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Bobjojuki

Bobjojuki

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05-28

$Tesla Motors(TSLA)$ hohoho

05-28

$Tesla Motors(TSLA)$ greatest

05-28

$Tesla Motors(TSLA)$

05-27

Pushing up ahead..

Nvidia Doubles Down on Taiwan With $150 Billion Investment. Turns Back on China

05-24

Omg

05-23

Great article, would you like to share it?

Nvidia Poured $18.6 Billion into Venture-Capital Investments in Just Three Months. Where Does the Cash Trail Lead?

05-20

Great day

05-19

Cool

05-16

Space X to the moon

05-01

great time now

@Tiger_comments:S&P 500 Concludes Best Month Since 2020! Chase New High or Take Profits?

03-06

Hopefully this share update trends up side..

2025-11-04

$Palantir Technologies Inc.(PLTR)$

2025-10-27

$APPLIED DIGITAL CORP(APLD)$

2025-08-29

$APPLIED DIGITAL CORP(APLD)$

2025-08-20

$NVIDIA(NVDA)$ bullish pleasure

2025-07-26

$NVIDIA(NVDA)$ keep it.... Continue higher...

2025-07-04

Continue to 10 trillion company

2025-07-04

Great Nvidia.. Great time continue to 10trillion company...

2025-06-29

Great article, would you like to share it?

@Tiger_comments:HBD to Musk! Guess What Wishes He is Making For This Year?

2025-06-12

Good continue uptrend

Go to Tiger App to see more news

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ahead..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568822301918224","repostId":"2638687506","repostType":2,"repost":{"id":"2638687506","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1779875813,"share":"https://ttm.financial/m/news/2638687506?lang=en_US&edition=fundamental","pubTime":"2026-05-27 17:56","market":"sg","language":"en","title":"Nvidia Doubles Down on Taiwan With $150 Billion Investment. Turns Back on China","url":"https://stock-news.laohu8.com/highlight/detail?id=2638687506","media":"Dow Jones","summary":"$Nvidia(NVDA)$ is brushing aside concerns over the vulnerability of Taiwan in the chip supply chain, as it plans to spend $150 billion annually with Taiwanese suppliers.Nvidia CEO Jensen Huang...","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is brushing aside concerns over the vulnerability of Taiwan in the chip supply chain, as it plans to spend $150 billion annually with Taiwanese suppliers.</p><p style=\"text-align: left;\">TSMC shares gained 2% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f08dc70bd835f43e53ea8a16c3dd419\" data-align=\"center\" tg-width=\"762\" tg-height=\"830\"/><span></span></p><p style=\"text-align: left;\">Nvidia CEO Jensen Huang announced the huge spending plan at an event in Taipei to celebrate the launch of the chip maker&#39;s new campus in Taiwan on Wednesday.</p><p style=\"text-align: left;\">Huang noted that Nvidia is already spending around $100 billion a year annually in Taiwan, the home of its most important supplier <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a>. He didn&#39;t give a time frame for the boost to its investment.</p><p style=\"text-align: left;\">Huang is in Taiwan ahead of the Computex conference, the annual event which acts as a showcase for the self-ruled island&#39;s technology industry and a reminder of its vital place in global supply chains.</p><p style=\"text-align: left;\">Nvidia&#39;s vote of confidence is an important one, amid persistent concerns that Beijing will one day move against Taiwan, which China considers its own.</p><p style=\"text-align: left;\">Those worries have intensified recently after President Donald Trump suggested earlier this month he might use a $14 billion package of U.S. arms for Taiwan that awaits his approval as a &#34;negotiating chip&#34; with China. The comments were made after Trump&#39;s summit with Chinese leader Xi Jinping.</p><p style=\"text-align: left;\">American law makes it U.S. policy to provide Taiwan with weapons for its own self-defense. Trump has said policy on Taiwan hasn&#39;t changed and in December approved a separate $11.1 billion arms package.</p><p style=\"text-align: left;\"></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 Doubles Down on Taiwan With $150 Billion Investment. Turns Back on China</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 Doubles Down on Taiwan With $150 Billion Investment. Turns Back on China\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-27 17:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is brushing aside concerns over the vulnerability of Taiwan in the chip supply chain, as it plans to spend $150 billion annually with Taiwanese suppliers.</p><p style=\"text-align: left;\">TSMC shares gained 2% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f08dc70bd835f43e53ea8a16c3dd419\" data-align=\"center\" tg-width=\"762\" tg-height=\"830\"/><span></span></p><p style=\"text-align: left;\">Nvidia CEO Jensen Huang announced the huge spending plan at an event in Taipei to celebrate the launch of the chip maker&#39;s new campus in Taiwan on Wednesday.</p><p style=\"text-align: left;\">Huang noted that Nvidia is already spending around $100 billion a year annually in Taiwan, the home of its most important supplier <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a>. He didn&#39;t give a time frame for the boost to its investment.</p><p style=\"text-align: left;\">Huang is in Taiwan ahead of the Computex conference, the annual event which acts as a showcase for the self-ruled island&#39;s technology industry and a reminder of its vital place in global supply chains.</p><p style=\"text-align: left;\">Nvidia&#39;s vote of confidence is an important one, amid persistent concerns that Beijing will one day move against Taiwan, which China considers its own.</p><p style=\"text-align: left;\">Those worries have intensified recently after President Donald Trump suggested earlier this month he might use a $14 billion package of U.S. arms for Taiwan that awaits his approval as a &#34;negotiating chip&#34; with China. The comments were made after Trump&#39;s summit with Chinese leader Xi Jinping.</p><p style=\"text-align: left;\">American law makes it U.S. policy to provide Taiwan with weapons for its own self-defense. Trump has said policy on Taiwan hasn&#39;t changed and in December approved a separate $11.1 billion arms package.</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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He didn't give a time frame for the boost to its investment.Huang is in Taiwan ahead of the Computex conference, the annual event which acts as a showcase for the self-ruled island's technology industry and a reminder of its vital place in global supply chains.Nvidia's vote of confidence is an important one, amid persistent concerns that Beijing will one day move against Taiwan, which China considers its own.Those worries have intensified recently after President Donald Trump suggested earlier this month he might use a $14 billion package of U.S. arms for Taiwan that awaits his approval as a \"negotiating chip\" with China. The comments were made after Trump's summit with Chinese leader Xi Jinping.American law makes it U.S. policy to provide Taiwan with weapons for its own self-defense. Trump has said policy on Taiwan hasn't changed and in December approved a separate $11.1 billion arms package.","news_type":1,"symbols_score_info":{"NVDO":0.6,"NVDU":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVII":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVDD":0.6,"03145":0.6,"2NVD.UK":0.6,"ANV":0.6,"NVDS":0.6,"NVDB":0.6,"NVDQ":0.6,"TSMY":0.6,"3NVD.UK":0.6,"NVDL":0.6,"TSMX":0.6,"TSMU":0.6,"STSM":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"07788":0.6,"TSMG":0.6,"NVD":0.6,"DIPS":0.6,"NVYY":0.6,"07388":0.6,"NVDW":0.6,"TSMZ":0.6,"NVD2.UK":0.6,"NVDX":0.6,"NVDA":1.96,"TSM":1.91}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567589514322464,"gmtCreate":1779600635953,"gmtModify":1779600639115,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Omg&nbsp;","listText":"Omg&nbsp;","text":"Omg","images":[{"img":"https://community-static.tradeup.com/news/41fbb4c0d9c278a7f06c3b9534d4577a","width":"834","height":"8599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567589514322464","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":567294956843208,"gmtCreate":1779528970718,"gmtModify":1779528974254,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567294956843208","repostId":"2637931426","repostType":2,"repost":{"id":"2637931426","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1779506100,"share":"https://ttm.financial/m/news/2637931426?lang=en_US&edition=fundamental","pubTime":"2026-05-23 11:15","market":"us","language":"en","title":"Nvidia Poured $18.6 Billion into Venture-Capital Investments in Just Three Months. Where Does the Cash Trail Lead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2637931426","media":"Dow Jones","summary":"A rapidly growing asset class on Nvidia’s balance sheet reveals how tightly tethered its future is to the financial health of its partners.","content":"<html><head></head><body><p style=\"text-align: start;\">On the surface, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has been generating enormous amounts of cash by selling the chips driving the artificial-intelligence boom to customers that are clamoring for them. The company generated $48.6 billion of free cash flow in the last quarter, according to a recent securities filing. Saudi Aramco, the Saudi oil monopoly, and Apple, the iPhone maker, are the only other companies in the world capable of producing so much cash.</p><p style=\"text-align: start;\">But a close look at Nvidia’s financials suggests that a portion of that cash may be coming from Nvidia itself, analysts say, adding that Nvidia could need to increasingly fund its own customers to help them buy chips.</p><p>“Our intention is to prioritize R&amp;D and strategic investment. Both will enable us to cultivate our ecosystem, drive market growth, and strengthen our market position,” CFO Colette Kress said on Nvidia’s earnings call this week.</p><p>Cape Fear Advisors CEO Greg Collins wrote in a recent Substack post that Nvidia has been clear that it’s investing in private AI companies to help them buy Nvidia chips. “The company replaced an independent demand market with one it is partly financing into existence — and on the call, named the pattern a competitive advantage,” Collins wrote. “The demand-source mix has moved toward categories whose growth depends on Nvidia’s continued capital deployment.”</p><p style=\"text-align: start;\">As the kingmaker of the AI boom, Nvidia has invested in its own customers, strategic partners and competitors. It has stepped into the role of venture capitalist by participating in funding rounds for some of the hottest AI startups. Recent deals include the right to purchase up to $2.1 billion in shares of neocloud <a href=\"https://laohu8.com/S/IREN\">Iren</a> and up to $3.2 billion in shares of fiber-optics company <a href=\"https://laohu8.com/S/GLW\">Corning</a>.</p><p style=\"text-align: start;\">The move has bolstered Nvidia’s full-stack AI portfolio and put the company’s cash to work. But writing these checks is costly and fuels a circular investment cycle that makes it difficult to determine whether demand for Nvidia’s chips is economically organic or inflated by its own capital, according to analysts. One line item on Nvidia’s statement of cash flows in particular could be relevant to Nvidia’s available capital: purchases of nonmarketable equity securities. These purchases have been steadily growing over the past few quarters.</p><p>In its last quarter, Nvidia used $18.58 billion of cash to purchase nonmarketable equity securities — illiquid assets not traded on exchanges— a securities filing showed. In the same quarter a year earlier, Nvidia spent just $649 million on purchases of nonmarketable equity securities. Nvidia’s rapid increase over the last year of such purchases resulted in the company owning $42.3 billion on nonmarketable equity securities at the end of the April quarter, up from just $3.2 billion a year ago. As a result, Nvidia’s capital intensity may be much higher than what it looks like on paper, according to Collins.</p><p style=\"text-align: start;\">While Nvidia didn’t specifically say in its regulatory filings which private companies make up its portfolio of nonmarketable equity securities, the company disclosed in its annual filing from January that it invested $17.5 billion in private companies and infrastructure funds, including AI model makers, and that “many of these investments are illiquid and non‑marketable.”</p><p style=\"text-align: start;\">Collins believes the line item encompasses private companies Nvidia has invested in, such as Anthropic, OpenAI and xAI, which was acquired by SpaceX. The value of these investments is held at cost basis, a securities filing said, unless an observable event such as a new financing round results in a price change.</p><p style=\"text-align: start;\">Representatives from Nvidia did not immediately respond to a MarketWatch request for comment.</p><p style=\"text-align: start;\">Since the $18.58 billion that Nvidia used to purchase stakes in private companies is not classified as capital expenditures, Nvidia’s headline free cash flow of $48.6 billion for the quarter presents as if the money is still available for distribution or organic reinvestment, Collins told MarketWatch over email. However, in reality, the billions that Nvidia has invested in its AI ecosystem “will only convert back to cash if and when those companies IPO or get acquired at favorable marks,” Collins added. Nvidia reported $1.8 billion in capital expenditures in its last quarter, which means that for every dollar the company spends on its own assets, it deploys roughly 10 dollars into the overall AI ecosystem, Collins pointed out.</p><p style=\"text-align: start;\">The private companies that raised $18.58 billion from Nvidia in its last quarter are using that large amount of cash for something, like buying Nvidia chips.</p><p style=\"text-align: start;\">With OpenAI, Anthropic and SpaceX all planning to go public sometime this year, that could require Nvidia to reclassify its nonmarketable equity securities as marketable securities at fair value — essentially liquid assets that can fluctuate wildly in price. Nvidia has benefited from making itself a central part of the AI ecosystem, but that means that the company has tethered its own financial performance to that of its partners and customers.</p><p style=\"text-align: start;\">Seaport analyst Jay Goldberg sees Nvidia’s extensive investments as part of the company’s strategy to shield itself from growing competition. He initially flagged this trend following the company’s third-quarter results in November, when the company reported $8.2 billion of nonmarketable equity securities. “This is fairly small in the context of its operations, but it grew considerably this quarter, tripling over the past 9 months, and is likely to grow even more next year,” Goldberg wrote at the time. Goldberg is the only analyst tracked by FactSet with a sell rating on Nvidia’s stock.</p><p style=\"text-align: start;\">In an email to MarketWatch, Goldberg also highlighted the disclosure of $30 billion in multiyear cloud service agreement commitments, which represent the backstops Nvidia provides to neoclouds like <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>. Last September, Nvidia signed a deal with CoreWeave, for example, agreeing to purchase any unsold capacity through 2032, providing credit support for CoreWeave to borrow money from Wall Street lenders and continue growing its business.</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 Poured $18.6 Billion into Venture-Capital Investments in Just Three Months. Where Does the Cash Trail Lead?</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 Poured $18.6 Billion into Venture-Capital Investments in Just Three Months. Where Does the Cash Trail Lead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-23 11:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">On the surface, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has been generating enormous amounts of cash by selling the chips driving the artificial-intelligence boom to customers that are clamoring for them. The company generated $48.6 billion of free cash flow in the last quarter, according to a recent securities filing. Saudi Aramco, the Saudi oil monopoly, and Apple, the iPhone maker, are the only other companies in the world capable of producing so much cash.</p><p style=\"text-align: start;\">But a close look at Nvidia’s financials suggests that a portion of that cash may be coming from Nvidia itself, analysts say, adding that Nvidia could need to increasingly fund its own customers to help them buy chips.</p><p>“Our intention is to prioritize R&amp;D and strategic investment. Both will enable us to cultivate our ecosystem, drive market growth, and strengthen our market position,” CFO Colette Kress said on Nvidia’s earnings call this week.</p><p>Cape Fear Advisors CEO Greg Collins wrote in a recent Substack post that Nvidia has been clear that it’s investing in private AI companies to help them buy Nvidia chips. “The company replaced an independent demand market with one it is partly financing into existence — and on the call, named the pattern a competitive advantage,” Collins wrote. “The demand-source mix has moved toward categories whose growth depends on Nvidia’s continued capital deployment.”</p><p style=\"text-align: start;\">As the kingmaker of the AI boom, Nvidia has invested in its own customers, strategic partners and competitors. It has stepped into the role of venture capitalist by participating in funding rounds for some of the hottest AI startups. Recent deals include the right to purchase up to $2.1 billion in shares of neocloud <a href=\"https://laohu8.com/S/IREN\">Iren</a> and up to $3.2 billion in shares of fiber-optics company <a href=\"https://laohu8.com/S/GLW\">Corning</a>.</p><p style=\"text-align: start;\">The move has bolstered Nvidia’s full-stack AI portfolio and put the company’s cash to work. But writing these checks is costly and fuels a circular investment cycle that makes it difficult to determine whether demand for Nvidia’s chips is economically organic or inflated by its own capital, according to analysts. One line item on Nvidia’s statement of cash flows in particular could be relevant to Nvidia’s available capital: purchases of nonmarketable equity securities. These purchases have been steadily growing over the past few quarters.</p><p>In its last quarter, Nvidia used $18.58 billion of cash to purchase nonmarketable equity securities — illiquid assets not traded on exchanges— a securities filing showed. In the same quarter a year earlier, Nvidia spent just $649 million on purchases of nonmarketable equity securities. Nvidia’s rapid increase over the last year of such purchases resulted in the company owning $42.3 billion on nonmarketable equity securities at the end of the April quarter, up from just $3.2 billion a year ago. As a result, Nvidia’s capital intensity may be much higher than what it looks like on paper, according to Collins.</p><p style=\"text-align: start;\">While Nvidia didn’t specifically say in its regulatory filings which private companies make up its portfolio of nonmarketable equity securities, the company disclosed in its annual filing from January that it invested $17.5 billion in private companies and infrastructure funds, including AI model makers, and that “many of these investments are illiquid and non‑marketable.”</p><p style=\"text-align: start;\">Collins believes the line item encompasses private companies Nvidia has invested in, such as Anthropic, OpenAI and xAI, which was acquired by SpaceX. The value of these investments is held at cost basis, a securities filing said, unless an observable event such as a new financing round results in a price change.</p><p style=\"text-align: start;\">Representatives from Nvidia did not immediately respond to a MarketWatch request for comment.</p><p style=\"text-align: start;\">Since the $18.58 billion that Nvidia used to purchase stakes in private companies is not classified as capital expenditures, Nvidia’s headline free cash flow of $48.6 billion for the quarter presents as if the money is still available for distribution or organic reinvestment, Collins told MarketWatch over email. However, in reality, the billions that Nvidia has invested in its AI ecosystem “will only convert back to cash if and when those companies IPO or get acquired at favorable marks,” Collins added. Nvidia reported $1.8 billion in capital expenditures in its last quarter, which means that for every dollar the company spends on its own assets, it deploys roughly 10 dollars into the overall AI ecosystem, Collins pointed out.</p><p style=\"text-align: start;\">The private companies that raised $18.58 billion from Nvidia in its last quarter are using that large amount of cash for something, like buying Nvidia chips.</p><p style=\"text-align: start;\">With OpenAI, Anthropic and SpaceX all planning to go public sometime this year, that could require Nvidia to reclassify its nonmarketable equity securities as marketable securities at fair value — essentially liquid assets that can fluctuate wildly in price. Nvidia has benefited from making itself a central part of the AI ecosystem, but that means that the company has tethered its own financial performance to that of its partners and customers.</p><p style=\"text-align: start;\">Seaport analyst Jay Goldberg sees Nvidia’s extensive investments as part of the company’s strategy to shield itself from growing competition. He initially flagged this trend following the company’s third-quarter results in November, when the company reported $8.2 billion of nonmarketable equity securities. “This is fairly small in the context of its operations, but it grew considerably this quarter, tripling over the past 9 months, and is likely to grow even more next year,” Goldberg wrote at the time. Goldberg is the only analyst tracked by FactSet with a sell rating on Nvidia’s stock.</p><p style=\"text-align: start;\">In an email to MarketWatch, Goldberg also highlighted the disclosure of $30 billion in multiyear cloud service agreement commitments, which represent the backstops Nvidia provides to neoclouds like <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>. Last September, Nvidia signed a deal with CoreWeave, for example, agreeing to purchase any unsold capacity through 2032, providing credit support for CoreWeave to borrow money from Wall Street lenders and continue growing its business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IREN":"IREN Ltd","LU1069344957.HKD":"AB SICAV I - 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The company generated $48.6 billion of free cash flow in the last quarter, according to a recent securities filing. Saudi Aramco, the Saudi oil monopoly, and Apple, the iPhone maker, are the only other companies in the world capable of producing so much cash.But a close look at Nvidia’s financials suggests that a portion of that cash may be coming from Nvidia itself, analysts say, adding that Nvidia could need to increasingly fund its own customers to help them buy chips.“Our intention is to prioritize R&D and strategic investment. Both will enable us to cultivate our ecosystem, drive market growth, and strengthen our market position,” CFO Colette Kress said on Nvidia’s earnings call this week.Cape Fear Advisors CEO Greg Collins wrote in a recent Substack post that Nvidia has been clear that it’s investing in private AI companies to help them buy Nvidia chips. “The company replaced an independent demand market with one it is partly financing into existence — and on the call, named the pattern a competitive advantage,” Collins wrote. “The demand-source mix has moved toward categories whose growth depends on Nvidia’s continued capital deployment.”As the kingmaker of the AI boom, Nvidia has invested in its own customers, strategic partners and competitors. It has stepped into the role of venture capitalist by participating in funding rounds for some of the hottest AI startups. Recent deals include the right to purchase up to $2.1 billion in shares of neocloud Iren and up to $3.2 billion in shares of fiber-optics company Corning.The move has bolstered Nvidia’s full-stack AI portfolio and put the company’s cash to work. But writing these checks is costly and fuels a circular investment cycle that makes it difficult to determine whether demand for Nvidia’s chips is economically organic or inflated by its own capital, according to analysts. One line item on Nvidia’s statement of cash flows in particular could be relevant to Nvidia’s available capital: purchases of nonmarketable equity securities. These purchases have been steadily growing over the past few quarters.In its last quarter, Nvidia used $18.58 billion of cash to purchase nonmarketable equity securities — illiquid assets not traded on exchanges— a securities filing showed. In the same quarter a year earlier, Nvidia spent just $649 million on purchases of nonmarketable equity securities. Nvidia’s rapid increase over the last year of such purchases resulted in the company owning $42.3 billion on nonmarketable equity securities at the end of the April quarter, up from just $3.2 billion a year ago. As a result, Nvidia’s capital intensity may be much higher than what it looks like on paper, according to Collins.While Nvidia didn’t specifically say in its regulatory filings which private companies make up its portfolio of nonmarketable equity securities, the company disclosed in its annual filing from January that it invested $17.5 billion in private companies and infrastructure funds, including AI model makers, and that “many of these investments are illiquid and non‑marketable.”Collins believes the line item encompasses private companies Nvidia has invested in, such as Anthropic, OpenAI and xAI, which was acquired by SpaceX. The value of these investments is held at cost basis, a securities filing said, unless an observable event such as a new financing round results in a price change.Representatives from Nvidia did not immediately respond to a MarketWatch request for comment.Since the $18.58 billion that Nvidia used to purchase stakes in private companies is not classified as capital expenditures, Nvidia’s headline free cash flow of $48.6 billion for the quarter presents as if the money is still available for distribution or organic reinvestment, Collins told MarketWatch over email. However, in reality, the billions that Nvidia has invested in its AI ecosystem “will only convert back to cash if and when those companies IPO or get acquired at favorable marks,” Collins added. Nvidia reported $1.8 billion in capital expenditures in its last quarter, which means that for every dollar the company spends on its own assets, it deploys roughly 10 dollars into the overall AI ecosystem, Collins pointed out.The private companies that raised $18.58 billion from Nvidia in its last quarter are using that large amount of cash for something, like buying Nvidia chips.With OpenAI, Anthropic and SpaceX all planning to go public sometime this year, that could require Nvidia to reclassify its nonmarketable equity securities as marketable securities at fair value — essentially liquid assets that can fluctuate wildly in price. Nvidia has benefited from making itself a central part of the AI ecosystem, but that means that the company has tethered its own financial performance to that of its partners and customers.Seaport analyst Jay Goldberg sees Nvidia’s extensive investments as part of the company’s strategy to shield itself from growing competition. He initially flagged this trend following the company’s third-quarter results in November, when the company reported $8.2 billion of nonmarketable equity securities. “This is fairly small in the context of its operations, but it grew considerably this quarter, tripling over the past 9 months, and is likely to grow even more next year,” Goldberg wrote at the time. Goldberg is the only analyst tracked by FactSet with a sell rating on Nvidia’s stock.In an email to MarketWatch, Goldberg also highlighted the disclosure of $30 billion in multiyear cloud service agreement commitments, which represent the backstops Nvidia provides to neoclouds like CoreWeave. Last September, Nvidia signed a deal with CoreWeave, for example, agreeing to purchase any unsold capacity through 2032, providing credit support for CoreWeave to borrow money from Wall Street lenders and continue growing its business.","news_type":1,"symbols_score_info":{"CRWV":2,"NVDG":0.6,"NVDU":0.6,"NVDB":0.6,"IREG":0.6,"NVDX":0.6,"CWVX":0.6,"GLWG":0.6,"NVDY":0.6,"IRE":0.6,"CRWG":0.6,"IREZ":0.6,"SNVD.UK":0.6,"NVDL":0.6,"NVDA":1.98,"NVYY":0.6,"2NVD.UK":0.6,"DIPS":0.6,"GLW":2,"IREX":0.6,"NVDS":0.6,"NVD":0.6,"CRWU":0.6,"NVII":0.6,"3NVD.UK":0.6,"CWII":0.6,"NVDW":0.6,"NVDS.UK":0.6,"CORD":0.6,"NVIW.SI":0.6,"NVDO":0.6,"ANV":0.6,"07788":0.6,"NVD2.UK":0.6,"NVDQ":0.6,"NVD3.UK":0.6,"07388":0.6,"NVDD":0.6,"IREN":2}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566062136336888,"gmtCreate":1779231970310,"gmtModify":1779231974139,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great day&nbsp;","listText":"Great day&nbsp;","text":"Great day","images":[{"img":"https://community-static.tradeup.com/news/2ba87eb8481c6fde352a9e674330d658","width":"834","height":"1706"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566062136336888","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":565859283277016,"gmtCreate":1779182371216,"gmtModify":1779182375099,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Cool&nbsp;","listText":"Cool&nbsp;","text":"Cool","images":[{"img":"https://community-static.tradeup.com/news/a3f6569089bd7bb474eaf5a1dee0afed","width":"834","height":"26358"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565859283277016","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":564721200669272,"gmtCreate":1778904495888,"gmtModify":1778904500143,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Space X to the moon","listText":"Space X to the moon","text":"Space X to the moon","images":[{"img":"https://community-static.tradeup.com/news/15cbf34be38aac63859e355192abb791","width":"834","height":"17856"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564721200669272","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":559580976238776,"gmtCreate":1777648249107,"gmtModify":1777648252468,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"great time now","listText":"great time now","text":"great time now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559580976238776","repostId":"559520496775528","repostType":1,"repost":{"id":559520496775528,"gmtCreate":1777634393516,"gmtModify":1777715400066,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"S&P 500 Concludes Best Month Since 2020! Chase New High or Take Profits?","htmlText":"April's final session: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed at all-time highs (+1%), <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> +0.89%. Full month: S&amp;P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. But Goldman and BofA Are Both Flashing Yellow Goldman Sachs Macro (April 30): S&amp;P rallied 14% from the late-March low to record highs, but the median S&amp;P 500 constituent is still 13% below its 52-week high — market breadth is at its narrowest in decades outside the Dot-Com Bubble. The Momentum factor is up +25% YTD, with hedge fund Momentum net expos","listText":"April's final session: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed at all-time highs (+1%), <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> +0.89%. Full month: S&amp;P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. But Goldman and BofA Are Both Flashing Yellow Goldman Sachs Macro (April 30): S&amp;P rallied 14% from the late-March low to record highs, but the median S&amp;P 500 constituent is still 13% below its 52-week high — market breadth is at its narrowest in decades outside the Dot-Com Bubble. The Momentum factor is up +25% YTD, with hedge fund Momentum net expos","text":"April's final session: $S&P 500(.SPX)$ closed at all-time highs (+1%), $NASDAQ(.IXIC)$ +0.89%. Full month: S&P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. But Goldman and BofA Are Both Flashing Yellow Goldman Sachs Macro (April 30): S&P rallied 14% from the late-March low to record highs, but the median S&P 500 constituent is still 13% below its 52-week high — market breadth is at its narrowest in decades outside the Dot-Com Bubble. The Momentum factor is up +25% YTD, with hedge fund Momentum net expos","images":[{"img":"https://community-static.tradeup.com/news/63bf5ff65f4d8c73384df49f496d8b41"},{"img":"https://community-static.tradeup.com/news/d4d88d880886439008faa03c6b2e12dd"},{"img":"https://community-static.tradeup.com/news/31acde61c4c2e59500b4c5c3f1bf75df"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559520496775528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539744602138080,"gmtCreate":1772795302379,"gmtModify":1772795306428,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Hopefully this share update trends up side..&nbsp;","listText":"Hopefully this share update trends up side..&nbsp;","text":"Hopefully this share update trends up side..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539744602138080","isVote":1,"tweetType":1,"viewCount":1455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496621900345632,"gmtCreate":1762268002995,"gmtModify":1762268005316,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496621900345632","isVote":1,"tweetType":1,"viewCount":2481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":493772254057392,"gmtCreate":1761572506089,"gmtModify":1761572508194,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$APPLIED DIGITAL CORP(APLD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/493772254057392","isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472862865929000,"gmtCreate":1756480730540,"gmtModify":1756480732515,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$APPLIED DIGITAL CORP(APLD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472862865929000","isVote":1,"tweetType":1,"viewCount":3088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469666865848848,"gmtCreate":1755702031004,"gmtModify":1755702034228,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> bullish pleasure&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> bullish pleasure&nbsp;","text":"$NVIDIA(NVDA)$ bullish pleasure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469666865848848","isVote":1,"tweetType":1,"viewCount":3247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460915186115000,"gmtCreate":1753536338541,"gmtModify":1753536342437,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> keep it.... Continue higher...&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> keep it.... Continue higher...&nbsp;","text":"$NVIDIA(NVDA)$ keep it.... Continue higher...","images":[{"img":"https://community-static.tradeup.com/news/370f6433f5ecf72151aba6b065ece527","width":"878","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/460915186115000","isVote":1,"tweetType":1,"viewCount":4832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":453082602787064,"gmtCreate":1751608429228,"gmtModify":1751608432912,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Continue to 10 trillion company&nbsp;","listText":"Continue to 10 trillion company&nbsp;","text":"Continue to 10 trillion company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/453082602787064","isVote":1,"tweetType":1,"viewCount":3080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":453052915659144,"gmtCreate":1751608393585,"gmtModify":1751608398552,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great Nvidia.. Great time continue to &nbsp;10trillion company...&nbsp;","listText":"Great Nvidia.. Great time continue to &nbsp;10trillion company...&nbsp;","text":"Great Nvidia.. Great time continue to 10trillion company...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/453052915659144","isVote":1,"tweetType":1,"viewCount":3571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":451324567261576,"gmtCreate":1751160754248,"gmtModify":1751160756597,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/451324567261576","repostId":"450795876778120","repostType":1,"repost":{"id":450795876778120,"gmtCreate":1751085013470,"gmtModify":1751117435354,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"HBD to Musk! Guess What Wishes He is Making For This Year?","htmlText":"HBD to Elon Musk! Born on June 28, 1971, Musk majored in physics as an undergraduate at the University of Pennsylvania. In 1995, he started his first business founding a company called Zip2.Four years later, in 1999, Zip2 was acquired, earning him his first fortune of $22 million. He then launched his second venture and became an early partner at <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>. Three years later, in 2002, PayPal went public and was acquired, bringing Musk a second windfall of $250 million.Fast forward to July 2017, eight years ago, when the Model 3 officially started mass production.While others were celebrating, Musk couldn’t even crack a smile. The factory could only produce about 2,000 cars per week.Musk had calculated that Tesla’s break-even point was 5,000 c","listText":"HBD to Elon Musk! Born on June 28, 1971, Musk majored in physics as an undergraduate at the University of Pennsylvania. In 1995, he started his first business founding a company called Zip2.Four years later, in 1999, Zip2 was acquired, earning him his first fortune of $22 million. He then launched his second venture and became an early partner at <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>. Three years later, in 2002, PayPal went public and was acquired, bringing Musk a second windfall of $250 million.Fast forward to July 2017, eight years ago, when the Model 3 officially started mass production.While others were celebrating, Musk couldn’t even crack a smile. The factory could only produce about 2,000 cars per week.Musk had calculated that Tesla’s break-even point was 5,000 c","text":"HBD to Elon Musk! Born on June 28, 1971, Musk majored in physics as an undergraduate at the University of Pennsylvania. In 1995, he started his first business founding a company called Zip2.Four years later, in 1999, Zip2 was acquired, earning him his first fortune of $22 million. He then launched his second venture and became an early partner at $PayPal(PYPL)$. Three years later, in 2002, PayPal went public and was acquired, bringing Musk a second windfall of $250 million.Fast forward to July 2017, eight years ago, when the Model 3 officially started mass production.While others were celebrating, Musk couldn’t even crack a smile. The factory could only produce about 2,000 cars per week.Musk had calculated that Tesla’s break-even point was 5,000 c","images":[{"img":"https://community-static.tradeup.com/news/a752d9d169bc95220c5c2a9f0b3c7282"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450795876778120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":445088342020600,"gmtCreate":1749688169779,"gmtModify":1749688172850,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569481861842889","authorIdStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Good continue uptrend&nbsp;","listText":"Good continue uptrend&nbsp;","text":"Good continue uptrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/445088342020600","isVote":1,"tweetType":1,"viewCount":3089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":273623342194936,"gmtCreate":1707840367892,"gmtModify":1707840370028,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOS\">$SOS Limited(SOS)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SOS\">$SOS Limited(SOS)$ &nbsp;</a>","text":"$SOS Limited(SOS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/273623342194936","isVote":1,"tweetType":1,"viewCount":2097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569138117865696,"gmtCreate":1779955942951,"gmtModify":1779955946244,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> hohoho&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> hohoho&nbsp;","text":"$Tesla Motors(TSLA)$ hohoho","images":[{"img":"https://community-static.tradeup.com/news/bed6827a89e87a29bc95877af2aed1a3","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/569138117865696","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":291493360443488,"gmtCreate":1712191287087,"gmtModify":1712191290834,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QS\">$Quantumscape Corp.(QS)$ &nbsp;</a>stock company make new way&nbsp;","listText":"<a href=\"https://ttm.financial/S/QS\">$Quantumscape Corp.(QS)$ &nbsp;</a>stock company make new way&nbsp;","text":"$Quantumscape Corp.(QS)$ stock company make new way","images":[{"img":"https://community-static.tradeup.com/news/c6b728121dd9ba03752bf9559a1c91a5","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/291493360443488","isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"content":"Oh dear.. There once was a time quite unfair, But hang in there, you've got flair. When troubles arise, Just lift up your eyes, For brighter days soon will declare.","text":"Oh dear.. There once was a time quite unfair, But hang in there, you've got flair. When troubles arise, Just lift up your eyes, For brighter days soon will declare.","html":"Oh dear.. There once was a time quite unfair, But hang in there, you've got flair. When troubles arise, Just lift up your eyes, For brighter days soon will declare."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":272113056596192,"gmtCreate":1707471645407,"gmtModify":1707471648861,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272113056596192","repostId":"2410775272","repostType":4,"repost":{"id":"2410775272","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1707470406,"share":"https://ttm.financial/m/news/2410775272?lang=en_US&edition=fundamental","pubTime":"2024-02-09 17:20","market":"sh","language":"en","title":"Arm's Stock Surge Burns Short Sellers, to the Tune of $445 Million in Paper Losses","url":"https://stock-news.laohu8.com/highlight/detail?id=2410775272","media":"Dow Jones","summary":"'Short covering during today's rally should continue for the next few days,' analyst says. Arm Holdings PLC's stock easily had its best day on record Thursday, and its 48% daily surge scorched short sellers in the process.Shorts racked up $445 million in paper losses as Arm's stock  exploded higher in the wake of earnings, according to S3 Partners. The action highlighted how shorting semiconductor stocks \"has not been a profitable trade\" this year, S3's Ihor Dusaniwsky said in a report.Those who've made bearish bets against the sector are down more than $7 billion in mark-to-market losses so far this year, he noted, and about a fifth of those losses came Thursday alone.See also: Arm's stock explodes 50% higher as company proves itself an early AI winner. \"We should expect a reversal of the short-selling trend we have seen in ARM in 2024 as short sellers get squeezed out of their positions,\" said Dusaniwsky, the managing director of predictive analytics at S3. \"Short covering during tod","content":"<html><head></head><body><p>Arm Holdings PLC&#39;s stock easily had its best day on record Thursday, and its 48% daily surge scorched short sellers in the process.</p><p>Shorts racked up $445 million in paper losses as Arm&#39;s stock <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a> exploded higher in the wake of earnings, according to S3 Partners. The action highlighted how shorting semiconductor stocks &#34;has not been a profitable trade&#34; this year, S3&#39;s Ihor Dusaniwsky said in a report.</p><p>Those who&#39;ve made bearish bets against the sector are down more than $7 billion in mark-to-market losses so far this year, he noted, and about a fifth of those losses came Thursday alone.</p><p>While a sizable chunk of Thursday&#39;s paper losses in the chip sector related to Arm, daily paper losses for those short Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Taiwan Semiconductor Manufacturing Co. Ltd. <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> and <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> Inc. (MPWR) were each in excess of $100 million, according to S3.</p><p>Dusaniwsky flagged that Arm short interest is $957 million, with about 12.4 million shares shorted and those representing roughly 1.22% of the float. Arm ranked 14th by short interest within the semiconductor sector.</p><p>&#34;We should expect a reversal of the short-selling trend we have seen in ARM in 2024 as short sellers get squeezed out of their positions,&#34; said Dusaniwsky, the managing director of predictive analytics at S3. &#34;Short covering during today&#39;s rally should continue for the next few days as short sellers look for a slight rebound to the upside to recoup some of their mark-to-market losses as they trim exposure.&#34;</p><p>Arm, a chip designer, stunned investors late Wednesday with better-than-expected results that highlighted momentum for the company&#39;s new architecture as well as traction related to the artificial-intelligence frenzy.</p><p>&#34;The rise/adoption of accelerated compute/AI workloads in the data center, edge and endpoints is driving the requirement for significantly more compute capability and power efficiency per device and motivating ARM&#39;s customer to adopt their highest-performance compute&#34; intellectual property, JPMorgan&#39;s Harlan Sur wrote in a note to clients.</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>Arm's Stock Surge Burns Short Sellers, to the Tune of $445 Million in Paper Losses</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\">\nArm's Stock Surge Burns Short Sellers, to the Tune of $445 Million in Paper Losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-09 17:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Arm Holdings PLC&#39;s stock easily had its best day on record Thursday, and its 48% daily surge scorched short sellers in the process.</p><p>Shorts racked up $445 million in paper losses as Arm&#39;s stock <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a> exploded higher in the wake of earnings, according to S3 Partners. The action highlighted how shorting semiconductor stocks &#34;has not been a profitable trade&#34; this year, S3&#39;s Ihor Dusaniwsky said in a report.</p><p>Those who&#39;ve made bearish bets against the sector are down more than $7 billion in mark-to-market losses so far this year, he noted, and about a fifth of those losses came Thursday alone.</p><p>While a sizable chunk of Thursday&#39;s paper losses in the chip sector related to Arm, daily paper losses for those short Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Taiwan Semiconductor Manufacturing Co. Ltd. <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> and <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> Inc. (MPWR) were each in excess of $100 million, according to S3.</p><p>Dusaniwsky flagged that Arm short interest is $957 million, with about 12.4 million shares shorted and those representing roughly 1.22% of the float. Arm ranked 14th by short interest within the semiconductor sector.</p><p>&#34;We should expect a reversal of the short-selling trend we have seen in ARM in 2024 as short sellers get squeezed out of their positions,&#34; said Dusaniwsky, the managing director of predictive analytics at S3. &#34;Short covering during today&#39;s rally should continue for the next few days as short sellers look for a slight rebound to the upside to recoup some of their mark-to-market losses as they trim exposure.&#34;</p><p>Arm, a chip designer, stunned investors late Wednesday with better-than-expected results that highlighted momentum for the company&#39;s new architecture as well as traction related to the artificial-intelligence frenzy.</p><p>&#34;The rise/adoption of accelerated compute/AI workloads in the data center, edge and endpoints is driving the requirement for significantly more compute capability and power efficiency per device and motivating ARM&#39;s customer to adopt their highest-performance compute&#34; intellectual property, JPMorgan&#39;s Harlan Sur wrote in a note to clients.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4512":"苹果概念","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4534":"瑞士信贷持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4554":"元宇宙及AR概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4532":"文艺复兴科技持仓","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4566":"资本集团","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","TSM":"台积电","ARM":"ARM Holdings","MPWR":"Monolithic Power Systems","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","03145":"华夏亚洲高息股","BK4515":"5G概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4550":"红杉资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","AVGO":"博通","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","ARM.AU":"Anax Metals","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410775272","content_text":"Arm Holdings PLC's stock easily had its best day on record Thursday, and its 48% daily surge scorched short sellers in the process.Shorts racked up $445 million in paper losses as Arm's stock $(ARM)$ exploded higher in the wake of earnings, according to S3 Partners. The action highlighted how shorting semiconductor stocks \"has not been a profitable trade\" this year, S3's Ihor Dusaniwsky said in a report.Those who've made bearish bets against the sector are down more than $7 billion in mark-to-market losses so far this year, he noted, and about a fifth of those losses came Thursday alone.While a sizable chunk of Thursday's paper losses in the chip sector related to Arm, daily paper losses for those short Broadcom Inc. $(AVGO)$, Taiwan Semiconductor Manufacturing Co. Ltd. $(TSM)$ and Monolithic Power Systems Inc. (MPWR) were each in excess of $100 million, according to S3.Dusaniwsky flagged that Arm short interest is $957 million, with about 12.4 million shares shorted and those representing roughly 1.22% of the float. Arm ranked 14th by short interest within the semiconductor sector.\"We should expect a reversal of the short-selling trend we have seen in ARM in 2024 as short sellers get squeezed out of their positions,\" said Dusaniwsky, the managing director of predictive analytics at S3. \"Short covering during today's rally should continue for the next few days as short sellers look for a slight rebound to the upside to recoup some of their mark-to-market losses as they trim exposure.\"Arm, a chip designer, stunned investors late Wednesday with better-than-expected results that highlighted momentum for the company's new architecture as well as traction related to the artificial-intelligence frenzy.\"The rise/adoption of accelerated compute/AI workloads in the data center, edge and endpoints is driving the requirement for significantly more compute capability and power efficiency per device and motivating ARM's customer to adopt their highest-performance compute\" intellectual property, JPMorgan's Harlan Sur wrote in a note to clients.","news_type":1,"symbols_score_info":{"AVGO":1,"ARM.AU":1,"TSM":1,"ARM":0.9,"03145":0.6,"MPWR":1}},"isVote":1,"tweetType":1,"viewCount":1617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472862865929000,"gmtCreate":1756480730540,"gmtModify":1756480732515,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$APPLIED DIGITAL CORP(APLD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472862865929000","isVote":1,"tweetType":1,"viewCount":3088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":451324567261576,"gmtCreate":1751160754248,"gmtModify":1751160756597,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/451324567261576","repostId":"450795876778120","repostType":1,"repost":{"id":450795876778120,"gmtCreate":1751085013470,"gmtModify":1751117435354,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"HBD to Musk! Guess What Wishes He is Making For This Year?","htmlText":"HBD to Elon Musk! Born on June 28, 1971, Musk majored in physics as an undergraduate at the University of Pennsylvania. In 1995, he started his first business founding a company called Zip2.Four years later, in 1999, Zip2 was acquired, earning him his first fortune of $22 million. He then launched his second venture and became an early partner at <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>. Three years later, in 2002, PayPal went public and was acquired, bringing Musk a second windfall of $250 million.Fast forward to July 2017, eight years ago, when the Model 3 officially started mass production.While others were celebrating, Musk couldn’t even crack a smile. The factory could only produce about 2,000 cars per week.Musk had calculated that Tesla’s break-even point was 5,000 c","listText":"HBD to Elon Musk! Born on June 28, 1971, Musk majored in physics as an undergraduate at the University of Pennsylvania. In 1995, he started his first business founding a company called Zip2.Four years later, in 1999, Zip2 was acquired, earning him his first fortune of $22 million. He then launched his second venture and became an early partner at <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>. Three years later, in 2002, PayPal went public and was acquired, bringing Musk a second windfall of $250 million.Fast forward to July 2017, eight years ago, when the Model 3 officially started mass production.While others were celebrating, Musk couldn’t even crack a smile. The factory could only produce about 2,000 cars per week.Musk had calculated that Tesla’s break-even point was 5,000 c","text":"HBD to Elon Musk! Born on June 28, 1971, Musk majored in physics as an undergraduate at the University of Pennsylvania. In 1995, he started his first business founding a company called Zip2.Four years later, in 1999, Zip2 was acquired, earning him his first fortune of $22 million. He then launched his second venture and became an early partner at $PayPal(PYPL)$. Three years later, in 2002, PayPal went public and was acquired, bringing Musk a second windfall of $250 million.Fast forward to July 2017, eight years ago, when the Model 3 officially started mass production.While others were celebrating, Musk couldn’t even crack a smile. The factory could only produce about 2,000 cars per week.Musk had calculated that Tesla’s break-even point was 5,000 c","images":[{"img":"https://community-static.tradeup.com/news/a752d9d169bc95220c5c2a9f0b3c7282"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450795876778120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539744602138080,"gmtCreate":1772795302379,"gmtModify":1772795306428,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Hopefully this share update trends up side..&nbsp;","listText":"Hopefully this share update trends up side..&nbsp;","text":"Hopefully this share update trends up side..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539744602138080","isVote":1,"tweetType":1,"viewCount":1455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496621900345632,"gmtCreate":1762268002995,"gmtModify":1762268005316,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496621900345632","isVote":1,"tweetType":1,"viewCount":2481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":493772254057392,"gmtCreate":1761572506089,"gmtModify":1761572508194,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$APPLIED DIGITAL CORP(APLD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/493772254057392","isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":453052915659144,"gmtCreate":1751608393585,"gmtModify":1751608398552,"author":{"id":"3569481861842889","authorId":"3569481861842889","name":"Bobjojuki","avatar":"https://static.tigerbbs.com/2cb863319f3eeb17cb904c1be5304979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569481861842889","idStr":"3569481861842889"},"themes":[],"title":"","htmlText":"Great Nvidia.. Great time continue to &nbsp;10trillion company...&nbsp;","listText":"Great Nvidia.. Great time continue to &nbsp;10trillion company...&nbsp;","text":"Great Nvidia.. Great time continue to 10trillion company...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/453052915659144","isVote":1,"tweetType":1,"viewCount":3571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}