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06-30

Why not 6000$!

SanDisk Soars over 5% as Bernstein Doubles Price Target to $3,000 on Long-Term Agreement Benefits

2025-02-02

😂😂😂

DeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next

05-19

fuck citi

Sandisk Stock Can Rise Another 52%, Says Citi. Why Investors Should Buy

2025-01-13

So stupid.

Europe’s Largest Pension Fund Sold Tesla Stake Over Musk’s Pay

Go to Tiger App to see more news

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not 6000$!","listText":"Why not 6000$!","text":"Why not 6000$!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/580803130720416","repostId":"2647555193","repostType":2,"repost":{"id":"2647555193","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1782826771,"share":"https://ttm.financial/m/news/2647555193?lang=en_US&edition=fundamental","pubTime":"2026-06-30 21:39","market":"us","language":"en","title":"SanDisk Soars over 5% as Bernstein Doubles Price Target to $3,000 on Long-Term Agreement Benefits","url":"https://stock-news.laohu8.com/highlight/detail?id=2647555193","media":"Benzinga","summary":"Bernstein raises SNDK target to $3,000. See why SanDisk&#39;s dynamic contracts beat Micron (MU) with superior protection as &#39;AI equals memory.&#39;","content":"<html><head></head><body><p style=\"text-align: left;\">As the tech sector embraces the reality that ‘AI equals memory,’ a new Bernstein research note reveals why <strong><a href=\"https://laohu8.com/S/SNDK\">SanDisk</a></strong> holds a distinct edge over <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> </strong>through its uniquely structured, “dynamic” long-term contracts.</p><p style=\"text-align: left;\">SanDisk stock rose 5.52% on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4cf37e1ff6ad04bf92324b089a073ee6\" data-align=\"center\" tg-width=\"723\" tg-height=\"615\"/><span></span></p><h4 style=\"text-align: left;\"><strong>The Shift To Memory</strong></h4><p style=\"text-align: left;\">As the artificial intelligence boom transitions from raw computing power to data architecture, memory has transformed into a “strategic asset,” according to Micron CEO <strong>Sanjay Mehrotra</strong>.</p><p style=\"text-align: left;\">This narrative is championed by KAIST professor <strong>Kim Jung-ho</strong>, who coined the core phrase “AI equals memory.” Building on this,<strong> Jordi Visser</strong>, head of AI macro nexus at 22V Research, argues that while compute drove the training era, memory now provides essential context for millions of parallel AI agents.</p><p style=\"text-align: left;\">This structural shift has supercharged demand, with Micron recently forecasting a massive $50 billion fiscal fourth quarter. However, a major “misconception” remains regarding how memory giants protect earnings during cyclical downturns, leading Wall Street to misprice long-term stability.</p><h4 style=\"text-align: left;\"><strong>The ‘Dynamic’ Contract Edge</strong></h4><p style=\"text-align: left;\">Addressing this gap, Bernstein raised SNDK’s price target to $3,000, projecting an upside of over 46.31% from the current levels. The upgrade hinges on SanDisk’s newly signed long-term agreements (LTAs), which offer “real downside protection” that the broader market fails to understand.</p><p style=\"text-align: left;\">While Micron utilizes rigid, mostly five-year contracts, SanDisk’s three-to-five-year LTAs are uniquely “dynamic.” As revenue is recognized over time, the remaining contract value declines.</p><p style=\"text-align: left;\">Consequently, the same financial guarantee covers a progressively smaller remaining obligation, effectively strengthening protection in the later years, or the “tail of the contract.”</p><h2 style=\"text-align: left;\"><strong>Safeguarding The Floor</strong></h2><p style=\"text-align: left;\">This structural nuance gives SanDisk a significantly higher floor price of “$0.29/GB” compared to Micron. In a worst-case scenario where pricing collapses worse than in 2010 and customers walk away, Bernstein projects SNDK’s FY30 EPS will still hold at $214 despite a 72% peak-to-trough ASP “decline.”</p><p style=\"text-align: left;\">Without these LTAs, EPS would plummet to just $81. By increasing SNDK’s FY27 and FY28 base-case EPS estimates to $243 and $272, Bernstein demonstrates that SanDisk’s superior contract mechanics give it the definitive edge in the compounding AI memory race.</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>SanDisk Soars over 5% as Bernstein Doubles Price Target to $3,000 on Long-Term Agreement Benefits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanDisk Soars over 5% as Bernstein Doubles Price Target to $3,000 on Long-Term Agreement Benefits\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-06-30 21:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">As the tech sector embraces the reality that ‘AI equals memory,’ a new Bernstein research note reveals why <strong><a href=\"https://laohu8.com/S/SNDK\">SanDisk</a></strong> holds a distinct edge over <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> </strong>through its uniquely structured, “dynamic” long-term contracts.</p><p style=\"text-align: left;\">SanDisk stock rose 5.52% on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4cf37e1ff6ad04bf92324b089a073ee6\" data-align=\"center\" tg-width=\"723\" tg-height=\"615\"/><span></span></p><h4 style=\"text-align: left;\"><strong>The Shift To Memory</strong></h4><p style=\"text-align: left;\">As the artificial intelligence boom transitions from raw computing power to data architecture, memory has transformed into a “strategic asset,” according to Micron CEO <strong>Sanjay Mehrotra</strong>.</p><p style=\"text-align: left;\">This narrative is championed by KAIST professor <strong>Kim Jung-ho</strong>, who coined the core phrase “AI equals memory.” Building on this,<strong> Jordi Visser</strong>, head of AI macro nexus at 22V Research, argues that while compute drove the training era, memory now provides essential context for millions of parallel AI agents.</p><p style=\"text-align: left;\">This structural shift has supercharged demand, with Micron recently forecasting a massive $50 billion fiscal fourth quarter. However, a major “misconception” remains regarding how memory giants protect earnings during cyclical downturns, leading Wall Street to misprice long-term stability.</p><h4 style=\"text-align: left;\"><strong>The ‘Dynamic’ Contract Edge</strong></h4><p style=\"text-align: left;\">Addressing this gap, Bernstein raised SNDK’s price target to $3,000, projecting an upside of over 46.31% from the current levels. The upgrade hinges on SanDisk’s newly signed long-term agreements (LTAs), which offer “real downside protection” that the broader market fails to understand.</p><p style=\"text-align: left;\">While Micron utilizes rigid, mostly five-year contracts, SanDisk’s three-to-five-year LTAs are uniquely “dynamic.” As revenue is recognized over time, the remaining contract value declines.</p><p style=\"text-align: left;\">Consequently, the same financial guarantee covers a progressively smaller remaining obligation, effectively strengthening protection in the later years, or the “tail of the contract.”</p><h2 style=\"text-align: left;\"><strong>Safeguarding The Floor</strong></h2><p style=\"text-align: left;\">This structural nuance gives SanDisk a significantly higher floor price of “$0.29/GB” compared to Micron. In a worst-case scenario where pricing collapses worse than in 2010 and customers walk away, Bernstein projects SNDK’s FY30 EPS will still hold at $214 despite a 72% peak-to-trough ASP “decline.”</p><p style=\"text-align: left;\">Without these LTAs, EPS would plummet to just $81. By increasing SNDK’s FY27 and FY28 base-case EPS estimates to $243 and $272, Bernstein demonstrates that SanDisk’s superior contract mechanics give it the definitive edge in the compounding AI memory race.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4585":"ETF&股票定投概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0238689110.USD":"贝莱德环球动力股票基金","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4588":"碎股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","SNDK":"闪迪","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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However, a major “misconception” remains regarding how memory giants protect earnings during cyclical downturns, leading Wall Street to misprice long-term stability.The ‘Dynamic’ Contract EdgeAddressing this gap, Bernstein raised SNDK’s price target to $3,000, projecting an upside of over 46.31% from the current levels. The upgrade hinges on SanDisk’s newly signed long-term agreements (LTAs), which offer “real downside protection” that the broader market fails to understand.While Micron utilizes rigid, mostly five-year contracts, SanDisk’s three-to-five-year LTAs are uniquely “dynamic.” As revenue is recognized over time, the remaining contract value declines.Consequently, the same financial guarantee covers a progressively smaller remaining obligation, effectively strengthening protection in the later years, or the “tail of the contract.”Safeguarding The FloorThis structural nuance gives SanDisk a significantly higher floor price of “$0.29/GB” compared to Micron. In a worst-case scenario where pricing collapses worse than in 2010 and customers walk away, Bernstein projects SNDK’s FY30 EPS will still hold at $214 despite a 72% peak-to-trough ASP “decline.”Without these LTAs, EPS would plummet to just $81. By increasing SNDK’s FY27 and FY28 base-case EPS estimates to $243 and $272, Bernstein demonstrates that SanDisk’s superior contract mechanics give it the definitive edge in the compounding AI memory race.","news_type":1,"symbols_score_info":{"SNXX":0.6,"SNDK":1.96,"SNDU":0.6}},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565913347572216,"gmtCreate":1779195644928,"gmtModify":1779196036649,"author":{"id":"4126094631385442","authorId":"4126094631385442","name":"jerry777","avatar":"https://community-static.tradeup.com/news/a5d2cf979b38479624e461ede31a9c15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126094631385442","authorIdStr":"4126094631385442"},"themes":[],"title":"","htmlText":"fuck citi","listText":"fuck citi","text":"fuck citi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565913347572216","repostId":"2636856202","repostType":2,"repost":{"id":"2636856202","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1779195426,"share":"https://ttm.financial/m/news/2636856202?lang=en_US&edition=fundamental","pubTime":"2026-05-19 20:57","market":"sh","language":"en","title":"Sandisk Stock Can Rise Another 52%, Says Citi. Why Investors Should Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2636856202","media":"Dow Jones","summary":"$Sandisk(SNDK)$ stock can continue its historic run as memory shortages persist and share buybacks pick up, according to Citi Research.The firm reiterated a Buy rating on the the flash memory...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SNDK\">Sandisk</a> stock can continue its historic run as memory shortages persist and share buybacks pick up, according to Citi Research.</p><p>The firm reiterated a Buy rating on the the flash memory supplier and boosted its price target to $2,025 from $1,300 in a research note Tuesday. That would represent 52% growth from Sandisk&#39;s closing price Monday of $1,333.01.</p><p>Sandisk has soared an astounding 3,218% over the last 12 months as its solid-state drives, or eSSDs, have become a crucial component in artificial-intelligence data centers.</p><p>&#34;We remain constructive on a highly favorable [supply-demand] environment with clear indications of persistence with customer demand conversations through [2030],&#34; wrote Citi analyst Asiya Merchant.</p><p>A strong earnings report last week from Japanese competitor Kioxia Holdings reinforced that view. Kioxia reported a roughly 85% quarter-over-quarter jump in revenue and guided for 75% sequential growth in the current period. The results beat Wall Street&#39;s estimates, Citi noted.</p><p>Buybacks are another factor working in shareholders&#39; favor. Sandisk announced a $6 billion share repurchase authorization last quarter, representing around 3% of its current market capitalization. Citi expects that number to rise given the company&#39;s growing free cash flow.</p><p>For every 1% reduction in share count, Citi estimates a $2 jump in earnings per share. Buybacks aren&#39;t currently factored into its model. In other words, that $2,025 price target may not be telling the full story.</p><p>Even with Sandisk&#39;s astronomical rise over the last year, most analysts agree with Citi. Of the 26 firms polled by FactSet, 20 rate the stock a Buy and just 1 rates it a Sell. Citi is the fifth firm to assign a price target of $2,000 or higher.</p><p>Sandisk was down 3.4% to $1,288.20 in premarket trading Tuesday as investors rotated out of hardware stocks. Fellow memory player Micron Technology declined 2.5%. Data-storage duo Seagate Technology and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> -- Sandisk&#39;s former parent company -- dropped 3.2% and 3.7%, respectively.</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>Sandisk Stock Can Rise Another 52%, Says Citi. Why Investors Should Buy</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\">\nSandisk Stock Can Rise Another 52%, Says Citi. Why Investors Should Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-19 20:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SNDK\">Sandisk</a> stock can continue its historic run as memory shortages persist and share buybacks pick up, according to Citi Research.</p><p>The firm reiterated a Buy rating on the the flash memory supplier and boosted its price target to $2,025 from $1,300 in a research note Tuesday. That would represent 52% growth from Sandisk&#39;s closing price Monday of $1,333.01.</p><p>Sandisk has soared an astounding 3,218% over the last 12 months as its solid-state drives, or eSSDs, have become a crucial component in artificial-intelligence data centers.</p><p>&#34;We remain constructive on a highly favorable [supply-demand] environment with clear indications of persistence with customer demand conversations through [2030],&#34; wrote Citi analyst Asiya Merchant.</p><p>A strong earnings report last week from Japanese competitor Kioxia Holdings reinforced that view. Kioxia reported a roughly 85% quarter-over-quarter jump in revenue and guided for 75% sequential growth in the current period. The results beat Wall Street&#39;s estimates, Citi noted.</p><p>Buybacks are another factor working in shareholders&#39; favor. Sandisk announced a $6 billion share repurchase authorization last quarter, representing around 3% of its current market capitalization. Citi expects that number to rise given the company&#39;s growing free cash flow.</p><p>For every 1% reduction in share count, Citi estimates a $2 jump in earnings per share. Buybacks aren&#39;t currently factored into its model. In other words, that $2,025 price target may not be telling the full story.</p><p>Even with Sandisk&#39;s astronomical rise over the last year, most analysts agree with Citi. Of the 26 firms polled by FactSet, 20 rate the stock a Buy and just 1 rates it a Sell. Citi is the fifth firm to assign a price target of $2,000 or higher.</p><p>Sandisk was down 3.4% to $1,288.20 in premarket trading Tuesday as investors rotated out of hardware stocks. Fellow memory player Micron Technology declined 2.5%. Data-storage duo Seagate Technology and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> -- Sandisk&#39;s former parent company -- dropped 3.2% and 3.7%, respectively.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4554":"元宇宙及AR概念","LU1046421795.USD":"富达环球科技A-ACC","BK4553":"喜马拉雅资本持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","BK4588":"碎股","BK4170":"电脑硬件、储存设备及电脑周边","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","MUU":"2倍做多MU ETF-Direxion","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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That would represent 52% growth from Sandisk's closing price Monday of $1,333.01.Sandisk has soared an astounding 3,218% over the last 12 months as its solid-state drives, or eSSDs, have become a crucial component in artificial-intelligence data centers.\"We remain constructive on a highly favorable [supply-demand] environment with clear indications of persistence with customer demand conversations through [2030],\" wrote Citi analyst Asiya Merchant.A strong earnings report last week from Japanese competitor Kioxia Holdings reinforced that view. Kioxia reported a roughly 85% quarter-over-quarter jump in revenue and guided for 75% sequential growth in the current period. The results beat Wall Street's estimates, Citi noted.Buybacks are another factor working in shareholders' favor. Sandisk announced a $6 billion share repurchase authorization last quarter, representing around 3% of its current market capitalization. Citi expects that number to rise given the company's growing free cash flow.For every 1% reduction in share count, Citi estimates a $2 jump in earnings per share. Buybacks aren't currently factored into its model. In other words, that $2,025 price target may not be telling the full story.Even with Sandisk's astronomical rise over the last year, most analysts agree with Citi. Of the 26 firms polled by FactSet, 20 rate the stock a Buy and just 1 rates it a Sell. Citi is the fifth firm to assign a price target of $2,000 or higher.Sandisk was down 3.4% to $1,288.20 in premarket trading Tuesday as investors rotated out of hardware stocks. Fellow memory player Micron Technology declined 2.5%. Data-storage duo Seagate Technology and Western Digital -- Sandisk's former parent company -- dropped 3.2% and 3.7%, respectively.","news_type":1,"symbols_score_info":{"SNXX":0.6,"MULL":0.6,"SNDK":1.98,"MUD":0.6,"MUU":0.6,"WDCX":0.6,"SNDU":0.6}},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399253699944960,"gmtCreate":1738499459352,"gmtModify":1738499470134,"author":{"id":"4126094631385442","authorId":"4126094631385442","name":"jerry777","avatar":"https://community-static.tradeup.com/news/a5d2cf979b38479624e461ede31a9c15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126094631385442","authorIdStr":"4126094631385442"},"themes":[],"title":"","htmlText":"😂😂😂","listText":"😂😂😂","text":"😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399253699944960","repostId":"2508791872","repostType":2,"repost":{"id":"2508791872","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":1738491408,"share":"https://ttm.financial/m/news/2508791872?lang=en_US&edition=fundamental","pubTime":"2025-02-02 18:16","market":"sh","language":"en","title":"DeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2508791872","media":"Dow Jones","summary":"The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it's ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.Such is the power -- and vulnerability -- of being on the cutting edge.The new R1 artificial-intelligence model from China's DeepSeek has comparable performance to some of the world's best models, and seemingly comes at a lower price to train and run in the cloud.There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1's creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.It's the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local ","content":"<html><head></head><body><p>The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it&#39;s ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.</p><p>Such is the power -- and vulnerability -- of being on the cutting edge.</p><p>The new R1 artificial-intelligence model from China&#39;s DeepSeek has comparable performance to some of the world&#39;s best models, and seemingly comes at a lower price to train and run in the cloud.</p><p>There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1&#39;s creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.</p><p>If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.</p><p>Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.</p><p>Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.</p><p>Investors spent most of the week wondering what happens if all that spending goes for naught.</p><p>Here&#39;s our breakdown of what DeepSeek means for the Mag 7:</p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> </p><p>Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company&#39;s reticence to spend could now prove prescient.</p><p>&#34;I think innovation that drives efficiency is a good thing,&#34; Apple CEO Tim Cook told investors about DeepSeek on the company&#39;s earnings call this past week. &#34;That&#39;s what you see in that model. Our tight integration of silicon and software will continue to serve us very well.&#34;</p><p>Cook defended its more parsimonious AI strategy, saying Apple has taken a &#34;prudent&#34; approach to capital expenditures for a reason.</p><p>If DeepSeek&#39;s optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it&#39;s a win for Apple and a loss for the larger cloud platforms.</p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> </p><p>It&#39;s the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.</p><p>Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company&#39;s earnings call.</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> </p><p>No one has benefited from the AI trade more than Nvidia, so it isn&#39;t a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek&#39;s suddenly efficient AI raised concerns that Nvidia&#39;s big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.</p><p>Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.</p><p>But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology&#39;s efficiency tend to increase consumption rather than lower it. </p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </p><p>DeepSeek could also be positive for Tesla. As the company&#39;s disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it&#39;s viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.</p><p>&#34;While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,&#34; Jonas wrote.</p><p>Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk&#39;s xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won&#39;t mind cheaper AI.</p><p>The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn&#39;t come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower.</p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>,  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> </p><p>That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.</p><p>Microsoft&#39;s cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft&#39;s AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quickly</p><p>Revenue from Alphabet&#39;s Google&#39;s cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.</p><p>Meta is in a similar place, with most of its revenue from ads. It&#39;s unique within the Mag Seven in that it&#39;s spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It&#39;s a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.</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>DeepSeek Took a Bite Out of the Mag 7. Here's What Happens 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\">\nDeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next\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\">2025-02-02 18:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it&#39;s ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.</p><p>Such is the power -- and vulnerability -- of being on the cutting edge.</p><p>The new R1 artificial-intelligence model from China&#39;s DeepSeek has comparable performance to some of the world&#39;s best models, and seemingly comes at a lower price to train and run in the cloud.</p><p>There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1&#39;s creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.</p><p>If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.</p><p>Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.</p><p>Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.</p><p>Investors spent most of the week wondering what happens if all that spending goes for naught.</p><p>Here&#39;s our breakdown of what DeepSeek means for the Mag 7:</p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> </p><p>Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company&#39;s reticence to spend could now prove prescient.</p><p>&#34;I think innovation that drives efficiency is a good thing,&#34; Apple CEO Tim Cook told investors about DeepSeek on the company&#39;s earnings call this past week. &#34;That&#39;s what you see in that model. Our tight integration of silicon and software will continue to serve us very well.&#34;</p><p>Cook defended its more parsimonious AI strategy, saying Apple has taken a &#34;prudent&#34; approach to capital expenditures for a reason.</p><p>If DeepSeek&#39;s optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it&#39;s a win for Apple and a loss for the larger cloud platforms.</p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> </p><p>It&#39;s the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.</p><p>Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company&#39;s earnings call.</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> </p><p>No one has benefited from the AI trade more than Nvidia, so it isn&#39;t a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek&#39;s suddenly efficient AI raised concerns that Nvidia&#39;s big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.</p><p>Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.</p><p>But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology&#39;s efficiency tend to increase consumption rather than lower it. </p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </p><p>DeepSeek could also be positive for Tesla. As the company&#39;s disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it&#39;s viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.</p><p>&#34;While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,&#34; Jonas wrote.</p><p>Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk&#39;s xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won&#39;t mind cheaper AI.</p><p>The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn&#39;t come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower.</p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>,  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> </p><p>That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.</p><p>Microsoft&#39;s cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft&#39;s AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quickly</p><p>Revenue from Alphabet&#39;s Google&#39;s cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.</p><p>Meta is in a similar place, with most of its revenue from ads. It&#39;s unique within the Mag Seven in that it&#39;s spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It&#39;s a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","NVDA":"英伟达","TSLA":"特斯拉","MSFT":"微软"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508791872","content_text":"The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it's ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.Such is the power -- and vulnerability -- of being on the cutting edge.The new R1 artificial-intelligence model from China's DeepSeek has comparable performance to some of the world's best models, and seemingly comes at a lower price to train and run in the cloud.There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1's creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.Investors spent most of the week wondering what happens if all that spending goes for naught.Here's our breakdown of what DeepSeek means for the Mag 7: Apple Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company's reticence to spend could now prove prescient.\"I think innovation that drives efficiency is a good thing,\" Apple CEO Tim Cook told investors about DeepSeek on the company's earnings call this past week. \"That's what you see in that model. Our tight integration of silicon and software will continue to serve us very well.\"Cook defended its more parsimonious AI strategy, saying Apple has taken a \"prudent\" approach to capital expenditures for a reason.If DeepSeek's optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it's a win for Apple and a loss for the larger cloud platforms. Amazon.com It's the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company's earnings call. NVIDIA No one has benefited from the AI trade more than Nvidia, so it isn't a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek's suddenly efficient AI raised concerns that Nvidia's big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology's efficiency tend to increase consumption rather than lower it.  Tesla Motors DeepSeek could also be positive for Tesla. As the company's disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it's viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.\"While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,\" Jonas wrote.Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk's xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won't mind cheaper AI.The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn't come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower. Microsoft,  Alphabet, and  Meta Platforms, Inc. That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.Microsoft's cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft's AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quicklyRevenue from Alphabet's Google's cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.Meta is in a similar place, with most of its revenue from ads. It's unique within the Mag Seven in that it's spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It's a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.","news_type":1,"symbols_score_info":{"MSFT":0.9,"NVDA":0.9,"TSLA":0.9,"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392071337480376,"gmtCreate":1736726506262,"gmtModify":1736732553089,"author":{"id":"4126094631385442","authorId":"4126094631385442","name":"jerry777","avatar":"https://community-static.tradeup.com/news/a5d2cf979b38479624e461ede31a9c15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126094631385442","authorIdStr":"4126094631385442"},"themes":[],"title":"","htmlText":"So stupid.","listText":"So stupid.","text":"So stupid.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392071337480376","repostId":"2503318543","repostType":2,"repost":{"id":"2503318543","kind":"highlight","pubTimestamp":1736724997,"share":"https://ttm.financial/m/news/2503318543?lang=en_US&edition=fundamental","pubTime":"2025-01-13 07:36","market":"us","language":"en","title":"Europe’s Largest Pension Fund Sold Tesla Stake Over Musk’s Pay","url":"https://stock-news.laohu8.com/highlight/detail?id=2503318543","media":"Bloomberg","summary":" -- Europe’s largest pension fund sold its entire 571 million  stake in Tesla Inc. in the third quarter partly due to disagreement with Elon Musk’s remuneration package.“We had a problem” with Musk’s pay package, a spokesperson for Stichting Pensioenfonds ABP said Sunday. The fund also considered costs, return and responsible investment requirements in its decision to sell its investment.The news was first reported by Dutch newspaper Het Financieele Dagblad, which also cited poor working conditions at the company among ABP’s reasons to ditch Tesla.Last month, Musk’s record-setting Tesla pay package was struck down once again by a Delaware judge even after shareholders backed the amounts and Musk asked her to reconsider. The stock options package was initially worth $2.6 billion and spiked to $56 billion by the time the judge canceled it.In June, ABP voted against the pay package, calling it “controversial and exceptionally high.”","content":"<div>\n<p>(Bloomberg) -- Europe’s largest pension fund sold its entire €571 million ($585 million) stake in Tesla Inc. in the third quarter partly due to disagreement with Elon Musk’s remuneration package.“We ...</p>\n\n<a href=\"https://finance.yahoo.com/news/europe-largest-pension-fund-sold-204323433.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","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>Europe’s Largest Pension Fund Sold Tesla Stake Over Musk’s Pay</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\">\nEurope’s Largest Pension Fund Sold Tesla Stake Over Musk’s Pay\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-13 07:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/europe-largest-pension-fund-sold-204323433.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Europe’s largest pension fund sold its entire €571 million ($585 million) stake in Tesla Inc. in the third quarter partly due to disagreement with Elon Musk’s remuneration package.“We ...</p>\n\n<a href=\"https://finance.yahoo.com/news/europe-largest-pension-fund-sold-204323433.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSYW.SI":"TESLA 3xLongSG261006","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4574":"无人驾驶","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLL":"2倍做多TSLA ETF-Direxion","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","BK4516":"特朗普概念","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC"},"source_url":"https://finance.yahoo.com/news/europe-largest-pension-fund-sold-204323433.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2503318543","content_text":"(Bloomberg) -- Europe’s largest pension fund sold its entire €571 million ($585 million) stake in Tesla Inc. in the third quarter partly due to disagreement with Elon Musk’s remuneration package.“We had a problem” with Musk’s pay package, a spokesperson for Stichting Pensioenfonds ABP said Sunday. The fund also considered costs, return and responsible investment requirements in its decision to sell its investment.The news was first reported by Dutch newspaper Het Financieele Dagblad, which also cited poor working conditions at the company among ABP’s reasons to ditch Tesla. Last month, Musk’s record-setting Tesla pay package was struck down once again by a Delaware judge even after shareholders backed the amounts and Musk asked her to reconsider. The stock options package was initially worth $2.6 billion and spiked to $56 billion by the time the judge canceled it. In June, ABP voted against the pay package, calling it “controversial and exceptionally high.”","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":3079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":580803130720416,"gmtCreate":1782826974312,"gmtModify":1782827165397,"author":{"id":"4126094631385442","authorId":"4126094631385442","name":"jerry777","avatar":"https://community-static.tradeup.com/news/a5d2cf979b38479624e461ede31a9c15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126094631385442","idStr":"4126094631385442"},"themes":[],"title":"","htmlText":"Why not 6000$!","listText":"Why not 6000$!","text":"Why not 6000$!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/580803130720416","repostId":"2647555193","repostType":2,"repost":{"id":"2647555193","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1782826771,"share":"https://ttm.financial/m/news/2647555193?lang=en_US&edition=fundamental","pubTime":"2026-06-30 21:39","market":"us","language":"en","title":"SanDisk Soars over 5% as Bernstein Doubles Price Target to $3,000 on Long-Term Agreement Benefits","url":"https://stock-news.laohu8.com/highlight/detail?id=2647555193","media":"Benzinga","summary":"Bernstein raises SNDK target to $3,000. See why SanDisk&#39;s dynamic contracts beat Micron (MU) with superior protection as &#39;AI equals memory.&#39;","content":"<html><head></head><body><p style=\"text-align: left;\">As the tech sector embraces the reality that ‘AI equals memory,’ a new Bernstein research note reveals why <strong><a href=\"https://laohu8.com/S/SNDK\">SanDisk</a></strong> holds a distinct edge over <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> </strong>through its uniquely structured, “dynamic” long-term contracts.</p><p style=\"text-align: left;\">SanDisk stock rose 5.52% on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4cf37e1ff6ad04bf92324b089a073ee6\" data-align=\"center\" tg-width=\"723\" tg-height=\"615\"/><span></span></p><h4 style=\"text-align: left;\"><strong>The Shift To Memory</strong></h4><p style=\"text-align: left;\">As the artificial intelligence boom transitions from raw computing power to data architecture, memory has transformed into a “strategic asset,” according to Micron CEO <strong>Sanjay Mehrotra</strong>.</p><p style=\"text-align: left;\">This narrative is championed by KAIST professor <strong>Kim Jung-ho</strong>, who coined the core phrase “AI equals memory.” Building on this,<strong> Jordi Visser</strong>, head of AI macro nexus at 22V Research, argues that while compute drove the training era, memory now provides essential context for millions of parallel AI agents.</p><p style=\"text-align: left;\">This structural shift has supercharged demand, with Micron recently forecasting a massive $50 billion fiscal fourth quarter. However, a major “misconception” remains regarding how memory giants protect earnings during cyclical downturns, leading Wall Street to misprice long-term stability.</p><h4 style=\"text-align: left;\"><strong>The ‘Dynamic’ Contract Edge</strong></h4><p style=\"text-align: left;\">Addressing this gap, Bernstein raised SNDK’s price target to $3,000, projecting an upside of over 46.31% from the current levels. The upgrade hinges on SanDisk’s newly signed long-term agreements (LTAs), which offer “real downside protection” that the broader market fails to understand.</p><p style=\"text-align: left;\">While Micron utilizes rigid, mostly five-year contracts, SanDisk’s three-to-five-year LTAs are uniquely “dynamic.” As revenue is recognized over time, the remaining contract value declines.</p><p style=\"text-align: left;\">Consequently, the same financial guarantee covers a progressively smaller remaining obligation, effectively strengthening protection in the later years, or the “tail of the contract.”</p><h2 style=\"text-align: left;\"><strong>Safeguarding The Floor</strong></h2><p style=\"text-align: left;\">This structural nuance gives SanDisk a significantly higher floor price of “$0.29/GB” compared to Micron. In a worst-case scenario where pricing collapses worse than in 2010 and customers walk away, Bernstein projects SNDK’s FY30 EPS will still hold at $214 despite a 72% peak-to-trough ASP “decline.”</p><p style=\"text-align: left;\">Without these LTAs, EPS would plummet to just $81. By increasing SNDK’s FY27 and FY28 base-case EPS estimates to $243 and $272, Bernstein demonstrates that SanDisk’s superior contract mechanics give it the definitive edge in the compounding AI memory race.</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>SanDisk Soars over 5% as Bernstein Doubles Price Target to $3,000 on Long-Term Agreement Benefits</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\">\nSanDisk Soars over 5% as Bernstein Doubles Price Target to $3,000 on Long-Term Agreement Benefits\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-06-30 21:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">As the tech sector embraces the reality that ‘AI equals memory,’ a new Bernstein research note reveals why <strong><a href=\"https://laohu8.com/S/SNDK\">SanDisk</a></strong> holds a distinct edge over <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> </strong>through its uniquely structured, “dynamic” long-term contracts.</p><p style=\"text-align: left;\">SanDisk stock rose 5.52% on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4cf37e1ff6ad04bf92324b089a073ee6\" data-align=\"center\" tg-width=\"723\" tg-height=\"615\"/><span></span></p><h4 style=\"text-align: left;\"><strong>The Shift To Memory</strong></h4><p style=\"text-align: left;\">As the artificial intelligence boom transitions from raw computing power to data architecture, memory has transformed into a “strategic asset,” according to Micron CEO <strong>Sanjay Mehrotra</strong>.</p><p style=\"text-align: left;\">This narrative is championed by KAIST professor <strong>Kim Jung-ho</strong>, who coined the core phrase “AI equals memory.” Building on this,<strong> Jordi Visser</strong>, head of AI macro nexus at 22V Research, argues that while compute drove the training era, memory now provides essential context for millions of parallel AI agents.</p><p style=\"text-align: left;\">This structural shift has supercharged demand, with Micron recently forecasting a massive $50 billion fiscal fourth quarter. However, a major “misconception” remains regarding how memory giants protect earnings during cyclical downturns, leading Wall Street to misprice long-term stability.</p><h4 style=\"text-align: left;\"><strong>The ‘Dynamic’ Contract Edge</strong></h4><p style=\"text-align: left;\">Addressing this gap, Bernstein raised SNDK’s price target to $3,000, projecting an upside of over 46.31% from the current levels. The upgrade hinges on SanDisk’s newly signed long-term agreements (LTAs), which offer “real downside protection” that the broader market fails to understand.</p><p style=\"text-align: left;\">While Micron utilizes rigid, mostly five-year contracts, SanDisk’s three-to-five-year LTAs are uniquely “dynamic.” As revenue is recognized over time, the remaining contract value declines.</p><p style=\"text-align: left;\">Consequently, the same financial guarantee covers a progressively smaller remaining obligation, effectively strengthening protection in the later years, or the “tail of the contract.”</p><h2 style=\"text-align: left;\"><strong>Safeguarding The Floor</strong></h2><p style=\"text-align: left;\">This structural nuance gives SanDisk a significantly higher floor price of “$0.29/GB” compared to Micron. In a worst-case scenario where pricing collapses worse than in 2010 and customers walk away, Bernstein projects SNDK’s FY30 EPS will still hold at $214 despite a 72% peak-to-trough ASP “decline.”</p><p style=\"text-align: left;\">Without these LTAs, EPS would plummet to just $81. By increasing SNDK’s FY27 and FY28 base-case EPS estimates to $243 and $272, Bernstein demonstrates that SanDisk’s superior contract mechanics give it the definitive edge in the compounding AI memory race.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4585":"ETF&股票定投概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0238689110.USD":"贝莱德环球动力股票基金","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4588":"碎股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","SNDK":"闪迪","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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However, a major “misconception” remains regarding how memory giants protect earnings during cyclical downturns, leading Wall Street to misprice long-term stability.The ‘Dynamic’ Contract EdgeAddressing this gap, Bernstein raised SNDK’s price target to $3,000, projecting an upside of over 46.31% from the current levels. The upgrade hinges on SanDisk’s newly signed long-term agreements (LTAs), which offer “real downside protection” that the broader market fails to understand.While Micron utilizes rigid, mostly five-year contracts, SanDisk’s three-to-five-year LTAs are uniquely “dynamic.” As revenue is recognized over time, the remaining contract value declines.Consequently, the same financial guarantee covers a progressively smaller remaining obligation, effectively strengthening protection in the later years, or the “tail of the contract.”Safeguarding The FloorThis structural nuance gives SanDisk a significantly higher floor price of “$0.29/GB” compared to Micron. In a worst-case scenario where pricing collapses worse than in 2010 and customers walk away, Bernstein projects SNDK’s FY30 EPS will still hold at $214 despite a 72% peak-to-trough ASP “decline.”Without these LTAs, EPS would plummet to just $81. By increasing SNDK’s FY27 and FY28 base-case EPS estimates to $243 and $272, Bernstein demonstrates that SanDisk’s superior contract mechanics give it the definitive edge in the compounding AI memory race.","news_type":1,"symbols_score_info":{"SNXX":0.6,"SNDK":1.96,"SNDU":0.6}},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399253699944960,"gmtCreate":1738499459352,"gmtModify":1738499470134,"author":{"id":"4126094631385442","authorId":"4126094631385442","name":"jerry777","avatar":"https://community-static.tradeup.com/news/a5d2cf979b38479624e461ede31a9c15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126094631385442","idStr":"4126094631385442"},"themes":[],"title":"","htmlText":"😂😂😂","listText":"😂😂😂","text":"😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399253699944960","repostId":"2508791872","repostType":2,"repost":{"id":"2508791872","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":1738491408,"share":"https://ttm.financial/m/news/2508791872?lang=en_US&edition=fundamental","pubTime":"2025-02-02 18:16","market":"sh","language":"en","title":"DeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2508791872","media":"Dow Jones","summary":"The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it's ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.Such is the power -- and vulnerability -- of being on the cutting edge.The new R1 artificial-intelligence model from China's DeepSeek has comparable performance to some of the world's best models, and seemingly comes at a lower price to train and run in the cloud.There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1's creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.It's the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local ","content":"<html><head></head><body><p>The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it&#39;s ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.</p><p>Such is the power -- and vulnerability -- of being on the cutting edge.</p><p>The new R1 artificial-intelligence model from China&#39;s DeepSeek has comparable performance to some of the world&#39;s best models, and seemingly comes at a lower price to train and run in the cloud.</p><p>There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1&#39;s creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.</p><p>If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.</p><p>Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.</p><p>Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.</p><p>Investors spent most of the week wondering what happens if all that spending goes for naught.</p><p>Here&#39;s our breakdown of what DeepSeek means for the Mag 7:</p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> </p><p>Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company&#39;s reticence to spend could now prove prescient.</p><p>&#34;I think innovation that drives efficiency is a good thing,&#34; Apple CEO Tim Cook told investors about DeepSeek on the company&#39;s earnings call this past week. &#34;That&#39;s what you see in that model. Our tight integration of silicon and software will continue to serve us very well.&#34;</p><p>Cook defended its more parsimonious AI strategy, saying Apple has taken a &#34;prudent&#34; approach to capital expenditures for a reason.</p><p>If DeepSeek&#39;s optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it&#39;s a win for Apple and a loss for the larger cloud platforms.</p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> </p><p>It&#39;s the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.</p><p>Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company&#39;s earnings call.</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> </p><p>No one has benefited from the AI trade more than Nvidia, so it isn&#39;t a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek&#39;s suddenly efficient AI raised concerns that Nvidia&#39;s big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.</p><p>Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.</p><p>But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology&#39;s efficiency tend to increase consumption rather than lower it. </p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </p><p>DeepSeek could also be positive for Tesla. As the company&#39;s disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it&#39;s viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.</p><p>&#34;While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,&#34; Jonas wrote.</p><p>Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk&#39;s xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won&#39;t mind cheaper AI.</p><p>The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn&#39;t come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower.</p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>,  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> </p><p>That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.</p><p>Microsoft&#39;s cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft&#39;s AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quickly</p><p>Revenue from Alphabet&#39;s Google&#39;s cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.</p><p>Meta is in a similar place, with most of its revenue from ads. It&#39;s unique within the Mag Seven in that it&#39;s spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It&#39;s a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.</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>DeepSeek Took a Bite Out of the Mag 7. Here's What Happens 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\">\nDeepSeek Took a Bite Out of the Mag 7. Here's What Happens Next\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\">2025-02-02 18:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it&#39;s ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.</p><p>Such is the power -- and vulnerability -- of being on the cutting edge.</p><p>The new R1 artificial-intelligence model from China&#39;s DeepSeek has comparable performance to some of the world&#39;s best models, and seemingly comes at a lower price to train and run in the cloud.</p><p>There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1&#39;s creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.</p><p>If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.</p><p>Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.</p><p>Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.</p><p>Investors spent most of the week wondering what happens if all that spending goes for naught.</p><p>Here&#39;s our breakdown of what DeepSeek means for the Mag 7:</p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> </p><p>Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company&#39;s reticence to spend could now prove prescient.</p><p>&#34;I think innovation that drives efficiency is a good thing,&#34; Apple CEO Tim Cook told investors about DeepSeek on the company&#39;s earnings call this past week. &#34;That&#39;s what you see in that model. Our tight integration of silicon and software will continue to serve us very well.&#34;</p><p>Cook defended its more parsimonious AI strategy, saying Apple has taken a &#34;prudent&#34; approach to capital expenditures for a reason.</p><p>If DeepSeek&#39;s optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it&#39;s a win for Apple and a loss for the larger cloud platforms.</p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> </p><p>It&#39;s the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.</p><p>Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company&#39;s earnings call.</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> </p><p>No one has benefited from the AI trade more than Nvidia, so it isn&#39;t a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek&#39;s suddenly efficient AI raised concerns that Nvidia&#39;s big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.</p><p>Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.</p><p>But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology&#39;s efficiency tend to increase consumption rather than lower it. </p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </p><p>DeepSeek could also be positive for Tesla. As the company&#39;s disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it&#39;s viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.</p><p>&#34;While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,&#34; Jonas wrote.</p><p>Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk&#39;s xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won&#39;t mind cheaper AI.</p><p>The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn&#39;t come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower.</p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>,  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and  <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> </p><p>That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.</p><p>Microsoft&#39;s cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft&#39;s AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quickly</p><p>Revenue from Alphabet&#39;s Google&#39;s cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.</p><p>Meta is in a similar place, with most of its revenue from ads. It&#39;s unique within the Mag Seven in that it&#39;s spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It&#39;s a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","NVDA":"英伟达","TSLA":"特斯拉","MSFT":"微软"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508791872","content_text":"The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it's ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.Such is the power -- and vulnerability -- of being on the cutting edge.The new R1 artificial-intelligence model from China's DeepSeek has comparable performance to some of the world's best models, and seemingly comes at a lower price to train and run in the cloud.There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1's creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.If they can, it may signal the beginning of a new, much lower cost structure for AI, and this means more risk for the companies that are spending hundreds of billions on capital expenditures for new AI data centers.Amazon.com, Microsoft, Google parent Alphabet, and Meta Platforms have spent $212 billion on capex over the past 12 months, up 45% from the year before.Microsoft has projected $80 billion this year, and Meta, $60 billion to $65 billion.Investors spent most of the week wondering what happens if all that spending goes for naught.Here's our breakdown of what DeepSeek means for the Mag 7: Apple Apple has the most to win from a low-cost AI world. The company has been frequently criticized in recent years for spending less on AI infrastructure and cloud data centers than its large rivals and lagging in model development. The company's reticence to spend could now prove prescient.\"I think innovation that drives efficiency is a good thing,\" Apple CEO Tim Cook told investors about DeepSeek on the company's earnings call this past week. \"That's what you see in that model. Our tight integration of silicon and software will continue to serve us very well.\"Cook defended its more parsimonious AI strategy, saying Apple has taken a \"prudent\" approach to capital expenditures for a reason.If DeepSeek's optimization techniques prove to be replicable by U.S. AI vendors, the rise of smaller, more efficient models could be positive for Apple and other hardware companies. It means the timeline for more powerful models that can run on local devices like smartphones and laptops may have been pulled forward. If large-language models can run entirely on an iPhone, it's a win for Apple and a loss for the larger cloud platforms. Amazon.com It's the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local servers may reduce the profit margins of the cloud. That could be particularly problematic for Amazon, the pioneering public cloud firm, whose Amazon Web Services still leads the market.Amazon will benefit from cheaper AI across its retail e-commerce business, allowing for more personalization and better recommendations. But investors traditionally buy Amazon for its high-growth and high-margin cloud business. Cheaper AI run outside of the cloud represents a challenge. Amazon reports earnings next week, and DeepSeek is sure to be a popular topic on the company's earnings call. NVIDIA No one has benefited from the AI trade more than Nvidia, so it isn't a surprise that the stock took the biggest hit of the Mag Seven group this past week. The stock tumbled 17% on Monday, before regaining some of the losses as the week went on. DeepSeek's suddenly efficient AI raised concerns that Nvidia's big advantage -- its powerful Blackwell graphics processing units for AI training and inference -- could become its main vulnerability if an AI chip shortage turns into a glut.Nvidia recently started shipping the GB200 NVL72 AI server system, which combines 72 Blackwell GPUs for unrivaled AI computing power.But investors are missing the big picture when it comes to Nvidia. In fact, greater efficiency in driving down the cost of AI is exactly what Nvidia wants, as it will encourage adoption and enable innovative applications. Over the past week, many technology executives referenced Jevons paradox, which says that increases in a technology's efficiency tend to increase consumption rather than lower it.  Tesla Motors DeepSeek could also be positive for Tesla. As the company's disappointing earnings demonstrated this past week, Tesla is no longer seen as a car company. Rather, it's viewed as an AI beneficiary, particularly as artificial intelligence moves out of the digital world and into the physical one, writes Morgan Stanley analyst Adam Jonas.\"While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage,\" Jonas wrote.Tesla is mainly about applying AI, not building it, says Greg Martin, managing director at Rainmaker Securities, a platform that facilitates transactions in privately held companies, including Elon Musk's xAI. As costs to develop AI drop, there is a shift in value from those developing the foundational models to those building applications. Tesla is essentially a vertically integrated application developer. It won't mind cheaper AI.The company said in its fourth-quarter earnings report that its AI computing power more than quintupled in 2024. That didn't come cheap. Tesla spent $11.3 billion on plants and equipment and $4.5 billion on research and development. DeepSeek has the potential to drive those costs lower. Microsoft,  Alphabet, and  Meta Platforms, Inc. That leaves us with Microsoft, Google, and Meta -- the largest spenders in the AI arms race after Amazon. Not to fret -- they could overspend and still wind up winners.Microsoft's cloud segment has been growing quickly, with revenue up 19% last quarter, but its business software unit is still the star, accounting for 42% of revenue and 53% of operating profit. The centerpiece of Microsoft's AI strategy for business software is Microsoft 365 Copilot, the $360 a year add-on to Office apps like Word and Excel. Until now, the cost of those apps has been prohibitive for many. With a lower AI cost structure, Microsoft could reduce the price significantly, speed up adoption, and get to AI profit far more quicklyRevenue from Alphabet's Google's cloud unit grew by 35% last quarter, and R1 brings new risk for that unit. But ad-supported services are still 75% of its revenue, and these stand to benefit. Search can be enhanced with natural-language queries, more relevant results, better AI summaries, and improved ad targeting. YouTube can serve up better video feeds in Shorts, its TikTok competitor, and target ads more personally. Cheap AI is a benefit across all of Google services.Meta is in a similar place, with most of its revenue from ads. It's unique within the Mag Seven in that it's spending a lot on AI data centers, but just for its own use, not to rent out in the cloud. It's a risk not having rental income to offset a potential overspend. But regardless of spending levels, Meta will be able to use less expensive AI to increase engagement and enhance ad targeting, and the balance is likely to work out well for the company.","news_type":1,"symbols_score_info":{"MSFT":0.9,"NVDA":0.9,"TSLA":0.9,"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565913347572216,"gmtCreate":1779195644928,"gmtModify":1779196036649,"author":{"id":"4126094631385442","authorId":"4126094631385442","name":"jerry777","avatar":"https://community-static.tradeup.com/news/a5d2cf979b38479624e461ede31a9c15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126094631385442","idStr":"4126094631385442"},"themes":[],"title":"","htmlText":"fuck citi","listText":"fuck citi","text":"fuck citi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565913347572216","repostId":"2636856202","repostType":2,"repost":{"id":"2636856202","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":1779195426,"share":"https://ttm.financial/m/news/2636856202?lang=en_US&edition=fundamental","pubTime":"2026-05-19 20:57","market":"sh","language":"en","title":"Sandisk Stock Can Rise Another 52%, Says Citi. Why Investors Should Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2636856202","media":"Dow Jones","summary":"$Sandisk(SNDK)$ stock can continue its historic run as memory shortages persist and share buybacks pick up, according to Citi Research.The firm reiterated a Buy rating on the the flash memory...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SNDK\">Sandisk</a> stock can continue its historic run as memory shortages persist and share buybacks pick up, according to Citi Research.</p><p>The firm reiterated a Buy rating on the the flash memory supplier and boosted its price target to $2,025 from $1,300 in a research note Tuesday. That would represent 52% growth from Sandisk&#39;s closing price Monday of $1,333.01.</p><p>Sandisk has soared an astounding 3,218% over the last 12 months as its solid-state drives, or eSSDs, have become a crucial component in artificial-intelligence data centers.</p><p>&#34;We remain constructive on a highly favorable [supply-demand] environment with clear indications of persistence with customer demand conversations through [2030],&#34; wrote Citi analyst Asiya Merchant.</p><p>A strong earnings report last week from Japanese competitor Kioxia Holdings reinforced that view. Kioxia reported a roughly 85% quarter-over-quarter jump in revenue and guided for 75% sequential growth in the current period. The results beat Wall Street&#39;s estimates, Citi noted.</p><p>Buybacks are another factor working in shareholders&#39; favor. Sandisk announced a $6 billion share repurchase authorization last quarter, representing around 3% of its current market capitalization. Citi expects that number to rise given the company&#39;s growing free cash flow.</p><p>For every 1% reduction in share count, Citi estimates a $2 jump in earnings per share. Buybacks aren&#39;t currently factored into its model. In other words, that $2,025 price target may not be telling the full story.</p><p>Even with Sandisk&#39;s astronomical rise over the last year, most analysts agree with Citi. Of the 26 firms polled by FactSet, 20 rate the stock a Buy and just 1 rates it a Sell. Citi is the fifth firm to assign a price target of $2,000 or higher.</p><p>Sandisk was down 3.4% to $1,288.20 in premarket trading Tuesday as investors rotated out of hardware stocks. Fellow memory player Micron Technology declined 2.5%. Data-storage duo Seagate Technology and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> -- Sandisk&#39;s former parent company -- dropped 3.2% and 3.7%, respectively.</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>Sandisk Stock Can Rise Another 52%, Says Citi. Why Investors Should Buy</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\">\nSandisk Stock Can Rise Another 52%, Says Citi. Why Investors Should Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-19 20:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SNDK\">Sandisk</a> stock can continue its historic run as memory shortages persist and share buybacks pick up, according to Citi Research.</p><p>The firm reiterated a Buy rating on the the flash memory supplier and boosted its price target to $2,025 from $1,300 in a research note Tuesday. That would represent 52% growth from Sandisk&#39;s closing price Monday of $1,333.01.</p><p>Sandisk has soared an astounding 3,218% over the last 12 months as its solid-state drives, or eSSDs, have become a crucial component in artificial-intelligence data centers.</p><p>&#34;We remain constructive on a highly favorable [supply-demand] environment with clear indications of persistence with customer demand conversations through [2030],&#34; wrote Citi analyst Asiya Merchant.</p><p>A strong earnings report last week from Japanese competitor Kioxia Holdings reinforced that view. Kioxia reported a roughly 85% quarter-over-quarter jump in revenue and guided for 75% sequential growth in the current period. The results beat Wall Street&#39;s estimates, Citi noted.</p><p>Buybacks are another factor working in shareholders&#39; favor. Sandisk announced a $6 billion share repurchase authorization last quarter, representing around 3% of its current market capitalization. Citi expects that number to rise given the company&#39;s growing free cash flow.</p><p>For every 1% reduction in share count, Citi estimates a $2 jump in earnings per share. Buybacks aren&#39;t currently factored into its model. In other words, that $2,025 price target may not be telling the full story.</p><p>Even with Sandisk&#39;s astronomical rise over the last year, most analysts agree with Citi. Of the 26 firms polled by FactSet, 20 rate the stock a Buy and just 1 rates it a Sell. Citi is the fifth firm to assign a price target of $2,000 or higher.</p><p>Sandisk was down 3.4% to $1,288.20 in premarket trading Tuesday as investors rotated out of hardware stocks. Fellow memory player Micron Technology declined 2.5%. Data-storage duo Seagate Technology and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> -- Sandisk&#39;s former parent company -- dropped 3.2% and 3.7%, respectively.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4554":"元宇宙及AR概念","LU1046421795.USD":"富达环球科技A-ACC","BK4553":"喜马拉雅资本持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","BK4588":"碎股","BK4170":"电脑硬件、储存设备及电脑周边","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","MUU":"2倍做多MU ETF-Direxion","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4566":"资本集团","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4605":"半导体精选","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","SNDK":"闪迪","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4527":"明星科技股","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","SNXX":"Tradr 2X Long SNDK Daily ETF","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4575":"芯片概念","LU0444971666.USD":"天利全球科技基金","BK4579":"人工智能","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","WDCX":"Tradr 2X Long WDC Daily ETF","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4211":"区域性银行","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4543":"AI","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","MUD":"1倍做空MU ETF-Direxion","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4141":"半导体产品","MULL":"2倍做多MU ETF-GraniteShares","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636856202","content_text":"Sandisk stock can continue its historic run as memory shortages persist and share buybacks pick up, according to Citi Research.The firm reiterated a Buy rating on the the flash memory supplier and boosted its price target to $2,025 from $1,300 in a research note Tuesday. That would represent 52% growth from Sandisk's closing price Monday of $1,333.01.Sandisk has soared an astounding 3,218% over the last 12 months as its solid-state drives, or eSSDs, have become a crucial component in artificial-intelligence data centers.\"We remain constructive on a highly favorable [supply-demand] environment with clear indications of persistence with customer demand conversations through [2030],\" wrote Citi analyst Asiya Merchant.A strong earnings report last week from Japanese competitor Kioxia Holdings reinforced that view. Kioxia reported a roughly 85% quarter-over-quarter jump in revenue and guided for 75% sequential growth in the current period. The results beat Wall Street's estimates, Citi noted.Buybacks are another factor working in shareholders' favor. Sandisk announced a $6 billion share repurchase authorization last quarter, representing around 3% of its current market capitalization. Citi expects that number to rise given the company's growing free cash flow.For every 1% reduction in share count, Citi estimates a $2 jump in earnings per share. Buybacks aren't currently factored into its model. In other words, that $2,025 price target may not be telling the full story.Even with Sandisk's astronomical rise over the last year, most analysts agree with Citi. Of the 26 firms polled by FactSet, 20 rate the stock a Buy and just 1 rates it a Sell. Citi is the fifth firm to assign a price target of $2,000 or higher.Sandisk was down 3.4% to $1,288.20 in premarket trading Tuesday as investors rotated out of hardware stocks. Fellow memory player Micron Technology declined 2.5%. Data-storage duo Seagate Technology and Western Digital -- Sandisk's former parent company -- dropped 3.2% and 3.7%, respectively.","news_type":1,"symbols_score_info":{"SNXX":0.6,"MULL":0.6,"SNDK":1.98,"MUD":0.6,"MUU":0.6,"WDCX":0.6,"SNDU":0.6}},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392071337480376,"gmtCreate":1736726506262,"gmtModify":1736732553089,"author":{"id":"4126094631385442","authorId":"4126094631385442","name":"jerry777","avatar":"https://community-static.tradeup.com/news/a5d2cf979b38479624e461ede31a9c15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126094631385442","idStr":"4126094631385442"},"themes":[],"title":"","htmlText":"So stupid.","listText":"So stupid.","text":"So stupid.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392071337480376","repostId":"2503318543","repostType":2,"repost":{"id":"2503318543","kind":"highlight","pubTimestamp":1736724997,"share":"https://ttm.financial/m/news/2503318543?lang=en_US&edition=fundamental","pubTime":"2025-01-13 07:36","market":"us","language":"en","title":"Europe’s Largest Pension Fund Sold Tesla Stake Over Musk’s Pay","url":"https://stock-news.laohu8.com/highlight/detail?id=2503318543","media":"Bloomberg","summary":" -- Europe’s largest pension fund sold its entire 571 million  stake in Tesla Inc. in the third quarter partly due to disagreement with Elon Musk’s remuneration package.“We had a problem” with Musk’s pay package, a spokesperson for Stichting Pensioenfonds ABP said Sunday. The fund also considered costs, return and responsible investment requirements in its decision to sell its investment.The news was first reported by Dutch newspaper Het Financieele Dagblad, which also cited poor working conditions at the company among ABP’s reasons to ditch Tesla.Last month, Musk’s record-setting Tesla pay package was struck down once again by a Delaware judge even after shareholders backed the amounts and Musk asked her to reconsider. The stock options package was initially worth $2.6 billion and spiked to $56 billion by the time the judge canceled it.In June, ABP voted against the pay package, calling it “controversial and exceptionally high.”","content":"<div>\n<p>(Bloomberg) -- Europe’s largest pension fund sold its entire €571 million ($585 million) stake in Tesla Inc. in the third quarter partly due to disagreement with Elon Musk’s remuneration package.“We ...</p>\n\n<a href=\"https://finance.yahoo.com/news/europe-largest-pension-fund-sold-204323433.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","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>Europe’s Largest Pension Fund Sold Tesla Stake Over Musk’s Pay</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEurope’s Largest Pension Fund Sold Tesla Stake Over Musk’s Pay\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-13 07:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/europe-largest-pension-fund-sold-204323433.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Europe’s largest pension fund sold its entire €571 million ($585 million) stake in Tesla Inc. in the third quarter partly due to disagreement with Elon Musk’s remuneration package.“We ...</p>\n\n<a href=\"https://finance.yahoo.com/news/europe-largest-pension-fund-sold-204323433.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSYW.SI":"TESLA 3xLongSG261006","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4574":"无人驾驶","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLL":"2倍做多TSLA ETF-Direxion","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","BK4516":"特朗普概念","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC"},"source_url":"https://finance.yahoo.com/news/europe-largest-pension-fund-sold-204323433.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2503318543","content_text":"(Bloomberg) -- Europe’s largest pension fund sold its entire €571 million ($585 million) stake in Tesla Inc. in the third quarter partly due to disagreement with Elon Musk’s remuneration package.“We had a problem” with Musk’s pay package, a spokesperson for Stichting Pensioenfonds ABP said Sunday. The fund also considered costs, return and responsible investment requirements in its decision to sell its investment.The news was first reported by Dutch newspaper Het Financieele Dagblad, which also cited poor working conditions at the company among ABP’s reasons to ditch Tesla. Last month, Musk’s record-setting Tesla pay package was struck down once again by a Delaware judge even after shareholders backed the amounts and Musk asked her to reconsider. The stock options package was initially worth $2.6 billion and spiked to $56 billion by the time the judge canceled it. In June, ABP voted against the pay package, calling it “controversial and exceptionally high.”","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":3079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}