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MartinOng

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02-03 09:19

🐋 paid for his writing. 🐋 need good reasons for selling any stock 🐋 want

The Blogger Who Helped Spark Nvidia’s $600 Billion Stock Collapse and a Panic in Silicon Valley

01-15

Wow, Korean police in corruption. Their power is super

South Korean President Yoon Arrested Over Martial Law Fiasco

2024-11-22

$BABA-W(09988)$ Hope it is right

2024-11-18

I dont think so.

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2024-11-16

$Alibaba(BABA)$ Question, why Baba always reports in the bear market? Even the report is good but in a bear market it wont be bull but bear.

2024-10-11

$BABA-W(09988)$ Too early :(

2024-09-25

3000 this year? Crazy

Gold Rises to Record High as US Data Support Deeper Rate Cuts

2024-08-29

$NVIDIA Corp(NVDA)$ Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.

2024-07-22

Lol just Wyckoff cycle. Buy and forget it. Still have many excellent stocks to buy

Alibaba: One Step Forward, Two Steps Back (Rating Downgrade)

2024-05-16

$Alibaba(09988)$ As I mentioned, Baba stays strong above 76 will end down trend. It is Bull now With hope that there is no any political issue.

2024-05-14

To Your surprise, it will be UP.

China's Alibaba Beats Quarterly Revenue Estimates, Profit Drops

2024-04-18

$Alibaba(09988)$ Wyckoff logic. Baba is almost at the end of accumulation and starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.

2024-02-21

Dtop drop drop

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2024-02-21

great chance for sell, strong PUT to 400

Nvidia Lost a Record $78 Billion in Market Cap on Tuesday. Earnings Are Up Next

2024-02-21

Further down. Target put 400

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2024-01-09

Whenever bad news from JPmorgan then we should start accumulate the stocks.

Morgan Stanley Expects Alibaba to Report "Another Painful Transitional Quarter"

2024-01-08

China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.

Best Stock to Buy: Apple vs. Alibaba

2023-12-08

Share your opinion about this news…

US Job Growth Accelerates in November; Unemployment Rate Drops to 3.7%

2023-11-18

$Alibaba(BABA)$ Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount price.

2023-11-17

$Alibaba(BABA)$ it does not. They sold at 87

Go to Tiger App to see more news

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paid for his writing. 🐋 need good reasons for selling any stock 🐋 want","listText":"🐋 paid for his writing. 🐋 need good reasons for selling any stock 🐋 want","text":"🐋 paid for his writing. 🐋 need good reasons for selling any stock 🐋 want","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399442207862920","repostId":"2508918158","repostType":2,"repost":{"id":"2508918158","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":1738542000,"share":"https://ttm.financial/m/news/2508918158?lang=&edition=fundamental","pubTime":"2025-02-03 08:20","market":"us","language":"en","title":"The Blogger Who Helped Spark Nvidia’s $600 Billion Stock Collapse and a Panic in Silicon Valley","url":"https://stock-news.laohu8.com/highlight/detail?id=2508918158","media":"Dow Jones","summary":"Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspecti","content":"<html><head></head><body><p>Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e96867b1e4f3cf79161a2c8438cfe13\" alt=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" title=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" tg-width=\"923\" tg-height=\"639\"/><span>Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.</span></p><p>Last Friday afternoon, Jeffrey Emanuel sat down in his Brooklyn apartment and started writing a blog post. For hours, he pounded away on his keyboard while his wife kept their young children occupied and brought him food. Emanuel worked late into the night, and by early Saturday morning he had written nearly 12,000 words.</p><p style=\"text-align: start;\">Emanuel’s manifesto made the case for shorting the hottest company in the stock market, Nvidia Corp., due to a number of shifting tides in the artificial-intelligence world, including the emergence of a China-based company called DeepSeek. He published his thesis on his personal blog and then shared it with theValue Investors Club websiteand across Reddit, X and other platforms. When he checked his blog’s analytics later on Saturday morning, Emanuel saw that 35 people were reading the post. Not bad traffic for a personal blog built into the website of his YouTube transcription-service side project, he thought. </p><p>But then the post started to go viral.</p><p>By Saturday night, Emanuel could see that 1,500 people across the world were reading his blog post at a given moment. Well-known venture capitalist Chamath Palihapitiya shared Emanuel’s post on Nvidia’s short case with his 1.8 million X followers. Successful early stage investor Naval Ravikant shared the post with his 2.6 million followers. Jared Friedman, a partner at venture-capital firm Y Combinator, referred to it in a post that was reposted by the official Y Combinator account. Morgan Brown, a vice president of product and growth at Dropbox, pointed to it in a thread that was viewed over 13 million times. Emanuel’s own X post got nearly half a million views. He also quickly gained about 13,000 followers on the platform, going from about 2,000 to more than 15,000 followers.</p><p>In an interview with MarketWatch, Emanuel said that at one point the traffic crashed his website, so people started sharing an archive link, which his website-analytics tool couldn’t track.</p><p>But one thing it did pick up was that by the end of the night, the city with the most concurrent readers was San Jose, Calif. — near where Nvidia’s corporate headquarters is located.</p><p style=\"text-align: start;\">Emanuel’s argument shook Silicon Valley not because he claimed that the big U.S. technology companies were misleading or deceitful. His main point was simply that they were nowhere near as smart and efficient as Wall Street was touting them as. The big tech companies had built and trained their artificial-intelligence breakthroughs using tremendous amounts of data and advanced computing resources that required them to pay for Nvidia’s data-center hardware, which is sold at very high gross margins. Emanuel pointed out that a China-based company, DeepSeek, had recently launched its own top-notch AI product using fewer expensive chips. In other words, DeepSeek had achieved what the big AI companies had, but with far less money. What countless Wall Street firms and investment analysts had seemingly missed was being pointed out by some guy in his apartment.</p><p style=\"text-align: start;\">Then on Monday things got real. Nvidia’s stock plummeted about 12.5% at market open and continued falling from there. By the end of the day, the slide had wiped out nearly $600 billion from Nvidia’s market capitalization — the largest single-day market-cap drop to date for any company.</p><p style=\"text-align: start;\">Matt Levine, the prominent Bloomberg News financial columnist, noted the online chatter that claimed Emanuel’s post “was an important catalyst” for the stock-market selloff and said it was a “candidate for the most impactful short research report ever.” </p><p style=\"text-align: start;\">Emanuel spent the rest of the week booked solid as hedge funds paid him $1,000 per hour to speak on the phone and give his take on Nvidia and AI. </p><p>“I’m so exhausted, I’m losing my voice practically,” said Emanuel. “It’s been the most surreal experience of my life.”</p><h3 id=\"id_161376724\" style=\"text-align: start;\">Contrarian call</h3><p style=\"text-align: start;\">As Emanuel noted in his blog post, “The Short Case for Nvidia Stock,” he has professional experience working in financial markets. A native of New Rochelle, N.Y., Emanuel studied math at Reed College in Portland, Ore., before heading to Wall Street, where he worked at several investment funds, including as an analyst at Millennium Management and Balyasny Asset Management, two of the biggest multimanager hedge funds. </p><p style=\"text-align: start;\">But Emanuel, 42, also told MarketWatch that he’s been obsessed with neural networks since 1998 and was an early adopter of both crypto and AI. In 2021, Emanuel ditched Wall Street and started Pastel Networks, a blockchain company that provides decentralized storage, AI solutions and other services for Web3 developers. But he continued to carefully follow developments in Silicon Valley and the stock market. This experience in both the investing and the tech worlds led him to conclude that Nvidia is overvalued.</p><p style=\"text-align: start;\">Last Friday he was chatting with a friend who works at a hedge fund about why he thought Nvidia’s days of outperformance were numbered. This was a few days after DeepSeek released its R1 model and nobody on Wall Street seemed to notice. </p><p style=\"text-align: start;\">“Every single bank has a super-bullish buy rating on Nvidia. It’s like the blind leading the blind — they have absolutely no idea what they’re talking about,” Emanuel told MarketWatch. “All of their arguments have become totally divorced from reality.”</p><p style=\"text-align: start;\">MarketWatch checked this claim and found that 61 out of 67 analysts rated Nvidia as a buy as of the morning of Jan. 31. Six analysts, including one from Deutsche Bank, gave the stock a hold rating. None gave it a sell rating.</p><p style=\"text-align: start;\">“They try to defend their arguments by saying, ‘Well, we talk to industry experts.’ But that’s like asking the barber if you need a haircut,” Emanuel said.</p><p style=\"text-align: start;\">Emanuel’s argument ran counter to the bullish Wall Street sentiment that has surrounded Nvidia during its epic run. Nvidia has helped drive the entire U.S. stock market over the past year. In 2024, it became the largest U.S. company by market cap and one of the most actively traded stocks by retail investors, and its 171.2% gain helped lift the S&amp;P 500 by 23.3% last year.</p><p style=\"text-align: start;\">Throughout this time, Nvidia investors were pricing in that it would be one of the — if not the single — main beneficiary of the AI craze. The market saw big tech companies like Microsoft, Meta and Google parent Alphabet spending hundreds of billions of dollarsto gobble up Nvidia’s hardware to build their AI data centers, and it expected that money to keep flowing as long as Nvidia’s GPUs were better than the competition’s.</p><h3 id=\"id_2797493039\" style=\"text-align: start;\">The short case</h3><p style=\"text-align: start;\">The gist of Emanuel’s argument is as follows:</p><p style=\"text-align: start;\">Some of the most influential tech companies have determined that deep learning and AI are the biggest technological advances since the advent of the internet. In order to integrate that technology into their businesses, those companies have to build and train their AI, which takes a lot of data and computing resources. Nvidia sells the key hardware these companies need, and the margins on its most sophisticated chips are enormous. </p><p style=\"text-align: start;\">But a few things are changing that are proving this might not be sustainable, Emanuel says. </p><p style=\"text-align: start;\">For one, AI companies have been using scaling laws that essentially say the more data that is used to train an AI model, the better it gets. But Emanuel wrote that the industry may be running low on quality data to train that AI — that is, a potential “data wall” is looming that could slow down AI scaling and reduce some of that need for training resources.</p><p style=\"text-align: start;\">Emanuel also posed the question of what happens to the training hardware after the AI is trained. GPUs are constantly getting exponentially better, so after a few years, companies might not want to use old hardware anymore. This puts them on a cycle where they’re always spending more to get the best hardware. But eventually, those companies are going to want to see a return on their hefty investment.</p><p style=\"text-align: start;\">Some of these companies, like Alphabet, have also been investing in building out their own semiconductor chips. For a while, Nvidia’s hardware has been the best for training AI, but that might not be the case forever as more companies, such as Cerebras, build better hardware. And other GPU makers like Advanced Micro Devices are updating their drivers software to be more competitive with Nvidia.</p><p style=\"text-align: start;\">On top of that, some new AI models are proving to be much more resource-efficient. This is where all the drama with DeepSeek comes in. DeepSeek launched its own AI that’s on par with the likes of OpenAI’s ChatGPT, but the real kicker was that it said it trained its AI in less time using fewer chips.</p><p>Add all these things together — unsustainable spending and data-center building, less training data to work with, better competing hardware and more efficient AI — and you get a future where it’s harder to imagine Nvidia’s customers spending as much as they currently are on Nvidia hardware.</p><p style=\"text-align: start;\">“By the time I finished writing the article, I said, ‘I’m convinced,’” Emanuel told MarketWatch. “It was when I realized that every one of their big hyperscaler customers was literally making their own competitive silicon, all made by [Taiwan Semiconductor], and that was already coming out and was imminently going to hit the market. I was thinking, ‘Do people realize this?’ Because I don’t think they do.”</p><p style=\"text-align: start;\">If training and integrating AI becomes significantly cheaper, why would these big tech companies keep spending obscenely large sums of money?</p><p style=\"text-align: start;\">For Emanuel, this called into question why Nvidia was trading at such a high price-to-earnings ratio.</p><p style=\"text-align: start;\">“If you know that a company will only earn supersized returns for a couple years, you don’t apply a multiple. You certainly don’t put a 30-times multiple,” Emanuel told MarketWatch.</p><p style=\"text-align: start;\">For its part, Nvidia called DeepSeek “an excellent AI advancement and a perfect example of Test Time Scaling” but added that the process of using a trained model to make predictions on new data, or inference, “requires significant numbers of Nvidia GPUs and high-performance networking.”</p><h3 id=\"id_4157639254\" style=\"text-align: start;\">The aftermath</h3><p style=\"text-align: start;\">Emanuel’s call on Nvidia turned out to be prescient. But DeepSeek isn’t exactly new. The startup is open-source and has been publishing technical papers out in the open for the past few months. It announced DeepSeek-V3 at the end of December and then announced DeepSeek-R1 on Jan. 20. The $5.6 million training-cost statistic that many investors cited for sparking the DeepSeek market panic was actually revealed in the V3 technical paper published on Dec. 26.</p><p style=\"text-align: start;\">So knowledge about DeepSeek had already been floating around for a few weeks before the market selloff. Meta Chief Executive Mark Zuckerberg gave DeepSeek a shout-out on the Joe Rogan podcast on Jan. 10, and Scale AI chief executive Alexandr Wang talked about DeepSeek and competitive Chinese AI companies on Jan. 23. Nvidia ended that week higher.</p><p style=\"text-align: start;\">So what was the catalyst that caused Nvidia to crash on Monday? Emanuel has another theory that could help explain it.</p><p style=\"text-align: start;\">He pointed to the fact that so many people in San Jose were reading his blog post. He theorized that many of them were Nvidia employees with thousands — or even millions — of dollars worth of Nvidia stock tied up in employee stock options. With that much money in a single asset, Emanuel speculated that many were already debating whether to hold the stock or sell it to lock in profits. He believes his blog post helped convince some of them to sell.</p><p style=\"text-align: start;\">“A lot of the sell pressure you saw on Monday morning wasn’t necessarily what you might think. I believe a fair amount of that was from shares that had never been active because they had been sitting in workplace.schwab.com accounts — [restricted stock units] that employees got in some cases back in 2003 for nothing,” Emanuel told MarketWatch. “That makes a big difference because everything’s on the margin, and shares that have never moved.”</p><p style=\"text-align: start;\">It may be hard to prove for certain that Emanuel’s post influenced Nvidia employees to sell, but the fact that it went viral on X among the Silicon Valley tech community, and that so many readers were based in San Jose, makes his case plausible.</p><p style=\"text-align: start;\">Emanuel also told MarketWatch that he had been flooded with meeting requests from people at different hedge funds who read his post and wanted to talk to him about AI. That showed that people on Wall Street were paying attention to his blog post and may have placed trades on Monday based on the information he presented.</p><p style=\"text-align: start;\">Those Wall Street firms were also happy to pay top dollar to book Emanuel as a consultant, showing that they took his ideas seriously. Emanuel had done some contract work as an investment analyst on the side in the past, but he raised his hourly rate to $500 after the blog post went viral. When his calendar started filling up, he doubled it to $1,000.</p><p style=\"text-align: start;\">Although Emanuel has been collecting contracting fees because of his bearish call on Nvidia, he said he never actually held a short position on the stock.</p><p style=\"text-align: start;\">“I’m just writing out of intellectual curiosity, not to make money directly,” he told MarketWatch. “I didn’t come in with an agenda and try to prove a conclusion. I’m the most bullish on AI.”</p><p style=\"text-align: start;\">And while the points Emanuel laid out in his blog post might be bearish for Nvidia, he still thinks they paint a positive future for AI.</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>The Blogger Who Helped Spark Nvidia’s $600 Billion Stock Collapse and a Panic in Silicon Valley </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\">\nThe Blogger Who Helped Spark Nvidia’s $600 Billion Stock Collapse and a Panic in Silicon Valley \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\">2025-02-03 08:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e96867b1e4f3cf79161a2c8438cfe13\" alt=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" title=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" tg-width=\"923\" tg-height=\"639\"/><span>Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.</span></p><p>Last Friday afternoon, Jeffrey Emanuel sat down in his Brooklyn apartment and started writing a blog post. For hours, he pounded away on his keyboard while his wife kept their young children occupied and brought him food. Emanuel worked late into the night, and by early Saturday morning he had written nearly 12,000 words.</p><p style=\"text-align: start;\">Emanuel’s manifesto made the case for shorting the hottest company in the stock market, Nvidia Corp., due to a number of shifting tides in the artificial-intelligence world, including the emergence of a China-based company called DeepSeek. He published his thesis on his personal blog and then shared it with theValue Investors Club websiteand across Reddit, X and other platforms. When he checked his blog’s analytics later on Saturday morning, Emanuel saw that 35 people were reading the post. Not bad traffic for a personal blog built into the website of his YouTube transcription-service side project, he thought. </p><p>But then the post started to go viral.</p><p>By Saturday night, Emanuel could see that 1,500 people across the world were reading his blog post at a given moment. Well-known venture capitalist Chamath Palihapitiya shared Emanuel’s post on Nvidia’s short case with his 1.8 million X followers. Successful early stage investor Naval Ravikant shared the post with his 2.6 million followers. Jared Friedman, a partner at venture-capital firm Y Combinator, referred to it in a post that was reposted by the official Y Combinator account. Morgan Brown, a vice president of product and growth at Dropbox, pointed to it in a thread that was viewed over 13 million times. Emanuel’s own X post got nearly half a million views. He also quickly gained about 13,000 followers on the platform, going from about 2,000 to more than 15,000 followers.</p><p>In an interview with MarketWatch, Emanuel said that at one point the traffic crashed his website, so people started sharing an archive link, which his website-analytics tool couldn’t track.</p><p>But one thing it did pick up was that by the end of the night, the city with the most concurrent readers was San Jose, Calif. — near where Nvidia’s corporate headquarters is located.</p><p style=\"text-align: start;\">Emanuel’s argument shook Silicon Valley not because he claimed that the big U.S. technology companies were misleading or deceitful. His main point was simply that they were nowhere near as smart and efficient as Wall Street was touting them as. The big tech companies had built and trained their artificial-intelligence breakthroughs using tremendous amounts of data and advanced computing resources that required them to pay for Nvidia’s data-center hardware, which is sold at very high gross margins. Emanuel pointed out that a China-based company, DeepSeek, had recently launched its own top-notch AI product using fewer expensive chips. In other words, DeepSeek had achieved what the big AI companies had, but with far less money. What countless Wall Street firms and investment analysts had seemingly missed was being pointed out by some guy in his apartment.</p><p style=\"text-align: start;\">Then on Monday things got real. Nvidia’s stock plummeted about 12.5% at market open and continued falling from there. By the end of the day, the slide had wiped out nearly $600 billion from Nvidia’s market capitalization — the largest single-day market-cap drop to date for any company.</p><p style=\"text-align: start;\">Matt Levine, the prominent Bloomberg News financial columnist, noted the online chatter that claimed Emanuel’s post “was an important catalyst” for the stock-market selloff and said it was a “candidate for the most impactful short research report ever.” </p><p style=\"text-align: start;\">Emanuel spent the rest of the week booked solid as hedge funds paid him $1,000 per hour to speak on the phone and give his take on Nvidia and AI. </p><p>“I’m so exhausted, I’m losing my voice practically,” said Emanuel. “It’s been the most surreal experience of my life.”</p><h3 id=\"id_161376724\" style=\"text-align: start;\">Contrarian call</h3><p style=\"text-align: start;\">As Emanuel noted in his blog post, “The Short Case for Nvidia Stock,” he has professional experience working in financial markets. A native of New Rochelle, N.Y., Emanuel studied math at Reed College in Portland, Ore., before heading to Wall Street, where he worked at several investment funds, including as an analyst at Millennium Management and Balyasny Asset Management, two of the biggest multimanager hedge funds. </p><p style=\"text-align: start;\">But Emanuel, 42, also told MarketWatch that he’s been obsessed with neural networks since 1998 and was an early adopter of both crypto and AI. In 2021, Emanuel ditched Wall Street and started Pastel Networks, a blockchain company that provides decentralized storage, AI solutions and other services for Web3 developers. But he continued to carefully follow developments in Silicon Valley and the stock market. This experience in both the investing and the tech worlds led him to conclude that Nvidia is overvalued.</p><p style=\"text-align: start;\">Last Friday he was chatting with a friend who works at a hedge fund about why he thought Nvidia’s days of outperformance were numbered. This was a few days after DeepSeek released its R1 model and nobody on Wall Street seemed to notice. </p><p style=\"text-align: start;\">“Every single bank has a super-bullish buy rating on Nvidia. It’s like the blind leading the blind — they have absolutely no idea what they’re talking about,” Emanuel told MarketWatch. “All of their arguments have become totally divorced from reality.”</p><p style=\"text-align: start;\">MarketWatch checked this claim and found that 61 out of 67 analysts rated Nvidia as a buy as of the morning of Jan. 31. Six analysts, including one from Deutsche Bank, gave the stock a hold rating. None gave it a sell rating.</p><p style=\"text-align: start;\">“They try to defend their arguments by saying, ‘Well, we talk to industry experts.’ But that’s like asking the barber if you need a haircut,” Emanuel said.</p><p style=\"text-align: start;\">Emanuel’s argument ran counter to the bullish Wall Street sentiment that has surrounded Nvidia during its epic run. Nvidia has helped drive the entire U.S. stock market over the past year. In 2024, it became the largest U.S. company by market cap and one of the most actively traded stocks by retail investors, and its 171.2% gain helped lift the S&amp;P 500 by 23.3% last year.</p><p style=\"text-align: start;\">Throughout this time, Nvidia investors were pricing in that it would be one of the — if not the single — main beneficiary of the AI craze. The market saw big tech companies like Microsoft, Meta and Google parent Alphabet spending hundreds of billions of dollarsto gobble up Nvidia’s hardware to build their AI data centers, and it expected that money to keep flowing as long as Nvidia’s GPUs were better than the competition’s.</p><h3 id=\"id_2797493039\" style=\"text-align: start;\">The short case</h3><p style=\"text-align: start;\">The gist of Emanuel’s argument is as follows:</p><p style=\"text-align: start;\">Some of the most influential tech companies have determined that deep learning and AI are the biggest technological advances since the advent of the internet. In order to integrate that technology into their businesses, those companies have to build and train their AI, which takes a lot of data and computing resources. Nvidia sells the key hardware these companies need, and the margins on its most sophisticated chips are enormous. </p><p style=\"text-align: start;\">But a few things are changing that are proving this might not be sustainable, Emanuel says. </p><p style=\"text-align: start;\">For one, AI companies have been using scaling laws that essentially say the more data that is used to train an AI model, the better it gets. But Emanuel wrote that the industry may be running low on quality data to train that AI — that is, a potential “data wall” is looming that could slow down AI scaling and reduce some of that need for training resources.</p><p style=\"text-align: start;\">Emanuel also posed the question of what happens to the training hardware after the AI is trained. GPUs are constantly getting exponentially better, so after a few years, companies might not want to use old hardware anymore. This puts them on a cycle where they’re always spending more to get the best hardware. But eventually, those companies are going to want to see a return on their hefty investment.</p><p style=\"text-align: start;\">Some of these companies, like Alphabet, have also been investing in building out their own semiconductor chips. For a while, Nvidia’s hardware has been the best for training AI, but that might not be the case forever as more companies, such as Cerebras, build better hardware. And other GPU makers like Advanced Micro Devices are updating their drivers software to be more competitive with Nvidia.</p><p style=\"text-align: start;\">On top of that, some new AI models are proving to be much more resource-efficient. This is where all the drama with DeepSeek comes in. DeepSeek launched its own AI that’s on par with the likes of OpenAI’s ChatGPT, but the real kicker was that it said it trained its AI in less time using fewer chips.</p><p>Add all these things together — unsustainable spending and data-center building, less training data to work with, better competing hardware and more efficient AI — and you get a future where it’s harder to imagine Nvidia’s customers spending as much as they currently are on Nvidia hardware.</p><p style=\"text-align: start;\">“By the time I finished writing the article, I said, ‘I’m convinced,’” Emanuel told MarketWatch. “It was when I realized that every one of their big hyperscaler customers was literally making their own competitive silicon, all made by [Taiwan Semiconductor], and that was already coming out and was imminently going to hit the market. I was thinking, ‘Do people realize this?’ Because I don’t think they do.”</p><p style=\"text-align: start;\">If training and integrating AI becomes significantly cheaper, why would these big tech companies keep spending obscenely large sums of money?</p><p style=\"text-align: start;\">For Emanuel, this called into question why Nvidia was trading at such a high price-to-earnings ratio.</p><p style=\"text-align: start;\">“If you know that a company will only earn supersized returns for a couple years, you don’t apply a multiple. You certainly don’t put a 30-times multiple,” Emanuel told MarketWatch.</p><p style=\"text-align: start;\">For its part, Nvidia called DeepSeek “an excellent AI advancement and a perfect example of Test Time Scaling” but added that the process of using a trained model to make predictions on new data, or inference, “requires significant numbers of Nvidia GPUs and high-performance networking.”</p><h3 id=\"id_4157639254\" style=\"text-align: start;\">The aftermath</h3><p style=\"text-align: start;\">Emanuel’s call on Nvidia turned out to be prescient. But DeepSeek isn’t exactly new. The startup is open-source and has been publishing technical papers out in the open for the past few months. It announced DeepSeek-V3 at the end of December and then announced DeepSeek-R1 on Jan. 20. The $5.6 million training-cost statistic that many investors cited for sparking the DeepSeek market panic was actually revealed in the V3 technical paper published on Dec. 26.</p><p style=\"text-align: start;\">So knowledge about DeepSeek had already been floating around for a few weeks before the market selloff. Meta Chief Executive Mark Zuckerberg gave DeepSeek a shout-out on the Joe Rogan podcast on Jan. 10, and Scale AI chief executive Alexandr Wang talked about DeepSeek and competitive Chinese AI companies on Jan. 23. Nvidia ended that week higher.</p><p style=\"text-align: start;\">So what was the catalyst that caused Nvidia to crash on Monday? Emanuel has another theory that could help explain it.</p><p style=\"text-align: start;\">He pointed to the fact that so many people in San Jose were reading his blog post. He theorized that many of them were Nvidia employees with thousands — or even millions — of dollars worth of Nvidia stock tied up in employee stock options. With that much money in a single asset, Emanuel speculated that many were already debating whether to hold the stock or sell it to lock in profits. He believes his blog post helped convince some of them to sell.</p><p style=\"text-align: start;\">“A lot of the sell pressure you saw on Monday morning wasn’t necessarily what you might think. I believe a fair amount of that was from shares that had never been active because they had been sitting in workplace.schwab.com accounts — [restricted stock units] that employees got in some cases back in 2003 for nothing,” Emanuel told MarketWatch. “That makes a big difference because everything’s on the margin, and shares that have never moved.”</p><p style=\"text-align: start;\">It may be hard to prove for certain that Emanuel’s post influenced Nvidia employees to sell, but the fact that it went viral on X among the Silicon Valley tech community, and that so many readers were based in San Jose, makes his case plausible.</p><p style=\"text-align: start;\">Emanuel also told MarketWatch that he had been flooded with meeting requests from people at different hedge funds who read his post and wanted to talk to him about AI. That showed that people on Wall Street were paying attention to his blog post and may have placed trades on Monday based on the information he presented.</p><p style=\"text-align: start;\">Those Wall Street firms were also happy to pay top dollar to book Emanuel as a consultant, showing that they took his ideas seriously. Emanuel had done some contract work as an investment analyst on the side in the past, but he raised his hourly rate to $500 after the blog post went viral. When his calendar started filling up, he doubled it to $1,000.</p><p style=\"text-align: start;\">Although Emanuel has been collecting contracting fees because of his bearish call on Nvidia, he said he never actually held a short position on the stock.</p><p style=\"text-align: start;\">“I’m just writing out of intellectual curiosity, not to make money directly,” he told MarketWatch. “I didn’t come in with an agenda and try to prove a conclusion. I’m the most bullish on AI.”</p><p style=\"text-align: start;\">And while the points Emanuel laid out in his blog post might be bearish for Nvidia, he still thinks they paint a positive future for AI.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","BK4551":"寇图资本持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508918158","content_text":"Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.Last Friday afternoon, Jeffrey Emanuel sat down in his Brooklyn apartment and started writing a blog post. For hours, he pounded away on his keyboard while his wife kept their young children occupied and brought him food. Emanuel worked late into the night, and by early Saturday morning he had written nearly 12,000 words.Emanuel’s manifesto made the case for shorting the hottest company in the stock market, Nvidia Corp., due to a number of shifting tides in the artificial-intelligence world, including the emergence of a China-based company called DeepSeek. He published his thesis on his personal blog and then shared it with theValue Investors Club websiteand across Reddit, X and other platforms. When he checked his blog’s analytics later on Saturday morning, Emanuel saw that 35 people were reading the post. Not bad traffic for a personal blog built into the website of his YouTube transcription-service side project, he thought. But then the post started to go viral.By Saturday night, Emanuel could see that 1,500 people across the world were reading his blog post at a given moment. Well-known venture capitalist Chamath Palihapitiya shared Emanuel’s post on Nvidia’s short case with his 1.8 million X followers. Successful early stage investor Naval Ravikant shared the post with his 2.6 million followers. Jared Friedman, a partner at venture-capital firm Y Combinator, referred to it in a post that was reposted by the official Y Combinator account. Morgan Brown, a vice president of product and growth at Dropbox, pointed to it in a thread that was viewed over 13 million times. Emanuel’s own X post got nearly half a million views. He also quickly gained about 13,000 followers on the platform, going from about 2,000 to more than 15,000 followers.In an interview with MarketWatch, Emanuel said that at one point the traffic crashed his website, so people started sharing an archive link, which his website-analytics tool couldn’t track.But one thing it did pick up was that by the end of the night, the city with the most concurrent readers was San Jose, Calif. — near where Nvidia’s corporate headquarters is located.Emanuel’s argument shook Silicon Valley not because he claimed that the big U.S. technology companies were misleading or deceitful. His main point was simply that they were nowhere near as smart and efficient as Wall Street was touting them as. The big tech companies had built and trained their artificial-intelligence breakthroughs using tremendous amounts of data and advanced computing resources that required them to pay for Nvidia’s data-center hardware, which is sold at very high gross margins. Emanuel pointed out that a China-based company, DeepSeek, had recently launched its own top-notch AI product using fewer expensive chips. In other words, DeepSeek had achieved what the big AI companies had, but with far less money. What countless Wall Street firms and investment analysts had seemingly missed was being pointed out by some guy in his apartment.Then on Monday things got real. Nvidia’s stock plummeted about 12.5% at market open and continued falling from there. By the end of the day, the slide had wiped out nearly $600 billion from Nvidia’s market capitalization — the largest single-day market-cap drop to date for any company.Matt Levine, the prominent Bloomberg News financial columnist, noted the online chatter that claimed Emanuel’s post “was an important catalyst” for the stock-market selloff and said it was a “candidate for the most impactful short research report ever.” Emanuel spent the rest of the week booked solid as hedge funds paid him $1,000 per hour to speak on the phone and give his take on Nvidia and AI. “I’m so exhausted, I’m losing my voice practically,” said Emanuel. “It’s been the most surreal experience of my life.”Contrarian callAs Emanuel noted in his blog post, “The Short Case for Nvidia Stock,” he has professional experience working in financial markets. A native of New Rochelle, N.Y., Emanuel studied math at Reed College in Portland, Ore., before heading to Wall Street, where he worked at several investment funds, including as an analyst at Millennium Management and Balyasny Asset Management, two of the biggest multimanager hedge funds. But Emanuel, 42, also told MarketWatch that he’s been obsessed with neural networks since 1998 and was an early adopter of both crypto and AI. In 2021, Emanuel ditched Wall Street and started Pastel Networks, a blockchain company that provides decentralized storage, AI solutions and other services for Web3 developers. But he continued to carefully follow developments in Silicon Valley and the stock market. This experience in both the investing and the tech worlds led him to conclude that Nvidia is overvalued.Last Friday he was chatting with a friend who works at a hedge fund about why he thought Nvidia’s days of outperformance were numbered. This was a few days after DeepSeek released its R1 model and nobody on Wall Street seemed to notice. “Every single bank has a super-bullish buy rating on Nvidia. It’s like the blind leading the blind — they have absolutely no idea what they’re talking about,” Emanuel told MarketWatch. “All of their arguments have become totally divorced from reality.”MarketWatch checked this claim and found that 61 out of 67 analysts rated Nvidia as a buy as of the morning of Jan. 31. Six analysts, including one from Deutsche Bank, gave the stock a hold rating. None gave it a sell rating.“They try to defend their arguments by saying, ‘Well, we talk to industry experts.’ But that’s like asking the barber if you need a haircut,” Emanuel said.Emanuel’s argument ran counter to the bullish Wall Street sentiment that has surrounded Nvidia during its epic run. Nvidia has helped drive the entire U.S. stock market over the past year. In 2024, it became the largest U.S. company by market cap and one of the most actively traded stocks by retail investors, and its 171.2% gain helped lift the S&P 500 by 23.3% last year.Throughout this time, Nvidia investors were pricing in that it would be one of the — if not the single — main beneficiary of the AI craze. The market saw big tech companies like Microsoft, Meta and Google parent Alphabet spending hundreds of billions of dollarsto gobble up Nvidia’s hardware to build their AI data centers, and it expected that money to keep flowing as long as Nvidia’s GPUs were better than the competition’s.The short caseThe gist of Emanuel’s argument is as follows:Some of the most influential tech companies have determined that deep learning and AI are the biggest technological advances since the advent of the internet. In order to integrate that technology into their businesses, those companies have to build and train their AI, which takes a lot of data and computing resources. Nvidia sells the key hardware these companies need, and the margins on its most sophisticated chips are enormous. But a few things are changing that are proving this might not be sustainable, Emanuel says. For one, AI companies have been using scaling laws that essentially say the more data that is used to train an AI model, the better it gets. But Emanuel wrote that the industry may be running low on quality data to train that AI — that is, a potential “data wall” is looming that could slow down AI scaling and reduce some of that need for training resources.Emanuel also posed the question of what happens to the training hardware after the AI is trained. GPUs are constantly getting exponentially better, so after a few years, companies might not want to use old hardware anymore. This puts them on a cycle where they’re always spending more to get the best hardware. But eventually, those companies are going to want to see a return on their hefty investment.Some of these companies, like Alphabet, have also been investing in building out their own semiconductor chips. For a while, Nvidia’s hardware has been the best for training AI, but that might not be the case forever as more companies, such as Cerebras, build better hardware. And other GPU makers like Advanced Micro Devices are updating their drivers software to be more competitive with Nvidia.On top of that, some new AI models are proving to be much more resource-efficient. This is where all the drama with DeepSeek comes in. DeepSeek launched its own AI that’s on par with the likes of OpenAI’s ChatGPT, but the real kicker was that it said it trained its AI in less time using fewer chips.Add all these things together — unsustainable spending and data-center building, less training data to work with, better competing hardware and more efficient AI — and you get a future where it’s harder to imagine Nvidia’s customers spending as much as they currently are on Nvidia hardware.“By the time I finished writing the article, I said, ‘I’m convinced,’” Emanuel told MarketWatch. “It was when I realized that every one of their big hyperscaler customers was literally making their own competitive silicon, all made by [Taiwan Semiconductor], and that was already coming out and was imminently going to hit the market. I was thinking, ‘Do people realize this?’ Because I don’t think they do.”If training and integrating AI becomes significantly cheaper, why would these big tech companies keep spending obscenely large sums of money?For Emanuel, this called into question why Nvidia was trading at such a high price-to-earnings ratio.“If you know that a company will only earn supersized returns for a couple years, you don’t apply a multiple. You certainly don’t put a 30-times multiple,” Emanuel told MarketWatch.For its part, Nvidia called DeepSeek “an excellent AI advancement and a perfect example of Test Time Scaling” but added that the process of using a trained model to make predictions on new data, or inference, “requires significant numbers of Nvidia GPUs and high-performance networking.”The aftermathEmanuel’s call on Nvidia turned out to be prescient. But DeepSeek isn’t exactly new. The startup is open-source and has been publishing technical papers out in the open for the past few months. It announced DeepSeek-V3 at the end of December and then announced DeepSeek-R1 on Jan. 20. The $5.6 million training-cost statistic that many investors cited for sparking the DeepSeek market panic was actually revealed in the V3 technical paper published on Dec. 26.So knowledge about DeepSeek had already been floating around for a few weeks before the market selloff. Meta Chief Executive Mark Zuckerberg gave DeepSeek a shout-out on the Joe Rogan podcast on Jan. 10, and Scale AI chief executive Alexandr Wang talked about DeepSeek and competitive Chinese AI companies on Jan. 23. Nvidia ended that week higher.So what was the catalyst that caused Nvidia to crash on Monday? Emanuel has another theory that could help explain it.He pointed to the fact that so many people in San Jose were reading his blog post. He theorized that many of them were Nvidia employees with thousands — or even millions — of dollars worth of Nvidia stock tied up in employee stock options. With that much money in a single asset, Emanuel speculated that many were already debating whether to hold the stock or sell it to lock in profits. He believes his blog post helped convince some of them to sell.“A lot of the sell pressure you saw on Monday morning wasn’t necessarily what you might think. I believe a fair amount of that was from shares that had never been active because they had been sitting in workplace.schwab.com accounts — [restricted stock units] that employees got in some cases back in 2003 for nothing,” Emanuel told MarketWatch. “That makes a big difference because everything’s on the margin, and shares that have never moved.”It may be hard to prove for certain that Emanuel’s post influenced Nvidia employees to sell, but the fact that it went viral on X among the Silicon Valley tech community, and that so many readers were based in San Jose, makes his case plausible.Emanuel also told MarketWatch that he had been flooded with meeting requests from people at different hedge funds who read his post and wanted to talk to him about AI. That showed that people on Wall Street were paying attention to his blog post and may have placed trades on Monday based on the information he presented.Those Wall Street firms were also happy to pay top dollar to book Emanuel as a consultant, showing that they took his ideas seriously. Emanuel had done some contract work as an investment analyst on the side in the past, but he raised his hourly rate to $500 after the blog post went viral. When his calendar started filling up, he doubled it to $1,000.Although Emanuel has been collecting contracting fees because of his bearish call on Nvidia, he said he never actually held a short position on the stock.“I’m just writing out of intellectual curiosity, not to make money directly,” he told MarketWatch. “I didn’t come in with an agenda and try to prove a conclusion. I’m the most bullish on AI.”And while the points Emanuel laid out in his blog post might be bearish for Nvidia, he still thinks they paint a positive future for AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392645348123048,"gmtCreate":1736905906042,"gmtModify":1736906052502,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Wow, Korean police in corruption. Their power is super","listText":"Wow, Korean police in corruption. Their power is super","text":"Wow, Korean police in corruption. Their power is super","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392645348123048","repostId":"1164518568","repostType":2,"repost":{"id":"1164518568","kind":"news","pubTimestamp":1736905646,"share":"https://ttm.financial/m/news/1164518568?lang=&edition=fundamental","pubTime":"2025-01-15 09:47","market":"us","language":"en","title":"South Korean President Yoon Arrested Over Martial Law Fiasco","url":"https://stock-news.laohu8.com/highlight/detail?id=1164518568","media":"Bloomberg","summary":"South Korean investigators arrested President Yoon Suk Yeol on Wednesday after launching a pre-dawn operation to bring the impeached leader in for questioning over his short-lived martial law declaration.The Corruption Investigation Office for High-ranking Officials had been looking to bring Yoon into custody after the president repeatedly defied summons to appear for questioning. CIO investigators abandoned their first attempt to arrest him on Jan. 3 after a nearly six-hour standoff due to resi","content":"<html><head></head><body><p>South Korean investigators arrested President Yoon Suk Yeol on Wednesday after launching a pre-dawn operation to bring the impeached leader in for questioning over his short-lived martial law declaration.</p><p style=\"text-align: start;\">The Corruption Investigation Office for High-ranking Officials had been looking to bring Yoon into custody after the president repeatedly defied summons to appear for questioning. CIO investigators abandoned their first attempt to arrest him on Jan. 3 after a nearly six-hour standoff due to resistance from Yoon’s security team.</p><p style=\"text-align: start;\">Wednesday’s arrest, confirmed by the CIO, makes Yoon the first incumbent president in the country’s history to be taken into custody.</p><p style=\"text-align: start;\">The investigators can hold the president for 48 hours and are likely to question him at their office in Gwacheon, near Seoul. The team needs to request for another warrant if they want to keep him detained for up to 20 days beyond the initial arrest.</p></body></html>","source":"lsy1584095487587","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>South Korean President Yoon Arrested Over Martial Law Fiasco</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\">\nSouth Korean President Yoon Arrested Over Martial Law Fiasco\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-15 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-15/south-korean-investigators-arrest-yoon-at-second-attempt><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>South Korean investigators arrested President Yoon Suk Yeol on Wednesday after launching a pre-dawn operation to bring the impeached leader in for questioning over his short-lived martial law ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-15/south-korean-investigators-arrest-yoon-at-second-attempt\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2025-01-15/south-korean-investigators-arrest-yoon-at-second-attempt","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164518568","content_text":"South Korean investigators arrested President Yoon Suk Yeol on Wednesday after launching a pre-dawn operation to bring the impeached leader in for questioning over his short-lived martial law declaration.The Corruption Investigation Office for High-ranking Officials had been looking to bring Yoon into custody after the president repeatedly defied summons to appear for questioning. CIO investigators abandoned their first attempt to arrest him on Jan. 3 after a nearly six-hour standoff due to resistance from Yoon’s security team.Wednesday’s arrest, confirmed by the CIO, makes Yoon the first incumbent president in the country’s history to be taken into custody.The investigators can hold the president for 48 hours and are likely to question him at their office in Gwacheon, near Seoul. The team needs to request for another warrant if they want to keep him detained for up to 20 days beyond the initial arrest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373739641639120,"gmtCreate":1732254391437,"gmtModify":1732254396409,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a>&nbsp; Hope it is right","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a>&nbsp; Hope it is right","text":"$BABA-W(09988)$ Hope it is right","images":[{"img":"https://community-static.tradeup.com/news/6ead6ef1b3994ec725880b55cfb0ad19","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373739641639120","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372127490216264,"gmtCreate":1731891157761,"gmtModify":1731891161764,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"I dont think so.&nbsp;","listText":"I dont think so.&nbsp;","text":"I dont think so.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372127490216264","repostId":"1185716016","repostType":2,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371442095255768,"gmtCreate":1731693222609,"gmtModify":1731693226561,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Question, why Baba always reports in the&nbsp; bear&nbsp;market? Even the report is good but in a bear market it wont be bull but bear.&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Question, why Baba always reports in the&nbsp; bear&nbsp;market? Even the report is good but in a bear market it wont be bull but bear.&nbsp;","text":"$Alibaba(BABA)$ Question, why Baba always reports in the bear market? Even the report is good but in a bear market it wont be bull but bear.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371442095255768","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358675731075280,"gmtCreate":1728607495205,"gmtModify":1728607500005,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> Too early :(","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> Too early :(","text":"$BABA-W(09988)$ Too early :(","images":[{"img":"https://community-static.tradeup.com/news/b64638f6b486da2e060fa5044efa58b7","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358675731075280","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":353176101838880,"gmtCreate":1727233821723,"gmtModify":1727233825134,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"3000 this year? Crazy","listText":"3000 this year? Crazy","text":"3000 this year? Crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353176101838880","repostId":"2470647473","repostType":2,"repost":{"id":"2470647473","kind":"live","pubTimestamp":1727235520,"share":"https://ttm.financial/m/news/2470647473?lang=&edition=fundamental","pubTime":"2024-09-25 11:38","market":"us","language":"en","title":"Gold Rises to Record High as US Data Support Deeper Rate Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2470647473","media":"Bloomberg","summary":"Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolst","content":"<html><head></head><body><p>Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolstered the case for deeper rate cuts. Silver was near the highest in four months.</p><p>Prices of gold gained as much as 0.3% to above $2,665 an ounce, eclipsing its previous all-time high posted on Tuesday following a report showing US consumer confidence this month fell the most in three years. Silver surged 4.6% on Tuesday in its biggest daily gain in four months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2ff042b152943dbb54ac83686d056bcf\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Swaps traders increased bets for more than three-quarters of a point of easing by the Federal Reserve this year. Lower rates tend to benefit both gold and silver as they don’t offer interest, while a weaker dollar makes the metals cheaper for many buyers.</p><p style=\"text-align: start;\">Gold and silver tend to move largely in tandem as both offer similar macro- and currency-hedging properties. Still, the white metal is more exposed to the economic cycle as it’s also an industrial commodity used in clean-energy technologies, including solar panels.</p><p style=\"text-align: start;\">In a boost for industrial metals, Beijing announced a series of stimulus measures Tuesday to address the nation’s economic malaise and in particular targeting the real estate market.</p><p style=\"text-align: start;\">“The main driver for silver in the last few weeks has been the gold rally — which got another boost yesterday from higher rate-cut expectations following the weak consumer confidence report,” said Zhong Liang Han, an analyst at Standard Chartered Plc. However, the “rally in industrial metals following China’s broad stimulus package was the key driver behind the next leg of the up-move in silver.”</p><p>Gold has now surged almost 30% this year — while silver has risen 35% — with the rallies gaining momentum after the Fed’s half-point cut last week. The yellow metal has also been supported by strong central bank purchases and heightened geopolitical tensions driving haven demand. A too-close-to-call US presidential election that could be massively consequential for financial markets is now less than six weeks away.</p><p style=\"text-align: start;\">Spot gold reached a record high of $2,665.25 an ounce before being up 0.2% to $2,662.77 as of 10:34 a.m. in Singapore. The Bloomberg Dollar Spot Index was little changed following its 0.5% drop in the previous session.</p><p style=\"text-align: start;\">Silver is getting attention given the sharp rally in gold, especially as investors look for catch-up buying opportunities, said Joni Teves, a precious metals strategist at UBS Group AG.</p><p>“The move in industrial commodities is likely also providing an additional boost,” Teves said. “Our bullish outlook for silver is unchanged; we think it can outperform in this environment of rising gold prices, Fed easing and forecasted silver market deficits.”</p><p>Silver dipped 0.5% in Singapore to $31.9435 an ounce. Palladium and platinum declined.</p><p>Looking ahead, investors are waiting for more US data — including the personal consumption expenditures gauge and jobless claims — due later in the week, for additional indications on the Fed’s likely easing path.</p><p></p><p></p></body></html>","source":"lsy1584095487587","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>Gold Rises to Record High as US Data Support Deeper Rate Cuts</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\">\nGold Rises to Record High as US Data Support Deeper Rate Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-25 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-25/gold-xauusd-holds-near-record-high-as-us-data-supports-deeper-rate-cuts><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolstered the case for deeper rate cuts. Silver was near the highest in four months.Prices of gold gained...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-25/gold-xauusd-holds-near-record-high-as-us-data-supports-deeper-rate-cuts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2024-09-25/gold-xauusd-holds-near-record-high-as-us-data-supports-deeper-rate-cuts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470647473","content_text":"Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolstered the case for deeper rate cuts. Silver was near the highest in four months.Prices of gold gained as much as 0.3% to above $2,665 an ounce, eclipsing its previous all-time high posted on Tuesday following a report showing US consumer confidence this month fell the most in three years. Silver surged 4.6% on Tuesday in its biggest daily gain in four months.Swaps traders increased bets for more than three-quarters of a point of easing by the Federal Reserve this year. Lower rates tend to benefit both gold and silver as they don’t offer interest, while a weaker dollar makes the metals cheaper for many buyers.Gold and silver tend to move largely in tandem as both offer similar macro- and currency-hedging properties. Still, the white metal is more exposed to the economic cycle as it’s also an industrial commodity used in clean-energy technologies, including solar panels.In a boost for industrial metals, Beijing announced a series of stimulus measures Tuesday to address the nation’s economic malaise and in particular targeting the real estate market.“The main driver for silver in the last few weeks has been the gold rally — which got another boost yesterday from higher rate-cut expectations following the weak consumer confidence report,” said Zhong Liang Han, an analyst at Standard Chartered Plc. However, the “rally in industrial metals following China’s broad stimulus package was the key driver behind the next leg of the up-move in silver.”Gold has now surged almost 30% this year — while silver has risen 35% — with the rallies gaining momentum after the Fed’s half-point cut last week. The yellow metal has also been supported by strong central bank purchases and heightened geopolitical tensions driving haven demand. A too-close-to-call US presidential election that could be massively consequential for financial markets is now less than six weeks away.Spot gold reached a record high of $2,665.25 an ounce before being up 0.2% to $2,662.77 as of 10:34 a.m. in Singapore. The Bloomberg Dollar Spot Index was little changed following its 0.5% drop in the previous session.Silver is getting attention given the sharp rally in gold, especially as investors look for catch-up buying opportunities, said Joni Teves, a precious metals strategist at UBS Group AG.“The move in industrial commodities is likely also providing an additional boost,” Teves said. “Our bullish outlook for silver is unchanged; we think it can outperform in this environment of rising gold prices, Fed easing and forecasted silver market deficits.”Silver dipped 0.5% in Singapore to $31.9435 an ounce. Palladium and platinum declined.Looking ahead, investors are waiting for more US data — including the personal consumption expenditures gauge and jobless claims — due later in the week, for additional indications on the Fed’s likely easing path.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343532943438080,"gmtCreate":1724899873385,"gmtModify":1724899877169,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/343532943438080","isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093561479903300","authorId":"4093561479903300","name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/67ecba742430a57a532b690885139baa","crmLevel":9,"crmLevelSwitch":1,"idStr":"4093561479903300","authorIdStr":"4093561479903300"},"content":"Will drop more in the weeks and months to come.","text":"Will drop more in the weeks and months to come.","html":"Will drop more in the weeks and months to come."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330193080201384,"gmtCreate":1721619312591,"gmtModify":1721619317385,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Lol just Wyckoff cycle. Buy and forget it. Still have many excellent stocks to buy&nbsp;","listText":"Lol just Wyckoff cycle. Buy and forget it. Still have many excellent stocks to buy&nbsp;","text":"Lol just Wyckoff cycle. Buy and forget it. Still have many excellent stocks to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330193080201384","repostId":"2453220230","repostType":2,"repost":{"id":"2453220230","kind":"highlight","pubTimestamp":1721619613,"share":"https://ttm.financial/m/news/2453220230?lang=&edition=fundamental","pubTime":"2024-07-22 11:40","market":"hk","language":"en","title":"Alibaba: One Step Forward, Two Steps Back (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2453220230","media":"seekingalpha","summary":"Alibaba investors have witnessed several \"false dawns\" over the past two years.BABA bulls have failed to hold on to their positions after surges, demonstrating a lack of conviction.Further trade restr","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba investors have witnessed several &#34;false dawns&#34; over the past two years.</p></li><li><p>BABA bulls have failed to hold on to their positions after surges, demonstrating a lack of conviction.</p></li><li><p>Further trade restrictions on semiconductor stocks could impact Alibaba&#39;s supply chain and hinder near-term sentiments.</p></li><li><p>A potential Trump second term could worsen the geopolitical headwinds with China, intensifying execution risks.</p></li><li><p>I argue why I&#39;ve finally learned my lessons on BABA, as my bullish thesis never really took off. Read on.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/84b6aeab08dc480ef3a214462aadfcfd\" tg-width=\"750\" tg-height=\"500\"/></p><p></p><h2 id=\"id_1529390537\">Alibaba: Disappointing Recovery</h2><p>Alibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) investors have endured another disappointing fourth fiscal quarter as Alibaba&#39;s growth recovery remains tepid. Geopolitical headwinds between the US and China have also intensified as the US steps up pressure against China. Accordingly, the Biden administration could implement the &#34;most severe trade restrictions available&#34; on ASML (ASML) and Tokyo Electron (OTCPK:TOELY).</p><p>As a result, the potential ramifications have sent semiconductor stocks tumbling this week. Given the criticality of their semiconductor supply chain, there are suggestions that the proposed trade restrictions might result in a pushback by the US&#39;s allies.</p><p>In a pre-earnings BABA article in May 2024, I updated Alibaba investors on why the stock could be primed to recover further. However, buying sentiments have remained surprisingly weak as the early momentum in Chinese equities has fizzled out. Despite that, it&#39;s possible that BABA&#39;s recovery could still occur in the second half, although China&#39;s recent third plenum might not be sufficient to revive near-term sentiments.</p><p>Accordingly, growth catalysts on Chinese equities are considered inadequate, suggesting &#34;few initial signs of major steps to boost demand or address the property slump.&#34; China&#39;s economic recovery in Q2 has failed to sustain its early momentum, as China&#39;s property market malaise still weighs down consumer spending. As a result, Alibaba investors should expect BABA to remain stuck in a consolidation zone (sideways price action) in the near term as investors reassess Alibaba&#39;s cross-border growth momentum. Wall Street is expected to stay relatively unenthusiastic about Chinese equities in general, as China&#39;s third plenum is noted for a lack of &#34;firm and immediate market read-through.&#34;</p><h2 id=\"id_1925970995\">Alibaba: Lackluster Growth Drivers</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50988e0d79a45865f1d8f0aab0c632a1\" tg-width=\"640\" tg-height=\"454\"/></p><p>Alibaba revenue segments (FinChat)</p><p></p><p>As seen above, Alibaba&#39;s China commerce business (Taobao and Tmall Group) remains the key revenue driver for the beleaguered e-commerce platform leader. Alibaba&#39;s international commerce business (AIDC) drove a 45% increase in revenue in FQ4. However, mitigating the languid momentum in the e-commerce leader&#39;s overall revenue base wasn&#39;t sufficient. As a result, I assessed that China&#39;s weak retail spending climate will continue to hamper more robust buying sentiments. Without a decisive boost to spur China&#39;s flagging property market, it could intensify BABA&#39;s execution risks in FY2025.</p><p>Alibaba has refocused on AI as the centerpiece of its cloud computing growth strategy. Alibaba Cloud remains China&#39;s cloud computing leader. However, momentum has remained surprisingly tepid (up 3% YoY in FQ4), suggesting growth headwinds haven&#39;t been resolved.</p><p>The US chip restrictions have also hampered Alibaba&#39;s ability to accumulate NVIDIA (NVDA) chips, leading to user restrictions. Therefore, the company&#39;s ability to rejuvenate its growth momentum through its cloud platform business is still highly uncertain. Moreover, the US hyperscalers have also capitalized on the chip restrictions by offering Chinese companies access to Nvidia chips through their cloud offerings. Consequently, it has allowed these companies to circumvent the chip restrictions, which could hurt BABA&#39;s ability to attract customers. However, whether the &#34;loophole&#34; could be closed as the US attempts to deny China further access to the most advanced AI chips remains to be seen.</p><p>Moreover, investors are increasingly weighing on a potential second Trump administration. Wall Street has assessed it could affect buying sentiments on Chinese equities. Trump&#39;s potentially triumphant return could galvanize his administration to double down on their efforts and campaign promises to hit China harder with tariffs. As Trump is not allowed to seek re-election in 2028, there is a possibility that a more intense trade war between the US and China could erupt. Given Alibaba&#39;s need to reignite growth in its cross-border e-commerce business as domestic retail spending remains weak, it could materially affect investor confidence.</p><h2 id=\"id_3861158302\">BABA: Valuation Shouldn&#39;t Be The Main Driver</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da0dabbcaeb4d2d7d208a9c0b7c030e8\" tg-width=\"613\" tg-height=\"325\"/></p><p>BABA Quant Grades (Seeking Alpha)</p><p></p><p>Notwithstanding my caution on BABA, its valuation isn&#39;t assessed as aggressive. Therefore, Alibaba bulls could argue that significant pessimism has likely been reflected. However, the stock&#39;s 1Y total return of -13% over the past year is substantially lower than PDD&#39;s (PDD) 1Y total return of 75%.</p><p>PDD is valued at a markedly higher adjusted EBITDA multiple of 7.8x compared to BABA&#39;s 5.8x. As a result, I have mistakenly assessed BABA&#39;s &#34;attractive&#34; valuation as a critical driver of its thesis.</p><p>The market is correct, as BABA&#39;s weak growth thesis (&#34;F&#34; growth grade) underscores the challenges discussed earlier. Coupled with potentially intensified geopolitical headwinds that a second Trump administration could worsen, it doesn&#39;t look promising for Alibaba investors.</p><h2 id=\"id_2128006099\">Is BABA Stock A Buy, Sell, Or Hold?</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79c339342806764f98cc5fb6ed96e932\" tg-width=\"640\" tg-height=\"394\"/></p><p>BABA price action (weekly, medium-term, adjusted for dividends) (TradingView)</p><p></p><p>Several &#34;false dawns&#34; were observed in BABA&#39;s price action over the past two years. Similarly, I&#39;ve also assessed a sharp surge toward the stock&#39;s May 2024 highs under the $90 level before it collapsed. As a result, dip-buyers don&#39;t seem to have enough conviction to hold on to their positions, hampering a more sustained recovery.</p><p>However, I&#39;ve also assessed that turning bearish on BABA seems too aggressive, given the company&#39;s solid profitability (&#34;A&#34;+ profitability grade) and lack of significant selling intensity (&#34;C+&#34; momentum grade). Therefore, I believe a Hold rating seems appropriate for BABA for now.</p><p><em>Rating: Downgrade to Hold.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing, unless otherwise specified.</em></p></body></html>","source":"seekingalpha","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>Alibaba: One Step Forward, Two Steps Back (Rating Downgrade)</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\">\nAlibaba: One Step Forward, Two Steps Back (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-22 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4705310-alibaba-one-step-forward-two-steps-back><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba investors have witnessed several \"false dawns\" over the past two years.BABA bulls have failed to hold on to their positions after surges, demonstrating a lack of conviction.Further trade ...</p>\n\n<a href=\"https://seekingalpha.com/article/4705310-alibaba-one-step-forward-two-steps-back\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4705310-alibaba-one-step-forward-two-steps-back","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2453220230","content_text":"Alibaba investors have witnessed several \"false dawns\" over the past two years.BABA bulls have failed to hold on to their positions after surges, demonstrating a lack of conviction.Further trade restrictions on semiconductor stocks could impact Alibaba's supply chain and hinder near-term sentiments.A potential Trump second term could worsen the geopolitical headwinds with China, intensifying execution risks.I argue why I've finally learned my lessons on BABA, as my bullish thesis never really took off. Read on.Alibaba: Disappointing RecoveryAlibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) investors have endured another disappointing fourth fiscal quarter as Alibaba's growth recovery remains tepid. Geopolitical headwinds between the US and China have also intensified as the US steps up pressure against China. Accordingly, the Biden administration could implement the \"most severe trade restrictions available\" on ASML (ASML) and Tokyo Electron (OTCPK:TOELY).As a result, the potential ramifications have sent semiconductor stocks tumbling this week. Given the criticality of their semiconductor supply chain, there are suggestions that the proposed trade restrictions might result in a pushback by the US's allies.In a pre-earnings BABA article in May 2024, I updated Alibaba investors on why the stock could be primed to recover further. However, buying sentiments have remained surprisingly weak as the early momentum in Chinese equities has fizzled out. Despite that, it's possible that BABA's recovery could still occur in the second half, although China's recent third plenum might not be sufficient to revive near-term sentiments.Accordingly, growth catalysts on Chinese equities are considered inadequate, suggesting \"few initial signs of major steps to boost demand or address the property slump.\" China's economic recovery in Q2 has failed to sustain its early momentum, as China's property market malaise still weighs down consumer spending. As a result, Alibaba investors should expect BABA to remain stuck in a consolidation zone (sideways price action) in the near term as investors reassess Alibaba's cross-border growth momentum. Wall Street is expected to stay relatively unenthusiastic about Chinese equities in general, as China's third plenum is noted for a lack of \"firm and immediate market read-through.\"Alibaba: Lackluster Growth DriversAlibaba revenue segments (FinChat)As seen above, Alibaba's China commerce business (Taobao and Tmall Group) remains the key revenue driver for the beleaguered e-commerce platform leader. Alibaba's international commerce business (AIDC) drove a 45% increase in revenue in FQ4. However, mitigating the languid momentum in the e-commerce leader's overall revenue base wasn't sufficient. As a result, I assessed that China's weak retail spending climate will continue to hamper more robust buying sentiments. Without a decisive boost to spur China's flagging property market, it could intensify BABA's execution risks in FY2025.Alibaba has refocused on AI as the centerpiece of its cloud computing growth strategy. Alibaba Cloud remains China's cloud computing leader. However, momentum has remained surprisingly tepid (up 3% YoY in FQ4), suggesting growth headwinds haven't been resolved.The US chip restrictions have also hampered Alibaba's ability to accumulate NVIDIA (NVDA) chips, leading to user restrictions. Therefore, the company's ability to rejuvenate its growth momentum through its cloud platform business is still highly uncertain. Moreover, the US hyperscalers have also capitalized on the chip restrictions by offering Chinese companies access to Nvidia chips through their cloud offerings. Consequently, it has allowed these companies to circumvent the chip restrictions, which could hurt BABA's ability to attract customers. However, whether the \"loophole\" could be closed as the US attempts to deny China further access to the most advanced AI chips remains to be seen.Moreover, investors are increasingly weighing on a potential second Trump administration. Wall Street has assessed it could affect buying sentiments on Chinese equities. Trump's potentially triumphant return could galvanize his administration to double down on their efforts and campaign promises to hit China harder with tariffs. As Trump is not allowed to seek re-election in 2028, there is a possibility that a more intense trade war between the US and China could erupt. Given Alibaba's need to reignite growth in its cross-border e-commerce business as domestic retail spending remains weak, it could materially affect investor confidence.BABA: Valuation Shouldn't Be The Main DriverBABA Quant Grades (Seeking Alpha)Notwithstanding my caution on BABA, its valuation isn't assessed as aggressive. Therefore, Alibaba bulls could argue that significant pessimism has likely been reflected. However, the stock's 1Y total return of -13% over the past year is substantially lower than PDD's (PDD) 1Y total return of 75%.PDD is valued at a markedly higher adjusted EBITDA multiple of 7.8x compared to BABA's 5.8x. As a result, I have mistakenly assessed BABA's \"attractive\" valuation as a critical driver of its thesis.The market is correct, as BABA's weak growth thesis (\"F\" growth grade) underscores the challenges discussed earlier. Coupled with potentially intensified geopolitical headwinds that a second Trump administration could worsen, it doesn't look promising for Alibaba investors.Is BABA Stock A Buy, Sell, Or Hold?BABA price action (weekly, medium-term, adjusted for dividends) (TradingView)Several \"false dawns\" were observed in BABA's price action over the past two years. Similarly, I've also assessed a sharp surge toward the stock's May 2024 highs under the $90 level before it collapsed. As a result, dip-buyers don't seem to have enough conviction to hold on to their positions, hampering a more sustained recovery.However, I've also assessed that turning bearish on BABA seems too aggressive, given the company's solid profitability (\"A\"+ profitability grade) and lack of significant selling intensity (\"C+\" momentum grade). Therefore, I believe a Hold rating seems appropriate for BABA for now.Rating: Downgrade to Hold.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing, unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306348121530416,"gmtCreate":1715827183169,"gmtModify":1715827186847,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> As I mentioned, Baba stays strong above 76 will end down trend. It is Bull now With hope that there is no any political issue.","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> As I mentioned, Baba stays strong above 76 will end down trend. It is Bull now With hope that there is no any political issue.","text":"$Alibaba(09988)$ As I mentioned, Baba stays strong above 76 will end down trend. It is Bull now With hope that there is no any political issue.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306348121530416","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305774135738408,"gmtCreate":1715687136729,"gmtModify":1715687140505,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"To Your surprise, it will be UP.&nbsp;","listText":"To Your surprise, it will be UP.&nbsp;","text":"To Your surprise, it will be UP.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305774135738408","repostId":"1100762122","repostType":2,"repost":{"id":"1100762122","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1715693763,"share":"https://ttm.financial/m/news/1100762122?lang=&edition=fundamental","pubTime":"2024-05-14 21:36","market":"us","language":"en","title":"China's Alibaba Beats Quarterly Revenue Estimates, Profit Drops","url":"https://stock-news.laohu8.com/highlight/detail?id=1100762122","media":"Reuters","summary":"Alibaba Stock Drops over 2% After Earnings Report.","content":"<html><head></head><body><p>May 14 (Reuters) - China&#39;s Alibaba Group Holding beat analysts&#39; estimates for fourth-quarter revenue on Tuesday, as a focus on low-cost goods in response to cautious consumer spending helped boost domestic e-commerce sales in the three-month period.</p><p>Its U.S.-listed shares, however, fell 6.1% in morning trading, as profit fell about 86% in the fourth quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/275fb1056ed51fc1a23b61af8f074296\" tg-width=\"843\" tg-height=\"627\"/></p><p>Consumers in China have been spending carefully after the pandemic amid an economic slowdown and property slump.</p><p>Analysts expected strong growth from Alibaba&#39;s international digital commerce arm, given its investments in building global market share and appetite among global consumers for low-cost goods from China.</p><p>Analysts expect a 39% revenue rise in the segment, according to LSEG data.</p><p>The company reported revenue of 221.87 billion yuan ($30.66 billion)in the three months ended March 31, compared with a consensus estimate of 219.66 billion yuan, according to LSEG data.</p><p>Net income in the March-quarter was 3.27 billion yuan ($451.94 million), compared with 23.52 billion yuan a year ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5a7909bc39c9fdb3ea69a79b0a62523\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>($1 = 7.2355 Chinese yuan renminbi)</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>China's Alibaba Beats Quarterly Revenue Estimates, Profit Drops</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\">\nChina's Alibaba Beats Quarterly Revenue Estimates, Profit Drops\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-05-14 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 14 (Reuters) - China&#39;s Alibaba Group Holding beat analysts&#39; estimates for fourth-quarter revenue on Tuesday, as a focus on low-cost goods in response to cautious consumer spending helped boost domestic e-commerce sales in the three-month period.</p><p>Its U.S.-listed shares, however, fell 6.1% in morning trading, as profit fell about 86% in the fourth quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/275fb1056ed51fc1a23b61af8f074296\" tg-width=\"843\" tg-height=\"627\"/></p><p>Consumers in China have been spending carefully after the pandemic amid an economic slowdown and property slump.</p><p>Analysts expected strong growth from Alibaba&#39;s international digital commerce arm, given its investments in building global market share and appetite among global consumers for low-cost goods from China.</p><p>Analysts expect a 39% revenue rise in the segment, according to LSEG data.</p><p>The company reported revenue of 221.87 billion yuan ($30.66 billion)in the three months ended March 31, compared with a consensus estimate of 219.66 billion yuan, according to LSEG data.</p><p>Net income in the March-quarter was 3.27 billion yuan ($451.94 million), compared with 23.52 billion yuan a year ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5a7909bc39c9fdb3ea69a79b0a62523\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>($1 = 7.2355 Chinese yuan renminbi)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100762122","content_text":"May 14 (Reuters) - China's Alibaba Group Holding beat analysts' estimates for fourth-quarter revenue on Tuesday, as a focus on low-cost goods in response to cautious consumer spending helped boost domestic e-commerce sales in the three-month period.Its U.S.-listed shares, however, fell 6.1% in morning trading, as profit fell about 86% in the fourth quarter.Consumers in China have been spending carefully after the pandemic amid an economic slowdown and property slump.Analysts expected strong growth from Alibaba's international digital commerce arm, given its investments in building global market share and appetite among global consumers for low-cost goods from China.Analysts expect a 39% revenue rise in the segment, according to LSEG data.The company reported revenue of 221.87 billion yuan ($30.66 billion)in the three months ended March 31, compared with a consensus estimate of 219.66 billion yuan, according to LSEG data.Net income in the March-quarter was 3.27 billion yuan ($451.94 million), compared with 23.52 billion yuan a year ago.($1 = 7.2355 Chinese yuan renminbi)","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296413723672872,"gmtCreate":1713404237012,"gmtModify":1713404240445,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","text":"$Alibaba(09988)$ Wyckoff logic. Baba is almost at the end of accumulation and starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296413723672872","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276384211980496,"gmtCreate":1708506885571,"gmtModify":1708506889576,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Dtop drop drop","listText":"Dtop drop drop","text":"Dtop drop drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276384211980496","repostId":"1195354651","repostType":2,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276263363702976,"gmtCreate":1708477419297,"gmtModify":1708477423238,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"great chance for sell, strong PUT to 400","listText":"great chance for sell, strong PUT to 400","text":"great chance for sell, strong PUT to 400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276263363702976","repostId":"2413246435","repostType":2,"repost":{"id":"2413246435","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1708471800,"share":"https://ttm.financial/m/news/2413246435?lang=&edition=fundamental","pubTime":"2024-02-21 07:30","market":"us","language":"en","title":"Nvidia Lost a Record $78 Billion in Market Cap on Tuesday. Earnings Are Up Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2413246435","media":"Dow Jones","summary":"Nvidia shed $78 billion in market cap on Tuesday, its largest one-day decline in valuation on record, according to Dow Jones Market Data.Nvidia shares have more than tripled over the last 12 months.Th","content":"<html><head></head><body><p style=\"text-align: start;\">Nvidia shed $78 billion in market cap on Tuesday, its largest one-day decline in valuation on record, according to Dow Jones Market Data.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26d7b3cae9ed2493e66877c4a8c6876\" alt=\"Nvidia shares have more than tripled over the last 12 months.\" title=\"Nvidia shares have more than tripled over the last 12 months.\" tg-width=\"949\" tg-height=\"631\"/><span>Nvidia shares have more than tripled over the last 12 months.</span></p><p style=\"text-align: start;\">The loss comes ahead of Nvidia’s quarterly results, due out Wednesday after the market close. The market appears to be cautious ahead of the chip maker’s earnings report.</p><p>Nvidia shares fell 4.4% to $689.20 on Tuesday. The company lost $78 billion in market capitalization, the largest one-day market cap decline in its history, according to Dow Jones Market Data.</p><p>The stock garnered another price upgrade this week as HSBC analyst Frank Lee raised his target price to $835 from $800 and maintained a Buy rating, although he played down expectations for an earnings bump, expecting Nvidia’s sales to be in line with consensus expectations. </p><p>Nvidia is expected to report quarterly earnings of $4.59 a share and revenue of $20.4 billion, according to a FactSet poll of analysts’ estimates.</p><p>“We believe overall market expectations have risen significantly as consensus earnings are now approaching our forecasts. Hence, we see limited room for further earnings upside in 2024 relative to the sales and earnings surprise that we saw in 2023,” wrote Lee in a research note on Monday. </p><p>Lee said he was confident Nvidia would benefit in the longer term from the company’s expansion into markets such as central processing units. His target price is based on a price-to-earnings multiple of 35 times Nvidia’s forecast earnings in fiscal year 2025.</p><p>Other chip maker stocks were mixed. Advanced Micro Devices was down 4.7% and Intel was up 2.3%. The Biden administration held talks to award more than $10 billion in subsidies to Intel, Bloomberg reported on Friday citing people familiar with the matter.</p><p>One issue that Nvidia’s management is likely to face questions about during its earnings call is competition from other companies such as AMD, especially as the market looks for chips that can perform inference—producing results or answers from AI systems—in addition to training tasks.</p><p>“As Inference workloads continue to come into focus, we would<br/>expect more concerns on pricing given AMD’s positioning…We would note that early feedback from supply chain participants on Nvidia’s GH200 CPUGPU hybrid system has been positive with respect to adoption as an Inference platform,” wrote Stifel analyst Ruben Roy in a research note on Tuesday.</p><p>Roy kept a Buy rating on Nvidia stock with an $865 target price, based on a price-to-earnings multiple of 35 times the company’s forecast earnings for fiscal 2026.</p><p>Nvidia on Tuesday said it would hold its GTC 2024 conference from March 18-21 and speakers would include executives from Microsoft, Alphabet’s Google, and Meta Platforms.</p><p>Nvidia shares have risen 40% this year through Tuesday’s close. That compares with a 4.3% rise for the S&amp;P 500 index and a 4.1% gain in the Nasdaq Composite Index.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Lost a Record $78 Billion in Market Cap on Tuesday. Earnings Are Up Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Lost a Record $78 Billion in Market Cap on Tuesday. Earnings Are Up Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-21 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Nvidia shed $78 billion in market cap on Tuesday, its largest one-day decline in valuation on record, according to Dow Jones Market Data.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26d7b3cae9ed2493e66877c4a8c6876\" alt=\"Nvidia shares have more than tripled over the last 12 months.\" title=\"Nvidia shares have more than tripled over the last 12 months.\" tg-width=\"949\" tg-height=\"631\"/><span>Nvidia shares have more than tripled over the last 12 months.</span></p><p style=\"text-align: start;\">The loss comes ahead of Nvidia’s quarterly results, due out Wednesday after the market close. The market appears to be cautious ahead of the chip maker’s earnings report.</p><p>Nvidia shares fell 4.4% to $689.20 on Tuesday. The company lost $78 billion in market capitalization, the largest one-day market cap decline in its history, according to Dow Jones Market Data.</p><p>The stock garnered another price upgrade this week as HSBC analyst Frank Lee raised his target price to $835 from $800 and maintained a Buy rating, although he played down expectations for an earnings bump, expecting Nvidia’s sales to be in line with consensus expectations. </p><p>Nvidia is expected to report quarterly earnings of $4.59 a share and revenue of $20.4 billion, according to a FactSet poll of analysts’ estimates.</p><p>“We believe overall market expectations have risen significantly as consensus earnings are now approaching our forecasts. Hence, we see limited room for further earnings upside in 2024 relative to the sales and earnings surprise that we saw in 2023,” wrote Lee in a research note on Monday. </p><p>Lee said he was confident Nvidia would benefit in the longer term from the company’s expansion into markets such as central processing units. His target price is based on a price-to-earnings multiple of 35 times Nvidia’s forecast earnings in fiscal year 2025.</p><p>Other chip maker stocks were mixed. Advanced Micro Devices was down 4.7% and Intel was up 2.3%. The Biden administration held talks to award more than $10 billion in subsidies to Intel, Bloomberg reported on Friday citing people familiar with the matter.</p><p>One issue that Nvidia’s management is likely to face questions about during its earnings call is competition from other companies such as AMD, especially as the market looks for chips that can perform inference—producing results or answers from AI systems—in addition to training tasks.</p><p>“As Inference workloads continue to come into focus, we would<br/>expect more concerns on pricing given AMD’s positioning…We would note that early feedback from supply chain participants on Nvidia’s GH200 CPUGPU hybrid system has been positive with respect to adoption as an Inference platform,” wrote Stifel analyst Ruben Roy in a research note on Tuesday.</p><p>Roy kept a Buy rating on Nvidia stock with an $865 target price, based on a price-to-earnings multiple of 35 times the company’s forecast earnings for fiscal 2026.</p><p>Nvidia on Tuesday said it would hold its GTC 2024 conference from March 18-21 and speakers would include executives from Microsoft, Alphabet’s Google, and Meta Platforms.</p><p>Nvidia shares have risen 40% this year through Tuesday’s close. That compares with a 4.3% rise for the S&amp;P 500 index and a 4.1% gain in the Nasdaq Composite Index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4507":"流媒体概念","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4543":"AI","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4141":"半导体产品","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVDA":"英伟达","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4503":"景林资产持仓","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4561":"索罗斯持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4592":"伊斯兰概念"},"source_url":"https://www.marketwatch.com/articles/nvidia-stock-price-market-cap-earnings-41468588?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413246435","content_text":"Nvidia shed $78 billion in market cap on Tuesday, its largest one-day decline in valuation on record, according to Dow Jones Market Data.Nvidia shares have more than tripled over the last 12 months.The loss comes ahead of Nvidia’s quarterly results, due out Wednesday after the market close. The market appears to be cautious ahead of the chip maker’s earnings report.Nvidia shares fell 4.4% to $689.20 on Tuesday. The company lost $78 billion in market capitalization, the largest one-day market cap decline in its history, according to Dow Jones Market Data.The stock garnered another price upgrade this week as HSBC analyst Frank Lee raised his target price to $835 from $800 and maintained a Buy rating, although he played down expectations for an earnings bump, expecting Nvidia’s sales to be in line with consensus expectations. Nvidia is expected to report quarterly earnings of $4.59 a share and revenue of $20.4 billion, according to a FactSet poll of analysts’ estimates.“We believe overall market expectations have risen significantly as consensus earnings are now approaching our forecasts. Hence, we see limited room for further earnings upside in 2024 relative to the sales and earnings surprise that we saw in 2023,” wrote Lee in a research note on Monday. Lee said he was confident Nvidia would benefit in the longer term from the company’s expansion into markets such as central processing units. His target price is based on a price-to-earnings multiple of 35 times Nvidia’s forecast earnings in fiscal year 2025.Other chip maker stocks were mixed. Advanced Micro Devices was down 4.7% and Intel was up 2.3%. The Biden administration held talks to award more than $10 billion in subsidies to Intel, Bloomberg reported on Friday citing people familiar with the matter.One issue that Nvidia’s management is likely to face questions about during its earnings call is competition from other companies such as AMD, especially as the market looks for chips that can perform inference—producing results or answers from AI systems—in addition to training tasks.“As Inference workloads continue to come into focus, we wouldexpect more concerns on pricing given AMD’s positioning…We would note that early feedback from supply chain participants on Nvidia’s GH200 CPUGPU hybrid system has been positive with respect to adoption as an Inference platform,” wrote Stifel analyst Ruben Roy in a research note on Tuesday.Roy kept a Buy rating on Nvidia stock with an $865 target price, based on a price-to-earnings multiple of 35 times the company’s forecast earnings for fiscal 2026.Nvidia on Tuesday said it would hold its GTC 2024 conference from March 18-21 and speakers would include executives from Microsoft, Alphabet’s Google, and Meta Platforms.Nvidia shares have risen 40% this year through Tuesday’s close. That compares with a 4.3% rise for the S&P 500 index and a 4.1% gain in the Nasdaq Composite Index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276263396831256,"gmtCreate":1708477263146,"gmtModify":1708477267750,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Further down. Target put 400","listText":"Further down. Target put 400","text":"Further down. Target put 400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276263396831256","repostId":"2413246435","repostType":2,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261222039605304,"gmtCreate":1704785258474,"gmtModify":1704785262297,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Whenever bad news from JPmorgan then we should start accumulate the stocks.","listText":"Whenever bad news from JPmorgan then we should start accumulate the stocks.","text":"Whenever bad news from JPmorgan then we should start accumulate the stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261222039605304","repostId":"2402508998","repostType":2,"repost":{"id":"2402508998","kind":"highlight","pubTimestamp":1704767123,"share":"https://ttm.financial/m/news/2402508998?lang=&edition=fundamental","pubTime":"2024-01-09 10:25","market":"hk","language":"en","title":"Morgan Stanley Expects Alibaba to Report \"Another Painful Transitional Quarter\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2402508998","media":"StreetInsider","summary":"Morgan Stanley cut its price target for Alibaba (NYSE:BABA) shares to $85 from $80 in a note Monday, maintaining an Equal-Weight rating on the stock. The bank said it sees the company reporting \"anoth","content":"<html><head></head><body><p style=\"text-align: left;\">Morgan Stanley cut its price target for Alibaba (NYSE:BABA) shares to $85 from $80 in a note Monday, maintaining an Equal-Weight rating on the stock. The bank said it sees the company reporting &#34;another painful transitional quarter.&#34;</p><p style=\"text-align: left;\">Previewing the Chinese e-commerce giant&#39;s 3QF24, analysts forecast total revenue of RMB260bn, up 5% YoY and 16% QoQ. They see non-GAAP EBITA coming in at RMB52.1bn, flattish YoY, and up 22% QoQ with non-GAAP EBITA margin at 20% for fiscal 3Q.</p><p style=\"text-align: left;\">&#34;We think the group&#39;s focus on price competitiveness and everyday low-price strategy will have made an initial positive impact on GMV for the quarter, leading to a narrowing growth gap vs. the industry. We forecast low-single-digit GMV growth for fiscal 3Q vs. 6.4% yoy growth in industry online retail sales of goods for October-November 2023, according to NBS,&#34; analysts said.</p><p style=\"text-align: left;\">&#34;However, on monetization, we expect Customer Management Revenue (CMR) to grow more slowly than GMV for the quarter, at 0-1%. 1) Increased engagement of Taobao merchants (owing to low price strategy) is likely to increase Taobao GMV in the mix vs. Tmall, constraining take rate. 2) Commission revenues continued to decline. Overall, we forecast Taobao Tmall Group revenue and adjusted EBITA to grow 1.4% yoy and 0-1% in F3Q,&#34; they added.</p><p style=\"text-align: left;\">Morgan Stanley believes the BABA business transformation is likely to take time, although they feel that more robust capital management could be an upside catalyst.</p></body></html>","source":"highlight_streetinsider","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>Morgan Stanley Expects Alibaba to Report \"Another Painful Transitional Quarter\"</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\">\nMorgan Stanley Expects Alibaba to Report \"Another Painful Transitional Quarter\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-09 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22607277><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley cut its price target for Alibaba (NYSE:BABA) shares to $85 from $80 in a note Monday, maintaining an Equal-Weight rating on the stock. The bank said it sees the company reporting \"...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22607277\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0106831901.USD":"贝莱德世界金融基金A2","BABA":"阿里巴巴","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4554":"元宇宙及AR概念","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0971096721.USD":"富达环球金融服务 A","09988":"阿里巴巴-W","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4575":"芯片概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4220":"综合零售","BK4535":"淡马锡持仓","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4527":"明星科技股","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4538":"云计算","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4526":"热门中概股","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4588":"碎股","BK4579":"人工智能","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4505":"高瓴资本持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4504":"桥水持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4548":"巴美列捷福持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4565":"NFT概念"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22607277","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2402508998","content_text":"Morgan Stanley cut its price target for Alibaba (NYSE:BABA) shares to $85 from $80 in a note Monday, maintaining an Equal-Weight rating on the stock. The bank said it sees the company reporting \"another painful transitional quarter.\"Previewing the Chinese e-commerce giant's 3QF24, analysts forecast total revenue of RMB260bn, up 5% YoY and 16% QoQ. They see non-GAAP EBITA coming in at RMB52.1bn, flattish YoY, and up 22% QoQ with non-GAAP EBITA margin at 20% for fiscal 3Q.\"We think the group's focus on price competitiveness and everyday low-price strategy will have made an initial positive impact on GMV for the quarter, leading to a narrowing growth gap vs. the industry. We forecast low-single-digit GMV growth for fiscal 3Q vs. 6.4% yoy growth in industry online retail sales of goods for October-November 2023, according to NBS,\" analysts said.\"However, on monetization, we expect Customer Management Revenue (CMR) to grow more slowly than GMV for the quarter, at 0-1%. 1) Increased engagement of Taobao merchants (owing to low price strategy) is likely to increase Taobao GMV in the mix vs. Tmall, constraining take rate. 2) Commission revenues continued to decline. Overall, we forecast Taobao Tmall Group revenue and adjusted EBITA to grow 1.4% yoy and 0-1% in F3Q,\" they added.Morgan Stanley believes the BABA business transformation is likely to take time, although they feel that more robust capital management could be an upside catalyst.","news_type":1},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260808205570064,"gmtCreate":1704684390994,"gmtModify":1704684394903,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","listText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","text":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260808205570064","repostId":"2401537231","repostType":2,"repost":{"id":"2401537231","kind":"highlight","pubTimestamp":1704597178,"share":"https://ttm.financial/m/news/2401537231?lang=&edition=fundamental","pubTime":"2024-01-07 11:12","market":"hk","language":"en","title":"Best Stock to Buy: Apple vs. Alibaba","url":"https://stock-news.laohu8.com/highlight/detail?id=2401537231","media":"Motley Fool","summary":"Which of these blue-chip tech stalwarts is the better investment right now?","content":"<html><head></head><body><ul style=\"\"><li><p>Apple’s stock is being held back by near-term concerns about the iPhone.</p></li><li><p>Alibaba faces tough macro, competitive, and regulatory challenges.</p></li><li><p>The cheaper stock might not be a screaming bargain yet.</p></li></ul><p><strong>Apple</strong> and <strong>Alibaba</strong> are both often considered stable blue-chip plays for long-term investors. Apple&#39;s iPhone dominates the premium smartphone market, and its other hardware devices and sticky software services continuously lock in its customers. Alibaba is China&#39;s largest e-commerce and cloud company, and it also owns one of the country&#39;s largest streaming video platforms.</p><p>But over the past six months, Apple&#39;s stock dipped 4% as Alibaba&#39;s stock dropped 9%. Let&#39;s see why these two stalwarts floundered, and if either stock is worth buying right now.</p><h2 id=\"id_2509247738\">What happened to Apple?</h2><p>Apple is still overwhelmingly dependent on the iPhone, which accounted for 52% of its revenue in fiscal 2023 (which ended last September). Its iPhone sales declined 2% during the year as the 5G upgrade cycle ended, and that slowdown was exacerbated by its plunging sales of Macs in a post-pandemic market and tough currency headwinds.</p><p>As a result, Apple&#39;s revenue dipped 3% as its earnings per share (EPS) stayed nearly flat. It tread water by repurchasing $77.6 billion in shares throughout the year, but analysts expect the market&#39;s demand for its iPhones to remain tepid this year. Analysts expect its revenue and earnings to rise 4% and 8%, respectively, in fiscal 2024, but those growth rates are arguably low for a stock that trades at 28 times forward earnings.</p><p>On the bright side, Apple still ended the year with over $162 billion in cash and marketable securities, which gives it plenty of room to expand through new investments and acquisitions. It also exceeded a billion paid subscriptions across all of its services, which was nearly double the number it had just three years ago.</p><p>That expanding ecosystem should lock in its customers. Its planned launch of the Vision Pro headset this year could also diversify its hardware business and give it a foothold in the nascent augmented reality (AR) and virtual reality (VR) markets.</p><p>Apple still has a lot of irons in the fire, but its lack of visible near-term catalysts and stretched valuations seem to be weighing down its stock. Nevertheless, Warren Buffett is still committed to keeping nearly half of <strong>Berkshire Hathaway</strong>&#39;s portfolio in Apple -- so it might still be a long-term winner.</p><h2 id=\"id_1304241237\">What happened to Alibaba?</h2><p>Buffett&#39;s longtime business partner, the late Charlie Munger, invested heavily in Alibaba through the <strong>Daily Journal</strong> in 2021. However, Munger eventually reduced that stake, and called it one of the &#34;worst mistakes&#34; of his career. Munger, like many other value-seeking investors, was initially drawn to Alibaba&#39;s low valuations. Unfortunately, Alibaba&#39;s stock became dirt cheap for three obvious reasons.</p><p>First, China&#39;s antitrust regulators hit Alibaba with a record fine of $2.8 billion in September 2021 and forced it to end its exclusive deals with merchants, ease off its aggressive promotions, and request government approvals for its future acquisitions. Those new restrictions eroded Alibaba&#39;s defenses against <strong>JD.com</strong>, <strong>PDD Holdings</strong>, and other formidable e-commerce competitors.</p><p>Second, China&#39;s economy cooled off as the macro headwinds intensified. That slowdown was exacerbated by the country&#39;s draconian COVID-19 lockdowns throughout 2021 and 2022.</p><p>Lastly, the macro headwinds throttled the growth of its cloud business as companies reined in their software spending. That&#39;s why Alibaba&#39;s revenue rose a mere 2% in fiscal 2023 (which ended last March) as its adjusted earnings per ADS grew 4%.</p><p>But looking ahead, analysts expect Alibaba&#39;s revenue and adjusted earnings to grow 11% and 22%, respectively, in fiscal 2024 as China&#39;s macro environment stabilizes. However, the recent departure of its longtime CEO, its confusing restructuring plans (which <em>might</em> lead to spin-offs and IPOs for its individual business units), and intense competition from PDD in China suggest its high-growth days are over. On the other hand, Alibaba still repurchased $15.7 billion in ADR shares throughout fiscal 2023 and the first half of fiscal 2024, and its low forward P/E multiple of 8 might just set a floor under its stock.</p><h2 id=\"id_152198050\">The better buy: Apple</h2><p>Alibaba looks cheap relative to its growth potential, but its future is still murky and the delisting threats for U.S.-listed Chinese stocks could depress its valuations for the foreseeable future. The tightening restrictions for AI chip sales to China could also disrupt the expansion of its cloud infrastructure platform.</p><p>Apple&#39;s stock might remain out of favor in this tough market, but its stable growth, expanding ecosystem, and massive war chest arguably make it a better buy than Alibaba, which still needs to overcome some tough macro, competitive, and regulatory challenges before it can be considered an undervalued growth stock again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Best Stock to Buy: Apple vs. Alibaba</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\">\nBest Stock to Buy: Apple vs. Alibaba\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-07 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","AAPL":"苹果","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","09988":"阿里巴巴-W","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4526":"热门中概股","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4535":"淡马锡持仓","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BABA":"阿里巴巴","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4213":"石油与天然气的勘探与生产","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4524":"宅经济概念"},"source_url":"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2401537231","content_text":"Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple and Alibaba are both often considered stable blue-chip plays for long-term investors. Apple's iPhone dominates the premium smartphone market, and its other hardware devices and sticky software services continuously lock in its customers. Alibaba is China's largest e-commerce and cloud company, and it also owns one of the country's largest streaming video platforms.But over the past six months, Apple's stock dipped 4% as Alibaba's stock dropped 9%. Let's see why these two stalwarts floundered, and if either stock is worth buying right now.What happened to Apple?Apple is still overwhelmingly dependent on the iPhone, which accounted for 52% of its revenue in fiscal 2023 (which ended last September). Its iPhone sales declined 2% during the year as the 5G upgrade cycle ended, and that slowdown was exacerbated by its plunging sales of Macs in a post-pandemic market and tough currency headwinds.As a result, Apple's revenue dipped 3% as its earnings per share (EPS) stayed nearly flat. It tread water by repurchasing $77.6 billion in shares throughout the year, but analysts expect the market's demand for its iPhones to remain tepid this year. Analysts expect its revenue and earnings to rise 4% and 8%, respectively, in fiscal 2024, but those growth rates are arguably low for a stock that trades at 28 times forward earnings.On the bright side, Apple still ended the year with over $162 billion in cash and marketable securities, which gives it plenty of room to expand through new investments and acquisitions. It also exceeded a billion paid subscriptions across all of its services, which was nearly double the number it had just three years ago.That expanding ecosystem should lock in its customers. Its planned launch of the Vision Pro headset this year could also diversify its hardware business and give it a foothold in the nascent augmented reality (AR) and virtual reality (VR) markets.Apple still has a lot of irons in the fire, but its lack of visible near-term catalysts and stretched valuations seem to be weighing down its stock. Nevertheless, Warren Buffett is still committed to keeping nearly half of Berkshire Hathaway's portfolio in Apple -- so it might still be a long-term winner.What happened to Alibaba?Buffett's longtime business partner, the late Charlie Munger, invested heavily in Alibaba through the Daily Journal in 2021. However, Munger eventually reduced that stake, and called it one of the \"worst mistakes\" of his career. Munger, like many other value-seeking investors, was initially drawn to Alibaba's low valuations. Unfortunately, Alibaba's stock became dirt cheap for three obvious reasons.First, China's antitrust regulators hit Alibaba with a record fine of $2.8 billion in September 2021 and forced it to end its exclusive deals with merchants, ease off its aggressive promotions, and request government approvals for its future acquisitions. Those new restrictions eroded Alibaba's defenses against JD.com, PDD Holdings, and other formidable e-commerce competitors.Second, China's economy cooled off as the macro headwinds intensified. That slowdown was exacerbated by the country's draconian COVID-19 lockdowns throughout 2021 and 2022.Lastly, the macro headwinds throttled the growth of its cloud business as companies reined in their software spending. That's why Alibaba's revenue rose a mere 2% in fiscal 2023 (which ended last March) as its adjusted earnings per ADS grew 4%.But looking ahead, analysts expect Alibaba's revenue and adjusted earnings to grow 11% and 22%, respectively, in fiscal 2024 as China's macro environment stabilizes. However, the recent departure of its longtime CEO, its confusing restructuring plans (which might lead to spin-offs and IPOs for its individual business units), and intense competition from PDD in China suggest its high-growth days are over. On the other hand, Alibaba still repurchased $15.7 billion in ADR shares throughout fiscal 2023 and the first half of fiscal 2024, and its low forward P/E multiple of 8 might just set a floor under its stock.The better buy: AppleAlibaba looks cheap relative to its growth potential, but its future is still murky and the delisting threats for U.S.-listed Chinese stocks could depress its valuations for the foreseeable future. The tightening restrictions for AI chip sales to China could also disrupt the expansion of its cloud infrastructure platform.Apple's stock might remain out of favor in this tough market, but its stable growth, expanding ecosystem, and massive war chest arguably make it a better buy than Alibaba, which still needs to overcome some tough macro, competitive, and regulatory challenges before it can be considered an undervalued growth stock again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249959054823712,"gmtCreate":1702044114346,"gmtModify":1702044118835,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249959054823712","repostId":"1123852889","repostType":2,"repost":{"id":"1123852889","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1702042243,"share":"https://ttm.financial/m/news/1123852889?lang=&edition=fundamental","pubTime":"2023-12-08 21:30","market":"us","language":"en","title":"US Job Growth Accelerates in November; Unemployment Rate Drops to 3.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123852889","media":"Reuters","summary":"US Nonfarm Payrolls Actual 199k (Forecast 183k, Previous 150k)US Average Earnings YoY Actual 4.0% (Forecast 4%, Previous 4.1% ,Revision 4.0%)","content":"<html><head></head><body><p style=\"text-align: start;\">WASHINGTON, Dec 7 (Reuters) - U.S. job growth accelerated in November and the unemployment rate dropped to 3.7% even as more people entered the labor force, pointing to underlying strength in the labor market.</p><p style=\"text-align: start;\">Nonfarm payrolls increased by 199,000 jobs last month, the Labor Department&#39;s Bureau of Labor Statistics (BLS) said in its closely watched employment report on Friday. Employment was in part boosted by the return of automobile workers and actors after strikes.</p><p>Data for October was unrevised to show 150,000 jobs added.</p><p style=\"text-align: start;\">Economists polled by Reuters had forecast 180,000 jobs created. About 25,300 members of the United Auto Workers (UAW) union ended their work stoppages against Detroit&#39;s &#34;Big Three&#34; car makers on Oct. 31, the BLS strike report showed, while 16,000 members of the SAG-AFTRA actors union returned to work.</p><p style=\"text-align: start;\">The employment report suggested that financial market expectations that the Federal Reserve could pivot to cutting rates as soon as the first quarter of 2024 were premature.</p><p>The U.S. central bank is expected to keep rates unchanged next Wednesday. It has raised its policy rate by 525 basis points to the current 5.25%-5.50% range, since March 2022.</p><p style=\"text-align: start;\">Employment gains are well above the 100,000 jobs per month needed to keep up with growth in the working age population.</p><p style=\"text-align: start;\">The unemployment rate dropped to 3.7% from nearly a two-year high of 3.9% in October. It had risen from a 53-year low of 3.4% in April. The increase, however, was driven by a rise in labor supply rather than companies laying off workers.</p><p>Average hourly earnings increased 0.4% after gaining 0.2% in October. That kept the annual increase in wages at 4.0% in November.</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>US Job Growth Accelerates in November; Unemployment Rate Drops to 3.7%</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\">\nUS Job Growth Accelerates in November; Unemployment Rate Drops to 3.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-12-08 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">WASHINGTON, Dec 7 (Reuters) - U.S. job growth accelerated in November and the unemployment rate dropped to 3.7% even as more people entered the labor force, pointing to underlying strength in the labor market.</p><p style=\"text-align: start;\">Nonfarm payrolls increased by 199,000 jobs last month, the Labor Department&#39;s Bureau of Labor Statistics (BLS) said in its closely watched employment report on Friday. Employment was in part boosted by the return of automobile workers and actors after strikes.</p><p>Data for October was unrevised to show 150,000 jobs added.</p><p style=\"text-align: start;\">Economists polled by Reuters had forecast 180,000 jobs created. About 25,300 members of the United Auto Workers (UAW) union ended their work stoppages against Detroit&#39;s &#34;Big Three&#34; car makers on Oct. 31, the BLS strike report showed, while 16,000 members of the SAG-AFTRA actors union returned to work.</p><p style=\"text-align: start;\">The employment report suggested that financial market expectations that the Federal Reserve could pivot to cutting rates as soon as the first quarter of 2024 were premature.</p><p>The U.S. central bank is expected to keep rates unchanged next Wednesday. It has raised its policy rate by 525 basis points to the current 5.25%-5.50% range, since March 2022.</p><p style=\"text-align: start;\">Employment gains are well above the 100,000 jobs per month needed to keep up with growth in the working age population.</p><p style=\"text-align: start;\">The unemployment rate dropped to 3.7% from nearly a two-year high of 3.9% in October. It had risen from a 53-year low of 3.4% in April. The increase, however, was driven by a rise in labor supply rather than companies laying off workers.</p><p>Average hourly earnings increased 0.4% after gaining 0.2% in October. That kept the annual increase in wages at 4.0% in November.</p></body></html>\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"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123852889","content_text":"WASHINGTON, Dec 7 (Reuters) - U.S. job growth accelerated in November and the unemployment rate dropped to 3.7% even as more people entered the labor force, pointing to underlying strength in the labor market.Nonfarm payrolls increased by 199,000 jobs last month, the Labor Department's Bureau of Labor Statistics (BLS) said in its closely watched employment report on Friday. Employment was in part boosted by the return of automobile workers and actors after strikes.Data for October was unrevised to show 150,000 jobs added.Economists polled by Reuters had forecast 180,000 jobs created. About 25,300 members of the United Auto Workers (UAW) union ended their work stoppages against Detroit's \"Big Three\" car makers on Oct. 31, the BLS strike report showed, while 16,000 members of the SAG-AFTRA actors union returned to work.The employment report suggested that financial market expectations that the Federal Reserve could pivot to cutting rates as soon as the first quarter of 2024 were premature.The U.S. central bank is expected to keep rates unchanged next Wednesday. It has raised its policy rate by 525 basis points to the current 5.25%-5.50% range, since March 2022.Employment gains are well above the 100,000 jobs per month needed to keep up with growth in the working age population.The unemployment rate dropped to 3.7% from nearly a two-year high of 3.9% in October. It had risen from a 53-year low of 3.4% in April. The increase, however, was driven by a rise in labor supply rather than companies laying off workers.Average hourly earnings increased 0.4% after gaining 0.2% in October. That kept the annual increase in wages at 4.0% in November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242590126743712,"gmtCreate":1700263232705,"gmtModify":1700263235629,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount&nbsp;price.&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount&nbsp;price.&nbsp;","text":"$Alibaba(BABA)$ Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242590126743712","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242466299605008,"gmtCreate":1700232880855,"gmtModify":1700232883592,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it does not. They sold at 87","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it does not. They sold at 87","text":"$Alibaba(BABA)$ it does not. They sold at 87","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242466299605008","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9970431527,"gmtCreate":1684801406769,"gmtModify":1684801409825,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PSFE\">$Paysafe Ltd(PSFE)$&nbsp;</a>When will it back to the past!?","listText":"<a href=\"https://ttm.financial/S/PSFE\">$Paysafe Ltd(PSFE)$&nbsp;</a>When will it back to the past!?","text":"$Paysafe Ltd(PSFE)$ When will it back to the past!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9970431527","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296413723672872,"gmtCreate":1713404237012,"gmtModify":1713404240445,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","text":"$Alibaba(09988)$ Wyckoff logic. Baba is almost at the end of accumulation and starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296413723672872","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242233536807048,"gmtCreate":1700176069940,"gmtModify":1700176074203,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Good to buy","listText":"Good to buy","text":"Good to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242233536807048","repostId":"1189081525","repostType":2,"repost":{"id":"1189081525","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":1700146863,"share":"https://ttm.financial/m/news/1189081525?lang=&edition=fundamental","pubTime":"2023-11-16 23:01","market":"hk","language":"en","title":"Alibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff","url":"https://stock-news.laohu8.com/highlight/detail?id=1189081525","media":"Tiger Newspress","summary":"Alibaba : Q2 Non-GAAP EPADS of $2.14 beats by $0.05. Revenue of $30.81B  misses by $230M.Alibaba shares slumped 5% after posting financial results.Net cash provided by operating activities was $6,748 million, an increase of 4% compared to the same quarter of 2022. Free cash flow, a non-GAAP measurement of liquidity, was $6,198 million, an increase of 27% compared to the same quarter of 2022.“Under our capital management plan, we are prioritizing investment in technology and innovations for our b","content":"<html><head></head><body><p>U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.</p><p style=\"text-align: start;\">The company’s stock was down 8% in morning trading following the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a6ee8553f2879ab9009f6ae63902dfb\" tg-width=\"812\" tg-height=\"836\"/></p><p style=\"text-align: start;\">In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.</p><p>Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.</p><p>On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”</p><p>“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”</p><p>Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.</p><p>The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.</p><p>Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”</p><p>The company still intends to list its Cainiao smart logistics division in Hong Kong.</p><p>The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.</p><p>Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.</p><p>Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.</p><p>Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.</p><p>“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”</p><p>He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”</p><p>“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”</p><p>Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.</p><p>The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”</p><p>Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.</p><h2 id=\"id_194980234\" style=\"text-align: start;\">First-ever dividend payout</h2><p>The company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.</p><p>In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.</p><p>The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.</p><p>“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.</p><p>On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.</p><p>He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff</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\">\nAlibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff\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\">2023-11-16 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.</p><p style=\"text-align: start;\">The company’s stock was down 8% in morning trading following the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a6ee8553f2879ab9009f6ae63902dfb\" tg-width=\"812\" tg-height=\"836\"/></p><p style=\"text-align: start;\">In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.</p><p>Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.</p><p>On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”</p><p>“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”</p><p>Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.</p><p>The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.</p><p>Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”</p><p>The company still intends to list its Cainiao smart logistics division in Hong Kong.</p><p>The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.</p><p>Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.</p><p>Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.</p><p>Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.</p><p>“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”</p><p>He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”</p><p>“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”</p><p>Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.</p><p>The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”</p><p>Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.</p><h2 id=\"id_194980234\" style=\"text-align: start;\">First-ever dividend payout</h2><p>The company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.</p><p>In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.</p><p>The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.</p><p>“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.</p><p>On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.</p><p>He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189081525","content_text":"U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.The company’s stock was down 8% in morning trading following the news.In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”The company still intends to list its Cainiao smart logistics division in Hong Kong.The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.First-ever dividend payoutThe company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260808205570064,"gmtCreate":1704684390994,"gmtModify":1704684394903,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","listText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","text":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260808205570064","repostId":"2401537231","repostType":2,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242466299605008,"gmtCreate":1700232880855,"gmtModify":1700232883592,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it does not. They sold at 87","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it does not. They sold at 87","text":"$Alibaba(BABA)$ it does not. They sold at 87","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242466299605008","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242590126743712,"gmtCreate":1700263232705,"gmtModify":1700263235629,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount&nbsp;price.&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount&nbsp;price.&nbsp;","text":"$Alibaba(BABA)$ Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242590126743712","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098990223,"gmtCreate":1643987803340,"gmtModify":1676533879248,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>alibaba tell us&nbsp;that the earning report is&nbsp;super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>alibaba tell us&nbsp;that the earning report is&nbsp;super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares","text":"$Alibaba(BABA)$alibaba tell us that the earning report is super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098990223","isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106828680803150","authorId":"4106828680803150","name":"TxChris","avatar":"https://community-static.tradeup.com/news/cbe8203471c7ad69a8748a4078a43cf8","crmLevel":5,"crmLevelSwitch":1,"idStr":"4106828680803150","authorIdStr":"4106828680803150"},"content":"Softbank may sell these ADS.","text":"Softbank may sell these ADS.","html":"Softbank may sell these ADS."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399442207862920,"gmtCreate":1738545550434,"gmtModify":1738545554512,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"🐋 paid for his writing. 🐋 need good reasons for selling any stock 🐋 want","listText":"🐋 paid for his writing. 🐋 need good reasons for selling any stock 🐋 want","text":"🐋 paid for his writing. 🐋 need good reasons for selling any stock 🐋 want","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399442207862920","repostId":"2508918158","repostType":2,"repost":{"id":"2508918158","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":1738542000,"share":"https://ttm.financial/m/news/2508918158?lang=&edition=fundamental","pubTime":"2025-02-03 08:20","market":"us","language":"en","title":"The Blogger Who Helped Spark Nvidia’s $600 Billion Stock Collapse and a Panic in Silicon Valley","url":"https://stock-news.laohu8.com/highlight/detail?id=2508918158","media":"Dow Jones","summary":"Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspecti","content":"<html><head></head><body><p>Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e96867b1e4f3cf79161a2c8438cfe13\" alt=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" title=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" tg-width=\"923\" tg-height=\"639\"/><span>Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.</span></p><p>Last Friday afternoon, Jeffrey Emanuel sat down in his Brooklyn apartment and started writing a blog post. For hours, he pounded away on his keyboard while his wife kept their young children occupied and brought him food. Emanuel worked late into the night, and by early Saturday morning he had written nearly 12,000 words.</p><p style=\"text-align: start;\">Emanuel’s manifesto made the case for shorting the hottest company in the stock market, Nvidia Corp., due to a number of shifting tides in the artificial-intelligence world, including the emergence of a China-based company called DeepSeek. He published his thesis on his personal blog and then shared it with theValue Investors Club websiteand across Reddit, X and other platforms. When he checked his blog’s analytics later on Saturday morning, Emanuel saw that 35 people were reading the post. Not bad traffic for a personal blog built into the website of his YouTube transcription-service side project, he thought. </p><p>But then the post started to go viral.</p><p>By Saturday night, Emanuel could see that 1,500 people across the world were reading his blog post at a given moment. Well-known venture capitalist Chamath Palihapitiya shared Emanuel’s post on Nvidia’s short case with his 1.8 million X followers. Successful early stage investor Naval Ravikant shared the post with his 2.6 million followers. Jared Friedman, a partner at venture-capital firm Y Combinator, referred to it in a post that was reposted by the official Y Combinator account. Morgan Brown, a vice president of product and growth at Dropbox, pointed to it in a thread that was viewed over 13 million times. Emanuel’s own X post got nearly half a million views. He also quickly gained about 13,000 followers on the platform, going from about 2,000 to more than 15,000 followers.</p><p>In an interview with MarketWatch, Emanuel said that at one point the traffic crashed his website, so people started sharing an archive link, which his website-analytics tool couldn’t track.</p><p>But one thing it did pick up was that by the end of the night, the city with the most concurrent readers was San Jose, Calif. — near where Nvidia’s corporate headquarters is located.</p><p style=\"text-align: start;\">Emanuel’s argument shook Silicon Valley not because he claimed that the big U.S. technology companies were misleading or deceitful. His main point was simply that they were nowhere near as smart and efficient as Wall Street was touting them as. The big tech companies had built and trained their artificial-intelligence breakthroughs using tremendous amounts of data and advanced computing resources that required them to pay for Nvidia’s data-center hardware, which is sold at very high gross margins. Emanuel pointed out that a China-based company, DeepSeek, had recently launched its own top-notch AI product using fewer expensive chips. In other words, DeepSeek had achieved what the big AI companies had, but with far less money. What countless Wall Street firms and investment analysts had seemingly missed was being pointed out by some guy in his apartment.</p><p style=\"text-align: start;\">Then on Monday things got real. Nvidia’s stock plummeted about 12.5% at market open and continued falling from there. By the end of the day, the slide had wiped out nearly $600 billion from Nvidia’s market capitalization — the largest single-day market-cap drop to date for any company.</p><p style=\"text-align: start;\">Matt Levine, the prominent Bloomberg News financial columnist, noted the online chatter that claimed Emanuel’s post “was an important catalyst” for the stock-market selloff and said it was a “candidate for the most impactful short research report ever.” </p><p style=\"text-align: start;\">Emanuel spent the rest of the week booked solid as hedge funds paid him $1,000 per hour to speak on the phone and give his take on Nvidia and AI. </p><p>“I’m so exhausted, I’m losing my voice practically,” said Emanuel. “It’s been the most surreal experience of my life.”</p><h3 id=\"id_161376724\" style=\"text-align: start;\">Contrarian call</h3><p style=\"text-align: start;\">As Emanuel noted in his blog post, “The Short Case for Nvidia Stock,” he has professional experience working in financial markets. A native of New Rochelle, N.Y., Emanuel studied math at Reed College in Portland, Ore., before heading to Wall Street, where he worked at several investment funds, including as an analyst at Millennium Management and Balyasny Asset Management, two of the biggest multimanager hedge funds. </p><p style=\"text-align: start;\">But Emanuel, 42, also told MarketWatch that he’s been obsessed with neural networks since 1998 and was an early adopter of both crypto and AI. In 2021, Emanuel ditched Wall Street and started Pastel Networks, a blockchain company that provides decentralized storage, AI solutions and other services for Web3 developers. But he continued to carefully follow developments in Silicon Valley and the stock market. This experience in both the investing and the tech worlds led him to conclude that Nvidia is overvalued.</p><p style=\"text-align: start;\">Last Friday he was chatting with a friend who works at a hedge fund about why he thought Nvidia’s days of outperformance were numbered. This was a few days after DeepSeek released its R1 model and nobody on Wall Street seemed to notice. </p><p style=\"text-align: start;\">“Every single bank has a super-bullish buy rating on Nvidia. It’s like the blind leading the blind — they have absolutely no idea what they’re talking about,” Emanuel told MarketWatch. “All of their arguments have become totally divorced from reality.”</p><p style=\"text-align: start;\">MarketWatch checked this claim and found that 61 out of 67 analysts rated Nvidia as a buy as of the morning of Jan. 31. Six analysts, including one from Deutsche Bank, gave the stock a hold rating. None gave it a sell rating.</p><p style=\"text-align: start;\">“They try to defend their arguments by saying, ‘Well, we talk to industry experts.’ But that’s like asking the barber if you need a haircut,” Emanuel said.</p><p style=\"text-align: start;\">Emanuel’s argument ran counter to the bullish Wall Street sentiment that has surrounded Nvidia during its epic run. Nvidia has helped drive the entire U.S. stock market over the past year. In 2024, it became the largest U.S. company by market cap and one of the most actively traded stocks by retail investors, and its 171.2% gain helped lift the S&amp;P 500 by 23.3% last year.</p><p style=\"text-align: start;\">Throughout this time, Nvidia investors were pricing in that it would be one of the — if not the single — main beneficiary of the AI craze. The market saw big tech companies like Microsoft, Meta and Google parent Alphabet spending hundreds of billions of dollarsto gobble up Nvidia’s hardware to build their AI data centers, and it expected that money to keep flowing as long as Nvidia’s GPUs were better than the competition’s.</p><h3 id=\"id_2797493039\" style=\"text-align: start;\">The short case</h3><p style=\"text-align: start;\">The gist of Emanuel’s argument is as follows:</p><p style=\"text-align: start;\">Some of the most influential tech companies have determined that deep learning and AI are the biggest technological advances since the advent of the internet. In order to integrate that technology into their businesses, those companies have to build and train their AI, which takes a lot of data and computing resources. Nvidia sells the key hardware these companies need, and the margins on its most sophisticated chips are enormous. </p><p style=\"text-align: start;\">But a few things are changing that are proving this might not be sustainable, Emanuel says. </p><p style=\"text-align: start;\">For one, AI companies have been using scaling laws that essentially say the more data that is used to train an AI model, the better it gets. But Emanuel wrote that the industry may be running low on quality data to train that AI — that is, a potential “data wall” is looming that could slow down AI scaling and reduce some of that need for training resources.</p><p style=\"text-align: start;\">Emanuel also posed the question of what happens to the training hardware after the AI is trained. GPUs are constantly getting exponentially better, so after a few years, companies might not want to use old hardware anymore. This puts them on a cycle where they’re always spending more to get the best hardware. But eventually, those companies are going to want to see a return on their hefty investment.</p><p style=\"text-align: start;\">Some of these companies, like Alphabet, have also been investing in building out their own semiconductor chips. For a while, Nvidia’s hardware has been the best for training AI, but that might not be the case forever as more companies, such as Cerebras, build better hardware. And other GPU makers like Advanced Micro Devices are updating their drivers software to be more competitive with Nvidia.</p><p style=\"text-align: start;\">On top of that, some new AI models are proving to be much more resource-efficient. This is where all the drama with DeepSeek comes in. DeepSeek launched its own AI that’s on par with the likes of OpenAI’s ChatGPT, but the real kicker was that it said it trained its AI in less time using fewer chips.</p><p>Add all these things together — unsustainable spending and data-center building, less training data to work with, better competing hardware and more efficient AI — and you get a future where it’s harder to imagine Nvidia’s customers spending as much as they currently are on Nvidia hardware.</p><p style=\"text-align: start;\">“By the time I finished writing the article, I said, ‘I’m convinced,’” Emanuel told MarketWatch. “It was when I realized that every one of their big hyperscaler customers was literally making their own competitive silicon, all made by [Taiwan Semiconductor], and that was already coming out and was imminently going to hit the market. I was thinking, ‘Do people realize this?’ Because I don’t think they do.”</p><p style=\"text-align: start;\">If training and integrating AI becomes significantly cheaper, why would these big tech companies keep spending obscenely large sums of money?</p><p style=\"text-align: start;\">For Emanuel, this called into question why Nvidia was trading at such a high price-to-earnings ratio.</p><p style=\"text-align: start;\">“If you know that a company will only earn supersized returns for a couple years, you don’t apply a multiple. You certainly don’t put a 30-times multiple,” Emanuel told MarketWatch.</p><p style=\"text-align: start;\">For its part, Nvidia called DeepSeek “an excellent AI advancement and a perfect example of Test Time Scaling” but added that the process of using a trained model to make predictions on new data, or inference, “requires significant numbers of Nvidia GPUs and high-performance networking.”</p><h3 id=\"id_4157639254\" style=\"text-align: start;\">The aftermath</h3><p style=\"text-align: start;\">Emanuel’s call on Nvidia turned out to be prescient. But DeepSeek isn’t exactly new. The startup is open-source and has been publishing technical papers out in the open for the past few months. It announced DeepSeek-V3 at the end of December and then announced DeepSeek-R1 on Jan. 20. The $5.6 million training-cost statistic that many investors cited for sparking the DeepSeek market panic was actually revealed in the V3 technical paper published on Dec. 26.</p><p style=\"text-align: start;\">So knowledge about DeepSeek had already been floating around for a few weeks before the market selloff. Meta Chief Executive Mark Zuckerberg gave DeepSeek a shout-out on the Joe Rogan podcast on Jan. 10, and Scale AI chief executive Alexandr Wang talked about DeepSeek and competitive Chinese AI companies on Jan. 23. Nvidia ended that week higher.</p><p style=\"text-align: start;\">So what was the catalyst that caused Nvidia to crash on Monday? Emanuel has another theory that could help explain it.</p><p style=\"text-align: start;\">He pointed to the fact that so many people in San Jose were reading his blog post. He theorized that many of them were Nvidia employees with thousands — or even millions — of dollars worth of Nvidia stock tied up in employee stock options. With that much money in a single asset, Emanuel speculated that many were already debating whether to hold the stock or sell it to lock in profits. He believes his blog post helped convince some of them to sell.</p><p style=\"text-align: start;\">“A lot of the sell pressure you saw on Monday morning wasn’t necessarily what you might think. I believe a fair amount of that was from shares that had never been active because they had been sitting in workplace.schwab.com accounts — [restricted stock units] that employees got in some cases back in 2003 for nothing,” Emanuel told MarketWatch. “That makes a big difference because everything’s on the margin, and shares that have never moved.”</p><p style=\"text-align: start;\">It may be hard to prove for certain that Emanuel’s post influenced Nvidia employees to sell, but the fact that it went viral on X among the Silicon Valley tech community, and that so many readers were based in San Jose, makes his case plausible.</p><p style=\"text-align: start;\">Emanuel also told MarketWatch that he had been flooded with meeting requests from people at different hedge funds who read his post and wanted to talk to him about AI. That showed that people on Wall Street were paying attention to his blog post and may have placed trades on Monday based on the information he presented.</p><p style=\"text-align: start;\">Those Wall Street firms were also happy to pay top dollar to book Emanuel as a consultant, showing that they took his ideas seriously. Emanuel had done some contract work as an investment analyst on the side in the past, but he raised his hourly rate to $500 after the blog post went viral. When his calendar started filling up, he doubled it to $1,000.</p><p style=\"text-align: start;\">Although Emanuel has been collecting contracting fees because of his bearish call on Nvidia, he said he never actually held a short position on the stock.</p><p style=\"text-align: start;\">“I’m just writing out of intellectual curiosity, not to make money directly,” he told MarketWatch. “I didn’t come in with an agenda and try to prove a conclusion. I’m the most bullish on AI.”</p><p style=\"text-align: start;\">And while the points Emanuel laid out in his blog post might be bearish for Nvidia, he still thinks they paint a positive future for AI.</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>The Blogger Who Helped Spark Nvidia’s $600 Billion Stock Collapse and a Panic in Silicon Valley </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\">\nThe Blogger Who Helped Spark Nvidia’s $600 Billion Stock Collapse and a Panic in Silicon Valley \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\">2025-02-03 08:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e96867b1e4f3cf79161a2c8438cfe13\" alt=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" title=\"Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.\" tg-width=\"923\" tg-height=\"639\"/><span>Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.</span></p><p>Last Friday afternoon, Jeffrey Emanuel sat down in his Brooklyn apartment and started writing a blog post. For hours, he pounded away on his keyboard while his wife kept their young children occupied and brought him food. Emanuel worked late into the night, and by early Saturday morning he had written nearly 12,000 words.</p><p style=\"text-align: start;\">Emanuel’s manifesto made the case for shorting the hottest company in the stock market, Nvidia Corp., due to a number of shifting tides in the artificial-intelligence world, including the emergence of a China-based company called DeepSeek. He published his thesis on his personal blog and then shared it with theValue Investors Club websiteand across Reddit, X and other platforms. When he checked his blog’s analytics later on Saturday morning, Emanuel saw that 35 people were reading the post. Not bad traffic for a personal blog built into the website of his YouTube transcription-service side project, he thought. </p><p>But then the post started to go viral.</p><p>By Saturday night, Emanuel could see that 1,500 people across the world were reading his blog post at a given moment. Well-known venture capitalist Chamath Palihapitiya shared Emanuel’s post on Nvidia’s short case with his 1.8 million X followers. Successful early stage investor Naval Ravikant shared the post with his 2.6 million followers. Jared Friedman, a partner at venture-capital firm Y Combinator, referred to it in a post that was reposted by the official Y Combinator account. Morgan Brown, a vice president of product and growth at Dropbox, pointed to it in a thread that was viewed over 13 million times. Emanuel’s own X post got nearly half a million views. He also quickly gained about 13,000 followers on the platform, going from about 2,000 to more than 15,000 followers.</p><p>In an interview with MarketWatch, Emanuel said that at one point the traffic crashed his website, so people started sharing an archive link, which his website-analytics tool couldn’t track.</p><p>But one thing it did pick up was that by the end of the night, the city with the most concurrent readers was San Jose, Calif. — near where Nvidia’s corporate headquarters is located.</p><p style=\"text-align: start;\">Emanuel’s argument shook Silicon Valley not because he claimed that the big U.S. technology companies were misleading or deceitful. His main point was simply that they were nowhere near as smart and efficient as Wall Street was touting them as. The big tech companies had built and trained their artificial-intelligence breakthroughs using tremendous amounts of data and advanced computing resources that required them to pay for Nvidia’s data-center hardware, which is sold at very high gross margins. Emanuel pointed out that a China-based company, DeepSeek, had recently launched its own top-notch AI product using fewer expensive chips. In other words, DeepSeek had achieved what the big AI companies had, but with far less money. What countless Wall Street firms and investment analysts had seemingly missed was being pointed out by some guy in his apartment.</p><p style=\"text-align: start;\">Then on Monday things got real. Nvidia’s stock plummeted about 12.5% at market open and continued falling from there. By the end of the day, the slide had wiped out nearly $600 billion from Nvidia’s market capitalization — the largest single-day market-cap drop to date for any company.</p><p style=\"text-align: start;\">Matt Levine, the prominent Bloomberg News financial columnist, noted the online chatter that claimed Emanuel’s post “was an important catalyst” for the stock-market selloff and said it was a “candidate for the most impactful short research report ever.” </p><p style=\"text-align: start;\">Emanuel spent the rest of the week booked solid as hedge funds paid him $1,000 per hour to speak on the phone and give his take on Nvidia and AI. </p><p>“I’m so exhausted, I’m losing my voice practically,” said Emanuel. “It’s been the most surreal experience of my life.”</p><h3 id=\"id_161376724\" style=\"text-align: start;\">Contrarian call</h3><p style=\"text-align: start;\">As Emanuel noted in his blog post, “The Short Case for Nvidia Stock,” he has professional experience working in financial markets. A native of New Rochelle, N.Y., Emanuel studied math at Reed College in Portland, Ore., before heading to Wall Street, where he worked at several investment funds, including as an analyst at Millennium Management and Balyasny Asset Management, two of the biggest multimanager hedge funds. </p><p style=\"text-align: start;\">But Emanuel, 42, also told MarketWatch that he’s been obsessed with neural networks since 1998 and was an early adopter of both crypto and AI. In 2021, Emanuel ditched Wall Street and started Pastel Networks, a blockchain company that provides decentralized storage, AI solutions and other services for Web3 developers. But he continued to carefully follow developments in Silicon Valley and the stock market. This experience in both the investing and the tech worlds led him to conclude that Nvidia is overvalued.</p><p style=\"text-align: start;\">Last Friday he was chatting with a friend who works at a hedge fund about why he thought Nvidia’s days of outperformance were numbered. This was a few days after DeepSeek released its R1 model and nobody on Wall Street seemed to notice. </p><p style=\"text-align: start;\">“Every single bank has a super-bullish buy rating on Nvidia. It’s like the blind leading the blind — they have absolutely no idea what they’re talking about,” Emanuel told MarketWatch. “All of their arguments have become totally divorced from reality.”</p><p style=\"text-align: start;\">MarketWatch checked this claim and found that 61 out of 67 analysts rated Nvidia as a buy as of the morning of Jan. 31. Six analysts, including one from Deutsche Bank, gave the stock a hold rating. None gave it a sell rating.</p><p style=\"text-align: start;\">“They try to defend their arguments by saying, ‘Well, we talk to industry experts.’ But that’s like asking the barber if you need a haircut,” Emanuel said.</p><p style=\"text-align: start;\">Emanuel’s argument ran counter to the bullish Wall Street sentiment that has surrounded Nvidia during its epic run. Nvidia has helped drive the entire U.S. stock market over the past year. In 2024, it became the largest U.S. company by market cap and one of the most actively traded stocks by retail investors, and its 171.2% gain helped lift the S&amp;P 500 by 23.3% last year.</p><p style=\"text-align: start;\">Throughout this time, Nvidia investors were pricing in that it would be one of the — if not the single — main beneficiary of the AI craze. The market saw big tech companies like Microsoft, Meta and Google parent Alphabet spending hundreds of billions of dollarsto gobble up Nvidia’s hardware to build their AI data centers, and it expected that money to keep flowing as long as Nvidia’s GPUs were better than the competition’s.</p><h3 id=\"id_2797493039\" style=\"text-align: start;\">The short case</h3><p style=\"text-align: start;\">The gist of Emanuel’s argument is as follows:</p><p style=\"text-align: start;\">Some of the most influential tech companies have determined that deep learning and AI are the biggest technological advances since the advent of the internet. In order to integrate that technology into their businesses, those companies have to build and train their AI, which takes a lot of data and computing resources. Nvidia sells the key hardware these companies need, and the margins on its most sophisticated chips are enormous. </p><p style=\"text-align: start;\">But a few things are changing that are proving this might not be sustainable, Emanuel says. </p><p style=\"text-align: start;\">For one, AI companies have been using scaling laws that essentially say the more data that is used to train an AI model, the better it gets. But Emanuel wrote that the industry may be running low on quality data to train that AI — that is, a potential “data wall” is looming that could slow down AI scaling and reduce some of that need for training resources.</p><p style=\"text-align: start;\">Emanuel also posed the question of what happens to the training hardware after the AI is trained. GPUs are constantly getting exponentially better, so after a few years, companies might not want to use old hardware anymore. This puts them on a cycle where they’re always spending more to get the best hardware. But eventually, those companies are going to want to see a return on their hefty investment.</p><p style=\"text-align: start;\">Some of these companies, like Alphabet, have also been investing in building out their own semiconductor chips. For a while, Nvidia’s hardware has been the best for training AI, but that might not be the case forever as more companies, such as Cerebras, build better hardware. And other GPU makers like Advanced Micro Devices are updating their drivers software to be more competitive with Nvidia.</p><p style=\"text-align: start;\">On top of that, some new AI models are proving to be much more resource-efficient. This is where all the drama with DeepSeek comes in. DeepSeek launched its own AI that’s on par with the likes of OpenAI’s ChatGPT, but the real kicker was that it said it trained its AI in less time using fewer chips.</p><p>Add all these things together — unsustainable spending and data-center building, less training data to work with, better competing hardware and more efficient AI — and you get a future where it’s harder to imagine Nvidia’s customers spending as much as they currently are on Nvidia hardware.</p><p style=\"text-align: start;\">“By the time I finished writing the article, I said, ‘I’m convinced,’” Emanuel told MarketWatch. “It was when I realized that every one of their big hyperscaler customers was literally making their own competitive silicon, all made by [Taiwan Semiconductor], and that was already coming out and was imminently going to hit the market. I was thinking, ‘Do people realize this?’ Because I don’t think they do.”</p><p style=\"text-align: start;\">If training and integrating AI becomes significantly cheaper, why would these big tech companies keep spending obscenely large sums of money?</p><p style=\"text-align: start;\">For Emanuel, this called into question why Nvidia was trading at such a high price-to-earnings ratio.</p><p style=\"text-align: start;\">“If you know that a company will only earn supersized returns for a couple years, you don’t apply a multiple. You certainly don’t put a 30-times multiple,” Emanuel told MarketWatch.</p><p style=\"text-align: start;\">For its part, Nvidia called DeepSeek “an excellent AI advancement and a perfect example of Test Time Scaling” but added that the process of using a trained model to make predictions on new data, or inference, “requires significant numbers of Nvidia GPUs and high-performance networking.”</p><h3 id=\"id_4157639254\" style=\"text-align: start;\">The aftermath</h3><p style=\"text-align: start;\">Emanuel’s call on Nvidia turned out to be prescient. But DeepSeek isn’t exactly new. The startup is open-source and has been publishing technical papers out in the open for the past few months. It announced DeepSeek-V3 at the end of December and then announced DeepSeek-R1 on Jan. 20. The $5.6 million training-cost statistic that many investors cited for sparking the DeepSeek market panic was actually revealed in the V3 technical paper published on Dec. 26.</p><p style=\"text-align: start;\">So knowledge about DeepSeek had already been floating around for a few weeks before the market selloff. Meta Chief Executive Mark Zuckerberg gave DeepSeek a shout-out on the Joe Rogan podcast on Jan. 10, and Scale AI chief executive Alexandr Wang talked about DeepSeek and competitive Chinese AI companies on Jan. 23. Nvidia ended that week higher.</p><p style=\"text-align: start;\">So what was the catalyst that caused Nvidia to crash on Monday? Emanuel has another theory that could help explain it.</p><p style=\"text-align: start;\">He pointed to the fact that so many people in San Jose were reading his blog post. He theorized that many of them were Nvidia employees with thousands — or even millions — of dollars worth of Nvidia stock tied up in employee stock options. With that much money in a single asset, Emanuel speculated that many were already debating whether to hold the stock or sell it to lock in profits. He believes his blog post helped convince some of them to sell.</p><p style=\"text-align: start;\">“A lot of the sell pressure you saw on Monday morning wasn’t necessarily what you might think. I believe a fair amount of that was from shares that had never been active because they had been sitting in workplace.schwab.com accounts — [restricted stock units] that employees got in some cases back in 2003 for nothing,” Emanuel told MarketWatch. “That makes a big difference because everything’s on the margin, and shares that have never moved.”</p><p style=\"text-align: start;\">It may be hard to prove for certain that Emanuel’s post influenced Nvidia employees to sell, but the fact that it went viral on X among the Silicon Valley tech community, and that so many readers were based in San Jose, makes his case plausible.</p><p style=\"text-align: start;\">Emanuel also told MarketWatch that he had been flooded with meeting requests from people at different hedge funds who read his post and wanted to talk to him about AI. That showed that people on Wall Street were paying attention to his blog post and may have placed trades on Monday based on the information he presented.</p><p style=\"text-align: start;\">Those Wall Street firms were also happy to pay top dollar to book Emanuel as a consultant, showing that they took his ideas seriously. Emanuel had done some contract work as an investment analyst on the side in the past, but he raised his hourly rate to $500 after the blog post went viral. When his calendar started filling up, he doubled it to $1,000.</p><p style=\"text-align: start;\">Although Emanuel has been collecting contracting fees because of his bearish call on Nvidia, he said he never actually held a short position on the stock.</p><p style=\"text-align: start;\">“I’m just writing out of intellectual curiosity, not to make money directly,” he told MarketWatch. “I didn’t come in with an agenda and try to prove a conclusion. I’m the most bullish on AI.”</p><p style=\"text-align: start;\">And while the points Emanuel laid out in his blog post might be bearish for Nvidia, he still thinks they paint a positive future for AI.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","BK4551":"寇图资本持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508918158","content_text":"Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia ‘have absolutely no idea what they’re talking about’Jeffrey Emanuel’s background in AI and as an investment analyst gave him perspective on how the market was valuing Nvidia.Last Friday afternoon, Jeffrey Emanuel sat down in his Brooklyn apartment and started writing a blog post. For hours, he pounded away on his keyboard while his wife kept their young children occupied and brought him food. Emanuel worked late into the night, and by early Saturday morning he had written nearly 12,000 words.Emanuel’s manifesto made the case for shorting the hottest company in the stock market, Nvidia Corp., due to a number of shifting tides in the artificial-intelligence world, including the emergence of a China-based company called DeepSeek. He published his thesis on his personal blog and then shared it with theValue Investors Club websiteand across Reddit, X and other platforms. When he checked his blog’s analytics later on Saturday morning, Emanuel saw that 35 people were reading the post. Not bad traffic for a personal blog built into the website of his YouTube transcription-service side project, he thought. But then the post started to go viral.By Saturday night, Emanuel could see that 1,500 people across the world were reading his blog post at a given moment. Well-known venture capitalist Chamath Palihapitiya shared Emanuel’s post on Nvidia’s short case with his 1.8 million X followers. Successful early stage investor Naval Ravikant shared the post with his 2.6 million followers. Jared Friedman, a partner at venture-capital firm Y Combinator, referred to it in a post that was reposted by the official Y Combinator account. Morgan Brown, a vice president of product and growth at Dropbox, pointed to it in a thread that was viewed over 13 million times. Emanuel’s own X post got nearly half a million views. He also quickly gained about 13,000 followers on the platform, going from about 2,000 to more than 15,000 followers.In an interview with MarketWatch, Emanuel said that at one point the traffic crashed his website, so people started sharing an archive link, which his website-analytics tool couldn’t track.But one thing it did pick up was that by the end of the night, the city with the most concurrent readers was San Jose, Calif. — near where Nvidia’s corporate headquarters is located.Emanuel’s argument shook Silicon Valley not because he claimed that the big U.S. technology companies were misleading or deceitful. His main point was simply that they were nowhere near as smart and efficient as Wall Street was touting them as. The big tech companies had built and trained their artificial-intelligence breakthroughs using tremendous amounts of data and advanced computing resources that required them to pay for Nvidia’s data-center hardware, which is sold at very high gross margins. Emanuel pointed out that a China-based company, DeepSeek, had recently launched its own top-notch AI product using fewer expensive chips. In other words, DeepSeek had achieved what the big AI companies had, but with far less money. What countless Wall Street firms and investment analysts had seemingly missed was being pointed out by some guy in his apartment.Then on Monday things got real. Nvidia’s stock plummeted about 12.5% at market open and continued falling from there. By the end of the day, the slide had wiped out nearly $600 billion from Nvidia’s market capitalization — the largest single-day market-cap drop to date for any company.Matt Levine, the prominent Bloomberg News financial columnist, noted the online chatter that claimed Emanuel’s post “was an important catalyst” for the stock-market selloff and said it was a “candidate for the most impactful short research report ever.” Emanuel spent the rest of the week booked solid as hedge funds paid him $1,000 per hour to speak on the phone and give his take on Nvidia and AI. “I’m so exhausted, I’m losing my voice practically,” said Emanuel. “It’s been the most surreal experience of my life.”Contrarian callAs Emanuel noted in his blog post, “The Short Case for Nvidia Stock,” he has professional experience working in financial markets. A native of New Rochelle, N.Y., Emanuel studied math at Reed College in Portland, Ore., before heading to Wall Street, where he worked at several investment funds, including as an analyst at Millennium Management and Balyasny Asset Management, two of the biggest multimanager hedge funds. But Emanuel, 42, also told MarketWatch that he’s been obsessed with neural networks since 1998 and was an early adopter of both crypto and AI. In 2021, Emanuel ditched Wall Street and started Pastel Networks, a blockchain company that provides decentralized storage, AI solutions and other services for Web3 developers. But he continued to carefully follow developments in Silicon Valley and the stock market. This experience in both the investing and the tech worlds led him to conclude that Nvidia is overvalued.Last Friday he was chatting with a friend who works at a hedge fund about why he thought Nvidia’s days of outperformance were numbered. This was a few days after DeepSeek released its R1 model and nobody on Wall Street seemed to notice. “Every single bank has a super-bullish buy rating on Nvidia. It’s like the blind leading the blind — they have absolutely no idea what they’re talking about,” Emanuel told MarketWatch. “All of their arguments have become totally divorced from reality.”MarketWatch checked this claim and found that 61 out of 67 analysts rated Nvidia as a buy as of the morning of Jan. 31. Six analysts, including one from Deutsche Bank, gave the stock a hold rating. None gave it a sell rating.“They try to defend their arguments by saying, ‘Well, we talk to industry experts.’ But that’s like asking the barber if you need a haircut,” Emanuel said.Emanuel’s argument ran counter to the bullish Wall Street sentiment that has surrounded Nvidia during its epic run. Nvidia has helped drive the entire U.S. stock market over the past year. In 2024, it became the largest U.S. company by market cap and one of the most actively traded stocks by retail investors, and its 171.2% gain helped lift the S&P 500 by 23.3% last year.Throughout this time, Nvidia investors were pricing in that it would be one of the — if not the single — main beneficiary of the AI craze. The market saw big tech companies like Microsoft, Meta and Google parent Alphabet spending hundreds of billions of dollarsto gobble up Nvidia’s hardware to build their AI data centers, and it expected that money to keep flowing as long as Nvidia’s GPUs were better than the competition’s.The short caseThe gist of Emanuel’s argument is as follows:Some of the most influential tech companies have determined that deep learning and AI are the biggest technological advances since the advent of the internet. In order to integrate that technology into their businesses, those companies have to build and train their AI, which takes a lot of data and computing resources. Nvidia sells the key hardware these companies need, and the margins on its most sophisticated chips are enormous. But a few things are changing that are proving this might not be sustainable, Emanuel says. For one, AI companies have been using scaling laws that essentially say the more data that is used to train an AI model, the better it gets. But Emanuel wrote that the industry may be running low on quality data to train that AI — that is, a potential “data wall” is looming that could slow down AI scaling and reduce some of that need for training resources.Emanuel also posed the question of what happens to the training hardware after the AI is trained. GPUs are constantly getting exponentially better, so after a few years, companies might not want to use old hardware anymore. This puts them on a cycle where they’re always spending more to get the best hardware. But eventually, those companies are going to want to see a return on their hefty investment.Some of these companies, like Alphabet, have also been investing in building out their own semiconductor chips. For a while, Nvidia’s hardware has been the best for training AI, but that might not be the case forever as more companies, such as Cerebras, build better hardware. And other GPU makers like Advanced Micro Devices are updating their drivers software to be more competitive with Nvidia.On top of that, some new AI models are proving to be much more resource-efficient. This is where all the drama with DeepSeek comes in. DeepSeek launched its own AI that’s on par with the likes of OpenAI’s ChatGPT, but the real kicker was that it said it trained its AI in less time using fewer chips.Add all these things together — unsustainable spending and data-center building, less training data to work with, better competing hardware and more efficient AI — and you get a future where it’s harder to imagine Nvidia’s customers spending as much as they currently are on Nvidia hardware.“By the time I finished writing the article, I said, ‘I’m convinced,’” Emanuel told MarketWatch. “It was when I realized that every one of their big hyperscaler customers was literally making their own competitive silicon, all made by [Taiwan Semiconductor], and that was already coming out and was imminently going to hit the market. I was thinking, ‘Do people realize this?’ Because I don’t think they do.”If training and integrating AI becomes significantly cheaper, why would these big tech companies keep spending obscenely large sums of money?For Emanuel, this called into question why Nvidia was trading at such a high price-to-earnings ratio.“If you know that a company will only earn supersized returns for a couple years, you don’t apply a multiple. You certainly don’t put a 30-times multiple,” Emanuel told MarketWatch.For its part, Nvidia called DeepSeek “an excellent AI advancement and a perfect example of Test Time Scaling” but added that the process of using a trained model to make predictions on new data, or inference, “requires significant numbers of Nvidia GPUs and high-performance networking.”The aftermathEmanuel’s call on Nvidia turned out to be prescient. But DeepSeek isn’t exactly new. The startup is open-source and has been publishing technical papers out in the open for the past few months. It announced DeepSeek-V3 at the end of December and then announced DeepSeek-R1 on Jan. 20. The $5.6 million training-cost statistic that many investors cited for sparking the DeepSeek market panic was actually revealed in the V3 technical paper published on Dec. 26.So knowledge about DeepSeek had already been floating around for a few weeks before the market selloff. Meta Chief Executive Mark Zuckerberg gave DeepSeek a shout-out on the Joe Rogan podcast on Jan. 10, and Scale AI chief executive Alexandr Wang talked about DeepSeek and competitive Chinese AI companies on Jan. 23. Nvidia ended that week higher.So what was the catalyst that caused Nvidia to crash on Monday? Emanuel has another theory that could help explain it.He pointed to the fact that so many people in San Jose were reading his blog post. He theorized that many of them were Nvidia employees with thousands — or even millions — of dollars worth of Nvidia stock tied up in employee stock options. With that much money in a single asset, Emanuel speculated that many were already debating whether to hold the stock or sell it to lock in profits. He believes his blog post helped convince some of them to sell.“A lot of the sell pressure you saw on Monday morning wasn’t necessarily what you might think. I believe a fair amount of that was from shares that had never been active because they had been sitting in workplace.schwab.com accounts — [restricted stock units] that employees got in some cases back in 2003 for nothing,” Emanuel told MarketWatch. “That makes a big difference because everything’s on the margin, and shares that have never moved.”It may be hard to prove for certain that Emanuel’s post influenced Nvidia employees to sell, but the fact that it went viral on X among the Silicon Valley tech community, and that so many readers were based in San Jose, makes his case plausible.Emanuel also told MarketWatch that he had been flooded with meeting requests from people at different hedge funds who read his post and wanted to talk to him about AI. That showed that people on Wall Street were paying attention to his blog post and may have placed trades on Monday based on the information he presented.Those Wall Street firms were also happy to pay top dollar to book Emanuel as a consultant, showing that they took his ideas seriously. Emanuel had done some contract work as an investment analyst on the side in the past, but he raised his hourly rate to $500 after the blog post went viral. When his calendar started filling up, he doubled it to $1,000.Although Emanuel has been collecting contracting fees because of his bearish call on Nvidia, he said he never actually held a short position on the stock.“I’m just writing out of intellectual curiosity, not to make money directly,” he told MarketWatch. “I didn’t come in with an agenda and try to prove a conclusion. I’m the most bullish on AI.”And while the points Emanuel laid out in his blog post might be bearish for Nvidia, he still thinks they paint a positive future for AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909236991,"gmtCreate":1658879634213,"gmtModify":1676536221350,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909236991","repostId":"2254587430","repostType":2,"repost":{"id":"2254587430","kind":"highlight","pubTimestamp":1658877980,"share":"https://ttm.financial/m/news/2254587430?lang=&edition=fundamental","pubTime":"2022-07-27 07:26","market":"us","language":"en","title":"After-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2254587430","media":"StreetInsider","summary":"After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than t","content":"<html><head></head><body><p><b>After-Hours Movers:</b></p><p>Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus estimate of $70.04 billion.</p><p>Microsoft (NASDAQ:MSFT) 3.9% HIGHER; reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion. Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.</p><p>Enphase Energy (NASDAQ:ENPH) 9% HIGHER; reported Q2 EPS of $1.07, $0.22 better than the analyst estimate of $0.85. Revenue for the quarter came in at $530.2 million versus the consensus estimate of $507.49 million. Enphase Energy sees Q3 2022 revenue of $590-630 million, versus the consensus of $548.8 million.</p><p>Chipotle Mexican Grill (NYSE:CMG) 8.6% HIGHER; reported Q2 EPS of $9.30, $0.26 better than the analyst estimate of $9.04. Revenue for the quarter came in at $2.2 billion versus the consensus estimate of $2.25 billion. Comparable restaurant sales increased 10.1%.</p><p>Texas Instruments (NASDAQ:TXN) 2.6% HIGHER; reported Q2 EPS of $2.45, $0.32 better than the analyst estimate of $2.13. Revenue for the quarter came in at $5.21 billion versus the consensus estimate of $4.65 billion. Texas Instruments sees Q3 2022 EPS of $2.23-$2.51, versus the consensus of $2.26. Texas Instruments sees Q3 2022 revenue of $4.9-5.3 billion, versus the consensus of $4.97 billion.</p><p>F45 Training Holdings Inc. (NYSE:FXLV) 50.4% LOWER; CEO to step down.</p><p>Skechers USA (NYSE:SKX) 1.4% HIGHER; reported Q2 EPS of $0.58, $0.03 better than the analyst estimate of $0.55. Revenue for the quarter came in at $1.87 billion versus the consensus estimate of $1.79 billion. Skechers USA sees FY2022 EPS of $2.60-$2.70, versus the consensus of $2.89. Skechers USA sees FY2022 revenue of $7.2-7.4 billion, versus the consensus of $7.34 billion.</p><p></p><p></p></body></html>","source":"highlight_streetinsider","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>After-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More</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\">\nAfter-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20370023><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20370023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMG":"墨式烧烤","ENPH":"Enphase Energy","TXN":"德州仪器","SKX":"斯凯奇","FXLV":"F45 Training Holdings Inc.","GOOGL":"谷歌A"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20370023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254587430","content_text":"After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus estimate of $70.04 billion.Microsoft (NASDAQ:MSFT) 3.9% HIGHER; reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion. Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.Enphase Energy (NASDAQ:ENPH) 9% HIGHER; reported Q2 EPS of $1.07, $0.22 better than the analyst estimate of $0.85. Revenue for the quarter came in at $530.2 million versus the consensus estimate of $507.49 million. Enphase Energy sees Q3 2022 revenue of $590-630 million, versus the consensus of $548.8 million.Chipotle Mexican Grill (NYSE:CMG) 8.6% HIGHER; reported Q2 EPS of $9.30, $0.26 better than the analyst estimate of $9.04. Revenue for the quarter came in at $2.2 billion versus the consensus estimate of $2.25 billion. Comparable restaurant sales increased 10.1%.Texas Instruments (NASDAQ:TXN) 2.6% HIGHER; reported Q2 EPS of $2.45, $0.32 better than the analyst estimate of $2.13. Revenue for the quarter came in at $5.21 billion versus the consensus estimate of $4.65 billion. Texas Instruments sees Q3 2022 EPS of $2.23-$2.51, versus the consensus of $2.26. Texas Instruments sees Q3 2022 revenue of $4.9-5.3 billion, versus the consensus of $4.97 billion.F45 Training Holdings Inc. (NYSE:FXLV) 50.4% LOWER; CEO to step down.Skechers USA (NYSE:SKX) 1.4% HIGHER; reported Q2 EPS of $0.58, $0.03 better than the analyst estimate of $0.55. Revenue for the quarter came in at $1.87 billion versus the consensus estimate of $1.79 billion. Skechers USA sees FY2022 EPS of $2.60-$2.70, versus the consensus of $2.89. Skechers USA sees FY2022 revenue of $7.2-7.4 billion, versus the consensus of $7.34 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008345816,"gmtCreate":1641374067789,"gmtModify":1676533607320,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Charlie asked Jack on Baba.&nbsp;Jack asked Charlie, Baba&nbsp;Q4 profit is &gt;&nbsp;24% how do you think?&nbsp;","listText":"Charlie asked Jack on Baba.&nbsp;Jack asked Charlie, Baba&nbsp;Q4 profit is &gt;&nbsp;24% how do you think?&nbsp;","text":"Charlie asked Jack on Baba. Jack asked Charlie, Baba Q4 profit is > 24% how do you think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008345816","repostId":"1130731267","repostType":2,"repost":{"id":"1130731267","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":1641373624,"share":"https://ttm.financial/m/news/1130731267?lang=&edition=fundamental","pubTime":"2022-01-05 17:07","market":"us","language":"en","title":"Alibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4","url":"https://stock-news.laohu8.com/highlight/detail?id=1130731267","media":"Tiger Newspress","summary":"Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.Daily Journ","content":"<html><head></head><body><p>Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.<img src=\"https://static.tigerbbs.com/488a162893649e5b430e83e3f2d7b60d\" tg-width=\"767\" tg-height=\"565\" referrerpolicy=\"no-referrer\"/>Daily Journal Corp, the publishing and technology company in which Warren Buffett&#39;s longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.</p><p>The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.</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>Alibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4</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\">\nAlibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4\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\">2022-01-05 17:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.<img src=\"https://static.tigerbbs.com/488a162893649e5b430e83e3f2d7b60d\" tg-width=\"767\" tg-height=\"565\" referrerpolicy=\"no-referrer\"/>Daily Journal Corp, the publishing and technology company in which Warren Buffett&#39;s longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.</p><p>The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130731267","content_text":"Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.Daily Journal Corp, the publishing and technology company in which Warren Buffett's longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970432144,"gmtCreate":1684803998589,"gmtModify":1684804003317,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank(FRCB)$&nbsp;</a>P/B=0.35 when they stop trading.&nbsp;","listText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank(FRCB)$&nbsp;</a>P/B=0.35 when they stop trading.&nbsp;","text":"$First Republic Bank(FRCB)$ P/B=0.35 when they stop trading.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9970432144","isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578091555231876","authorId":"3578091555231876","name":"StreetCat","avatar":"https://community-static.tradeup.com/news/10240289f5373e15472b574f0d2f37a8","crmLevel":6,"crmLevelSwitch":1,"idStr":"3578091555231876","authorIdStr":"3578091555231876"},"content":"Are their banks shuttered and employees all fired?","text":"Are their banks shuttered and employees all fired?","html":"Are their banks shuttered and employees all fired?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901064462,"gmtCreate":1659100161356,"gmtModify":1676536257456,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Why do Baba release news that Jack consider to cede Ant right time of Q2 report 04 August? (1)&nbsp;Shake a massive&nbsp;sell for accumulation or (2)&nbsp;Baba will totally trash after report? &nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Why do Baba release news that Jack consider to cede Ant right time of Q2 report 04 August? (1)&nbsp;Shake a massive&nbsp;sell for accumulation or (2)&nbsp;Baba will totally trash after report? &nbsp;","text":"$Alibaba(BABA)$Why do Baba release news that Jack consider to cede Ant right time of Q2 report 04 August? (1) Shake a massive sell for accumulation or (2) Baba will totally trash after report?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901064462","isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574895228566973","authorId":"3574895228566973","name":"Divihungry","avatar":"https://community-static.tradeup.com/news/8ea13ad65e835222314e28955f70eb77","crmLevel":4,"crmLevelSwitch":1,"idStr":"3574895228566973","authorIdStr":"3574895228566973"},"content":"accumulation to rdy delist in 2024 or 2025","text":"accumulation to rdy delist in 2024 or 2025","html":"accumulation to rdy delist in 2024 or 2025"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909794620,"gmtCreate":1658922089461,"gmtModify":1676536228973,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909794620","repostId":"1197887788","repostType":2,"repost":{"id":"1197887788","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":1658921837,"share":"https://ttm.financial/m/news/1197887788?lang=&edition=fundamental","pubTime":"2022-07-27 19:37","market":"us","language":"en","title":"Boeing Results Fall Short of Estimates but Manufacturer Still Expects to Be Cash Flow Positive This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1197887788","media":"Tiger Newspress","summary":"Boeingon Wednesday reported revenue and an adjusted loss that fell short of analysts’ estimates but ","content":"<html><head></head><body><p>Boeingon Wednesday reported revenue and an adjusted loss that fell short of analysts’ estimates but the aircraft manufacturer stuck with its forecast to return to free cash flow in 2022.</p><p>Boeing shares gained 3.27% in premarket trading.<img src=\"https://static.tigerbbs.com/c2071e1d113eb67fc0081eac107eb40e\" tg-width=\"831\" tg-height=\"832\" referrerpolicy=\"no-referrer\"/>The company is fresh from winning high-profile ordersat the Farnborough Air Show like those for 100 737 Max 10s from Delta Air Lines.</p><p>Here’s how the company performed compared with analysts’ estimates complied by Refinitiv:</p><ul><li>Adjusted loss per share: 37 cents vs an expected loss 14 cents.</li><li>Revenue: $16.68 billion vs. $17.57 billion expected.</li></ul><p>CEO Dave Calhoun earlier this month said that the company is producing an average of 31 737 Max jetliners each month. He said the company won’traise production too quicklybecause of supply chain and labor constraints.</p><p>“Even with demand high, we won’t chase production rates or push our system too fast,” Calhoun said in a staff note on Wednesday. “With safety and quality at the forefront, we will prioritize stability and predictability.”</p><p>He also reiterated that Boeing is “in the final stages” of preparations to resume deliveries of its 787 Dreamliners, which have been paused for more than a year after manufacturing flaws were detected.</p><p>Boeing executives will discuss results with analysts at 10:30 a.m. Wednesday, when they are likely to face questions about the 737 Max’s return to flying in key aircraft customer China, timing on the 777X and its cash flow forecast for this and next year.</p><p>Analysts are also likely to ask Boeing’s leaders to outline when they expect to win U.S. certification of the 737 Max 10, the largest in the Max family.</p><p>Boeing shares are down more than 22% so far this year. </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>Boeing Results Fall Short of Estimates but Manufacturer Still Expects to Be Cash Flow Positive This Year</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\">\nBoeing Results Fall Short of Estimates but Manufacturer Still Expects to Be Cash Flow Positive This Year\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\">2022-07-27 19:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Boeingon Wednesday reported revenue and an adjusted loss that fell short of analysts’ estimates but the aircraft manufacturer stuck with its forecast to return to free cash flow in 2022.</p><p>Boeing shares gained 3.27% in premarket trading.<img src=\"https://static.tigerbbs.com/c2071e1d113eb67fc0081eac107eb40e\" tg-width=\"831\" tg-height=\"832\" referrerpolicy=\"no-referrer\"/>The company is fresh from winning high-profile ordersat the Farnborough Air Show like those for 100 737 Max 10s from Delta Air Lines.</p><p>Here’s how the company performed compared with analysts’ estimates complied by Refinitiv:</p><ul><li>Adjusted loss per share: 37 cents vs an expected loss 14 cents.</li><li>Revenue: $16.68 billion vs. $17.57 billion expected.</li></ul><p>CEO Dave Calhoun earlier this month said that the company is producing an average of 31 737 Max jetliners each month. He said the company won’traise production too quicklybecause of supply chain and labor constraints.</p><p>“Even with demand high, we won’t chase production rates or push our system too fast,” Calhoun said in a staff note on Wednesday. “With safety and quality at the forefront, we will prioritize stability and predictability.”</p><p>He also reiterated that Boeing is “in the final stages” of preparations to resume deliveries of its 787 Dreamliners, which have been paused for more than a year after manufacturing flaws were detected.</p><p>Boeing executives will discuss results with analysts at 10:30 a.m. Wednesday, when they are likely to face questions about the 737 Max’s return to flying in key aircraft customer China, timing on the 777X and its cash flow forecast for this and next year.</p><p>Analysts are also likely to ask Boeing’s leaders to outline when they expect to win U.S. certification of the 737 Max 10, the largest in the Max family.</p><p>Boeing shares are down more than 22% so far this year. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197887788","content_text":"Boeingon Wednesday reported revenue and an adjusted loss that fell short of analysts’ estimates but the aircraft manufacturer stuck with its forecast to return to free cash flow in 2022.Boeing shares gained 3.27% in premarket trading.The company is fresh from winning high-profile ordersat the Farnborough Air Show like those for 100 737 Max 10s from Delta Air Lines.Here’s how the company performed compared with analysts’ estimates complied by Refinitiv:Adjusted loss per share: 37 cents vs an expected loss 14 cents.Revenue: $16.68 billion vs. $17.57 billion expected.CEO Dave Calhoun earlier this month said that the company is producing an average of 31 737 Max jetliners each month. He said the company won’traise production too quicklybecause of supply chain and labor constraints.“Even with demand high, we won’t chase production rates or push our system too fast,” Calhoun said in a staff note on Wednesday. “With safety and quality at the forefront, we will prioritize stability and predictability.”He also reiterated that Boeing is “in the final stages” of preparations to resume deliveries of its 787 Dreamliners, which have been paused for more than a year after manufacturing flaws were detected.Boeing executives will discuss results with analysts at 10:30 a.m. Wednesday, when they are likely to face questions about the 737 Max’s return to flying in key aircraft customer China, timing on the 777X and its cash flow forecast for this and next year.Analysts are also likely to ask Boeing’s leaders to outline when they expect to win U.S. certification of the 737 Max 10, the largest in the Max family.Boeing shares are down more than 22% so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188836999127088,"gmtCreate":1687128484304,"gmtModify":1687128488506,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Intel standstills for a long now","listText":"Intel standstills for a long now","text":"Intel standstills for a long now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188836999127088","repostId":"2344489557","repostType":2,"repost":{"id":"2344489557","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1687128173,"share":"https://ttm.financial/m/news/2344489557?lang=&edition=fundamental","pubTime":"2023-06-19 06:42","market":"us","language":"en","title":"Intel to Invest $25 Billion in Israel Factory in Record Deal, Netanyahu Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2344489557","media":"Reuters","summary":"JERUSALEM, June 18 (Reuters) - U.S. chipmaker Intel Corp will spend $25 billion on a new factory in ","content":"<html><head></head><body><p style=\"text-align: start;\">JERUSALEM, June 18 (Reuters) - U.S. chipmaker Intel Corp will spend $25 billion on a new factory in Israel, Prime Minister Benjamin Netanyahu said on Sunday, calling it the largest-ever international investment in the country.</p><p style=\"text-align: start;\">The factory in Kiryat Gat is due to open in 2027, to operate through 2035 at least and to employ thousands of people, Israel&#39;s Finance Ministry said. Under the deal Intel will pay a 7.5% tax rate, up from the current 5%, the ministry added.</p><p>During its almost five decades of operations in Israel, Intel has grown to become the country&#39;s largest privately held employer and exporter and a leader of the local electronics and information industry, according to the company&#39;s website.</p><p style=\"text-align: start;\">In 2017, Intel bought Israel-based Mobileye Global Inc, which develops and deploys advanced driver-assistance systems, for $15 billion. Intel took Mobileye public last year.</p><p>Announcing the deal in televised remarks to his cabinet, Netanyahu called it &#34;a tremendous achievement for the Israeli economy - 90 billion shekels ($25 billion) - the largest investment ever by an international company in Israel&#34;.</p><p>In a statement, Intel said its Israel operations had &#34;played a crucial role&#34; in the company&#39;s global success.</p><p style=\"text-align: start;\">&#34;Our intention to expand manufacturing capacity in Israel is driven by our commitment to meeting future manufacturing needs ... and we appreciate the continued support of the Israeli government,&#34; it said.</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>Intel to Invest $25 Billion in Israel Factory in Record Deal, Netanyahu Says</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\">\nIntel to Invest $25 Billion in Israel Factory in Record Deal, Netanyahu Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-06-19 06:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">JERUSALEM, June 18 (Reuters) - U.S. chipmaker Intel Corp will spend $25 billion on a new factory in Israel, Prime Minister Benjamin Netanyahu said on Sunday, calling it the largest-ever international investment in the country.</p><p style=\"text-align: start;\">The factory in Kiryat Gat is due to open in 2027, to operate through 2035 at least and to employ thousands of people, Israel&#39;s Finance Ministry said. Under the deal Intel will pay a 7.5% tax rate, up from the current 5%, the ministry added.</p><p>During its almost five decades of operations in Israel, Intel has grown to become the country&#39;s largest privately held employer and exporter and a leader of the local electronics and information industry, according to the company&#39;s website.</p><p style=\"text-align: start;\">In 2017, Intel bought Israel-based Mobileye Global Inc, which develops and deploys advanced driver-assistance systems, for $15 billion. Intel took Mobileye public last year.</p><p>Announcing the deal in televised remarks to his cabinet, Netanyahu called it &#34;a tremendous achievement for the Israeli economy - 90 billion shekels ($25 billion) - the largest investment ever by an international company in Israel&#34;.</p><p>In a statement, Intel said its Israel operations had &#34;played a crucial role&#34; in the company&#39;s global success.</p><p style=\"text-align: start;\">&#34;Our intention to expand manufacturing capacity in Israel is driven by our commitment to meeting future manufacturing needs ... and we appreciate the continued support of the Israeli government,&#34; it said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4534":"瑞士信贷持仓","BK4157":"电子设备和仪器","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","INTC":"英特尔","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4588":"碎股","BK4579":"人工智能","BK4141":"半导体产品","BK4512":"苹果概念","BK4124":"机动车零配件与设备","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"https://finance.yahoo.com/news/intel-build-25-billion-factory-084222814.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2344489557","content_text":"JERUSALEM, June 18 (Reuters) - U.S. chipmaker Intel Corp will spend $25 billion on a new factory in Israel, Prime Minister Benjamin Netanyahu said on Sunday, calling it the largest-ever international investment in the country.The factory in Kiryat Gat is due to open in 2027, to operate through 2035 at least and to employ thousands of people, Israel's Finance Ministry said. Under the deal Intel will pay a 7.5% tax rate, up from the current 5%, the ministry added.During its almost five decades of operations in Israel, Intel has grown to become the country's largest privately held employer and exporter and a leader of the local electronics and information industry, according to the company's website.In 2017, Intel bought Israel-based Mobileye Global Inc, which develops and deploys advanced driver-assistance systems, for $15 billion. Intel took Mobileye public last year.Announcing the deal in televised remarks to his cabinet, Netanyahu called it \"a tremendous achievement for the Israeli economy - 90 billion shekels ($25 billion) - the largest investment ever by an international company in Israel\".In a statement, Intel said its Israel operations had \"played a crucial role\" in the company's global success.\"Our intention to expand manufacturing capacity in Israel is driven by our commitment to meeting future manufacturing needs ... and we appreciate the continued support of the Israeli government,\" it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172633861,"gmtCreate":1626957601353,"gmtModify":1703481304013,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Really good news for some and bad for others. Enjoy trading!&nbsp;","listText":"Really good news for some and bad for others. Enjoy trading!&nbsp;","text":"Really good news for some and bad for others. Enjoy trading!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172633861","repostId":"1136039581","repostType":4,"repost":{"id":"1136039581","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":1626957159,"share":"https://ttm.financial/m/news/1136039581?lang=&edition=fundamental","pubTime":"2021-07-22 20:32","market":"us","language":"en","title":"U.S. weekly jobless claims total 419,000 vs. 350,000 estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1136039581","media":"Tiger Newspress","summary":"(July 22) U.S. initial jobless claims jump 51,000 to 419,000 in mid-July, vs. 350,000 estimate.\nTota","content":"<p>(July&nbsp;22)&nbsp;U.S. initial jobless claims jump 51,000 to 419,000 in mid-July, vs. 350,000 estimate.</p>\n<p><b>Total Number Of Americans On The Dole Plunges By 1.2 Million As States Cut Off Emergency Aid</b></p>\n<p>This was not supposed to happen.</p>\n<p>Initial jobless claims jumped significantly last week as<b>419,000 Americans filed for jobless benefits for the first time</b>(well above the prior week's 368k and expectations of a 350k print)...</p>\n<p><img src=\"https://static.tigerbbs.com/d8eda8482fbe99bba871d16bc5379532\" tg-width=\"980\" tg-height=\"584\" width=\"100%\" height=\"auto\"><i>Source: Bloomberg</i></p>\n<p>Michigan and Texas saw the biggest jump in claims while New York and Oklahoma saw the best improvement...</p>\n<p><img src=\"https://static.tigerbbs.com/fcb4d834111a6ca8db1254f129a11ecc\" tg-width=\"1207\" tg-height=\"1276\" width=\"100%\" height=\"auto\">'Traditional'<i>c</i>ontinuing claims were basically unchanged over the prior week's revision.</p>\n<p>There is some good news though,<b>the total number of claims plunged by over 1.2 million last week</b>(driven by a plunge in pandemic specific aid as states began shutting off the handouts)...</p>\n<p><img src=\"https://static.tigerbbs.com/b4b991ebbb0b2782ffdd1e3059e2fc78\" tg-width=\"711\" tg-height=\"215\" width=\"100%\" height=\"auto\">But, we note that overall, there remains over 12.5 million Americans on some form of government dole...</p>\n<p><img src=\"https://static.tigerbbs.com/3fe2aeac47f3bbf3eaeb7d11fd96edd3\" tg-width=\"980\" tg-height=\"586\" width=\"100%\" height=\"auto\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p>For context, that compares to the less than 2 million pre-pandemic-lockdowns.</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>U.S. weekly jobless claims total 419,000 vs. 350,000 estimate</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\">\nU.S. weekly jobless claims total 419,000 vs. 350,000 estimate\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\">2021-07-22 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July&nbsp;22)&nbsp;U.S. initial jobless claims jump 51,000 to 419,000 in mid-July, vs. 350,000 estimate.</p>\n<p><b>Total Number Of Americans On The Dole Plunges By 1.2 Million As States Cut Off Emergency Aid</b></p>\n<p>This was not supposed to happen.</p>\n<p>Initial jobless claims jumped significantly last week as<b>419,000 Americans filed for jobless benefits for the first time</b>(well above the prior week's 368k and expectations of a 350k print)...</p>\n<p><img src=\"https://static.tigerbbs.com/d8eda8482fbe99bba871d16bc5379532\" tg-width=\"980\" tg-height=\"584\" width=\"100%\" height=\"auto\"><i>Source: Bloomberg</i></p>\n<p>Michigan and Texas saw the biggest jump in claims while New York and Oklahoma saw the best improvement...</p>\n<p><img src=\"https://static.tigerbbs.com/fcb4d834111a6ca8db1254f129a11ecc\" tg-width=\"1207\" tg-height=\"1276\" width=\"100%\" height=\"auto\">'Traditional'<i>c</i>ontinuing claims were basically unchanged over the prior week's revision.</p>\n<p>There is some good news though,<b>the total number of claims plunged by over 1.2 million last week</b>(driven by a plunge in pandemic specific aid as states began shutting off the handouts)...</p>\n<p><img src=\"https://static.tigerbbs.com/b4b991ebbb0b2782ffdd1e3059e2fc78\" tg-width=\"711\" tg-height=\"215\" width=\"100%\" height=\"auto\">But, we note that overall, there remains over 12.5 million Americans on some form of government dole...</p>\n<p><img src=\"https://static.tigerbbs.com/3fe2aeac47f3bbf3eaeb7d11fd96edd3\" tg-width=\"980\" tg-height=\"586\" width=\"100%\" height=\"auto\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p>For context, that compares to the less than 2 million pre-pandemic-lockdowns.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136039581","content_text":"(July 22) U.S. initial jobless claims jump 51,000 to 419,000 in mid-July, vs. 350,000 estimate.\nTotal Number Of Americans On The Dole Plunges By 1.2 Million As States Cut Off Emergency Aid\nThis was not supposed to happen.\nInitial jobless claims jumped significantly last week as419,000 Americans filed for jobless benefits for the first time(well above the prior week's 368k and expectations of a 350k print)...\nSource: Bloomberg\nMichigan and Texas saw the biggest jump in claims while New York and Oklahoma saw the best improvement...\n'Traditional'continuing claims were basically unchanged over the prior week's revision.\nThere is some good news though,the total number of claims plunged by over 1.2 million last week(driven by a plunge in pandemic specific aid as states began shutting off the handouts)...\nBut, we note that overall, there remains over 12.5 million Americans on some form of government dole...\n\nSource: Bloomberg\nFor context, that compares to the less than 2 million pre-pandemic-lockdowns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343532943438080,"gmtCreate":1724899873385,"gmtModify":1724899877169,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/343532943438080","isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093561479903300","authorId":"4093561479903300","name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/67ecba742430a57a532b690885139baa","crmLevel":9,"crmLevelSwitch":1,"idStr":"4093561479903300","authorIdStr":"4093561479903300"},"content":"Will drop more in the weeks and months to come.","text":"Will drop more in the weeks and months to come.","html":"Will drop more in the weeks and months to come."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986912404,"gmtCreate":1666875916908,"gmtModify":1676537821165,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Time to buy for long investment, 6-12 months Withx2 x3 revenue","listText":"Time to buy for long investment, 6-12 months Withx2 x3 revenue","text":"Time to buy for long investment, 6-12 months Withx2 x3 revenue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986912404","repostId":"1178169124","repostType":2,"repost":{"id":"1178169124","kind":"news","pubTimestamp":1666875309,"share":"https://ttm.financial/m/news/1178169124?lang=&edition=fundamental","pubTime":"2022-10-27 20:55","market":"us","language":"en","title":"Meta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1178169124","media":"Barron's","summary":"Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earn","content":"<html><head></head><body><p>Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earnings announcement, as a weak advertising environment took a toll on the social media giant.</p><p>The stock market carnage suggests that Wall Street is running out of patience with Meta’s (ticker: META) corporate strategy. Investors are clearly dismayed by the company’s plans to aggressively boost spending on the metaverse and other projects in 2023.</p><p>The disappointing results from the parent of Facebook, Instagram, and WhatsApp makes three straight weak earnings reports from the tech megacaps, followingresultson Tuesday from both Microsoft (MSFT) and Alphabet (GOOGL). Amazon (AMZN) and Apple (AAPL) report Thursday afternoon.</p><p>Meta posted revenue of $27.7 billion for its third quarter, down 4% from a year ago, up about 2% in constant currency, and essentially in line with Street forecasts. Meta’s guidance had called for revenue of between $26 billion and $28.5 billion. Meta earned $1.64 a share in the quarter, falling well shy of Street consensus at $1.90 a share.</p><p>“While we face near-term challenges on revenue, the fundamentals are there for a return to stronger revenue growth,” CEO Mark Zuckerberg said in a statement. “We’re approaching 2023 with a focus on prioritization and efficiency that will help us navigate the current environment and emerge an even stronger company.”</p><p>The stock slid throughout the afternoon, accelerating during the company’s earnings conference call as Meta provided little comfort to investors about the outlook. As the call neared completion, the stock was down 22% in premarket trading Thursday.</p><p>This has been a rough year for Meta and the company’s shareholders. There is new competition from TikTok and others. There are ongoing ad-targeting issues tied to Apple’s renewed focus on privacy protections for iPhone users as well as disappointing monetization for Reels—all amid the softening global economy. And investors remain largely skeptical about prospects for the metaverse.</p><p>The third-quarter results will do nothing to improve the market’s assessment of the stock, which now has declined about 70% since its November 2021 peak. Among other things, Zuckerberg showed no signs of backing away from the company’s aggressive investment plans for the Metaverse. And there seems to be no sign of improvement in the company’s core advertising business.</p><p>Meta’s outlook for the December quarter calls for revenue of $30 billion to $32.5 billion, at the midpoint of that range it is well short of the Street consensus forecast of $32.4 billion.</p><p>The company said in its earnings press release that it is “making some significant changes” to operate more efficiently, and will hold some teams flat in 2023 in terms of head count, while shrinking others. Meta says it expects 2023 year-end head count to be about flat with Q3 2022 levels.</p><p>Meta now expects 2022 total expenses to be in the $85 billion to $87 billion range, a slight tweak from its previous forecast for $85 billion to $88 billion; the new range includes $900 million in charges for consolidating office facilities.</p><p>Meta projects 2023 expenses in the range of $96 billion to $101 billion, including $2 billion in office consolidation charges. At the midpoint of the range, that would be a 15% hike in expenses. That forecast is likely one reason the stock is getting pummeled—investors have been urging Meta to slash spending.</p><p>In an open letter to CEO Mark Zuckerberg and the Meta board earlier this week, Altimeter Capital COE Brad Gerstner urged Meta to cut staff by 20%, reduce capital spending by $5 billion a year and cap spending on the metaverse to no more than $5 billion annually. Meta doesn’t appear to be following his advice.</p><p>Meta said it expects operating losses from its Reality Labs unit, which include virtual reality headsets and development of the metaverse, to “grow significantly year over year” in 2023. “Beyond 2023, we expect to pace Reality Labs investments such that we can achieve our goal of growing overall company operating income in the long run,” the company said.</p><p>In the quarter, Meta lost $3.7 billion in the Reality Labs unit. The “family of apps” segment—the core social media business—had income from operations of $9.3 billion. Advertising revenue in the quarter was $27.2 billion, down 3.6% from a year earlier.</p><p>Meta said it expects capital spending of $32 billion to $33 billion this year, and $34 billion to $39 billion next year, “driven by our investments in data centers, servers, and network infrastructure.” The range is well above the Street consensus forecast for capital spending for 2023 of $29 billion. The company added that “an increase in AI capacity is driving substantially all of our capital expenditure growth in 2023.”</p><p>On the news, shares of companies viewed as likely beneficiaries of the company’s aggressive spending plan soared in premarket trading Thursday, with Arista Networks(ANET) up 9.1%, Nvidia (NVDA) up 4.9% and Advanced Micro Devices (AMD) up 2.8%.</p></body></html>","source":"lsy1610680873436","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>Meta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech</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\">\nMeta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 20:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/meta-facebook-earnings-stock-price-51666735047?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earnings announcement, as a weak advertising environment took a toll on the social media giant.The stock...</p>\n\n<a href=\"https://www.barrons.com/articles/meta-facebook-earnings-stock-price-51666735047?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","AMD":"美国超微公司","AAPL":"苹果","NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/meta-facebook-earnings-stock-price-51666735047?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178169124","content_text":"Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earnings announcement, as a weak advertising environment took a toll on the social media giant.The stock market carnage suggests that Wall Street is running out of patience with Meta’s (ticker: META) corporate strategy. Investors are clearly dismayed by the company’s plans to aggressively boost spending on the metaverse and other projects in 2023.The disappointing results from the parent of Facebook, Instagram, and WhatsApp makes three straight weak earnings reports from the tech megacaps, followingresultson Tuesday from both Microsoft (MSFT) and Alphabet (GOOGL). Amazon (AMZN) and Apple (AAPL) report Thursday afternoon.Meta posted revenue of $27.7 billion for its third quarter, down 4% from a year ago, up about 2% in constant currency, and essentially in line with Street forecasts. Meta’s guidance had called for revenue of between $26 billion and $28.5 billion. Meta earned $1.64 a share in the quarter, falling well shy of Street consensus at $1.90 a share.“While we face near-term challenges on revenue, the fundamentals are there for a return to stronger revenue growth,” CEO Mark Zuckerberg said in a statement. “We’re approaching 2023 with a focus on prioritization and efficiency that will help us navigate the current environment and emerge an even stronger company.”The stock slid throughout the afternoon, accelerating during the company’s earnings conference call as Meta provided little comfort to investors about the outlook. As the call neared completion, the stock was down 22% in premarket trading Thursday.This has been a rough year for Meta and the company’s shareholders. There is new competition from TikTok and others. There are ongoing ad-targeting issues tied to Apple’s renewed focus on privacy protections for iPhone users as well as disappointing monetization for Reels—all amid the softening global economy. And investors remain largely skeptical about prospects for the metaverse.The third-quarter results will do nothing to improve the market’s assessment of the stock, which now has declined about 70% since its November 2021 peak. Among other things, Zuckerberg showed no signs of backing away from the company’s aggressive investment plans for the Metaverse. And there seems to be no sign of improvement in the company’s core advertising business.Meta’s outlook for the December quarter calls for revenue of $30 billion to $32.5 billion, at the midpoint of that range it is well short of the Street consensus forecast of $32.4 billion.The company said in its earnings press release that it is “making some significant changes” to operate more efficiently, and will hold some teams flat in 2023 in terms of head count, while shrinking others. Meta says it expects 2023 year-end head count to be about flat with Q3 2022 levels.Meta now expects 2022 total expenses to be in the $85 billion to $87 billion range, a slight tweak from its previous forecast for $85 billion to $88 billion; the new range includes $900 million in charges for consolidating office facilities.Meta projects 2023 expenses in the range of $96 billion to $101 billion, including $2 billion in office consolidation charges. At the midpoint of the range, that would be a 15% hike in expenses. That forecast is likely one reason the stock is getting pummeled—investors have been urging Meta to slash spending.In an open letter to CEO Mark Zuckerberg and the Meta board earlier this week, Altimeter Capital COE Brad Gerstner urged Meta to cut staff by 20%, reduce capital spending by $5 billion a year and cap spending on the metaverse to no more than $5 billion annually. Meta doesn’t appear to be following his advice.Meta said it expects operating losses from its Reality Labs unit, which include virtual reality headsets and development of the metaverse, to “grow significantly year over year” in 2023. “Beyond 2023, we expect to pace Reality Labs investments such that we can achieve our goal of growing overall company operating income in the long run,” the company said.In the quarter, Meta lost $3.7 billion in the Reality Labs unit. The “family of apps” segment—the core social media business—had income from operations of $9.3 billion. Advertising revenue in the quarter was $27.2 billion, down 3.6% from a year earlier.Meta said it expects capital spending of $32 billion to $33 billion this year, and $34 billion to $39 billion next year, “driven by our investments in data centers, servers, and network infrastructure.” The range is well above the Street consensus forecast for capital spending for 2023 of $29 billion. The company added that “an increase in AI capacity is driving substantially all of our capital expenditure growth in 2023.”On the news, shares of companies viewed as likely beneficiaries of the company’s aggressive spending plan soared in premarket trading Thursday, with Arista Networks(ANET) up 9.1%, Nvidia (NVDA) up 4.9% and Advanced Micro Devices (AMD) up 2.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907934793,"gmtCreate":1660124213415,"gmtModify":1703478159539,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Good time to buy a good stock when sofbank has to release it","listText":"Good time to buy a good stock when sofbank has to release it","text":"Good time to buy a good stock when sofbank has to release it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907934793","repostId":"1165061119","repostType":2,"repost":{"id":"1165061119","kind":"news","pubTimestamp":1660123500,"share":"https://ttm.financial/m/news/1165061119?lang=&edition=fundamental","pubTime":"2022-08-10 17:25","market":"hk","language":"en","title":"SoftBank Expects $34 Billion Gain From Selling Alibaba Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1165061119","media":"Bloomberg","summary":"SoftBank Group Corp. expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward c","content":"<html><head></head><body><p>SoftBank Group Corp. expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward contracts for Alibaba Group Holding Ltd. stock, a far larger windfall than previously reported.</p><p>The Japanese investment giant said its board approved Wednesday the early physical settlement of prepaid forward contracts corresponding to about 242 million American Depositary Receipts. Its stake in Alibaba would fall to 14.6% from 23.7% as of the end of June after the settlement, SoftBank said in a statement.</p></body></html>","source":"lsy1584095487587","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>SoftBank Expects $34 Billion Gain From Selling Alibaba Shares</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\">\nSoftBank Expects $34 Billion Gain From Selling Alibaba Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 17:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-10/softbank-expects-34-billion-gain-from-selling-alibaba-shares?utm_source=google&utm_medium=bd&cmpId=google><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoftBank Group Corp. expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward contracts for Alibaba Group Holding Ltd. stock, a far larger windfall than previously reported.The ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-10/softbank-expects-34-billion-gain-from-selling-alibaba-shares?utm_source=google&utm_medium=bd&cmpId=google\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","SFTBY":"软银集团"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-10/softbank-expects-34-billion-gain-from-selling-alibaba-shares?utm_source=google&utm_medium=bd&cmpId=google","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165061119","content_text":"SoftBank Group Corp. expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward contracts for Alibaba Group Holding Ltd. stock, a far larger windfall than previously reported.The Japanese investment giant said its board approved Wednesday the early physical settlement of prepaid forward contracts corresponding to about 242 million American Depositary Receipts. Its stake in Alibaba would fall to 14.6% from 23.7% as of the end of June after the settlement, SoftBank said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062521904,"gmtCreate":1652084797808,"gmtModify":1676535026288,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062521904","repostId":"1145113554","repostType":2,"repost":{"id":"1145113554","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":1652084346,"share":"https://ttm.financial/m/news/1145113554?lang=&edition=fundamental","pubTime":"2022-05-09 16:19","market":"us","language":"en","title":"Hot Chinese ADRs Dropped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1145113554","media":"Tiger Newspress","summary":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, NetEase, Pinduoduo, RLX Technology and XPeng slid between 1% and 5%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, DiDi, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Pinduoduo and XPeng slid between 1% and 5%.<img src=\"https://static.tigerbbs.com/e9699e3221b58e0021a7809f090368cd\" tg-width=\"407\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></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>Hot Chinese ADRs Dropped in Premarket 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\">\nHot Chinese ADRs Dropped in Premarket 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\">2022-05-09 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, DiDi, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Pinduoduo and XPeng slid between 1% and 5%.<img src=\"https://static.tigerbbs.com/e9699e3221b58e0021a7809f090368cd\" tg-width=\"407\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145113554","content_text":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, Pinduoduo and XPeng slid between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097693265,"gmtCreate":1645427484478,"gmtModify":1676534027130,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>US market down then all stocks down. US market up then all is up. Good buy for Baba 9988. Surely that it will up 10-20% within a few days. HK requests&nbsp;buy a bunch of 100 share or else I would like to buy. Will save some cash for HK in future.&nbsp;Good luck to all.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>US market down then all stocks down. US market up then all is up. Good buy for Baba 9988. Surely that it will up 10-20% within a few days. HK requests&nbsp;buy a bunch of 100 share or else I would like to buy. Will save some cash for HK in future.&nbsp;Good luck to all.&nbsp;","text":"$Alibaba(09988)$US market down then all stocks down. US market up then all is up. Good buy for Baba 9988. Surely that it will up 10-20% within a few days. HK requests buy a bunch of 100 share or else I would like to buy. Will save some cash for HK in future. Good luck to all.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097693265","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}