LUMA personal page - To The Moon

LUMA

No personal profile

5Follow

1Followers

0Topic

0Badge

2024-09-10

Great article, would you like to share it?

Nvidia: Cheapest It's Been In A Decade

2024-08-20

Great article, would you like to share it?

Sorry, the original content has been removed

2024-08-17

$Reddit(RDDT)$ $Advanced Micro Devices(AMD)$

@Kok:I opened 1 lot(s) $LULU 20241220 220.0 PUT$ ,rolling this option manually as using the rolling function gives a poorer price spread

2024-08-17

Great article, would you like to share it?

@Kok:I opened 1 lot(s) $LULU 20241220 220.0 PUT$ ,rolling this option manually as using the rolling function gives a poorer price spread

2024-08-16

$Lululemon Athletica(LULU)$

@CaptainTiger:What is Editor's Pick & Criteria for receiving it

2024-08-05

$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$

2024-08-05

$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$

2024-06-06

Great article, would you like to share it?

Sorry, the original content has been removed

2024-06-06

$CME Bitcoin - main 2406(BTCmain)$

Sorry, the original content has been removed

2024-06-06

Great article, would you like to share it?

Sorry, the original content has been removed

2024-05-11

An Invitation Letter from Tiger Brokers

Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!

An Invitation Letter from Tiger Brokers

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4150581182654092","uuid":"4150581182654092","gmtCreate":1690241820696,"gmtModify":1713250258369,"name":"LUMA","pinyin":"luma","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":5,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":8,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":347650986053952,"gmtCreate":1725899261611,"gmtModify":1725899263497,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347650986053952","repostId":"2466219855","repostType":2,"repost":{"id":"2466219855","kind":"highlight","pubTimestamp":1725889837,"share":"https://ttm.financial/m/news/2466219855?lang=&edition=fundamental","pubTime":"2024-09-09 21:50","market":"sg","language":"en","title":"Nvidia: Cheapest It's Been In A Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2466219855","media":"seekingalpha","summary":"Nvidia Corporation's stock is positioned for mid-teens returns due to strong AI chip demand, reasonable valuation, and robust earnings growth.Recent price drop offers a buying opportunity; Nvidia's P/","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s stock is positioned for mid-teens returns due to strong AI chip demand, reasonable valuation, and robust earnings growth.</p></li><li><p>Recent price drop offers a buying opportunity; Nvidia&#39;s P/E ratio is now in line with Big Tech peers but with higher growth prospects.</p></li><li><p>Blackwell chips, launching Q4, promise significant performance gains, driving strong demand from Big Tech aiming for AI advancements.</p></li><li><p>Risks include competition, potential custom chip development by cloud players, and regulatory scrutiny, but Nvidia&#39;s product superiority supports its market position.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8271f5218e30171f478337709702edd\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_1918856164\">Introduction</h2><p><strong>Nvidia Corporation</strong> (NASDAQ:NVDA) is a stock that needs no introduction, as it has seemed to singularly capture the world&#39;s attention as the darling of AI. Since November 2022 and the release of ChatGPT, Nvidia&#39;s stock price has appreciated a whopping c700%. Unlike some other hyped AI names, Nvidia&#39;s earnings have actually roared ahead of its stock price as demand for the firm&#39;s GPUs has proved insatiable.</p><p>Following a shift in sentiment in markets and a negative response to the firm&#39;s recent earnings, shares are now trading at the most attractive level relative to growth in a decade. Investors need to be realistic about what time of return they might achieve, given the stock has grown into a $2.5 trillion behemoth. Expecting a repeat of the 700% since over the last two years is not realistic, but based on my own DCF analysis, I believe the stock is set up to deliver mid-teens returns for investors.</p><p>I believe it can deliver solid returns at least over the medium term given its market-leading position in AI chips, the continued pace of capex at its biggest customers and a valuation that isn&#39;t as punchy as before. Given these factors, I am happy to initiate Nvidia with a buy rating.</p><h2 id=\"id_3907987208\">Recent Price Action</h2><p>Following a truly parabolic price appreciation, Nvidia stock has gone into reverse over the past two and a half months. The stock achieved an all-time high on June 18th and has fallen 20% since then as of the close Friday. Shares were down as much as 26% in early August as a mix of factors spooked investors. These included the risk of a US recession, concerns about the return on capex investment for Nvidia&#39;s biggest customers, and a generation rotation within markets away from Tech and Communications in favor of more defensive sectors.</p><p>The negative price performance was punctuated with a drop of nearly 6.5% following the release of fiscal Q2 earnings on August 28th. Expectations for the stock clearly got ahead of realism, as markets were disappointed despite a solid earnings beat on both the top and bottom lines. Revenue grew a staggering 122% year-on-year, with data center specific revenue up 154%.</p><p>What earnings clearly showed in my view was the lack of potential air pockets in demand, as was reported by some media outlets. There had been some fear that as customers, in particular large-scale cloud operators, took time to integrate their existing GPU purchases, that there would be gaps in their demand patterns. This concern has been shown to be demonstrably false, given data center revenue grew over 150%. Additionally, less than 50% of data center sales went to Big Tech cloud players. This indicates that the insatiable demand for high-end GPUs is extending meaningfully to broader players such as Sovereign cloud operators, like in the Middle East, and enterprise customers seeking to keep up.</p><h2 id=\"id_339118876\">Blackwell and Beyond</h2><p>Investors were concerned going into earnings on reports that Nvidia&#39;s next-generation of chips, known as Blackwell, was delayed due to a design defect which impacted on production yields. CEO Jensen Huang confirmed that all issues had been resolved, and the new platform was set to begin shipment to customers in Q4 of this year. Blackwell promises to be a truly generational step forward in full-stack data center GPU computing. Nvidia claims the performance uplift over the hopper family of GPUs will be as much as 25x.</p><p>Demand for the platform is likely to be voracious as Big Tech players in particular seem fixated on achieving the holy grail of Artificial General Intelligence or AGI. Mark Zuckerberg of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) was recently quoted as saying the next generation of AI models will consume 10x the compute to train. It would seem that all roads lead to Blackwell, with the new platform becoming table stakes for the Tech giants in their competition to build out cutting-edge infrastructure. On the issue of spending cadence, Zuckerberg stated:</p><blockquote><p>“<em>It&#39;s hard to predict how this will trend multiple generations out into the future. But at this point, I&#39;d rather risk building capacity before it is needed rather than too late, given the long lead times for spinning up new inference projects.</em>” (Mark Zuckerberg, Meta Press Release.)</p></blockquote><p>A simple examination of capex forecasts at Big Tech players is a good proxy for future demand for Nvidia chips, given a large portion of incremental capex has been allocated in that manner. Microsoft (MSFT) increased 2024 capex by 58% and is expected to raise further in 2025 by nearly another 30%. Google (GOOG) is expected to raise their capex level by 55% in 2024 and Meta is expected to increase its number by 40%. It is clear to me that demand for Nvidia&#39;s Blackwell platform will be as robust as it was for Hopper. The risk of missing a trick in AI development is a cost Nvidia&#39;s largest customers are not willing to bear.</p><h2 id=\"id_402544086\">Valuation</h2><p>For me, valuation has consistently been a hurdle to finding a good entry point for Nvidia stock. Recently, the stock has consistently traded at or above a 40-50x forward P/E, this contrasts to a twenty-year average P/E from 2000 to 2020 of closer to 26x.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45533c4e50a155cd72b1a9c0abea4a55\" tg-width=\"640\" tg-height=\"352\"/></p><p>Koyfin</p><p></p><p>However, as earnings have continued to grow substantially as noted above and the stock price has come back down to earth, the valuation multiple once again looks reasonable. Nvidia is trading on a 30x P/E which is in-line with Big Tech peers Microsoft and Apple (AAPL). However, despite an equivalent P/E multiple, Nvidia is forecast to grow substantially more in the medium term, with an EPS forecast nearly 3x Microsoft&#39;s and over 4x Apple&#39;s.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1087998d7b84ca155cea05cf322430fa\" tg-width=\"640\" tg-height=\"352\"/></p><p>Koyfin</p><p></p><p>As we can see below, on a PEG basis, Nvidia is the cheapest it has been in a decade. I expect ownership of Nvidia to likely entail much higher volatility than the likes of Apple, a defensive trait that allows the latter to justify such a high multiple despite relatively modest growth. However, I believe if investors have realistic expectations about growth prospects for Nvidia from here, and can stomach a bit of volatility, they should be rewarded with above market performance for holding the stock from here.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/88c5559c05be9a07a05cf7ea4f15bc42\" tg-width=\"640\" tg-height=\"340\"/></p><p>Koyfin</p><p></p><p>Adopting a discounted cash flow (“DCF”) approach, I model conservatively. The medium term analyst growth forecast for the stock is currently 36%, I have chosen to use 30% for my DCF to give us some margin of error in estimates. Nvidia has tended to beat estimates historically, so I would not be surprised if my forecast proves quite conservative. For the second stage of growth, I selected 10% EPS growth for two reasons. First, as Nvidia grows, the base effect of higher earnings will naturally lead to lower growth due to the law of large numbers. Secondly, 10% growth is akin to the long term EPS growth rate of the broader S&amp;P 500 (SP500). I once again view this estimate as likely conservative, as I would be surprised if in only 5 years&#39; time Nvidia was growing just at the same pace as the index.</p><p>My DCF tells me that when adopting conservative estimates, it looks reasonable for investors to expect a return in the mid-teens from the current entry point. The recent strong sell off in the stock looks to have created a nice spot for investors looking to buy or add to existing positions.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d231609646f220b7bd8c911c1ba34001\" tg-width=\"292\" tg-height=\"207\"/></p><p>Author</p><p></p><h2 id=\"id_219091485\">Risks</h2><p>The first obvious risk to Nvidia&#39;s trajectory is the threat from other chip plays and hyperscale cloud players&#39; in-house efforts to develop custom chips. As it stands, Nvidia has a clear lead over competitors such as Advanced Micro Devices (AMD), a study from TechInsights showed Nvidia with a market share in the high-90s for data center GPU, which suggests a massive lead ahead of competition. However, such dominance can create uneasiness for customers as they end up locked in to one vendor, creating an uncomfortable over-reliance.</p><p>Another risk which Nvidia&#39;s dominance creates is the threat of government antitrust action. Just last week, we saw reports that the Department of Justice had sent a probe to Nvidia, which the company strangely may not have received. Whatever the case may be, it is clear that Nvidia is now in the sights of regulators. Elizabeth Warren, a prominent US senator, has been quick to voice her support for an investigation into Nvidia. The firm claims, rightly in my view, that its dominance of markets is a function of its superior products rather than market manipulation. This risk is newly unfolding. In the short term, I do not expect anything which changes my buy thesis, but it will remain an issue to watch.</p><h2 id=\"id_698011238\">Conclusion</h2><p>Wrapping it all up, I believe that Nvidia now represents a solid buying opportunity for investors, given the recent sell-off has taken some froth out of the stock. The valuation looks fairly reasonable both vs. the firm&#39;s history and vs. some of its Big Tech peers, and adjusting for expected growth rates one could make the case Nvidia is the most attractive in a decade.</p><p>The firm does indeed face threats from growing competition and the watchful eye of regulators, but the demand for its chips doesn&#39;t look to have much end in sight. Hyperscale cloud players and others will have no choice but to fork out for Blackwell chips when they become available later this year. Failure to do so would allow competition in the race to develop ever more sophisticated AI models to gain a sizable lead. The performance uplift from Blackwell is simply too great to miss out on, as a result, I expect demand to hold firm for years to come and the stock to perform nicely from here.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Cheapest It's Been In A Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Cheapest It's Been In A Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-09 21:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4719917-nvidia-cheapest-its-been-in-a-decade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's stock is positioned for mid-teens returns due to strong AI chip demand, reasonable valuation, and robust earnings growth.Recent price drop offers a buying opportunity; Nvidia's P/...</p>\n\n<a href=\"https://seekingalpha.com/article/4719917-nvidia-cheapest-its-been-in-a-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4534":"瑞士信贷持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4516":"特朗普概念","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","NVDA":"英伟达","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4535":"淡马锡持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4538":"云计算","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4097":"系统软件","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4512":"苹果概念","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4514":"搜索引擎","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4719917-nvidia-cheapest-its-been-in-a-decade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2466219855","content_text":"Nvidia Corporation's stock is positioned for mid-teens returns due to strong AI chip demand, reasonable valuation, and robust earnings growth.Recent price drop offers a buying opportunity; Nvidia's P/E ratio is now in line with Big Tech peers but with higher growth prospects.Blackwell chips, launching Q4, promise significant performance gains, driving strong demand from Big Tech aiming for AI advancements.Risks include competition, potential custom chip development by cloud players, and regulatory scrutiny, but Nvidia's product superiority supports its market position.JHVEPhotoIntroductionNvidia Corporation (NASDAQ:NVDA) is a stock that needs no introduction, as it has seemed to singularly capture the world's attention as the darling of AI. Since November 2022 and the release of ChatGPT, Nvidia's stock price has appreciated a whopping c700%. Unlike some other hyped AI names, Nvidia's earnings have actually roared ahead of its stock price as demand for the firm's GPUs has proved insatiable.Following a shift in sentiment in markets and a negative response to the firm's recent earnings, shares are now trading at the most attractive level relative to growth in a decade. Investors need to be realistic about what time of return they might achieve, given the stock has grown into a $2.5 trillion behemoth. Expecting a repeat of the 700% since over the last two years is not realistic, but based on my own DCF analysis, I believe the stock is set up to deliver mid-teens returns for investors.I believe it can deliver solid returns at least over the medium term given its market-leading position in AI chips, the continued pace of capex at its biggest customers and a valuation that isn't as punchy as before. Given these factors, I am happy to initiate Nvidia with a buy rating.Recent Price ActionFollowing a truly parabolic price appreciation, Nvidia stock has gone into reverse over the past two and a half months. The stock achieved an all-time high on June 18th and has fallen 20% since then as of the close Friday. Shares were down as much as 26% in early August as a mix of factors spooked investors. These included the risk of a US recession, concerns about the return on capex investment for Nvidia's biggest customers, and a generation rotation within markets away from Tech and Communications in favor of more defensive sectors.The negative price performance was punctuated with a drop of nearly 6.5% following the release of fiscal Q2 earnings on August 28th. Expectations for the stock clearly got ahead of realism, as markets were disappointed despite a solid earnings beat on both the top and bottom lines. Revenue grew a staggering 122% year-on-year, with data center specific revenue up 154%.What earnings clearly showed in my view was the lack of potential air pockets in demand, as was reported by some media outlets. There had been some fear that as customers, in particular large-scale cloud operators, took time to integrate their existing GPU purchases, that there would be gaps in their demand patterns. This concern has been shown to be demonstrably false, given data center revenue grew over 150%. Additionally, less than 50% of data center sales went to Big Tech cloud players. This indicates that the insatiable demand for high-end GPUs is extending meaningfully to broader players such as Sovereign cloud operators, like in the Middle East, and enterprise customers seeking to keep up.Blackwell and BeyondInvestors were concerned going into earnings on reports that Nvidia's next-generation of chips, known as Blackwell, was delayed due to a design defect which impacted on production yields. CEO Jensen Huang confirmed that all issues had been resolved, and the new platform was set to begin shipment to customers in Q4 of this year. Blackwell promises to be a truly generational step forward in full-stack data center GPU computing. Nvidia claims the performance uplift over the hopper family of GPUs will be as much as 25x.Demand for the platform is likely to be voracious as Big Tech players in particular seem fixated on achieving the holy grail of Artificial General Intelligence or AGI. Mark Zuckerberg of Meta Platforms (META) was recently quoted as saying the next generation of AI models will consume 10x the compute to train. It would seem that all roads lead to Blackwell, with the new platform becoming table stakes for the Tech giants in their competition to build out cutting-edge infrastructure. On the issue of spending cadence, Zuckerberg stated:“It's hard to predict how this will trend multiple generations out into the future. But at this point, I'd rather risk building capacity before it is needed rather than too late, given the long lead times for spinning up new inference projects.” (Mark Zuckerberg, Meta Press Release.)A simple examination of capex forecasts at Big Tech players is a good proxy for future demand for Nvidia chips, given a large portion of incremental capex has been allocated in that manner. Microsoft (MSFT) increased 2024 capex by 58% and is expected to raise further in 2025 by nearly another 30%. Google (GOOG) is expected to raise their capex level by 55% in 2024 and Meta is expected to increase its number by 40%. It is clear to me that demand for Nvidia's Blackwell platform will be as robust as it was for Hopper. The risk of missing a trick in AI development is a cost Nvidia's largest customers are not willing to bear.ValuationFor me, valuation has consistently been a hurdle to finding a good entry point for Nvidia stock. Recently, the stock has consistently traded at or above a 40-50x forward P/E, this contrasts to a twenty-year average P/E from 2000 to 2020 of closer to 26x.KoyfinHowever, as earnings have continued to grow substantially as noted above and the stock price has come back down to earth, the valuation multiple once again looks reasonable. Nvidia is trading on a 30x P/E which is in-line with Big Tech peers Microsoft and Apple (AAPL). However, despite an equivalent P/E multiple, Nvidia is forecast to grow substantially more in the medium term, with an EPS forecast nearly 3x Microsoft's and over 4x Apple's.KoyfinAs we can see below, on a PEG basis, Nvidia is the cheapest it has been in a decade. I expect ownership of Nvidia to likely entail much higher volatility than the likes of Apple, a defensive trait that allows the latter to justify such a high multiple despite relatively modest growth. However, I believe if investors have realistic expectations about growth prospects for Nvidia from here, and can stomach a bit of volatility, they should be rewarded with above market performance for holding the stock from here.KoyfinAdopting a discounted cash flow (“DCF”) approach, I model conservatively. The medium term analyst growth forecast for the stock is currently 36%, I have chosen to use 30% for my DCF to give us some margin of error in estimates. Nvidia has tended to beat estimates historically, so I would not be surprised if my forecast proves quite conservative. For the second stage of growth, I selected 10% EPS growth for two reasons. First, as Nvidia grows, the base effect of higher earnings will naturally lead to lower growth due to the law of large numbers. Secondly, 10% growth is akin to the long term EPS growth rate of the broader S&P 500 (SP500). I once again view this estimate as likely conservative, as I would be surprised if in only 5 years' time Nvidia was growing just at the same pace as the index.My DCF tells me that when adopting conservative estimates, it looks reasonable for investors to expect a return in the mid-teens from the current entry point. The recent strong sell off in the stock looks to have created a nice spot for investors looking to buy or add to existing positions.AuthorRisksThe first obvious risk to Nvidia's trajectory is the threat from other chip plays and hyperscale cloud players' in-house efforts to develop custom chips. As it stands, Nvidia has a clear lead over competitors such as Advanced Micro Devices (AMD), a study from TechInsights showed Nvidia with a market share in the high-90s for data center GPU, which suggests a massive lead ahead of competition. However, such dominance can create uneasiness for customers as they end up locked in to one vendor, creating an uncomfortable over-reliance.Another risk which Nvidia's dominance creates is the threat of government antitrust action. Just last week, we saw reports that the Department of Justice had sent a probe to Nvidia, which the company strangely may not have received. Whatever the case may be, it is clear that Nvidia is now in the sights of regulators. Elizabeth Warren, a prominent US senator, has been quick to voice her support for an investigation into Nvidia. The firm claims, rightly in my view, that its dominance of markets is a function of its superior products rather than market manipulation. This risk is newly unfolding. In the short term, I do not expect anything which changes my buy thesis, but it will remain an issue to watch.ConclusionWrapping it all up, I believe that Nvidia now represents a solid buying opportunity for investors, given the recent sell-off has taken some froth out of the stock. The valuation looks fairly reasonable both vs. the firm's history and vs. some of its Big Tech peers, and adjusting for expected growth rates one could make the case Nvidia is the most attractive in a decade.The firm does indeed face threats from growing competition and the watchful eye of regulators, but the demand for its chips doesn't look to have much end in sight. Hyperscale cloud players and others will have no choice but to fork out for Blackwell chips when they become available later this year. Failure to do so would allow competition in the race to develop ever more sophisticated AI models to gain a sizable lead. The performance uplift from Blackwell is simply too great to miss out on, as a result, I expect demand to hold firm for years to come and the stock to perform nicely from here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340389331320968,"gmtCreate":1724133807445,"gmtModify":1724133810669,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340389331320968","repostId":"2460052498","repostType":4,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339457901195536,"gmtCreate":1723879699514,"gmtModify":1723879703783,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$ </a>&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$ </a>&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","text":"$Reddit(RDDT)$ $Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339457901195536","repostId":"338845716672784","repostType":1,"repost":{"id":338845716672784,"gmtCreate":1723730240402,"gmtModify":1731176733523,"author":{"id":"3560204717545571","authorId":"3560204717545571","name":"Kok","avatar":"https://static.tigerbbs.com/efc25bb5380f85af49509ed68d9a3d8f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560204717545571","idStr":"3560204717545571"},"themes":[],"htmlText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/LULU 20241220 220.0 PUT\">$LULU 20241220 220.0 PUT$&nbsp;</a> ,rolling this option manually as using the rolling function gives a poorer price spread","listText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/LULU 20241220 220.0 PUT\">$LULU 20241220 220.0 PUT$&nbsp;</a> ,rolling this option manually as using the rolling function gives a poorer price spread","text":"I opened 1 lot(s) $LULU 20241220 220.0 PUT$ ,rolling this option manually as using the rolling function gives a poorer price spread","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338845716672784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339457139769752,"gmtCreate":1723879418094,"gmtModify":1723879423106,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[{"img":"https://community-static.tradeup.com/news/5ee3c508ff1d96bfd7f116fd4c87c40e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339457139769752","repostId":"338845716672784","repostType":1,"repost":{"id":338845716672784,"gmtCreate":1723730240402,"gmtModify":1731176733523,"author":{"id":"3560204717545571","authorId":"3560204717545571","name":"Kok","avatar":"https://static.tigerbbs.com/efc25bb5380f85af49509ed68d9a3d8f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560204717545571","idStr":"3560204717545571"},"themes":[],"htmlText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/LULU 20241220 220.0 PUT\">$LULU 20241220 220.0 PUT$&nbsp;</a> ,rolling this option manually as using the rolling function gives a poorer price spread","listText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/LULU 20241220 220.0 PUT\">$LULU 20241220 220.0 PUT$&nbsp;</a> ,rolling this option manually as using the rolling function gives a poorer price spread","text":"I opened 1 lot(s) $LULU 20241220 220.0 PUT$ ,rolling this option manually as using the rolling function gives a poorer price spread","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338845716672784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":339005351366664,"gmtCreate":1723805808704,"gmtModify":1723805814105,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LULU\">$Lululemon Athletica(LULU)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LULU\">$Lululemon Athletica(LULU)$ </a>&nbsp;","text":"$Lululemon Athletica(LULU)$","images":[{"img":"https://community-static.tradeup.com/news/2cd1c1f0f9d30305f0d141024fa23a28"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339005351366664","repostId":"9000980585","repostType":1,"repost":{"id":9000980585,"gmtCreate":1639726096304,"gmtModify":1733298571320,"author":{"id":"3527667618000160","authorId":"3527667618000160","name":"CaptainTiger","avatar":"https://static.tigerbbs.com/5d0e54b757b231beb8b11fd49de85317","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618000160","idStr":"3527667618000160"},"themes":[],"title":"What is Editor's Pick & Criteria for receiving it","htmlText":"Hi&nbsp;Tigers!This is Captain Tiger, your most helpful friend in the Tiger Community!&nbsp;<a href=\"https://ttm.financial/TW/9000981648\" target=\"_blank\">Captain Tiger: Your most helpful friend in the Tiger Community</a>You may have seen many articles with a \"PICK\" sign in the front, which means it is an Editor's Pick. In simple words, the post has been viewed by the Tiger Community Team and has been recommended due to its high-quality content and analysis.Then you may wonder: how do Tigers benefit from getting an editor's pick?Well, before answering the question, I must introduce you to one thing: Tiger Coins, the virtual coins that you can use in the Tiger Community to redeem gifts such as souvenir Tigers, commission-free trading cards, stock vouchers, etc.. (Here&nbsp;the&nbsp;link&nbsp;","listText":"Hi&nbsp;Tigers!This is Captain Tiger, your most helpful friend in the Tiger Community!&nbsp;<a href=\"https://ttm.financial/TW/9000981648\" target=\"_blank\">Captain Tiger: Your most helpful friend in the Tiger Community</a>You may have seen many articles with a \"PICK\" sign in the front, which means it is an Editor's Pick. In simple words, the post has been viewed by the Tiger Community Team and has been recommended due to its high-quality content and analysis.Then you may wonder: how do Tigers benefit from getting an editor's pick?Well, before answering the question, I must introduce you to one thing: Tiger Coins, the virtual coins that you can use in the Tiger Community to redeem gifts such as souvenir Tigers, commission-free trading cards, stock vouchers, etc.. (Here&nbsp;the&nbsp;link&nbsp;","text":"Hi Tigers!This is Captain Tiger, your most helpful friend in the Tiger Community! Captain Tiger: Your most helpful friend in the Tiger CommunityYou may have seen many articles with a \"PICK\" sign in the front, which means it is an Editor's Pick. In simple words, the post has been viewed by the Tiger Community Team and has been recommended due to its high-quality content and analysis.Then you may wonder: how do Tigers benefit from getting an editor's pick?Well, before answering the question, I must introduce you to one thing: Tiger Coins, the virtual coins that you can use in the Tiger Community to redeem gifts such as souvenir Tigers, commission-free trading cards, stock vouchers, etc.. (Here the link","images":[{"img":"https://static.tigerbbs.com/f05da04faccffb281e410c2230d54cdd"},{"img":"https://static.tigerbbs.com/c6bcca8831fd6ca15324729d2322a267"},{"img":"https://static.tigerbbs.com/748be6f51f65a949086ea073dbeb6907"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000980585","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":335202709356568,"gmtCreate":1722866441643,"gmtModify":1722866443787,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDQ\">$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDQ\">$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ </a>&nbsp;","text":"$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$","images":[{"img":"https://community-static.tradeup.com/news/7c512744d7623041390e1122e1582dd4","width":"720","height":"1219"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335202709356568","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":335202511413336,"gmtCreate":1722866427586,"gmtModify":1722866430491,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDQ\">$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDQ\">$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ </a>&nbsp;","text":"$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335202511413336","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313936103911688,"gmtCreate":1717664899742,"gmtModify":1717665314513,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313936103911688","repostId":"1159238783","repostType":2,"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313764985712672,"gmtCreate":1717641187348,"gmtModify":1717643127999,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/BTCmain\">$CME Bitcoin - main 2406(BTCmain)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/FUT/BTCmain\">$CME Bitcoin - main 2406(BTCmain)$ </a>&nbsp;","text":"$CME Bitcoin - main 2406(BTCmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313764985712672","repostId":"1157606964","repostType":2,"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313764262846480,"gmtCreate":1717641122289,"gmtModify":1717643130084,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313764262846480","repostId":"1157606964","repostType":2,"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304493417603200,"gmtCreate":1715373810772,"gmtModify":1715378937900,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"title":"An Invitation Letter from Tiger Brokers","htmlText":"Find out more here:<a href=\"https://tigr.link/7qV2AM\">An Invitation Letter from Tiger Brokers</a> I have won a lot of awards in Tiger Brokers, come and see what rewards you have!","listText":"Find out more here:<a href=\"https://tigr.link/7qV2AM\">An Invitation Letter from Tiger Brokers</a> I have won a lot of awards in Tiger Brokers, come and see what rewards you have!","text":"Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304493417603200","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":313764985712672,"gmtCreate":1717641187348,"gmtModify":1717643127999,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/BTCmain\">$CME Bitcoin - main 2406(BTCmain)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/FUT/BTCmain\">$CME Bitcoin - main 2406(BTCmain)$ </a>&nbsp;","text":"$CME Bitcoin - main 2406(BTCmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313764985712672","repostId":"1157606964","repostType":2,"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347650986053952,"gmtCreate":1725899261611,"gmtModify":1725899263497,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347650986053952","repostId":"2466219855","repostType":2,"repost":{"id":"2466219855","kind":"highlight","pubTimestamp":1725889837,"share":"https://ttm.financial/m/news/2466219855?lang=&edition=fundamental","pubTime":"2024-09-09 21:50","market":"sg","language":"en","title":"Nvidia: Cheapest It's Been In A Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2466219855","media":"seekingalpha","summary":"Nvidia Corporation's stock is positioned for mid-teens returns due to strong AI chip demand, reasonable valuation, and robust earnings growth.Recent price drop offers a buying opportunity; Nvidia's P/","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s stock is positioned for mid-teens returns due to strong AI chip demand, reasonable valuation, and robust earnings growth.</p></li><li><p>Recent price drop offers a buying opportunity; Nvidia&#39;s P/E ratio is now in line with Big Tech peers but with higher growth prospects.</p></li><li><p>Blackwell chips, launching Q4, promise significant performance gains, driving strong demand from Big Tech aiming for AI advancements.</p></li><li><p>Risks include competition, potential custom chip development by cloud players, and regulatory scrutiny, but Nvidia&#39;s product superiority supports its market position.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8271f5218e30171f478337709702edd\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_1918856164\">Introduction</h2><p><strong>Nvidia Corporation</strong> (NASDAQ:NVDA) is a stock that needs no introduction, as it has seemed to singularly capture the world&#39;s attention as the darling of AI. Since November 2022 and the release of ChatGPT, Nvidia&#39;s stock price has appreciated a whopping c700%. Unlike some other hyped AI names, Nvidia&#39;s earnings have actually roared ahead of its stock price as demand for the firm&#39;s GPUs has proved insatiable.</p><p>Following a shift in sentiment in markets and a negative response to the firm&#39;s recent earnings, shares are now trading at the most attractive level relative to growth in a decade. Investors need to be realistic about what time of return they might achieve, given the stock has grown into a $2.5 trillion behemoth. Expecting a repeat of the 700% since over the last two years is not realistic, but based on my own DCF analysis, I believe the stock is set up to deliver mid-teens returns for investors.</p><p>I believe it can deliver solid returns at least over the medium term given its market-leading position in AI chips, the continued pace of capex at its biggest customers and a valuation that isn&#39;t as punchy as before. Given these factors, I am happy to initiate Nvidia with a buy rating.</p><h2 id=\"id_3907987208\">Recent Price Action</h2><p>Following a truly parabolic price appreciation, Nvidia stock has gone into reverse over the past two and a half months. The stock achieved an all-time high on June 18th and has fallen 20% since then as of the close Friday. Shares were down as much as 26% in early August as a mix of factors spooked investors. These included the risk of a US recession, concerns about the return on capex investment for Nvidia&#39;s biggest customers, and a generation rotation within markets away from Tech and Communications in favor of more defensive sectors.</p><p>The negative price performance was punctuated with a drop of nearly 6.5% following the release of fiscal Q2 earnings on August 28th. Expectations for the stock clearly got ahead of realism, as markets were disappointed despite a solid earnings beat on both the top and bottom lines. Revenue grew a staggering 122% year-on-year, with data center specific revenue up 154%.</p><p>What earnings clearly showed in my view was the lack of potential air pockets in demand, as was reported by some media outlets. There had been some fear that as customers, in particular large-scale cloud operators, took time to integrate their existing GPU purchases, that there would be gaps in their demand patterns. This concern has been shown to be demonstrably false, given data center revenue grew over 150%. Additionally, less than 50% of data center sales went to Big Tech cloud players. This indicates that the insatiable demand for high-end GPUs is extending meaningfully to broader players such as Sovereign cloud operators, like in the Middle East, and enterprise customers seeking to keep up.</p><h2 id=\"id_339118876\">Blackwell and Beyond</h2><p>Investors were concerned going into earnings on reports that Nvidia&#39;s next-generation of chips, known as Blackwell, was delayed due to a design defect which impacted on production yields. CEO Jensen Huang confirmed that all issues had been resolved, and the new platform was set to begin shipment to customers in Q4 of this year. Blackwell promises to be a truly generational step forward in full-stack data center GPU computing. Nvidia claims the performance uplift over the hopper family of GPUs will be as much as 25x.</p><p>Demand for the platform is likely to be voracious as Big Tech players in particular seem fixated on achieving the holy grail of Artificial General Intelligence or AGI. Mark Zuckerberg of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) was recently quoted as saying the next generation of AI models will consume 10x the compute to train. It would seem that all roads lead to Blackwell, with the new platform becoming table stakes for the Tech giants in their competition to build out cutting-edge infrastructure. On the issue of spending cadence, Zuckerberg stated:</p><blockquote><p>“<em>It&#39;s hard to predict how this will trend multiple generations out into the future. But at this point, I&#39;d rather risk building capacity before it is needed rather than too late, given the long lead times for spinning up new inference projects.</em>” (Mark Zuckerberg, Meta Press Release.)</p></blockquote><p>A simple examination of capex forecasts at Big Tech players is a good proxy for future demand for Nvidia chips, given a large portion of incremental capex has been allocated in that manner. Microsoft (MSFT) increased 2024 capex by 58% and is expected to raise further in 2025 by nearly another 30%. Google (GOOG) is expected to raise their capex level by 55% in 2024 and Meta is expected to increase its number by 40%. It is clear to me that demand for Nvidia&#39;s Blackwell platform will be as robust as it was for Hopper. The risk of missing a trick in AI development is a cost Nvidia&#39;s largest customers are not willing to bear.</p><h2 id=\"id_402544086\">Valuation</h2><p>For me, valuation has consistently been a hurdle to finding a good entry point for Nvidia stock. Recently, the stock has consistently traded at or above a 40-50x forward P/E, this contrasts to a twenty-year average P/E from 2000 to 2020 of closer to 26x.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45533c4e50a155cd72b1a9c0abea4a55\" tg-width=\"640\" tg-height=\"352\"/></p><p>Koyfin</p><p></p><p>However, as earnings have continued to grow substantially as noted above and the stock price has come back down to earth, the valuation multiple once again looks reasonable. Nvidia is trading on a 30x P/E which is in-line with Big Tech peers Microsoft and Apple (AAPL). However, despite an equivalent P/E multiple, Nvidia is forecast to grow substantially more in the medium term, with an EPS forecast nearly 3x Microsoft&#39;s and over 4x Apple&#39;s.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1087998d7b84ca155cea05cf322430fa\" tg-width=\"640\" tg-height=\"352\"/></p><p>Koyfin</p><p></p><p>As we can see below, on a PEG basis, Nvidia is the cheapest it has been in a decade. I expect ownership of Nvidia to likely entail much higher volatility than the likes of Apple, a defensive trait that allows the latter to justify such a high multiple despite relatively modest growth. However, I believe if investors have realistic expectations about growth prospects for Nvidia from here, and can stomach a bit of volatility, they should be rewarded with above market performance for holding the stock from here.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/88c5559c05be9a07a05cf7ea4f15bc42\" tg-width=\"640\" tg-height=\"340\"/></p><p>Koyfin</p><p></p><p>Adopting a discounted cash flow (“DCF”) approach, I model conservatively. The medium term analyst growth forecast for the stock is currently 36%, I have chosen to use 30% for my DCF to give us some margin of error in estimates. Nvidia has tended to beat estimates historically, so I would not be surprised if my forecast proves quite conservative. For the second stage of growth, I selected 10% EPS growth for two reasons. First, as Nvidia grows, the base effect of higher earnings will naturally lead to lower growth due to the law of large numbers. Secondly, 10% growth is akin to the long term EPS growth rate of the broader S&amp;P 500 (SP500). I once again view this estimate as likely conservative, as I would be surprised if in only 5 years&#39; time Nvidia was growing just at the same pace as the index.</p><p>My DCF tells me that when adopting conservative estimates, it looks reasonable for investors to expect a return in the mid-teens from the current entry point. The recent strong sell off in the stock looks to have created a nice spot for investors looking to buy or add to existing positions.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d231609646f220b7bd8c911c1ba34001\" tg-width=\"292\" tg-height=\"207\"/></p><p>Author</p><p></p><h2 id=\"id_219091485\">Risks</h2><p>The first obvious risk to Nvidia&#39;s trajectory is the threat from other chip plays and hyperscale cloud players&#39; in-house efforts to develop custom chips. As it stands, Nvidia has a clear lead over competitors such as Advanced Micro Devices (AMD), a study from TechInsights showed Nvidia with a market share in the high-90s for data center GPU, which suggests a massive lead ahead of competition. However, such dominance can create uneasiness for customers as they end up locked in to one vendor, creating an uncomfortable over-reliance.</p><p>Another risk which Nvidia&#39;s dominance creates is the threat of government antitrust action. Just last week, we saw reports that the Department of Justice had sent a probe to Nvidia, which the company strangely may not have received. Whatever the case may be, it is clear that Nvidia is now in the sights of regulators. Elizabeth Warren, a prominent US senator, has been quick to voice her support for an investigation into Nvidia. The firm claims, rightly in my view, that its dominance of markets is a function of its superior products rather than market manipulation. This risk is newly unfolding. In the short term, I do not expect anything which changes my buy thesis, but it will remain an issue to watch.</p><h2 id=\"id_698011238\">Conclusion</h2><p>Wrapping it all up, I believe that Nvidia now represents a solid buying opportunity for investors, given the recent sell-off has taken some froth out of the stock. The valuation looks fairly reasonable both vs. the firm&#39;s history and vs. some of its Big Tech peers, and adjusting for expected growth rates one could make the case Nvidia is the most attractive in a decade.</p><p>The firm does indeed face threats from growing competition and the watchful eye of regulators, but the demand for its chips doesn&#39;t look to have much end in sight. Hyperscale cloud players and others will have no choice but to fork out for Blackwell chips when they become available later this year. Failure to do so would allow competition in the race to develop ever more sophisticated AI models to gain a sizable lead. The performance uplift from Blackwell is simply too great to miss out on, as a result, I expect demand to hold firm for years to come and the stock to perform nicely from here.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Cheapest It's Been In A Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Cheapest It's Been In A Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-09 21:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4719917-nvidia-cheapest-its-been-in-a-decade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's stock is positioned for mid-teens returns due to strong AI chip demand, reasonable valuation, and robust earnings growth.Recent price drop offers a buying opportunity; Nvidia's P/...</p>\n\n<a href=\"https://seekingalpha.com/article/4719917-nvidia-cheapest-its-been-in-a-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4534":"瑞士信贷持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4516":"特朗普概念","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","NVDA":"英伟达","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4535":"淡马锡持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4538":"云计算","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4097":"系统软件","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4512":"苹果概念","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4514":"搜索引擎","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4719917-nvidia-cheapest-its-been-in-a-decade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2466219855","content_text":"Nvidia Corporation's stock is positioned for mid-teens returns due to strong AI chip demand, reasonable valuation, and robust earnings growth.Recent price drop offers a buying opportunity; Nvidia's P/E ratio is now in line with Big Tech peers but with higher growth prospects.Blackwell chips, launching Q4, promise significant performance gains, driving strong demand from Big Tech aiming for AI advancements.Risks include competition, potential custom chip development by cloud players, and regulatory scrutiny, but Nvidia's product superiority supports its market position.JHVEPhotoIntroductionNvidia Corporation (NASDAQ:NVDA) is a stock that needs no introduction, as it has seemed to singularly capture the world's attention as the darling of AI. Since November 2022 and the release of ChatGPT, Nvidia's stock price has appreciated a whopping c700%. Unlike some other hyped AI names, Nvidia's earnings have actually roared ahead of its stock price as demand for the firm's GPUs has proved insatiable.Following a shift in sentiment in markets and a negative response to the firm's recent earnings, shares are now trading at the most attractive level relative to growth in a decade. Investors need to be realistic about what time of return they might achieve, given the stock has grown into a $2.5 trillion behemoth. Expecting a repeat of the 700% since over the last two years is not realistic, but based on my own DCF analysis, I believe the stock is set up to deliver mid-teens returns for investors.I believe it can deliver solid returns at least over the medium term given its market-leading position in AI chips, the continued pace of capex at its biggest customers and a valuation that isn't as punchy as before. Given these factors, I am happy to initiate Nvidia with a buy rating.Recent Price ActionFollowing a truly parabolic price appreciation, Nvidia stock has gone into reverse over the past two and a half months. The stock achieved an all-time high on June 18th and has fallen 20% since then as of the close Friday. Shares were down as much as 26% in early August as a mix of factors spooked investors. These included the risk of a US recession, concerns about the return on capex investment for Nvidia's biggest customers, and a generation rotation within markets away from Tech and Communications in favor of more defensive sectors.The negative price performance was punctuated with a drop of nearly 6.5% following the release of fiscal Q2 earnings on August 28th. Expectations for the stock clearly got ahead of realism, as markets were disappointed despite a solid earnings beat on both the top and bottom lines. Revenue grew a staggering 122% year-on-year, with data center specific revenue up 154%.What earnings clearly showed in my view was the lack of potential air pockets in demand, as was reported by some media outlets. There had been some fear that as customers, in particular large-scale cloud operators, took time to integrate their existing GPU purchases, that there would be gaps in their demand patterns. This concern has been shown to be demonstrably false, given data center revenue grew over 150%. Additionally, less than 50% of data center sales went to Big Tech cloud players. This indicates that the insatiable demand for high-end GPUs is extending meaningfully to broader players such as Sovereign cloud operators, like in the Middle East, and enterprise customers seeking to keep up.Blackwell and BeyondInvestors were concerned going into earnings on reports that Nvidia's next-generation of chips, known as Blackwell, was delayed due to a design defect which impacted on production yields. CEO Jensen Huang confirmed that all issues had been resolved, and the new platform was set to begin shipment to customers in Q4 of this year. Blackwell promises to be a truly generational step forward in full-stack data center GPU computing. Nvidia claims the performance uplift over the hopper family of GPUs will be as much as 25x.Demand for the platform is likely to be voracious as Big Tech players in particular seem fixated on achieving the holy grail of Artificial General Intelligence or AGI. Mark Zuckerberg of Meta Platforms (META) was recently quoted as saying the next generation of AI models will consume 10x the compute to train. It would seem that all roads lead to Blackwell, with the new platform becoming table stakes for the Tech giants in their competition to build out cutting-edge infrastructure. On the issue of spending cadence, Zuckerberg stated:“It's hard to predict how this will trend multiple generations out into the future. But at this point, I'd rather risk building capacity before it is needed rather than too late, given the long lead times for spinning up new inference projects.” (Mark Zuckerberg, Meta Press Release.)A simple examination of capex forecasts at Big Tech players is a good proxy for future demand for Nvidia chips, given a large portion of incremental capex has been allocated in that manner. Microsoft (MSFT) increased 2024 capex by 58% and is expected to raise further in 2025 by nearly another 30%. Google (GOOG) is expected to raise their capex level by 55% in 2024 and Meta is expected to increase its number by 40%. It is clear to me that demand for Nvidia's Blackwell platform will be as robust as it was for Hopper. The risk of missing a trick in AI development is a cost Nvidia's largest customers are not willing to bear.ValuationFor me, valuation has consistently been a hurdle to finding a good entry point for Nvidia stock. Recently, the stock has consistently traded at or above a 40-50x forward P/E, this contrasts to a twenty-year average P/E from 2000 to 2020 of closer to 26x.KoyfinHowever, as earnings have continued to grow substantially as noted above and the stock price has come back down to earth, the valuation multiple once again looks reasonable. Nvidia is trading on a 30x P/E which is in-line with Big Tech peers Microsoft and Apple (AAPL). However, despite an equivalent P/E multiple, Nvidia is forecast to grow substantially more in the medium term, with an EPS forecast nearly 3x Microsoft's and over 4x Apple's.KoyfinAs we can see below, on a PEG basis, Nvidia is the cheapest it has been in a decade. I expect ownership of Nvidia to likely entail much higher volatility than the likes of Apple, a defensive trait that allows the latter to justify such a high multiple despite relatively modest growth. However, I believe if investors have realistic expectations about growth prospects for Nvidia from here, and can stomach a bit of volatility, they should be rewarded with above market performance for holding the stock from here.KoyfinAdopting a discounted cash flow (“DCF”) approach, I model conservatively. The medium term analyst growth forecast for the stock is currently 36%, I have chosen to use 30% for my DCF to give us some margin of error in estimates. Nvidia has tended to beat estimates historically, so I would not be surprised if my forecast proves quite conservative. For the second stage of growth, I selected 10% EPS growth for two reasons. First, as Nvidia grows, the base effect of higher earnings will naturally lead to lower growth due to the law of large numbers. Secondly, 10% growth is akin to the long term EPS growth rate of the broader S&P 500 (SP500). I once again view this estimate as likely conservative, as I would be surprised if in only 5 years' time Nvidia was growing just at the same pace as the index.My DCF tells me that when adopting conservative estimates, it looks reasonable for investors to expect a return in the mid-teens from the current entry point. The recent strong sell off in the stock looks to have created a nice spot for investors looking to buy or add to existing positions.AuthorRisksThe first obvious risk to Nvidia's trajectory is the threat from other chip plays and hyperscale cloud players' in-house efforts to develop custom chips. As it stands, Nvidia has a clear lead over competitors such as Advanced Micro Devices (AMD), a study from TechInsights showed Nvidia with a market share in the high-90s for data center GPU, which suggests a massive lead ahead of competition. However, such dominance can create uneasiness for customers as they end up locked in to one vendor, creating an uncomfortable over-reliance.Another risk which Nvidia's dominance creates is the threat of government antitrust action. Just last week, we saw reports that the Department of Justice had sent a probe to Nvidia, which the company strangely may not have received. Whatever the case may be, it is clear that Nvidia is now in the sights of regulators. Elizabeth Warren, a prominent US senator, has been quick to voice her support for an investigation into Nvidia. The firm claims, rightly in my view, that its dominance of markets is a function of its superior products rather than market manipulation. This risk is newly unfolding. In the short term, I do not expect anything which changes my buy thesis, but it will remain an issue to watch.ConclusionWrapping it all up, I believe that Nvidia now represents a solid buying opportunity for investors, given the recent sell-off has taken some froth out of the stock. The valuation looks fairly reasonable both vs. the firm's history and vs. some of its Big Tech peers, and adjusting for expected growth rates one could make the case Nvidia is the most attractive in a decade.The firm does indeed face threats from growing competition and the watchful eye of regulators, but the demand for its chips doesn't look to have much end in sight. Hyperscale cloud players and others will have no choice but to fork out for Blackwell chips when they become available later this year. Failure to do so would allow competition in the race to develop ever more sophisticated AI models to gain a sizable lead. The performance uplift from Blackwell is simply too great to miss out on, as a result, I expect demand to hold firm for years to come and the stock to perform nicely from here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340389331320968,"gmtCreate":1724133807445,"gmtModify":1724133810669,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340389331320968","repostId":"2460052498","repostType":4,"repost":{"id":"2460052498","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":1724122829,"share":"https://ttm.financial/m/news/2460052498?lang=&edition=fundamental","pubTime":"2024-08-20 11:00","market":"us","language":"en","title":"Here's How U.S. Stocks Historically Perform Around the Fed's Jackson Hole Gathering","url":"https://stock-news.laohu8.com/highlight/detail?id=2460052498","media":"Dow Jones","summary":"Companies seem confident about their 'near-term earnings power,' says DataTrek's Nicholas Colas. U.S. stocks historically rise around the Federal Reserve's annual Jackson Hole Economic Policy Symposium - a gathering this week that will be closely watched by investors on Friday, when Fed Chair Jerome Powell is scheduled to give a speech, according to DataTrek Research.\"The S&P 500 tends to rally over the 2 weeks on either side of the Fed's Jackson Hole conference, with returns coming mostly after the Chair's speech,\" said DataTrek co-founder Nicholas Colas in a note emailed Monday. \"We expect to see the same pattern this year.\". DataTrek considers 2022, when the S&P 500 saw a big slump around the time of Jackson Hole, as \"an outlier year given the Fed's aggressive monetary policy\" aimed at taming high inflation with a series of interest-rate hikes.Meanwhile, companies don't seem all that worried about a recession in the near term, at least judging by their recent earnings call","content":"<html><head></head><body><p>Companies seem confident about their “near-term earnings power,” says DataTrek&#39;s Nicholas Colas.</p><p>U.S. stocks historically rise around the Federal Reserve&#39;s annual Jackson Hole Economic Policy Symposium - a gathering this week that will be closely watched by investors on Friday, when Fed Chair Jerome Powell is scheduled to give a speech, according to DataTrek Research.</p><p>&#34;The S&amp;P 500 tends to rally over the 2 weeks on either side of the Fed&#39;s Jackson Hole conference, with returns coming mostly after the Chair&#39;s speech,&#34; said DataTrek co-founder Nicholas Colas in a note emailed Monday. &#34;We expect to see the same pattern this year.&#34;</p><p>The Jackson Hole Economic Policy Symposium, a gathering of central bankers and economists in Jackson Hole, Wyo., will be held this week on Aug. 22-24. Powell is scheduled to speak at the retreat on Friday at 10 a.m. Eastern time.</p><p>The  <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a>, a gauge of U.S. large-cap stocks, has averaged a 0.9% return over the two-week period around Jackson Hole since 2010, according to DataTrek. &#34;Fed Chairs don&#39;t always attend, and we have noted those years,&#34; Colas said, referring to the table below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a036034819cc2d903719f03ccb079279\" tg-width=\"790\" tg-height=\"611\"/></p><p>DataTrek considers 2022, when the S&amp;P 500 saw a big slump around the time of Jackson Hole, as &#34;an outlier year given the Fed&#39;s aggressive monetary policy&#34; aimed at taming high inflation with a series of interest-rate hikes.</p><p>Powell&#39;s 2022 Jackson Hole speech &#34;surprised markets,&#34; as he signaled the Fed would do whatever it takes to bring down inflation, according to Colas. Powell also warned at the time that higher rates would probably lead to &#34;some pain to households and businesses,&#34; as the Fed&#39;s tightening of monetary policy would likely slow growth and soften the labor market.</p><p>Now, investors are anticipating rate cuts from the Fed, as inflation has eased substantially and concerns about the economy increased following a recent softening in the U.S. jobs market.</p><p>&#34;Market expectations for Fed rate cuts later this year are very high,&#34; Colas said. &#34;Powell should be reassuring enough on the topic this Friday to see the typical &#39;Jackson Hole Drift&#39; higher over the next 2 weeks.&#34;</p><p>The S&amp;P 500 saw a strong rally last week, finishing Friday 2% below its record closing high on July 16, according to Dow Jones Market Data. The U.S. stock market rebounded after worries over a softer-than-expected jobs report earlier this month sparked a selloff.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9c6a0d4a8fddebfd481eeaf230884f1\" tg-width=\"300\" tg-height=\"400\"/></p><p>Ahead of his highly anticipated Jackson Hole speech, Powell &#34;knows markets are coming off a volatile few weeks and will therefore want to choose his words carefully,&#34; said Colas.</p><p>Meanwhile, companies don&#39;t seem all that worried about a recession in the near term, at least judging by their recent earnings calls, according to DataTrek.</p><p>Six percent of S&amp;P 500 companies mentioned &#34;recession&#34; during their calls with investors and analysts about their second-quarter earnings results, which is &#34;quite low,&#34; said Colas.</p><p>&#34;That is not so much an economic observation as a signal that corporate managements remain confident in their companies&#39; near-term earnings power,&#34; Colas said. &#34;If there were any need to excuse either earnings misses or reduced forward guidance, we would certainly be hearing more about recession looming somewhere just over the horizon.&#34;</p><p>By contrast, the &#34;pandemic recession&#34; in the first quarter of 2020 saw 42% of S&amp;P 500 companies cite &#34;recession&#34; in their investor calls for that period, according to the DataTrek note, which cited FactSet data in the chart below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a59c4b4cb2902c65f26c5d8c92107ee9\" tg-width=\"770\" tg-height=\"442\"/></p><p>During the &#34;technical recession&#34; in the U.S. in the first half of 2022, when gross domestic product was &#34;negative&#34; for two straight quarters, mentions of &#34;recession&#34; peaked at 47% in the second quarter of that year, the DataTrek note shows.</p><p>Such mentions remained elevated for the remainder of 2022, despite the U.S. economy &#34;clearly not experiencing&#34; a recession as defined by the National Bureau of Economic Research, said Colas. He noted that a recession amounts to &#34;a significant decline in economic activity that lasts more than a few months and is spread across the economy.&#34;</p><p>In Colas&#39;s view, &#34;the managements of S&amp;P 500 companies, facing difficult 2021 comparisons in 2022, used &#39;recession&#39; as an excuse for the contraction in their earnings.&#34;</p><p>Investors on Thursday will see flash readings on the U.S. manufacturing and services sectors this month from S&amp;P Global&#39;s purchasing managers&#39; index. That same day, weekly data on initial jobless claims in the U.S. will be released.</p><p>&#34;Last Thursday&#39;s initial claims report reassured markets that U.S. labor demand remains OK,&#34; Colas said, so Powell can &#34;lean into a confident message about the American economy.&#34;</p><p>The U.S. stock market was rising Monday afternoon, with the S&amp;P 500, the Dow Jones Industrial Average DJIA and the technology-heavy Nasdaq Composite COMP each climbing around 0.6%, according to FactSet data, at last check. The market&#39;s increase brought the S&amp;P 500&#39;s year-to-date gain to around 17%.</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>Here's How U.S. Stocks Historically Perform Around the Fed's Jackson Hole Gathering</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\">\nHere's How U.S. Stocks Historically Perform Around the Fed's Jackson Hole Gathering\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-20 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Companies seem confident about their “near-term earnings power,” says DataTrek&#39;s Nicholas Colas.</p><p>U.S. stocks historically rise around the Federal Reserve&#39;s annual Jackson Hole Economic Policy Symposium - a gathering this week that will be closely watched by investors on Friday, when Fed Chair Jerome Powell is scheduled to give a speech, according to DataTrek Research.</p><p>&#34;The S&amp;P 500 tends to rally over the 2 weeks on either side of the Fed&#39;s Jackson Hole conference, with returns coming mostly after the Chair&#39;s speech,&#34; said DataTrek co-founder Nicholas Colas in a note emailed Monday. &#34;We expect to see the same pattern this year.&#34;</p><p>The Jackson Hole Economic Policy Symposium, a gathering of central bankers and economists in Jackson Hole, Wyo., will be held this week on Aug. 22-24. Powell is scheduled to speak at the retreat on Friday at 10 a.m. Eastern time.</p><p>The  <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a>, a gauge of U.S. large-cap stocks, has averaged a 0.9% return over the two-week period around Jackson Hole since 2010, according to DataTrek. &#34;Fed Chairs don&#39;t always attend, and we have noted those years,&#34; Colas said, referring to the table below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a036034819cc2d903719f03ccb079279\" tg-width=\"790\" tg-height=\"611\"/></p><p>DataTrek considers 2022, when the S&amp;P 500 saw a big slump around the time of Jackson Hole, as &#34;an outlier year given the Fed&#39;s aggressive monetary policy&#34; aimed at taming high inflation with a series of interest-rate hikes.</p><p>Powell&#39;s 2022 Jackson Hole speech &#34;surprised markets,&#34; as he signaled the Fed would do whatever it takes to bring down inflation, according to Colas. Powell also warned at the time that higher rates would probably lead to &#34;some pain to households and businesses,&#34; as the Fed&#39;s tightening of monetary policy would likely slow growth and soften the labor market.</p><p>Now, investors are anticipating rate cuts from the Fed, as inflation has eased substantially and concerns about the economy increased following a recent softening in the U.S. jobs market.</p><p>&#34;Market expectations for Fed rate cuts later this year are very high,&#34; Colas said. &#34;Powell should be reassuring enough on the topic this Friday to see the typical &#39;Jackson Hole Drift&#39; higher over the next 2 weeks.&#34;</p><p>The S&amp;P 500 saw a strong rally last week, finishing Friday 2% below its record closing high on July 16, according to Dow Jones Market Data. The U.S. stock market rebounded after worries over a softer-than-expected jobs report earlier this month sparked a selloff.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9c6a0d4a8fddebfd481eeaf230884f1\" tg-width=\"300\" tg-height=\"400\"/></p><p>Ahead of his highly anticipated Jackson Hole speech, Powell &#34;knows markets are coming off a volatile few weeks and will therefore want to choose his words carefully,&#34; said Colas.</p><p>Meanwhile, companies don&#39;t seem all that worried about a recession in the near term, at least judging by their recent earnings calls, according to DataTrek.</p><p>Six percent of S&amp;P 500 companies mentioned &#34;recession&#34; during their calls with investors and analysts about their second-quarter earnings results, which is &#34;quite low,&#34; said Colas.</p><p>&#34;That is not so much an economic observation as a signal that corporate managements remain confident in their companies&#39; near-term earnings power,&#34; Colas said. &#34;If there were any need to excuse either earnings misses or reduced forward guidance, we would certainly be hearing more about recession looming somewhere just over the horizon.&#34;</p><p>By contrast, the &#34;pandemic recession&#34; in the first quarter of 2020 saw 42% of S&amp;P 500 companies cite &#34;recession&#34; in their investor calls for that period, according to the DataTrek note, which cited FactSet data in the chart below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a59c4b4cb2902c65f26c5d8c92107ee9\" tg-width=\"770\" tg-height=\"442\"/></p><p>During the &#34;technical recession&#34; in the U.S. in the first half of 2022, when gross domestic product was &#34;negative&#34; for two straight quarters, mentions of &#34;recession&#34; peaked at 47% in the second quarter of that year, the DataTrek note shows.</p><p>Such mentions remained elevated for the remainder of 2022, despite the U.S. economy &#34;clearly not experiencing&#34; a recession as defined by the National Bureau of Economic Research, said Colas. He noted that a recession amounts to &#34;a significant decline in economic activity that lasts more than a few months and is spread across the economy.&#34;</p><p>In Colas&#39;s view, &#34;the managements of S&amp;P 500 companies, facing difficult 2021 comparisons in 2022, used &#39;recession&#39; as an excuse for the contraction in their earnings.&#34;</p><p>Investors on Thursday will see flash readings on the U.S. manufacturing and services sectors this month from S&amp;P Global&#39;s purchasing managers&#39; index. That same day, weekly data on initial jobless claims in the U.S. will be released.</p><p>&#34;Last Thursday&#39;s initial claims report reassured markets that U.S. labor demand remains OK,&#34; Colas said, so Powell can &#34;lean into a confident message about the American economy.&#34;</p><p>The U.S. stock market was rising Monday afternoon, with the S&amp;P 500, the Dow Jones Industrial Average DJIA and the technology-heavy Nasdaq Composite COMP each climbing around 0.6%, according to FactSet data, at last check. The market&#39;s increase brought the S&amp;P 500&#39;s year-to-date gain to around 17%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4588":"碎股","BK4504":"桥水持仓",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2460052498","content_text":"Companies seem confident about their “near-term earnings power,” says DataTrek's Nicholas Colas.U.S. stocks historically rise around the Federal Reserve's annual Jackson Hole Economic Policy Symposium - a gathering this week that will be closely watched by investors on Friday, when Fed Chair Jerome Powell is scheduled to give a speech, according to DataTrek Research.\"The S&P 500 tends to rally over the 2 weeks on either side of the Fed's Jackson Hole conference, with returns coming mostly after the Chair's speech,\" said DataTrek co-founder Nicholas Colas in a note emailed Monday. \"We expect to see the same pattern this year.\"The Jackson Hole Economic Policy Symposium, a gathering of central bankers and economists in Jackson Hole, Wyo., will be held this week on Aug. 22-24. Powell is scheduled to speak at the retreat on Friday at 10 a.m. Eastern time.The  S&P 500, a gauge of U.S. large-cap stocks, has averaged a 0.9% return over the two-week period around Jackson Hole since 2010, according to DataTrek. \"Fed Chairs don't always attend, and we have noted those years,\" Colas said, referring to the table below.DataTrek considers 2022, when the S&P 500 saw a big slump around the time of Jackson Hole, as \"an outlier year given the Fed's aggressive monetary policy\" aimed at taming high inflation with a series of interest-rate hikes.Powell's 2022 Jackson Hole speech \"surprised markets,\" as he signaled the Fed would do whatever it takes to bring down inflation, according to Colas. Powell also warned at the time that higher rates would probably lead to \"some pain to households and businesses,\" as the Fed's tightening of monetary policy would likely slow growth and soften the labor market.Now, investors are anticipating rate cuts from the Fed, as inflation has eased substantially and concerns about the economy increased following a recent softening in the U.S. jobs market.\"Market expectations for Fed rate cuts later this year are very high,\" Colas said. \"Powell should be reassuring enough on the topic this Friday to see the typical 'Jackson Hole Drift' higher over the next 2 weeks.\"The S&P 500 saw a strong rally last week, finishing Friday 2% below its record closing high on July 16, according to Dow Jones Market Data. The U.S. stock market rebounded after worries over a softer-than-expected jobs report earlier this month sparked a selloff.Ahead of his highly anticipated Jackson Hole speech, Powell \"knows markets are coming off a volatile few weeks and will therefore want to choose his words carefully,\" said Colas.Meanwhile, companies don't seem all that worried about a recession in the near term, at least judging by their recent earnings calls, according to DataTrek.Six percent of S&P 500 companies mentioned \"recession\" during their calls with investors and analysts about their second-quarter earnings results, which is \"quite low,\" said Colas.\"That is not so much an economic observation as a signal that corporate managements remain confident in their companies' near-term earnings power,\" Colas said. \"If there were any need to excuse either earnings misses or reduced forward guidance, we would certainly be hearing more about recession looming somewhere just over the horizon.\"By contrast, the \"pandemic recession\" in the first quarter of 2020 saw 42% of S&P 500 companies cite \"recession\" in their investor calls for that period, according to the DataTrek note, which cited FactSet data in the chart below.During the \"technical recession\" in the U.S. in the first half of 2022, when gross domestic product was \"negative\" for two straight quarters, mentions of \"recession\" peaked at 47% in the second quarter of that year, the DataTrek note shows.Such mentions remained elevated for the remainder of 2022, despite the U.S. economy \"clearly not experiencing\" a recession as defined by the National Bureau of Economic Research, said Colas. He noted that a recession amounts to \"a significant decline in economic activity that lasts more than a few months and is spread across the economy.\"In Colas's view, \"the managements of S&P 500 companies, facing difficult 2021 comparisons in 2022, used 'recession' as an excuse for the contraction in their earnings.\"Investors on Thursday will see flash readings on the U.S. manufacturing and services sectors this month from S&P Global's purchasing managers' index. That same day, weekly data on initial jobless claims in the U.S. will be released.\"Last Thursday's initial claims report reassured markets that U.S. labor demand remains OK,\" Colas said, so Powell can \"lean into a confident message about the American economy.\"The U.S. stock market was rising Monday afternoon, with the S&P 500, the Dow Jones Industrial Average DJIA and the technology-heavy Nasdaq Composite COMP each climbing around 0.6%, according to FactSet data, at last check. The market's increase brought the S&P 500's year-to-date gain to around 17%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339457901195536,"gmtCreate":1723879699514,"gmtModify":1723879703783,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$ </a>&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$ </a>&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","text":"$Reddit(RDDT)$ $Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339457901195536","repostId":"338845716672784","repostType":1,"repost":{"id":338845716672784,"gmtCreate":1723730240402,"gmtModify":1731176733523,"author":{"id":"3560204717545571","authorId":"3560204717545571","name":"Kok","avatar":"https://static.tigerbbs.com/efc25bb5380f85af49509ed68d9a3d8f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560204717545571","idStr":"3560204717545571"},"themes":[],"htmlText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/LULU 20241220 220.0 PUT\">$LULU 20241220 220.0 PUT$&nbsp;</a> ,rolling this option manually as using the rolling function gives a poorer price spread","listText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/LULU 20241220 220.0 PUT\">$LULU 20241220 220.0 PUT$&nbsp;</a> ,rolling this option manually as using the rolling function gives a poorer price spread","text":"I opened 1 lot(s) $LULU 20241220 220.0 PUT$ ,rolling this option manually as using the rolling function gives a poorer price spread","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338845716672784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339457139769752,"gmtCreate":1723879418094,"gmtModify":1723879423106,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[{"img":"https://community-static.tradeup.com/news/5ee3c508ff1d96bfd7f116fd4c87c40e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339457139769752","repostId":"338845716672784","repostType":1,"repost":{"id":338845716672784,"gmtCreate":1723730240402,"gmtModify":1731176733523,"author":{"id":"3560204717545571","authorId":"3560204717545571","name":"Kok","avatar":"https://static.tigerbbs.com/efc25bb5380f85af49509ed68d9a3d8f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560204717545571","idStr":"3560204717545571"},"themes":[],"htmlText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/LULU 20241220 220.0 PUT\">$LULU 20241220 220.0 PUT$&nbsp;</a> ,rolling this option manually as using the rolling function gives a poorer price spread","listText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/LULU 20241220 220.0 PUT\">$LULU 20241220 220.0 PUT$&nbsp;</a> ,rolling this option manually as using the rolling function gives a poorer price spread","text":"I opened 1 lot(s) $LULU 20241220 220.0 PUT$ ,rolling this option manually as using the rolling function gives a poorer price spread","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338845716672784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":339005351366664,"gmtCreate":1723805808704,"gmtModify":1723805814105,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LULU\">$Lululemon Athletica(LULU)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LULU\">$Lululemon Athletica(LULU)$ </a>&nbsp;","text":"$Lululemon Athletica(LULU)$","images":[{"img":"https://community-static.tradeup.com/news/2cd1c1f0f9d30305f0d141024fa23a28"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339005351366664","repostId":"9000980585","repostType":1,"repost":{"id":9000980585,"gmtCreate":1639726096304,"gmtModify":1733298571320,"author":{"id":"3527667618000160","authorId":"3527667618000160","name":"CaptainTiger","avatar":"https://static.tigerbbs.com/5d0e54b757b231beb8b11fd49de85317","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618000160","idStr":"3527667618000160"},"themes":[],"title":"What is Editor's Pick & Criteria for receiving it","htmlText":"Hi&nbsp;Tigers!This is Captain Tiger, your most helpful friend in the Tiger Community!&nbsp;<a href=\"https://ttm.financial/TW/9000981648\" target=\"_blank\">Captain Tiger: Your most helpful friend in the Tiger Community</a>You may have seen many articles with a \"PICK\" sign in the front, which means it is an Editor's Pick. In simple words, the post has been viewed by the Tiger Community Team and has been recommended due to its high-quality content and analysis.Then you may wonder: how do Tigers benefit from getting an editor's pick?Well, before answering the question, I must introduce you to one thing: Tiger Coins, the virtual coins that you can use in the Tiger Community to redeem gifts such as souvenir Tigers, commission-free trading cards, stock vouchers, etc.. (Here&nbsp;the&nbsp;link&nbsp;","listText":"Hi&nbsp;Tigers!This is Captain Tiger, your most helpful friend in the Tiger Community!&nbsp;<a href=\"https://ttm.financial/TW/9000981648\" target=\"_blank\">Captain Tiger: Your most helpful friend in the Tiger Community</a>You may have seen many articles with a \"PICK\" sign in the front, which means it is an Editor's Pick. In simple words, the post has been viewed by the Tiger Community Team and has been recommended due to its high-quality content and analysis.Then you may wonder: how do Tigers benefit from getting an editor's pick?Well, before answering the question, I must introduce you to one thing: Tiger Coins, the virtual coins that you can use in the Tiger Community to redeem gifts such as souvenir Tigers, commission-free trading cards, stock vouchers, etc.. (Here&nbsp;the&nbsp;link&nbsp;","text":"Hi Tigers!This is Captain Tiger, your most helpful friend in the Tiger Community! Captain Tiger: Your most helpful friend in the Tiger CommunityYou may have seen many articles with a \"PICK\" sign in the front, which means it is an Editor's Pick. In simple words, the post has been viewed by the Tiger Community Team and has been recommended due to its high-quality content and analysis.Then you may wonder: how do Tigers benefit from getting an editor's pick?Well, before answering the question, I must introduce you to one thing: Tiger Coins, the virtual coins that you can use in the Tiger Community to redeem gifts such as souvenir Tigers, commission-free trading cards, stock vouchers, etc.. (Here the link","images":[{"img":"https://static.tigerbbs.com/f05da04faccffb281e410c2230d54cdd"},{"img":"https://static.tigerbbs.com/c6bcca8831fd6ca15324729d2322a267"},{"img":"https://static.tigerbbs.com/748be6f51f65a949086ea073dbeb6907"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000980585","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":335202709356568,"gmtCreate":1722866441643,"gmtModify":1722866443787,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDQ\">$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDQ\">$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ </a>&nbsp;","text":"$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$","images":[{"img":"https://community-static.tradeup.com/news/7c512744d7623041390e1122e1582dd4","width":"720","height":"1219"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335202709356568","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":335202511413336,"gmtCreate":1722866427586,"gmtModify":1722866430491,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDQ\">$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDQ\">$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ </a>&nbsp;","text":"$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335202511413336","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313936103911688,"gmtCreate":1717664899742,"gmtModify":1717665314513,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313936103911688","repostId":"1159238783","repostType":2,"repost":{"id":"1159238783","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1717664400,"share":"https://ttm.financial/m/news/1159238783?lang=&edition=fundamental","pubTime":"2024-06-06 17:00","market":"us","language":"en","title":"U.S. Stocks to Watch | Nvidia, TSMC, GameStop, Novavax, Lululemon, Five Below, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1159238783","media":"Tiger Newspress","summary":"US stock futures were flat on Thursday after the S&P 500 and Nasdaq indexes hit record closing highs on Wednesday, powered mainly by technology stocks as markets digested economic data that could supp","content":"<html><head></head><body><p>US stock futures were flat on Thursday after the S&amp;P 500 and Nasdaq indexes hit record closing highs on Wednesday, powered mainly by technology stocks as markets digested economic data that could support a much-expected start to the Federal Reserve&#39;s policy easing cycle.</p><p>These stocks made moves Thursday:.</p><p><strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></strong> - Nvidia shares gained another 1.5% in premarket trading Thursday after jumping 5.2% on Wednesday.</p><p>Nvidia&#39;s rallied to record highs on Wednesday, with the artificial intelligence chipmaker&#39;s valuation breaching the $3 trillion mark and overtaking Apple to become the world&#39;s second most valuable company.</p><p>Nvidia is preparing to split its stock ten-for-one, effective on June 7, a move that could increase its appeal to individual investors.</p><p><strong><a href=\"https://laohu8.com/S/TSM\">TSMC</a></strong> - TSMC gained another 1.7% in premarket trading Thursday after analysts reported that ASML is optimistic that TSMC will receive its advanced chipmaking machine this year. On Wednesday, TSMC said it plans to repurchase 3.25 million shares on the Taiwan Stock Exchange. The buyback is aimed at offsetting stock dilution from shares issued to employees under incentive programs.</p><p><strong><a href=\"https://laohu8.com/S/GME\">GameStop</a></strong> - GameStop shares dropped 3.4% in premarket trading Thursday after soaring 19.1% on Wednesday.</p><p>Shares of GameStop Corp. resumed their rally Wednesday, with the stock climbing 19.1% after ending Tuesday&#39;s session down 5.4%.</p><p style=\"text-align: start;\">The videogame retailer&#39;s shares finished trading at $31.57, their highest close since May 15, 2024, when they ended that day&#39;s session at $39.55. GameStop&#39;s stock is now up four of the last five trading sessions.</p><p><strong><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></strong> - Novavax said it expected it would be able to deliver a vaccine targeting the strain of Covid-19 recommended by a regulatory advisory group in the U.S. by September. The shares surged 20% in premarket trading Thursday.</p><p><strong><a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica</a></strong> - Lululemon&#39;s stock rose 8.9% in premarket trading Thursday as the company boosted its full-year profit outlook and raised its stock repurchase program by $1 billion.</p><p><strong><a href=\"https://laohu8.com/S/FIVE\">Five Below</a></strong> - Five Below Inc. cut its sales forecast for the year after a tough quarter where the retailer stocked more Squishmallows than shoppers wanted to buy. The shares tumbled 16.5% in premarket trading Thursday.</p><p><strong><a href=\"https://laohu8.com/S/VSCO\">Victoria&#39;s Secret &amp; Co</a></strong> - Victoria’s Secret &amp; Co. on Wednesday said it was “encouraged” by demand for its bras, sleepwear and other clothing in May, but the company said it was exercising restraint amid continued caution more broadly among the U.S. consumer. The shares dropped 2.3% in premarket trading Thursday.</p><p><strong><a href=\"https://laohu8.com/S/SMAR\">Smartsheet</a></strong> - Smartsheet Inc. delivered an upbeat earnings outlook, sending shares of the software maker 12.7% higher in premarket trading Thursday. For the full fiscal year, Smartsheet models revenue of $1.116 billion to $1.121 billion, while the FactSet consensus was for $1.116 billion. The collaboration-software company’s prior full-year outlook was for $1.113 billion to $1.118 billion in revenue.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/25e9093f09ca87042d8aa141cd880adc\" alt=\"\"/></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>U.S. Stocks to Watch | Nvidia, TSMC, GameStop, Novavax, Lululemon, Five Below, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks to Watch | Nvidia, TSMC, GameStop, Novavax, Lululemon, Five Below, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-06-06 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US stock futures were flat on Thursday after the S&amp;P 500 and Nasdaq indexes hit record closing highs on Wednesday, powered mainly by technology stocks as markets digested economic data that could support a much-expected start to the Federal Reserve&#39;s policy easing cycle.</p><p>These stocks made moves Thursday:.</p><p><strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></strong> - Nvidia shares gained another 1.5% in premarket trading Thursday after jumping 5.2% on Wednesday.</p><p>Nvidia&#39;s rallied to record highs on Wednesday, with the artificial intelligence chipmaker&#39;s valuation breaching the $3 trillion mark and overtaking Apple to become the world&#39;s second most valuable company.</p><p>Nvidia is preparing to split its stock ten-for-one, effective on June 7, a move that could increase its appeal to individual investors.</p><p><strong><a href=\"https://laohu8.com/S/TSM\">TSMC</a></strong> - TSMC gained another 1.7% in premarket trading Thursday after analysts reported that ASML is optimistic that TSMC will receive its advanced chipmaking machine this year. On Wednesday, TSMC said it plans to repurchase 3.25 million shares on the Taiwan Stock Exchange. The buyback is aimed at offsetting stock dilution from shares issued to employees under incentive programs.</p><p><strong><a href=\"https://laohu8.com/S/GME\">GameStop</a></strong> - GameStop shares dropped 3.4% in premarket trading Thursday after soaring 19.1% on Wednesday.</p><p>Shares of GameStop Corp. resumed their rally Wednesday, with the stock climbing 19.1% after ending Tuesday&#39;s session down 5.4%.</p><p style=\"text-align: start;\">The videogame retailer&#39;s shares finished trading at $31.57, their highest close since May 15, 2024, when they ended that day&#39;s session at $39.55. GameStop&#39;s stock is now up four of the last five trading sessions.</p><p><strong><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></strong> - Novavax said it expected it would be able to deliver a vaccine targeting the strain of Covid-19 recommended by a regulatory advisory group in the U.S. by September. The shares surged 20% in premarket trading Thursday.</p><p><strong><a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica</a></strong> - Lululemon&#39;s stock rose 8.9% in premarket trading Thursday as the company boosted its full-year profit outlook and raised its stock repurchase program by $1 billion.</p><p><strong><a href=\"https://laohu8.com/S/FIVE\">Five Below</a></strong> - Five Below Inc. cut its sales forecast for the year after a tough quarter where the retailer stocked more Squishmallows than shoppers wanted to buy. The shares tumbled 16.5% in premarket trading Thursday.</p><p><strong><a href=\"https://laohu8.com/S/VSCO\">Victoria&#39;s Secret &amp; Co</a></strong> - Victoria’s Secret &amp; Co. on Wednesday said it was “encouraged” by demand for its bras, sleepwear and other clothing in May, but the company said it was exercising restraint amid continued caution more broadly among the U.S. consumer. The shares dropped 2.3% in premarket trading Thursday.</p><p><strong><a href=\"https://laohu8.com/S/SMAR\">Smartsheet</a></strong> - Smartsheet Inc. delivered an upbeat earnings outlook, sending shares of the software maker 12.7% higher in premarket trading Thursday. For the full fiscal year, Smartsheet models revenue of $1.116 billion to $1.121 billion, while the FactSet consensus was for $1.116 billion. The collaboration-software company’s prior full-year outlook was for $1.113 billion to $1.118 billion in revenue.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/25e9093f09ca87042d8aa141cd880adc\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159238783","content_text":"US stock futures were flat on Thursday after the S&P 500 and Nasdaq indexes hit record closing highs on Wednesday, powered mainly by technology stocks as markets digested economic data that could support a much-expected start to the Federal Reserve's policy easing cycle.These stocks made moves Thursday:.Nvidia - Nvidia shares gained another 1.5% in premarket trading Thursday after jumping 5.2% on Wednesday.Nvidia's rallied to record highs on Wednesday, with the artificial intelligence chipmaker's valuation breaching the $3 trillion mark and overtaking Apple to become the world's second most valuable company.Nvidia is preparing to split its stock ten-for-one, effective on June 7, a move that could increase its appeal to individual investors.TSMC - TSMC gained another 1.7% in premarket trading Thursday after analysts reported that ASML is optimistic that TSMC will receive its advanced chipmaking machine this year. On Wednesday, TSMC said it plans to repurchase 3.25 million shares on the Taiwan Stock Exchange. The buyback is aimed at offsetting stock dilution from shares issued to employees under incentive programs.GameStop - GameStop shares dropped 3.4% in premarket trading Thursday after soaring 19.1% on Wednesday.Shares of GameStop Corp. resumed their rally Wednesday, with the stock climbing 19.1% after ending Tuesday's session down 5.4%.The videogame retailer's shares finished trading at $31.57, their highest close since May 15, 2024, when they ended that day's session at $39.55. GameStop's stock is now up four of the last five trading sessions.Novavax - Novavax said it expected it would be able to deliver a vaccine targeting the strain of Covid-19 recommended by a regulatory advisory group in the U.S. by September. The shares surged 20% in premarket trading Thursday.Lululemon Athletica - Lululemon's stock rose 8.9% in premarket trading Thursday as the company boosted its full-year profit outlook and raised its stock repurchase program by $1 billion.Five Below - Five Below Inc. cut its sales forecast for the year after a tough quarter where the retailer stocked more Squishmallows than shoppers wanted to buy. The shares tumbled 16.5% in premarket trading Thursday.Victoria's Secret & Co - Victoria’s Secret & Co. on Wednesday said it was “encouraged” by demand for its bras, sleepwear and other clothing in May, but the company said it was exercising restraint amid continued caution more broadly among the U.S. consumer. The shares dropped 2.3% in premarket trading Thursday.Smartsheet - Smartsheet Inc. delivered an upbeat earnings outlook, sending shares of the software maker 12.7% higher in premarket trading Thursday. For the full fiscal year, Smartsheet models revenue of $1.116 billion to $1.121 billion, while the FactSet consensus was for $1.116 billion. The collaboration-software company’s prior full-year outlook was for $1.113 billion to $1.118 billion in revenue.Trade US Stocks 24/5 with Tiger Trade!","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313764262846480,"gmtCreate":1717641122289,"gmtModify":1717643130084,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313764262846480","repostId":"1157606964","repostType":2,"repost":{"id":"1157606964","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1717628697,"share":"https://ttm.financial/m/news/1157606964?lang=&edition=fundamental","pubTime":"2024-06-06 07:04","market":"us","language":"en","title":"Post-Bell | S&P 500, Nasdaq Close at Record Highs; Nvidia Rises 5%; Lululemon Soars 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1157606964","media":"Tiger Newspress","summary":"The S&P 500 and Nasdaq indexes hit record closing highs on Wednesday, powered mainly by technology stocks as markets digested economic data that could support a much-expected start to the Federal Rese","content":"<html><head></head><body><p>The S&amp;P 500 and Nasdaq indexes hit record closing highs on Wednesday, powered mainly by technology stocks as markets digested economic data that could support a much-expected start to the Federal Reserve&#39;s policy easing cycle.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 gained 62.69 points, or 1.18%, to end at 5,354.03, while the Nasdaq Composite rose 330.86 points, or 1.96%, to 17,187.90. The Dow Jones Industrial Average rose 96.04 points, or 0.25%, to 38,807.33.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/25210a47c992874bb897f24edb1fd563\" title=\"\" tg-width=\"951\" tg-height=\"147\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a> was already the world’s most valuable semiconductor firm. Now, it’s become the first computer-chip company ever to hit $3 trillion in market capitalization.</p><p style=\"text-align: start;\">The shares of the Santa Clara, California-based firm have rallied roughly 147% this year, adding about $1.8 trillion as the insatiable demand for its chips used to power artificial intelligence tasks skyrockets. On Wednesday, shares rose 5.2% to close at a record $1,224.40, pushing the market value to more than $3 trillion and overtaking <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> in the process.</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica Inc.</a> raised its profit outlook for the full year while also beating market expectations for earnings in the first quarter, driving shares up 9.73% in extended trading.</p><p><a href=\"https://laohu8.com/S/SFIX\">Stitch Fix</a> rose 29%. Not only did the personal styling company’s quarterly earnings come in stronger than expected, management raised its financial guidance for the fiscal year.</p><p><a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise</a> soared 11% to $19.48 after the technology company’s quarterly earnings exceeded expectations, partly because of strong demand for AI servers.</p><p>Guidewire Software climbed 18% after the insurance software company beat quarterly estimates and boosted its financial outlook.</p><p>CrowdStrike Holdings gained 12%. The security software firm was another company to report better-than-expected financial results for its fiscal first quarter, which ended in April.</p><p>Videogame retailer GameStop was up 19% after falling 5.4% on Tuesday, while movie theater chain AMC Entertainment was up 7.5% after sliding 0.4%. The stocks have seesawed this week after Keith Gill, the investor known as Roaring Kitty, shared a screenshot purporting to show an enormous stake in the company on social media.</p><p>Applied Materials gained 5.3% to $223.37 after Barclays analysts upgraded the chip equipment maker to Equal Weight from Underweight. They raised their target for the stock price to $225 from $165.</p><p>Dollar Tree slipped 4.9%. The discount retailer reported quarterly results in line with estimates and said it is considering selling or spinning off its Family Dollar business.</p><p>Instacart climbed 2.7% to $30.95. Gordan Haskett analysts upgraded shares of the grocery-delivery company to Buy from Hold and announced a stock-price target of $45.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_1687373455\">ASML to Ship Its $380 Million Chip Machine to TSMC This Year</h3><p><a href=\"https://laohu8.com/S/ASML\">ASML Holding NV</a> will ship its latest chipmaking machine to <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a> this year.</p><p style=\"text-align: start;\">Two of ASML’s biggest customers, TSMC and Intel Corp., will get the so-called high-NA extreme ultraviolet machine by the end of this year, Chief Financial Officer Roger Dassen told analysts in a recent call, according to company spokesperson Monique Mols.</p><h3 id=\"id_961427640\">Amazon&#39;s Robotaxi Unit Zoox to Begin Testing in Austin, Miami</h3><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>&#39;s robotaxi unit Zoox said on Wednesday it plans to start testing its autonomous vehicles in Austin, Texas, and Miami, a move that would mark its first trial sites outside the western United States.</p><p>Zoox will deploy its test fleet of retrofitted Toyota Highlanders with human safety drivers in small areas near the business and entertainment districts of the two cities, it said in a statement.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/cb2a68ea7a1c0e44eb3c83005b3fcbbc\" alt=\"\"/></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>Post-Bell | S&P 500, Nasdaq Close at Record Highs; Nvidia Rises 5%; Lululemon Soars 10%</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\">\nPost-Bell | S&P 500, Nasdaq Close at Record Highs; Nvidia Rises 5%; Lululemon Soars 10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-06-06 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 and Nasdaq indexes hit record closing highs on Wednesday, powered mainly by technology stocks as markets digested economic data that could support a much-expected start to the Federal Reserve&#39;s policy easing cycle.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 gained 62.69 points, or 1.18%, to end at 5,354.03, while the Nasdaq Composite rose 330.86 points, or 1.96%, to 17,187.90. The Dow Jones Industrial Average rose 96.04 points, or 0.25%, to 38,807.33.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/25210a47c992874bb897f24edb1fd563\" title=\"\" tg-width=\"951\" tg-height=\"147\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a> was already the world’s most valuable semiconductor firm. Now, it’s become the first computer-chip company ever to hit $3 trillion in market capitalization.</p><p style=\"text-align: start;\">The shares of the Santa Clara, California-based firm have rallied roughly 147% this year, adding about $1.8 trillion as the insatiable demand for its chips used to power artificial intelligence tasks skyrockets. On Wednesday, shares rose 5.2% to close at a record $1,224.40, pushing the market value to more than $3 trillion and overtaking <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> in the process.</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica Inc.</a> raised its profit outlook for the full year while also beating market expectations for earnings in the first quarter, driving shares up 9.73% in extended trading.</p><p><a href=\"https://laohu8.com/S/SFIX\">Stitch Fix</a> rose 29%. Not only did the personal styling company’s quarterly earnings come in stronger than expected, management raised its financial guidance for the fiscal year.</p><p><a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise</a> soared 11% to $19.48 after the technology company’s quarterly earnings exceeded expectations, partly because of strong demand for AI servers.</p><p>Guidewire Software climbed 18% after the insurance software company beat quarterly estimates and boosted its financial outlook.</p><p>CrowdStrike Holdings gained 12%. The security software firm was another company to report better-than-expected financial results for its fiscal first quarter, which ended in April.</p><p>Videogame retailer GameStop was up 19% after falling 5.4% on Tuesday, while movie theater chain AMC Entertainment was up 7.5% after sliding 0.4%. The stocks have seesawed this week after Keith Gill, the investor known as Roaring Kitty, shared a screenshot purporting to show an enormous stake in the company on social media.</p><p>Applied Materials gained 5.3% to $223.37 after Barclays analysts upgraded the chip equipment maker to Equal Weight from Underweight. They raised their target for the stock price to $225 from $165.</p><p>Dollar Tree slipped 4.9%. The discount retailer reported quarterly results in line with estimates and said it is considering selling or spinning off its Family Dollar business.</p><p>Instacart climbed 2.7% to $30.95. Gordan Haskett analysts upgraded shares of the grocery-delivery company to Buy from Hold and announced a stock-price target of $45.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_1687373455\">ASML to Ship Its $380 Million Chip Machine to TSMC This Year</h3><p><a href=\"https://laohu8.com/S/ASML\">ASML Holding NV</a> will ship its latest chipmaking machine to <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a> this year.</p><p style=\"text-align: start;\">Two of ASML’s biggest customers, TSMC and Intel Corp., will get the so-called high-NA extreme ultraviolet machine by the end of this year, Chief Financial Officer Roger Dassen told analysts in a recent call, according to company spokesperson Monique Mols.</p><h3 id=\"id_961427640\">Amazon&#39;s Robotaxi Unit Zoox to Begin Testing in Austin, Miami</h3><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>&#39;s robotaxi unit Zoox said on Wednesday it plans to start testing its autonomous vehicles in Austin, Texas, and Miami, a move that would mark its first trial sites outside the western United States.</p><p>Zoox will deploy its test fleet of retrofitted Toyota Highlanders with human safety drivers in small areas near the business and entertainment districts of the two cities, it said in a statement.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/cb2a68ea7a1c0e44eb3c83005b3fcbbc\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157606964","content_text":"The S&P 500 and Nasdaq indexes hit record closing highs on Wednesday, powered mainly by technology stocks as markets digested economic data that could support a much-expected start to the Federal Reserve's policy easing cycle.Market SnapshotThe S&P 500 gained 62.69 points, or 1.18%, to end at 5,354.03, while the Nasdaq Composite rose 330.86 points, or 1.96%, to 17,187.90. The Dow Jones Industrial Average rose 96.04 points, or 0.25%, to 38,807.33.Market MoversNvidia Corp. was already the world’s most valuable semiconductor firm. Now, it’s become the first computer-chip company ever to hit $3 trillion in market capitalization.The shares of the Santa Clara, California-based firm have rallied roughly 147% this year, adding about $1.8 trillion as the insatiable demand for its chips used to power artificial intelligence tasks skyrockets. On Wednesday, shares rose 5.2% to close at a record $1,224.40, pushing the market value to more than $3 trillion and overtaking Apple Inc. in the process.Lululemon Athletica Inc. raised its profit outlook for the full year while also beating market expectations for earnings in the first quarter, driving shares up 9.73% in extended trading.Stitch Fix rose 29%. Not only did the personal styling company’s quarterly earnings come in stronger than expected, management raised its financial guidance for the fiscal year.Hewlett Packard Enterprise soared 11% to $19.48 after the technology company’s quarterly earnings exceeded expectations, partly because of strong demand for AI servers.Guidewire Software climbed 18% after the insurance software company beat quarterly estimates and boosted its financial outlook.CrowdStrike Holdings gained 12%. The security software firm was another company to report better-than-expected financial results for its fiscal first quarter, which ended in April.Videogame retailer GameStop was up 19% after falling 5.4% on Tuesday, while movie theater chain AMC Entertainment was up 7.5% after sliding 0.4%. The stocks have seesawed this week after Keith Gill, the investor known as Roaring Kitty, shared a screenshot purporting to show an enormous stake in the company on social media.Applied Materials gained 5.3% to $223.37 after Barclays analysts upgraded the chip equipment maker to Equal Weight from Underweight. They raised their target for the stock price to $225 from $165.Dollar Tree slipped 4.9%. The discount retailer reported quarterly results in line with estimates and said it is considering selling or spinning off its Family Dollar business.Instacart climbed 2.7% to $30.95. Gordan Haskett analysts upgraded shares of the grocery-delivery company to Buy from Hold and announced a stock-price target of $45.Market NewsASML to Ship Its $380 Million Chip Machine to TSMC This YearASML Holding NV will ship its latest chipmaking machine to Taiwan Semiconductor Manufacturing Co. this year.Two of ASML’s biggest customers, TSMC and Intel Corp., will get the so-called high-NA extreme ultraviolet machine by the end of this year, Chief Financial Officer Roger Dassen told analysts in a recent call, according to company spokesperson Monique Mols.Amazon's Robotaxi Unit Zoox to Begin Testing in Austin, MiamiAmazon.com's robotaxi unit Zoox said on Wednesday it plans to start testing its autonomous vehicles in Austin, Texas, and Miami, a move that would mark its first trial sites outside the western United States.Zoox will deploy its test fleet of retrofitted Toyota Highlanders with human safety drivers in small areas near the business and entertainment districts of the two cities, it said in a statement.Trade US Stocks 24/5 with Tiger Trade!","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304493417603200,"gmtCreate":1715373810772,"gmtModify":1715378937900,"author":{"id":"4150581182654092","authorId":"4150581182654092","name":"LUMA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150581182654092","idStr":"4150581182654092"},"themes":[],"title":"An Invitation Letter from Tiger Brokers","htmlText":"Find out more here:<a href=\"https://tigr.link/7qV2AM\">An Invitation Letter from Tiger Brokers</a> I have won a lot of awards in Tiger Brokers, come and see what rewards you have!","listText":"Find out more here:<a href=\"https://tigr.link/7qV2AM\">An Invitation Letter from Tiger Brokers</a> I have won a lot of awards in Tiger Brokers, come and see what rewards you have!","text":"Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304493417603200","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}