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adrianyeo

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- adrianyeoadrianyeo
  ·2024-01-30
  ok bro keep taking the Ls
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- adrianyeoadrianyeo
  ·2024-01-23
  if you guys think ai is not that big, then ur stupid hahahaha, while software is more important than hardware, to power software there must prevailing hardware.
  AMD Stock Falls 3% After Cut at Northland As AI "Not As Big As Investors Are Thinking"
  AMD (NASDAQ: AMD) was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)
  AMD Stock Falls 3% After Cut at Northland As AI "Not As Big As Investors Are Thinking"
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- adrianyeoadrianyeo
  ·2024-01-18
  ur retarded bro
  Palantir Stock Alert: Sell Into the Next Round of Strength
  PLTR stock may soar after its earnings release next month, but instead of a sign to 'let it ride,' take the money and run when this happens.
  Palantir Stock Alert: Sell Into the Next Round of Strength
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- adrianyeoadrianyeo
  ·2024-01-11
  bro uve been wrong like 6 quarters in a row. i think you should stop giving any ratings 😂😂😂
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- adrianyeoadrianyeo
  ·2024-01-05
  finally a good article but then again swing traders will sell when they gotta sell
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- adrianyeoadrianyeo
  ·2023-09-07
  this has to be one the dumbest post ive read
  NVDA Stock: Nvidia Is Becoming the New Bitcoin
  Speculative investors have been pouring money into NVDA stock. Like any other bubble, history tells us this won't end well.
  NVDA Stock: Nvidia Is Becoming the New Bitcoin
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bro keep taking the Ls","listText":"ok bro keep taking the Ls","text":"ok bro keep taking the Ls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268651295289504","repostId":"2407351288","repostType":2,"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266035832021280,"gmtCreate":1705970700741,"gmtModify":1705974022763,"author":{"id":"4111292551867922","authorId":"4111292551867922","name":"adrianyeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4111292551867922","idStr":"4111292551867922"},"themes":[],"htmlText":"if you guys think ai is not that big, then ur stupid hahahaha, while software is more important than hardware, to power software there must prevailing hardware.","listText":"if you guys think ai is not that big, then ur stupid hahahaha, while software is more important than hardware, to power software there must prevailing hardware.","text":"if you guys think ai is not that big, then ur stupid hahahaha, while software is more important than hardware, to power software there must prevailing hardware.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266035832021280","repostId":"2405702179","repostType":2,"repost":{"id":"2405702179","kind":"highlight","pubTimestamp":1705935639,"share":"https://ttm.financial/m/news/2405702179?lang=&edition=fundamental","pubTime":"2024-01-22 23:00","market":"us","language":"en","title":"AMD Stock Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2405702179","media":"Investing.com","summary":"AMD (NASDAQ: AMD) was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.</p><p>AMD stock fell 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b54f857b68e0bf73342fae8d164bd3e\" tg-width=\"789\" tg-height=\"628\"/></p><p style=\"text-align: left;\">&#34;It&#39;s really big, just not as big as investors are thinking,&#34; analysts at Northland Capital said in a research note.</p><p style=\"text-align: left;\">&#34;While chip prices are cyclically driven by supply and demand, they are flat over the long term,&#34; the analysts noted. &#34;We also believe that AI demand in CY23 was overstated due to double ordering.&#34;</p><p style=\"text-align: left;\">&#34;We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share,&#34; they added.</p><p style=\"text-align: left;\">Northland believes AMD&#39;s shares reflect much higher AI revenue in CY27 than their forecast. With AMD&#39;s shares $6 above the firm&#39;s previous price target and significantly above its upgrade from 7/5/23 before NVDA&#39;s blowout quarter, the firm decided to downgrade the stock.</p></body></html>","source":"investingArticles_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>AMD Stock Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"</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\">\nAMD Stock Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-22 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.AMD stock fell 3% in morning ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405702179","content_text":"AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.AMD stock fell 3% in morning trading.\"It's really big, just not as big as investors are thinking,\" analysts at Northland Capital said in a research note.\"While chip prices are cyclically driven by supply and demand, they are flat over the long term,\" the analysts noted. \"We also believe that AI demand in CY23 was overstated due to double ordering.\"\"We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share,\" they added.Northland believes AMD's shares reflect much higher AI revenue in CY27 than their forecast. With AMD's shares $6 above the firm's previous price target and significantly above its upgrade from 7/5/23 before NVDA's blowout quarter, the firm decided to downgrade the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264368572821720,"gmtCreate":1705562397026,"gmtModify":1705562888331,"author":{"id":"4111292551867922","authorId":"4111292551867922","name":"adrianyeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4111292551867922","idStr":"4111292551867922"},"themes":[],"htmlText":"ur retarded bro","listText":"ur retarded bro","text":"ur retarded bro","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264368572821720","repostId":"2404336753","repostType":2,"repost":{"id":"2404336753","kind":"highlight","pubTimestamp":1705560417,"share":"https://ttm.financial/m/news/2404336753?lang=&edition=fundamental","pubTime":"2024-01-18 14:46","market":"us","language":"en","title":"Palantir Stock Alert: Sell Into the Next Round of Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=2404336753","media":"InvestorPlace","summary":"PLTR stock may soar after its earnings release next month, but instead of a sign to 'let it ride,' take the money and run when this happens.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Palantir Technologies</strong> (<strong>PLTR</strong>) shares have pulled back in recent weeks, but the big rally may be less than a month away.</p></li><li><p>Much like the AI software firm rallied post-earnings back in November, a similar scenario could play out for PLTR stock in mid-February.</p></li><li><p>However, instead of being a sign to “let it ride,” consider a strong post-earnings rally to be your cue to sell into strength, as the risk of a reversal remains.</p></li></ul><p><strong>Palantir Technologies</strong> (NYSE: <strong>PLTR</strong>) stock has pulled back since December and appears range-bound. However, this may be a calm before the storm, ahead of the next big move. Shares may surge when the company announces earnings next month, similar to the surge after the last quarterly release.</p><p>Yet while this suggests now is not the time to sell, that doesn’t mean that another year of big gains is ahead. There’s still a risk of a serious reversal. With this, the next round of major strength for the shares won’t be a sign to “let it ride.” Rather, it will be a sign to take the money and run.</p><h2 id=\"id_505404673\">PLTR Stock Post-Earnings</h2><p>When Palantir announced results for the September quarter back on Nov. 2, investors reacted positively. Shares soared over 20% higher on earnings day and kept on gaining in subsequent trading days.</p><p>While the company’s results just slightly beat revenue and earnings forecasts, the PLTR stock post-earnings rally made sense for multiple reasons. First, year-over-year revenue growth of 17% represented a resurgence in growth. During the June quarter, year-over-year revenue growth came in at only 13%.</p><p>Not only that, Palantir reported its fourth consecutive quarter of GAAP profitability. That makes PLTR eligible to join the <strong>S&amp;P 500</strong> index. The company also reported a big year-over-year increase in its commercial customer count. The market was pleased with Palantir’s latest AI Platform updates.</p><p>Next month, it’s possible that PLTR reports similar figures (re-accelerating growth, continued increases in its commercial book of business). Another profitable quarter may increase excitement about PLTR’s potential inclusion in the S&amp;P 500. All of this could drive another double-digit post-earnings rally for shares.</p><h2 id=\"id_2299859322\">Why Then, is it Best to Sell After the Next Rip?</h2><p>I know what you’re thinking. If PLTR stock soars again on the heels of a well-received earnings release, why sell? Yes, it may seem at first that factors like a continued growth resurgence could result in another strong year of price performance for shares.</p><p>With this, you may think selling now could prove to be a regrettable move in hindsight. Palantir’s future performance is uncertain despite expectations of positive news.</p><p>Although Palantir is experiencing a growth recovery, as Jeffries’ Brent Thill argued in his market-moving downgrade of PLTR (released earlier this month), it may take time for demand to fully recover. A return to prior levels of revenue growth (30% and higher) isn’t likely to happen anytime soon.</p><p>As the year unfolds, revenue and earnings growth may keep re-accelerating, but at a more modest pace. This could, in turn, have a major negative impact on sentiment. The market could go from anticipating a further string of earnings beat to conceding that they went overboard, and a correction is due.</p><h2 id=\"id_2205164584\">Bottom Line: Take Profit Ahead or Right After Earnings</h2><p>While Palantir is experiencing a big increase in commercial market demand (as seen from its growing customer count), results for 2023 could still come in line with sell-side expectations: revenue growth of around 20% and earnings growth in the 16% range.</p><p>While nothing to sneeze at, this level of growth may not be enough to sustain PLTR’s current valuation (57 times forward earnings). Even if a moderate de-rating occurs (say, to a forward multiple in the 30-40 range, on par with other profitable AI stocks), that would mean a retreat back to high single-digit/low-teens prices, representing a considerable drop compared to current prices.</p><p>Still, as PLTR stock could first re-hit $20 per share, before slumping back to below $10 per share, in lieu of taking profit today, plan to make your exit during the next big rally, whether one happens ahead of or right after earnings.</p></body></html>","source":"investorplace_stock_picks","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>Palantir Stock Alert: Sell Into the Next Round of Strength</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\">\nPalantir Stock Alert: Sell Into the Next Round of Strength\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-18 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/?p=2620513><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR) shares have pulled back in recent weeks, but the big rally may be less than a month away.Much like the AI software firm rallied post-earnings back in November, a similar ...</p>\n\n<a href=\"https://investorplace.com/?p=2620513\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BK4585":"ETF&股票定投概念","BK4543":"AI","BK4547":"WSB热门概念","BK4588":"碎股","BK4023":"应用软件"},"source_url":"https://investorplace.com/?p=2620513","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2404336753","content_text":"Palantir Technologies (PLTR) shares have pulled back in recent weeks, but the big rally may be less than a month away.Much like the AI software firm rallied post-earnings back in November, a similar scenario could play out for PLTR stock in mid-February.However, instead of being a sign to “let it ride,” consider a strong post-earnings rally to be your cue to sell into strength, as the risk of a reversal remains.Palantir Technologies (NYSE: PLTR) stock has pulled back since December and appears range-bound. However, this may be a calm before the storm, ahead of the next big move. Shares may surge when the company announces earnings next month, similar to the surge after the last quarterly release.Yet while this suggests now is not the time to sell, that doesn’t mean that another year of big gains is ahead. There’s still a risk of a serious reversal. With this, the next round of major strength for the shares won’t be a sign to “let it ride.” Rather, it will be a sign to take the money and run.PLTR Stock Post-EarningsWhen Palantir announced results for the September quarter back on Nov. 2, investors reacted positively. Shares soared over 20% higher on earnings day and kept on gaining in subsequent trading days.While the company’s results just slightly beat revenue and earnings forecasts, the PLTR stock post-earnings rally made sense for multiple reasons. First, year-over-year revenue growth of 17% represented a resurgence in growth. During the June quarter, year-over-year revenue growth came in at only 13%.Not only that, Palantir reported its fourth consecutive quarter of GAAP profitability. That makes PLTR eligible to join the S&P 500 index. The company also reported a big year-over-year increase in its commercial customer count. The market was pleased with Palantir’s latest AI Platform updates.Next month, it’s possible that PLTR reports similar figures (re-accelerating growth, continued increases in its commercial book of business). Another profitable quarter may increase excitement about PLTR’s potential inclusion in the S&P 500. All of this could drive another double-digit post-earnings rally for shares.Why Then, is it Best to Sell After the Next Rip?I know what you’re thinking. If PLTR stock soars again on the heels of a well-received earnings release, why sell? Yes, it may seem at first that factors like a continued growth resurgence could result in another strong year of price performance for shares.With this, you may think selling now could prove to be a regrettable move in hindsight. Palantir’s future performance is uncertain despite expectations of positive news.Although Palantir is experiencing a growth recovery, as Jeffries’ Brent Thill argued in his market-moving downgrade of PLTR (released earlier this month), it may take time for demand to fully recover. A return to prior levels of revenue growth (30% and higher) isn’t likely to happen anytime soon.As the year unfolds, revenue and earnings growth may keep re-accelerating, but at a more modest pace. This could, in turn, have a major negative impact on sentiment. The market could go from anticipating a further string of earnings beat to conceding that they went overboard, and a correction is due.Bottom Line: Take Profit Ahead or Right After EarningsWhile Palantir is experiencing a big increase in commercial market demand (as seen from its growing customer count), results for 2023 could still come in line with sell-side expectations: revenue growth of around 20% and earnings growth in the 16% range.While nothing to sneeze at, this level of growth may not be enough to sustain PLTR’s current valuation (57 times forward earnings). Even if a moderate de-rating occurs (say, to a forward multiple in the 30-40 range, on par with other profitable AI stocks), that would mean a retreat back to high single-digit/low-teens prices, representing a considerable drop compared to current prices.Still, as PLTR stock could first re-hit $20 per share, before slumping back to below $10 per share, in lieu of taking profit today, plan to make your exit during the next big rally, whether one happens ahead of or right after earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261725386350792,"gmtCreate":1704908161924,"gmtModify":1704908914744,"author":{"id":"4111292551867922","authorId":"4111292551867922","name":"adrianyeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4111292551867922","idStr":"4111292551867922"},"themes":[],"htmlText":"bro uve been wrong like 6 quarters in a row. i think you should stop giving any ratings 😂😂😂","listText":"bro uve been wrong like 6 quarters in a row. i think you should stop giving any ratings 😂😂😂","text":"bro uve been wrong like 6 quarters in a row. i think you should stop giving any ratings 😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261725386350792","repostId":"2402113078","repostType":2,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259874554249272,"gmtCreate":1704456282558,"gmtModify":1704461620127,"author":{"id":"4111292551867922","authorId":"4111292551867922","name":"adrianyeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4111292551867922","idStr":"4111292551867922"},"themes":[],"htmlText":"finally a good article but then again swing traders will sell when they gotta sell","listText":"finally a good article but then again swing traders will sell when they gotta sell","text":"finally a good article but then again swing traders will sell when they gotta sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259874554249272","repostId":"2400313269","repostType":2,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217020563882016,"gmtCreate":1694062201922,"gmtModify":1694065566977,"author":{"id":"4111292551867922","authorId":"4111292551867922","name":"adrianyeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4111292551867922","idStr":"4111292551867922"},"themes":[],"htmlText":"this has to be one the dumbest post ive read","listText":"this has to be one the dumbest post ive read","text":"this has to be one the dumbest post ive read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/217020563882016","repostId":"2365079739","repostType":2,"repost":{"id":"2365079739","kind":"highlight","pubTimestamp":1694053820,"share":"https://ttm.financial/m/news/2365079739?lang=&edition=fundamental","pubTime":"2023-09-07 10:30","market":"us","language":"en","title":"NVDA Stock: Nvidia Is Becoming the New Bitcoin","url":"https://stock-news.laohu8.com/highlight/detail?id=2365079739","media":"InvestorPlace","summary":"Speculative investors have been pouring money into NVDA stock. Like any other bubble, history tells us this won't end well.","content":"<html><head></head><body><p><strong>Nvidia’s</strong> (NASDAQ:<strong>NVDA</strong>) second-quarter results on Aug. 23 <em>should </em>have been a triumph for AI enthusiasts. The Silicon Valley chipmaker beat revenue estimates by 20.3% and net profits by 29.5%. These stunning figures would ordinarily send any stock soaring. Or at least give bulls some hope for future earnings growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb75670a6570fb48660fee7ab80e20a\" title=\"Source: Evolf / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Evolf / Shutterstock.com</span></p><p>But investors would have been disappointed on both counts. Nvidia’s stock rose less than 1% over the following week — a tiny fraction of what bulls might have expected. And instead of future developments, Nvidia’s management announced a $25 billion stock buyback program. These programs are typically designed to <em>shrink </em>companies and boost earnings per share once growth begins to slow. <strong>Apple</strong> (NASDAQ:<strong>AAPL</strong>), for instance, started its share buyback program in 2013 just as iPhone profits reached a downward inflection point.</p><p>Instead, the real winners of Nvidia’s boom have been options traders… or at least its market makers. These speculators often care little about what an underlying company does. As long as the underlying asset promises to move in a predictable direction, these gamblers are more than happy to buy in. Activity in Nvidia’s options has risen eightfold since 2021, and InvestorPlace.com contributor Michael Gayed has gone as far as to call Nvidia a “source of liquidity” — a term usually reserved for either the Federal Reserve or “The Bank of Mom and Dad.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc93f2c242f2926870f37222eac03f38\" tg-width=\"1280\" tg-height=\"720\"/></p><p>This isn’t the first time a new technology has become a zero-sum betting game. In 2017, <strong>Bitcoin</strong> (<strong><u>BTC-USD</u></strong>) became a de facto casino after its futures were listed on the highly liquid <strong>Chicago Mercantile Exchange</strong>. Over $50 trillion in Bitcoin has since changed hands despite the crypto’s inability to find many real-world uses. Japanese real estate in the 1990s and Chinese tech stocks of the 2000s share many similarities. At the height of the 2008 and 2014 Chinese stock market bubbles, many day traders admitted to only knowing their investments by their six-digit tickers. As the mystique of artificial intelligence grows, Nvidia’s shares risk falling into the same trap.</p><h2 id=\"id_1687001557\">Castles in the Sky</h2><p>First, it’s important to note that Nvidia has some <em>significant</em> differences from cryptocurrencies. The former is a business that generates cash flow; analysts expect Nvidia to generate up to $30 billion in free cash flow this year. The chipmaker is also a picks-and-shovels play on artificial intelligence, a field with fewer established alternatives to crypto payments. Meanwhile, Bitcoin and other cryptos typically generate no internal cash flows. (Cash generated from staking is more like money-lending). Real-world adoption of these coins also remains limited to a handful of companies and super-fans.</p><p>But Nvidia and Bitcoin also share a lot in common.</p><p>Consider valuation. Today, Nvidia’s $1.13 trillion valuation represents a 240X multiple of trailing earnings, making it the most expensive tech stock based on normalized figures. Even if the chipmaker raises its net income 8X from $4.37 billion to $37.96 billion by fiscal 2026, the company would have to keep increasing that figure by 7.3% per year <em>for the next two decades</em> to justify its current share price of $470.  </p><p>As for its lofty $622 Wall Street price target? Nvidia will have to generate $145 billion of free cash flow by 2042 to justify that valuation, 2.5X more than what <strong>Microsoft</strong> (NASDAQ:<strong>MSFT</strong>) makes today.</p><p>There’s also growing evidence that traders are piling into NVDA stock to gamble. According to Fintel, net gamma exposure to Nvidia’s stock reached as high as $636.61 earlier this week after speculators bought an enormous number of bullish call options. For every 1% Nvidia’s stock price rises, market makers will now lose roughly $636.61 million, compared to $0 in 2022. The entire market capitalization of Nvidia now also turns over once every 30 days, compared to 65-80 days in previous years.</p><p>That makes Nvidia more like Bitcoin than a promising semiconductor stock. As Josh Enomoto notes on our free news site, InvestorPlace.com, target prices are getting driven ever higher by credulous Wall Street analysts.</p><h2 id=\"id_3002569477\">Management Knows Nvidia Isn’t Worth $1.13 Trillion</h2><p>Nvidia’s management clearly understands the disconnect. During the company’s Q2 earnings call, chief financial officer Colette Kress announced that the board approved an additional $25 billion for stock repurchases to add to its remaining $4 billion authorization. The firm also returned roughly $3.4 billion to shareholders during the quarter through share repurchases and dividends. To them, it’s more important to return cash to shareholders at high valuations than it is to hold onto a large war chest.</p><p>This tells us that management has little use for the excess cash that the AI gold rush is creating. Nvidia is a fabless chip designer that outsources its production to third-party providers. Unlike <strong>Intel</strong> (NASDAQ:<strong>INTC</strong>), Nvidia does not need to spend billions on creating “fab” chip factories. It also sees little potential to acquire future growth, like what <strong>Advanced Micro Devices</strong> (NASDAQ:<strong>AMD</strong>) did in its $49 billion acquisition of networking giant Xilinx.</p><p>But speculators seem to care little for such truths. To them, Nvidia is an investment in AI. And the only direction it can go is up. </p><p>According to data from Refinitiv, open interest for bullish call options has exploded in recent weeks. The number of $500 calls due January 2024 has risen more than 175%, even as Nvidia’s stock has flatlined. These risky bets pay nothing unless the stock rises above $500 by early next year. </p><p>Bitcoin saw similarly bullish bets during its 2021 run. Futures contracts for the cryptocurrency traded as high as $65,900 toward the bubble’s peak as investors continued expecting more gains. That story ended as most bubbles do. </p><h2 id=\"id_2787639519\">What Is Nvidia Stock Worth?</h2><p>Realistic estimates now peg Nvidia’s justified value at around $350 per share. This assumes that its free cash flow peaks in 2026 at $52.5 billion before declining to $42.5 billion by 2046 as competitors eat away at the lower end of the market. These figures are still well above Intel’s peak earnings power in the 2010s. </p><p>There’s also a great deal of potential downside. If companies like Microsoft and <strong>Alphabet </strong>(NASDAQ:<strong><u>GOOG</u></strong>, NASDAQ:<strong><u>GOOGL</u></strong>) successfully develop in-house GPUs, Nvidia’s free cash flow could recede to the $5 billion to $10 billion range, sending the stock’s justified value into the $200 range. And if free cash flow collapses back to 2020-22 levels, NVDA stock could sink as low as $110.</p><p>Of course, none of this matters in the short term. The chipmaker is riding a tidal wave of positive sentiment, which means its stock could rise to $600… $800… $1,000… or more. Nothing stopped Bitcoin from peaking at a $1.27 trillion valuation, or altcoins from rising even further. We know from history that speculative assets tend to keep going up in the short run. </p><p>But when the AI hangover eventually comes, we can expect financial historians to ask the age-old question: </p><p><em>“What were they thinking?” </em></p><p>That’s why investors should view Nvidia’s near-$500 price tag with deep suspicion. Companies like <strong>Qualcomm</strong> (NASDAQ:<strong>QCOM</strong>) and Intel trade for roughly a tenth of its valuation from a price-to-earnings standpoint. And though Nvidia is winning the AI revolution so far, history also tells us that no castle in the sky has ever stayed aloft forever.</p></body></html>","source":"investorplace_stock_picks","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>NVDA Stock: Nvidia Is Becoming the New Bitcoin</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\">\nNVDA Stock: Nvidia Is Becoming the New Bitcoin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-07 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/09/nvda-stock-nvidia-is-becoming-the-new-bitcoin/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia’s (NASDAQ:NVDA) second-quarter results on Aug. 23 should have been a triumph for AI enthusiasts. The Silicon Valley chipmaker beat revenue estimates by 20.3% and net profits by 29.5%. These ...</p>\n\n<a href=\"https://investorplace.com/2023/09/nvda-stock-nvidia-is-becoming-the-new-bitcoin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2023/09/nvda-stock-nvidia-is-becoming-the-new-bitcoin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2365079739","content_text":"Nvidia’s (NASDAQ:NVDA) second-quarter results on Aug. 23 should have been a triumph for AI enthusiasts. The Silicon Valley chipmaker beat revenue estimates by 20.3% and net profits by 29.5%. These stunning figures would ordinarily send any stock soaring. Or at least give bulls some hope for future earnings growth.Source: Evolf / Shutterstock.comBut investors would have been disappointed on both counts. Nvidia’s stock rose less than 1% over the following week — a tiny fraction of what bulls might have expected. And instead of future developments, Nvidia’s management announced a $25 billion stock buyback program. These programs are typically designed to shrink companies and boost earnings per share once growth begins to slow. Apple (NASDAQ:AAPL), for instance, started its share buyback program in 2013 just as iPhone profits reached a downward inflection point.Instead, the real winners of Nvidia’s boom have been options traders… or at least its market makers. These speculators often care little about what an underlying company does. As long as the underlying asset promises to move in a predictable direction, these gamblers are more than happy to buy in. Activity in Nvidia’s options has risen eightfold since 2021, and InvestorPlace.com contributor Michael Gayed has gone as far as to call Nvidia a “source of liquidity” — a term usually reserved for either the Federal Reserve or “The Bank of Mom and Dad.”This isn’t the first time a new technology has become a zero-sum betting game. In 2017, Bitcoin (BTC-USD) became a de facto casino after its futures were listed on the highly liquid Chicago Mercantile Exchange. Over $50 trillion in Bitcoin has since changed hands despite the crypto’s inability to find many real-world uses. Japanese real estate in the 1990s and Chinese tech stocks of the 2000s share many similarities. At the height of the 2008 and 2014 Chinese stock market bubbles, many day traders admitted to only knowing their investments by their six-digit tickers. As the mystique of artificial intelligence grows, Nvidia’s shares risk falling into the same trap.Castles in the SkyFirst, it’s important to note that Nvidia has some significant differences from cryptocurrencies. The former is a business that generates cash flow; analysts expect Nvidia to generate up to $30 billion in free cash flow this year. The chipmaker is also a picks-and-shovels play on artificial intelligence, a field with fewer established alternatives to crypto payments. Meanwhile, Bitcoin and other cryptos typically generate no internal cash flows. (Cash generated from staking is more like money-lending). Real-world adoption of these coins also remains limited to a handful of companies and super-fans.But Nvidia and Bitcoin also share a lot in common.Consider valuation. Today, Nvidia’s $1.13 trillion valuation represents a 240X multiple of trailing earnings, making it the most expensive tech stock based on normalized figures. Even if the chipmaker raises its net income 8X from $4.37 billion to $37.96 billion by fiscal 2026, the company would have to keep increasing that figure by 7.3% per year for the next two decades to justify its current share price of $470.  As for its lofty $622 Wall Street price target? Nvidia will have to generate $145 billion of free cash flow by 2042 to justify that valuation, 2.5X more than what Microsoft (NASDAQ:MSFT) makes today.There’s also growing evidence that traders are piling into NVDA stock to gamble. According to Fintel, net gamma exposure to Nvidia’s stock reached as high as $636.61 earlier this week after speculators bought an enormous number of bullish call options. For every 1% Nvidia’s stock price rises, market makers will now lose roughly $636.61 million, compared to $0 in 2022. The entire market capitalization of Nvidia now also turns over once every 30 days, compared to 65-80 days in previous years.That makes Nvidia more like Bitcoin than a promising semiconductor stock. As Josh Enomoto notes on our free news site, InvestorPlace.com, target prices are getting driven ever higher by credulous Wall Street analysts.Management Knows Nvidia Isn’t Worth $1.13 TrillionNvidia’s management clearly understands the disconnect. During the company’s Q2 earnings call, chief financial officer Colette Kress announced that the board approved an additional $25 billion for stock repurchases to add to its remaining $4 billion authorization. The firm also returned roughly $3.4 billion to shareholders during the quarter through share repurchases and dividends. To them, it’s more important to return cash to shareholders at high valuations than it is to hold onto a large war chest.This tells us that management has little use for the excess cash that the AI gold rush is creating. Nvidia is a fabless chip designer that outsources its production to third-party providers. Unlike Intel (NASDAQ:INTC), Nvidia does not need to spend billions on creating “fab” chip factories. It also sees little potential to acquire future growth, like what Advanced Micro Devices (NASDAQ:AMD) did in its $49 billion acquisition of networking giant Xilinx.But speculators seem to care little for such truths. To them, Nvidia is an investment in AI. And the only direction it can go is up. According to data from Refinitiv, open interest for bullish call options has exploded in recent weeks. The number of $500 calls due January 2024 has risen more than 175%, even as Nvidia’s stock has flatlined. These risky bets pay nothing unless the stock rises above $500 by early next year. Bitcoin saw similarly bullish bets during its 2021 run. Futures contracts for the cryptocurrency traded as high as $65,900 toward the bubble’s peak as investors continued expecting more gains. That story ended as most bubbles do. What Is Nvidia Stock Worth?Realistic estimates now peg Nvidia’s justified value at around $350 per share. This assumes that its free cash flow peaks in 2026 at $52.5 billion before declining to $42.5 billion by 2046 as competitors eat away at the lower end of the market. These figures are still well above Intel’s peak earnings power in the 2010s. There’s also a great deal of potential downside. If companies like Microsoft and Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) successfully develop in-house GPUs, Nvidia’s free cash flow could recede to the $5 billion to $10 billion range, sending the stock’s justified value into the $200 range. And if free cash flow collapses back to 2020-22 levels, NVDA stock could sink as low as $110.Of course, none of this matters in the short term. The chipmaker is riding a tidal wave of positive sentiment, which means its stock could rise to $600… $800… $1,000… or more. Nothing stopped Bitcoin from peaking at a $1.27 trillion valuation, or altcoins from rising even further. We know from history that speculative assets tend to keep going up in the short run. But when the AI hangover eventually comes, we can expect financial historians to ask the age-old question: “What were they thinking?” That’s why investors should view Nvidia’s near-$500 price tag with deep suspicion. Companies like Qualcomm (NASDAQ:QCOM) and Intel trade for roughly a tenth of its valuation from a price-to-earnings standpoint. And though Nvidia is winning the AI revolution so far, history also tells us that no castle in the sky has ever stayed aloft forever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4155806237276522","authorId":"4155806237276522","name":"Ng Wee Guan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4155806237276522","idStr":"4155806237276522"},"content":"I rolled my eyes when i saw the title. Company produces products Bitcoins don’t","text":"I rolled my eyes when i saw the title. Company produces products Bitcoins don’t","html":"I rolled my eyes when i saw the title. Company produces products Bitcoins don’t"}],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}