amp;P 500, Nasdaq have biggest weekly drops since March 2020</p><p>* Focus turning to Fed meeting for clarity on policy</p><p>* Indexes down: Dow 1.3%, S&amp;P 1.89%, Nasdaq 2.72%</p><p>Jan 21 (Reuters) - Wall Street&#39;s main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&amp;P 500 and Nasdaq log their  biggest weekly percentage drops since the onset of the pandemic in March 2020.</p><p>The benchmark S&amp;P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.</p><p>Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.</p><p>Netflix    shares tumbled 21.8%, weighing on the S&amp;P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney    fell 6.9%, dragging on the Dow, while Roku    also slid 9.1%.</p><p>&#34;It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. &#34;It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today.&#34;</p><p>The Dow Jones Industrial Average    fell 450.02 points, or 1.3%, to 34,265.37, the S&amp;P 500    lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite    dropped 385.10 points, or 2.72%, to 13,768.92.</p><p>For the week, the S&amp;P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.</p><p>The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.</p><p>The S&amp;P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.</p><p>&#34;When markets get like they&#39;ve gotten this week, the emotion is what takes over,&#34; said Jim Paulsen, chief investment strategist at The Leuthold Group. &#34;Until it finds support, no <a href=\"https://laohu8.com/S/AONE.U\">one</a>&#39;s going care about anything fundamental.&#34;</p><p>Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.</p><p>Investors are keenly focused on next week&#39;s Fed meeting for more clarity on the central bank&#39;s plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.</p><p>“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.</p><p>Apple   , Tesla    and Microsoft    are among the large companies due to report next week in a busy week of earnings results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.</p><p>About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.</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>US STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide</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\">\nUS STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-22 05:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Netflix plunges, weighs on Disney, media stocks</p><p>* S&amp;P 500, Nasdaq have biggest weekly drops since March 2020</p><p>* Focus turning to Fed meeting for clarity on policy</p><p>* Indexes down: Dow 1.3%, S&amp;P 1.89%, Nasdaq 2.72%</p><p>Jan 21 (Reuters) - Wall Street&#39;s main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&amp;P 500 and Nasdaq log their  biggest weekly percentage drops since the onset of the pandemic in March 2020.</p><p>The benchmark S&amp;P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.</p><p>Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.</p><p>Netflix    shares tumbled 21.8%, weighing on the S&amp;P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney    fell 6.9%, dragging on the Dow, while Roku    also slid 9.1%.</p><p>&#34;It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. &#34;It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today.&#34;</p><p>The Dow Jones Industrial Average    fell 450.02 points, or 1.3%, to 34,265.37, the S&amp;P 500    lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite    dropped 385.10 points, or 2.72%, to 13,768.92.</p><p>For the week, the S&amp;P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.</p><p>The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.</p><p>The S&amp;P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.</p><p>&#34;When markets get like they&#39;ve gotten this week, the emotion is what takes over,&#34; said Jim Paulsen, chief investment strategist at The Leuthold Group. &#34;Until it finds support, no <a href=\"https://laohu8.com/S/AONE.U\">one</a>&#39;s going care about anything fundamental.&#34;</p><p>Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.</p><p>Investors are keenly focused on next week&#39;s Fed meeting for more clarity on the central bank&#39;s plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.</p><p>“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.</p><p>Apple   , Tesla    and Microsoft    are among the large companies due to report next week in a busy week of earnings results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.</p><p>About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4566":"资本集团",".SPX":"S&P 500 Index","BK4504":"桥水持仓","HUT":"Hut 8 Mining Corp",".DJI":"道琼斯","BK4559":"巴菲特持仓","BK4108":"电影和娱乐","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","NFLX":"奈飞","SPY":"标普500ETF","BK4551":"寇图资本持仓",".IXIC":"NASDAQ Composite","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205302378","content_text":"* Netflix plunges, weighs on Disney, media stocks* S&P 500, Nasdaq have biggest weekly drops since March 2020* Focus turning to Fed meeting for clarity on policy* Indexes down: Dow 1.3%, S&P 1.89%, Nasdaq 2.72%Jan 21 (Reuters) - Wall Street's main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&P 500 and Nasdaq log their  biggest weekly percentage drops since the onset of the pandemic in March 2020.The benchmark S&P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.Netflix    shares tumbled 21.8%, weighing on the S&P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney    fell 6.9%, dragging on the Dow, while Roku    also slid 9.1%.\"It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. \"It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today.\"The Dow Jones Industrial Average    fell 450.02 points, or 1.3%, to 34,265.37, the S&P 500    lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite    dropped 385.10 points, or 2.72%, to 13,768.92.For the week, the S&P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.The S&P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.\"When markets get like they've gotten this week, the emotion is what takes over,\" said Jim Paulsen, chief investment strategist at The Leuthold Group. \"Until it finds support, no one's going care about anything fundamental.\"Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.Investors are keenly focused on next week's Fed meeting for more clarity on the central bank's plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.Apple   , Tesla    and Microsoft    are among the large companies due to report next week in a busy week of earnings results.Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.The S&P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{".SPX":1,"HUT":0.9,".IXIC":0.9,"SPY":1,".DJI":0.9,"NQmain":1,"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013159363,"gmtCreate":1648692901670,"gmtModify":1676534381097,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013159363","repostId":"1105560756","repostType":2,"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092266127,"gmtCreate":1644634641958,"gmtModify":1676533949426,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"👌👌","listText":"👌👌","text":"👌👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092266127","repostId":"1167381325","repostType":4,"repost":{"id":"1167381325","kind":"news","pubTimestamp":1644625609,"share":"https://ttm.financial/m/news/1167381325?lang=en_US&edition=fundamental","pubTime":"2022-02-12 08:26","market":"us","language":"en","title":"US IPO Week Ahead: More micro-caps amid the IPO market’s February lull","url":"https://stock-news.laohu8.com/highlight/detail?id=1167381325","media":"renaissancecap...","summary":"The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the","content":"<html><head></head><body><p>The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.</p><p>Preclinical biotech <b>Ocean Biomedical</b>(OCEA) plans to raise $22 million at a $222 million market cap. The company’s preclinical pipeline includes various humanized mAbs for non-small cell lung cancer and glioblastoma multiforme, a small molecule for the treatment of Idiopathic Pulmonary Fibrosis, a malaria vaccine, and two malaria therapeutics.</p><p>Bedding brand <b>Cariloha</b>(ALOHA) plans to raise $20 million at a $122 million market cap. The company positions itself as an eco-friendly alternative to traditional fabrics, and largely reaches customers through partnerships with cruise lines. Cariloha’s sales fell 30% in 2020 due to the pandemic, though it has since ramped up S&amp;M initiatives in the DTC channel. The company cut its deal size by 33% on Friday.</p><p><img src=\"https://static.tigerbbs.com/03fc45f9eafede36a0eb28d36cd5ab7b\" tg-width=\"1555\" tg-height=\"383\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1619493174116","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>US IPO Week Ahead: More micro-caps amid the IPO market’s February lull</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\">\nUS IPO Week Ahead: More micro-caps amid the IPO market’s February lull\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-12 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/90918/US-IPO-Week-Ahead-More-micro-caps-amid-the-IPO-market%E2%80%99s-February-lull><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.Preclinical ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/90918/US-IPO-Week-Ahead-More-micro-caps-amid-the-IPO-market%E2%80%99s-February-lull\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPO":"Renaissance IPO ETF"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/90918/US-IPO-Week-Ahead-More-micro-caps-amid-the-IPO-market%E2%80%99s-February-lull","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167381325","content_text":"The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.Preclinical biotech Ocean Biomedical(OCEA) plans to raise $22 million at a $222 million market cap. The company’s preclinical pipeline includes various humanized mAbs for non-small cell lung cancer and glioblastoma multiforme, a small molecule for the treatment of Idiopathic Pulmonary Fibrosis, a malaria vaccine, and two malaria therapeutics.Bedding brand Cariloha(ALOHA) plans to raise $20 million at a $122 million market cap. The company positions itself as an eco-friendly alternative to traditional fabrics, and largely reaches customers through partnerships with cruise lines. Cariloha’s sales fell 30% in 2020 due to the pandemic, though it has since ramped up S&M initiatives in the DTC channel. The company cut its deal size by 33% on Friday.","news_type":1,"symbols_score_info":{"IPO":0.9}},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006321763,"gmtCreate":1641610130164,"gmtModify":1676533634651,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006321763","repostId":"1150907621","repostType":4,"repost":{"id":"1150907621","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641607621,"share":"https://ttm.financial/m/news/1150907621?lang=en_US&edition=fundamental","pubTime":"2022-01-08 10:07","market":"us","language":"en","title":"Tesla Semis Could Be Delivered To PepsiCo In Late January","url":"https://stock-news.laohu8.com/highlight/detail?id=1150907621","media":"Benzinga","summary":"Electric vehicle giantTesla Incsurprised investors and customers in 2021 with an announcement that the highly anticipatedTesla Semiwould be delayed. A new report shows Semi deliveries could be just ar","content":"<html><head></head><body><p>Electric vehicle giant <b>Tesla Inc</b> surprised investors and customers in 2021 with an announcement that the highly anticipated <b>Tesla Semi</b> would be delayed. A new report shows Semi deliveries could be just around the corner.</p><p><img src=\"https://static.tigerbbs.com/9e0d630cfe6e37cabddb2883f1e52636\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A <b>Frito-Lay</b> facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.</p><p>The <b>PepsiCo, Inc.</b> facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.</p><p><b>“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”</b>Drive Tesla said.</p><p>PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.</p><p>Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO <b>Elon Musk</b> cited limited battery supply as one of the reasons for the Tesla Semi delay.</p><p>Despite the announced delays, PepsiCo CEO <b>Ramon Laguarta</b> shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.</p><p>“We are getting our first deliveries this Q4,” Laguarta said.</p><p><b>Why It’s Important:</b>The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.</p><p>The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.</p><p>Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.</p><p>Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.</p><p><b>If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.</b></p><p>Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.</p><p>Investors and analysts eagerly await more updates on the Tesla Semi.</p><p><b>TSLA Price Action:</b>Tesla shares closed lower 3.54% at $1,026.96 on Friday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Semis Could Be Delivered To PepsiCo In Late January</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 Semis Could Be Delivered To PepsiCo In Late January\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-08 10:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Electric vehicle giant <b>Tesla Inc</b> surprised investors and customers in 2021 with an announcement that the highly anticipated <b>Tesla Semi</b> would be delayed. A new report shows Semi deliveries could be just around the corner.</p><p><img src=\"https://static.tigerbbs.com/9e0d630cfe6e37cabddb2883f1e52636\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A <b>Frito-Lay</b> facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.</p><p>The <b>PepsiCo, Inc.</b> facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.</p><p><b>“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”</b>Drive Tesla said.</p><p>PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.</p><p>Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO <b>Elon Musk</b> cited limited battery supply as one of the reasons for the Tesla Semi delay.</p><p>Despite the announced delays, PepsiCo CEO <b>Ramon Laguarta</b> shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.</p><p>“We are getting our first deliveries this Q4,” Laguarta said.</p><p><b>Why It’s Important:</b>The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.</p><p>The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.</p><p>Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.</p><p>Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.</p><p><b>If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.</b></p><p>Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.</p><p>Investors and analysts eagerly await more updates on the Tesla Semi.</p><p><b>TSLA Price Action:</b>Tesla shares closed lower 3.54% at $1,026.96 on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150907621","content_text":"Electric vehicle giant Tesla Inc surprised investors and customers in 2021 with an announcement that the highly anticipated Tesla Semi would be delayed. A new report shows Semi deliveries could be just around the corner.What Happened:A Frito-Lay facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.The PepsiCo, Inc. facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”Drive Tesla said.PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO Elon Musk cited limited battery supply as one of the reasons for the Tesla Semi delay.Despite the announced delays, PepsiCo CEO Ramon Laguarta shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.“We are getting our first deliveries this Q4,” Laguarta said.Why It’s Important:The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.Investors and analysts eagerly await more updates on the Tesla Semi.TSLA Price Action:Tesla shares closed lower 3.54% at $1,026.96 on Friday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085865638,"gmtCreate":1650678977437,"gmtModify":1676534775654,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085865638","repostId":"1138289498","repostType":4,"repost":{"id":"1138289498","kind":"news","pubTimestamp":1650674569,"share":"https://ttm.financial/m/news/1138289498?lang=en_US&edition=fundamental","pubTime":"2022-04-23 08:42","market":"us","language":"en","title":"Netflix Crumbles: Is This Bad News For Apple Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138289498","media":"TheStreet","summary":"Netflix stock crumbled due to softening demand for streaming services. Could this be bad news for Ap","content":"<html><head></head><body><p>Netflix stock crumbled due to softening demand for streaming services. Could this be bad news for Apple TV+ and, ultimately, for the Cupertino company’s stock?</p><p>Netflix stock investors have been licking their wounds this Thursday. After the streaming companydelivered disappointing Q1 subscriber metricson earnings day, shares tanked by 40% at one point during the trading session, shedding $60 billion in value along the way.</p><p>Apple stock was unable to dodge broad-based bearishness towards tech names. Shares of the Cupertino company also dipped on April 20, although by a much tamer 0.1%.</p><p>Could Netflix’s earnings developments have a substantial negative impact on Apple’s future financial results and its stock price? The Apple Maven looks at this question from a couple of different angles.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06b9134b816250649d01fb79d950d78c\" tg-width=\"1200\" tg-height=\"700\" width=\"100%\" height=\"auto\"/><span>Figure 1: Netflix Crumbles: Is This Bad News For Apple Stock?</span></p><p><b>Streaming services in the penalty box</b></p><p>The bad news for Apple and all companies that run a video streaming service is that Netflix’s drop in subscriber count in Q1 is probably reflective, in part, of weakness across the industry.</p><p>The Los Gatos company listed several factors that have contributed to it losing 200,000 subscribers in Q1, the first “negative net addition” print in a decade. All of the key reasons offered could reasonably impact all streamers, not only Netflix.</p><p>Of course, there is the COVID-19 and post-pandemic effects. Following several months of confinement at home, which helped to propel demand for video streaming services, consumers now seem ready to step out of the house and spend money in offline experiences.</p><p>But the end of lockdowns does not tell the whole story. In fact, Netflix admitted that the post-COVID headwind narrative masked underlying issues that are now coming to light.</p><p>For instance, Netflix seems to believe that its addressable market of households with broadband connectivity has been slow at adopting on-demand entertainment. The uptake of connected TVs and high data costs were a couple of the challenges listed.</p><p>Also, competition has increased quite a bit in the past couple of years. Every major media company now seems to have at least one streaming service in the market. For example, Disney has Disney+, Hulu and ESPN+, while Paramount Global (<b>PARA</b>) offers Paramount+ and its more obscure service, Pluto TV, only to name a few newcomers.</p><p>Lastly, Netflix mentioned broad geopolitical and macroeconomic issues to justify loss of subscribers. Talks of an upcoming recessionhave surfaced, in part triggered by white-hot inflation, rising interest rates and the conflict in Eastern Europe.</p><p><b>Not all is bad news for Apple</b></p><p>All of the above, if accurate, could be a problem for Apple and its Apple TV+ streaming service. However, I do not believe that AAPL investors should worry too much.</p><p>For starters, Apple TV+ probably represents a very small chunk of the company’s revenues. Apple does not offer data on sales and profits per service, but I estimate Apple TV+ to account for 1% of total revenues, at most.</p><p>This is not to say that Apple TV+ is not an important component of the Cupertino company’s ecosystem. But any softness in demand for streaming services is much more likely to hurt a pure-play company like Netflix rather than a diversified tech giant like Apple.</p><p>But also, there is one important question: how much of Netflix’s recent woes can be attributed to weak demand for the company’s service vs. its competitors’? Netflix has been the undisputed market leader, and increased competition probably hurts it more than the incumbents.</p><p>Apple, in fact, may be taking share away from Netflix. Recently, TV+ made history by being the first streaming service to win the Academy Award for best picture, with CODA. Apple’s streaming offering is likely to be taken more seriously following the award, and its current market share of 5% (up quite a bit over the past two years, see below) could climb further.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f15c2bcebf6b030894e1abe50f631a\" tg-width=\"748\" tg-height=\"439\" width=\"100%\" height=\"auto\"/><span>Figure 2: Streaming market share development</span></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>Netflix Crumbles: Is This Bad News For Apple Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Crumbles: Is This Bad News For Apple Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/netflix-crumbles-is-this-bad-news-for-apple-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix stock crumbled due to softening demand for streaming services. Could this be bad news for Apple TV+ and, ultimately, for the Cupertino company’s stock?Netflix stock investors have been licking...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/netflix-crumbles-is-this-bad-news-for-apple-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/netflix-crumbles-is-this-bad-news-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138289498","content_text":"Netflix stock crumbled due to softening demand for streaming services. Could this be bad news for Apple TV+ and, ultimately, for the Cupertino company’s stock?Netflix stock investors have been licking their wounds this Thursday. After the streaming companydelivered disappointing Q1 subscriber metricson earnings day, shares tanked by 40% at one point during the trading session, shedding $60 billion in value along the way.Apple stock was unable to dodge broad-based bearishness towards tech names. Shares of the Cupertino company also dipped on April 20, although by a much tamer 0.1%.Could Netflix’s earnings developments have a substantial negative impact on Apple’s future financial results and its stock price? The Apple Maven looks at this question from a couple of different angles.Figure 1: Netflix Crumbles: Is This Bad News For Apple Stock?Streaming services in the penalty boxThe bad news for Apple and all companies that run a video streaming service is that Netflix’s drop in subscriber count in Q1 is probably reflective, in part, of weakness across the industry.The Los Gatos company listed several factors that have contributed to it losing 200,000 subscribers in Q1, the first “negative net addition” print in a decade. All of the key reasons offered could reasonably impact all streamers, not only Netflix.Of course, there is the COVID-19 and post-pandemic effects. Following several months of confinement at home, which helped to propel demand for video streaming services, consumers now seem ready to step out of the house and spend money in offline experiences.But the end of lockdowns does not tell the whole story. In fact, Netflix admitted that the post-COVID headwind narrative masked underlying issues that are now coming to light.For instance, Netflix seems to believe that its addressable market of households with broadband connectivity has been slow at adopting on-demand entertainment. The uptake of connected TVs and high data costs were a couple of the challenges listed.Also, competition has increased quite a bit in the past couple of years. Every major media company now seems to have at least one streaming service in the market. For example, Disney has Disney+, Hulu and ESPN+, while Paramount Global (PARA) offers Paramount+ and its more obscure service, Pluto TV, only to name a few newcomers.Lastly, Netflix mentioned broad geopolitical and macroeconomic issues to justify loss of subscribers. Talks of an upcoming recessionhave surfaced, in part triggered by white-hot inflation, rising interest rates and the conflict in Eastern Europe.Not all is bad news for AppleAll of the above, if accurate, could be a problem for Apple and its Apple TV+ streaming service. However, I do not believe that AAPL investors should worry too much.For starters, Apple TV+ probably represents a very small chunk of the company’s revenues. Apple does not offer data on sales and profits per service, but I estimate Apple TV+ to account for 1% of total revenues, at most.This is not to say that Apple TV+ is not an important component of the Cupertino company’s ecosystem. But any softness in demand for streaming services is much more likely to hurt a pure-play company like Netflix rather than a diversified tech giant like Apple.But also, there is one important question: how much of Netflix’s recent woes can be attributed to weak demand for the company’s service vs. its competitors’? Netflix has been the undisputed market leader, and increased competition probably hurts it more than the incumbents.Apple, in fact, may be taking share away from Netflix. Recently, TV+ made history by being the first streaming service to win the Academy Award for best picture, with CODA. Apple’s streaming offering is likely to be taken more seriously following the award, and its current market share of 5% (up quite a bit over the past two years, see below) could climb further.Figure 2: Streaming market share development","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033348849,"gmtCreate":1646198712088,"gmtModify":1676534103199,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"😃😃","listText":"😃😃","text":"😃😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033348849","repostId":"2216014265","repostType":4,"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094996729,"gmtCreate":1645045780576,"gmtModify":1676533989366,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094996729","repostId":"2211661166","repostType":4,"repost":{"id":"2211661166","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1645024558,"share":"https://ttm.financial/m/news/2211661166?lang=en_US&edition=fundamental","pubTime":"2022-02-16 23:15","market":"us","language":"en","title":"SoftBank Mulls $8 bln Margin Loan as Part of Arm IPO - Bloomberg News","url":"https://stock-news.laohu8.com/highlight/detail?id=2211661166","media":"Reuters","summary":"Feb 16 (Reuters) - SoftBank Group Corp    is asking banks vying to be part of a potential listing of","content":"<html><head></head><body><p>Feb 16 (Reuters) - SoftBank Group Corp    is asking banks vying to be part of a potential listing of Arm Ltd to underwrite a margin loan of about $8 billion, Bloomberg News reported on Wednesday, citing people familiar with the matter.</p><p>Earlier this month, SoftBank sought to list Arm after scrapping plans to sell the company to U.S. chipmaker Nvidia Corp    in a deal valued at up to $80 billion.</p><p>Britain&#39;s Arm, which named a new chief executive last week, said it would go public before March 2023 and SoftBank CEO Masayoshi Son indicated that would be in the United States, most likely the Nasdaq.</p><p>The margin loan financing will be linked to Arm&#39;s initial public offering <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> stock and is <a href=\"https://laohu8.com/S/AONE.U\">one</a> option under consideration, according to the report.</p><p>Such loans allow companies to borrow money against the value of securities owned. SoftBank in 2020 revealed plans to borrow up to 500 billion yen ($4.33 billion) from 16 domestic and foreign financial institutions by using almost a third of its stake in telco SoftBank Corp    as collateral.</p><p>For Arm, banks are planning to pitch IPO valuations of more than $50 billion, the report said.</p><p>SoftBank did not immediately respond to a Reuters request for comment.</p><p>The Japanese conglomerate acquired Arm, whose technology powers Apple Inc&#39;s     iPhone and nearly all other smartphones, in 2016 for $32 billion.</p><p>Arm licenses its architecture and technology to customers such as Qualcomm Inc   , Apple and Samsung Electronics Co Ltd    which design chips for devices from mobile phones to computers. ($1 = 115.3900 yen)</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>SoftBank Mulls $8 bln Margin Loan as Part of Arm IPO - Bloomberg News</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\">\nSoftBank Mulls $8 bln Margin Loan as Part of Arm IPO - Bloomberg News\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-16 23:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Feb 16 (Reuters) - SoftBank Group Corp    is asking banks vying to be part of a potential listing of Arm Ltd to underwrite a margin loan of about $8 billion, Bloomberg News reported on Wednesday, citing people familiar with the matter.</p><p>Earlier this month, SoftBank sought to list Arm after scrapping plans to sell the company to U.S. chipmaker Nvidia Corp    in a deal valued at up to $80 billion.</p><p>Britain&#39;s Arm, which named a new chief executive last week, said it would go public before March 2023 and SoftBank CEO Masayoshi Son indicated that would be in the United States, most likely the Nasdaq.</p><p>The margin loan financing will be linked to Arm&#39;s initial public offering <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> stock and is <a href=\"https://laohu8.com/S/AONE.U\">one</a> option under consideration, according to the report.</p><p>Such loans allow companies to borrow money against the value of securities owned. SoftBank in 2020 revealed plans to borrow up to 500 billion yen ($4.33 billion) from 16 domestic and foreign financial institutions by using almost a third of its stake in telco SoftBank Corp    as collateral.</p><p>For Arm, banks are planning to pitch IPO valuations of more than $50 billion, the report said.</p><p>SoftBank did not immediately respond to a Reuters request for comment.</p><p>The Japanese conglomerate acquired Arm, whose technology powers Apple Inc&#39;s     iPhone and nearly all other smartphones, in 2016 for $32 billion.</p><p>Arm licenses its architecture and technology to customers such as Qualcomm Inc   , Apple and Samsung Electronics Co Ltd    which design chips for devices from mobile phones to computers. ($1 = 115.3900 yen)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPO":"Renaissance IPO ETF","SFTBY":"软银集团","NWS":"新闻集团","BK4111":"出版","BK4132":"无线电信业务"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211661166","content_text":"Feb 16 (Reuters) - SoftBank Group Corp    is asking banks vying to be part of a potential listing of Arm Ltd to underwrite a margin loan of about $8 billion, Bloomberg News reported on Wednesday, citing people familiar with the matter.Earlier this month, SoftBank sought to list Arm after scrapping plans to sell the company to U.S. chipmaker Nvidia Corp    in a deal valued at up to $80 billion.Britain's Arm, which named a new chief executive last week, said it would go public before March 2023 and SoftBank CEO Masayoshi Son indicated that would be in the United States, most likely the Nasdaq.The margin loan financing will be linked to Arm's initial public offering $(IPO.UK)$ stock and is one option under consideration, according to the report.Such loans allow companies to borrow money against the value of securities owned. SoftBank in 2020 revealed plans to borrow up to 500 billion yen ($4.33 billion) from 16 domestic and foreign financial institutions by using almost a third of its stake in telco SoftBank Corp    as collateral.For Arm, banks are planning to pitch IPO valuations of more than $50 billion, the report said.SoftBank did not immediately respond to a Reuters request for comment.The Japanese conglomerate acquired Arm, whose technology powers Apple Inc's     iPhone and nearly all other smartphones, in 2016 for $32 billion.Arm licenses its architecture and technology to customers such as Qualcomm Inc   , Apple and Samsung Electronics Co Ltd    which design chips for devices from mobile phones to computers. ($1 = 115.3900 yen)","news_type":1,"symbols_score_info":{"NWS":1,"SFTBY":1,"IPO":1}},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007891104,"gmtCreate":1642817978214,"gmtModify":1676533749940,"author":{"id":"4091244300202810","authorId":"4091244300202810","name":"大赢家 BIG WINNER","avatar":"https://static.tigerbbs.com/59a385c79fcea7906bfceb7d654366cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091244300202810","idStr":"4091244300202810"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007891104","repostId":"2205441860","repostType":4,"repost":{"id":"2205441860","kind":"highlight","pubTimestamp":1642808308,"share":"https://ttm.financial/m/news/2205441860?lang=en_US&edition=fundamental","pubTime":"2022-01-22 07:38","market":"us","language":"en","title":"Why I Sold These 3 High-Growth Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2205441860","media":"Motley Fool","summary":"I recently sold my shares of Snap, Palantir, and Bumble. Let's explore the reasons I pulled the trigger on the sales.","content":"<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Sold These 3 High-Growth Tech Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Sold These 3 High-Growth Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4515":"5G概念","BK4559":"巴菲特持仓","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4551":"寇图资本持仓","AAPL":"苹果","BK4023":"应用软件","BK4508":"社交媒体","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","MTCH":"Match Group, Inc.","BK4543":"AI","BK4501":"段永平概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","SNAP":"Snap Inc","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","PLTR":"Palantir Technologies Inc.","BK4566":"资本集团","BK4547":"WSB热门概念","BMBL":"Bumble Inc.","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205441860","content_text":"Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in Snap (NYSE:SNAP) and Palantir (NYSE:PLTR), but I took a net loss on Bumble (NASDAQ:BMBL).Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.Image source: Getty Images.1. SnapSnap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.But over the past year, several red flags appeared. It vastly underestimated the impact of Apple's privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine ByteDance's TikTok with Spotlight's short videos.Snap's third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn't achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn't withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple's iOS changes.Over the past three months, Snap's insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won't end anytime soon.Snap might seem reasonably valued now at 10 times next year's sales, especially if it meets analysts' estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.2. PalantirPalantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.But Palantir also has some glaring problems. It's deeply unprofitable but still trades at 15 times next year's sales, which leaves it highly exposed to rising inflation and higher interest rates. It's also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as Alteryx or Splunk, instead of its Foundry platform.Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.3. BumbleAfter defending Bumble for nearly a year, I finally realized that the online dating company's weaknesses outweighed its strengths. The growth of Bumble's namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.Last quarter, Bumble's total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, Match Group's (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.Bumble also remains unprofitable, and it's shouldering more than twice as much debt as its total cash and equivalents. At the same time, it's pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.Those plans probably won't widen Bumble's moat against Match's portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.Bumble expects its revenue to grow 31% to 32% this fiscal year, but that's only a bit faster than Match's projected revenue growth rate of 25%. Bumble's stock might seem reasonably valued at six times next year's sales, but it probably won't command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.","news_type":1,"symbols_score_info":{"MTCH":1,"BMBL":1,"PLTR":1,"SNAP":1,"AAPL":0.69}},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}