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CrackMeUp

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- CrackMeUpCrackMeUp
  ·2024-10-17
  $Taiwan Semiconductor Manufacturing(TSM)$
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- CrackMeUpCrackMeUp
  ·2022-05-10
  Start small to go big👍
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- CrackMeUpCrackMeUp
  ·2022-05-07
  👍👍
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- CrackMeUpCrackMeUp
  ·2022-05-02
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  Warren Buffett Just Made an Even Bigger Bet on Oil Prices
  Chevron is now a top-three position for Berkshire, bigger than American Express and Coca-Cola.
  Warren Buffett Just Made an Even Bigger Bet on Oil Prices
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- CrackMeUpCrackMeUp
  ·2022-04-29
  
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- CrackMeUpCrackMeUp
  ·2022-04-26
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  Could Micron Technology Become the Next Nvidia?
  The memory specialist has a few things in common with the graphics card giant.
  Could Micron Technology Become the Next Nvidia?
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22:41","market":"us","language":"en","title":"Warren Buffett Just Made an Even Bigger Bet on Oil Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2232712364","media":"Motley Fool","summary":"Chevron is now a top-three position for Berkshire, bigger than American Express and Coca-Cola.","content":"<div>\n<p>In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/\">Web 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>Warren Buffett Just Made an Even Bigger Bet on Oil Prices</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\">\nWarren Buffett Just Made an Even Bigger Bet on Oil Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B","CVX":"雪佛龙","OXY":"西方石油"},"source_url":"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232712364","content_text":"In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had taken a stake that exceeded 10% of Occidental's stock, prompting a disclosure.That purchase in Occidental, which seemed like a leveraged bet on higher oil prices, appeared to indicate Buffett was bullish on oil prices following Russia's invasion of Ukraine. But it also could have been for factors specific to Occidental.It turns out that Buffett was making an even more massive bet on oil prices at the time, the full extent of which he didn't have to disclose until now.Chevron is now a top-three position for Berkshire, ahead of AmEx and CokeWhile Berkshire had to disclose its position in Occidental, it didn't have to do so for a huge increase in its position in Chevron (CVX -3.16%). Because Chevron is a much larger overall company, Berkshire was able to increase its share of the company from 2% at the end of the fourth quarter of 2021 to 8.9% by the end of the first quarter of 2022.Thanks to rising oil prices and Chevron's rising price, the stake has now overtaken famous longtime Buffett holdings American Express and Coca-Cola in terms of size. At today's prices, Chevron now makes up 7.7% of Berkshire's $353 billion portfolio, its third-largest position, behind Apple in first and Bank of America.When combined with Occidental's 2.1% allocation, Buffett has now bet 9.8% of Berkshire's public equity portfolio on these two oil and gas producers. That's more than double the relative allocation to energy in the S&P 500, at just 3.86%.Image source: Getty Images.Ukraine and the \"casino\" of Wall Street enabled the purchaseBuffett has been somewhat bullish on the oil and gas sector over the past two years, purchasing its initial Chevron stake in late 2020 and acquiring the natural gas assets from Dominion Energy (D -2.66%) in mid-2020. These followed a preferred-stock investment in Occidental in 2019, which helped fund the company's acquisition of Anadarko.Buffett probably liked the prices at which he could buy these assets. Investors focused on environmental, social, and governance (ESG) issues eschew traditional energy stocks, and exploration and production companies have limited their investments over the past decade of low energy prices. So the traditional energy sector had likely become the type of value investment Buffett seeks.Given the aggressive pace of the purchases, it appears Russia's invasion of Ukraine stimulated Buffett's decision to act big and act quickly. Berkshire normally can't buy that much stock that quickly even if it wanted to, because it buys stock in such large size.However, Buffett lamented the more \"casino-like\" nature of modern markets that enabled Berkshire to buy such a big stake so quickly. Since a large chunk of Occidental is locked up in index funds, Buffett was even more surprised he could buy so much of the company in such a short time. While it was good for Berkshire, Buffett lamented the fact that the purchase was even possible. Speaking to CNBC at Berkshire's annual shareholders meeting on Saturday, he said:That's not investment. You're not buying from [investors]. I find it just incredible. You couldn't do that with Berkshire. ... Overwhelmingly, large companies in America, they became poker chips. ... That enabled us, in a two-week period, to buy 14% of a business that's been around for decades. ... Imagine trying to [buy] 14% of the farms in this country, 14% of the apartment houses, 14% of the auto dealerships, or just anything, when already 40% were locked up some other place. It defies anything Charlie and I have seen, and we've seen a lot.Is the oil trading over, or just getting started?Some might think Berkshire may be buying oil stocks near the top of the energy market. After all, oil prices have doubled since the beginning of 2021, and Buffett was buying on the way up. Moreover, there are now widespread fears about a recession later this year or next year, which could hurt oil demand. The U.S. rig count is also rising, which should bring supply on line later this year, and the government is even releasing 1 million barrels of oil per day for the next six months from the Strategic Petroleum Reserve.On the other hand, Europe is now contemplating a quicker-than-expected embargo of Russian oil due to its atrocities in Ukraine. Moreover, the COVID-19 lockdowns in China could lift in the near future, at about the same time as the summer highway-travel season in the U.S. So there is also a case to be made that oil could be in for further gains (or at least stability at these high levels) for the foreseeable future.In any case, Buffett tends to take a longer-term view of these things. More likely, he sees a structural supply shortfall over the next decade, and sees the high dividends from oil companies as durable. As a justification for his initial preferred-stock financing of Occidental back in 2019, he admitted the financing was a bet on higher oil prices over the long term. Given an even more favorable setup today, that view likely hasn't changed.Individual investors should make their own decisions about their allocation to traditional energy. However, the transition to clean energy won't happen overnight. As long as the world uses fossil fuels, there will be a need for traditional energy companies. Those without any exposure should take note of Buffett's recent bet.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9,"CVX":0.9,"JE":1,"OXY":0.9}},"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069384773,"gmtCreate":1651237419735,"gmtModify":1676534875572,"author":{"id":"3577340620429694","authorId":"3577340620429694","name":"CrackMeUp","avatar":"https://community-static.tradeup.com/news/92b7b2654026883d062d2d5b7fafd11b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577340620429694","authorIdStr":"3577340620429694"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069384773","repostId":"1155553497","repostType":4,"isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087831695,"gmtCreate":1650984109626,"gmtModify":1676534827535,"author":{"id":"3577340620429694","authorId":"3577340620429694","name":"CrackMeUp","avatar":"https://community-static.tradeup.com/news/92b7b2654026883d062d2d5b7fafd11b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577340620429694","authorIdStr":"3577340620429694"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087831695","repostId":"2230114273","repostType":4,"repost":{"id":"2230114273","kind":"highlight","pubTimestamp":1650940815,"share":"https://ttm.financial/m/news/2230114273?lang=&edition=full_marsco","pubTime":"2022-04-26 10:40","market":"us","language":"en","title":"Could Micron Technology Become the Next Nvidia?","url":"https://stock-news.laohu8.com/highlight/detail?id=2230114273","media":"Motley Fool","summary":"The memory specialist has a few things in common with the graphics card giant.","content":"<div>\n<p>Nvidia has turned out to be a terrific investment over the years as the chipmaker's dominance of the graphics processing unit (GPU) market has helped it grow rapidly.From generating just $4 billion in...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/25/could-micron-technology-become-the-next-nvidia/\">Web 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; 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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\">\nCould Micron Technology Become the Next Nvidia?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/25/could-micron-technology-become-the-next-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia has turned out to be a terrific investment over the years as the chipmaker's dominance of the graphics processing unit (GPU) market has helped it grow rapidly.From generating just $4 billion in...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/25/could-micron-technology-become-the-next-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4527":"明星科技股","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4566":"资本集团","BK4575":"芯片概念","BK4549":"软银资本持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","NVDA":"英伟达","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2022/04/25/could-micron-technology-become-the-next-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230114273","content_text":"Nvidia has turned out to be a terrific investment over the years as the chipmaker's dominance of the graphics processing unit (GPU) market has helped it grow rapidly.From generating just $4 billion in revenue in fiscal 2012 when the use of graphics cards was limited to only a few applications such as personal computers (PCs) and mobile devices for gaming, Nvidia has come a long way. GPUs are now being deployed in huge volumes across a wide range of applications, including computers, consoles, data centers, workstations, and self-driving cars.This explains why Nvidia finished fiscal 2022 (which ended Jan. 30) with a record revenue of nearly $27 billion. The tech giant's impressive growth trajectory is set to continue, as analysts expect its top line to exceed $40 billion by fiscal 2024. That won't be surprising, as Nvidia is the dominant player in the discrete graphics card market that's built for robust long-term growth.But investors who have missed Nvidia stock's hot, market-beating rally over the past decade need not be disappointed. That's because Micron Technology  could turn out to be the next big semiconductor play and replicate Nvidia-like gains. Let's see why that may be the case.Micron Technology is benefiting from the growing application of memory chipsMicron Technology provides memory chips that are used for computing and storage in different applications such as PCs, mobile computing devices, data centers, gaming consoles, factories, cars, and many others. Just like Nvidia, even Micron's market was limited to applications such as computers and mobile phones a decade ago, and devices used to consume a lot less memory than they do now.For some perspective, Micron had generated $8.2 billion in revenue in fiscal 2012, while its loss stood at $1.04 per share thanks to the cyclical nature of the memory market. The chipmaker has been historically affected by booms and busts in memory prices in the past, with its revenue and margins nosediving whenever the memory industry was faced with an oversupply or weak demand.However, it appears that the memory industry is not impacted by cyclicity anymore, thanks to the spurt in applications of DRAM (dynamic random access memory) and NAND flash memory. This is evident from Micron's terrific growth in the ongoing fiscal year, despite concerns on Wall Street last year that memory prices are set to tumble.The company has generated $15.5 billion in revenue for the first six months of fiscal 2022, up 29% over the prior-year period. Analysts expect Micron to finish the fiscal year with nearly $34 billion in revenue while anticipating that its fiscal 2023 revenue would cross $40 billion. For comparison, Micron generated just $8.2 billion in revenue in fiscal 2022 when the size of its addressable market was smaller.So just like Nvidia, Micron has also won big from the growing application of the chips that it sells. In fact, both companies are anticipated to generate identical revenue in a couple of years, as the discussion above indicates.Micron is trying to increase its market shareNvidia's dominant position in the graphics card market has been the driving force behind the company's outstanding growth over the years. According to Jon Peddie Research, Nvidia controlled 81% of the discrete GPU market in the fourth quarter of 2021. The company is also the leading provider of data center graphics cards, with market research firm Omdia estimating that it controlled over 80% of this booming space in 2020.Micron, on the other hand, isn't the largest player in the memory industry. The company controlled 23.5% of the DRAM memory market in 2020, trailing Samsung and SK Hynix, which controlled 41.7% and 29.4% of this market, respectively. However, Micron has been trying to take share away from its rivals on the back of its product development moves, and the good part is that its moves are bearing fruit.As it turns out, Micron reportedly makes the most advanced DRAM node at present as compared to its rivals. And now, the company is on track to begin the production of DRAM chips based on the extreme ultraviolet (EUV) lithography process from 2024 -- a move that's expected to help it maintain a technology lead over rivals.All this indicates that Micron may be on its way to capturing a bigger share of the massive DRAM market that clocked an estimated $92.5 billion in revenue last year. What's more, global DRAM revenue is expected to exceed $200 billion by 2028, which should help Micron sustain its robust growth in the long run.Why Micron could become the next NvidiaMicron is a bigger company than Nvidia in terms of revenue. The memory specialist has generated just over $31 billion in revenue over the trailing 12 months, greater than Nvidia's $26.9 billion. However, Nvidia's expensive valuation means that it is a much bigger company than Micron in terms of market capitalization.Nvidia has a market capitalization of $505 billion as compared to Micron's $79 billion. However, Nvidia trades at a rich 52 times earnings as compared to Micron's trailing earnings multiple of 9. Micron's sales multiple of 2.65 is also much lower than Nvidia's multiple of nearly 21. This explains why Nvidia's valuation eclipses that of Micron by a huge margin.However, analysts estimate both Micron and Nvidia will clock identical annual earnings growth of 30% for the next five years. So it won't be surprising to see Micron trade at a more expensive valuation in the future since it looks well placed to keep growing its earnings and revenue at a nice pace.All this indicates that Micron Technology has the potential to become the next Nvidia. The memory specialist is generating solid revenue and earnings growth and working to increase its market share, and it operates in an industry that's built for growth in the long run. That's why investors looking to buy a growth stock at a cheap valuation may consider buying Micron right now before it becomes more expensive like Nvidia.","news_type":1,"symbols_score_info":{"MU":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}