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2025-04-06

$NVIDIA(NVDA)$ Dont liquidate. Nividia was at USD 124 a few mths ago before it is now below USD 100. At the height of financial crisis, Citibank was only $7. My point is crisis will drive prices down deeper even for good stocks like Nvidia and the Mag 7. There is a silver lining in all this. Time in the market is the right investment strategy.

2025-04-06

Stay invested. Cheaper to buy now. I have auto invested in it & the othermag 7 so as to avoid timing the market.

Is Nvidia’s Bubble Bursting? The Stock Is Cheap — If You Can Stomach This One Risk

2025-03-09

Traders & voters who support Trump deserve what & who they voted for. Trump was very clear in his campaign on what he is pledging to do from big oil to crypto and correcting systemic trade imbalances via tarrifing every trading partner of US. Such policies are essentially inflationary & markets will react badly to them. You canot have a normal market cycle when so many shocks are injected into the financial markets.[Spurting]

Traders Who Bought Trump’s "Pro Growth" Plan Now Pay for It

2025-02-24

$Palantir Technologies Inc.(PLTR)$ buying opportunity. Dont be distracted by headline noises. Long term value is strong.

2025-03-26

Going for fundamental analysis is a good metric to consider before buying any stock, and not just Nvidia.

Nvidia Stock Looks Cheap Right Now, but Here's 1 Reason It Could Actually Be Expensive

2025-03-23

If the stock market is a person, I would say you are very human like me. But it would be better if Mr Stock Market will use more rationality & less emotions in your prices.

2025-04-05

America's propensity for self destruction is unbeliever.🤯

Apple Has No Place to Hide. Tariffs on China Are Just 1 Problem

2025-04-05

A few drops in the ocean.

Billionaires Poised to Lose Near Half-Trillion Dollars in 2 Days

2025-03-23

Buy Nvidia. It is cheap.

1 Trillion Reasons to Buy Nvidia's Stock Right Now

2025-03-18

Yes, I will also bet on Intel regaining some of its market share. But the AI race favors the fast & nimble. While its share price is one of the cheapest for tech stocks, much wld depend on whether the new intel can become a reality. I will consider buying up some more Intel because of the potential

INTC Stock Forecast: Can Lip-Bu Tan Create the "New Intel" That Pat Gelsinger Couldn’t?

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New Fed chief will take the position &amp; maybe bring fwd a rate cut to please Trump. Powell is speaking economics truth.&nbsp;","listText":"Nothing much, a little market jitter. New Fed chief will take the position &amp; maybe bring fwd a rate cut to please Trump. Powell is speaking economics truth.&nbsp;","text":"Nothing much, a little market jitter. New Fed chief will take the position & maybe bring fwd a rate cut to please Trump. Powell is speaking economics truth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/425804941091008","isVote":1,"tweetType":1,"viewCount":2577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421855487119536,"gmtCreate":1744012580873,"gmtModify":1744013064410,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"Bank stocks are hit very hard by Trump tariffs. A recession could be on the horizon if there is no intervention by ECB &amp; BOJ.&nbsp;","listText":"Bank stocks are hit very hard by Trump tariffs. A recession could be on the horizon if there is no intervention by ECB &amp; BOJ.&nbsp;","text":"Bank stocks are hit very hard by Trump tariffs. A recession could be on the horizon if there is no intervention by ECB & BOJ.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421855487119536","repostId":"2525706182","repostType":2,"repost":{"id":"2525706182","kind":"live","pubTimestamp":1744009890,"share":"https://ttm.financial/m/news/2525706182?lang=en_US&edition=fundamental","pubTime":"2025-04-07 15:11","market":"us","language":"en","title":"European Bank Shares on Course for Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2525706182","media":"THOMSON REUTERS","summary":"An index of European banking <.SX7P shares fell 4.8% on Monday, falling more than 20% from recent cl","content":"<html><head></head><body><p>An index of European banking &lt;.SX7P shares fell 4.8% on Monday, falling more than 20% from recent closing high and leaving it on course to confirm it is in a bear market.</p><p>The decline extended into a third day as U.S. President Donald Trump&#39;s sweeping tariffs ignited fears of an all-out trade war and a global economic recession.</p><p>Together with the losses over the past two trading days, the index had fallen by more than 18% on Monday.</p><p>Germany&#39;s Commerzbank, Deutsche Bank, France&#39;s Credit Agricole, Societe Generale, BNP Paribas were all down between 9% and 10%.</p><p>Britain&#39;s Barclays was down 9%, HSBC dropped around 5%.</p><p>Banking stocks elsewhere also tanked, with an index of Japanese bank stocks plunging as much as 17%.</p></body></html>","source":"reuters_en_live","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>European Bank Shares on Course for Bear Market</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\">\nEuropean Bank Shares on Course for Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-07 15:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250407:nFWN3QL0C1:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>An index of European banking <.SX7P shares fell 4.8% on Monday, falling more than 20% from recent closing high and leaving it on course to confirm it is in a bear market.The decline extended into a ...</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250407:nFWN3QL0C1:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250407:nFWN3QL0C1:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2525706182","content_text":"An index of European banking <.SX7P shares fell 4.8% on Monday, falling more than 20% from recent closing high and leaving it on course to confirm it is in a bear market.The decline extended into a third day as U.S. President Donald Trump's sweeping tariffs ignited fears of an all-out trade war and a global economic recession.Together with the losses over the past two trading days, the index had fallen by more than 18% on Monday.Germany's Commerzbank, Deutsche Bank, France's Credit Agricole, Societe Generale, BNP Paribas were all down between 9% and 10%.Britain's Barclays was down 9%, HSBC dropped around 5%.Banking stocks elsewhere also tanked, with an index of Japanese bank stocks plunging as much as 17%.","news_type":1,"symbols_score_info":{".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":2192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421858090094632,"gmtCreate":1744002460951,"gmtModify":1744002465595,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"From hindsight, every expert opinion is 20/20. I can say the same when comparing apples with oranges. Each crisis is different. Dont think thr dot com bubble shd be compared wuth the present.&nbsp;","listText":"From hindsight, every expert opinion is 20/20. I can say the same when comparing apples with oranges. Each crisis is different. Dont think thr dot com bubble shd be compared wuth the present.&nbsp;","text":"From hindsight, every expert opinion is 20/20. I can say the same when comparing apples with oranges. Each crisis is different. Dont think thr dot com bubble shd be compared wuth the present.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421858090094632","repostId":"2525616797","repostType":2,"repost":{"id":"2525616797","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":1743998501,"share":"https://ttm.financial/m/news/2525616797?lang=en_US&edition=fundamental","pubTime":"2025-04-07 12:01","market":"fut","language":"en","title":"Should You Buy the Dip in Tech? Veterans of the Dot-Com Era Share 5 Ways to Find Winners","url":"https://stock-news.laohu8.com/highlight/detail?id=2525616797","media":"Dow Jones","summary":"Veterans of the dot-com era share 5 ways to find winners.Rob Arnott and other market pros offer their best tips for finding quality names while the stock market is in red. The technology sector is bleeding red. The \"Magnificent Seven\" collectively lost $1.55 trillion in market capitalization this week - their largest weekly market-cap decline on record. The rest of the U.S. stock market was right there with them, with $5.6 trillion in value wiped this week.Rob Arnott, the chairman of Research Affiliates, is having flashbacks as he recalls Microsoft Corp.'s  turn for the worst in 2000. The software provider was a tech darling during the dot-com era, but its pivot lower dragged down the rest of tech. It took 14 years for the stock to recover.While a good investing strategy uses qualitative and quantitative approaches, below are some simple but favored back-of-the-envelope valuations for bagging quality te","content":"<html><head></head><body><p>Rob Arnott and other market pros offer their best tips for finding quality names while the stock market is in red.</p><p>The technology sector is bleeding red. The &#34;Magnificent Seven&#34; collectively lost $1.55 trillion in market capitalization last week - their largest weekly market-cap decline on record. The rest of the U.S. stock market was right there with them, with $5.6 trillion in value wiped this week.</p><p>Rob Arnott, the chairman of Research Affiliates, is having flashbacks as he recalls Microsoft Corp.&#39;s turn for the worst in 2000. The software provider was a tech darling during the dot-com era, but its pivot lower dragged down the rest of tech. It took 14 years for the stock to recover.</p><p>Those who lived through the dot-com bust are recounting it now as things begin to look really grim. Nvidia Corp. largely led the stock market&#39;s gains throughout 2024 as investors cheered the potential of artificial intelligence. But the stock has since fallen by over 36% since hitting its closing high in January.</p><p>Whether the two eras can be stacked against each other depends on whom you ask.</p><p>Ken Mahoney, who was executing client trades in 1999, says times are different. Back in the dot-com era, companies that weren&#39;t ready for prime time were tagging &#34;.com&#34; onto their names and going public. Meanwhile, investment bankers were throwing stuff at the wall to see what stuck, and clients who were traditionally buyers of certificates of deposit were cashing out to bet on tech.</p><p>&#34;Speculation fever was crazy,&#34; Mahoney said. &#34;I&#39;d have clients call me and say, &#39;My son told me to buy Yoo-hoo&#39;. I was like, &#39;What are you talking about? You mean Yahoo?&#34;</p><p>Despite the doomsday feeling, today&#39;s Big Tech money is mainly in blue-chip stocks with rich fundamentals. The issue, however, is that prior to tech&#39;s recent downturn, too much excitement had been priced into the Magnificent Seven, and things began to look really frothy last year.</p><p>For those with a high risk tolerance who don&#39;t think we&#39;re at the start of a catastrophe, it may be tempting to buy the current dip now that stocks look cheaper. But investors shouldn&#39;t do so indiscriminately.</p><p>Below are a few tips from market pros on how to value tech stocks. However, this should be prefaced with one big caveat, which is that the current macroeconomic environment can trump (no pun intended) any fundamentals that have traditionally been used to value stocks. In other words, proceed at your own risk.</p><h3 id=\"id_3408477495\">Strategies for finding tech winners</h3><p>While a good investing strategy uses qualitative and quantitative approaches, below are some simple but favored back-of-the-envelope valuations for bagging quality tech stocks.</p><p>Mahoney likes to focus on forward price-to-earnings multiples - with an eye for tickers that are compressing into lower multiples due to, say, headline risks like trade wars, while earnings are still rising. In other words, the company&#39;s fundamentals are still strong even if sentiment is negative.</p><p>Arnott noted that any single measure will have a peculiarity. But if he had to pick one, he&#39;d go with price-to-sales ratio to find companies with large sales and skinny profit margins. It sounds counterintuitive, but Arnott&#39;s rule of thumb is that disrupters get disrupted. And those with wide profit margins are more likely to attract competition.</p><p>Mark Malek, chief investment officer at Siebert Financial, says if you&#39;re going for tech, it&#39;s all about growth because that&#39;s where everyone looks. That said, even if a stock has rich growth in earnings per share, the rate at which it&#39;s growing must be accelerating rather than stagnating or decelerating. Some tech companies can still be solid, but if they had a big pop in earnings, the growth rate from that high point is hard to maintain and the market will discount that negatively, he noted.</p><p>Julie Biel got to Wall Street shortly after the bust in 2004. Today, she&#39;s a portfolio manager at Kayne Anderson Rudnick, a firm with $65 billion in assets under management, running small-cap and midcap growth strategy with high tech exposure. This corner of the market, particularly software stocks, can be more challenging to value because their accounting practices can differ.</p><p>One way Biel evens out the playing field between peers is by focusing on their free-cash-flow yields. The metric can be used like a P/E multiple by taking the stock price and dividing it by the free cash flow per share to compare it against other companies.</p><p>&#34;The reason why we do it with free cash flow is because it&#39;s harder to monkey around with your cash-flow statement, because cash is settled,&#34; Biel said.</p><p>One caveat is it doesn&#39;t include stock compensation, which can be a problem since software companies tend to heavily rely on that tactic in a way that&#39;s dilutive. Biel subtracts compensation as a workaround.</p><p>Fundamentalists aren&#39;t the only players in the market. Jay Woods, chief global strategist at Freedom Capital Markets, turns to price action to find the best in class. He looks at relative strength between stocks and sectors to find the outperformers on a relative percentage basis. The positive momentum could reveal pockets of strength and companies with a high probability of continued gains.</p><p>&#34;There&#39;s always a story behind why things are underperforming or outperforming, but price tells me the story first,&#34; said Woods. &#34;Then I look for the underlying reasons, and put that narrative to my story.&#34;</p><p>For example, the cybersecurity sector has outperformed wider tech, and it&#39;s especially trounced the hardware sector. Sector ETFs like the Amplify Cybersecurity ETF HACK and Global X Cybersecurity ETF have significantly outperformed the S&amp;P 500&#39;s tech names and Nvidia - an indication that cybersecurity could be benefiting from geopolitical tensions and a ramp-up in defense, while hardware stocks get hit by economic slowdown, tariff and protectionism fears.</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>Should You Buy the Dip in Tech? Veterans of the Dot-Com Era Share 5 Ways to Find Winners</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\">\nShould You Buy the Dip in Tech? Veterans of the Dot-Com Era Share 5 Ways to Find Winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-07 12:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Rob Arnott and other market pros offer their best tips for finding quality names while the stock market is in red.</p><p>The technology sector is bleeding red. The &#34;Magnificent Seven&#34; collectively lost $1.55 trillion in market capitalization last week - their largest weekly market-cap decline on record. The rest of the U.S. stock market was right there with them, with $5.6 trillion in value wiped this week.</p><p>Rob Arnott, the chairman of Research Affiliates, is having flashbacks as he recalls Microsoft Corp.&#39;s turn for the worst in 2000. The software provider was a tech darling during the dot-com era, but its pivot lower dragged down the rest of tech. It took 14 years for the stock to recover.</p><p>Those who lived through the dot-com bust are recounting it now as things begin to look really grim. Nvidia Corp. largely led the stock market&#39;s gains throughout 2024 as investors cheered the potential of artificial intelligence. But the stock has since fallen by over 36% since hitting its closing high in January.</p><p>Whether the two eras can be stacked against each other depends on whom you ask.</p><p>Ken Mahoney, who was executing client trades in 1999, says times are different. Back in the dot-com era, companies that weren&#39;t ready for prime time were tagging &#34;.com&#34; onto their names and going public. Meanwhile, investment bankers were throwing stuff at the wall to see what stuck, and clients who were traditionally buyers of certificates of deposit were cashing out to bet on tech.</p><p>&#34;Speculation fever was crazy,&#34; Mahoney said. &#34;I&#39;d have clients call me and say, &#39;My son told me to buy Yoo-hoo&#39;. I was like, &#39;What are you talking about? You mean Yahoo?&#34;</p><p>Despite the doomsday feeling, today&#39;s Big Tech money is mainly in blue-chip stocks with rich fundamentals. The issue, however, is that prior to tech&#39;s recent downturn, too much excitement had been priced into the Magnificent Seven, and things began to look really frothy last year.</p><p>For those with a high risk tolerance who don&#39;t think we&#39;re at the start of a catastrophe, it may be tempting to buy the current dip now that stocks look cheaper. But investors shouldn&#39;t do so indiscriminately.</p><p>Below are a few tips from market pros on how to value tech stocks. However, this should be prefaced with one big caveat, which is that the current macroeconomic environment can trump (no pun intended) any fundamentals that have traditionally been used to value stocks. In other words, proceed at your own risk.</p><h3 id=\"id_3408477495\">Strategies for finding tech winners</h3><p>While a good investing strategy uses qualitative and quantitative approaches, below are some simple but favored back-of-the-envelope valuations for bagging quality tech stocks.</p><p>Mahoney likes to focus on forward price-to-earnings multiples - with an eye for tickers that are compressing into lower multiples due to, say, headline risks like trade wars, while earnings are still rising. In other words, the company&#39;s fundamentals are still strong even if sentiment is negative.</p><p>Arnott noted that any single measure will have a peculiarity. But if he had to pick one, he&#39;d go with price-to-sales ratio to find companies with large sales and skinny profit margins. It sounds counterintuitive, but Arnott&#39;s rule of thumb is that disrupters get disrupted. And those with wide profit margins are more likely to attract competition.</p><p>Mark Malek, chief investment officer at Siebert Financial, says if you&#39;re going for tech, it&#39;s all about growth because that&#39;s where everyone looks. That said, even if a stock has rich growth in earnings per share, the rate at which it&#39;s growing must be accelerating rather than stagnating or decelerating. Some tech companies can still be solid, but if they had a big pop in earnings, the growth rate from that high point is hard to maintain and the market will discount that negatively, he noted.</p><p>Julie Biel got to Wall Street shortly after the bust in 2004. Today, she&#39;s a portfolio manager at Kayne Anderson Rudnick, a firm with $65 billion in assets under management, running small-cap and midcap growth strategy with high tech exposure. This corner of the market, particularly software stocks, can be more challenging to value because their accounting practices can differ.</p><p>One way Biel evens out the playing field between peers is by focusing on their free-cash-flow yields. The metric can be used like a P/E multiple by taking the stock price and dividing it by the free cash flow per share to compare it against other companies.</p><p>&#34;The reason why we do it with free cash flow is because it&#39;s harder to monkey around with your cash-flow statement, because cash is settled,&#34; Biel said.</p><p>One caveat is it doesn&#39;t include stock compensation, which can be a problem since software companies tend to heavily rely on that tactic in a way that&#39;s dilutive. Biel subtracts compensation as a workaround.</p><p>Fundamentalists aren&#39;t the only players in the market. Jay Woods, chief global strategist at Freedom Capital Markets, turns to price action to find the best in class. He looks at relative strength between stocks and sectors to find the outperformers on a relative percentage basis. The positive momentum could reveal pockets of strength and companies with a high probability of continued gains.</p><p>&#34;There&#39;s always a story behind why things are underperforming or outperforming, but price tells me the story first,&#34; said Woods. &#34;Then I look for the underlying reasons, and put that narrative to my story.&#34;</p><p>For example, the cybersecurity sector has outperformed wider tech, and it&#39;s especially trounced the hardware sector. Sector ETFs like the Amplify Cybersecurity ETF HACK and Global X Cybersecurity ETF have significantly outperformed the S&amp;P 500&#39;s tech names and Nvidia - an indication that cybersecurity could be benefiting from geopolitical tensions and a ramp-up in defense, while hardware stocks get hit by economic slowdown, tariff and protectionism fears.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVD2.UK":"2X NVIDIA ETP","2NVD.UK":"2X NVIDIA ETP","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","NVIW.SI":"NVDA 3xLongSG261006","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","HACK":"网络安全ETF-PureFunds","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","META":"Meta Platforms, Inc.","BK4608":"AI应用概念股","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","GOOG":"谷歌","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","AAPL":"苹果","NVDU":"2倍做多NVDA ETF-Direxion","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","NVDA":"英伟达","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","TSLA":"特斯拉","BK4543":"AI","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","AMZN":"亚马逊","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","NVDD":"1倍做空NVDA ETF-Direxion","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","MSFT":"微软","3NVD.UK":"LS 3X NVIDIA","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","NVD3.UK":"LS 3X NVIDIA","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2525616797","content_text":"Rob Arnott and other market pros offer their best tips for finding quality names while the stock market is in red.The technology sector is bleeding red. The \"Magnificent Seven\" collectively lost $1.55 trillion in market capitalization last week - their largest weekly market-cap decline on record. The rest of the U.S. stock market was right there with them, with $5.6 trillion in value wiped this week.Rob Arnott, the chairman of Research Affiliates, is having flashbacks as he recalls Microsoft Corp.'s turn for the worst in 2000. The software provider was a tech darling during the dot-com era, but its pivot lower dragged down the rest of tech. It took 14 years for the stock to recover.Those who lived through the dot-com bust are recounting it now as things begin to look really grim. Nvidia Corp. largely led the stock market's gains throughout 2024 as investors cheered the potential of artificial intelligence. But the stock has since fallen by over 36% since hitting its closing high in January.Whether the two eras can be stacked against each other depends on whom you ask.Ken Mahoney, who was executing client trades in 1999, says times are different. Back in the dot-com era, companies that weren't ready for prime time were tagging \".com\" onto their names and going public. Meanwhile, investment bankers were throwing stuff at the wall to see what stuck, and clients who were traditionally buyers of certificates of deposit were cashing out to bet on tech.\"Speculation fever was crazy,\" Mahoney said. \"I'd have clients call me and say, 'My son told me to buy Yoo-hoo'. I was like, 'What are you talking about? You mean Yahoo?\"Despite the doomsday feeling, today's Big Tech money is mainly in blue-chip stocks with rich fundamentals. The issue, however, is that prior to tech's recent downturn, too much excitement had been priced into the Magnificent Seven, and things began to look really frothy last year.For those with a high risk tolerance who don't think we're at the start of a catastrophe, it may be tempting to buy the current dip now that stocks look cheaper. But investors shouldn't do so indiscriminately.Below are a few tips from market pros on how to value tech stocks. However, this should be prefaced with one big caveat, which is that the current macroeconomic environment can trump (no pun intended) any fundamentals that have traditionally been used to value stocks. In other words, proceed at your own risk.Strategies for finding tech winnersWhile a good investing strategy uses qualitative and quantitative approaches, below are some simple but favored back-of-the-envelope valuations for bagging quality tech stocks.Mahoney likes to focus on forward price-to-earnings multiples - with an eye for tickers that are compressing into lower multiples due to, say, headline risks like trade wars, while earnings are still rising. In other words, the company's fundamentals are still strong even if sentiment is negative.Arnott noted that any single measure will have a peculiarity. But if he had to pick one, he'd go with price-to-sales ratio to find companies with large sales and skinny profit margins. It sounds counterintuitive, but Arnott's rule of thumb is that disrupters get disrupted. And those with wide profit margins are more likely to attract competition.Mark Malek, chief investment officer at Siebert Financial, says if you're going for tech, it's all about growth because that's where everyone looks. That said, even if a stock has rich growth in earnings per share, the rate at which it's growing must be accelerating rather than stagnating or decelerating. Some tech companies can still be solid, but if they had a big pop in earnings, the growth rate from that high point is hard to maintain and the market will discount that negatively, he noted.Julie Biel got to Wall Street shortly after the bust in 2004. Today, she's a portfolio manager at Kayne Anderson Rudnick, a firm with $65 billion in assets under management, running small-cap and midcap growth strategy with high tech exposure. This corner of the market, particularly software stocks, can be more challenging to value because their accounting practices can differ.One way Biel evens out the playing field between peers is by focusing on their free-cash-flow yields. The metric can be used like a P/E multiple by taking the stock price and dividing it by the free cash flow per share to compare it against other companies.\"The reason why we do it with free cash flow is because it's harder to monkey around with your cash-flow statement, because cash is settled,\" Biel said.One caveat is it doesn't include stock compensation, which can be a problem since software companies tend to heavily rely on that tactic in a way that's dilutive. Biel subtracts compensation as a workaround.Fundamentalists aren't the only players in the market. Jay Woods, chief global strategist at Freedom Capital Markets, turns to price action to find the best in class. He looks at relative strength between stocks and sectors to find the outperformers on a relative percentage basis. The positive momentum could reveal pockets of strength and companies with a high probability of continued gains.\"There's always a story behind why things are underperforming or outperforming, but price tells me the story first,\" said Woods. \"Then I look for the underlying reasons, and put that narrative to my story.\"For example, the cybersecurity sector has outperformed wider tech, and it's especially trounced the hardware sector. Sector ETFs like the Amplify Cybersecurity ETF HACK and Global X Cybersecurity ETF have significantly outperformed the S&P 500's tech names and Nvidia - an indication that cybersecurity could be benefiting from geopolitical tensions and a ramp-up in defense, while hardware stocks get hit by economic slowdown, tariff and protectionism fears.","news_type":1,"symbols_score_info":{"NVDD":0.6,"AMZN":1.1,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDY":0.6,"GOOG":1.1,"NVDA":0.9,"TSLA":1.1,"NVDS":0.6,"HACK":0.9,"META":1.1,"SNVD.UK":0.6,"MSFT":1.1,"NVIW.SI":0.6,"AAPL":1.1,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":2650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421561264934960,"gmtCreate":1743925001414,"gmtModify":1743925004836,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> Dont liquidate. Nividia was at USD 124 a few mths ago before it is now below USD 100. At the height of financial crisis, Citibank was only $7. My point is crisis will drive prices down deeper even for good stocks like Nvidia and the Mag 7. There is a silver lining in all this. Time in the market is the right investment strategy.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> Dont liquidate. Nividia was at USD 124 a few mths ago before it is now below USD 100. At the height of financial crisis, Citibank was only $7. My point is crisis will drive prices down deeper even for good stocks like Nvidia and the Mag 7. There is a silver lining in all this. Time in the market is the right investment strategy.&nbsp;","text":"$NVIDIA(NVDA)$ Dont liquidate. Nividia was at USD 124 a few mths ago before it is now below USD 100. At the height of financial crisis, Citibank was only $7. My point is crisis will drive prices down deeper even for good stocks like Nvidia and the Mag 7. There is a silver lining in all this. Time in the market is the right investment strategy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":82,"commentSize":0,"repostSize":450,"link":"https://ttm.financial/post/421561264934960","isVote":1,"tweetType":1,"viewCount":17394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421433644224600,"gmtCreate":1743919877844,"gmtModify":1743919881546,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"Stay invested. Cheaper to buy now. I have auto invested in it &amp; the othermag 7 so as to avoid timing the market.&nbsp;","listText":"Stay invested. Cheaper to buy now. I have auto invested in it &amp; the othermag 7 so as to avoid timing the market.&nbsp;","text":"Stay invested. Cheaper to buy now. I have auto invested in it & the othermag 7 so as to avoid timing the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/421433644224600","repostId":"2524821047","repostType":2,"repost":{"id":"2524821047","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":1743904800,"share":"https://ttm.financial/m/news/2524821047?lang=en_US&edition=fundamental","pubTime":"2025-04-06 10:00","market":"us","language":"en","title":"Is Nvidia’s Bubble Bursting? The Stock Is Cheap — If You Can Stomach This One Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2524821047","media":"Dow Jones","summary":"Nvidia’s fundamentals look good even as the stock gets pounded, but investors who want to maintain exposure need to watch its Big Tech customers’ spending trendsNvidia’s stock is taking a hit from tar","content":"<html><head></head><body><p>Nvidia’s fundamentals look good even as the stock gets pounded, but investors who want to maintain exposure need to watch its Big Tech customers’ spending trends</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12587741e1591d863f54c8139fb46d4d\" alt=\"Nvidia’s stock is taking a hit from tariff fears.\" title=\"Nvidia’s stock is taking a hit from tariff fears.\" tg-width=\"921\" tg-height=\"609\"/><span>Nvidia’s stock is taking a hit from tariff fears.</span></p><p>Nvidia Corp.’s stock continues to get slammed, with a 14% weekly decline putting it on pace for its worst such drop since January. That was when DeepSeek made investors question whether massive spending on artificial intelligence was sustainable.</p><p style=\"text-align: start;\">The onetime stock-market darling hasn’t been able to catch a break at all this year, and it’s down 35.9% from its peak close, achieved in early January. The selling escalated this week as the sweeping tariffs announced by President Donald Trump on Wednesday sparked renewed fears of a global economic slowdown, leading investors to continue to dump risky tech stocks.</p><p>The group of megacap tech stocks known as the Magnificent Seven collectively lost $1.03 trillion in market capitalization on Thursday in what was the largest one-day market-cap decline on record for the grouping, according to Dow Jones Market Data.</p><p style=\"text-align: start;\">Investors who traded through the dot-com bust are having flashbacks, and the hype around Nvidia has some questioning whether the chip maker is just another Cisco Systems Inc.</p><h3 id=\"id_1863875813\" style=\"text-align: start;\">Is Nvidia the next Cisco?</h3><p style=\"text-align: start;\">As the main hardware provider for the AI boom, Nvidia is often compared to Cisco, the internet’s hardware provider. Both companies experienced tremendous growth. Cisco’s stock ran up by over 3,750% before plunging, and two decades later, it hasn’t recovered. Some fear Nvidia’s fate could be similar, but the chip giant’s fundamentals appear to be on a more solid footing.</p><p style=\"text-align: start;\">Below are two charts from Research Affiliates. The first chart shows Nvidia’s price being driven by a high price-to-earnings multiple (in blue), which peaked at 194.6, while growth in earnings per share (in yellow) was still negative. Simply put, investors were willing to pay a hefty price of about $195 for every $1 the company earned, as they expected revenue to pick up. Those expectations eventually paid off as revenue soared and earnings began to drive a larger percentage of the share price, compressing the P/E ratio.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4555d1a5b5aad84d4e10103cc3b828e0\" alt=\"Photo: Research Affiliates\" title=\"Photo: Research Affiliates\" tg-width=\"1046\" tg-height=\"611\"/><span>Photo: Research Affiliates</span></p><p>In contrast, the chart below shows how Cisco’s price was dominantly driven by a high P/E ratio rather than by earnings per share, even as EPS rose.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9a883e940120207c415473ff0c9c07d\" alt=\"Photo: Research Affiliates\" title=\"Photo: Research Affiliates\" tg-width=\"1047\" tg-height=\"725\"/><span>Photo: Research Affiliates</span></p><p>The same dynamic is true for the remainder of Big Tech, with the top 10 stocks accounting for 28.8% of total market earnings by the end of 2024. In 2000, the top names only made up 16.1% of total earnings, according to Research Affiliates. In other words, the devil is in the details — or in this case, the data.</p><p>Nvidia is expected to continue its positive trend, with sales estimated to grow by 57% into January 2026, according to FactSet. Its forward P/E estimate for January 2026 is expected to compress to 22, while EPS is projected to rise to $4.53 from $2.94 a year earlier, according to FactSet. Morningstar’s fair-value estimate for the stock, which takes into account fundamentals, uncertainty and quantitative factors, is set at $130, which means the stock is cheap on a price basis. It’s trading near $96 on Friday.</p><p style=\"text-align: start;\">But the outlook could change if revenues get hit. The maker of graphics processing units must navigate an environment with deep uncertainties. Investors are on standby for further clarity on tariffs for chip makers and on countertariffs that other countries may impose. The Trump administration excluded chips from its latest round of tariffs as it works on specific policies and tariffs for the sector, but semiconductors are still a part of finished goods like personal computers and servers that are subject to tariffs already in place.</p><p style=\"text-align: start;\">The company’s reliance on big spending from data centers will be in question once there’s further clarity. Big tech companies expanding their AI capabilities have fixed capital expenditures for infrastructure and may cut that spending back to the amount equal to the cost of tariffs, said Gil Luria, head of technology research at D.A. Davidson.</p><p style=\"text-align: start;\">Luria added that the large spending budgets put out by Microsoft Corp., Meta Platforms Inc., Alphabet Inc. and Amazon.com Inc. were done ahead of demand and at a time when business was booming. That level of spending may not be matched in a weaker economy.</p><p style=\"text-align: start;\">Investors with exposure to Nvidia will need to pay attention in the next round of earnings calls to see if the company’s customers plan to cut back on their data-center buildouts.</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>Is Nvidia’s Bubble Bursting? The Stock Is Cheap — If You Can Stomach This One Risk</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\">\nIs Nvidia’s Bubble Bursting? The Stock Is Cheap — If You Can Stomach This One Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-06 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia’s fundamentals look good even as the stock gets pounded, but investors who want to maintain exposure need to watch its Big Tech customers’ spending trends</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12587741e1591d863f54c8139fb46d4d\" alt=\"Nvidia’s stock is taking a hit from tariff fears.\" title=\"Nvidia’s stock is taking a hit from tariff fears.\" tg-width=\"921\" tg-height=\"609\"/><span>Nvidia’s stock is taking a hit from tariff fears.</span></p><p>Nvidia Corp.’s stock continues to get slammed, with a 14% weekly decline putting it on pace for its worst such drop since January. That was when DeepSeek made investors question whether massive spending on artificial intelligence was sustainable.</p><p style=\"text-align: start;\">The onetime stock-market darling hasn’t been able to catch a break at all this year, and it’s down 35.9% from its peak close, achieved in early January. The selling escalated this week as the sweeping tariffs announced by President Donald Trump on Wednesday sparked renewed fears of a global economic slowdown, leading investors to continue to dump risky tech stocks.</p><p>The group of megacap tech stocks known as the Magnificent Seven collectively lost $1.03 trillion in market capitalization on Thursday in what was the largest one-day market-cap decline on record for the grouping, according to Dow Jones Market Data.</p><p style=\"text-align: start;\">Investors who traded through the dot-com bust are having flashbacks, and the hype around Nvidia has some questioning whether the chip maker is just another Cisco Systems Inc.</p><h3 id=\"id_1863875813\" style=\"text-align: start;\">Is Nvidia the next Cisco?</h3><p style=\"text-align: start;\">As the main hardware provider for the AI boom, Nvidia is often compared to Cisco, the internet’s hardware provider. Both companies experienced tremendous growth. Cisco’s stock ran up by over 3,750% before plunging, and two decades later, it hasn’t recovered. Some fear Nvidia’s fate could be similar, but the chip giant’s fundamentals appear to be on a more solid footing.</p><p style=\"text-align: start;\">Below are two charts from Research Affiliates. The first chart shows Nvidia’s price being driven by a high price-to-earnings multiple (in blue), which peaked at 194.6, while growth in earnings per share (in yellow) was still negative. Simply put, investors were willing to pay a hefty price of about $195 for every $1 the company earned, as they expected revenue to pick up. Those expectations eventually paid off as revenue soared and earnings began to drive a larger percentage of the share price, compressing the P/E ratio.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4555d1a5b5aad84d4e10103cc3b828e0\" alt=\"Photo: Research Affiliates\" title=\"Photo: Research Affiliates\" tg-width=\"1046\" tg-height=\"611\"/><span>Photo: Research Affiliates</span></p><p>In contrast, the chart below shows how Cisco’s price was dominantly driven by a high P/E ratio rather than by earnings per share, even as EPS rose.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9a883e940120207c415473ff0c9c07d\" alt=\"Photo: Research Affiliates\" title=\"Photo: Research Affiliates\" tg-width=\"1047\" tg-height=\"725\"/><span>Photo: Research Affiliates</span></p><p>The same dynamic is true for the remainder of Big Tech, with the top 10 stocks accounting for 28.8% of total market earnings by the end of 2024. In 2000, the top names only made up 16.1% of total earnings, according to Research Affiliates. In other words, the devil is in the details — or in this case, the data.</p><p>Nvidia is expected to continue its positive trend, with sales estimated to grow by 57% into January 2026, according to FactSet. Its forward P/E estimate for January 2026 is expected to compress to 22, while EPS is projected to rise to $4.53 from $2.94 a year earlier, according to FactSet. Morningstar’s fair-value estimate for the stock, which takes into account fundamentals, uncertainty and quantitative factors, is set at $130, which means the stock is cheap on a price basis. It’s trading near $96 on Friday.</p><p style=\"text-align: start;\">But the outlook could change if revenues get hit. The maker of graphics processing units must navigate an environment with deep uncertainties. Investors are on standby for further clarity on tariffs for chip makers and on countertariffs that other countries may impose. The Trump administration excluded chips from its latest round of tariffs as it works on specific policies and tariffs for the sector, but semiconductors are still a part of finished goods like personal computers and servers that are subject to tariffs already in place.</p><p style=\"text-align: start;\">The company’s reliance on big spending from data centers will be in question once there’s further clarity. Big tech companies expanding their AI capabilities have fixed capital expenditures for infrastructure and may cut that spending back to the amount equal to the cost of tariffs, said Gil Luria, head of technology research at D.A. Davidson.</p><p style=\"text-align: start;\">Luria added that the large spending budgets put out by Microsoft Corp., Meta Platforms Inc., Alphabet Inc. and Amazon.com Inc. were done ahead of demand and at a time when business was booming. That level of spending may not be matched in a weaker economy.</p><p style=\"text-align: start;\">Investors with exposure to Nvidia will need to pay attention in the next round of earnings calls to see if the company’s customers plan to cut back on their data-center buildouts.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4550":"红杉资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4588":"碎股","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4551":"寇图资本持仓","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4573":"虚拟现实","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","NVDA":"英伟达","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2524821047","content_text":"Nvidia’s fundamentals look good even as the stock gets pounded, but investors who want to maintain exposure need to watch its Big Tech customers’ spending trendsNvidia’s stock is taking a hit from tariff fears.Nvidia Corp.’s stock continues to get slammed, with a 14% weekly decline putting it on pace for its worst such drop since January. That was when DeepSeek made investors question whether massive spending on artificial intelligence was sustainable.The onetime stock-market darling hasn’t been able to catch a break at all this year, and it’s down 35.9% from its peak close, achieved in early January. The selling escalated this week as the sweeping tariffs announced by President Donald Trump on Wednesday sparked renewed fears of a global economic slowdown, leading investors to continue to dump risky tech stocks.The group of megacap tech stocks known as the Magnificent Seven collectively lost $1.03 trillion in market capitalization on Thursday in what was the largest one-day market-cap decline on record for the grouping, according to Dow Jones Market Data.Investors who traded through the dot-com bust are having flashbacks, and the hype around Nvidia has some questioning whether the chip maker is just another Cisco Systems Inc.Is Nvidia the next Cisco?As the main hardware provider for the AI boom, Nvidia is often compared to Cisco, the internet’s hardware provider. Both companies experienced tremendous growth. Cisco’s stock ran up by over 3,750% before plunging, and two decades later, it hasn’t recovered. Some fear Nvidia’s fate could be similar, but the chip giant’s fundamentals appear to be on a more solid footing.Below are two charts from Research Affiliates. The first chart shows Nvidia’s price being driven by a high price-to-earnings multiple (in blue), which peaked at 194.6, while growth in earnings per share (in yellow) was still negative. Simply put, investors were willing to pay a hefty price of about $195 for every $1 the company earned, as they expected revenue to pick up. Those expectations eventually paid off as revenue soared and earnings began to drive a larger percentage of the share price, compressing the P/E ratio.Photo: Research AffiliatesIn contrast, the chart below shows how Cisco’s price was dominantly driven by a high P/E ratio rather than by earnings per share, even as EPS rose.Photo: Research AffiliatesThe same dynamic is true for the remainder of Big Tech, with the top 10 stocks accounting for 28.8% of total market earnings by the end of 2024. In 2000, the top names only made up 16.1% of total earnings, according to Research Affiliates. In other words, the devil is in the details — or in this case, the data.Nvidia is expected to continue its positive trend, with sales estimated to grow by 57% into January 2026, according to FactSet. Its forward P/E estimate for January 2026 is expected to compress to 22, while EPS is projected to rise to $4.53 from $2.94 a year earlier, according to FactSet. Morningstar’s fair-value estimate for the stock, which takes into account fundamentals, uncertainty and quantitative factors, is set at $130, which means the stock is cheap on a price basis. It’s trading near $96 on Friday.But the outlook could change if revenues get hit. The maker of graphics processing units must navigate an environment with deep uncertainties. Investors are on standby for further clarity on tariffs for chip makers and on countertariffs that other countries may impose. The Trump administration excluded chips from its latest round of tariffs as it works on specific policies and tariffs for the sector, but semiconductors are still a part of finished goods like personal computers and servers that are subject to tariffs already in place.The company’s reliance on big spending from data centers will be in question once there’s further clarity. Big tech companies expanding their AI capabilities have fixed capital expenditures for infrastructure and may cut that spending back to the amount equal to the cost of tariffs, said Gil Luria, head of technology research at D.A. Davidson.Luria added that the large spending budgets put out by Microsoft Corp., Meta Platforms Inc., Alphabet Inc. and Amazon.com Inc. were done ahead of demand and at a time when business was booming. That level of spending may not be matched in a weaker economy.Investors with exposure to Nvidia will need to pay attention in the next round of earnings calls to see if the company’s customers plan to cut back on their data-center buildouts.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575712158925738","authorId":"3575712158925738","name":"JP25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575712158925738","authorIdStr":"3575712158925738"},"content":"Yeah I feel now is a good time to buy in some stocks at cheap stock, despite fearing that it can drop further. If I don't buy, do I wait till it rebounds back and I go in again.. by then, I will be hesitant again.","text":"Yeah I feel now is a good time to buy in some stocks at cheap stock, despite fearing that it can drop further. If I don't buy, do I wait till it rebounds back and I go in again.. by then, I will be hesitant again.","html":"Yeah I feel now is a good time to buy in some stocks at cheap stock, despite fearing that it can drop further. If I don't buy, do I wait till it rebounds back and I go in again.. by then, I will be hesitant again."},{"author":{"id":"3573224442106890","authorId":"3573224442106890","name":"b1ackm1rr0r","avatar":"https://community-static.tradeup.com/news/56cac7d3817d44369a279380930ec7c3","crmLevel":2,"crmLevelSwitch":1,"idStr":"3573224442106890","authorIdStr":"3573224442106890"},"content":"it’s just feels like this week going to be harsh and turbulent, probably next friday (11th apr) is ok to invest.","text":"it’s just feels like this week going to be harsh and turbulent, probably next friday (11th apr) is ok to invest.","html":"it’s just feels like this week going to be harsh and turbulent, probably next friday (11th apr) is ok to invest."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421145627767040,"gmtCreate":1743849511903,"gmtModify":1743849515721,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"Buying opportunities galore.&nbsp;","listText":"Buying opportunities galore.&nbsp;","text":"Buying opportunities galore.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421145627767040","repostId":"1130460602","repostType":4,"repost":{"id":"1130460602","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings","home_visible":1,"media_name":"TigerNews SG","id":"1050470178","head_image":"https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709"},"pubTimestamp":1743817200,"share":"https://ttm.financial/m/news/1130460602?lang=en_US&edition=fundamental","pubTime":"2025-04-05 09:40","market":"sg","language":"en","title":"SGX Weekly Review｜STI Dips 3.7%; DBS and UOB Sink 7%; Seatrium and Yangzijiang Shipbuilding Tank 8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130460602","media":"TigerNews SG","summary":"Singapore shares plummeted 3.7% this week, extending a global market sell-off following US President Donald Trump's worldwide tariffs.Stocks in certain industries listed in Singapore suffered hits of ","content":"<html><head></head><body><p>Singapore shares plummeted 3.7% this week, extending a global market sell-off following US President Donald Trump&#39;s worldwide tariffs.</p><p>Stocks in certain industries listed in Singapore suffered hits of varying severity, following US President Donald Trump’s “Liberation Day” tariffs.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d96b5c62412e2bc21c3673b3425ee021\" tg-width=\"1080\" tg-height=\"1577\"/></p><h2 id=\"id_1359794933\">Market News</h2><h3 id=\"id_3676449032\">Singapore Won’t Retaliate Against US Tariffs But Seeks Talks</h3><p>Singapore Deputy Prime Minister Gan Kim Yong ruled out any immediate retaliation against the US after it imposed a 10% baseline global tariff that threatens to have a “significant impact” on the trading hub’s economy.</p><p>“We are naturally disappointed,” Gan, who is also minister for trade and industry, told reporters on Tuesday, indicating officials will seek talks over the levies. He cited the two nations’ traditionally close ties, and a longstanding free-trade agreement with the US that has mutually benefited both sides.</p><p>Gan said that the government has decided not to impose countermeasures despite being able to do so under the trade pact, because retaliatory import duties will just add costs for Singapore.</p><h3 id=\"id_1470279713\">Singapore Retail Sales Fare Worse Than Expected, Down 3.6% in February from Earlier Chinese New Year</h3><p>The Republic’s retail sales fell 3.6 per cent year on year in February, reversing the revised 4.7 per cent growth posted in the month before, data from the Department of Statistics (SingStat) showed on Friday (Apr 4).</p><p>SingStat attributed the decline to Chinese New Year being celebrated in January this year, as opposed to February last year.</p><p>February’s result was below the estimates of private-sector economists, who had expected retail sales to dip 0.2 per cent year on year, in a Bloomberg poll.</p><h3 id=\"id_2012924660\" style=\"text-align: start;\">Singapore Government, Economists May Cut Growth Forecasts as Trump’s Tariffs Bite</h3><p>Both official and private-sector forecasts for Singapore’s full-year growth may be cut after US President Donald Trump slapped a blanket 10 per cent import duty on all countries and more extensive reciprocal tariffs on the “worst offenders”.</p><p style=\"text-align: start;\">The official gross domestic product growth forecast may be downgraded from the current range of between 1 and 3 per cent, as the situation has “turned out to be worse” than expected when the projection was made, Minister for Trade and Industry Gan Kim Yong told reporters on Thursday (Apr 3).</p><p style=\"text-align: start;\">He warned of a “significant impact” from the 10 per cent tariff alone, adding that the government will give more help to households and businesses if needed.</p><h3 id=\"id_1607861236\">Singapore PMI Slips to 50.6 in March</h3><p>Factory activity in Singapore grew more slowly in March, amid rising global trade tensions and tariff uncertainties.</p><p style=\"text-align: start;\">The Purchasing Managers’ Index (PMI) declined to 50.6, down 0.1 point from February, data from the Singapore Institute of Purchasing and Materials Management (SIPMM) showed on Wednesday (Apr 2).</p><p style=\"text-align: start;\">Still, this was the 19th straight month of expansion. A reading above 50 indicates expansion, and one below 50, decline.</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>SGX Weekly Review｜STI Dips 3.7%; DBS and UOB Sink 7%; Seatrium and Yangzijiang Shipbuilding Tank 8%</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\">\nSGX Weekly Review｜STI Dips 3.7%; DBS and UOB Sink 7%; Seatrium and Yangzijiang Shipbuilding Tank 8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1050470178\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TigerNews SG </p>\n<p class=\"h-time\">2025-04-05 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Singapore shares plummeted 3.7% this week, extending a global market sell-off following US President Donald Trump&#39;s worldwide tariffs.</p><p>Stocks in certain industries listed in Singapore suffered hits of varying severity, following US President Donald Trump’s “Liberation Day” tariffs.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d96b5c62412e2bc21c3673b3425ee021\" tg-width=\"1080\" tg-height=\"1577\"/></p><h2 id=\"id_1359794933\">Market News</h2><h3 id=\"id_3676449032\">Singapore Won’t Retaliate Against US Tariffs But Seeks Talks</h3><p>Singapore Deputy Prime Minister Gan Kim Yong ruled out any immediate retaliation against the US after it imposed a 10% baseline global tariff that threatens to have a “significant impact” on the trading hub’s economy.</p><p>“We are naturally disappointed,” Gan, who is also minister for trade and industry, told reporters on Tuesday, indicating officials will seek talks over the levies. He cited the two nations’ traditionally close ties, and a longstanding free-trade agreement with the US that has mutually benefited both sides.</p><p>Gan said that the government has decided not to impose countermeasures despite being able to do so under the trade pact, because retaliatory import duties will just add costs for Singapore.</p><h3 id=\"id_1470279713\">Singapore Retail Sales Fare Worse Than Expected, Down 3.6% in February from Earlier Chinese New Year</h3><p>The Republic’s retail sales fell 3.6 per cent year on year in February, reversing the revised 4.7 per cent growth posted in the month before, data from the Department of Statistics (SingStat) showed on Friday (Apr 4).</p><p>SingStat attributed the decline to Chinese New Year being celebrated in January this year, as opposed to February last year.</p><p>February’s result was below the estimates of private-sector economists, who had expected retail sales to dip 0.2 per cent year on year, in a Bloomberg poll.</p><h3 id=\"id_2012924660\" style=\"text-align: start;\">Singapore Government, Economists May Cut Growth Forecasts as Trump’s Tariffs Bite</h3><p>Both official and private-sector forecasts for Singapore’s full-year growth may be cut after US President Donald Trump slapped a blanket 10 per cent import duty on all countries and more extensive reciprocal tariffs on the “worst offenders”.</p><p style=\"text-align: start;\">The official gross domestic product growth forecast may be downgraded from the current range of between 1 and 3 per cent, as the situation has “turned out to be worse” than expected when the projection was made, Minister for Trade and Industry Gan Kim Yong told reporters on Thursday (Apr 3).</p><p style=\"text-align: start;\">He warned of a “significant impact” from the 10 per cent tariff alone, adding that the government will give more help to households and businesses if needed.</p><h3 id=\"id_1607861236\">Singapore PMI Slips to 50.6 in March</h3><p>Factory activity in Singapore grew more slowly in March, amid rising global trade tensions and tariff uncertainties.</p><p style=\"text-align: start;\">The Purchasing Managers’ Index (PMI) declined to 50.6, down 0.1 point from February, data from the Singapore Institute of Purchasing and Materials Management (SIPMM) showed on Wednesday (Apr 2).</p><p style=\"text-align: start;\">Still, this was the 19th straight month of expansion. A reading above 50 indicates expansion, and one below 50, decline.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"5E2.SI":"海庭","S08.SI":"新邮政","U11.SI":"大华银行","BS6.SI":"扬子江船业","STI.SI":"富时新加坡海峡指数","Z74.SI":"新电信","D05.SI":"星展集团控股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130460602","content_text":"Singapore shares plummeted 3.7% this week, extending a global market sell-off following US President Donald Trump's worldwide tariffs.Stocks in certain industries listed in Singapore suffered hits of varying severity, following US President Donald Trump’s “Liberation Day” tariffs.Market NewsSingapore Won’t Retaliate Against US Tariffs But Seeks TalksSingapore Deputy Prime Minister Gan Kim Yong ruled out any immediate retaliation against the US after it imposed a 10% baseline global tariff that threatens to have a “significant impact” on the trading hub’s economy.“We are naturally disappointed,” Gan, who is also minister for trade and industry, told reporters on Tuesday, indicating officials will seek talks over the levies. He cited the two nations’ traditionally close ties, and a longstanding free-trade agreement with the US that has mutually benefited both sides.Gan said that the government has decided not to impose countermeasures despite being able to do so under the trade pact, because retaliatory import duties will just add costs for Singapore.Singapore Retail Sales Fare Worse Than Expected, Down 3.6% in February from Earlier Chinese New YearThe Republic’s retail sales fell 3.6 per cent year on year in February, reversing the revised 4.7 per cent growth posted in the month before, data from the Department of Statistics (SingStat) showed on Friday (Apr 4).SingStat attributed the decline to Chinese New Year being celebrated in January this year, as opposed to February last year.February’s result was below the estimates of private-sector economists, who had expected retail sales to dip 0.2 per cent year on year, in a Bloomberg poll.Singapore Government, Economists May Cut Growth Forecasts as Trump’s Tariffs BiteBoth official and private-sector forecasts for Singapore’s full-year growth may be cut after US President Donald Trump slapped a blanket 10 per cent import duty on all countries and more extensive reciprocal tariffs on the “worst offenders”.The official gross domestic product growth forecast may be downgraded from the current range of between 1 and 3 per cent, as the situation has “turned out to be worse” than expected when the projection was made, Minister for Trade and Industry Gan Kim Yong told reporters on Thursday (Apr 3).He warned of a “significant impact” from the 10 per cent tariff alone, adding that the government will give more help to households and businesses if needed.Singapore PMI Slips to 50.6 in MarchFactory activity in Singapore grew more slowly in March, amid rising global trade tensions and tariff uncertainties.The Purchasing Managers’ Index (PMI) declined to 50.6, down 0.1 point from February, data from the Singapore Institute of Purchasing and Materials Management (SIPMM) showed on Wednesday (Apr 2).Still, this was the 19th straight month of expansion. A reading above 50 indicates expansion, and one below 50, decline.","news_type":1,"symbols_score_info":{"Z74.SI":1.1,"BS6.SI":1.1,"D05.SI":1.1,"5E2.SI":1.1,"STI.SI":1.1,"S08.SI":1.1,"U11.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421144361427248,"gmtCreate":1743849390210,"gmtModify":1743849394046,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"America's propensity for self destruction is unbeliever.🤯","listText":"America's propensity for self destruction is unbeliever.🤯","text":"America's propensity for self destruction is unbeliever.🤯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421144361427248","repostId":"2525329867","repostType":4,"repost":{"id":"2525329867","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":1743822000,"share":"https://ttm.financial/m/news/2525329867?lang=en_US&edition=fundamental","pubTime":"2025-04-05 11:00","market":"us","language":"en","title":"Apple Has No Place to Hide. Tariffs on China Are Just 1 Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2525329867","media":"Dow Jones","summary":"All of Big Tech is feeling the heat from President Donald Trump’s latest tariffs and the escalating global trade war. But no company is in a tougher spot than Apple. The company’s stock is down 15.9% ","content":"<html><head></head><body><p style=\"text-align: start;\">All of Big Tech is feeling the heat from President Donald Trump’s latest tariffs and the escalating global trade war. But no company is in a tougher spot than Apple. The company’s stock is down 15.9% since the latest tariffs were announced on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39c5a0acec89efb6f5ee685c552eccc0\" alt=\"The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.\" title=\"The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.\" tg-width=\"951\" tg-height=\"633\"/><span>The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.</span></p><p style=\"text-align: start;\">Every company has its own unique set of risks stemming from the radical shift in U.S. policy, but Apple faces battles on several fronts. Indeed, the company has been flagging potential problems since early in Trump’s first term.</p><p>Like many companies, Apple outlines geopolitical risks in its annual report. In its 2017 edition, those warnings focused on war, terrorism, and global pandemics. But following the first round of Trump tariffs in 2018, trade disputes began to headline this section. In 2021, after President Joe Biden left most of the tariffs in place, Apple moved the warning to a place of greater prominence in its annual report. Geopolitics and trade now get the No. 2 spot under the company’s risk banner, right below “adverse economic conditions.”  </p><p>Given recent events, Apple’s warning is almost prophetic: “The Company has a large, global business with sales outside the U.S. representing a majority of the Company’s total net sales, and the Company believes that it generally benefits from growth in international trade.” </p><p>In fact, 64% of Apple’s fiscal 2024 revenue came from outside the U.S., a fairly static figure over the last decade. In other words, the majority of Apple customers live in foreign countries that may now impose their own tariffs. Apple, arguably the greatest symbol of American innovation, is a clear target. </p><p>Amid a trade war, Apple would have a choice between raising prices, accepting a lower gross margin, or some combination of the two.</p><p>This isn’t just about iPhones and Mac sales. Countries may also retaliate by taxing services, what’s known as a digital service tax. In 2024, the U.S. had a $1.2 trillion goods trade deficit, but that was offset by a services surplus of $295 billion, according to the U.S. Bureau of Economic Analysis. When someone in Japan makes an in-game purchase on an iPhone, that’s an export of services. When someone in Brazil scrolls Facebook, that’s an export. When someone in France searches with Google, that’s an export.</p><p style=\"text-align: start;\">Digital service taxes already exist in several countries, but the rates tend to be in the range of 2% to 5%. The number of countries with such taxes could easily increase, as could the rates, given that Trump’s latest tariffs on goods now range from 10% to 50%.</p><p style=\"text-align: start;\">A French government spokesperson has already floated the idea of a European Union digital service taxes on Apple, Alphabet, Amazon.com, Meta Platforms, and Microsoft.</p><p style=\"text-align: start;\">These taxes would directly impact Apple’s services segment, the company’s second-largest unit, its fastest grower, and the home of a 74% gross margin. Apple again would be faced with a choice of raising prices on products such as iCloud and Apple Music or dealing with lower margins. </p><p style=\"text-align: start;\">Apple’s largest risk from a trade war may not even be quantifiable. A nationalist backlash across the world could lead to boycotts of leading U.S. brands. Apple, along with companies such as Nike, Coca-Cola, and McDonald’s, are likely to be at the top of the list. </p><p style=\"text-align: start;\">The current world order served Apple well. Its world-leading brand is worth some $489 billion, according to consulting firm Interbrand, with the next closest name being Microsoft, at $353 billion.</p><p style=\"text-align: start;\">In its warning about geopolitical risks, Apple spends even more time on supply challenges—and for good reason: “Substantially all of the Company’s manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan, and Vietnam. Restrictions on international trade, such as tariffs and other controls on imports or exports of goods, technology or data, can materially adversely affect the Company’s business and supply chain.”</p><p style=\"text-align: start;\">The company offers an extra warning about what’s effectively its double-threat in China: “The impact can be particularly significant if these restrictive measures apply to countries and regions where the Company derives a significant portion of its revenues and/or has significant supply chain operations.” </p><p style=\"text-align: start;\">A large majority of Apple’s products are assembled in China, while “Greater China,” accounted for 17% of the company’s revenue in fiscal 2024.</p><p style=\"text-align: start;\">Apple has been trying to reduce its China risk for years, but at Apple’s scale, it’s difficult to find a substitute for China’s workforce, especially in a short time frame. Apple has pushed some assembly to Vietnam, but the biggest part of Apple’s diversification plan is India, the only country that can come even close to replacing China’s supply chain and consumer base. </p><p style=\"text-align: start;\">The Indian online Apple Store opened in 2020, followed by new retail stores that began opening in 2023. CEO Tim Cook frequently calls out India during earnings calls. “As you know from past calls, I’m particularly keen on India. India set a December-quarter record, and we’re opening more stores there,” he said during Apple’s latest quarterly investor call. “I think there’s lots of upside there.”</p><p style=\"text-align: start;\">The first iPhones rolled off Indian assembly lines in 2017. Apple now makes roughly one-in-seven iPhones there. But even that diversification strategy has been undermined by tariffs. Under the White House’s latest policy, products imported to the U.S. from India will be hit with at least a 26% levee. For Vietnam, it’s 46%. Apple has nowhere to hide—and neither do its shareholders.</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>Apple Has No Place to Hide. Tariffs on China Are Just 1 Problem</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Has No Place to Hide. Tariffs on China Are Just 1 Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-05 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">All of Big Tech is feeling the heat from President Donald Trump’s latest tariffs and the escalating global trade war. But no company is in a tougher spot than Apple. The company’s stock is down 15.9% since the latest tariffs were announced on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39c5a0acec89efb6f5ee685c552eccc0\" alt=\"The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.\" title=\"The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.\" tg-width=\"951\" tg-height=\"633\"/><span>The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.</span></p><p style=\"text-align: start;\">Every company has its own unique set of risks stemming from the radical shift in U.S. policy, but Apple faces battles on several fronts. Indeed, the company has been flagging potential problems since early in Trump’s first term.</p><p>Like many companies, Apple outlines geopolitical risks in its annual report. In its 2017 edition, those warnings focused on war, terrorism, and global pandemics. But following the first round of Trump tariffs in 2018, trade disputes began to headline this section. In 2021, after President Joe Biden left most of the tariffs in place, Apple moved the warning to a place of greater prominence in its annual report. Geopolitics and trade now get the No. 2 spot under the company’s risk banner, right below “adverse economic conditions.”  </p><p>Given recent events, Apple’s warning is almost prophetic: “The Company has a large, global business with sales outside the U.S. representing a majority of the Company’s total net sales, and the Company believes that it generally benefits from growth in international trade.” </p><p>In fact, 64% of Apple’s fiscal 2024 revenue came from outside the U.S., a fairly static figure over the last decade. In other words, the majority of Apple customers live in foreign countries that may now impose their own tariffs. Apple, arguably the greatest symbol of American innovation, is a clear target. </p><p>Amid a trade war, Apple would have a choice between raising prices, accepting a lower gross margin, or some combination of the two.</p><p>This isn’t just about iPhones and Mac sales. Countries may also retaliate by taxing services, what’s known as a digital service tax. In 2024, the U.S. had a $1.2 trillion goods trade deficit, but that was offset by a services surplus of $295 billion, according to the U.S. Bureau of Economic Analysis. When someone in Japan makes an in-game purchase on an iPhone, that’s an export of services. When someone in Brazil scrolls Facebook, that’s an export. When someone in France searches with Google, that’s an export.</p><p style=\"text-align: start;\">Digital service taxes already exist in several countries, but the rates tend to be in the range of 2% to 5%. The number of countries with such taxes could easily increase, as could the rates, given that Trump’s latest tariffs on goods now range from 10% to 50%.</p><p style=\"text-align: start;\">A French government spokesperson has already floated the idea of a European Union digital service taxes on Apple, Alphabet, Amazon.com, Meta Platforms, and Microsoft.</p><p style=\"text-align: start;\">These taxes would directly impact Apple’s services segment, the company’s second-largest unit, its fastest grower, and the home of a 74% gross margin. Apple again would be faced with a choice of raising prices on products such as iCloud and Apple Music or dealing with lower margins. </p><p style=\"text-align: start;\">Apple’s largest risk from a trade war may not even be quantifiable. A nationalist backlash across the world could lead to boycotts of leading U.S. brands. Apple, along with companies such as Nike, Coca-Cola, and McDonald’s, are likely to be at the top of the list. </p><p style=\"text-align: start;\">The current world order served Apple well. Its world-leading brand is worth some $489 billion, according to consulting firm Interbrand, with the next closest name being Microsoft, at $353 billion.</p><p style=\"text-align: start;\">In its warning about geopolitical risks, Apple spends even more time on supply challenges—and for good reason: “Substantially all of the Company’s manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan, and Vietnam. Restrictions on international trade, such as tariffs and other controls on imports or exports of goods, technology or data, can materially adversely affect the Company’s business and supply chain.”</p><p style=\"text-align: start;\">The company offers an extra warning about what’s effectively its double-threat in China: “The impact can be particularly significant if these restrictive measures apply to countries and regions where the Company derives a significant portion of its revenues and/or has significant supply chain operations.” </p><p style=\"text-align: start;\">A large majority of Apple’s products are assembled in China, while “Greater China,” accounted for 17% of the company’s revenue in fiscal 2024.</p><p style=\"text-align: start;\">Apple has been trying to reduce its China risk for years, but at Apple’s scale, it’s difficult to find a substitute for China’s workforce, especially in a short time frame. Apple has pushed some assembly to Vietnam, but the biggest part of Apple’s diversification plan is India, the only country that can come even close to replacing China’s supply chain and consumer base. </p><p style=\"text-align: start;\">The Indian online Apple Store opened in 2020, followed by new retail stores that began opening in 2023. CEO Tim Cook frequently calls out India during earnings calls. “As you know from past calls, I’m particularly keen on India. India set a December-quarter record, and we’re opening more stores there,” he said during Apple’s latest quarterly investor call. “I think there’s lots of upside there.”</p><p style=\"text-align: start;\">The first iPhones rolled off Indian assembly lines in 2017. Apple now makes roughly one-in-seven iPhones there. But even that diversification strategy has been undermined by tariffs. Under the White House’s latest policy, products imported to the U.S. from India will be hit with at least a 26% levee. For Vietnam, it’s 46%. Apple has nowhere to hide—and neither do its shareholders.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","AAPL":"苹果","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4567":"ESG概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","BK4503":"景林资产持仓","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2525329867","content_text":"All of Big Tech is feeling the heat from President Donald Trump’s latest tariffs and the escalating global trade war. But no company is in a tougher spot than Apple. The company’s stock is down 15.9% since the latest tariffs were announced on Wednesday.The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.Every company has its own unique set of risks stemming from the radical shift in U.S. policy, but Apple faces battles on several fronts. Indeed, the company has been flagging potential problems since early in Trump’s first term.Like many companies, Apple outlines geopolitical risks in its annual report. In its 2017 edition, those warnings focused on war, terrorism, and global pandemics. But following the first round of Trump tariffs in 2018, trade disputes began to headline this section. In 2021, after President Joe Biden left most of the tariffs in place, Apple moved the warning to a place of greater prominence in its annual report. Geopolitics and trade now get the No. 2 spot under the company’s risk banner, right below “adverse economic conditions.”  Given recent events, Apple’s warning is almost prophetic: “The Company has a large, global business with sales outside the U.S. representing a majority of the Company’s total net sales, and the Company believes that it generally benefits from growth in international trade.” In fact, 64% of Apple’s fiscal 2024 revenue came from outside the U.S., a fairly static figure over the last decade. In other words, the majority of Apple customers live in foreign countries that may now impose their own tariffs. Apple, arguably the greatest symbol of American innovation, is a clear target. Amid a trade war, Apple would have a choice between raising prices, accepting a lower gross margin, or some combination of the two.This isn’t just about iPhones and Mac sales. Countries may also retaliate by taxing services, what’s known as a digital service tax. In 2024, the U.S. had a $1.2 trillion goods trade deficit, but that was offset by a services surplus of $295 billion, according to the U.S. Bureau of Economic Analysis. When someone in Japan makes an in-game purchase on an iPhone, that’s an export of services. When someone in Brazil scrolls Facebook, that’s an export. When someone in France searches with Google, that’s an export.Digital service taxes already exist in several countries, but the rates tend to be in the range of 2% to 5%. The number of countries with such taxes could easily increase, as could the rates, given that Trump’s latest tariffs on goods now range from 10% to 50%.A French government spokesperson has already floated the idea of a European Union digital service taxes on Apple, Alphabet, Amazon.com, Meta Platforms, and Microsoft.These taxes would directly impact Apple’s services segment, the company’s second-largest unit, its fastest grower, and the home of a 74% gross margin. Apple again would be faced with a choice of raising prices on products such as iCloud and Apple Music or dealing with lower margins. Apple’s largest risk from a trade war may not even be quantifiable. A nationalist backlash across the world could lead to boycotts of leading U.S. brands. Apple, along with companies such as Nike, Coca-Cola, and McDonald’s, are likely to be at the top of the list. The current world order served Apple well. Its world-leading brand is worth some $489 billion, according to consulting firm Interbrand, with the next closest name being Microsoft, at $353 billion.In its warning about geopolitical risks, Apple spends even more time on supply challenges—and for good reason: “Substantially all of the Company’s manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan, and Vietnam. Restrictions on international trade, such as tariffs and other controls on imports or exports of goods, technology or data, can materially adversely affect the Company’s business and supply chain.”The company offers an extra warning about what’s effectively its double-threat in China: “The impact can be particularly significant if these restrictive measures apply to countries and regions where the Company derives a significant portion of its revenues and/or has significant supply chain operations.” A large majority of Apple’s products are assembled in China, while “Greater China,” accounted for 17% of the company’s revenue in fiscal 2024.Apple has been trying to reduce its China risk for years, but at Apple’s scale, it’s difficult to find a substitute for China’s workforce, especially in a short time frame. Apple has pushed some assembly to Vietnam, but the biggest part of Apple’s diversification plan is India, the only country that can come even close to replacing China’s supply chain and consumer base. The Indian online Apple Store opened in 2020, followed by new retail stores that began opening in 2023. CEO Tim Cook frequently calls out India during earnings calls. “As you know from past calls, I’m particularly keen on India. India set a December-quarter record, and we’re opening more stores there,” he said during Apple’s latest quarterly investor call. “I think there’s lots of upside there.”The first iPhones rolled off Indian assembly lines in 2017. Apple now makes roughly one-in-seven iPhones there. But even that diversification strategy has been undermined by tariffs. Under the White House’s latest policy, products imported to the U.S. from India will be hit with at least a 26% levee. For Vietnam, it’s 46%. Apple has nowhere to hide—and neither do its shareholders.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421113652564336,"gmtCreate":1743841897333,"gmtModify":1743841901351,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"A few drops in the ocean.","listText":"A few drops in the ocean.","text":"A few drops in the ocean.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421113652564336","repostId":"1177523140","repostType":2,"repost":{"id":"1177523140","kind":"news","pubTimestamp":1743818700,"share":"https://ttm.financial/m/news/1177523140?lang=en_US&edition=fundamental","pubTime":"2025-04-05 10:05","market":"us","language":"en","title":"Billionaires Poised to Lose Near Half-Trillion Dollars in 2 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1177523140","media":"Bloomberg","summary":"The world’s 500 richest people suffered the biggest two-day loss ever on the Bloomberg Billionaires Index as fallout from President Donald Trump’s tariff announcement decimated markets across the glob","content":"<div>\n<p>The world’s 500 richest people suffered the biggest two-day loss ever on the Bloomberg Billionaires Index as fallout from President Donald Trump’s tariff announcement decimated markets across the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-04-04/billionaires-poised-to-lose-near-half-trillion-dollars-in-2-days\">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>Billionaires Poised to Lose Near Half-Trillion Dollars in 2 Days</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\">\nBillionaires Poised to Lose Near Half-Trillion Dollars in 2 Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-05 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-04-04/billionaires-poised-to-lose-near-half-trillion-dollars-in-2-days><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world’s 500 richest people suffered the biggest two-day loss ever on the Bloomberg Billionaires Index as fallout from President Donald Trump’s tariff announcement decimated markets across the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-04-04/billionaires-poised-to-lose-near-half-trillion-dollars-in-2-days\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVNA":"Carvana Co.","AMZN":"亚马逊","GOOGL":"谷歌A","TSLA":"特斯拉","META":"Meta Platforms, Inc.","NKE":"耐克"},"source_url":"https://www.bloomberg.com/news/articles/2025-04-04/billionaires-poised-to-lose-near-half-trillion-dollars-in-2-days","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177523140","content_text":"The world’s 500 richest people suffered the biggest two-day loss ever on the Bloomberg Billionaires Index as fallout from President Donald Trump’s tariff announcement decimated markets across the globe.Billionaires on the wealth list lost a collective $536 billion from Thursday’s stock market open to Friday’s close as the S&P 500 Index dropped 10.5% over the two days and the Nasdaq Composite fell 11.4%.Friday’s $329 billion drop was the largest since the height of the Covid-19 pandemic in 2020, swamping Thursday’s $208 billion slide. Almost 90% of the billionaires tracked by the wealth index saw their fortunes fall Friday, with an average decline of 3.5%.Elon MuskNo one lost more over the two-day stretch than Tesla Inc. Chief Executive Officer Elon Musk. The carmaker’s stock plunged more than 10% Friday, dragging Musk’s net worth down $31 billion from Thursday’s open and bringing his yearly losses to $130 billion. Meta Platforms Inc. founder Mark Zuckerberg followed with a $27 billion loss as the social media company dropped almost 14% over the two-day stretch. Carvana Co. CEO Ernest Garcia III’s two-day loss of $2 billion was enough to push him off the list of the world’s 500 richest people. His used-car retailer’s stock lost 28% over the period.Nike Inc. founder Phil Knight was one of few winners on Friday. The shoe company’s stock gained 2.8% after Trump said that he’d had a “very productive call” with Vietnamese leader To Lam over possibly eliminating a 46% tariff unveiled yesterday on the Southeast Asian country, where much of Nike’s manufacturing is done. The stock’s rise added $84 million to Knight’s net worth on the day, reversing Thursday’s $3 billion loss.Mexican billionaire Carlos Slim fared opposite. The mogul behind mobile-phone operator America Movil SAB narrowly was in the black Thursday as Mexico’s exclusion from the White House’s list of tariff targets pushed the country’s main index up slightly. On Friday, though, Slim reversed those gains and then some, losing $5.5 billion as the Mexican Bolsa fell 4.9%.","news_type":1,"symbols_score_info":{"NKE":1.1,"AMZN":1.1,"TSLA":1.1,"CVNA":1.1,"META":1.1,"GOOGL":1.1}},"isVote":1,"tweetType":1,"viewCount":2299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":420979748696576,"gmtCreate":1743809255740,"gmtModify":1743809258911,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"🤪","listText":"🤪","text":"🤪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/420979748696576","repostId":"2525372738","repostType":2,"repost":{"id":"2525372738","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":1743808500,"share":"https://ttm.financial/m/news/2525372738?lang=en_US&edition=fundamental","pubTime":"2025-04-05 07:15","market":"us","language":"en","title":"U.S. Stocks See Biggest 2-Day Wipeout in History as Market Loses $11 Trillion Since Inauguration Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2525372738","media":"Dow Jones","summary":"Stocks erased a combined $6.6 trillion in value on Thursday and FridayStocks have been slammed since President Trump unveiled his “liberation day” tariffs on Wednesday afternoon.Roughly $11.1 trillion","content":"<html><head></head><body><p>Stocks erased a combined $6.6 trillion in value on Thursday and Friday</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9e04f9dfe191be847ab91bec017ee4e\" alt=\"Stocks have been slammed since President Trump unveiled his “liberation day” tariffs on Wednesday afternoon.\" title=\"Stocks have been slammed since President Trump unveiled his “liberation day” tariffs on Wednesday afternoon.\" tg-width=\"923\" tg-height=\"613\"/><span>Stocks have been slammed since President Trump unveiled his “liberation day” tariffs on Wednesday afternoon.</span></p><p>Roughly $11.1 trillion has been wiped away from the U.S. stock market since Jan. 17, the Friday before President Donald Trump took the oath of office and began his second term, according to data from Dow Jones Market Data.</p><p style=\"text-align: start;\">Some $6.6 trillion of that figure was lost on Thursday and Friday alone — the largest two-day wipeout of shareholder value on record, Dow Jones data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/829e9646a1d9cfbd441c8414f3839e52\" tg-width=\"959\" tg-height=\"666\"/></p><p>Many investors were caught flat-footed on Wednesday when Trump unveiled sweeping global tariffs that were much larger than expected.</p><p style=\"text-align: start;\">Financial markets have since been heaping pressure on the administration to step in and pare back the planned levies or to announce meaningful progress toward a deal, said Kathleen Brooks, research director at XTB, in emailed commentary Friday.</p><p style=\"text-align: start;\">President Trump earlier in the session touted a productive phone call with the leader of Vietnam in a post on Truth Social. Shares of Nike Inc., which has a heavy factory presence in Vietnam, jumped, but the post didn’t meaningfully stanch the bleeding in the broader market.</p><p>Recession risks remained front and center Friday. Even a stronger-than-expected March jobs report wasn’t enough to lift investors’ mood.</p><p style=\"text-align: start;\">As the weekend approached, fears were focused on a trade-war escalation where “the U.S. doesn’t back down,” said Jay Woods, chief market strategist at Freedom Capital markets, in comments shared with MarketWatch via email. “If we are to punch back, you could have damaging effects to not only the tech sector, but the economy overall. This could throw us into a recession and could end the bull market as we know it.”</p><p style=\"text-align: start;\">By the time the market closed on Friday, the S&amp;P 500 had surpassed its losses from the first 75 days of George W. Bush’s first term in office — the last time stocks saw comparable declines during the early days of a new administration. The small-cap-focused Russell 2000 has seen its rockiest start to a new administration on record, FactSet data showed.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average has fallen by 11.9% since Inauguration Day, while the S&amp;P 500 was down 15.4% since then as of Friday’s close.</p><p style=\"text-align: start;\">And while the Nasdaq Composite hit a record closing high of 20,056.25 on Feb. 19, it has since fallen more than 22%, FactSet data showed. The tech-heavy index joined the Russell 2000 in bear-market territory as of Friday’s close, with the small-cap index having dropped more than 25% since hitting a record closing high of 2,442.03 on Nov. 25.</p><p>U.S. stocks tallied their biggest weekly drop since March 2020 on Friday.</p><p style=\"text-align: start;\">Weakness during the early days of a new president’s term isn’t unusual, although the degree to which stocks have been punished this time around is certainly extreme.</p><p style=\"text-align: start;\">According to Carson Group’s Ryan Detrick, stocks tend to do much better in years three and four of a White House administration, while performance during the first quarter of year one tends to be particularly tepid.</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>U.S. Stocks See Biggest 2-Day Wipeout in History as Market Loses $11 Trillion Since Inauguration Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks See Biggest 2-Day Wipeout in History as Market Loses $11 Trillion Since Inauguration Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-05 07:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks erased a combined $6.6 trillion in value on Thursday and Friday</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9e04f9dfe191be847ab91bec017ee4e\" alt=\"Stocks have been slammed since President Trump unveiled his “liberation day” tariffs on Wednesday afternoon.\" title=\"Stocks have been slammed since President Trump unveiled his “liberation day” tariffs on Wednesday afternoon.\" tg-width=\"923\" tg-height=\"613\"/><span>Stocks have been slammed since President Trump unveiled his “liberation day” tariffs on Wednesday afternoon.</span></p><p>Roughly $11.1 trillion has been wiped away from the U.S. stock market since Jan. 17, the Friday before President Donald Trump took the oath of office and began his second term, according to data from Dow Jones Market Data.</p><p style=\"text-align: start;\">Some $6.6 trillion of that figure was lost on Thursday and Friday alone — the largest two-day wipeout of shareholder value on record, Dow Jones data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/829e9646a1d9cfbd441c8414f3839e52\" tg-width=\"959\" tg-height=\"666\"/></p><p>Many investors were caught flat-footed on Wednesday when Trump unveiled sweeping global tariffs that were much larger than expected.</p><p style=\"text-align: start;\">Financial markets have since been heaping pressure on the administration to step in and pare back the planned levies or to announce meaningful progress toward a deal, said Kathleen Brooks, research director at XTB, in emailed commentary Friday.</p><p style=\"text-align: start;\">President Trump earlier in the session touted a productive phone call with the leader of Vietnam in a post on Truth Social. Shares of Nike Inc., which has a heavy factory presence in Vietnam, jumped, but the post didn’t meaningfully stanch the bleeding in the broader market.</p><p>Recession risks remained front and center Friday. Even a stronger-than-expected March jobs report wasn’t enough to lift investors’ mood.</p><p style=\"text-align: start;\">As the weekend approached, fears were focused on a trade-war escalation where “the U.S. doesn’t back down,” said Jay Woods, chief market strategist at Freedom Capital markets, in comments shared with MarketWatch via email. “If we are to punch back, you could have damaging effects to not only the tech sector, but the economy overall. This could throw us into a recession and could end the bull market as we know it.”</p><p style=\"text-align: start;\">By the time the market closed on Friday, the S&amp;P 500 had surpassed its losses from the first 75 days of George W. Bush’s first term in office — the last time stocks saw comparable declines during the early days of a new administration. The small-cap-focused Russell 2000 has seen its rockiest start to a new administration on record, FactSet data showed.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average has fallen by 11.9% since Inauguration Day, while the S&amp;P 500 was down 15.4% since then as of Friday’s close.</p><p style=\"text-align: start;\">And while the Nasdaq Composite hit a record closing high of 20,056.25 on Feb. 19, it has since fallen more than 22%, FactSet data showed. The tech-heavy index joined the Russell 2000 in bear-market territory as of Friday’s close, with the small-cap index having dropped more than 25% since hitting a record closing high of 2,442.03 on Nov. 25.</p><p>U.S. stocks tallied their biggest weekly drop since March 2020 on Friday.</p><p style=\"text-align: start;\">Weakness during the early days of a new president’s term isn’t unusual, although the degree to which stocks have been punished this time around is certainly extreme.</p><p style=\"text-align: start;\">According to Carson Group’s Ryan Detrick, stocks tend to do much better in years three and four of a White House administration, while performance during the first quarter of year one tends to be particularly tepid.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4146":"鞋类","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4558":"双十一","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0786609619.USD":"高盛全球千禧一代股票组合Acc",".DJI":"道琼斯",".SPX":"S&P 500 Index","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4566":"资本集团","BK4561":"索罗斯持仓",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","LU0823411888.USD":"法巴消费创新基金 Cap","BK4581":"高盛持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2525372738","content_text":"Stocks erased a combined $6.6 trillion in value on Thursday and FridayStocks have been slammed since President Trump unveiled his “liberation day” tariffs on Wednesday afternoon.Roughly $11.1 trillion has been wiped away from the U.S. stock market since Jan. 17, the Friday before President Donald Trump took the oath of office and began his second term, according to data from Dow Jones Market Data.Some $6.6 trillion of that figure was lost on Thursday and Friday alone — the largest two-day wipeout of shareholder value on record, Dow Jones data showed.Many investors were caught flat-footed on Wednesday when Trump unveiled sweeping global tariffs that were much larger than expected.Financial markets have since been heaping pressure on the administration to step in and pare back the planned levies or to announce meaningful progress toward a deal, said Kathleen Brooks, research director at XTB, in emailed commentary Friday.President Trump earlier in the session touted a productive phone call with the leader of Vietnam in a post on Truth Social. Shares of Nike Inc., which has a heavy factory presence in Vietnam, jumped, but the post didn’t meaningfully stanch the bleeding in the broader market.Recession risks remained front and center Friday. Even a stronger-than-expected March jobs report wasn’t enough to lift investors’ mood.As the weekend approached, fears were focused on a trade-war escalation where “the U.S. doesn’t back down,” said Jay Woods, chief market strategist at Freedom Capital markets, in comments shared with MarketWatch via email. “If we are to punch back, you could have damaging effects to not only the tech sector, but the economy overall. This could throw us into a recession and could end the bull market as we know it.”By the time the market closed on Friday, the S&P 500 had surpassed its losses from the first 75 days of George W. Bush’s first term in office — the last time stocks saw comparable declines during the early days of a new administration. The small-cap-focused Russell 2000 has seen its rockiest start to a new administration on record, FactSet data showed.The Dow Jones Industrial Average has fallen by 11.9% since Inauguration Day, while the S&P 500 was down 15.4% since then as of Friday’s close.And while the Nasdaq Composite hit a record closing high of 20,056.25 on Feb. 19, it has since fallen more than 22%, FactSet data showed. The tech-heavy index joined the Russell 2000 in bear-market territory as of Friday’s close, with the small-cap index having dropped more than 25% since hitting a record closing high of 2,442.03 on Nov. 25.U.S. stocks tallied their biggest weekly drop since March 2020 on Friday.Weakness during the early days of a new president’s term isn’t unusual, although the degree to which stocks have been punished this time around is certainly extreme.According to Carson Group’s Ryan Detrick, stocks tend to do much better in years three and four of a White House administration, while performance during the first quarter of year one tends to be particularly tepid.","news_type":1,"symbols_score_info":{".IXIC":1.1,".SPX":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417494563979632,"gmtCreate":1742938738472,"gmtModify":1742938741753,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"Going for fundamental analysis is a good metric to consider before buying any stock, and not just Nvidia.&nbsp;","listText":"Going for fundamental analysis is a good metric to consider before buying any stock, and not just Nvidia.&nbsp;","text":"Going for fundamental analysis is a good metric to consider before buying any stock, and not just Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417494563979632","repostId":"1114952966","repostType":2,"repost":{"id":"1114952966","kind":"news","pubTimestamp":1742917045,"share":"https://ttm.financial/m/news/1114952966?lang=en_US&edition=fundamental","pubTime":"2025-03-25 23:37","market":"us","language":"en","title":"Nvidia Stock Looks Cheap Right Now, but Here's 1 Reason It Could Actually Be Expensive","url":"https://stock-news.laohu8.com/highlight/detail?id=1114952966","media":"Motley Fool","summary":"Nvidia currently trades slightly under 26 times forward earnings, which is much more appealing t","content":"<div>\n<p>The artificial intelligence (AI) behemoth  NVIDIA  has gotten off to a rocky start this year, with shares down about 9% (as of March 24) so far in 2025. The emergence of the Chinese AI chatbot ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/03/25/nvidia-stock-looks-cheap-reason-expensive/\">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>Nvidia Stock Looks Cheap Right Now, but Here's 1 Reason It Could Actually Be Expensive</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Looks Cheap Right Now, but Here's 1 Reason It Could Actually Be Expensive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-25 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/03/25/nvidia-stock-looks-cheap-reason-expensive/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The artificial intelligence (AI) behemoth  NVIDIA  has gotten off to a rocky start this year, with shares down about 9% (as of March 24) so far in 2025. The emergence of the Chinese AI chatbot ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/03/25/nvidia-stock-looks-cheap-reason-expensive/\">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://www.fool.com/investing/2025/03/25/nvidia-stock-looks-cheap-reason-expensive/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114952966","content_text":"The artificial intelligence (AI) behemoth  NVIDIA  has gotten off to a rocky start this year, with shares down about 9% (as of March 24) so far in 2025. The emergence of the Chinese AI chatbot DeepSeek, concerns about economic growth, and President Donald Trump's proposed tariffs have led investors to reconsider the popular AI trade.But as most long-term investors know, sell-offs are often opportunities to buy shares of great companies at more attractive valuations, especially if the company's fundamentals are still intact. Many would argue that this is the case for Nvidia, with Wall Street near a consensus buy on the stock.However, while Nvidia stock may in fact be cheaper right now, there's one reason it actually could be expensive.Contracting marginsA big part of the Nvidia story over the years and in the present is the company's incredible margins. Gross margin is calculated by taking revenue, subtracting the cost to make the goods sold, and then dividing this number by revenue. While gross margin doesn't account for all expenses at a company, it looks at the money retained after the costs to make a product. A high gross margin also indicates efficiency and pricing power because it suggests a company has the power to set a high cost relative to the cost of the good. That implies there is an inelastic demand.As you can see, Nvidia's gross margin has contracted in recent quarters. In the company's fiscal 2025 fourth quarter (ended Jan. 26, 2025), the gross margin fell to just over 73%. That's still an incredible gross margin and earnings still increased from the third quarter. But it also means that the increase in the cost to make Nvidia's chips and other AI infrastructure didn't translate into as much revenue growth. For instance, in the company's third quarter, the cost of revenue grew 20% from the prior quarter and revenue grew 17%. But in the fourth quarter, the cost of revenue rose 19%, while revenue only grew 12% quarter over quarter.This might lead investors to believe that pricing power is eroding and there is more competition than initially believed, especially considering that Nvidia's margin is so high. On Nvidia's fourth-quarter earnings call, CFO Colette Kress said that its gross margin should remain in the low 70s as the company's next-generation Blackwell chips ramp up, but there will be an opportunity to see gross margin rebound back into the mid-70s later in fiscal year 2026 (now underway).Wall Street analysts seem to be giving the company the benefit of the doubt. Analysts on average expect the gross margin to bottom in the current quarter at 71.1%, according to data provided by Visible Alpha. They then expect the gross margin to rebound to nearly 74.5% by the end of fiscal year 2026. Diluted earnings per share are also expected to grow by nearly 48% in fiscal 2026 on a year-over-year basis.Is Nvidia over-earning right now?Nvidia currently trades slightly under 26 times forward earnings, which is much more appealing than when the stock traded at about 50 times forward earnings or more not too long ago. However, if management turns out to be incorrect and Nvidia's margin continues to contract, then Nvidia could actually be over-earning right now and its price-to-earnings (P/E) ratio would significantly increase if its market capitalization holds.As already mentioned, analysts currently project the gross margin will rebound this year and this very well could happen. It's something investors should consider not just with Nvidia, but with any stock they are covering. The forward P/E ratio (which relies on estimates) is a great indicator of where a stock is situated but it doesn't always tell the full story. The actual earnings of a company are critically important and can significantly impact the P/E ratio. It's certainly going to be a big driver for Nvidia's stock price this year.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417322325185040,"gmtCreate":1742903691259,"gmtModify":1742908627521,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"Yes, will add AMD &amp; Micron to NVDA &amp; PALANTIR. They will add value to your portfolio quickly.","listText":"Yes, will add AMD &amp; Micron to NVDA &amp; PALANTIR. They will add value to your portfolio quickly.","text":"Yes, will add AMD & Micron to NVDA & PALANTIR. They will add value to your portfolio quickly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417322325185040","isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417321443807352,"gmtCreate":1742903564985,"gmtModify":1742908627374,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"The stocks will rise because of strong fundamentals. Given the right sentiments &amp; sustained demands for AI &amp; chips, they are on a growth trajectory.","listText":"The stocks will rise because of strong fundamentals. Given the right sentiments &amp; sustained demands for AI &amp; chips, they are on a growth trajectory.","text":"The stocks will rise because of strong fundamentals. Given the right sentiments & sustained demands for AI & chips, they are on a growth trajectory.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417321443807352","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417356307186024,"gmtCreate":1742903287641,"gmtModify":1742903288692,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417356307186024","isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417319459660072,"gmtCreate":1742903273920,"gmtModify":1742903277526,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> yes take profit","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> yes take profit","text":"$Tesla Motors(TSLA)$ yes take profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417319459660072","isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417319569113136,"gmtCreate":1742903125021,"gmtModify":1742903125975,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417319569113136","isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417358168109304,"gmtCreate":1742903117943,"gmtModify":1742903118940,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417358168109304","isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416734491959656,"gmtCreate":1742726817034,"gmtModify":1742726820999,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"Buy Nvidia. It is cheap.","listText":"Buy Nvidia. It is cheap.","text":"Buy Nvidia. It is cheap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416734491959656","repostId":"2521534246","repostType":4,"repost":{"id":"2521534246","kind":"highlight","pubTimestamp":1742717039,"share":"https://ttm.financial/m/news/2521534246?lang=en_US&edition=fundamental","pubTime":"2025-03-23 16:03","market":"nz","language":"en","title":"1 Trillion Reasons to Buy Nvidia's Stock Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2521534246","media":"Motley Fool","summary":"Nvidia expects data center infrastructure spending to top $1 trillion in 2028.The company is poised to get a lot of this business as it continues to push innovation.","content":"<div>\n<p>Nvidia expects data center infrastructure spending to top $1 trillion in 2028.The company is poised to get a lot of this business as it continues to push innovation.Meanwhile, the stock remains ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/03/22/1-trillion-reasons-to-buy-nvidias-stock-right-now/\">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>1 Trillion Reasons to Buy Nvidia's Stock Right Now</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\">\n1 Trillion Reasons to Buy Nvidia's Stock Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-23 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/03/22/1-trillion-reasons-to-buy-nvidias-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia expects data center infrastructure spending to top $1 trillion in 2028.The company is poised to get a lot of this business as it continues to push innovation.Meanwhile, the stock remains ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/03/22/1-trillion-reasons-to-buy-nvidias-stock-right-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDU":"2倍做多NVDA ETF-Direxion","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","PEG":"公务集团","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","NVD2.UK":"2X NVIDIA ETP","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","NVD3.UK":"LS 3X NVIDIA","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","NVDS.UK":"LS -1X NVIDIA","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","NVDD":"1倍做空NVDA ETF-Direxion","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","3NVD.UK":"LS 3X NVIDIA","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SNVD.UK":"LS -1X NVIDIA","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","NVIW.SI":"NVDA 3xLongSG261006","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","2NVD.UK":"2X NVIDIA ETP","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2025/03/22/1-trillion-reasons-to-buy-nvidias-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2521534246","content_text":"Nvidia expects data center infrastructure spending to top $1 trillion in 2028.The company is poised to get a lot of this business as it continues to push innovation.Meanwhile, the stock remains attractively priced.At its GTC conference,  NVIDIA  gave investors 1 trillion potential reasons to buy its stock. That came in the form of CEO Jensen Huang projecting that data center infrastructure capital expenditure (capex) would hit $1 trillion or more by 2028.Investors, nonetheless, largely shrugged off the robust forecast and other upbeat news from the event. That said, if Nvidia's projections come to fruition, the stock has a lot more upside from here.More growth to come$1 trillion in data center infrastructure capex by 2028 would be a continued acceleration of spending in the space, which would be great news for Nvidia. The company's graphics processing units (GPUs) have become the backbone of the artificial intelligence (AI) infrastructure buildout, due to their powerful data processing abilities and ease of use.In a chart from the presentation, Nvidia estimated 2024 data center infrastructure spending to be around $400 billion in 2024. For its past fiscal year (fiscal year 2025 ended in January), the company produced total revenue of $130.5 billion, of which $115.2 billion was from its data center segment. Meanwhile, research company Dell'Oro Group just estimated that 2024 data center infrastructure spending reached $455 billion. That translates into Nvidia currently capturing around 25% to 30% of this spending.If Nvidia was able to keep its current share of this spending, that would translate into between $250 billion to $300 billion in data center infrastructure revenue alone in 2028. The company plans to continue to lead the way with both its chips and its software. It introduced the new Blackwell Ultra GPU at the event, which will begin shipping in the second half of this year. The new Blackwell chips are more powerful, making them great for more time-sensitive services. Nvidia predicted Blackwell revenue would be much greater than the revenue it generated from its earlier Hopper architecture.Continuing with its chip innovation, the company is also set to introduce its new Vera Rubin chip, which will combine a GPU with its next-generation Rubin architecture and a custom-designed central processing unit (CPU), using Arm's technology. It said the CPU will be twice as fast as the off-the-shelf one used in its earlier Grace Blackwell chips. Meanwhile, it will look to increase the number of GPU dies in its current Blackwell chips from two to four with the \"Rubin Next\" chip that it plans to launch in the second half of 2027.Nvidia isn't just innovating on the hardware side. It also revealed a new open-source software system called Nvidia Dynamo that will help increase inference throughput and reduce costs. The company said the new software will help orchestrate and accelerate inference communication across thousands of GPUs. It said that Dynamo is not just an operating system for a data center, but for an entire AI factory.Nvidia doesn't just have its sights set on data centers, though. It's looking to tackle the robotics and autonomous driving markets as well. Huang proclaimed that \"the age of generalist robotics is here\" with the introduction of Isaac GROOT N1, which he called the world's first \"open Humanoid Robot foundation model.\" The model can be trained on real or synthetic data to help humanoid robots master tasks. The company thinks these robots will be able to fill menial labor jobs and help with a global 50-million-job shortage.The company will also team up with General Motors to help the automaker develop its own autonomous driving system. The move is somewhat surprising, since GM scrapped its prior attempt at a robotaxi business last year. The unit became mired in controversy when one of its Cruise robotaxis dragged a pedestrian down the road after the person was originally hit by another vehicle.Nvidia said that in addition to supplying GPUs, it will help GM build custom AI systems. GM will also use Nvidia's GPUs and software to train AI manufacturing models in order to build next-generation factory robots. This follows Nvidia striking a deal with Toyota last month to provide chips and software to help run its advanced driver-assistance features.Image source: Getty Images.Is the stock a buy?While Nvidia has been the biggest winner of the AI infrastructure buildout, it still has a very large opportunity in front of it. AI infrastructure spending is still increasing, and Nvidia is not resting on its laurels. It continues to drive innovation and is looking to make sure it's the winner in AI inference, not just AI training. Meanwhile, it's looking for growth beyond the data center into other large potential markets.At the same time, Nvidia's stock remains attractively valued following the recent market sell-off. The stock trades at a forward price-to-earnings (P/E) ratio of under 26 times this year's analyst estimates and a price/earnings-to-growth (PEG) below 0.5. A PEG of 1 is typically the threshold for a stock being considered undervalued, and Nvidia's multiple is way below this mark.As such, Nvidia looks like a solid long-term buy at these levels.","news_type":1,"symbols_score_info":{"NVDS":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDA":1,"SNVD.UK":0.6,"PEG":1,"NVD2.UK":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVDX":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416553492386384,"gmtCreate":1742705685537,"gmtModify":1742705689488,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"If the stock market is a person, I would say you are very human like me. But it would be better if Mr Stock Market will use more rationality &amp; less emotions in your prices.","listText":"If the stock market is a person, I would say you are very human like me. But it would be better if Mr Stock Market will use more rationality &amp; less emotions in your prices.","text":"If the stock market is a person, I would say you are very human like me. But it would be better if Mr Stock Market will use more rationality & less emotions in your prices.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/416553492386384","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416512141099600,"gmtCreate":1742695590008,"gmtModify":1742695593175,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"There will be a floor before it rebounds.","listText":"There will be a floor before it rebounds.","text":"There will be a floor before it rebounds.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416512141099600","repostId":"2521659219","repostType":2,"repost":{"id":"2521659219","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":1742691657,"share":"https://ttm.financial/m/news/2521659219?lang=en_US&edition=fundamental","pubTime":"2025-03-23 09:00","market":"nz","language":"en","title":"Why Bitcoin's Plunge Could Have Further to Go Despite Its Recent Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2521659219","media":"Dow Jones","summary":"Bitcoin has already has plunged more than 20% from its record high two months ago, but the fall may not be over yet, according to analysts.The largest crypto  traded at around $84,353 Friday afternoon, roughly 23% below its record high at $109,225 reached on Jan. 20, the day of President Donald Trump's inauguration, according to Dow Jones Market Data.Concerns around Trump's tariff policies sent bitcoin to as low as under $80,000 on March 11, the lowest level since November. However, after the Federal Reserve's meeting on Wednesday, bitcoin bounced - rising over 5% to above $87,000 briefly, from below $83,000 - as traders cheered the Fed's decision to slow the pace of shrinking its balance sheet, a process known as quantitative tightening.From a technical perspective, bitcoin may fall toward $70,000 before it resumes its rally, Magadini said. While a bear market is typically defined as a fall of at least 20% from an asset's peak, crypto proponents have been reluctant to apply that metri","content":"<html><head></head><body><p>Bitcoin has already has plunged more than 20% from its record high two months ago, but the fall may not be over yet, according to analysts.</p><p>The largest crypto (BTCUSD) traded at around $84,353 Friday afternoon, roughly 23% below its record high at $109,225 reached on Jan. 20, the day of President Donald Trump&#39;s inauguration, according to Dow Jones Market Data.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9710b0a7b0e55866c5a02d9419ca7fcc\" tg-width=\"579\" tg-height=\"396\"/></p><p>Concerns around Trump&#39;s tariff policies sent bitcoin to as low as under $80,000 on March 11, the lowest level since November. However, after the Federal Reserve&#39;s meeting on Wednesday, bitcoin bounced - rising over 5% to above $87,000 briefly, from below $83,000 - as traders cheered the Fed&#39;s decision to slow the pace of shrinking its balance sheet, a process known as quantitative tightening.</p><p>A slowdown in quantitative tightening may lead to increased liquidity and, in turn, benefit risk assets like cryptocurrencies, according to Shubh Varma, chief executive and co-founder at crypto research platform Hyblock Capital.</p><p>Options-market positioning for bitcoin also has normalized, with the so-called skew - or the difference in pricing or implied volatility between put options and call options - shifting toward calls, noted analysts at crypto trading firm QCP Capital.</p><p>It shows that traders are becoming more bullish after the Fed meeting, as call options are becoming more expensive or appearing in higher demand than put options. This stands in contrast to earlier in the week, the QCP analysts wrote in a Thursday note.</p><p>Put options give traders the right, but not the obligation, to sell an underlying security at a specified price within a set time frame, while call options give traders the right to buy such assets.</p><p>Still, bitcoin faces further downside risks as macroeconomic conditions remain unclear, according to Greg Magadini, director of derivatives at Amberdata. The options skew may soon shift in favor of puts again, he noted.</p><p>Fears around the uncertainty of Trump&#39;s tariff policies have been weighing on both stocks and crypto for the past few weeks, and it doesn&#39;t appear that such assets have found their bottom yet, Magadini said in a phone interview.</p><p>&#34;The markets still need to understand how tariffs are going to affect global trade and global growth, and then we still need to see how tariffs are going to affect inflation and how rates will respond in reaction to that,&#34; he said.</p><p>Fed-funds futures were pricing in an 89.1% chance that the U.S. central bank will cut its key interest rate at least twice this year, according to the CME FedWatch Tool.</p><p>From a technical perspective, bitcoin may fall toward $70,000 before it resumes its rally, Magadini said. While a bear market is typically defined as a fall of at least 20% from an asset&#39;s peak, crypto proponents have been reluctant to apply that metric to less established sectors like digital assets.</p><p>A major factor has been the unpredictability of Trump&#39;s policy announcements, which &#34;creates an environment where he could post something market-moving at any time. Crypto, as a reflexive asset class dependent on trend-following flows, is especially vulnerable in such a skittish environment,&#34; Sean Farrell, head of digital-asset strategy at Fundstrat, wrote in a Friday note.</p><p>In addition, CryptoQuant, a research firm that tracks blockchain data, said its Bull Score Index - which measures bullish metrics out of a total of 10 key indicators that track Bitcoin&#39;s network activity, investor behavior, demand and market liquidity - stands at 20, the lowest level since January 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/197e1847d27a97ef55f49da5d760fe5f\" tg-width=\"700\" tg-height=\"153\"/></p><p>If the index remains below 40 for a prolonged period, it may indicate a continuation of bearish market conditions, according to analysts at CryptoQuant.</p><p>Bitcoin has historically only seen sustained major price rallies when the bull score is above 60, the analysts wrote in a Thursday note.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/635c45d93aea0e5774daddc1b5e287e5\" tg-width=\"700\" tg-height=\"159\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Bitcoin's Plunge Could Have Further to Go Despite Its Recent Bounce</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 Bitcoin's Plunge Could Have Further to Go Despite Its Recent Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-23 09:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bitcoin has already has plunged more than 20% from its record high two months ago, but the fall may not be over yet, according to analysts.</p><p>The largest crypto (BTCUSD) traded at around $84,353 Friday afternoon, roughly 23% below its record high at $109,225 reached on Jan. 20, the day of President Donald Trump&#39;s inauguration, according to Dow Jones Market Data.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9710b0a7b0e55866c5a02d9419ca7fcc\" tg-width=\"579\" tg-height=\"396\"/></p><p>Concerns around Trump&#39;s tariff policies sent bitcoin to as low as under $80,000 on March 11, the lowest level since November. However, after the Federal Reserve&#39;s meeting on Wednesday, bitcoin bounced - rising over 5% to above $87,000 briefly, from below $83,000 - as traders cheered the Fed&#39;s decision to slow the pace of shrinking its balance sheet, a process known as quantitative tightening.</p><p>A slowdown in quantitative tightening may lead to increased liquidity and, in turn, benefit risk assets like cryptocurrencies, according to Shubh Varma, chief executive and co-founder at crypto research platform Hyblock Capital.</p><p>Options-market positioning for bitcoin also has normalized, with the so-called skew - or the difference in pricing or implied volatility between put options and call options - shifting toward calls, noted analysts at crypto trading firm QCP Capital.</p><p>It shows that traders are becoming more bullish after the Fed meeting, as call options are becoming more expensive or appearing in higher demand than put options. This stands in contrast to earlier in the week, the QCP analysts wrote in a Thursday note.</p><p>Put options give traders the right, but not the obligation, to sell an underlying security at a specified price within a set time frame, while call options give traders the right to buy such assets.</p><p>Still, bitcoin faces further downside risks as macroeconomic conditions remain unclear, according to Greg Magadini, director of derivatives at Amberdata. The options skew may soon shift in favor of puts again, he noted.</p><p>Fears around the uncertainty of Trump&#39;s tariff policies have been weighing on both stocks and crypto for the past few weeks, and it doesn&#39;t appear that such assets have found their bottom yet, Magadini said in a phone interview.</p><p>&#34;The markets still need to understand how tariffs are going to affect global trade and global growth, and then we still need to see how tariffs are going to affect inflation and how rates will respond in reaction to that,&#34; he said.</p><p>Fed-funds futures were pricing in an 89.1% chance that the U.S. central bank will cut its key interest rate at least twice this year, according to the CME FedWatch Tool.</p><p>From a technical perspective, bitcoin may fall toward $70,000 before it resumes its rally, Magadini said. While a bear market is typically defined as a fall of at least 20% from an asset&#39;s peak, crypto proponents have been reluctant to apply that metric to less established sectors like digital assets.</p><p>A major factor has been the unpredictability of Trump&#39;s policy announcements, which &#34;creates an environment where he could post something market-moving at any time. Crypto, as a reflexive asset class dependent on trend-following flows, is especially vulnerable in such a skittish environment,&#34; Sean Farrell, head of digital-asset strategy at Fundstrat, wrote in a Friday note.</p><p>In addition, CryptoQuant, a research firm that tracks blockchain data, said its Bull Score Index - which measures bullish metrics out of a total of 10 key indicators that track Bitcoin&#39;s network activity, investor behavior, demand and market liquidity - stands at 20, the lowest level since January 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/197e1847d27a97ef55f49da5d760fe5f\" tg-width=\"700\" tg-height=\"153\"/></p><p>If the index remains below 40 for a prolonged period, it may indicate a continuation of bearish market conditions, according to analysts at CryptoQuant.</p><p>Bitcoin has historically only seen sustained major price rallies when the bull score is above 60, the analysts wrote in a Thursday note.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/635c45d93aea0e5774daddc1b5e287e5\" tg-width=\"700\" tg-height=\"159\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4601":"加密货币现货ETF","BTBT":"Bit Digital, Inc.","HODL":"比特币ETF-VanEck","NCTY":"第九城市","BTCW":"比特币ETF-Wisdom Tree","CAN":"嘉楠科技","DEFI":"比特币期货ETF-Hashdex","BITB":"比特币ETF-Bitwise","COIN":"Coinbase Global, Inc.","MARA":"MARA Holdings","BK4585":"ETF&股票定投概念","BK1611":"加密货币现货ETF","IBIT":"比特币ETF-iShares","MSTR":"Strategy","SOS":"SOS Limited","BITO":"比特币期货ETF-ProShares","BRRR":"比特币ETF-CoinShares","EBON":"亿邦国际","ARKB":"比特币ETF-21Shares","CLSK":"CleanSpark, Inc.","EZBC":"比特币ETF-Franklin","RIOT":"Riot Platforms","FBTC":"比特币ETF-Fidelity","GBTC":"比特币ETF-Grayscale","BTM":"Bitcoin Depot Inc.","BTCO":"比特币ETF-Invesco Galaxy","BK4588":"碎股","BK4594":"比特币ETF概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2521659219","content_text":"Bitcoin has already has plunged more than 20% from its record high two months ago, but the fall may not be over yet, according to analysts.The largest crypto (BTCUSD) traded at around $84,353 Friday afternoon, roughly 23% below its record high at $109,225 reached on Jan. 20, the day of President Donald Trump's inauguration, according to Dow Jones Market Data.Concerns around Trump's tariff policies sent bitcoin to as low as under $80,000 on March 11, the lowest level since November. However, after the Federal Reserve's meeting on Wednesday, bitcoin bounced - rising over 5% to above $87,000 briefly, from below $83,000 - as traders cheered the Fed's decision to slow the pace of shrinking its balance sheet, a process known as quantitative tightening.A slowdown in quantitative tightening may lead to increased liquidity and, in turn, benefit risk assets like cryptocurrencies, according to Shubh Varma, chief executive and co-founder at crypto research platform Hyblock Capital.Options-market positioning for bitcoin also has normalized, with the so-called skew - or the difference in pricing or implied volatility between put options and call options - shifting toward calls, noted analysts at crypto trading firm QCP Capital.It shows that traders are becoming more bullish after the Fed meeting, as call options are becoming more expensive or appearing in higher demand than put options. This stands in contrast to earlier in the week, the QCP analysts wrote in a Thursday note.Put options give traders the right, but not the obligation, to sell an underlying security at a specified price within a set time frame, while call options give traders the right to buy such assets.Still, bitcoin faces further downside risks as macroeconomic conditions remain unclear, according to Greg Magadini, director of derivatives at Amberdata. The options skew may soon shift in favor of puts again, he noted.Fears around the uncertainty of Trump's tariff policies have been weighing on both stocks and crypto for the past few weeks, and it doesn't appear that such assets have found their bottom yet, Magadini said in a phone interview.\"The markets still need to understand how tariffs are going to affect global trade and global growth, and then we still need to see how tariffs are going to affect inflation and how rates will respond in reaction to that,\" he said.Fed-funds futures were pricing in an 89.1% chance that the U.S. central bank will cut its key interest rate at least twice this year, according to the CME FedWatch Tool.From a technical perspective, bitcoin may fall toward $70,000 before it resumes its rally, Magadini said. While a bear market is typically defined as a fall of at least 20% from an asset's peak, crypto proponents have been reluctant to apply that metric to less established sectors like digital assets.A major factor has been the unpredictability of Trump's policy announcements, which \"creates an environment where he could post something market-moving at any time. Crypto, as a reflexive asset class dependent on trend-following flows, is especially vulnerable in such a skittish environment,\" Sean Farrell, head of digital-asset strategy at Fundstrat, wrote in a Friday note.In addition, CryptoQuant, a research firm that tracks blockchain data, said its Bull Score Index - which measures bullish metrics out of a total of 10 key indicators that track Bitcoin's network activity, investor behavior, demand and market liquidity - stands at 20, the lowest level since January 2023.If the index remains below 40 for a prolonged period, it may indicate a continuation of bearish market conditions, according to analysts at CryptoQuant.Bitcoin has historically only seen sustained major price rallies when the bull score is above 60, the analysts wrote in a Thursday note.","news_type":1,"symbols_score_info":{"DEFI":1.1,"US6M.BOND":0.84,"BTCO":1.1,"BTCM":1.1,"IBIT":1.1,"BITO":1.1,"SOS":1.1,"BTBT":1.1,"CLSK":1.1,"US2Y.BOND":0.84,"US10Y.BOND":0.84,"BITB":1.1,"EZBC":1.1,"US12M.BOND":0.84,"BTCW":1.1,"BTM":1.1,"US7Y.BOND":0.84,"BRRR":1.1,"RIOT":1.1,"COIN":1.1,"EBON":1.1,"US30Y.BOND":0.84,"MSTR":1.1,"MARA":1.1,"CAN":1.1,"HODL":1.1,"ARKB":1.1,"US3Y.BOND":0.84,"US5Y.BOND":0.84,"FBTC":1.1,"GBTC":1.1,"NCTY":1.1}},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":415502700163344,"gmtCreate":1742451669901,"gmtModify":1742451714959,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4201507659052472","authorIdStr":"4201507659052472"},"themes":[],"htmlText":"A reflection of crypto optimism.&nbsp;","listText":"A reflection of crypto optimism.&nbsp;","text":"A reflection of crypto optimism.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/415502700163344","repostId":"1134827931","repostType":4,"repost":{"id":"1134827931","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":1742429156,"share":"https://ttm.financial/m/news/1134827931?lang=en_US&edition=fundamental","pubTime":"2025-03-20 08:05","market":"us","language":"en","title":"Bitcoin Tops $87,000; Crypto Stocks Continue to Rise In Overnight Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1134827931","media":"Tiger Newspress","summary":"Major cryptocurrencies including Bitcoin, Ethereum, and Solana are up—along with U.S. equities—after the Federal Reserve on Wednesday held interest rates steady and the central bank's chair gave a cal","content":"<html><head></head><body><p>Major cryptocurrencies including Bitcoin, Ethereum, and Solana are up—along with U.S. equities—after the Federal Reserve on Wednesday held interest rates steady and the central bank&#39;s chair gave a calming press conference.</p><p>Meanwhile, President Donald Trump is expected to deliver a speech at Blockworks’ Digital Asset Summit (DAS) in New York City on March 20. This will be the first time a sitting U.S. president has addressed a Bitcoin and crypto conference, highlighting the growing influence of digital assets in mainstream financial policy.</p><p>Now, Bitcoin topped $87,000, marking a two-week high. Crypto stocks continued to rise in overnight trading. <a href=\"https://laohu8.com/S/MSTR\">Strategy</a> rose 4%; <a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a> and <a href=\"https://laohu8.com/S/HUT\">Hut 8 Mining Corp</a> rose 3%; <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> and <a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a> rose 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2bf06ef9eed6b2c8844168b6efc4e17d\" title=\"\" tg-width=\"536\" tg-height=\"320\"/></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>Bitcoin Tops $87,000; Crypto Stocks Continue to Rise In Overnight Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBitcoin Tops $87,000; Crypto Stocks Continue to Rise In Overnight Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-03-20 08:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Major cryptocurrencies including Bitcoin, Ethereum, and Solana are up—along with U.S. equities—after the Federal Reserve on Wednesday held interest rates steady and the central bank&#39;s chair gave a calming press conference.</p><p>Meanwhile, President Donald Trump is expected to deliver a speech at Blockworks’ Digital Asset Summit (DAS) in New York City on March 20. This will be the first time a sitting U.S. president has addressed a Bitcoin and crypto conference, highlighting the growing influence of digital assets in mainstream financial policy.</p><p>Now, Bitcoin topped $87,000, marking a two-week high. Crypto stocks continued to rise in overnight trading. <a href=\"https://laohu8.com/S/MSTR\">Strategy</a> rose 4%; <a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a> and <a href=\"https://laohu8.com/S/HUT\">Hut 8 Mining Corp</a> rose 3%; <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> and <a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a> rose 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2bf06ef9eed6b2c8844168b6efc4e17d\" title=\"\" tg-width=\"536\" tg-height=\"320\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"MARA Holdings","SOS":"SOS Limited","RIOT":"Riot Platforms","CLSK":"CleanSpark, Inc.","COIN":"Coinbase Global, Inc.","BTBT":"Bit Digital, Inc.","BITO":"比特币期货ETF-ProShares","NCTY":"第九城市","BTM":"Bitcoin Depot Inc.","MSTR":"Strategy","GBTC":"比特币ETF-Grayscale","CAN":"嘉楠科技","EBON":"亿邦国际"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134827931","content_text":"Major cryptocurrencies including Bitcoin, Ethereum, and Solana are up—along with U.S. equities—after the Federal Reserve on Wednesday held interest rates steady and the central bank's chair gave a calming press conference.Meanwhile, President Donald Trump is expected to deliver a speech at Blockworks’ Digital Asset Summit (DAS) in New York City on March 20. This will be the first time a sitting U.S. president has addressed a Bitcoin and crypto conference, highlighting the growing influence of digital assets in mainstream financial policy.Now, Bitcoin topped $87,000, marking a two-week high. Crypto stocks continued to rise in overnight trading. Strategy rose 4%; MARA Holdings and Hut 8 Mining Corp rose 3%; Coinbase Global, Inc. and Riot Platforms rose 2%.","news_type":1,"symbols_score_info":{"MARA":1.1,"NCTY":1.1,"EBON":1.1,"COIN":1.1,"BTCM":1.1,"MSTR":1.1,"GBTC":1.1,"CAN":1.1,"BTBT":1.1,"BITO":1.1,"CLSK":1.1,"SOS":1.1,"BTM":1.1,"RIOT":1.1}},"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":421561264934960,"gmtCreate":1743925001414,"gmtModify":1743925004836,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4201507659052472","idStr":"4201507659052472"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> Dont liquidate. Nividia was at USD 124 a few mths ago before it is now below USD 100. At the height of financial crisis, Citibank was only $7. My point is crisis will drive prices down deeper even for good stocks like Nvidia and the Mag 7. There is a silver lining in all this. Time in the market is the right investment strategy.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> Dont liquidate. Nividia was at USD 124 a few mths ago before it is now below USD 100. At the height of financial crisis, Citibank was only $7. My point is crisis will drive prices down deeper even for good stocks like Nvidia and the Mag 7. There is a silver lining in all this. Time in the market is the right investment strategy.&nbsp;","text":"$NVIDIA(NVDA)$ Dont liquidate. Nividia was at USD 124 a few mths ago before it is now below USD 100. At the height of financial crisis, Citibank was only $7. My point is crisis will drive prices down deeper even for good stocks like Nvidia and the Mag 7. There is a silver lining in all this. Time in the market is the right investment strategy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":82,"commentSize":0,"repostSize":450,"link":"https://ttm.financial/post/421561264934960","isVote":1,"tweetType":1,"viewCount":17394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421433644224600,"gmtCreate":1743919877844,"gmtModify":1743919881546,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4201507659052472","idStr":"4201507659052472"},"themes":[],"htmlText":"Stay invested. Cheaper to buy now. I have auto invested in it &amp; the othermag 7 so as to avoid timing the market.&nbsp;","listText":"Stay invested. Cheaper to buy now. I have auto invested in it &amp; the othermag 7 so as to avoid timing the market.&nbsp;","text":"Stay invested. Cheaper to buy now. I have auto invested in it & the othermag 7 so as to avoid timing the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/421433644224600","repostId":"2524821047","repostType":2,"repost":{"id":"2524821047","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":1743904800,"share":"https://ttm.financial/m/news/2524821047?lang=en_US&edition=fundamental","pubTime":"2025-04-06 10:00","market":"us","language":"en","title":"Is Nvidia’s Bubble Bursting? The Stock Is Cheap — If You Can Stomach This One Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2524821047","media":"Dow Jones","summary":"Nvidia’s fundamentals look good even as the stock gets pounded, but investors who want to maintain exposure need to watch its Big Tech customers’ spending trendsNvidia’s stock is taking a hit from tar","content":"<html><head></head><body><p>Nvidia’s fundamentals look good even as the stock gets pounded, but investors who want to maintain exposure need to watch its Big Tech customers’ spending trends</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12587741e1591d863f54c8139fb46d4d\" alt=\"Nvidia’s stock is taking a hit from tariff fears.\" title=\"Nvidia’s stock is taking a hit from tariff fears.\" tg-width=\"921\" tg-height=\"609\"/><span>Nvidia’s stock is taking a hit from tariff fears.</span></p><p>Nvidia Corp.’s stock continues to get slammed, with a 14% weekly decline putting it on pace for its worst such drop since January. That was when DeepSeek made investors question whether massive spending on artificial intelligence was sustainable.</p><p style=\"text-align: start;\">The onetime stock-market darling hasn’t been able to catch a break at all this year, and it’s down 35.9% from its peak close, achieved in early January. The selling escalated this week as the sweeping tariffs announced by President Donald Trump on Wednesday sparked renewed fears of a global economic slowdown, leading investors to continue to dump risky tech stocks.</p><p>The group of megacap tech stocks known as the Magnificent Seven collectively lost $1.03 trillion in market capitalization on Thursday in what was the largest one-day market-cap decline on record for the grouping, according to Dow Jones Market Data.</p><p style=\"text-align: start;\">Investors who traded through the dot-com bust are having flashbacks, and the hype around Nvidia has some questioning whether the chip maker is just another Cisco Systems Inc.</p><h3 id=\"id_1863875813\" style=\"text-align: start;\">Is Nvidia the next Cisco?</h3><p style=\"text-align: start;\">As the main hardware provider for the AI boom, Nvidia is often compared to Cisco, the internet’s hardware provider. Both companies experienced tremendous growth. Cisco’s stock ran up by over 3,750% before plunging, and two decades later, it hasn’t recovered. Some fear Nvidia’s fate could be similar, but the chip giant’s fundamentals appear to be on a more solid footing.</p><p style=\"text-align: start;\">Below are two charts from Research Affiliates. The first chart shows Nvidia’s price being driven by a high price-to-earnings multiple (in blue), which peaked at 194.6, while growth in earnings per share (in yellow) was still negative. Simply put, investors were willing to pay a hefty price of about $195 for every $1 the company earned, as they expected revenue to pick up. Those expectations eventually paid off as revenue soared and earnings began to drive a larger percentage of the share price, compressing the P/E ratio.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4555d1a5b5aad84d4e10103cc3b828e0\" alt=\"Photo: Research Affiliates\" title=\"Photo: Research Affiliates\" tg-width=\"1046\" tg-height=\"611\"/><span>Photo: Research Affiliates</span></p><p>In contrast, the chart below shows how Cisco’s price was dominantly driven by a high P/E ratio rather than by earnings per share, even as EPS rose.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9a883e940120207c415473ff0c9c07d\" alt=\"Photo: Research Affiliates\" title=\"Photo: Research Affiliates\" tg-width=\"1047\" tg-height=\"725\"/><span>Photo: Research Affiliates</span></p><p>The same dynamic is true for the remainder of Big Tech, with the top 10 stocks accounting for 28.8% of total market earnings by the end of 2024. In 2000, the top names only made up 16.1% of total earnings, according to Research Affiliates. In other words, the devil is in the details — or in this case, the data.</p><p>Nvidia is expected to continue its positive trend, with sales estimated to grow by 57% into January 2026, according to FactSet. Its forward P/E estimate for January 2026 is expected to compress to 22, while EPS is projected to rise to $4.53 from $2.94 a year earlier, according to FactSet. Morningstar’s fair-value estimate for the stock, which takes into account fundamentals, uncertainty and quantitative factors, is set at $130, which means the stock is cheap on a price basis. It’s trading near $96 on Friday.</p><p style=\"text-align: start;\">But the outlook could change if revenues get hit. The maker of graphics processing units must navigate an environment with deep uncertainties. Investors are on standby for further clarity on tariffs for chip makers and on countertariffs that other countries may impose. The Trump administration excluded chips from its latest round of tariffs as it works on specific policies and tariffs for the sector, but semiconductors are still a part of finished goods like personal computers and servers that are subject to tariffs already in place.</p><p style=\"text-align: start;\">The company’s reliance on big spending from data centers will be in question once there’s further clarity. Big tech companies expanding their AI capabilities have fixed capital expenditures for infrastructure and may cut that spending back to the amount equal to the cost of tariffs, said Gil Luria, head of technology research at D.A. Davidson.</p><p style=\"text-align: start;\">Luria added that the large spending budgets put out by Microsoft Corp., Meta Platforms Inc., Alphabet Inc. and Amazon.com Inc. were done ahead of demand and at a time when business was booming. That level of spending may not be matched in a weaker economy.</p><p style=\"text-align: start;\">Investors with exposure to Nvidia will need to pay attention in the next round of earnings calls to see if the company’s customers plan to cut back on their data-center buildouts.</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>Is Nvidia’s Bubble Bursting? The Stock Is Cheap — If You Can Stomach This One Risk</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\">\nIs Nvidia’s Bubble Bursting? The Stock Is Cheap — If You Can Stomach This One Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-06 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia’s fundamentals look good even as the stock gets pounded, but investors who want to maintain exposure need to watch its Big Tech customers’ spending trends</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12587741e1591d863f54c8139fb46d4d\" alt=\"Nvidia’s stock is taking a hit from tariff fears.\" title=\"Nvidia’s stock is taking a hit from tariff fears.\" tg-width=\"921\" tg-height=\"609\"/><span>Nvidia’s stock is taking a hit from tariff fears.</span></p><p>Nvidia Corp.’s stock continues to get slammed, with a 14% weekly decline putting it on pace for its worst such drop since January. That was when DeepSeek made investors question whether massive spending on artificial intelligence was sustainable.</p><p style=\"text-align: start;\">The onetime stock-market darling hasn’t been able to catch a break at all this year, and it’s down 35.9% from its peak close, achieved in early January. The selling escalated this week as the sweeping tariffs announced by President Donald Trump on Wednesday sparked renewed fears of a global economic slowdown, leading investors to continue to dump risky tech stocks.</p><p>The group of megacap tech stocks known as the Magnificent Seven collectively lost $1.03 trillion in market capitalization on Thursday in what was the largest one-day market-cap decline on record for the grouping, according to Dow Jones Market Data.</p><p style=\"text-align: start;\">Investors who traded through the dot-com bust are having flashbacks, and the hype around Nvidia has some questioning whether the chip maker is just another Cisco Systems Inc.</p><h3 id=\"id_1863875813\" style=\"text-align: start;\">Is Nvidia the next Cisco?</h3><p style=\"text-align: start;\">As the main hardware provider for the AI boom, Nvidia is often compared to Cisco, the internet’s hardware provider. Both companies experienced tremendous growth. Cisco’s stock ran up by over 3,750% before plunging, and two decades later, it hasn’t recovered. Some fear Nvidia’s fate could be similar, but the chip giant’s fundamentals appear to be on a more solid footing.</p><p style=\"text-align: start;\">Below are two charts from Research Affiliates. The first chart shows Nvidia’s price being driven by a high price-to-earnings multiple (in blue), which peaked at 194.6, while growth in earnings per share (in yellow) was still negative. Simply put, investors were willing to pay a hefty price of about $195 for every $1 the company earned, as they expected revenue to pick up. Those expectations eventually paid off as revenue soared and earnings began to drive a larger percentage of the share price, compressing the P/E ratio.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4555d1a5b5aad84d4e10103cc3b828e0\" alt=\"Photo: Research Affiliates\" title=\"Photo: Research Affiliates\" tg-width=\"1046\" tg-height=\"611\"/><span>Photo: Research Affiliates</span></p><p>In contrast, the chart below shows how Cisco’s price was dominantly driven by a high P/E ratio rather than by earnings per share, even as EPS rose.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9a883e940120207c415473ff0c9c07d\" alt=\"Photo: Research Affiliates\" title=\"Photo: Research Affiliates\" tg-width=\"1047\" tg-height=\"725\"/><span>Photo: Research Affiliates</span></p><p>The same dynamic is true for the remainder of Big Tech, with the top 10 stocks accounting for 28.8% of total market earnings by the end of 2024. In 2000, the top names only made up 16.1% of total earnings, according to Research Affiliates. In other words, the devil is in the details — or in this case, the data.</p><p>Nvidia is expected to continue its positive trend, with sales estimated to grow by 57% into January 2026, according to FactSet. Its forward P/E estimate for January 2026 is expected to compress to 22, while EPS is projected to rise to $4.53 from $2.94 a year earlier, according to FactSet. Morningstar’s fair-value estimate for the stock, which takes into account fundamentals, uncertainty and quantitative factors, is set at $130, which means the stock is cheap on a price basis. It’s trading near $96 on Friday.</p><p style=\"text-align: start;\">But the outlook could change if revenues get hit. The maker of graphics processing units must navigate an environment with deep uncertainties. Investors are on standby for further clarity on tariffs for chip makers and on countertariffs that other countries may impose. The Trump administration excluded chips from its latest round of tariffs as it works on specific policies and tariffs for the sector, but semiconductors are still a part of finished goods like personal computers and servers that are subject to tariffs already in place.</p><p style=\"text-align: start;\">The company’s reliance on big spending from data centers will be in question once there’s further clarity. Big tech companies expanding their AI capabilities have fixed capital expenditures for infrastructure and may cut that spending back to the amount equal to the cost of tariffs, said Gil Luria, head of technology research at D.A. Davidson.</p><p style=\"text-align: start;\">Luria added that the large spending budgets put out by Microsoft Corp., Meta Platforms Inc., Alphabet Inc. and Amazon.com Inc. were done ahead of demand and at a time when business was booming. That level of spending may not be matched in a weaker economy.</p><p style=\"text-align: start;\">Investors with exposure to Nvidia will need to pay attention in the next round of earnings calls to see if the company’s customers plan to cut back on their data-center buildouts.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4550":"红杉资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4588":"碎股","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4551":"寇图资本持仓","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4573":"虚拟现实","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","NVDA":"英伟达","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2524821047","content_text":"Nvidia’s fundamentals look good even as the stock gets pounded, but investors who want to maintain exposure need to watch its Big Tech customers’ spending trendsNvidia’s stock is taking a hit from tariff fears.Nvidia Corp.’s stock continues to get slammed, with a 14% weekly decline putting it on pace for its worst such drop since January. That was when DeepSeek made investors question whether massive spending on artificial intelligence was sustainable.The onetime stock-market darling hasn’t been able to catch a break at all this year, and it’s down 35.9% from its peak close, achieved in early January. The selling escalated this week as the sweeping tariffs announced by President Donald Trump on Wednesday sparked renewed fears of a global economic slowdown, leading investors to continue to dump risky tech stocks.The group of megacap tech stocks known as the Magnificent Seven collectively lost $1.03 trillion in market capitalization on Thursday in what was the largest one-day market-cap decline on record for the grouping, according to Dow Jones Market Data.Investors who traded through the dot-com bust are having flashbacks, and the hype around Nvidia has some questioning whether the chip maker is just another Cisco Systems Inc.Is Nvidia the next Cisco?As the main hardware provider for the AI boom, Nvidia is often compared to Cisco, the internet’s hardware provider. Both companies experienced tremendous growth. Cisco’s stock ran up by over 3,750% before plunging, and two decades later, it hasn’t recovered. Some fear Nvidia’s fate could be similar, but the chip giant’s fundamentals appear to be on a more solid footing.Below are two charts from Research Affiliates. The first chart shows Nvidia’s price being driven by a high price-to-earnings multiple (in blue), which peaked at 194.6, while growth in earnings per share (in yellow) was still negative. Simply put, investors were willing to pay a hefty price of about $195 for every $1 the company earned, as they expected revenue to pick up. Those expectations eventually paid off as revenue soared and earnings began to drive a larger percentage of the share price, compressing the P/E ratio.Photo: Research AffiliatesIn contrast, the chart below shows how Cisco’s price was dominantly driven by a high P/E ratio rather than by earnings per share, even as EPS rose.Photo: Research AffiliatesThe same dynamic is true for the remainder of Big Tech, with the top 10 stocks accounting for 28.8% of total market earnings by the end of 2024. In 2000, the top names only made up 16.1% of total earnings, according to Research Affiliates. In other words, the devil is in the details — or in this case, the data.Nvidia is expected to continue its positive trend, with sales estimated to grow by 57% into January 2026, according to FactSet. Its forward P/E estimate for January 2026 is expected to compress to 22, while EPS is projected to rise to $4.53 from $2.94 a year earlier, according to FactSet. Morningstar’s fair-value estimate for the stock, which takes into account fundamentals, uncertainty and quantitative factors, is set at $130, which means the stock is cheap on a price basis. It’s trading near $96 on Friday.But the outlook could change if revenues get hit. The maker of graphics processing units must navigate an environment with deep uncertainties. Investors are on standby for further clarity on tariffs for chip makers and on countertariffs that other countries may impose. The Trump administration excluded chips from its latest round of tariffs as it works on specific policies and tariffs for the sector, but semiconductors are still a part of finished goods like personal computers and servers that are subject to tariffs already in place.The company’s reliance on big spending from data centers will be in question once there’s further clarity. Big tech companies expanding their AI capabilities have fixed capital expenditures for infrastructure and may cut that spending back to the amount equal to the cost of tariffs, said Gil Luria, head of technology research at D.A. Davidson.Luria added that the large spending budgets put out by Microsoft Corp., Meta Platforms Inc., Alphabet Inc. and Amazon.com Inc. were done ahead of demand and at a time when business was booming. That level of spending may not be matched in a weaker economy.Investors with exposure to Nvidia will need to pay attention in the next round of earnings calls to see if the company’s customers plan to cut back on their data-center buildouts.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575712158925738","authorId":"3575712158925738","name":"JP25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575712158925738","idStr":"3575712158925738"},"content":"Yeah I feel now is a good time to buy in some stocks at cheap stock, despite fearing that it can drop further. If I don't buy, do I wait till it rebounds back and I go in again.. by then, I will be hesitant again.","text":"Yeah I feel now is a good time to buy in some stocks at cheap stock, despite fearing that it can drop further. If I don't buy, do I wait till it rebounds back and I go in again.. by then, I will be hesitant again.","html":"Yeah I feel now is a good time to buy in some stocks at cheap stock, despite fearing that it can drop further. If I don't buy, do I wait till it rebounds back and I go in again.. by then, I will be hesitant again."},{"author":{"id":"3573224442106890","authorId":"3573224442106890","name":"b1ackm1rr0r","avatar":"https://community-static.tradeup.com/news/56cac7d3817d44369a279380930ec7c3","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3573224442106890","idStr":"3573224442106890"},"content":"it’s just feels like this week going to be harsh and turbulent, probably next friday (11th apr) is ok to invest.","text":"it’s just feels like this week going to be harsh and turbulent, probably next friday (11th apr) is ok to invest.","html":"it’s just feels like this week going to be harsh and turbulent, probably next friday (11th apr) is ok to invest."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":411682134806984,"gmtCreate":1741502764654,"gmtModify":1741503406415,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4201507659052472","idStr":"4201507659052472"},"themes":[],"htmlText":"Traders &amp; voters who support Trump deserve what &amp; who they voted for. Trump was very clear in his campaign on what he is pledging to do from big oil to crypto and correcting systemic trade imbalances via tarrifing every trading partner of US. Such policies are essentially inflationary &amp; markets will react badly to them.&nbsp;&nbsp;&nbsp;You canot have a normal market cycle when so many shocks are injected into the financial markets.[Spurting]&nbsp;&nbsp;","listText":"Traders &amp; voters who support Trump deserve what &amp; who they voted for. Trump was very clear in his campaign on what he is pledging to do from big oil to crypto and correcting systemic trade imbalances via tarrifing every trading partner of US. Such policies are essentially inflationary &amp; markets will react badly to them.&nbsp;&nbsp;&nbsp;You canot have a normal market cycle when so many shocks are injected into the financial markets.[Spurting]&nbsp;&nbsp;","text":"Traders & voters who support Trump deserve what & who they voted for. Trump was very clear in his campaign on what he is pledging to do from big oil to crypto and correcting systemic trade imbalances via tarrifing every trading partner of US. Such policies are essentially inflationary & markets will react badly to them. You canot have a normal market cycle when so many shocks are injected into the financial markets.[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/411682134806984","repostId":"1147988687","repostType":4,"repost":{"id":"1147988687","kind":"news","pubTimestamp":1741480818,"share":"https://ttm.financial/m/news/1147988687?lang=en_US&edition=fundamental","pubTime":"2025-03-09 08:40","market":"us","language":"en","title":"Traders Who Bought Trump’s \"Pro Growth\" Plan Now Pay for It","url":"https://stock-news.laohu8.com/highlight/detail?id=1147988687","media":"Bloomberg","summary":"Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has","content":"<div>\n<p>Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas\">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>Traders Who Bought Trump’s \"Pro Growth\" Plan Now Pay for It</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\">\nTraders Who Bought Trump’s \"Pro Growth\" Plan Now Pay for It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-09 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147988687","content_text":"Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has wiped out all of its gains since Donald Trump was elected president on the strength of what Wall Street considered his “pro-growth” agenda. Meanwhile, the technology-heavy Nasdaq 100 Index briefly slumped into a correction Friday after plunging more than 10% in 17 days as investors dump the winners that paced the soaring stock market over the past two years.Inflation remains sticky, unemployment is rising amid the Trump administration’s efforts to slash the federal payroll and growth is slowing from its previous breakneck pace. The combination is leading economists and sell-slide strategists to warn about a bumpy road ahead.“The stock market is very confused about Trump’s tariff plans,” said Jeremy Siegel, a finance professor at University of Pennsylvania famous for, among other things, calling technology shares “a sucker bet” in March 2000 as the dot-com bubble was peaking. “Is all of this just a negotiating tactic? We don’t know yet. I see an even bigger correction coming after over-exuberance.”Investors are at a crossroads, unsure which way to go. It’s most acute when it comes to Trump’s tariffs and the risk of a trade war, which has sent stocks on some wild swings. The S&P 500 just posted a move of more than 1% in either direction for six straight sessions, something it hasn’t done since November 2020, when Trump was in the midst of disputing the outcome of the election.Even the mega-tech stocks that have served as havens for so long, rising in the face of seemingly every challenge, are now leading the selloff. Nvidia Corp. has erased almost $1 trillion in market value in two months, briefly sliding below that level on Friday before dip buyers stepped in to inch it back above. And a Bloomberg Index of the Magnificent Seven tech stocks — Alphabet Inc., Amazon.com Inc., Apple Inc., Meta Platforms Inc., Microsoft Corp., Nvidia and Tesla Inc. — has dropped more than 12% in just three weeks.“This is an incredibly difficult market,” said Thomas Thornton, founder of Hedge Fund Telemetry, who is holding his highest level of cash. “People are still way too eager to buy. Good bottoms are when people can’t get out fast enough and nobody wants to buy.”From rookie retail traders to hedge fund pros, no one knows what the eventual cost of Trump’s sweeping policies really are. His pro-growth plans were tax cuts, deregulation and energy dominance. Tariffs were supposed to bring manufacturing back to the US and create jobs. But so far there’s little evidence of that. Just this week, Trump warned that Americans may feel a “little disturbance” from the trade wars with Canada, Mexico and China. He offered no word on when they’ll see the benefits from his tariff fights.All of this has mom-and-pop investors spooked. For the first time since 2022, the majority of individual investors say they believe stock prices will drop over the next six months, according to a survey by the American Association of Individual Investors. Fewer than 20% say they expect prices to rise over that period.“Be prepared for more ‘Trump pumps’ and ‘Trump dumps,’” said Dennis Dick, head of markets structure and a proprietary trader at Triple D Trading, who’s trading off rumors and headlines fighting trend-following algorithms. “The president never stops talking. It feels like my head is on a swivel.”The turbulent start to 2025 has Wall Street forecasters rethinking their bullish predictions for stocks at the start of the year. The average target predicted by a survey of two dozen strategists forecast that the S&P 500 would end 2025 at 6,511.36, based on data compiled by Bloomberg. That implies a roughly 13% rise from Friday’s close for a benchmark that’s already down about 2% for the year.“We knew that the optimistic interpretation of the initial year of the Trump administration was way off,” said Barry Bannister, chief equity strategist at Stifel, Nicolaus & Co., who was one of few strategists to predict a decline in stocks this year. “He is a disruptor and has to break down the old order if he’s going to remold some sort of new order, so we knew there would be a period of tumult.”The focus from here is on Corporate America’s profit growth, which is needed to justify the rich equity valuations. But analysts’ outlooks for the S&P 500 in 2025 have been steadily falling since the start of the year, from expectations of a nearly 13% rise in early January to roughly 10% now, according to Bloomberg Intelligence.With Federal Reserve officials in a blackout period before a March 19 interest-rate decision, traders will parse each economic data point in the coming weeks for clues about what could drive the stock market’s next move. A survey on job openings is due Tuesday, followed by an inflation report on consumer prices on Wednesday, then a sentiment reading from the University of Michigan Friday. Each should provide clues about how many times the Fed will cut rates in 2025.Fed Chair Jerome Powell offered reassurance that the economy remains “in a good place” in a speech on Friday, but disappointing readouts raise speculation that it’s beginning to slow more than expected and push investors to flee riskier assets. Steel and aluminum tariffs are scheduled to hit on Wednesday, adding another volatile element to the equation. And Congress must approve a spending agreement before Friday or face a government shutdown.“Risks are rising, and we’re starting to question the potential rockiness in the economy,” said Lori Calvasina, head of US equity strategy at RBC Capital Markets. “We’re at a tricky spot. And the next few weeks are pivotal.”","news_type":1,"symbols_score_info":{".DJI":1.1,".SPX":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406828556452144,"gmtCreate":1740350985088,"gmtModify":1740350988718,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4201507659052472","idStr":"4201507659052472"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; buying opportunity. Dont be distracted by headline noises. Long term value is strong.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; buying opportunity. Dont be distracted by headline noises. Long term value is strong.","text":"$Palantir Technologies Inc.(PLTR)$ buying opportunity. Dont be distracted by headline noises. Long term value is strong.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406828556452144","isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417494563979632,"gmtCreate":1742938738472,"gmtModify":1742938741753,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4201507659052472","idStr":"4201507659052472"},"themes":[],"htmlText":"Going for fundamental analysis is a good metric to consider before buying any stock, and not just Nvidia.&nbsp;","listText":"Going for fundamental analysis is a good metric to consider before buying any stock, and not just Nvidia.&nbsp;","text":"Going for fundamental analysis is a good metric to consider before buying any stock, and not just Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417494563979632","repostId":"1114952966","repostType":2,"repost":{"id":"1114952966","kind":"news","pubTimestamp":1742917045,"share":"https://ttm.financial/m/news/1114952966?lang=en_US&edition=fundamental","pubTime":"2025-03-25 23:37","market":"us","language":"en","title":"Nvidia Stock Looks Cheap Right Now, but Here's 1 Reason It Could Actually Be Expensive","url":"https://stock-news.laohu8.com/highlight/detail?id=1114952966","media":"Motley Fool","summary":"Nvidia currently trades slightly under 26 times forward earnings, which is much more appealing t","content":"<div>\n<p>The artificial intelligence (AI) behemoth  NVIDIA  has gotten off to a rocky start this year, with shares down about 9% (as of March 24) so far in 2025. The emergence of the Chinese AI chatbot ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/03/25/nvidia-stock-looks-cheap-reason-expensive/\">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>Nvidia Stock Looks Cheap Right Now, but Here's 1 Reason It Could Actually Be Expensive</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Looks Cheap Right Now, but Here's 1 Reason It Could Actually Be Expensive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-25 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/03/25/nvidia-stock-looks-cheap-reason-expensive/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The artificial intelligence (AI) behemoth  NVIDIA  has gotten off to a rocky start this year, with shares down about 9% (as of March 24) so far in 2025. The emergence of the Chinese AI chatbot ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/03/25/nvidia-stock-looks-cheap-reason-expensive/\">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://www.fool.com/investing/2025/03/25/nvidia-stock-looks-cheap-reason-expensive/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114952966","content_text":"The artificial intelligence (AI) behemoth  NVIDIA  has gotten off to a rocky start this year, with shares down about 9% (as of March 24) so far in 2025. The emergence of the Chinese AI chatbot DeepSeek, concerns about economic growth, and President Donald Trump's proposed tariffs have led investors to reconsider the popular AI trade.But as most long-term investors know, sell-offs are often opportunities to buy shares of great companies at more attractive valuations, especially if the company's fundamentals are still intact. Many would argue that this is the case for Nvidia, with Wall Street near a consensus buy on the stock.However, while Nvidia stock may in fact be cheaper right now, there's one reason it actually could be expensive.Contracting marginsA big part of the Nvidia story over the years and in the present is the company's incredible margins. Gross margin is calculated by taking revenue, subtracting the cost to make the goods sold, and then dividing this number by revenue. While gross margin doesn't account for all expenses at a company, it looks at the money retained after the costs to make a product. A high gross margin also indicates efficiency and pricing power because it suggests a company has the power to set a high cost relative to the cost of the good. That implies there is an inelastic demand.As you can see, Nvidia's gross margin has contracted in recent quarters. In the company's fiscal 2025 fourth quarter (ended Jan. 26, 2025), the gross margin fell to just over 73%. That's still an incredible gross margin and earnings still increased from the third quarter. But it also means that the increase in the cost to make Nvidia's chips and other AI infrastructure didn't translate into as much revenue growth. For instance, in the company's third quarter, the cost of revenue grew 20% from the prior quarter and revenue grew 17%. But in the fourth quarter, the cost of revenue rose 19%, while revenue only grew 12% quarter over quarter.This might lead investors to believe that pricing power is eroding and there is more competition than initially believed, especially considering that Nvidia's margin is so high. On Nvidia's fourth-quarter earnings call, CFO Colette Kress said that its gross margin should remain in the low 70s as the company's next-generation Blackwell chips ramp up, but there will be an opportunity to see gross margin rebound back into the mid-70s later in fiscal year 2026 (now underway).Wall Street analysts seem to be giving the company the benefit of the doubt. Analysts on average expect the gross margin to bottom in the current quarter at 71.1%, according to data provided by Visible Alpha. They then expect the gross margin to rebound to nearly 74.5% by the end of fiscal year 2026. Diluted earnings per share are also expected to grow by nearly 48% in fiscal 2026 on a year-over-year basis.Is Nvidia over-earning right now?Nvidia currently trades slightly under 26 times forward earnings, which is much more appealing than when the stock traded at about 50 times forward earnings or more not too long ago. However, if management turns out to be incorrect and Nvidia's margin continues to contract, then Nvidia could actually be over-earning right now and its price-to-earnings (P/E) ratio would significantly increase if its market capitalization holds.As already mentioned, analysts currently project the gross margin will rebound this year and this very well could happen. It's something investors should consider not just with Nvidia, but with any stock they are covering. The forward P/E ratio (which relies on estimates) is a great indicator of where a stock is situated but it doesn't always tell the full story. The actual earnings of a company are critically important and can significantly impact the P/E ratio. It's certainly going to be a big driver for Nvidia's stock price this year.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416553492386384,"gmtCreate":1742705685537,"gmtModify":1742705689488,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4201507659052472","idStr":"4201507659052472"},"themes":[],"htmlText":"If the stock market is a person, I would say you are very human like me. But it would be better if Mr Stock Market will use more rationality &amp; less emotions in your prices.","listText":"If the stock market is a person, I would say you are very human like me. But it would be better if Mr Stock Market will use more rationality &amp; less emotions in your prices.","text":"If the stock market is a person, I would say you are very human like me. But it would be better if Mr Stock Market will use more rationality & less emotions in your prices.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/416553492386384","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421144361427248,"gmtCreate":1743849390210,"gmtModify":1743849394046,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4201507659052472","idStr":"4201507659052472"},"themes":[],"htmlText":"America's propensity for self destruction is unbeliever.🤯","listText":"America's propensity for self destruction is unbeliever.🤯","text":"America's propensity for self destruction is unbeliever.🤯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421144361427248","repostId":"2525329867","repostType":4,"repost":{"id":"2525329867","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":1743822000,"share":"https://ttm.financial/m/news/2525329867?lang=en_US&edition=fundamental","pubTime":"2025-04-05 11:00","market":"us","language":"en","title":"Apple Has No Place to Hide. Tariffs on China Are Just 1 Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2525329867","media":"Dow Jones","summary":"All of Big Tech is feeling the heat from President Donald Trump’s latest tariffs and the escalating global trade war. But no company is in a tougher spot than Apple. The company’s stock is down 15.9% ","content":"<html><head></head><body><p style=\"text-align: start;\">All of Big Tech is feeling the heat from President Donald Trump’s latest tariffs and the escalating global trade war. But no company is in a tougher spot than Apple. The company’s stock is down 15.9% since the latest tariffs were announced on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39c5a0acec89efb6f5ee685c552eccc0\" alt=\"The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.\" title=\"The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.\" tg-width=\"951\" tg-height=\"633\"/><span>The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.</span></p><p style=\"text-align: start;\">Every company has its own unique set of risks stemming from the radical shift in U.S. policy, but Apple faces battles on several fronts. Indeed, the company has been flagging potential problems since early in Trump’s first term.</p><p>Like many companies, Apple outlines geopolitical risks in its annual report. In its 2017 edition, those warnings focused on war, terrorism, and global pandemics. But following the first round of Trump tariffs in 2018, trade disputes began to headline this section. In 2021, after President Joe Biden left most of the tariffs in place, Apple moved the warning to a place of greater prominence in its annual report. Geopolitics and trade now get the No. 2 spot under the company’s risk banner, right below “adverse economic conditions.”  </p><p>Given recent events, Apple’s warning is almost prophetic: “The Company has a large, global business with sales outside the U.S. representing a majority of the Company’s total net sales, and the Company believes that it generally benefits from growth in international trade.” </p><p>In fact, 64% of Apple’s fiscal 2024 revenue came from outside the U.S., a fairly static figure over the last decade. In other words, the majority of Apple customers live in foreign countries that may now impose their own tariffs. Apple, arguably the greatest symbol of American innovation, is a clear target. </p><p>Amid a trade war, Apple would have a choice between raising prices, accepting a lower gross margin, or some combination of the two.</p><p>This isn’t just about iPhones and Mac sales. Countries may also retaliate by taxing services, what’s known as a digital service tax. In 2024, the U.S. had a $1.2 trillion goods trade deficit, but that was offset by a services surplus of $295 billion, according to the U.S. Bureau of Economic Analysis. When someone in Japan makes an in-game purchase on an iPhone, that’s an export of services. When someone in Brazil scrolls Facebook, that’s an export. When someone in France searches with Google, that’s an export.</p><p style=\"text-align: start;\">Digital service taxes already exist in several countries, but the rates tend to be in the range of 2% to 5%. The number of countries with such taxes could easily increase, as could the rates, given that Trump’s latest tariffs on goods now range from 10% to 50%.</p><p style=\"text-align: start;\">A French government spokesperson has already floated the idea of a European Union digital service taxes on Apple, Alphabet, Amazon.com, Meta Platforms, and Microsoft.</p><p style=\"text-align: start;\">These taxes would directly impact Apple’s services segment, the company’s second-largest unit, its fastest grower, and the home of a 74% gross margin. Apple again would be faced with a choice of raising prices on products such as iCloud and Apple Music or dealing with lower margins. </p><p style=\"text-align: start;\">Apple’s largest risk from a trade war may not even be quantifiable. A nationalist backlash across the world could lead to boycotts of leading U.S. brands. Apple, along with companies such as Nike, Coca-Cola, and McDonald’s, are likely to be at the top of the list. </p><p style=\"text-align: start;\">The current world order served Apple well. Its world-leading brand is worth some $489 billion, according to consulting firm Interbrand, with the next closest name being Microsoft, at $353 billion.</p><p style=\"text-align: start;\">In its warning about geopolitical risks, Apple spends even more time on supply challenges—and for good reason: “Substantially all of the Company’s manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan, and Vietnam. Restrictions on international trade, such as tariffs and other controls on imports or exports of goods, technology or data, can materially adversely affect the Company’s business and supply chain.”</p><p style=\"text-align: start;\">The company offers an extra warning about what’s effectively its double-threat in China: “The impact can be particularly significant if these restrictive measures apply to countries and regions where the Company derives a significant portion of its revenues and/or has significant supply chain operations.” </p><p style=\"text-align: start;\">A large majority of Apple’s products are assembled in China, while “Greater China,” accounted for 17% of the company’s revenue in fiscal 2024.</p><p style=\"text-align: start;\">Apple has been trying to reduce its China risk for years, but at Apple’s scale, it’s difficult to find a substitute for China’s workforce, especially in a short time frame. Apple has pushed some assembly to Vietnam, but the biggest part of Apple’s diversification plan is India, the only country that can come even close to replacing China’s supply chain and consumer base. </p><p style=\"text-align: start;\">The Indian online Apple Store opened in 2020, followed by new retail stores that began opening in 2023. CEO Tim Cook frequently calls out India during earnings calls. “As you know from past calls, I’m particularly keen on India. India set a December-quarter record, and we’re opening more stores there,” he said during Apple’s latest quarterly investor call. “I think there’s lots of upside there.”</p><p style=\"text-align: start;\">The first iPhones rolled off Indian assembly lines in 2017. Apple now makes roughly one-in-seven iPhones there. But even that diversification strategy has been undermined by tariffs. Under the White House’s latest policy, products imported to the U.S. from India will be hit with at least a 26% levee. For Vietnam, it’s 46%. Apple has nowhere to hide—and neither do its shareholders.</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>Apple Has No Place to Hide. Tariffs on China Are Just 1 Problem</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Has No Place to Hide. Tariffs on China Are Just 1 Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-05 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">All of Big Tech is feeling the heat from President Donald Trump’s latest tariffs and the escalating global trade war. But no company is in a tougher spot than Apple. The company’s stock is down 15.9% since the latest tariffs were announced on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39c5a0acec89efb6f5ee685c552eccc0\" alt=\"The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.\" title=\"The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.\" tg-width=\"951\" tg-height=\"633\"/><span>The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.</span></p><p style=\"text-align: start;\">Every company has its own unique set of risks stemming from the radical shift in U.S. policy, but Apple faces battles on several fronts. Indeed, the company has been flagging potential problems since early in Trump’s first term.</p><p>Like many companies, Apple outlines geopolitical risks in its annual report. In its 2017 edition, those warnings focused on war, terrorism, and global pandemics. But following the first round of Trump tariffs in 2018, trade disputes began to headline this section. In 2021, after President Joe Biden left most of the tariffs in place, Apple moved the warning to a place of greater prominence in its annual report. Geopolitics and trade now get the No. 2 spot under the company’s risk banner, right below “adverse economic conditions.”  </p><p>Given recent events, Apple’s warning is almost prophetic: “The Company has a large, global business with sales outside the U.S. representing a majority of the Company’s total net sales, and the Company believes that it generally benefits from growth in international trade.” </p><p>In fact, 64% of Apple’s fiscal 2024 revenue came from outside the U.S., a fairly static figure over the last decade. In other words, the majority of Apple customers live in foreign countries that may now impose their own tariffs. Apple, arguably the greatest symbol of American innovation, is a clear target. </p><p>Amid a trade war, Apple would have a choice between raising prices, accepting a lower gross margin, or some combination of the two.</p><p>This isn’t just about iPhones and Mac sales. Countries may also retaliate by taxing services, what’s known as a digital service tax. In 2024, the U.S. had a $1.2 trillion goods trade deficit, but that was offset by a services surplus of $295 billion, according to the U.S. Bureau of Economic Analysis. When someone in Japan makes an in-game purchase on an iPhone, that’s an export of services. When someone in Brazil scrolls Facebook, that’s an export. When someone in France searches with Google, that’s an export.</p><p style=\"text-align: start;\">Digital service taxes already exist in several countries, but the rates tend to be in the range of 2% to 5%. The number of countries with such taxes could easily increase, as could the rates, given that Trump’s latest tariffs on goods now range from 10% to 50%.</p><p style=\"text-align: start;\">A French government spokesperson has already floated the idea of a European Union digital service taxes on Apple, Alphabet, Amazon.com, Meta Platforms, and Microsoft.</p><p style=\"text-align: start;\">These taxes would directly impact Apple’s services segment, the company’s second-largest unit, its fastest grower, and the home of a 74% gross margin. Apple again would be faced with a choice of raising prices on products such as iCloud and Apple Music or dealing with lower margins. </p><p style=\"text-align: start;\">Apple’s largest risk from a trade war may not even be quantifiable. A nationalist backlash across the world could lead to boycotts of leading U.S. brands. Apple, along with companies such as Nike, Coca-Cola, and McDonald’s, are likely to be at the top of the list. </p><p style=\"text-align: start;\">The current world order served Apple well. Its world-leading brand is worth some $489 billion, according to consulting firm Interbrand, with the next closest name being Microsoft, at $353 billion.</p><p style=\"text-align: start;\">In its warning about geopolitical risks, Apple spends even more time on supply challenges—and for good reason: “Substantially all of the Company’s manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan, and Vietnam. Restrictions on international trade, such as tariffs and other controls on imports or exports of goods, technology or data, can materially adversely affect the Company’s business and supply chain.”</p><p style=\"text-align: start;\">The company offers an extra warning about what’s effectively its double-threat in China: “The impact can be particularly significant if these restrictive measures apply to countries and regions where the Company derives a significant portion of its revenues and/or has significant supply chain operations.” </p><p style=\"text-align: start;\">A large majority of Apple’s products are assembled in China, while “Greater China,” accounted for 17% of the company’s revenue in fiscal 2024.</p><p style=\"text-align: start;\">Apple has been trying to reduce its China risk for years, but at Apple’s scale, it’s difficult to find a substitute for China’s workforce, especially in a short time frame. Apple has pushed some assembly to Vietnam, but the biggest part of Apple’s diversification plan is India, the only country that can come even close to replacing China’s supply chain and consumer base. </p><p style=\"text-align: start;\">The Indian online Apple Store opened in 2020, followed by new retail stores that began opening in 2023. CEO Tim Cook frequently calls out India during earnings calls. “As you know from past calls, I’m particularly keen on India. India set a December-quarter record, and we’re opening more stores there,” he said during Apple’s latest quarterly investor call. “I think there’s lots of upside there.”</p><p style=\"text-align: start;\">The first iPhones rolled off Indian assembly lines in 2017. Apple now makes roughly one-in-seven iPhones there. But even that diversification strategy has been undermined by tariffs. Under the White House’s latest policy, products imported to the U.S. from India will be hit with at least a 26% levee. For Vietnam, it’s 46%. Apple has nowhere to hide—and neither do its shareholders.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","AAPL":"苹果","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4567":"ESG概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","BK4503":"景林资产持仓","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2525329867","content_text":"All of Big Tech is feeling the heat from President Donald Trump’s latest tariffs and the escalating global trade war. But no company is in a tougher spot than Apple. The company’s stock is down 15.9% since the latest tariffs were announced on Wednesday.The Apple iPhone 16 Plus during the first day of in-store sales at Apple’s Fifth Avenue store in New York.Every company has its own unique set of risks stemming from the radical shift in U.S. policy, but Apple faces battles on several fronts. Indeed, the company has been flagging potential problems since early in Trump’s first term.Like many companies, Apple outlines geopolitical risks in its annual report. In its 2017 edition, those warnings focused on war, terrorism, and global pandemics. But following the first round of Trump tariffs in 2018, trade disputes began to headline this section. In 2021, after President Joe Biden left most of the tariffs in place, Apple moved the warning to a place of greater prominence in its annual report. Geopolitics and trade now get the No. 2 spot under the company’s risk banner, right below “adverse economic conditions.”  Given recent events, Apple’s warning is almost prophetic: “The Company has a large, global business with sales outside the U.S. representing a majority of the Company’s total net sales, and the Company believes that it generally benefits from growth in international trade.” In fact, 64% of Apple’s fiscal 2024 revenue came from outside the U.S., a fairly static figure over the last decade. In other words, the majority of Apple customers live in foreign countries that may now impose their own tariffs. Apple, arguably the greatest symbol of American innovation, is a clear target. Amid a trade war, Apple would have a choice between raising prices, accepting a lower gross margin, or some combination of the two.This isn’t just about iPhones and Mac sales. Countries may also retaliate by taxing services, what’s known as a digital service tax. In 2024, the U.S. had a $1.2 trillion goods trade deficit, but that was offset by a services surplus of $295 billion, according to the U.S. Bureau of Economic Analysis. When someone in Japan makes an in-game purchase on an iPhone, that’s an export of services. When someone in Brazil scrolls Facebook, that’s an export. When someone in France searches with Google, that’s an export.Digital service taxes already exist in several countries, but the rates tend to be in the range of 2% to 5%. The number of countries with such taxes could easily increase, as could the rates, given that Trump’s latest tariffs on goods now range from 10% to 50%.A French government spokesperson has already floated the idea of a European Union digital service taxes on Apple, Alphabet, Amazon.com, Meta Platforms, and Microsoft.These taxes would directly impact Apple’s services segment, the company’s second-largest unit, its fastest grower, and the home of a 74% gross margin. Apple again would be faced with a choice of raising prices on products such as iCloud and Apple Music or dealing with lower margins. Apple’s largest risk from a trade war may not even be quantifiable. A nationalist backlash across the world could lead to boycotts of leading U.S. brands. Apple, along with companies such as Nike, Coca-Cola, and McDonald’s, are likely to be at the top of the list. The current world order served Apple well. Its world-leading brand is worth some $489 billion, according to consulting firm Interbrand, with the next closest name being Microsoft, at $353 billion.In its warning about geopolitical risks, Apple spends even more time on supply challenges—and for good reason: “Substantially all of the Company’s manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan, and Vietnam. Restrictions on international trade, such as tariffs and other controls on imports or exports of goods, technology or data, can materially adversely affect the Company’s business and supply chain.”The company offers an extra warning about what’s effectively its double-threat in China: “The impact can be particularly significant if these restrictive measures apply to countries and regions where the Company derives a significant portion of its revenues and/or has significant supply chain operations.” A large majority of Apple’s products are assembled in China, while “Greater China,” accounted for 17% of the company’s revenue in fiscal 2024.Apple has been trying to reduce its China risk for years, but at Apple’s scale, it’s difficult to find a substitute for China’s workforce, especially in a short time frame. Apple has pushed some assembly to Vietnam, but the biggest part of Apple’s diversification plan is India, the only country that can come even close to replacing China’s supply chain and consumer base. The Indian online Apple Store opened in 2020, followed by new retail stores that began opening in 2023. CEO Tim Cook frequently calls out India during earnings calls. “As you know from past calls, I’m particularly keen on India. India set a December-quarter record, and we’re opening more stores there,” he said during Apple’s latest quarterly investor call. “I think there’s lots of upside there.”The first iPhones rolled off Indian assembly lines in 2017. Apple now makes roughly one-in-seven iPhones there. But even that diversification strategy has been undermined by tariffs. Under the White House’s latest policy, products imported to the U.S. from India will be hit with at least a 26% levee. For Vietnam, it’s 46%. Apple has nowhere to hide—and neither do its shareholders.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421113652564336,"gmtCreate":1743841897333,"gmtModify":1743841901351,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4201507659052472","idStr":"4201507659052472"},"themes":[],"htmlText":"A few drops in the ocean.","listText":"A few drops in the ocean.","text":"A few drops in the ocean.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421113652564336","repostId":"1177523140","repostType":2,"repost":{"id":"1177523140","kind":"news","pubTimestamp":1743818700,"share":"https://ttm.financial/m/news/1177523140?lang=en_US&edition=fundamental","pubTime":"2025-04-05 10:05","market":"us","language":"en","title":"Billionaires Poised to Lose Near Half-Trillion Dollars in 2 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1177523140","media":"Bloomberg","summary":"The world’s 500 richest people suffered the biggest two-day loss ever on the Bloomberg Billionaires Index as fallout from President Donald Trump’s tariff announcement decimated markets across the glob","content":"<div>\n<p>The world’s 500 richest people suffered the biggest two-day loss ever on the Bloomberg Billionaires Index as fallout from President Donald Trump’s tariff announcement decimated markets across the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-04-04/billionaires-poised-to-lose-near-half-trillion-dollars-in-2-days\">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>Billionaires Poised to Lose Near Half-Trillion Dollars in 2 Days</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBillionaires Poised to Lose Near Half-Trillion Dollars in 2 Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-05 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-04-04/billionaires-poised-to-lose-near-half-trillion-dollars-in-2-days><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world’s 500 richest people suffered the biggest two-day loss ever on the Bloomberg Billionaires Index as fallout from President Donald Trump’s tariff announcement decimated markets across the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-04-04/billionaires-poised-to-lose-near-half-trillion-dollars-in-2-days\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVNA":"Carvana Co.","AMZN":"亚马逊","GOOGL":"谷歌A","TSLA":"特斯拉","META":"Meta Platforms, Inc.","NKE":"耐克"},"source_url":"https://www.bloomberg.com/news/articles/2025-04-04/billionaires-poised-to-lose-near-half-trillion-dollars-in-2-days","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177523140","content_text":"The world’s 500 richest people suffered the biggest two-day loss ever on the Bloomberg Billionaires Index as fallout from President Donald Trump’s tariff announcement decimated markets across the globe.Billionaires on the wealth list lost a collective $536 billion from Thursday’s stock market open to Friday’s close as the S&P 500 Index dropped 10.5% over the two days and the Nasdaq Composite fell 11.4%.Friday’s $329 billion drop was the largest since the height of the Covid-19 pandemic in 2020, swamping Thursday’s $208 billion slide. Almost 90% of the billionaires tracked by the wealth index saw their fortunes fall Friday, with an average decline of 3.5%.Elon MuskNo one lost more over the two-day stretch than Tesla Inc. Chief Executive Officer Elon Musk. The carmaker’s stock plunged more than 10% Friday, dragging Musk’s net worth down $31 billion from Thursday’s open and bringing his yearly losses to $130 billion. Meta Platforms Inc. founder Mark Zuckerberg followed with a $27 billion loss as the social media company dropped almost 14% over the two-day stretch. Carvana Co. CEO Ernest Garcia III’s two-day loss of $2 billion was enough to push him off the list of the world’s 500 richest people. His used-car retailer’s stock lost 28% over the period.Nike Inc. founder Phil Knight was one of few winners on Friday. The shoe company’s stock gained 2.8% after Trump said that he’d had a “very productive call” with Vietnamese leader To Lam over possibly eliminating a 46% tariff unveiled yesterday on the Southeast Asian country, where much of Nike’s manufacturing is done. The stock’s rise added $84 million to Knight’s net worth on the day, reversing Thursday’s $3 billion loss.Mexican billionaire Carlos Slim fared opposite. The mogul behind mobile-phone operator America Movil SAB narrowly was in the black Thursday as Mexico’s exclusion from the White House’s list of tariff targets pushed the country’s main index up slightly. On Friday, though, Slim reversed those gains and then some, losing $5.5 billion as the Mexican Bolsa fell 4.9%.","news_type":1,"symbols_score_info":{"NKE":1.1,"AMZN":1.1,"TSLA":1.1,"CVNA":1.1,"META":1.1,"GOOGL":1.1}},"isVote":1,"tweetType":1,"viewCount":2299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416734491959656,"gmtCreate":1742726817034,"gmtModify":1742726820999,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4201507659052472","idStr":"4201507659052472"},"themes":[],"htmlText":"Buy Nvidia. It is cheap.","listText":"Buy Nvidia. It is cheap.","text":"Buy Nvidia. It is cheap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416734491959656","repostId":"2521534246","repostType":4,"repost":{"id":"2521534246","kind":"highlight","pubTimestamp":1742717039,"share":"https://ttm.financial/m/news/2521534246?lang=en_US&edition=fundamental","pubTime":"2025-03-23 16:03","market":"nz","language":"en","title":"1 Trillion Reasons to Buy Nvidia's Stock Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2521534246","media":"Motley Fool","summary":"Nvidia expects data center infrastructure spending to top $1 trillion in 2028.The company is poised to get a lot of this business as it continues to push innovation.","content":"<div>\n<p>Nvidia expects data center infrastructure spending to top $1 trillion in 2028.The company is poised to get a lot of this business as it continues to push innovation.Meanwhile, the stock remains ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/03/22/1-trillion-reasons-to-buy-nvidias-stock-right-now/\">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>1 Trillion Reasons to Buy Nvidia's Stock Right Now</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\">\n1 Trillion Reasons to Buy Nvidia's Stock Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-23 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/03/22/1-trillion-reasons-to-buy-nvidias-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia expects data center infrastructure spending to top $1 trillion in 2028.The company is poised to get a lot of this business as it continues to push innovation.Meanwhile, the stock remains ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/03/22/1-trillion-reasons-to-buy-nvidias-stock-right-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDU":"2倍做多NVDA ETF-Direxion","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","PEG":"公务集团","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","NVD2.UK":"2X NVIDIA ETP","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","NVD3.UK":"LS 3X NVIDIA","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","NVDS.UK":"LS -1X NVIDIA","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","NVDD":"1倍做空NVDA ETF-Direxion","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","3NVD.UK":"LS 3X NVIDIA","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SNVD.UK":"LS -1X NVIDIA","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","NVIW.SI":"NVDA 3xLongSG261006","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","2NVD.UK":"2X NVIDIA ETP","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2025/03/22/1-trillion-reasons-to-buy-nvidias-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2521534246","content_text":"Nvidia expects data center infrastructure spending to top $1 trillion in 2028.The company is poised to get a lot of this business as it continues to push innovation.Meanwhile, the stock remains attractively priced.At its GTC conference,  NVIDIA  gave investors 1 trillion potential reasons to buy its stock. That came in the form of CEO Jensen Huang projecting that data center infrastructure capital expenditure (capex) would hit $1 trillion or more by 2028.Investors, nonetheless, largely shrugged off the robust forecast and other upbeat news from the event. That said, if Nvidia's projections come to fruition, the stock has a lot more upside from here.More growth to come$1 trillion in data center infrastructure capex by 2028 would be a continued acceleration of spending in the space, which would be great news for Nvidia. The company's graphics processing units (GPUs) have become the backbone of the artificial intelligence (AI) infrastructure buildout, due to their powerful data processing abilities and ease of use.In a chart from the presentation, Nvidia estimated 2024 data center infrastructure spending to be around $400 billion in 2024. For its past fiscal year (fiscal year 2025 ended in January), the company produced total revenue of $130.5 billion, of which $115.2 billion was from its data center segment. Meanwhile, research company Dell'Oro Group just estimated that 2024 data center infrastructure spending reached $455 billion. That translates into Nvidia currently capturing around 25% to 30% of this spending.If Nvidia was able to keep its current share of this spending, that would translate into between $250 billion to $300 billion in data center infrastructure revenue alone in 2028. The company plans to continue to lead the way with both its chips and its software. It introduced the new Blackwell Ultra GPU at the event, which will begin shipping in the second half of this year. The new Blackwell chips are more powerful, making them great for more time-sensitive services. Nvidia predicted Blackwell revenue would be much greater than the revenue it generated from its earlier Hopper architecture.Continuing with its chip innovation, the company is also set to introduce its new Vera Rubin chip, which will combine a GPU with its next-generation Rubin architecture and a custom-designed central processing unit (CPU), using Arm's technology. It said the CPU will be twice as fast as the off-the-shelf one used in its earlier Grace Blackwell chips. Meanwhile, it will look to increase the number of GPU dies in its current Blackwell chips from two to four with the \"Rubin Next\" chip that it plans to launch in the second half of 2027.Nvidia isn't just innovating on the hardware side. It also revealed a new open-source software system called Nvidia Dynamo that will help increase inference throughput and reduce costs. The company said the new software will help orchestrate and accelerate inference communication across thousands of GPUs. It said that Dynamo is not just an operating system for a data center, but for an entire AI factory.Nvidia doesn't just have its sights set on data centers, though. It's looking to tackle the robotics and autonomous driving markets as well. Huang proclaimed that \"the age of generalist robotics is here\" with the introduction of Isaac GROOT N1, which he called the world's first \"open Humanoid Robot foundation model.\" The model can be trained on real or synthetic data to help humanoid robots master tasks. The company thinks these robots will be able to fill menial labor jobs and help with a global 50-million-job shortage.The company will also team up with General Motors to help the automaker develop its own autonomous driving system. The move is somewhat surprising, since GM scrapped its prior attempt at a robotaxi business last year. The unit became mired in controversy when one of its Cruise robotaxis dragged a pedestrian down the road after the person was originally hit by another vehicle.Nvidia said that in addition to supplying GPUs, it will help GM build custom AI systems. GM will also use Nvidia's GPUs and software to train AI manufacturing models in order to build next-generation factory robots. This follows Nvidia striking a deal with Toyota last month to provide chips and software to help run its advanced driver-assistance features.Image source: Getty Images.Is the stock a buy?While Nvidia has been the biggest winner of the AI infrastructure buildout, it still has a very large opportunity in front of it. AI infrastructure spending is still increasing, and Nvidia is not resting on its laurels. It continues to drive innovation and is looking to make sure it's the winner in AI inference, not just AI training. Meanwhile, it's looking for growth beyond the data center into other large potential markets.At the same time, Nvidia's stock remains attractively valued following the recent market sell-off. The stock trades at a forward price-to-earnings (P/E) ratio of under 26 times this year's analyst estimates and a price/earnings-to-growth (PEG) below 0.5. A PEG of 1 is typically the threshold for a stock being considered undervalued, and Nvidia's multiple is way below this mark.As such, Nvidia looks like a solid long-term buy at these levels.","news_type":1,"symbols_score_info":{"NVDS":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDA":1,"SNVD.UK":0.6,"PEG":1,"NVD2.UK":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVDX":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":414847018848448,"gmtCreate":1742276490981,"gmtModify":1742277313482,"author":{"id":"4201507659052472","authorId":"4201507659052472","name":"Tiger Henry","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4201507659052472","idStr":"4201507659052472"},"themes":[],"htmlText":"Yes, I will also bet on Intel regaining some of its market share. But the AI race favors the fast &amp; nimble. While its share price is one of the cheapest for tech stocks, much wld depend on whether the new intel can become a reality. I will consider buying up some more Intel because of the potential","listText":"Yes, I will also bet on Intel regaining some of its market share. But the AI race favors the fast &amp; nimble. While its share price is one of the cheapest for tech stocks, much wld depend on whether the new intel can become a reality. I will consider buying up some more Intel because of the potential","text":"Yes, I will also bet on Intel regaining some of its market share. But the AI race favors the fast & nimble. While its share price is one of the cheapest for tech stocks, much wld depend on whether the new intel can become a reality. I will consider buying up some more Intel because of the potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/414847018848448","repostId":"1169482498","repostType":2,"repost":{"id":"1169482498","kind":"news","pubTimestamp":1742265000,"share":"https://ttm.financial/m/news/1169482498?lang=en_US&edition=fundamental","pubTime":"2025-03-18 10:30","market":"us","language":"en","title":"INTC Stock Forecast: Can Lip-Bu Tan Create the \"New Intel\" That Pat Gelsinger Couldn’t?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169482498","media":"Barchart","summary":"Last week, Intel (INTC) appointed Lip-Bu Tan as its new CEO, and in his message to employees, he talked about creating the “new Intel.” Notably, when his predecessor Pat Gelsinger took office in 2021,","content":"<div>\n<p>Last week, Intel (INTC) appointed Lip-Bu Tan as its new CEO, and in his message to employees, he talked about creating the “new Intel.” Notably, when his predecessor Pat Gelsinger took office in 2021,...</p>\n\n<a href=\"https://www.barchart.com/story/news/31437286/intc-stock-forecast-can-lip-bu-tan-create-the-new-intel-that-pat-gelsinger-couldnt\">Source Link</a>\n\n</div>\n","source":"barchart_highlight","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>INTC Stock Forecast: Can Lip-Bu Tan Create the \"New Intel\" That Pat Gelsinger Couldn’t?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nINTC Stock Forecast: Can Lip-Bu Tan Create the \"New Intel\" That Pat Gelsinger Couldn’t?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-18 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/31437286/intc-stock-forecast-can-lip-bu-tan-create-the-new-intel-that-pat-gelsinger-couldnt><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, Intel (INTC) appointed Lip-Bu Tan as its new CEO, and in his message to employees, he talked about creating the “new Intel.” Notably, when his predecessor Pat Gelsinger took office in 2021,...</p>\n\n<a href=\"https://www.barchart.com/story/news/31437286/intc-stock-forecast-can-lip-bu-tan-create-the-new-intel-that-pat-gelsinger-couldnt\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.barchart.com/story/news/31437286/intc-stock-forecast-can-lip-bu-tan-create-the-new-intel-that-pat-gelsinger-couldnt","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169482498","content_text":"Last week, Intel (INTC) appointed Lip-Bu Tan as its new CEO, and in his message to employees, he talked about creating the “new Intel.” Notably, when his predecessor Pat Gelsinger took office in 2021, he also embarked upon “transforming” Intel under the IDM 2.0 strategy, which in hindsight, we know did not go as planned. Intel CorpGelsinger’s strategy did not yield the desired results, and the once iconic chip company continued to sink deeper on an absolute as well as relative basis. The year 2024 turned out to be the worst year for Intel stock in more than one way. INTC lost 60% of its market cap — its worst price action in history — while posting a record net loss of $18.8 billion. The company announced 15,000 layoffs, again the highest in its history, and also had to suspend its dividend amid soaring losses and rising cash burn.If that wasn’t enough, the S&P Dow Jones Indices replaced Intel with Nvidia (NVDA) in the 30-share Dow Jones Industrial Average Index ($DOWI). The announcement was hardly a surprise and a reflection on how Intel lost out to rivals over the years. It is no longer the chip industry bellwether it once was.What Went Wrong with Intel?Before we examine whether Intel’s new CEO can turnaround the ailing company, let’s examine what went wrong with the restructuring under Gelsinger. To be sure, at least on paper, Gelsinger’s strategy looked solid. He intended to make the company a global leader in the foundry business by setting up factories in the U.S. and Europe, both of which are looking to support domestic chip manufacturing.He also put focus on innovation, especially AI chips where the company lost out big time to Nvidia. Intel was also looking to monetize its stake in some businesses and listed Mobileye Global (MBLY), even as it still holds the majority of the stake. The company has also been looking to list Altera, which it acquired for almost $17 billion in 2015.In a nutshell, Gelsinger wanted Intel to be a combination of Nvidia and Taiwan Semiconductor Manufacturing Company (TSM), which was never going to be easy. Both Nvidia and TSM have built a strong moat in their respective businesses. As things turned out, Gelsinger overestimated Intel’s capabilities, which is aptly reflected in the poor performance of its Gaudi AI chip.Tan Wants to Build a “New Intel”In his note titled “Remaking our company for the future,” Tan talked about making the “new Intel” and said, “We will learn from past mistakes, use setbacks to strengthen our resolve and choose action over distraction to reach our full potential.” Tan said Intel will work toward restoring its “position as a world-class products company, establish ourselves as a world-class foundry and delight our customers like never before.”INTC Stock ForecastWall Street took note of Tan’s appointment, and Bank of America upgraded INTC from an “Underperform” to “Neutral.” The analyst raised the INTC target price from $19 to $25 citing the CEO’s “solid track record.” Bank of America did caution that “The upside potential, however, is balanced against risks from a lack of AI roadmap and increasing competition from ARM-based PC and server CPU rivals.” Overall, Intel has a consensus rating of “Hold” from the 37 analysts covering the stock and its mean target price of $24.43 is just about 1.5% higher than the March 14 closing price.Can Intel’s New CEO Turn Around the Company?Intel, which became the world’s biggest chipmaker in 1992, is now fighting for relevance. Comparisons have been drawn between Intel and other fallen giants like Nokia (NOK), Kodak (KODK), and Blackberry (BB), which once held dominant positions in their respective industries but are now shadows of their glorious pasts. I won’t write off Intel yet, partially because of bipartisan support from Western politicians for the onshoring of chip production. The company is too big and too important for the U.S. to let it fail, and President Donald Trump has reportedly called for TSM’s help to revive the company. Intel’s sum-of-the-parts valuation could be more than the stock’s current valuation, considering that the book value of its foundry segment’s property, plant, and equipment is higher than the company’s market cap. Notably, reports suggest that several companies, including Qualcomm (QCOM) and TSM, have expressed interest in Intel’s foundry business, and the latter even pitched a joint venture to Nvidia, Advanced Micro Devices (AMD), and Broadcom (AVGO) to run that business.There is potential for value unlocking for Intel shareholders as the company explores its options under the new CEO. Corporate turnarounds are seldom easy, but I will continue to bet on Intel as the company now embarks on its second turnaround in just about four years.","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}