Profile - To The Moon

Pralob

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- PralobPralob
  ·10-29
  This will hit 5 USD again
  Meme Stock Beyond Meat (BYND) Pops 9% as Bulls Take Over Options Market
  Beyond Meat’s ($BYND) stock surged 9.12% on Tuesday as retail traders ramped up bullish options bets. The jump came as active traders rushed in and...
  Meme Stock Beyond Meat (BYND) Pops 9% as Bulls Take Over Options Market
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- PralobPralob
  ·10-28
  $Rigetti Computing(RGTI)$ today taget 45.6
  272 Comment
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- PralobPralob
  ·10-28
  $Perpetua Resources Corp.(PPTA)$ gonna hit 52 week high 32 usd in next 2 days
  428 Comment
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- PralobPralob
  ·10-28
  $Beyond Meat, Inc.(BYND)$ This gonna reach 8$ on results day
  1.86K 4
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- PralobPralob
  ·10-28
  $EPWK Holdings Ltd.(EPWK)$ this share is going to reach soon all time high as Trump looking in to Chinese sectors
  865 1
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- PralobPralob
  ·10-28
  Its got funding injection of $255 m
  Sorry, this post has been deleted
  188 Comment
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- PralobPralob
  ·10-28
  What about PPTA
  Sorry, this post has been deleted
  215 Comment
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- PralobPralob
  ·09-29
  DVLT
  554 Comment
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- PralobPralob
  ·08-28
  Could be time for stock split
  Nvidia Q3 Revenue Forecasts Suggest AI Trade Has More to Run
  AI chipmaker Nvidia, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.
  Nvidia Q3 Revenue Forecasts Suggest AI Trade Has More to Run
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- PralobPralob
  ·08-19
  Tomorrow Bearish stock on ASX under 1$
  Stock Track | A2 Milk Soars 5.10% on Strategic Supply Chain Overhaul and China Market Expansion
  A2 Milk Company Ltd (ASX: A2M) saw its stock soaring 5.10% in Tuesday's trading session, following the announcement of a significant supply chain transformation and expansion of its China market...
  Stock Track | A2 Milk Soars 5.10% on Strategic Supply Chain Overhaul and China Market Expansion
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will hit 5 USD again","listText":"This will hit 5 USD again","text":"This will hit 5 USD again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494485509874336","repostId":"2579922464","repostType":2,"repost":{"id":"2579922464","kind":"highlight","pubTimestamp":1761727129,"share":"https://ttm.financial/m/news/2579922464?lang=&edition=fundamental","pubTime":"2025-10-29 16:38","market":"fut","language":"en","title":"Meme Stock Beyond Meat (BYND) Pops 9% as Bulls Take Over Options Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2579922464","media":"TIPRANKS","summary":"Beyond Meat’s ($BYND) stock surged 9.12% on Tuesday as retail traders ramped up bullish options bets. 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The jump came as active traders rushed in and...</p>\n\n<a href=\"https://www.tipranks.com/news/meme-stock-beyond-meat-bynd-pops-9-as-bulls-take-over-options-market?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n","source":"tipranks_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>Meme Stock Beyond Meat (BYND) Pops 9% as Bulls Take Over Options 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\">\nMeme Stock Beyond Meat (BYND) Pops 9% as Bulls Take Over Options Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-29 16:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/meme-stock-beyond-meat-bynd-pops-9-as-bulls-take-over-options-market?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Beyond Meat’s ($BYND) stock surged 9.12% on Tuesday as retail traders ramped up bullish options bets. The jump came as active traders rushed in and...</p>\n\n<a href=\"https://www.tipranks.com/news/meme-stock-beyond-meat-bynd-pops-9-as-bulls-take-over-options-market?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4212":"包装食品与肉类","BK4548":"巴美列捷福持仓","BYND":"Beyond Meat, Inc."},"source_url":"https://www.tipranks.com/news/meme-stock-beyond-meat-bynd-pops-9-as-bulls-take-over-options-market?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579922464","content_text":"Beyond Meat’s ($BYND) stock surged 9.12% on Tuesday as retail traders ramped up bullish options bets. 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usd in next 2 days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494072386384136","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494072169296096,"gmtCreate":1761649265758,"gmtModify":1761649268841,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182487605143742","authorIdStr":"4182487605143742"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> This gonna reach 8$ on results day","listText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> This gonna reach 8$ on results day","text":"$Beyond Meat, Inc.(BYND)$ This gonna reach 8$ on results day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":21,"link":"https://ttm.financial/post/494072169296096","isVote":1,"tweetType":1,"viewCount":1857,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199521621873632","authorId":"4199521621873632","name":"Sheen5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4199521621873632","authorIdStr":"4199521621873632"},"content":"Going to the moon","text":"Going to the moon","html":"Going to the moon"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494072182481664,"gmtCreate":1761649159226,"gmtModify":1761657331881,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182487605143742","authorIdStr":"4182487605143742"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/EPWK\">$EPWK Holdings Ltd.(EPWK)$ </a> this share is going to reach soon all time high as Trump looking in to Chinese sectors","listText":"<a href=\"https://ttm.financial/S/EPWK\">$EPWK Holdings Ltd.(EPWK)$ </a> this share is going to reach soon all time high as Trump looking in to Chinese sectors","text":"$EPWK Holdings Ltd.(EPWK)$ this share is going to reach soon all time high as Trump looking in to Chinese sectors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/494072182481664","isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179211271681892","authorId":"4179211271681892","name":"Alley Cat","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"4179211271681892","authorIdStr":"4179211271681892"},"content":"He can influence the market and Chinese sector based on what he says after meeting.","text":"He can influence the market and Chinese sector based on what he says after meeting.","html":"He can influence the market and Chinese sector based on what he says after meeting."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494069064319904,"gmtCreate":1761648503139,"gmtModify":1761648506688,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182487605143742","authorIdStr":"4182487605143742"},"themes":[],"htmlText":"Its got funding injection of $255 m","listText":"Its got funding injection of $255 m","text":"Its got funding injection of $255 m","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494069064319904","repostId":"2578931676","repostType":2,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494069389197768,"gmtCreate":1761648474865,"gmtModify":1761648478378,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182487605143742","authorIdStr":"4182487605143742"},"themes":[],"htmlText":"What about&nbsp; PPTA","listText":"What about&nbsp; PPTA","text":"What about PPTA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494069389197768","repostId":"2578931676","repostType":2,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":483766634762704,"gmtCreate":1759137407842,"gmtModify":1759137411123,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182487605143742","authorIdStr":"4182487605143742"},"themes":[],"htmlText":"DVLT","listText":"DVLT","text":"DVLT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483766634762704","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472280708383432,"gmtCreate":1756338716830,"gmtModify":1756338720931,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182487605143742","authorIdStr":"4182487605143742"},"themes":[],"htmlText":"Could be time for stock split&nbsp;","listText":"Could be time for stock split&nbsp;","text":"Could be time for stock split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472280708383432","repostId":"2562773264","repostType":2,"repost":{"id":"2562773264","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1756337390,"share":"https://ttm.financial/m/news/2562773264?lang=&edition=fundamental","pubTime":"2025-08-28 07:29","market":"us","language":"en","title":"Nvidia Q3 Revenue Forecasts Suggest AI Trade Has More to Run","url":"https://stock-news.laohu8.com/highlight/detail?id=2562773264","media":"Reuters","summary":"AI chipmaker Nvidia, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.","content":"<html><head></head><body><p>Aug 27 (Reuters) - AI chipmaker <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.</p><p>Helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology, Nvidia expects revenue of $54 billion, plus or minus 2%, in the third quarter. That compared with analysts&#39; average estimate of $53.14 billion, according to data compiled by LSEG.</p><p>Shares of the world&#39;s most valuable firm were down 2.4% in extended trading, paring a knee-jerk loss after the report. NVDA gained more than a third so far in 2025 to outpace the benchmark S&amp;P 500 Index&#39;s year-to-date rise of nearly 10%.</p><p>COMMENTS:</p><h2 id=\"id_42253054\" style=\"text-align: start;\">TAUFIQ RAHIM, PRINCIPAL, 2040 ADVISORY</h2><p>&#34;The biggest driver of Nvidia revenue is Compute. This is the first time that revenue platform has declined quarter-on-quarter, since being reported. The decline of 1% is masked by the growth in networking. This is part of an overall challenge to continue to meet Wall Street expectations of hyper-growth. The overall revenue growth of 6% quarter over quarter is the first time it has had single-digit rather than double-digit growth since the beginning of the AI boom.&#34;</p><p>“If there is not a deal with China it raises questions how future revenue expectations can be sustained for the mega cap companies. In addition, the risk of contagion is high because the revenue models are all interlinked. Should the AI sector be in the midst of a bubble as Sam Altman has contended, it makes the recent S&amp;P rally look overvalued.”</p><p>“The implications are bearish in the medium-term but in the short-term it may not have an effect because there are built-in drivers of growth across the AI industry, not just in America but also in global markets.”</p><p>THOMAS MARTIN, SENIOR PORTFOLIO MANAGER, GLOBALT INVESTMENTS, ATLANTA GEORGIA</p><p>&#34;The overall AI trade is still very much intact. Nvidia said demand is just really, really high. So to the extent that you believe that, the AI trade is still at the very early stages.&#34;</p><p>&#34;There&#39;s nothing really to suggest that the AI trade is over. When you have something that is new, and it&#39;s growing as fast as it is, and all of the huge capex announcements from the hyperscalers, it&#39;s evidence that we&#39;re in the early stages. there&#39;s no reason that I can see that you want to sell this off to any great degree.&#34;</p><h2 id=\"id_612736128\" style=\"text-align: start;\">WILL RHIND, FOUNDER AND CEO, GRANITESHARES</h2><p>&#34;The market has gotten so used to NVIDIA delivering blowout earnings and data center growth that anything short of that feels like a disappointment. The modest miss on data center revenue is more a reminder that those huge growth rates are going to slow eventually.&#34;</p><h2 id=\"id_498406201\" style=\"text-align: start;\">BRIAN MULBERRY, SENIOR PORTFOLIO MANAGER, ZACKS INVESTMENT MANAGEMENT</h2><p>&#34;It is double beat on top and bottom line including the $8 billion China cost. After hours even with this strong outperformance the stock is down more than 3% - a signal that the rate of growth is slowing and that causes price momentum to slow in the shares.</p><p>&#34;We saw this with Tesla at times when they would have strong financials but guidance was slowing as capacity was meeting demand which ultimately slows the rate of growth. Now NVDA is “only” growing at 50-55% and that is much less than the 100%+ revenue growth from last year. As that momentum slows, so does the energy in the stock.</p><p>&#34;Manufacturing operations seem to be growing at a pace that forward guidance should be easily intact going forward. It looks like they stated the China impact (opportunity costs) of $8 billion which is right on target with Jensen’s previous public statements and in line with Wall Street expectations.&#34;</p><h2 id=\"id_4282680203\" style=\"text-align: start;\">DAVID WAGNER, HEAD OF EQUITY, APTUS CAPITAL ADVISORS</h2><p>&#34;The negative stock reaction feels like a bit of an incorrect knee-jerk reaction - the company is still growing over 50% on their guidance at a $50B quarterly revenue run rate - that&#39;s remarkable, even for the current valuation. I actually thought the best part of the report was the gross margin guidance of 73.5% showing resilience in profitability, even without any China H20 revenue. I want to be buying the pullback as I am sure management will weave a bullish demand story on the conference call.&#34;</p><h2 id=\"id_1578535289\" style=\"text-align: start;\">NICK FRASSE, PRODUCT MANAGER, VANECK ASSOCIATES, NEW YORK</h2><p>“My takeaway is that these numbers are not unexpected, nor is this reaction. The market has begun to factor in that Nvidia can continue to beat most expectations in spite of headwinds and questions like what they will have to pay to continue selling to China. Their earnings beats and growth in EPS have become more normalized as investors understand their business model better. In the early stages of all this excitement, they had crazy beats that seemed to come out of nowhere; no one then had expected a gaming company to have this amazing AI pivot. Now we look at their business model and see that they don’t have the capital spending drag that vertically integrated companies do, but they’re benefiting from all the money that the hyperscalers clearly continue to keep spending on AI.</p><p>&#34;We launched the VanEck Fabless Semiconductor ETF exactly a year ago today, and Nvidia is its largest holding at 20.67% of the fund right now. These results give us confidence that the hyperscalers are not slowing down, and that it’s getting to the point now where as the Magnificent 7 companies continue to grow, it’s all compounding in their favor. This technology is allowing them to drive revenue higher – and then to spend more of that revenue on more technology.”</p><h2 id=\"id_2967754452\">MATT ORTON, HEAD OF ADVISORY SOLUTIONS, RAYMOND JAMES INVESTMENT MANAGEMENT, TAMPA BAY AREA</h2><p>&#34;I think it should be a positive read-through eventually, after the dust settles, to the rest of the AI trade, and the fact that there&#39;s still a tremendous amount of growth that&#39;s happening.&#34;</p><p>&#34;For Nvidia, it&#39;s more of just calibration of expectations, but the fact that you saw such strong growth, particularly across the data centers, and just the absolute numbers that are associated with the revenues that are coming in, I think all of that is a sign that there is still a lot of room to run with respect to the AI capex story.&#34;</p><p>&#34;The mega caps are the ones propelling a lot of the capex that Nvidia is benefiting from. But obviously Nvidia still is growing, is able to sell. If anything, this just highlights that there&#39;s a lot of durability to this (AI) trade, and that, I think that the businesses of these hyperscalers can continue to accelerate, and you&#39;re not seeing any sort of signs of a slowdown being reflected in the results of Nvidia.&#34;</p><p>&#34;The results from Nvidia will just reaffirm the fact that we&#39;re not in an AI bubble.&#34;</p><h2 id=\"id_1923441063\" style=\"text-align: start;\">DIMITRI ZABELIN, SENIOR ANALYST, AI, PITCHBOOK, SAN FRANCISCO, CA</h2><p>&#34;Since the onset of the AI boom in late 2022, the company has largely beaten forecasts, propelled by explosive growth in its data center division.</p><p>&#34;As U.S. hyperscaler demand continues to expand, Nvidia is diversifying by turning to sovereign buyers to anchor the next wave of adoption, positioning national governments as strategic clients for its hardware.</p><p>&#34;PitchBook’s comp sheet analysis also shows hyperscalers and AI infrastructure leaders outperforming benchmarks, underscoring durable demand for compute hardware as governments and enterprises step up procurement.&#34;</p><h2 id=\"id_2811946773\" style=\"text-align: start;\">LARRY TENTARELLI, CHIEF TECHNICAL STRATEGIST, BLUE CHIP DAILY TREND REPORT</h2><p>&#34;In the very short-term, the stock is seeing some downside testing, as they did not drastically exceed the consensus forecasts. Beyond the short-term volatility, Nvidia remains the benchmark Artificial Intelligence stock and the most direct way to invest in the theme.</p><p>&#34;The AI trade has been the major driver of this bull market over the past 30 months and we expect that both AI and Nvidia will continue to lead.</p><p>&#34;CEO Jensen Huang’s comments on the conference call will be closely monitored by markets, but barring any slowdown comments from Huang, we would be buyers of Nvidia on any near-term weakness. In our view, this is the dominant AI market leader to own.&#34;</p><h2 id=\"id_1655772014\" style=\"text-align: start;\">CHUCK CARLSON, CHIEF EXECUTIVE OFFICER, HORIZON INVESTMENT SERVICES, HAMMOND, INDIANA</h2><p>The results &#34;were okay. They weren&#39;t blow-the-doors-off, but nor were they bad. And I think the stock price movement is going to depend a lot on what they say on the earnings call, especially if they give color on China.&#34;</p><p>&#34;I think people were a little disappointed in the data center number, which looks like the sequential growth was about 5% ... and I think people might have been looking for a little bit more on that side.&#34;</p><p>&#34;I&#39;m not surprised that the stock in the after-market is down a bit, but it is not down a ton, especially given the strength that the stock is showing so far this year.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Q3 Revenue Forecasts Suggest AI Trade Has More to Run</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 Q3 Revenue Forecasts Suggest AI Trade Has More to Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-28 07:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 27 (Reuters) - AI chipmaker <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.</p><p>Helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology, Nvidia expects revenue of $54 billion, plus or minus 2%, in the third quarter. That compared with analysts&#39; average estimate of $53.14 billion, according to data compiled by LSEG.</p><p>Shares of the world&#39;s most valuable firm were down 2.4% in extended trading, paring a knee-jerk loss after the report. NVDA gained more than a third so far in 2025 to outpace the benchmark S&amp;P 500 Index&#39;s year-to-date rise of nearly 10%.</p><p>COMMENTS:</p><h2 id=\"id_42253054\" style=\"text-align: start;\">TAUFIQ RAHIM, PRINCIPAL, 2040 ADVISORY</h2><p>&#34;The biggest driver of Nvidia revenue is Compute. This is the first time that revenue platform has declined quarter-on-quarter, since being reported. The decline of 1% is masked by the growth in networking. This is part of an overall challenge to continue to meet Wall Street expectations of hyper-growth. The overall revenue growth of 6% quarter over quarter is the first time it has had single-digit rather than double-digit growth since the beginning of the AI boom.&#34;</p><p>“If there is not a deal with China it raises questions how future revenue expectations can be sustained for the mega cap companies. In addition, the risk of contagion is high because the revenue models are all interlinked. Should the AI sector be in the midst of a bubble as Sam Altman has contended, it makes the recent S&amp;P rally look overvalued.”</p><p>“The implications are bearish in the medium-term but in the short-term it may not have an effect because there are built-in drivers of growth across the AI industry, not just in America but also in global markets.”</p><p>THOMAS MARTIN, SENIOR PORTFOLIO MANAGER, GLOBALT INVESTMENTS, ATLANTA GEORGIA</p><p>&#34;The overall AI trade is still very much intact. Nvidia said demand is just really, really high. So to the extent that you believe that, the AI trade is still at the very early stages.&#34;</p><p>&#34;There&#39;s nothing really to suggest that the AI trade is over. When you have something that is new, and it&#39;s growing as fast as it is, and all of the huge capex announcements from the hyperscalers, it&#39;s evidence that we&#39;re in the early stages. there&#39;s no reason that I can see that you want to sell this off to any great degree.&#34;</p><h2 id=\"id_612736128\" style=\"text-align: start;\">WILL RHIND, FOUNDER AND CEO, GRANITESHARES</h2><p>&#34;The market has gotten so used to NVIDIA delivering blowout earnings and data center growth that anything short of that feels like a disappointment. The modest miss on data center revenue is more a reminder that those huge growth rates are going to slow eventually.&#34;</p><h2 id=\"id_498406201\" style=\"text-align: start;\">BRIAN MULBERRY, SENIOR PORTFOLIO MANAGER, ZACKS INVESTMENT MANAGEMENT</h2><p>&#34;It is double beat on top and bottom line including the $8 billion China cost. After hours even with this strong outperformance the stock is down more than 3% - a signal that the rate of growth is slowing and that causes price momentum to slow in the shares.</p><p>&#34;We saw this with Tesla at times when they would have strong financials but guidance was slowing as capacity was meeting demand which ultimately slows the rate of growth. Now NVDA is “only” growing at 50-55% and that is much less than the 100%+ revenue growth from last year. As that momentum slows, so does the energy in the stock.</p><p>&#34;Manufacturing operations seem to be growing at a pace that forward guidance should be easily intact going forward. It looks like they stated the China impact (opportunity costs) of $8 billion which is right on target with Jensen’s previous public statements and in line with Wall Street expectations.&#34;</p><h2 id=\"id_4282680203\" style=\"text-align: start;\">DAVID WAGNER, HEAD OF EQUITY, APTUS CAPITAL ADVISORS</h2><p>&#34;The negative stock reaction feels like a bit of an incorrect knee-jerk reaction - the company is still growing over 50% on their guidance at a $50B quarterly revenue run rate - that&#39;s remarkable, even for the current valuation. I actually thought the best part of the report was the gross margin guidance of 73.5% showing resilience in profitability, even without any China H20 revenue. I want to be buying the pullback as I am sure management will weave a bullish demand story on the conference call.&#34;</p><h2 id=\"id_1578535289\" style=\"text-align: start;\">NICK FRASSE, PRODUCT MANAGER, VANECK ASSOCIATES, NEW YORK</h2><p>“My takeaway is that these numbers are not unexpected, nor is this reaction. The market has begun to factor in that Nvidia can continue to beat most expectations in spite of headwinds and questions like what they will have to pay to continue selling to China. Their earnings beats and growth in EPS have become more normalized as investors understand their business model better. In the early stages of all this excitement, they had crazy beats that seemed to come out of nowhere; no one then had expected a gaming company to have this amazing AI pivot. Now we look at their business model and see that they don’t have the capital spending drag that vertically integrated companies do, but they’re benefiting from all the money that the hyperscalers clearly continue to keep spending on AI.</p><p>&#34;We launched the VanEck Fabless Semiconductor ETF exactly a year ago today, and Nvidia is its largest holding at 20.67% of the fund right now. These results give us confidence that the hyperscalers are not slowing down, and that it’s getting to the point now where as the Magnificent 7 companies continue to grow, it’s all compounding in their favor. This technology is allowing them to drive revenue higher – and then to spend more of that revenue on more technology.”</p><h2 id=\"id_2967754452\">MATT ORTON, HEAD OF ADVISORY SOLUTIONS, RAYMOND JAMES INVESTMENT MANAGEMENT, TAMPA BAY AREA</h2><p>&#34;I think it should be a positive read-through eventually, after the dust settles, to the rest of the AI trade, and the fact that there&#39;s still a tremendous amount of growth that&#39;s happening.&#34;</p><p>&#34;For Nvidia, it&#39;s more of just calibration of expectations, but the fact that you saw such strong growth, particularly across the data centers, and just the absolute numbers that are associated with the revenues that are coming in, I think all of that is a sign that there is still a lot of room to run with respect to the AI capex story.&#34;</p><p>&#34;The mega caps are the ones propelling a lot of the capex that Nvidia is benefiting from. But obviously Nvidia still is growing, is able to sell. If anything, this just highlights that there&#39;s a lot of durability to this (AI) trade, and that, I think that the businesses of these hyperscalers can continue to accelerate, and you&#39;re not seeing any sort of signs of a slowdown being reflected in the results of Nvidia.&#34;</p><p>&#34;The results from Nvidia will just reaffirm the fact that we&#39;re not in an AI bubble.&#34;</p><h2 id=\"id_1923441063\" style=\"text-align: start;\">DIMITRI ZABELIN, SENIOR ANALYST, AI, PITCHBOOK, SAN FRANCISCO, CA</h2><p>&#34;Since the onset of the AI boom in late 2022, the company has largely beaten forecasts, propelled by explosive growth in its data center division.</p><p>&#34;As U.S. hyperscaler demand continues to expand, Nvidia is diversifying by turning to sovereign buyers to anchor the next wave of adoption, positioning national governments as strategic clients for its hardware.</p><p>&#34;PitchBook’s comp sheet analysis also shows hyperscalers and AI infrastructure leaders outperforming benchmarks, underscoring durable demand for compute hardware as governments and enterprises step up procurement.&#34;</p><h2 id=\"id_2811946773\" style=\"text-align: start;\">LARRY TENTARELLI, CHIEF TECHNICAL STRATEGIST, BLUE CHIP DAILY TREND REPORT</h2><p>&#34;In the very short-term, the stock is seeing some downside testing, as they did not drastically exceed the consensus forecasts. Beyond the short-term volatility, Nvidia remains the benchmark Artificial Intelligence stock and the most direct way to invest in the theme.</p><p>&#34;The AI trade has been the major driver of this bull market over the past 30 months and we expect that both AI and Nvidia will continue to lead.</p><p>&#34;CEO Jensen Huang’s comments on the conference call will be closely monitored by markets, but barring any slowdown comments from Huang, we would be buyers of Nvidia on any near-term weakness. In our view, this is the dominant AI market leader to own.&#34;</p><h2 id=\"id_1655772014\" style=\"text-align: start;\">CHUCK CARLSON, CHIEF EXECUTIVE OFFICER, HORIZON INVESTMENT SERVICES, HAMMOND, INDIANA</h2><p>The results &#34;were okay. They weren&#39;t blow-the-doors-off, but nor were they bad. And I think the stock price movement is going to depend a lot on what they say on the earnings call, especially if they give color on China.&#34;</p><p>&#34;I think people were a little disappointed in the data center number, which looks like the sequential growth was about 5% ... and I think people might have been looking for a little bit more on that side.&#34;</p><p>&#34;I&#39;m not surprised that the stock in the after-market is down a bit, but it is not down a ton, especially given the strength that the stock is showing so far this year.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250827:nL1N3UJ0Y5:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562773264","content_text":"Aug 27 (Reuters) - AI chipmaker Nvidia, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.Helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology, Nvidia expects revenue of $54 billion, plus or minus 2%, in the third quarter. That compared with analysts' average estimate of $53.14 billion, according to data compiled by LSEG.Shares of the world's most valuable firm were down 2.4% in extended trading, paring a knee-jerk loss after the report. NVDA gained more than a third so far in 2025 to outpace the benchmark S&P 500 Index's year-to-date rise of nearly 10%.COMMENTS:TAUFIQ RAHIM, PRINCIPAL, 2040 ADVISORY\"The biggest driver of Nvidia revenue is Compute. This is the first time that revenue platform has declined quarter-on-quarter, since being reported. The decline of 1% is masked by the growth in networking. This is part of an overall challenge to continue to meet Wall Street expectations of hyper-growth. The overall revenue growth of 6% quarter over quarter is the first time it has had single-digit rather than double-digit growth since the beginning of the AI boom.\"“If there is not a deal with China it raises questions how future revenue expectations can be sustained for the mega cap companies. In addition, the risk of contagion is high because the revenue models are all interlinked. Should the AI sector be in the midst of a bubble as Sam Altman has contended, it makes the recent S&P rally look overvalued.”“The implications are bearish in the medium-term but in the short-term it may not have an effect because there are built-in drivers of growth across the AI industry, not just in America but also in global markets.”THOMAS MARTIN, SENIOR PORTFOLIO MANAGER, GLOBALT INVESTMENTS, ATLANTA GEORGIA\"The overall AI trade is still very much intact. Nvidia said demand is just really, really high. So to the extent that you believe that, the AI trade is still at the very early stages.\"\"There's nothing really to suggest that the AI trade is over. When you have something that is new, and it's growing as fast as it is, and all of the huge capex announcements from the hyperscalers, it's evidence that we're in the early stages. there's no reason that I can see that you want to sell this off to any great degree.\"WILL RHIND, FOUNDER AND CEO, GRANITESHARES\"The market has gotten so used to NVIDIA delivering blowout earnings and data center growth that anything short of that feels like a disappointment. The modest miss on data center revenue is more a reminder that those huge growth rates are going to slow eventually.\"BRIAN MULBERRY, SENIOR PORTFOLIO MANAGER, ZACKS INVESTMENT MANAGEMENT\"It is double beat on top and bottom line including the $8 billion China cost. After hours even with this strong outperformance the stock is down more than 3% - a signal that the rate of growth is slowing and that causes price momentum to slow in the shares.\"We saw this with Tesla at times when they would have strong financials but guidance was slowing as capacity was meeting demand which ultimately slows the rate of growth. Now NVDA is “only” growing at 50-55% and that is much less than the 100%+ revenue growth from last year. As that momentum slows, so does the energy in the stock.\"Manufacturing operations seem to be growing at a pace that forward guidance should be easily intact going forward. It looks like they stated the China impact (opportunity costs) of $8 billion which is right on target with Jensen’s previous public statements and in line with Wall Street expectations.\"DAVID WAGNER, HEAD OF EQUITY, APTUS CAPITAL ADVISORS\"The negative stock reaction feels like a bit of an incorrect knee-jerk reaction - the company is still growing over 50% on their guidance at a $50B quarterly revenue run rate - that's remarkable, even for the current valuation. I actually thought the best part of the report was the gross margin guidance of 73.5% showing resilience in profitability, even without any China H20 revenue. I want to be buying the pullback as I am sure management will weave a bullish demand story on the conference call.\"NICK FRASSE, PRODUCT MANAGER, VANECK ASSOCIATES, NEW YORK“My takeaway is that these numbers are not unexpected, nor is this reaction. The market has begun to factor in that Nvidia can continue to beat most expectations in spite of headwinds and questions like what they will have to pay to continue selling to China. Their earnings beats and growth in EPS have become more normalized as investors understand their business model better. In the early stages of all this excitement, they had crazy beats that seemed to come out of nowhere; no one then had expected a gaming company to have this amazing AI pivot. Now we look at their business model and see that they don’t have the capital spending drag that vertically integrated companies do, but they’re benefiting from all the money that the hyperscalers clearly continue to keep spending on AI.\"We launched the VanEck Fabless Semiconductor ETF exactly a year ago today, and Nvidia is its largest holding at 20.67% of the fund right now. These results give us confidence that the hyperscalers are not slowing down, and that it’s getting to the point now where as the Magnificent 7 companies continue to grow, it’s all compounding in their favor. This technology is allowing them to drive revenue higher – and then to spend more of that revenue on more technology.”MATT ORTON, HEAD OF ADVISORY SOLUTIONS, RAYMOND JAMES INVESTMENT MANAGEMENT, TAMPA BAY AREA\"I think it should be a positive read-through eventually, after the dust settles, to the rest of the AI trade, and the fact that there's still a tremendous amount of growth that's happening.\"\"For Nvidia, it's more of just calibration of expectations, but the fact that you saw such strong growth, particularly across the data centers, and just the absolute numbers that are associated with the revenues that are coming in, I think all of that is a sign that there is still a lot of room to run with respect to the AI capex story.\"\"The mega caps are the ones propelling a lot of the capex that Nvidia is benefiting from. But obviously Nvidia still is growing, is able to sell. If anything, this just highlights that there's a lot of durability to this (AI) trade, and that, I think that the businesses of these hyperscalers can continue to accelerate, and you're not seeing any sort of signs of a slowdown being reflected in the results of Nvidia.\"\"The results from Nvidia will just reaffirm the fact that we're not in an AI bubble.\"DIMITRI ZABELIN, SENIOR ANALYST, AI, PITCHBOOK, SAN FRANCISCO, CA\"Since the onset of the AI boom in late 2022, the company has largely beaten forecasts, propelled by explosive growth in its data center division.\"As U.S. hyperscaler demand continues to expand, Nvidia is diversifying by turning to sovereign buyers to anchor the next wave of adoption, positioning national governments as strategic clients for its hardware.\"PitchBook’s comp sheet analysis also shows hyperscalers and AI infrastructure leaders outperforming benchmarks, underscoring durable demand for compute hardware as governments and enterprises step up procurement.\"LARRY TENTARELLI, CHIEF TECHNICAL STRATEGIST, BLUE CHIP DAILY TREND REPORT\"In the very short-term, the stock is seeing some downside testing, as they did not drastically exceed the consensus forecasts. Beyond the short-term volatility, Nvidia remains the benchmark Artificial Intelligence stock and the most direct way to invest in the theme.\"The AI trade has been the major driver of this bull market over the past 30 months and we expect that both AI and Nvidia will continue to lead.\"CEO Jensen Huang’s comments on the conference call will be closely monitored by markets, but barring any slowdown comments from Huang, we would be buyers of Nvidia on any near-term weakness. In our view, this is the dominant AI market leader to own.\"CHUCK CARLSON, CHIEF EXECUTIVE OFFICER, HORIZON INVESTMENT SERVICES, HAMMOND, INDIANAThe results \"were okay. They weren't blow-the-doors-off, but nor were they bad. And I think the stock price movement is going to depend a lot on what they say on the earnings call, especially if they give color on China.\"\"I think people were a little disappointed in the data center number, which looks like the sequential growth was about 5% ... and I think people might have been looking for a little bit more on that side.\"\"I'm not surprised that the stock in the after-market is down a bit, but it is not down a ton, especially given the strength that the stock is showing so far this year.\"","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469347254325288,"gmtCreate":1755580893193,"gmtModify":1755580897169,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182487605143742","authorIdStr":"4182487605143742"},"themes":[],"htmlText":"Tomorrow Bearish stock on ASX under 1$","listText":"Tomorrow Bearish stock on ASX under 1$","text":"Tomorrow Bearish stock on ASX under 1$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469347254325288","repostId":"1180136150","repostType":2,"repost":{"id":"1180136150","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1755562703,"share":"https://ttm.financial/m/news/1180136150?lang=&edition=fundamental","pubTime":"2025-08-19 08:18","market":"sg","language":"en","title":"Stock Track | A2 Milk Soars 5.10% on Strategic Supply Chain Overhaul and China Market Expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=1180136150","media":"Stock Track","summary":"A2 Milk Company Ltd (ASX: A2M) saw its stock soaring 5.10% in Tuesday's trading session, following the announcement of a significant supply chain transformation and expansion of its China market...","content":"<p>A2 Milk Company Ltd (ASX: A2M) saw its stock soaring 5.10% in Tuesday's trading session, following the announcement of a significant supply chain transformation and expansion of its China market presence. The company's shares rallied despite reporting full-year results for FY 2025 that were slightly below some analysts' expectations.</p>\n\n<p>The cornerstone of A2 Milk's strategic move is the acquisition of Yashili NZ, an integrated nutritional manufacturing facility in New Zealand, for NZ$282 million from a unit of China Mengniu Dairy. This acquisition brings with it two crucial product registrations for the China-label infant formula market, addressing what Jarden analyst Adrian Allbon describes as A2 Milk's \"historical limitation of having only one China-label product registration compared to competitors who typically maintain portfolios of 5-21 registered products.\" Additionally, the company plans to divest its interests in Mataura Valley Milk to Open Country Dairy, a move expected to eliminate operating losses.</p>\n\n<p>While Bell Potter maintained a hold rating on A2 Milk shares with a price target of A$7.85, citing full valuation at current levels, the market's positive reaction suggests investors are optimistic about the long-term benefits of the supply chain overhaul. The company's strategic moves are seen as positioning it for stronger growth in the crucial Chinese market, despite the short-term financial impact of the restructuring.</p>","source":"ai_movement_en","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>Stock Track | A2 Milk Soars 5.10% on Strategic Supply Chain Overhaul and China Market Expansion</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\">\nStock Track | A2 Milk Soars 5.10% on Strategic Supply Chain Overhaul and China Market Expansion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-08-19 08:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A2 Milk Company Ltd (ASX: A2M) saw its stock soaring 5.10% in Tuesday's trading session, following the announcement of a significant supply chain transformation and expansion of its China market presence. The company's shares rallied despite reporting full-year results for FY 2025 that were slightly below some analysts' expectations.</p>\n\n<p>The cornerstone of A2 Milk's strategic move is the acquisition of Yashili NZ, an integrated nutritional manufacturing facility in New Zealand, for NZ$282 million from a unit of China Mengniu Dairy. This acquisition brings with it two crucial product registrations for the China-label infant formula market, addressing what Jarden analyst Adrian Allbon describes as A2 Milk's \"historical limitation of having only one China-label product registration compared to competitors who typically maintain portfolios of 5-21 registered products.\" Additionally, the company plans to divest its interests in Mataura Valley Milk to Open Country Dairy, a move expected to eliminate operating losses.</p>\n\n<p>While Bell Potter maintained a hold rating on A2 Milk shares with a price target of A$7.85, citing full valuation at current levels, the market's positive reaction suggests investors are optimistic about the long-term benefits of the supply chain overhaul. The company's strategic moves are seen as positioning it for stronger growth in the crucial Chinese market, despite the short-term financial impact of the restructuring.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"A2M.AU":"A2 MILK CO LTD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180136150","content_text":"A2 Milk Company Ltd (ASX: A2M) saw its stock soaring 5.10% in Tuesday's trading session, following the announcement of a significant supply chain transformation and expansion of its China market presence. The company's shares rallied despite reporting full-year results for FY 2025 that were slightly below some analysts' expectations.\nThe cornerstone of A2 Milk's strategic move is the acquisition of Yashili NZ, an integrated nutritional manufacturing facility in New Zealand, for NZ$282 million from a unit of China Mengniu Dairy. This acquisition brings with it two crucial product registrations for the China-label infant formula market, addressing what Jarden analyst Adrian Allbon describes as A2 Milk's \"historical limitation of having only one China-label product registration compared to competitors who typically maintain portfolios of 5-21 registered products.\" Additionally, the company plans to divest its interests in Mataura Valley Milk to Open Country Dairy, a move expected to eliminate operating losses.\nWhile Bell Potter maintained a hold rating on A2 Milk shares with a price target of A$7.85, citing full valuation at current levels, the market's positive reaction suggests investors are optimistic about the long-term benefits of the supply chain overhaul. The company's strategic moves are seen as positioning it for stronger growth in the crucial Chinese market, despite the short-term financial impact of the restructuring.","news_type":1,"symbols_score_info":{"A2M.AU":1}},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}