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Orhluakia

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2021-07-27

Good like my post

Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.

2021-07-26

hellooo

Sorry, the original content has been removed

2021-07-26

woot

Sorry, the original content has been removed

2021-07-26

HFC

My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings

2021-12-31

$AMC Entertainment(AMC)$Already warned all the lurking bears in here that apes are not to be underestimated. It was just a matter of time

06-24

War is coming, sell everything u heard it from me first

Tesla Stock Surges After Musk's Robo-Taxi Rollout. Where Shares Go From Here

2021-07-26

What do u want me to comment man!

Some meme stocks surged in Monday morning trading

2021-06-16

Huat ah

Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets

06-24

War is coming

Sorry, the original content has been removed

2022-01-19

Wow

Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln

2021-06-16

Huat ah

Sorry, the original content has been removed

2024-07-19

$NVDA 20240802 120.0 PUT$

2021-06-18

Feature meee

Sorry, the original content has been removed

Go to Tiger App to see more news

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Where Shares Go From Here","url":"https://stock-news.laohu8.com/highlight/detail?id=2545176154","media":"Dow Jones","summary":"Tesla did it. The company launched its long-awaited robo-taxi service in Austin, Texas, on Sunday.\"Super congratulations to the Tesla AI software and chip design teams on a successful robotaxi launch!!","content":"<html><head></head><body><p>Tesla did it. The company launched its long-awaited robo-taxi service in Austin, Texas, on Sunday.</p><p>&#34;Super congratulations to the Tesla AI software and chip design teams on a successful robotaxi launch!!&#34; tweeted CEO Elon Musk on Sunday. &#34;Both the AI chip and software teams were built from scratch within Tesla.&#34;</p><p>Tesla shares jumped 9.3% to $352.11 in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c970c56db4fae9bea3105571c028d684\" tg-width=\"834\" tg-height=\"832\"/></p><p>The early move is up, but how Tesla stock will trade on Monday and in the coming days is tough to say. The stock market is forward-looking, and sometimes shares rise in anticipation of something, and fall when that something arrives.</p><p>The launch was relatively meager, with only a handful of Teslas involved, in a geofenced area of Austin, with users handpicked by Tesla, and a safety monitor in the front passenger seat.</p><p>&#34;It was a relatively uneventful Sunday in Austin, and uneventful is a good outcome for Tesla&#39;s launch of commercial robotaxi operations [with] about 20 influencers in a geofenced part of Austin (about 10 square miles),&#34; wrote Guggenheim analyst Ronald Jewsikow in a Monday report. &#34;Based on our analysis of publicly available videos from the influencer community, the day was filled with almost entirely clean driving performance.&#34; Jewsikow rates Tesla stock at Sell -- a valuation call -- with a $175 price target. (Tesla stock trades for almost 170 times estimated 2025 earnings, according to FactSet.)</p><p>The level of anticipation for Tesla&#39;s robo-taxi launch couldn&#39;t have been much higher. Bullish analysts and investors believe artificial-intelligence-trained autonomous driving technology is worth trillions of dollars. And coming into Monday trading, Tesla stock was up 35% since the company&#39;s Oct. 10 robo-taxi event when it laid out plans to start a self-driving cab service in 2025.</p><p>Still, investors knew all those details. They are not a surprise. UBS analyst Joseph Spak wrote Monday that the robo-taxi opportunity was already priced into shares. He took his price target on Tesla stock to $215 from $190. But Spak kept his Sell rating based on valuation</p><p>Other challenges remain. Texas recently passed a law requiring self-driving cars to have a permit. The law is effective on Sept. 1. Navigating state regulations is another thing for Tesla to manage. So is competition. Alphabet&#39;s Waymo recently applied for a self-driving taxi permit in New York City. Waymo completes more than 250,000 driverless rides a week in several cities, including San Francisco and Tesla&#39;s hometown of Austin.</p><p>The launch did happen, though. Tesla has now taken money for an autonomous taxi ride. Few companies can say they have achieved that technological and business milestone.</p><p>Fairlead Strategies founder and market technician Katie Stockton recently told Barron&#39;s that Tesla stock has a lot of support around $300. That&#39;s the lever to where it might drop on a sell-the-news reaction. <a href=\"https://laohu8.com/S/ONON\">On</a> the other hand, shares have some resistance from $370 to $380. That&#39;s the initial upside if the reaction is positive.</p><p>Stockton isn&#39;t making a fundamental call on Tesla stock. She&#39;s looking at stock charts and market history to understand changes in investor sentiment, and where the stock can go over the short and medium term.</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>Tesla Stock Surges After Musk's Robo-Taxi Rollout. 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Where Shares Go From Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-06-23 22:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla did it. The company launched its long-awaited robo-taxi service in Austin, Texas, on Sunday.</p><p>&#34;Super congratulations to the Tesla AI software and chip design teams on a successful robotaxi launch!!&#34; tweeted CEO Elon Musk on Sunday. &#34;Both the AI chip and software teams were built from scratch within Tesla.&#34;</p><p>Tesla shares jumped 9.3% to $352.11 in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c970c56db4fae9bea3105571c028d684\" tg-width=\"834\" tg-height=\"832\"/></p><p>The early move is up, but how Tesla stock will trade on Monday and in the coming days is tough to say. The stock market is forward-looking, and sometimes shares rise in anticipation of something, and fall when that something arrives.</p><p>The launch was relatively meager, with only a handful of Teslas involved, in a geofenced area of Austin, with users handpicked by Tesla, and a safety monitor in the front passenger seat.</p><p>&#34;It was a relatively uneventful Sunday in Austin, and uneventful is a good outcome for Tesla&#39;s launch of commercial robotaxi operations [with] about 20 influencers in a geofenced part of Austin (about 10 square miles),&#34; wrote Guggenheim analyst Ronald Jewsikow in a Monday report. &#34;Based on our analysis of publicly available videos from the influencer community, the day was filled with almost entirely clean driving performance.&#34; Jewsikow rates Tesla stock at Sell -- a valuation call -- with a $175 price target. (Tesla stock trades for almost 170 times estimated 2025 earnings, according to FactSet.)</p><p>The level of anticipation for Tesla&#39;s robo-taxi launch couldn&#39;t have been much higher. Bullish analysts and investors believe artificial-intelligence-trained autonomous driving technology is worth trillions of dollars. And coming into Monday trading, Tesla stock was up 35% since the company&#39;s Oct. 10 robo-taxi event when it laid out plans to start a self-driving cab service in 2025.</p><p>Still, investors knew all those details. They are not a surprise. UBS analyst Joseph Spak wrote Monday that the robo-taxi opportunity was already priced into shares. He took his price target on Tesla stock to $215 from $190. But Spak kept his Sell rating based on valuation</p><p>Other challenges remain. Texas recently passed a law requiring self-driving cars to have a permit. The law is effective on Sept. 1. Navigating state regulations is another thing for Tesla to manage. So is competition. Alphabet&#39;s Waymo recently applied for a self-driving taxi permit in New York City. Waymo completes more than 250,000 driverless rides a week in several cities, including San Francisco and Tesla&#39;s hometown of Austin.</p><p>The launch did happen, though. Tesla has now taken money for an autonomous taxi ride. Few companies can say they have achieved that technological and business milestone.</p><p>Fairlead Strategies founder and market technician Katie Stockton recently told Barron&#39;s that Tesla stock has a lot of support around $300. That&#39;s the lever to where it might drop on a sell-the-news reaction. <a href=\"https://laohu8.com/S/ONON\">On</a> the other hand, shares have some resistance from $370 to $380. That&#39;s the initial upside if the reaction is positive.</p><p>Stockton isn&#39;t making a fundamental call on Tesla stock. She&#39;s looking at stock charts and market history to understand changes in investor sentiment, and where the stock can go over the short and medium term.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金","BK4099":"汽车制造商","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4555":"新能源车","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4550":"红杉资本持仓","LU0823411888.USD":"法巴消费创新基金 Cap","TSLA":"特斯拉","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2545176154","content_text":"Tesla did it. The company launched its long-awaited robo-taxi service in Austin, Texas, on Sunday.\"Super congratulations to the Tesla AI software and chip design teams on a successful robotaxi launch!!\" tweeted CEO Elon Musk on Sunday. \"Both the AI chip and software teams were built from scratch within Tesla.\"Tesla shares jumped 9.3% to $352.11 in morning trading.The early move is up, but how Tesla stock will trade on Monday and in the coming days is tough to say. The stock market is forward-looking, and sometimes shares rise in anticipation of something, and fall when that something arrives.The launch was relatively meager, with only a handful of Teslas involved, in a geofenced area of Austin, with users handpicked by Tesla, and a safety monitor in the front passenger seat.\"It was a relatively uneventful Sunday in Austin, and uneventful is a good outcome for Tesla's launch of commercial robotaxi operations [with] about 20 influencers in a geofenced part of Austin (about 10 square miles),\" wrote Guggenheim analyst Ronald Jewsikow in a Monday report. \"Based on our analysis of publicly available videos from the influencer community, the day was filled with almost entirely clean driving performance.\" Jewsikow rates Tesla stock at Sell -- a valuation call -- with a $175 price target. (Tesla stock trades for almost 170 times estimated 2025 earnings, according to FactSet.)The level of anticipation for Tesla's robo-taxi launch couldn't have been much higher. Bullish analysts and investors believe artificial-intelligence-trained autonomous driving technology is worth trillions of dollars. And coming into Monday trading, Tesla stock was up 35% since the company's Oct. 10 robo-taxi event when it laid out plans to start a self-driving cab service in 2025.Still, investors knew all those details. They are not a surprise. UBS analyst Joseph Spak wrote Monday that the robo-taxi opportunity was already priced into shares. He took his price target on Tesla stock to $215 from $190. But Spak kept his Sell rating based on valuationOther challenges remain. Texas recently passed a law requiring self-driving cars to have a permit. The law is effective on Sept. 1. Navigating state regulations is another thing for Tesla to manage. So is competition. Alphabet's Waymo recently applied for a self-driving taxi permit in New York City. Waymo completes more than 250,000 driverless rides a week in several cities, including San Francisco and Tesla's hometown of Austin.The launch did happen, though. Tesla has now taken money for an autonomous taxi ride. Few companies can say they have achieved that technological and business milestone.Fairlead Strategies founder and market technician Katie Stockton recently told Barron's that Tesla stock has a lot of support around $300. That's the lever to where it might drop on a sell-the-news reaction. On the other hand, shares have some resistance from $370 to $380. That's the initial upside if the reaction is positive.Stockton isn't making a fundamental call on Tesla stock. She's looking at stock charts and market history to understand changes in investor sentiment, and where the stock can go over the short and medium term.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":449258893476552,"gmtCreate":1750709159306,"gmtModify":1750717153457,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"War is coming","listText":"War is coming","text":"War is coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/449258893476552","repostId":"2545462244","repostType":2,"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329200468963384,"gmtCreate":1721377117406,"gmtModify":1721377124313,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20240802 120.0 PUT\">$NVDA 20240802 120.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20240802 120.0 PUT\">$NVDA 20240802 120.0 PUT$ </a>&nbsp;","text":"$NVDA 20240802 120.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/0e09306f57a1ffb9b6828399db470c7b","width":"872","height":"1753"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329200468963384","isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9004130686,"gmtCreate":1642523802305,"gmtModify":1676533718836,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004130686","repostId":"1149966362","repostType":4,"repost":{"id":"1149966362","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642512559,"share":"https://ttm.financial/m/news/1149966362?lang=en_US&edition=fundamental","pubTime":"2022-01-18 21:29","market":"us","language":"en","title":"Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1149966362","media":"Tiger Newspress","summary":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game develop","content":"<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</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>Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln</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\">\nMicrosoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-18 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ATVI":"动视暴雪"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149966362","content_text":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.","news_type":1,"symbols_score_info":{"ATVI":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003352044,"gmtCreate":1640887962295,"gmtModify":1676533551477,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Already warned all the lurking bears in here that apes are not to be underestimated. It was just a matter of time","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Already warned all the lurking bears in here that apes are not to be underestimated. It was just a matter of time","text":"$AMC Entertainment(AMC)$Already warned all the lurking bears in here that apes are not to be underestimated. It was just a matter of time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003352044","isVote":1,"tweetType":1,"viewCount":2027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803051554,"gmtCreate":1627397797178,"gmtModify":1703489221145,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"Good like my post&nbsp;","listText":"Good like my post&nbsp;","text":"Good like my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803051554","repostId":"1108884592","repostType":4,"repost":{"id":"1108884592","kind":"news","pubTimestamp":1627292048,"share":"https://ttm.financial/m/news/1108884592?lang=en_US&edition=fundamental","pubTime":"2021-07-26 17:34","market":"us","language":"en","title":"Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108884592","media":"Barrons","summary":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-qu","content":"<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.</p>\n<p>Apple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on&nbsp;the company’s App Store&nbsp;for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.</p>\n<p>But no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.</p>\n<p>He’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.</p>\n<p>The company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.</p>\n<p>Still,Wedbush analyst Dan Ives&nbsp;thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.</p>\n<p>Canaccord analyst T. Michael Walkley&nbsp;also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.</p>\n<p>“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”</p>\n<p>But the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.</p>\n<p>As Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.</p>\n<p>We can reassess after that.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108884592","content_text":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.\nApple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on the company’s App Store for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.\nBut no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.\nHe’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.\nThe company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.\nStill,Wedbush analyst Dan Ives thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.\nCanaccord analyst T. Michael Walkley also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.\n“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”\nBut the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.\nAs Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.\nWe can reassess after that.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800419655,"gmtCreate":1627311705677,"gmtModify":1703487451619,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"What do u want me to comment man!","listText":"What do u want me to comment man!","text":"What do u want me to comment man!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800419655","repostId":"1107003799","repostType":4,"repost":{"id":"1107003799","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627310426,"share":"https://ttm.financial/m/news/1107003799?lang=en_US&edition=fundamental","pubTime":"2021-07-26 22:40","market":"us","language":"en","title":"Some meme stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1107003799","media":"Tiger Newspress","summary":"Some meme stocks surged in Monday morning trading.Express and AMC Entertainment surged 8%,GameStop r","content":"<p>Some meme stocks surged in Monday morning trading.Express&nbsp;and&nbsp;AMC Entertainment&nbsp;surged&nbsp;8%,GameStop&nbsp;rose&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/9f0ee077954bbfaa81c6e9b8ee0c2159\" tg-width=\"371\" tg-height=\"474\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8afd478d8a8529af8275e1431025abb6\" tg-width=\"376\" tg-height=\"296\" width=\"100%\" height=\"auto\"></p>","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>Some meme stocks surged in Monday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome meme stocks surged in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-26 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some meme stocks surged in Monday morning trading.Express&nbsp;and&nbsp;AMC Entertainment&nbsp;surged&nbsp;8%,GameStop&nbsp;rose&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/9f0ee077954bbfaa81c6e9b8ee0c2159\" tg-width=\"371\" tg-height=\"474\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8afd478d8a8529af8275e1431025abb6\" tg-width=\"376\" tg-height=\"296\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc.","CARV":"卡弗储蓄","EXPR":"Express, Inc.","AMC":"AMC院线","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107003799","content_text":"Some meme stocks surged in Monday morning trading.Express and AMC Entertainment surged 8%,GameStop rose 1%.","news_type":1,"symbols_score_info":{"AMC":0.9,"EXPR":0.9,"GME":0.9,"CARV":0.9,"WKHS":0.9}},"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800410732,"gmtCreate":1627311674826,"gmtModify":1703487450473,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"HFC","listText":"HFC","text":"HFC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800410732","repostId":"1117559759","repostType":4,"repost":{"id":"1117559759","kind":"news","pubTimestamp":1627311202,"share":"https://ttm.financial/m/news/1117559759?lang=en_US&edition=fundamental","pubTime":"2021-07-26 22:53","market":"us","language":"en","title":"My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1117559759","media":"seekingalpha","summary":"Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.</li>\n <li>Nvidia’s gross margins (non-GAAP) may grow to 70% by next year due to strong gaming revenue momentum.</li>\n <li>Nvidia’s commentary on China’s cryptocurrency crackdown and how it affects CMP sales will allow for a better modeling of revenues going forward.</li>\n <li>Split or no split, Nvidia has 28% upside.</li>\n <li>I lay out my post-split plan to buy Nvidia at certain key levels.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p>\n<p>Nvidia (NVDA) executed a 4:1 stock split last week Tuesday. While stock splits don’t change a firm’s valuation, Nvidia may initiate a new upleg as earnings next month are likely going to be impressive. My stock price target for Nvidia, adjusted for the stock split, is $250. Nvidia also faces a couple of tests and you should watch out for these key levels before buying.</p>\n<p><b>Nvidia’s stock split</b></p>\n<p>Nvidia’s&nbsp;4:1 stock split&nbsp;has made the stock look cheaper but the fundamentals or the valuation of the firm have not changed. If you bought 100 shares of Nvidia at $800 pre-split, you now own 400 shares with a cost base of $200… the total value of an investment position is unaffected by Nvidia’s stock split, in both cases it is $80,000.</p>\n<p>Companies execute stock splits to make their shares look more affordable and increase liquidity in the market. Nvidia, post-split, has the same market value as before, $485B, only the number of shares outstanding has increased by the factor of four. While there is no evidence that stock splits produce higher returns post-split, the fact that the stock, at least on paper, looks more affordable could lead to increased buying of Nvidia. My stock price target before the split was $1,000 (Nvidia: A $1,000 Stock Price Is Not As Crazy As It Sounds), which calculates to an adjusted stock price target of $250 post-split (28% upside).</p>\n<p><b>What's in store for Nvidia next month?</b></p>\n<p>Nvidia is set to open its books for the second quarter on August 18, 2021 and the semiconductor firm is likely going to report impressive revenue growth for Q2’22. Nvidia's total Q1'22 revenues got an&nbsp;84% bump&nbsp;year-over-year and increased at a 13%-rate Q/Q. Nvidia’s gaming revenues increased at an average annual rate of 22% since FY 2017 while its data center revenues soared 86% annually over the same time period, predominantly because of Nvidia’s Mellanox acquisition in 2020 which considerably expanded Nvidia’s presence in the high performance and data center computing markets.</p>\n<p>Nvidia gets the bulk of its revenues from gaming and data centers. Gaming center revenues increased 11% Q/Q to $2.76B in Q1’22 and revenues will likely have grown at a similar rate in Q2’22 due to strength in the gaming market and accelerating customer uptake of the GeForce RTX 30 Series GPU. The RTX 30 Series has been industry-defining by making \"ray tracing\" the new standard for game developers. Ray tracing is a graphics rendering method that allows for the realistic modeling of light effects in computer games. Strong sales in GeForce RTX 30 Series GPU sales could result in a 10-12% Q/Q revenue bump for Q2'22.</p>\n<p>Data centers, which generate the second biggest pile of revenues for Nvidia, saw growth slowing down in Q1'22 and I am looking forward to hearing an update from Nvidia's management about the prospects for the data center business for the rest of the year. I expect Nvidia to report mid-single-digit revenue growth in data centers for Q2'22 and, hopefully, an update about the Arm acquisition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84bb9f6f3dbca0c67e817a34367aec0a\" tg-width=\"1280\" tg-height=\"620\" width=\"100%\" height=\"auto\"><span>(Source:Nvidia)</span></p>\n<p>What will be interesting to see in next month’s earnings report is how the Chinese cryptocurrency crackdown is impacting Nvidia’s cryptocurrency mining processor/CMP business for the rest of the year, which Nvidia is building from scratch. Soaring cryptocurrency prices in the first quarter have led to a surge in demand for CMPs, a business that is set to contribute up to $1.5B in revenues in FY 2022 (my current estimates are for ‘low-case’ CMP revenues of $1.0B and ‘high-case’ revenues of $1.5B). CMP revenues are included in Nvidia’s “OEM &amp; Other” revenues and based on firm guidance are projected to be $400M in Q2’22.</p>\n<p>Revenues unrelated to gaming and data centers for Q2’22 - Professional Visualization, Auto, and OEM/Other - are likely going to exceed $1.0B and could reach up to $1.2B depending on how strong demand for CMPs was in Q2’22. Since reduced mining difficulty as a result of falling cryptocurrency prices has made mining more profitable, Nvidia should head into the second half of the year with some CMP revenue tailwinds providing support.</p>\n<p>What I am really looking forward to in Nvidia’s Q2 report are Nvidia’s margins. Gross margins - a key figure for semiconductor firms - have trended up strongly, in part because of Nvidia’s Mellanox acquisition which has made a positive contribution to segment performance. I believe Nvidia can grow its gross margins (non-GAAP) to 70% by the start of next year, largely because of continued momentum in the gaming business which gives Nvidia significant pricing power. Nvidia’s guidance for Q2’22 non-GAAP margins was 66.5 percent, plus or minus 50 basis points and actual margins will likely come in at the top of guidance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de5873a468c24b27b0d713a6ea87bb15\" tg-width=\"1269\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>(Source: Nvidia)</span></p>\n<p><b>How I am playing Nvidia post-split</b></p>\n<p>First of all, I am buying the post-split dips (if there are any!). The price of a stock may run-up before a stock split and drop afterwards as traders take profits. This may or may not be the case here. Nvidia’s closing market price on Friday was $195, equivalent to a $780 pre-split price, and the pre-split high of $835 (equivalent to a post-split price of $209) is in striking distance... it only takes a 7% increase in Nvidia's price from here to make new highs.</p>\n<p>Second, I am taking a close look at Nvidia’s 50-day and 200-day moving averages to determine critical support levels. I am ready to buy every dip below a key support level as Nvidia’s upcoming earnings report could be enough of a catalyst to push Nvidia to new highs. The first support level is just below $179 (50-day moving average) which is also where the stock bottomed before the last reversal. If Nvidia's stock dips below $180 before earnings, I am ready to buy just at this level. If the 50-day moving average breaks, the next key support level is $147 (200-day moving average), a level I don't believe Nvidia's stock will fall down to. But if that's the case, then Nvidia would be considered a 'Strong Buy' just below $147.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fb926c9a11e4347aa2edda6d667850e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Nvidia is not cheap... and that’s for a reason. Estimates call for 50% Y/Y revenues growth this year and Nvidia might even see an acceleration in its top line growth next year. Nvidia trades at a P-E ratio of 45 which may be considered low given the revenue growth Nvidia offers...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd1f8abb27427dd6dd83b3d2871eec59\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Other considerations/risks</b></p>\n<p>The market tends to reward good performance and because of a 5-year stretch of impressive business results, Nvidia trades at a high earnings multiplier factor. Nvidia’s outperformance relative to the S&amp;P 500 can continue under the condition that revenue growth doesn’t slow.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd43492fdb8928db4f32cc35dd5a154c\" tg-width=\"1267\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>(Source: Tradingview)</span></p>\n<p>High valuations for growth stocks are normal, but they also come with some risks. If Nvidia’s revenue growth slows and gross margins flatten out or decline, Nvidia may be ripe for a revaluation in which case the risk profile skews to the downside. Declining gross margins, next to a slowdown in revenue growth, are the two biggest risks for Nvidia's stock. A rejection of Nvidia's Arm acquisition and an outright ban of cryptocurrencies are other risks to watch out for. Given the rising rate of institutional adoption outside China, the risk of a crypto ban is quite low.</p>\n<p><b>Final thoughts</b></p>\n<p>Nvidia experiences broad-based strength in its businesses and should see moderate to strong revenue growth in each segment for Q2'22, led by gaming and GeForce RTX GPU sales. Gross margins are going to see a Q/Q improve based on gaming market strength and guidance for Q3’22 could put Nvidia’s non-GAAP gross margin very close to 70%. Key support levels to watch out for and buy the dip are $179 and $147.</p>","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>My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings</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\">\nMy Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.\nNvidia’s gross margins (non-GAAP) may grow to 70% by next year due to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117559759","content_text":"Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.\nNvidia’s gross margins (non-GAAP) may grow to 70% by next year due to strong gaming revenue momentum.\nNvidia’s commentary on China’s cryptocurrency crackdown and how it affects CMP sales will allow for a better modeling of revenues going forward.\nSplit or no split, Nvidia has 28% upside.\nI lay out my post-split plan to buy Nvidia at certain key levels.\n\nDavid Becker/Getty Images News\nNvidia (NVDA) executed a 4:1 stock split last week Tuesday. While stock splits don’t change a firm’s valuation, Nvidia may initiate a new upleg as earnings next month are likely going to be impressive. My stock price target for Nvidia, adjusted for the stock split, is $250. Nvidia also faces a couple of tests and you should watch out for these key levels before buying.\nNvidia’s stock split\nNvidia’s 4:1 stock split has made the stock look cheaper but the fundamentals or the valuation of the firm have not changed. If you bought 100 shares of Nvidia at $800 pre-split, you now own 400 shares with a cost base of $200… the total value of an investment position is unaffected by Nvidia’s stock split, in both cases it is $80,000.\nCompanies execute stock splits to make their shares look more affordable and increase liquidity in the market. Nvidia, post-split, has the same market value as before, $485B, only the number of shares outstanding has increased by the factor of four. While there is no evidence that stock splits produce higher returns post-split, the fact that the stock, at least on paper, looks more affordable could lead to increased buying of Nvidia. My stock price target before the split was $1,000 (Nvidia: A $1,000 Stock Price Is Not As Crazy As It Sounds), which calculates to an adjusted stock price target of $250 post-split (28% upside).\nWhat's in store for Nvidia next month?\nNvidia is set to open its books for the second quarter on August 18, 2021 and the semiconductor firm is likely going to report impressive revenue growth for Q2’22. Nvidia's total Q1'22 revenues got an 84% bump year-over-year and increased at a 13%-rate Q/Q. Nvidia’s gaming revenues increased at an average annual rate of 22% since FY 2017 while its data center revenues soared 86% annually over the same time period, predominantly because of Nvidia’s Mellanox acquisition in 2020 which considerably expanded Nvidia’s presence in the high performance and data center computing markets.\nNvidia gets the bulk of its revenues from gaming and data centers. Gaming center revenues increased 11% Q/Q to $2.76B in Q1’22 and revenues will likely have grown at a similar rate in Q2’22 due to strength in the gaming market and accelerating customer uptake of the GeForce RTX 30 Series GPU. The RTX 30 Series has been industry-defining by making \"ray tracing\" the new standard for game developers. Ray tracing is a graphics rendering method that allows for the realistic modeling of light effects in computer games. Strong sales in GeForce RTX 30 Series GPU sales could result in a 10-12% Q/Q revenue bump for Q2'22.\nData centers, which generate the second biggest pile of revenues for Nvidia, saw growth slowing down in Q1'22 and I am looking forward to hearing an update from Nvidia's management about the prospects for the data center business for the rest of the year. I expect Nvidia to report mid-single-digit revenue growth in data centers for Q2'22 and, hopefully, an update about the Arm acquisition.\n(Source:Nvidia)\nWhat will be interesting to see in next month’s earnings report is how the Chinese cryptocurrency crackdown is impacting Nvidia’s cryptocurrency mining processor/CMP business for the rest of the year, which Nvidia is building from scratch. Soaring cryptocurrency prices in the first quarter have led to a surge in demand for CMPs, a business that is set to contribute up to $1.5B in revenues in FY 2022 (my current estimates are for ‘low-case’ CMP revenues of $1.0B and ‘high-case’ revenues of $1.5B). CMP revenues are included in Nvidia’s “OEM & Other” revenues and based on firm guidance are projected to be $400M in Q2’22.\nRevenues unrelated to gaming and data centers for Q2’22 - Professional Visualization, Auto, and OEM/Other - are likely going to exceed $1.0B and could reach up to $1.2B depending on how strong demand for CMPs was in Q2’22. Since reduced mining difficulty as a result of falling cryptocurrency prices has made mining more profitable, Nvidia should head into the second half of the year with some CMP revenue tailwinds providing support.\nWhat I am really looking forward to in Nvidia’s Q2 report are Nvidia’s margins. Gross margins - a key figure for semiconductor firms - have trended up strongly, in part because of Nvidia’s Mellanox acquisition which has made a positive contribution to segment performance. I believe Nvidia can grow its gross margins (non-GAAP) to 70% by the start of next year, largely because of continued momentum in the gaming business which gives Nvidia significant pricing power. Nvidia’s guidance for Q2’22 non-GAAP margins was 66.5 percent, plus or minus 50 basis points and actual margins will likely come in at the top of guidance.\n(Source: Nvidia)\nHow I am playing Nvidia post-split\nFirst of all, I am buying the post-split dips (if there are any!). The price of a stock may run-up before a stock split and drop afterwards as traders take profits. This may or may not be the case here. Nvidia’s closing market price on Friday was $195, equivalent to a $780 pre-split price, and the pre-split high of $835 (equivalent to a post-split price of $209) is in striking distance... it only takes a 7% increase in Nvidia's price from here to make new highs.\nSecond, I am taking a close look at Nvidia’s 50-day and 200-day moving averages to determine critical support levels. I am ready to buy every dip below a key support level as Nvidia’s upcoming earnings report could be enough of a catalyst to push Nvidia to new highs. The first support level is just below $179 (50-day moving average) which is also where the stock bottomed before the last reversal. If Nvidia's stock dips below $180 before earnings, I am ready to buy just at this level. If the 50-day moving average breaks, the next key support level is $147 (200-day moving average), a level I don't believe Nvidia's stock will fall down to. But if that's the case, then Nvidia would be considered a 'Strong Buy' just below $147.\nData by YCharts\nNvidia is not cheap... and that’s for a reason. Estimates call for 50% Y/Y revenues growth this year and Nvidia might even see an acceleration in its top line growth next year. Nvidia trades at a P-E ratio of 45 which may be considered low given the revenue growth Nvidia offers...\nData by YCharts\nOther considerations/risks\nThe market tends to reward good performance and because of a 5-year stretch of impressive business results, Nvidia trades at a high earnings multiplier factor. Nvidia’s outperformance relative to the S&P 500 can continue under the condition that revenue growth doesn’t slow.\n(Source: Tradingview)\nHigh valuations for growth stocks are normal, but they also come with some risks. If Nvidia’s revenue growth slows and gross margins flatten out or decline, Nvidia may be ripe for a revaluation in which case the risk profile skews to the downside. Declining gross margins, next to a slowdown in revenue growth, are the two biggest risks for Nvidia's stock. A rejection of Nvidia's Arm acquisition and an outright ban of cryptocurrencies are other risks to watch out for. Given the rising rate of institutional adoption outside China, the risk of a crypto ban is quite low.\nFinal thoughts\nNvidia experiences broad-based strength in its businesses and should see moderate to strong revenue growth in each segment for Q2'22, led by gaming and GeForce RTX GPU sales. Gross margins are going to see a Q/Q improve based on gaming market strength and guidance for Q3’22 could put Nvidia’s non-GAAP gross margin very close to 70%. Key support levels to watch out for and buy the dip are $179 and $147.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800410223,"gmtCreate":1627311647962,"gmtModify":1703487449645,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"hellooo","listText":"hellooo","text":"hellooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800410223","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":2203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800434745,"gmtCreate":1627311584287,"gmtModify":1703487447177,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"woot","listText":"woot","text":"woot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800434745","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166798400,"gmtCreate":1624024505700,"gmtModify":1703826892823,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"&nbsp;Feature meee","listText":"&nbsp;Feature meee","text":"Feature meee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166798400","repostId":"2144775875","repostType":4,"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169253993,"gmtCreate":1623839251312,"gmtModify":1703820995002,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169253993","repostId":"2143765982","repostType":4,"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160148708,"gmtCreate":1623776265604,"gmtModify":1703819224584,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574952049120124","idStr":"3574952049120124"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160148708","repostId":"1191245053","repostType":4,"repost":{"id":"1191245053","kind":"news","pubTimestamp":1623762167,"share":"https://ttm.financial/m/news/1191245053?lang=en_US&edition=fundamental","pubTime":"2021-06-15 21:02","market":"us","language":"en","title":"Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1191245053","media":"zerohedge","summary":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers .So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fis","content":"<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p>\n<p>So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p>\n<p><img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p>\n<p>Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p>\n<p><img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p>\n<p><img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p>\n<p><img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p>\n<p><img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p>\n<p>Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p>\n<p><img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p>\n<p><img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p>\n<p>As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p>\n<p><img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p>\n<p>Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></p>","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>Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets</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\">\nQuad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191245053","content_text":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").\nSo picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.\n\nYet while these totals are massive,when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.\n\nIt's worth noting that according to Goldman estimates that combos accountfor 15-20% of SPX options,so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.\n\nThe Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPXrealized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.\n\nThis contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.\n\nThen, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees thatthe extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:the market will become much more volatile in a selloff.\n\nMeanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.\n\nOne final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.\nAs Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"\n\nWhy is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":803051554,"gmtCreate":1627397797178,"gmtModify":1703489221145,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"Good like my post&nbsp;","listText":"Good like my post&nbsp;","text":"Good like my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803051554","repostId":"1108884592","repostType":4,"repost":{"id":"1108884592","kind":"news","pubTimestamp":1627292048,"share":"https://ttm.financial/m/news/1108884592?lang=en_US&edition=fundamental","pubTime":"2021-07-26 17:34","market":"us","language":"en","title":"Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108884592","media":"Barrons","summary":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-qu","content":"<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.</p>\n<p>Apple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on&nbsp;the company’s App Store&nbsp;for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.</p>\n<p>But no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.</p>\n<p>He’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.</p>\n<p>The company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.</p>\n<p>Still,Wedbush analyst Dan Ives&nbsp;thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.</p>\n<p>Canaccord analyst T. Michael Walkley&nbsp;also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.</p>\n<p>“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”</p>\n<p>But the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.</p>\n<p>As Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.</p>\n<p>We can reassess after that.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108884592","content_text":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.\nApple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on the company’s App Store for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.\nBut no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.\nHe’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.\nThe company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.\nStill,Wedbush analyst Dan Ives thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.\nCanaccord analyst T. Michael Walkley also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.\n“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”\nBut the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.\nAs Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.\nWe can reassess after that.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800410223,"gmtCreate":1627311647962,"gmtModify":1703487449645,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"hellooo","listText":"hellooo","text":"hellooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800410223","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":2203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800434745,"gmtCreate":1627311584287,"gmtModify":1703487447177,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"woot","listText":"woot","text":"woot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800434745","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800410732,"gmtCreate":1627311674826,"gmtModify":1703487450473,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"HFC","listText":"HFC","text":"HFC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800410732","repostId":"1117559759","repostType":4,"repost":{"id":"1117559759","kind":"news","pubTimestamp":1627311202,"share":"https://ttm.financial/m/news/1117559759?lang=en_US&edition=fundamental","pubTime":"2021-07-26 22:53","market":"us","language":"en","title":"My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1117559759","media":"seekingalpha","summary":"Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.</li>\n <li>Nvidia’s gross margins (non-GAAP) may grow to 70% by next year due to strong gaming revenue momentum.</li>\n <li>Nvidia’s commentary on China’s cryptocurrency crackdown and how it affects CMP sales will allow for a better modeling of revenues going forward.</li>\n <li>Split or no split, Nvidia has 28% upside.</li>\n <li>I lay out my post-split plan to buy Nvidia at certain key levels.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p>\n<p>Nvidia (NVDA) executed a 4:1 stock split last week Tuesday. While stock splits don’t change a firm’s valuation, Nvidia may initiate a new upleg as earnings next month are likely going to be impressive. My stock price target for Nvidia, adjusted for the stock split, is $250. Nvidia also faces a couple of tests and you should watch out for these key levels before buying.</p>\n<p><b>Nvidia’s stock split</b></p>\n<p>Nvidia’s&nbsp;4:1 stock split&nbsp;has made the stock look cheaper but the fundamentals or the valuation of the firm have not changed. If you bought 100 shares of Nvidia at $800 pre-split, you now own 400 shares with a cost base of $200… the total value of an investment position is unaffected by Nvidia’s stock split, in both cases it is $80,000.</p>\n<p>Companies execute stock splits to make their shares look more affordable and increase liquidity in the market. Nvidia, post-split, has the same market value as before, $485B, only the number of shares outstanding has increased by the factor of four. While there is no evidence that stock splits produce higher returns post-split, the fact that the stock, at least on paper, looks more affordable could lead to increased buying of Nvidia. My stock price target before the split was $1,000 (Nvidia: A $1,000 Stock Price Is Not As Crazy As It Sounds), which calculates to an adjusted stock price target of $250 post-split (28% upside).</p>\n<p><b>What's in store for Nvidia next month?</b></p>\n<p>Nvidia is set to open its books for the second quarter on August 18, 2021 and the semiconductor firm is likely going to report impressive revenue growth for Q2’22. Nvidia's total Q1'22 revenues got an&nbsp;84% bump&nbsp;year-over-year and increased at a 13%-rate Q/Q. Nvidia’s gaming revenues increased at an average annual rate of 22% since FY 2017 while its data center revenues soared 86% annually over the same time period, predominantly because of Nvidia’s Mellanox acquisition in 2020 which considerably expanded Nvidia’s presence in the high performance and data center computing markets.</p>\n<p>Nvidia gets the bulk of its revenues from gaming and data centers. Gaming center revenues increased 11% Q/Q to $2.76B in Q1’22 and revenues will likely have grown at a similar rate in Q2’22 due to strength in the gaming market and accelerating customer uptake of the GeForce RTX 30 Series GPU. The RTX 30 Series has been industry-defining by making \"ray tracing\" the new standard for game developers. Ray tracing is a graphics rendering method that allows for the realistic modeling of light effects in computer games. Strong sales in GeForce RTX 30 Series GPU sales could result in a 10-12% Q/Q revenue bump for Q2'22.</p>\n<p>Data centers, which generate the second biggest pile of revenues for Nvidia, saw growth slowing down in Q1'22 and I am looking forward to hearing an update from Nvidia's management about the prospects for the data center business for the rest of the year. I expect Nvidia to report mid-single-digit revenue growth in data centers for Q2'22 and, hopefully, an update about the Arm acquisition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84bb9f6f3dbca0c67e817a34367aec0a\" tg-width=\"1280\" tg-height=\"620\" width=\"100%\" height=\"auto\"><span>(Source:Nvidia)</span></p>\n<p>What will be interesting to see in next month’s earnings report is how the Chinese cryptocurrency crackdown is impacting Nvidia’s cryptocurrency mining processor/CMP business for the rest of the year, which Nvidia is building from scratch. Soaring cryptocurrency prices in the first quarter have led to a surge in demand for CMPs, a business that is set to contribute up to $1.5B in revenues in FY 2022 (my current estimates are for ‘low-case’ CMP revenues of $1.0B and ‘high-case’ revenues of $1.5B). CMP revenues are included in Nvidia’s “OEM &amp; Other” revenues and based on firm guidance are projected to be $400M in Q2’22.</p>\n<p>Revenues unrelated to gaming and data centers for Q2’22 - Professional Visualization, Auto, and OEM/Other - are likely going to exceed $1.0B and could reach up to $1.2B depending on how strong demand for CMPs was in Q2’22. Since reduced mining difficulty as a result of falling cryptocurrency prices has made mining more profitable, Nvidia should head into the second half of the year with some CMP revenue tailwinds providing support.</p>\n<p>What I am really looking forward to in Nvidia’s Q2 report are Nvidia’s margins. Gross margins - a key figure for semiconductor firms - have trended up strongly, in part because of Nvidia’s Mellanox acquisition which has made a positive contribution to segment performance. I believe Nvidia can grow its gross margins (non-GAAP) to 70% by the start of next year, largely because of continued momentum in the gaming business which gives Nvidia significant pricing power. Nvidia’s guidance for Q2’22 non-GAAP margins was 66.5 percent, plus or minus 50 basis points and actual margins will likely come in at the top of guidance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de5873a468c24b27b0d713a6ea87bb15\" tg-width=\"1269\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>(Source: Nvidia)</span></p>\n<p><b>How I am playing Nvidia post-split</b></p>\n<p>First of all, I am buying the post-split dips (if there are any!). The price of a stock may run-up before a stock split and drop afterwards as traders take profits. This may or may not be the case here. Nvidia’s closing market price on Friday was $195, equivalent to a $780 pre-split price, and the pre-split high of $835 (equivalent to a post-split price of $209) is in striking distance... it only takes a 7% increase in Nvidia's price from here to make new highs.</p>\n<p>Second, I am taking a close look at Nvidia’s 50-day and 200-day moving averages to determine critical support levels. I am ready to buy every dip below a key support level as Nvidia’s upcoming earnings report could be enough of a catalyst to push Nvidia to new highs. The first support level is just below $179 (50-day moving average) which is also where the stock bottomed before the last reversal. If Nvidia's stock dips below $180 before earnings, I am ready to buy just at this level. If the 50-day moving average breaks, the next key support level is $147 (200-day moving average), a level I don't believe Nvidia's stock will fall down to. But if that's the case, then Nvidia would be considered a 'Strong Buy' just below $147.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fb926c9a11e4347aa2edda6d667850e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Nvidia is not cheap... and that’s for a reason. Estimates call for 50% Y/Y revenues growth this year and Nvidia might even see an acceleration in its top line growth next year. Nvidia trades at a P-E ratio of 45 which may be considered low given the revenue growth Nvidia offers...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd1f8abb27427dd6dd83b3d2871eec59\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Other considerations/risks</b></p>\n<p>The market tends to reward good performance and because of a 5-year stretch of impressive business results, Nvidia trades at a high earnings multiplier factor. Nvidia’s outperformance relative to the S&amp;P 500 can continue under the condition that revenue growth doesn’t slow.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd43492fdb8928db4f32cc35dd5a154c\" tg-width=\"1267\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>(Source: Tradingview)</span></p>\n<p>High valuations for growth stocks are normal, but they also come with some risks. If Nvidia’s revenue growth slows and gross margins flatten out or decline, Nvidia may be ripe for a revaluation in which case the risk profile skews to the downside. Declining gross margins, next to a slowdown in revenue growth, are the two biggest risks for Nvidia's stock. A rejection of Nvidia's Arm acquisition and an outright ban of cryptocurrencies are other risks to watch out for. Given the rising rate of institutional adoption outside China, the risk of a crypto ban is quite low.</p>\n<p><b>Final thoughts</b></p>\n<p>Nvidia experiences broad-based strength in its businesses and should see moderate to strong revenue growth in each segment for Q2'22, led by gaming and GeForce RTX GPU sales. Gross margins are going to see a Q/Q improve based on gaming market strength and guidance for Q3’22 could put Nvidia’s non-GAAP gross margin very close to 70%. Key support levels to watch out for and buy the dip are $179 and $147.</p>","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>My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings</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\">\nMy Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.\nNvidia’s gross margins (non-GAAP) may grow to 70% by next year due to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117559759","content_text":"Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.\nNvidia’s gross margins (non-GAAP) may grow to 70% by next year due to strong gaming revenue momentum.\nNvidia’s commentary on China’s cryptocurrency crackdown and how it affects CMP sales will allow for a better modeling of revenues going forward.\nSplit or no split, Nvidia has 28% upside.\nI lay out my post-split plan to buy Nvidia at certain key levels.\n\nDavid Becker/Getty Images News\nNvidia (NVDA) executed a 4:1 stock split last week Tuesday. While stock splits don’t change a firm’s valuation, Nvidia may initiate a new upleg as earnings next month are likely going to be impressive. My stock price target for Nvidia, adjusted for the stock split, is $250. Nvidia also faces a couple of tests and you should watch out for these key levels before buying.\nNvidia’s stock split\nNvidia’s 4:1 stock split has made the stock look cheaper but the fundamentals or the valuation of the firm have not changed. If you bought 100 shares of Nvidia at $800 pre-split, you now own 400 shares with a cost base of $200… the total value of an investment position is unaffected by Nvidia’s stock split, in both cases it is $80,000.\nCompanies execute stock splits to make their shares look more affordable and increase liquidity in the market. Nvidia, post-split, has the same market value as before, $485B, only the number of shares outstanding has increased by the factor of four. While there is no evidence that stock splits produce higher returns post-split, the fact that the stock, at least on paper, looks more affordable could lead to increased buying of Nvidia. My stock price target before the split was $1,000 (Nvidia: A $1,000 Stock Price Is Not As Crazy As It Sounds), which calculates to an adjusted stock price target of $250 post-split (28% upside).\nWhat's in store for Nvidia next month?\nNvidia is set to open its books for the second quarter on August 18, 2021 and the semiconductor firm is likely going to report impressive revenue growth for Q2’22. Nvidia's total Q1'22 revenues got an 84% bump year-over-year and increased at a 13%-rate Q/Q. Nvidia’s gaming revenues increased at an average annual rate of 22% since FY 2017 while its data center revenues soared 86% annually over the same time period, predominantly because of Nvidia’s Mellanox acquisition in 2020 which considerably expanded Nvidia’s presence in the high performance and data center computing markets.\nNvidia gets the bulk of its revenues from gaming and data centers. Gaming center revenues increased 11% Q/Q to $2.76B in Q1’22 and revenues will likely have grown at a similar rate in Q2’22 due to strength in the gaming market and accelerating customer uptake of the GeForce RTX 30 Series GPU. The RTX 30 Series has been industry-defining by making \"ray tracing\" the new standard for game developers. Ray tracing is a graphics rendering method that allows for the realistic modeling of light effects in computer games. Strong sales in GeForce RTX 30 Series GPU sales could result in a 10-12% Q/Q revenue bump for Q2'22.\nData centers, which generate the second biggest pile of revenues for Nvidia, saw growth slowing down in Q1'22 and I am looking forward to hearing an update from Nvidia's management about the prospects for the data center business for the rest of the year. I expect Nvidia to report mid-single-digit revenue growth in data centers for Q2'22 and, hopefully, an update about the Arm acquisition.\n(Source:Nvidia)\nWhat will be interesting to see in next month’s earnings report is how the Chinese cryptocurrency crackdown is impacting Nvidia’s cryptocurrency mining processor/CMP business for the rest of the year, which Nvidia is building from scratch. Soaring cryptocurrency prices in the first quarter have led to a surge in demand for CMPs, a business that is set to contribute up to $1.5B in revenues in FY 2022 (my current estimates are for ‘low-case’ CMP revenues of $1.0B and ‘high-case’ revenues of $1.5B). CMP revenues are included in Nvidia’s “OEM & Other” revenues and based on firm guidance are projected to be $400M in Q2’22.\nRevenues unrelated to gaming and data centers for Q2’22 - Professional Visualization, Auto, and OEM/Other - are likely going to exceed $1.0B and could reach up to $1.2B depending on how strong demand for CMPs was in Q2’22. Since reduced mining difficulty as a result of falling cryptocurrency prices has made mining more profitable, Nvidia should head into the second half of the year with some CMP revenue tailwinds providing support.\nWhat I am really looking forward to in Nvidia’s Q2 report are Nvidia’s margins. Gross margins - a key figure for semiconductor firms - have trended up strongly, in part because of Nvidia’s Mellanox acquisition which has made a positive contribution to segment performance. I believe Nvidia can grow its gross margins (non-GAAP) to 70% by the start of next year, largely because of continued momentum in the gaming business which gives Nvidia significant pricing power. Nvidia’s guidance for Q2’22 non-GAAP margins was 66.5 percent, plus or minus 50 basis points and actual margins will likely come in at the top of guidance.\n(Source: Nvidia)\nHow I am playing Nvidia post-split\nFirst of all, I am buying the post-split dips (if there are any!). The price of a stock may run-up before a stock split and drop afterwards as traders take profits. This may or may not be the case here. Nvidia’s closing market price on Friday was $195, equivalent to a $780 pre-split price, and the pre-split high of $835 (equivalent to a post-split price of $209) is in striking distance... it only takes a 7% increase in Nvidia's price from here to make new highs.\nSecond, I am taking a close look at Nvidia’s 50-day and 200-day moving averages to determine critical support levels. I am ready to buy every dip below a key support level as Nvidia’s upcoming earnings report could be enough of a catalyst to push Nvidia to new highs. The first support level is just below $179 (50-day moving average) which is also where the stock bottomed before the last reversal. If Nvidia's stock dips below $180 before earnings, I am ready to buy just at this level. If the 50-day moving average breaks, the next key support level is $147 (200-day moving average), a level I don't believe Nvidia's stock will fall down to. But if that's the case, then Nvidia would be considered a 'Strong Buy' just below $147.\nData by YCharts\nNvidia is not cheap... and that’s for a reason. Estimates call for 50% Y/Y revenues growth this year and Nvidia might even see an acceleration in its top line growth next year. Nvidia trades at a P-E ratio of 45 which may be considered low given the revenue growth Nvidia offers...\nData by YCharts\nOther considerations/risks\nThe market tends to reward good performance and because of a 5-year stretch of impressive business results, Nvidia trades at a high earnings multiplier factor. Nvidia’s outperformance relative to the S&P 500 can continue under the condition that revenue growth doesn’t slow.\n(Source: Tradingview)\nHigh valuations for growth stocks are normal, but they also come with some risks. If Nvidia’s revenue growth slows and gross margins flatten out or decline, Nvidia may be ripe for a revaluation in which case the risk profile skews to the downside. Declining gross margins, next to a slowdown in revenue growth, are the two biggest risks for Nvidia's stock. A rejection of Nvidia's Arm acquisition and an outright ban of cryptocurrencies are other risks to watch out for. Given the rising rate of institutional adoption outside China, the risk of a crypto ban is quite low.\nFinal thoughts\nNvidia experiences broad-based strength in its businesses and should see moderate to strong revenue growth in each segment for Q2'22, led by gaming and GeForce RTX GPU sales. Gross margins are going to see a Q/Q improve based on gaming market strength and guidance for Q3’22 could put Nvidia’s non-GAAP gross margin very close to 70%. Key support levels to watch out for and buy the dip are $179 and $147.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003352044,"gmtCreate":1640887962295,"gmtModify":1676533551477,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Already warned all the lurking bears in here that apes are not to be underestimated. It was just a matter of time","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Already warned all the lurking bears in here that apes are not to be underestimated. It was just a matter of time","text":"$AMC Entertainment(AMC)$Already warned all the lurking bears in here that apes are not to be underestimated. It was just a matter of time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003352044","isVote":1,"tweetType":1,"viewCount":2027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":449261032116736,"gmtCreate":1750709203169,"gmtModify":1750717152962,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"War is coming, sell everything u heard it from me first","listText":"War is coming, sell everything u heard it from me first","text":"War is coming, sell everything u heard it from me first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/449261032116736","repostId":"2545176154","repostType":2,"repost":{"id":"2545176154","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":1750689552,"share":"https://ttm.financial/m/news/2545176154?lang=en_US&edition=fundamental","pubTime":"2025-06-23 22:39","market":"hk","language":"en","title":"Tesla Stock Surges After Musk's Robo-Taxi Rollout. Where Shares Go From Here","url":"https://stock-news.laohu8.com/highlight/detail?id=2545176154","media":"Dow Jones","summary":"Tesla did it. The company launched its long-awaited robo-taxi service in Austin, Texas, on Sunday.\"Super congratulations to the Tesla AI software and chip design teams on a successful robotaxi launch!!","content":"<html><head></head><body><p>Tesla did it. The company launched its long-awaited robo-taxi service in Austin, Texas, on Sunday.</p><p>&#34;Super congratulations to the Tesla AI software and chip design teams on a successful robotaxi launch!!&#34; tweeted CEO Elon Musk on Sunday. &#34;Both the AI chip and software teams were built from scratch within Tesla.&#34;</p><p>Tesla shares jumped 9.3% to $352.11 in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c970c56db4fae9bea3105571c028d684\" tg-width=\"834\" tg-height=\"832\"/></p><p>The early move is up, but how Tesla stock will trade on Monday and in the coming days is tough to say. The stock market is forward-looking, and sometimes shares rise in anticipation of something, and fall when that something arrives.</p><p>The launch was relatively meager, with only a handful of Teslas involved, in a geofenced area of Austin, with users handpicked by Tesla, and a safety monitor in the front passenger seat.</p><p>&#34;It was a relatively uneventful Sunday in Austin, and uneventful is a good outcome for Tesla&#39;s launch of commercial robotaxi operations [with] about 20 influencers in a geofenced part of Austin (about 10 square miles),&#34; wrote Guggenheim analyst Ronald Jewsikow in a Monday report. &#34;Based on our analysis of publicly available videos from the influencer community, the day was filled with almost entirely clean driving performance.&#34; Jewsikow rates Tesla stock at Sell -- a valuation call -- with a $175 price target. (Tesla stock trades for almost 170 times estimated 2025 earnings, according to FactSet.)</p><p>The level of anticipation for Tesla&#39;s robo-taxi launch couldn&#39;t have been much higher. Bullish analysts and investors believe artificial-intelligence-trained autonomous driving technology is worth trillions of dollars. And coming into Monday trading, Tesla stock was up 35% since the company&#39;s Oct. 10 robo-taxi event when it laid out plans to start a self-driving cab service in 2025.</p><p>Still, investors knew all those details. They are not a surprise. UBS analyst Joseph Spak wrote Monday that the robo-taxi opportunity was already priced into shares. He took his price target on Tesla stock to $215 from $190. But Spak kept his Sell rating based on valuation</p><p>Other challenges remain. Texas recently passed a law requiring self-driving cars to have a permit. The law is effective on Sept. 1. Navigating state regulations is another thing for Tesla to manage. So is competition. Alphabet&#39;s Waymo recently applied for a self-driving taxi permit in New York City. Waymo completes more than 250,000 driverless rides a week in several cities, including San Francisco and Tesla&#39;s hometown of Austin.</p><p>The launch did happen, though. Tesla has now taken money for an autonomous taxi ride. Few companies can say they have achieved that technological and business milestone.</p><p>Fairlead Strategies founder and market technician Katie Stockton recently told Barron&#39;s that Tesla stock has a lot of support around $300. That&#39;s the lever to where it might drop on a sell-the-news reaction. <a href=\"https://laohu8.com/S/ONON\">On</a> the other hand, shares have some resistance from $370 to $380. That&#39;s the initial upside if the reaction is positive.</p><p>Stockton isn&#39;t making a fundamental call on Tesla stock. She&#39;s looking at stock charts and market history to understand changes in investor sentiment, and where the stock can go over the short and medium term.</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>Tesla Stock Surges After Musk's Robo-Taxi Rollout. Where Shares Go From Here</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\">\nTesla Stock Surges After Musk's Robo-Taxi Rollout. Where Shares Go From Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-06-23 22:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla did it. The company launched its long-awaited robo-taxi service in Austin, Texas, on Sunday.</p><p>&#34;Super congratulations to the Tesla AI software and chip design teams on a successful robotaxi launch!!&#34; tweeted CEO Elon Musk on Sunday. &#34;Both the AI chip and software teams were built from scratch within Tesla.&#34;</p><p>Tesla shares jumped 9.3% to $352.11 in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c970c56db4fae9bea3105571c028d684\" tg-width=\"834\" tg-height=\"832\"/></p><p>The early move is up, but how Tesla stock will trade on Monday and in the coming days is tough to say. The stock market is forward-looking, and sometimes shares rise in anticipation of something, and fall when that something arrives.</p><p>The launch was relatively meager, with only a handful of Teslas involved, in a geofenced area of Austin, with users handpicked by Tesla, and a safety monitor in the front passenger seat.</p><p>&#34;It was a relatively uneventful Sunday in Austin, and uneventful is a good outcome for Tesla&#39;s launch of commercial robotaxi operations [with] about 20 influencers in a geofenced part of Austin (about 10 square miles),&#34; wrote Guggenheim analyst Ronald Jewsikow in a Monday report. &#34;Based on our analysis of publicly available videos from the influencer community, the day was filled with almost entirely clean driving performance.&#34; Jewsikow rates Tesla stock at Sell -- a valuation call -- with a $175 price target. (Tesla stock trades for almost 170 times estimated 2025 earnings, according to FactSet.)</p><p>The level of anticipation for Tesla&#39;s robo-taxi launch couldn&#39;t have been much higher. Bullish analysts and investors believe artificial-intelligence-trained autonomous driving technology is worth trillions of dollars. And coming into Monday trading, Tesla stock was up 35% since the company&#39;s Oct. 10 robo-taxi event when it laid out plans to start a self-driving cab service in 2025.</p><p>Still, investors knew all those details. They are not a surprise. UBS analyst Joseph Spak wrote Monday that the robo-taxi opportunity was already priced into shares. He took his price target on Tesla stock to $215 from $190. But Spak kept his Sell rating based on valuation</p><p>Other challenges remain. Texas recently passed a law requiring self-driving cars to have a permit. The law is effective on Sept. 1. Navigating state regulations is another thing for Tesla to manage. So is competition. Alphabet&#39;s Waymo recently applied for a self-driving taxi permit in New York City. Waymo completes more than 250,000 driverless rides a week in several cities, including San Francisco and Tesla&#39;s hometown of Austin.</p><p>The launch did happen, though. Tesla has now taken money for an autonomous taxi ride. Few companies can say they have achieved that technological and business milestone.</p><p>Fairlead Strategies founder and market technician Katie Stockton recently told Barron&#39;s that Tesla stock has a lot of support around $300. That&#39;s the lever to where it might drop on a sell-the-news reaction. <a href=\"https://laohu8.com/S/ONON\">On</a> the other hand, shares have some resistance from $370 to $380. That&#39;s the initial upside if the reaction is positive.</p><p>Stockton isn&#39;t making a fundamental call on Tesla stock. She&#39;s looking at stock charts and market history to understand changes in investor sentiment, and where the stock can go over the short and medium term.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金","BK4099":"汽车制造商","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4555":"新能源车","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4550":"红杉资本持仓","LU0823411888.USD":"法巴消费创新基金 Cap","TSLA":"特斯拉","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2545176154","content_text":"Tesla did it. The company launched its long-awaited robo-taxi service in Austin, Texas, on Sunday.\"Super congratulations to the Tesla AI software and chip design teams on a successful robotaxi launch!!\" tweeted CEO Elon Musk on Sunday. \"Both the AI chip and software teams were built from scratch within Tesla.\"Tesla shares jumped 9.3% to $352.11 in morning trading.The early move is up, but how Tesla stock will trade on Monday and in the coming days is tough to say. The stock market is forward-looking, and sometimes shares rise in anticipation of something, and fall when that something arrives.The launch was relatively meager, with only a handful of Teslas involved, in a geofenced area of Austin, with users handpicked by Tesla, and a safety monitor in the front passenger seat.\"It was a relatively uneventful Sunday in Austin, and uneventful is a good outcome for Tesla's launch of commercial robotaxi operations [with] about 20 influencers in a geofenced part of Austin (about 10 square miles),\" wrote Guggenheim analyst Ronald Jewsikow in a Monday report. \"Based on our analysis of publicly available videos from the influencer community, the day was filled with almost entirely clean driving performance.\" Jewsikow rates Tesla stock at Sell -- a valuation call -- with a $175 price target. (Tesla stock trades for almost 170 times estimated 2025 earnings, according to FactSet.)The level of anticipation for Tesla's robo-taxi launch couldn't have been much higher. Bullish analysts and investors believe artificial-intelligence-trained autonomous driving technology is worth trillions of dollars. And coming into Monday trading, Tesla stock was up 35% since the company's Oct. 10 robo-taxi event when it laid out plans to start a self-driving cab service in 2025.Still, investors knew all those details. They are not a surprise. UBS analyst Joseph Spak wrote Monday that the robo-taxi opportunity was already priced into shares. He took his price target on Tesla stock to $215 from $190. But Spak kept his Sell rating based on valuationOther challenges remain. Texas recently passed a law requiring self-driving cars to have a permit. The law is effective on Sept. 1. Navigating state regulations is another thing for Tesla to manage. So is competition. Alphabet's Waymo recently applied for a self-driving taxi permit in New York City. Waymo completes more than 250,000 driverless rides a week in several cities, including San Francisco and Tesla's hometown of Austin.The launch did happen, though. Tesla has now taken money for an autonomous taxi ride. Few companies can say they have achieved that technological and business milestone.Fairlead Strategies founder and market technician Katie Stockton recently told Barron's that Tesla stock has a lot of support around $300. That's the lever to where it might drop on a sell-the-news reaction. On the other hand, shares have some resistance from $370 to $380. That's the initial upside if the reaction is positive.Stockton isn't making a fundamental call on Tesla stock. She's looking at stock charts and market history to understand changes in investor sentiment, and where the stock can go over the short and medium term.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800419655,"gmtCreate":1627311705677,"gmtModify":1703487451619,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"What do u want me to comment man!","listText":"What do u want me to comment man!","text":"What do u want me to comment man!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800419655","repostId":"1107003799","repostType":4,"repost":{"id":"1107003799","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627310426,"share":"https://ttm.financial/m/news/1107003799?lang=en_US&edition=fundamental","pubTime":"2021-07-26 22:40","market":"us","language":"en","title":"Some meme stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1107003799","media":"Tiger Newspress","summary":"Some meme stocks surged in Monday morning trading.Express and AMC Entertainment surged 8%,GameStop r","content":"<p>Some meme stocks surged in Monday morning trading.Express&nbsp;and&nbsp;AMC Entertainment&nbsp;surged&nbsp;8%,GameStop&nbsp;rose&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/9f0ee077954bbfaa81c6e9b8ee0c2159\" tg-width=\"371\" tg-height=\"474\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8afd478d8a8529af8275e1431025abb6\" tg-width=\"376\" tg-height=\"296\" width=\"100%\" height=\"auto\"></p>","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>Some meme stocks surged in Monday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome meme stocks surged in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-26 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some meme stocks surged in Monday morning trading.Express&nbsp;and&nbsp;AMC Entertainment&nbsp;surged&nbsp;8%,GameStop&nbsp;rose&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/9f0ee077954bbfaa81c6e9b8ee0c2159\" tg-width=\"371\" tg-height=\"474\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8afd478d8a8529af8275e1431025abb6\" tg-width=\"376\" tg-height=\"296\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc.","CARV":"卡弗储蓄","EXPR":"Express, Inc.","AMC":"AMC院线","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107003799","content_text":"Some meme stocks surged in Monday morning trading.Express and AMC Entertainment surged 8%,GameStop rose 1%.","news_type":1,"symbols_score_info":{"AMC":0.9,"EXPR":0.9,"GME":0.9,"CARV":0.9,"WKHS":0.9}},"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160148708,"gmtCreate":1623776265604,"gmtModify":1703819224584,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160148708","repostId":"1191245053","repostType":4,"repost":{"id":"1191245053","kind":"news","pubTimestamp":1623762167,"share":"https://ttm.financial/m/news/1191245053?lang=en_US&edition=fundamental","pubTime":"2021-06-15 21:02","market":"us","language":"en","title":"Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1191245053","media":"zerohedge","summary":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers .So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fis","content":"<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p>\n<p>So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p>\n<p><img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p>\n<p>Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p>\n<p><img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p>\n<p><img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p>\n<p><img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p>\n<p><img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p>\n<p>Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p>\n<p><img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p>\n<p><img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p>\n<p>As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p>\n<p><img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p>\n<p>Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></p>","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>Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets</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\">\nQuad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191245053","content_text":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").\nSo picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.\n\nYet while these totals are massive,when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.\n\nIt's worth noting that according to Goldman estimates that combos accountfor 15-20% of SPX options,so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.\n\nThe Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPXrealized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.\n\nThis contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.\n\nThen, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees thatthe extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:the market will become much more volatile in a selloff.\n\nMeanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.\n\nOne final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.\nAs Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"\n\nWhy is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":449258893476552,"gmtCreate":1750709159306,"gmtModify":1750717153457,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"War is coming","listText":"War is coming","text":"War is coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/449258893476552","repostId":"2545462244","repostType":2,"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004130686,"gmtCreate":1642523802305,"gmtModify":1676533718836,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004130686","repostId":"1149966362","repostType":4,"repost":{"id":"1149966362","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642512559,"share":"https://ttm.financial/m/news/1149966362?lang=en_US&edition=fundamental","pubTime":"2022-01-18 21:29","market":"us","language":"en","title":"Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1149966362","media":"Tiger Newspress","summary":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game develop","content":"<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</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>Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln</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\">\nMicrosoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-18 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ATVI":"动视暴雪"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149966362","content_text":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.","news_type":1,"symbols_score_info":{"ATVI":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169253993,"gmtCreate":1623839251312,"gmtModify":1703820995002,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169253993","repostId":"2143765982","repostType":4,"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329200468963384,"gmtCreate":1721377117406,"gmtModify":1721377124313,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20240802 120.0 PUT\">$NVDA 20240802 120.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20240802 120.0 PUT\">$NVDA 20240802 120.0 PUT$ </a>&nbsp;","text":"$NVDA 20240802 120.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/0e09306f57a1ffb9b6828399db470c7b","width":"872","height":"1753"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329200468963384","isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166798400,"gmtCreate":1624024505700,"gmtModify":1703826892823,"author":{"id":"3574952049120124","authorId":"3574952049120124","name":"Orhluakia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574952049120124","authorIdStr":"3574952049120124"},"themes":[],"htmlText":"&nbsp;Feature meee","listText":"&nbsp;Feature meee","text":"Feature meee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166798400","repostId":"2144775875","repostType":4,"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}