Profile - To The Moon

Chororo

Posts · 464Posts · 464
Following · 0Following · 0
Followers · 0Followers · 0

- ChororoChororo
  ·2022-08-21
  .
  Will Snowflake Be Worth More Than Alphabet by 2030?
  Could this high-growth cloud stock become a cloud king?
  Will Snowflake Be Worth More Than Alphabet by 2030?
  1.75K Comment
  2
  Share
  Report
- ChororoChororo
  ·2022-08-11
  。
  Semiconductor Earnings Season Shows Strong Buys, Sells
  SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 ma
  Semiconductor Earnings Season Shows Strong Buys, Sells
  2.54K Comment
  2
  Share
  Report
- ChororoChororo
  ·2022-06-23
  .
  Oil Extends Slump as Specter of US Slowdown Unnerves Investors
  Oil extended a retreat on concern that a slowdown will hurt energy consumption, with Federal Reserve
  Oil Extends Slump as Specter of US Slowdown Unnerves Investors
  2.26K Comment
  2
  Share
  Report
- ChororoChororo
  ·2022-06-19
  .
  Sorry, this post has been deleted
  2.86K Comment
  3
  Share
  Report
- ChororoChororo
  ·2022-06-16
  .
  BHP Announces NSW’s Largest Coal Mine to Close By 2030
  The largest coal mine in NSW will close by 2030 after BHP failed to find a viable buyer for its Moun
  BHP Announces NSW’s Largest Coal Mine to Close By 2030
  2.66K Comment
  1
  Share
  Report
- ChororoChororo
  ·2022-06-13
  .
  Pan Asian Holdings Triggers SGX Query With 24.8% Share Price Hike
  Pan Asian Holdings has prompted a query from Singapore Exchange Regulation (SGX RegCo) after shares
  Pan Asian Holdings Triggers SGX Query With 24.8% Share Price Hike
  2.74K Comment
  1
  Share
  Report
- ChororoChororo
  ·2022-06-10
  .
  Nvidia Is On Track To Join The Trillion Dollar Club
  Nvidia (NASDAQ:NVDA) has been in for a wild ride over the past few months, just like most other tech
  Nvidia Is On Track To Join The Trillion Dollar Club
  3.19K Comment
  1
  Share
  Report
- ChororoChororo
  ·2022-06-03
  .
  Sorry, this post has been deleted
  3.75K Comment
  2
  Share
  Report
- ChororoChororo
  ·2022-06-01
  .
  Sorry, this post has been deleted
  2.75K Comment
  1
  Share
  Report
- ChororoChororo
  ·2022-05-29
  .
  The Best Stocks to Invest $1,000 in Right Now
  Airbnb and Tesla both have fantastic potential for long-term investors.
  The Best Stocks to Invest $1,000 in Right Now
  2.39K Comment
  2
  Share
  Report

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3548890322785063","uuid":"3548890322785063","gmtCreate":1592902352379,"gmtModify":1611714575305,"name":"Chororo","pinyin":"chororo","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":24,"headSize":30,"tweetSize":464,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.02","exceedPercentage":"60.64%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":9996999042,"gmtCreate":1661094429888,"gmtModify":1676536451794,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996999042","repostId":"2260000093","repostType":4,"repost":{"id":"2260000093","kind":"highlight","pubTimestamp":1661047111,"share":"https://ttm.financial/m/news/2260000093?lang=&edition=fundamental","pubTime":"2022-08-21 09:58","market":"us","language":"en","title":"Will Snowflake Be Worth More Than Alphabet by 2030?","url":"https://stock-news.laohu8.com/highlight/detail?id=2260000093","media":"Motley Fool","summary":"Could this high-growth cloud stock become a cloud king?","content":"<div>\n<p>Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Snowflake Be Worth More Than Alphabet by 2030?</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\">\nWill Snowflake Be Worth More Than Alphabet by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260000093","content_text":"Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett's Berkshire Hathaway and Salesforce.Snowflake's stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.Image source: Getty Images.Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.Snowflake is currently worth about $54 billion, so it's still dwarfed by cloud giants like Alphabet, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let's review Snowflake's business model, growth rates, and valuations to decide.Why is Snowflake growing so quickly?Snowflake's revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created \"data silos,\" which reduced their overall efficiency.Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce's Tableau and Microsoft's Power BI. This approach helps companies make better data-driven decisions.What are Snowflake's long-term plans?Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.But Snowflake won't be worth more than AlphabetSnowflake still trades at 27 times this year's sales, and it's doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.But that would still be less than a tenth of Alphabet's current market cap. Furthermore, Alphabet's valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won't come close to matching Alphabet's market cap by 2030, even if it checks off all its long-term goals.But investors shouldn't assume Snowflake can achieve those goals. Snowflake's success is already prompting Amazon, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it's still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake's prices.Snowflake's stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it's still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.","news_type":1,"symbols_score_info":{"SNOW":1}},"isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907436305,"gmtCreate":1660229679509,"gmtModify":1703500418005,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907436305","repostId":"1138137980","repostType":4,"repost":{"id":"1138137980","kind":"news","pubTimestamp":1660228622,"share":"https://ttm.financial/m/news/1138137980?lang=&edition=fundamental","pubTime":"2022-08-11 22:37","market":"us","language":"en","title":"Semiconductor Earnings Season Shows Strong Buys, Sells","url":"https://stock-news.laohu8.com/highlight/detail?id=1138137980","media":"Seeking Alpha","summary":"SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 ma","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TSM and AMD strong earnings and guidance.</li><li>INTC and NVDA had disastrous earnings.</li><li>There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.</li><li>Stock valuations are absurd for several firms.</li></ul><p><b>The semiconductor earnings season has been eventful. So far we have seen these key data points:</b></p><ul><li>Micron (MU) reported solid earnings but weak guidance, and then further reduced full-year guidance a month later</li><li>Taiwan Semiconductor Manufacturing Company (TSM) reported strong earnings, and guided for solid growth, while acknowledging that their customers were facing reduced demand in some product segments but still clamoring for more supply in others</li><li>Intel (INTC) reported a disastrous quarter (a very rare net loss!) and terrible guidance for the rest of the year</li><li>AMD (AMD) reported a solid quarter, with strong growth, and maintained strong guidance for the rest of the year, while acknowledging that the industry was facing reduced demand in client and gaming but strong demand in the datacenter</li><li>Nvidia (NVDA) pre-announced a horrendous quarter, with “gaming” revenue down 44% sequentially</li></ul><p>Why are some companies showing strength and others falling off a cliff? There are multiple factors at play.</p><p><b>The first is easing of supply chain constraints and reduction of COVID-induced demand.</b></p><p>During the first couple years of the COVID era there was a lot of demand for computers for employees and students to use while working and being educated at home. There was also increased demand for at home entertainment. This resulted in increased sales of PCs (especially low-end laptops like Chromebooks), and gaming equipment (especially gaming consoles and graphics cards). Many data points indicate that these demand spikes have been met and with more people returning to in-person activities, it is not surprising that demand for these pandemic-related items would take a step down.</p><p><i>The net result is a decrease in demand for certain semiconductor products.</i></p><p><b>The second is the bursting of the GPU-powered cryptocurrency mining bubble.</b></p><p>As illustrated in my recent article, GPU-based cryptocurrency mining (primarily Ethereum) has consumed an enormous amount of computing resources over the past two years. The increase in Ethereum hash rate represents the millions of GPUs (primarily from Nvidia) that were purchased to use for crypto mining, along with systems to put the GPUs in, and memory to go into the systems. With Ethereum ending GPU-based mining permanently in the next few months, that is an enormous source of demand that is going away and not coming back. People thinking Nvidia’s earnings collapse is a cyclical dip are fooling themselves.</p><p><img src=\"https://static.tigerbbs.com/b96cfac3a90268022c80c34292c38b95\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BitInfoCharts</p><p>(image source)</p><p><i>The net result is a dramatic decrease in demand for NVDA and AMD GPUs.</i></p><p><b>The third is a shift in market share from Intel and Nvidia to TSM and AMD.</b></p><p>Without going too far into the weeds, TSM has the world’s most advanced semiconductor manufacturing technology, so its customers (like AMD) have a significant competitive edge in product performance. Nvidia has started to shift its products more towards TSM’s foundries to better compete with AMD’s rapidly advancing GPU offerings. And as AMD takes more and more market share from Intel, it has in turn increased demand for TSM capacity.</p><p>The net result of these shifts is strong demand for AMD and TSM offerings at the expense of Intel and Nvidia.</p><p><b>Key Takeaways:</b></p><p><b>TSM is a strong buy</b> as it continues to consolidate market share and has long term hard contractual commitments (including multibillion dollar prepayments) from its customers. TSM is shielded from much of the current market conditions we have observed. With TSM in a global monopoly position, growing earnings at something around 50% per year, the stock is stupidly cheap at approximately 13x 2022 earnings.</p><p><b>AMD is a strong buy</b> as it continues to gain market share in high margin products and can continue to grow earnings despite the demand dip in the industry. The stock is also stupidly cheap at a mid- or upper-teens multiple of likely 2022 earnings given something around 50% per year earnings growth.</p><p><b>MU is a buy</b> as the valuation is quite low relative to its prospects and the nature of the demand downturn.</p><p><b>INTC is a sell</b> as its business (and profits) continues to flow to AMD (and TSM). The dividend is a risk. Intel needs a miracle (and a number of years) to turn itself around into an investable business.</p><p><b>NVDA is a strong sell</b> as its valuation remains egregiously high at 47x TTM earnings despite earnings falling off a cliff now as the crypto mining demand ends.</p><p><b>Pair Trade Idea</b></p><p>AMD has fallen about 7% in the two days since Nvidia’s pre-announcement of disastrous earnings. Perhaps traders assume that NVDA’s GPU sales falling off a cliff is bad news for AMD. But the problem with this assumption is that AMD just announced their Q2 earnings *seven days ago*. At the time AMD gave an update on their GPU sales and guided for Q3. It is extremely unlikely that the entire GPU market suddenly cratered in the handful of days since AMD reported and guided.</p><p>Instead, what we are seeing is a result of cryptocurrency mining demand for GPUs falling off a cliff. Nvidia shrewdly capitalized on this temporary source of demand and sold many millions of GPUs - and at enormously inflated prices - to crypto miners (primarily for mining Ethereum). AMD also benefitted somewhat from increased GPU demand, but since AMD is a diversified business with several business lines besides discrete GPUs, it was not as reliant on GPU sales. All of AMD’s business lines have been supply constrained for a couple years, so AMD dedicated their production capacity primarily to other products and left the crypto-fueled GPU demand largely to Nvidia.</p><p>On the Q2 earnings call, AMD’s CEO Lisa Su indicated that they saw declining GPU sales, and that the declines would continue in Q3. AMD was well aware of the GPU marketplace demand situation when it delivered solid guidance for Q3.</p><p>AMD continues to be enormously undervalued relative to NVDA, despite AMD’s strong fundamentals and Nvidia’s shaky earnings future.</p><p>I suspect a lot of pain is ahead for Nvidia. The company’s revenues are almost entirely from GPU sales, and a huge portion of those sales are likely going away permanently as crypto mining demand falls off a cliff. A significant earnings drop is likely. NVDA is currently trading at 47x TTM earnings. If the stock price doesn’t fall significantly, the earnings multiple could easily approach triple digits in the coming quarters.</p><p>In contrast, AMD is showing continued strength, especially from the data center.</p><p><b>Q2 comparison</b></p><p><img src=\"https://static.tigerbbs.com/3d2a7cf7e7f40fa2069cab2c4d52e370\" tg-width=\"563\" tg-height=\"238\" width=\"100%\" height=\"auto\"/></p><p>Both firms are now similar in size. AMD continues to grow at a fast rate, especially in the lucrative datacenter. AMD’s growing margins surpassed Nvidia’s newly cratered margins. And yet Nvidia’s valuation is almost 3x the size of AMD’s. I suspect this imbalance will be corrected over time as AMD continues to perform and Nvidia’s true underlying fundamentals become clear. In a reasonable market, AMD’s market cap should soon exceed Nvidia’s.</p><p>As AMD continues to grow market share, especially in the high-margin datacenter, earnings should grow quickly. I suspect we will see AMD earning at a $10+ per share rate sometime next year. The stock is trading at less than 10x that figure.</p><p>Nvidia is a great company, but the stock is wildly overpriced, especially given the deteriorating fundamentals. AMD is a great company with increasingly strong fundamentals and a lot of room to continue to take market share from Intel and Nvidia with very competitive products (and strong products in the pipeline). Why anyone would pay almost 3 times as much for Nvidia is beyond me.</p><p>Investors can consider a pair trade of long AMD and short NVDA. This trade would seek to capture the upside for AMD as its valuation moves up to a reasonable valuation reflecting its growing earnings power. The trade would also capture the downside for NVDA as the market realizes the hypergrowth narrative is broken and the multiple adjusts far downwards to appropriately reflect a company with declining earnings. The pair trade would attempt to hedge out macroeconomic fluctuations in the broader indexes and strength/weakness in the semiconductor industry.</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>Semiconductor Earnings Season Shows Strong Buys, Sells</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\">\nSemiconductor Earnings Season Shows Strong Buys, Sells\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 22:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.Stock valuations are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔","MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138137980","content_text":"SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.Stock valuations are absurd for several firms.The semiconductor earnings season has been eventful. So far we have seen these key data points:Micron (MU) reported solid earnings but weak guidance, and then further reduced full-year guidance a month laterTaiwan Semiconductor Manufacturing Company (TSM) reported strong earnings, and guided for solid growth, while acknowledging that their customers were facing reduced demand in some product segments but still clamoring for more supply in othersIntel (INTC) reported a disastrous quarter (a very rare net loss!) and terrible guidance for the rest of the yearAMD (AMD) reported a solid quarter, with strong growth, and maintained strong guidance for the rest of the year, while acknowledging that the industry was facing reduced demand in client and gaming but strong demand in the datacenterNvidia (NVDA) pre-announced a horrendous quarter, with “gaming” revenue down 44% sequentiallyWhy are some companies showing strength and others falling off a cliff? There are multiple factors at play.The first is easing of supply chain constraints and reduction of COVID-induced demand.During the first couple years of the COVID era there was a lot of demand for computers for employees and students to use while working and being educated at home. There was also increased demand for at home entertainment. This resulted in increased sales of PCs (especially low-end laptops like Chromebooks), and gaming equipment (especially gaming consoles and graphics cards). Many data points indicate that these demand spikes have been met and with more people returning to in-person activities, it is not surprising that demand for these pandemic-related items would take a step down.The net result is a decrease in demand for certain semiconductor products.The second is the bursting of the GPU-powered cryptocurrency mining bubble.As illustrated in my recent article, GPU-based cryptocurrency mining (primarily Ethereum) has consumed an enormous amount of computing resources over the past two years. The increase in Ethereum hash rate represents the millions of GPUs (primarily from Nvidia) that were purchased to use for crypto mining, along with systems to put the GPUs in, and memory to go into the systems. With Ethereum ending GPU-based mining permanently in the next few months, that is an enormous source of demand that is going away and not coming back. People thinking Nvidia’s earnings collapse is a cyclical dip are fooling themselves.BitInfoCharts(image source)The net result is a dramatic decrease in demand for NVDA and AMD GPUs.The third is a shift in market share from Intel and Nvidia to TSM and AMD.Without going too far into the weeds, TSM has the world’s most advanced semiconductor manufacturing technology, so its customers (like AMD) have a significant competitive edge in product performance. Nvidia has started to shift its products more towards TSM’s foundries to better compete with AMD’s rapidly advancing GPU offerings. And as AMD takes more and more market share from Intel, it has in turn increased demand for TSM capacity.The net result of these shifts is strong demand for AMD and TSM offerings at the expense of Intel and Nvidia.Key Takeaways:TSM is a strong buy as it continues to consolidate market share and has long term hard contractual commitments (including multibillion dollar prepayments) from its customers. TSM is shielded from much of the current market conditions we have observed. With TSM in a global monopoly position, growing earnings at something around 50% per year, the stock is stupidly cheap at approximately 13x 2022 earnings.AMD is a strong buy as it continues to gain market share in high margin products and can continue to grow earnings despite the demand dip in the industry. The stock is also stupidly cheap at a mid- or upper-teens multiple of likely 2022 earnings given something around 50% per year earnings growth.MU is a buy as the valuation is quite low relative to its prospects and the nature of the demand downturn.INTC is a sell as its business (and profits) continues to flow to AMD (and TSM). The dividend is a risk. Intel needs a miracle (and a number of years) to turn itself around into an investable business.NVDA is a strong sell as its valuation remains egregiously high at 47x TTM earnings despite earnings falling off a cliff now as the crypto mining demand ends.Pair Trade IdeaAMD has fallen about 7% in the two days since Nvidia’s pre-announcement of disastrous earnings. Perhaps traders assume that NVDA’s GPU sales falling off a cliff is bad news for AMD. But the problem with this assumption is that AMD just announced their Q2 earnings *seven days ago*. At the time AMD gave an update on their GPU sales and guided for Q3. It is extremely unlikely that the entire GPU market suddenly cratered in the handful of days since AMD reported and guided.Instead, what we are seeing is a result of cryptocurrency mining demand for GPUs falling off a cliff. Nvidia shrewdly capitalized on this temporary source of demand and sold many millions of GPUs - and at enormously inflated prices - to crypto miners (primarily for mining Ethereum). AMD also benefitted somewhat from increased GPU demand, but since AMD is a diversified business with several business lines besides discrete GPUs, it was not as reliant on GPU sales. All of AMD’s business lines have been supply constrained for a couple years, so AMD dedicated their production capacity primarily to other products and left the crypto-fueled GPU demand largely to Nvidia.On the Q2 earnings call, AMD’s CEO Lisa Su indicated that they saw declining GPU sales, and that the declines would continue in Q3. AMD was well aware of the GPU marketplace demand situation when it delivered solid guidance for Q3.AMD continues to be enormously undervalued relative to NVDA, despite AMD’s strong fundamentals and Nvidia’s shaky earnings future.I suspect a lot of pain is ahead for Nvidia. The company’s revenues are almost entirely from GPU sales, and a huge portion of those sales are likely going away permanently as crypto mining demand falls off a cliff. A significant earnings drop is likely. NVDA is currently trading at 47x TTM earnings. If the stock price doesn’t fall significantly, the earnings multiple could easily approach triple digits in the coming quarters.In contrast, AMD is showing continued strength, especially from the data center.Q2 comparisonBoth firms are now similar in size. AMD continues to grow at a fast rate, especially in the lucrative datacenter. AMD’s growing margins surpassed Nvidia’s newly cratered margins. And yet Nvidia’s valuation is almost 3x the size of AMD’s. I suspect this imbalance will be corrected over time as AMD continues to perform and Nvidia’s true underlying fundamentals become clear. In a reasonable market, AMD’s market cap should soon exceed Nvidia’s.As AMD continues to grow market share, especially in the high-margin datacenter, earnings should grow quickly. I suspect we will see AMD earning at a $10+ per share rate sometime next year. The stock is trading at less than 10x that figure.Nvidia is a great company, but the stock is wildly overpriced, especially given the deteriorating fundamentals. AMD is a great company with increasingly strong fundamentals and a lot of room to continue to take market share from Intel and Nvidia with very competitive products (and strong products in the pipeline). Why anyone would pay almost 3 times as much for Nvidia is beyond me.Investors can consider a pair trade of long AMD and short NVDA. This trade would seek to capture the upside for AMD as its valuation moves up to a reasonable valuation reflecting its growing earnings power. The trade would also capture the downside for NVDA as the market realizes the hypergrowth narrative is broken and the multiple adjusts far downwards to appropriately reflect a company with declining earnings. The pair trade would attempt to hedge out macroeconomic fluctuations in the broader indexes and strength/weakness in the semiconductor industry.","news_type":1,"symbols_score_info":{"INTC":0.9,"NVDA":0.9,"MU":0.9,"TSM":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043562587,"gmtCreate":1655944987849,"gmtModify":1676535737060,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043562587","repostId":"1106677913","repostType":4,"repost":{"id":"1106677913","kind":"news","pubTimestamp":1655943542,"share":"https://ttm.financial/m/news/1106677913?lang=&edition=fundamental","pubTime":"2022-06-23 08:19","market":"fut","language":"en","title":"Oil Extends Slump as Specter of US Slowdown Unnerves Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1106677913","media":"Bloomberg","summary":"Oil extended a retreat on concern that a slowdown will hurt energy consumption, with Federal Reserve","content":"<div>\n<p>Oil extended a retreat on concern that a slowdown will hurt energy consumption, with Federal Reserve Chair Jerome Powell saying that a US recession is possible as the bank raises rates to tackle ...</p>\n\n<a href=\"https://finance.yahoo.com/news/oil-extends-slump-specter-us-234340535.html\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Extends Slump as Specter of US Slowdown Unnerves Investors</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\">\nOil Extends Slump as Specter of US Slowdown Unnerves Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/oil-extends-slump-specter-us-234340535.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil extended a retreat on concern that a slowdown will hurt energy consumption, with Federal Reserve Chair Jerome Powell saying that a US recession is possible as the bank raises rates to tackle ...</p>\n\n<a href=\"https://finance.yahoo.com/news/oil-extends-slump-specter-us-234340535.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/oil-extends-slump-specter-us-234340535.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106677913","content_text":"Oil extended a retreat on concern that a slowdown will hurt energy consumption, with Federal Reserve Chair Jerome Powell saying that a US recession is possible as the bank raises rates to tackle inflation.West Texas Intermediate fell toward $103 a barrel in early Asian trading after closing on Wednesday at the lowest since May 12. At present, the US benchmark is on course for its first back-to-back weekly loss since early April and has lost around 15% since the close on June 8.In testimony to US lawmakers, Powell said while he didn’t see the likelihood of a recession as particularly elevated, it was a possibility. Commodity price hikes were “clearly” connected to the war in Ukraine, he said.Oil is rapidly giving up its gains in what’s been a volatile quarter as investors attempt to gauge the trajectory of the US economy and its impact on raw materials. China, the world’s biggest importer, is still struggling to move past its recent virus outbreaks. Crude’s retreat has been accompanied by deep losses in other industrial commodities, especially base metals such as copper.Russia’s war in Ukraine, which has upended oil flows, will extend into a fifth month on Friday. China and India may be buying more Russian oil than the US previously believed, easing a supply crunch in global markets, Cecilia Rouse, chair of President Joe Biden’s Council of Economic Advisers, said Wednesday.A US industry snapshot pointed to higher inventories. The American Petroleum Institute reported crude holdings rose by 5.6 million barrels last week, while gasoline holdings also climbed, according to people familiar with the data.","news_type":1,"symbols_score_info":{"BZmain":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040608051,"gmtCreate":1655650281773,"gmtModify":1676535677902,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040608051","repostId":"2244310166","repostType":4,"isVote":1,"tweetType":1,"viewCount":2855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054370857,"gmtCreate":1655347331779,"gmtModify":1676535619873,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054370857","repostId":"1142826260","repostType":4,"repost":{"id":"1142826260","kind":"news","pubTimestamp":1655346457,"share":"https://ttm.financial/m/news/1142826260?lang=&edition=fundamental","pubTime":"2022-06-16 10:27","market":"us","language":"en","title":"BHP Announces NSW’s Largest Coal Mine to Close By 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=1142826260","media":"The Sydney Morning Herald","summary":"The largest coal mine in NSW will close by 2030 after BHP failed to find a viable buyer for its Moun","content":"<html><head></head><body><p>The largest coal mine in NSW will close by 2030 after BHP failed to find a viable buyer for its Mount Arthur mine in the Hunter Valley.</p><p>The mining giant will seek approval to extend their New South Wales Energy Coal (NSWEC) mining operations for another four years until the site’s closure. Currently BHP only has clearance to continue mining at Mt Arthur until 2026.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/429dbe1e5f795ef7bf8cdaf3c248f852\" tg-width=\"1596\" tg-height=\"1063\" width=\"100%\" height=\"auto\"/><span>BHP’s Mount Arthur coal mine in Muswellbrook in the Upper Hunter.CREDIT:JANIE BARRETT</span></p><p>After failing to find a buyer for the mine BHP said “moving to a closure in 2030 provides the optimal financial outcomes”.</p><p>The Mt Arthur mine currently employs 2000 people.</p><p>BHP has $700 million slated for a 10-15 year land rehabilitation project that will commence at the Hunter Valley mine once it closes.</p><p>NSWEC Vice President Adam Lancey said the operation will “prepare for closure and sustainable rehabilitation of the site, and ensure the pathway to closure is managed in a way that meets community and regulatory expectations”.</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>BHP Announces NSW’s Largest Coal Mine to Close By 2030</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\">\nBHP Announces NSW’s Largest Coal Mine to Close By 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.smh.com.au/business/companies/bhp-announces-nsw-s-largest-coal-mine-to-close-in-2030-20220616-p5au7j.html><strong>The Sydney Morning Herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The largest coal mine in NSW will close by 2030 after BHP failed to find a viable buyer for its Mount Arthur mine in the Hunter Valley.The mining giant will seek approval to extend their New South ...</p>\n\n<a href=\"https://www.smh.com.au/business/companies/bhp-announces-nsw-s-largest-coal-mine-to-close-in-2030-20220616-p5au7j.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BHP":"必和必拓公司","BHP.UK":"必和必拓公司","BHP.AU":"BHP GROUP LTD"},"source_url":"https://www.smh.com.au/business/companies/bhp-announces-nsw-s-largest-coal-mine-to-close-in-2030-20220616-p5au7j.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142826260","content_text":"The largest coal mine in NSW will close by 2030 after BHP failed to find a viable buyer for its Mount Arthur mine in the Hunter Valley.The mining giant will seek approval to extend their New South Wales Energy Coal (NSWEC) mining operations for another four years until the site’s closure. Currently BHP only has clearance to continue mining at Mt Arthur until 2026.BHP’s Mount Arthur coal mine in Muswellbrook in the Upper Hunter.CREDIT:JANIE BARRETTAfter failing to find a buyer for the mine BHP said “moving to a closure in 2030 provides the optimal financial outcomes”.The Mt Arthur mine currently employs 2000 people.BHP has $700 million slated for a 10-15 year land rehabilitation project that will commence at the Hunter Valley mine once it closes.NSWEC Vice President Adam Lancey said the operation will “prepare for closure and sustainable rehabilitation of the site, and ensure the pathway to closure is managed in a way that meets community and regulatory expectations”.","news_type":1,"symbols_score_info":{"BHP.AU":0.9,"BHP":0.9,"BHP.UK":0.9}},"isVote":1,"tweetType":1,"viewCount":2655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052079471,"gmtCreate":1655099626893,"gmtModify":1676535561861,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052079471","repostId":"1140616749","repostType":4,"repost":{"id":"1140616749","kind":"news","pubTimestamp":1655096833,"share":"https://ttm.financial/m/news/1140616749?lang=&edition=fundamental","pubTime":"2022-06-13 13:07","market":"sg","language":"en","title":"Pan Asian Holdings Triggers SGX Query With 24.8% Share Price Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1140616749","media":"The Edge Singapore","summary":"Pan Asian Holdings has prompted a query from Singapore Exchange Regulation (SGX RegCo) after shares ","content":"<html><head></head><body><p>Pan Asian Holdings has prompted a query from Singapore Exchange Regulation (SGX RegCo) after shares in the company surged 3.9 cents or 24.8% to 19.6 cents at 9.40am on June 13, from its price of 15.7 cents at the last close.</p><p>At 10.30am, the market regulator asked the company to explain its “unusual price movements”, and asked it to reveal information that may have brought about the spike if any.</p><p>Finally, SGX RegCo has also asked the company to confirm its compliance with the listing rules.</p><p>Pan Asian Holdings last triggered a query on its “unusual volume movements” on Sept 30, 2021. At the time, the company had denied any information that may have prompted the unusual movements.</p><p>As at 11.50am, shares in Pan Asian Holdings are trading 2.3 cents higher or 14.65% up at 18 cents.</p></body></html>","source":"lsy1655096814160","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>Pan Asian Holdings Triggers SGX Query With 24.8% Share Price Hike</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\">\nPan Asian Holdings Triggers SGX Query With 24.8% Share Price Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-13 13:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/news/sgx-query/pan-asian-holdings-triggers-sgx-query-248-share-price-hike><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pan Asian Holdings has prompted a query from Singapore Exchange Regulation (SGX RegCo) after shares in the company surged 3.9 cents or 24.8% to 19.6 cents at 9.40am on June 13, from its price of 15.7 ...</p>\n\n<a href=\"https://www.theedgesingapore.com/news/sgx-query/pan-asian-holdings-triggers-sgx-query-248-share-price-hike\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"5EW.SI":"Sevens Atelier"},"source_url":"https://www.theedgesingapore.com/news/sgx-query/pan-asian-holdings-triggers-sgx-query-248-share-price-hike","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140616749","content_text":"Pan Asian Holdings has prompted a query from Singapore Exchange Regulation (SGX RegCo) after shares in the company surged 3.9 cents or 24.8% to 19.6 cents at 9.40am on June 13, from its price of 15.7 cents at the last close.At 10.30am, the market regulator asked the company to explain its “unusual price movements”, and asked it to reveal information that may have brought about the spike if any.Finally, SGX RegCo has also asked the company to confirm its compliance with the listing rules.Pan Asian Holdings last triggered a query on its “unusual volume movements” on Sept 30, 2021. At the time, the company had denied any information that may have prompted the unusual movements.As at 11.50am, shares in Pan Asian Holdings are trading 2.3 cents higher or 14.65% up at 18 cents.","news_type":1,"symbols_score_info":{"5EW.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058657443,"gmtCreate":1654833793282,"gmtModify":1676535519992,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058657443","repostId":"2242071354","repostType":4,"repost":{"id":"2242071354","kind":"highlight","pubTimestamp":1654832461,"share":"https://ttm.financial/m/news/2242071354?lang=&edition=fundamental","pubTime":"2022-06-10 11:41","market":"us","language":"en","title":"Nvidia Is On Track To Join The Trillion Dollar Club","url":"https://stock-news.laohu8.com/highlight/detail?id=2242071354","media":"Seekingalpha","summary":"Nvidia (NASDAQ:NVDA) has been in for a wild ride over the past few months, just like most other tech","content":"<html><head></head><body><p>Nvidia (NASDAQ:NVDA) has been in for a wild ride over the past few months, just like most other tech stocks that trade at elevated multiples and suffer from severe multiple compression due to an adverse and uncertain macroeconomic environment.</p><p>In this article, we look at why Nvidia could be a trillion-dollar buy for long-term investors who are optimistic about the company&#39;s growth, and why short-term investors might consider perhaps investing in some of its competitors.</p><h2>Nvidia&#39;s Wild Rollercoaster</h2><p>However, Nvidia only recently gained widespread recognition in the investment scene, as its market capitalization rose from less than US$10BN in 2013 to more than US$830BN in November last year. Currently, Nvidia&#39;s market capitalization is down to almost half of what it was in November last year, currently at US$473BN.</p><p></p><p><img src=\"https://static.tigerbbs.com/e24bb00b3706187ce0234ee0d9e0e041\" tg-width=\"635\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, the company is not unfamiliar with adverse market conditions, as in the past, it was able to absorb 2 major blows that other GPU manufacturers could not: the dotcom crash and then the financial crash of 2008. In fact, around 2006, Nvidia was the only independent graphics chip manufacturer left in business after <a href=\"https://laohu8.com/S/AMD\">AMD</a> (AMD) decided to acquire their only major direct competitor, ATI.</p><p>Since then, it has been mostly an upward trajectory with the boom of gaming, the need for AI/Machine Learning applications, cryptocurrency mining, and just pure graphics applications themselves such as image and video processing in addition to other recent introductions of VR, AR and more.</p><h2>Cost Declines &amp; Predictions</h2><p>Naturally, we at Wright&#39;s Research love to incorporate Wright&#39;s Law into our research and evaluate how cost decline curves can impact companies, as they are far too often overlooked.</p><p>Forecasters in the past have been hugely surprised by how quickly computing power would improve compared to its cost. Metaculus, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest stimulated prediction websites, launched a prediction back in 2018 asking when &#34;one TeraFlOPS will cost &lt;$1.&#34; TeraFLOPS generally represent the performance capabilities of computers such as CPUs, GPUs and Supercomputers. In 2018, the NVIDIA TITAN V GPU had the lowest theoretical cost at $27.27 per TeraFLOP, although studies showed discrepancies between theoretical and actual performance usually within a factor of 10, making the price per TFLOP around $272.70.</p><p>When this forecast was launched in 2018, it was widely expected to reach this point by 2040. Fast-forward 4 years and forecasters expect this point to be reached in March 2029, expecting a TeraFLOP to cost less than $1 about 10 years earlier. Today, an Nvidia RTX 3080 could already bring that cost down to $29 per TeraFLOP.</p><p></p><p><img src=\"https://static.tigerbbs.com/c640557dc0f8dce84ebea3c8d73fe298\" tg-width=\"640\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/></p><p>Metaculus</p><p>Deep Learning may be something that people can consider &#34;buzzwords&#34; these days, because it&#39;s talked about so much. But even given its popularity, forecasters over the past 2 years were too gloomy about how quickly it would develop as well. With technologies such as Deep Learning, one of the most important things is the amount of parameters that the models use. Parameters are typically used to indicate how well a model performs. A popular Deep Learning model, such as GPT-3, uses about 175 billion parameters.</p><p>Metaculus forecasters asked how likely it was that there would be a Deep Learning model with 100 trillion parameters before 2026. When the forecast was launched, about 66% of the forecasters believed that this could be achieved before 2026. Now, just 2 years later, that figure has risen to 94%.</p><p></p><p><img src=\"https://static.tigerbbs.com/cd96ea57c59ccef29f13e46b727adb75\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Metaculus</p><p>Artificial General Intelligence (AGI) is also a topic of much debate. The premise of AGI is that it is capable of performing any intellectual task that a human can perform and understand or learn. True AGI, where there would be 0% difference between humans and AGI is probably still a long way off. Although, a weaker AGI that would still perform comparably to humans could be around the corner.</p><p>When Metaculus asked what date a weaker AI would become publicly known, users in 2020 replied that this weaker AGI would not be around until 2055 approximately. Today, forecasters predict that it will come by July 2029, a massive drop in the time frame!</p><p></p><p><img src=\"https://static.tigerbbs.com/c640557dc0f8dce84ebea3c8d73fe298\" tg-width=\"640\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/></p><p>Metaculus</p><p>Yet, despite all the positive data and events that have taken place that have lured forecasters into much more positive territory, the stock is down almost 50%. Perhaps this also means that the already positive market forecasts are too conservative and that our forecast for Nvidia may even be more upwardly revised already.</p><h2>The Nvidia &amp; Market Growth Story</h2><p>Overall, it is estimated that the GPU market size was US$25.41BN in 2020 and is expected to grow to US$246.51BN by 2028. That is almost a 10x increase in market size in 8 years, and thus is expected to be one of the fastest and most disruptive technologies in the future. Other independent market research estimates that the GPU market could grow to US$477.37BN by 2030.</p><p>Revenue has grown tremendously, especially in recent years while gross margins have even grown from 52% in fiscal 2013 steadily to nearly 65% last year. Nvidia has also managed to grow its operating margin, which grew from around 15% in fiscal 2013 to a staggering 37.31% last year.</p><p></p><p><img src=\"https://static.tigerbbs.com/41a657263059f0317cd1c01a16b3a89a\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR Terminal</p><h2>The Cryptocurrency Revolution</h2><p>Another big question that is far overlooked by investors looking at graphics card manufacturers is whether cryptocurrency is here to stay, and if so, how it would benefit Nvidia.</p><p>Instead of discussing what cryptocurrency prices will look like, we like to stick to data-driven and look at the adoption rate of the aforementioned technology. In certain countries, such as Nigeria, 42% of the population reportedly owns or uses technology, which gives us confidence that there are already very solid use cases in society that provide value in people&#39;s daily lives.</p><p></p><p><img src=\"https://static.tigerbbs.com/32efc076eba3c937a5b57f425c4017a1\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>In those same developing countries, 79% of investors found cryptocurrency trustworthy, compared to only 62% in more developed financial markets. That perhaps also raises the question whether people will actually trust cryptocurrency more after they have actually used it and actively adopted it. In the United States, the adoption rate has increased from 6% in 2020 to 13% in 2021 of people who own or use the technology.</p><p>It also seems to us that the global user base of all cryptocurrencies increased by almost 190 percent between 2018 and 2020 alone. Other adoption in the real world was seen when <a href=\"https://laohu8.com/S/V\">Visa</a> said that customers made US$2.5BN in payment volume in the first quarter with its cryptocurrency credit cards. Even JPMorgan, whose CEO Jamie Dimon had been completely opposed to the idea of cryptocurrency, began using the blockchain to settle collateral earlier this week.</p><p>In both 2017 and late 2020 to early 2022, the GPU market experienced frenzied demand as rising Ethereum prices and Bitcoin prices were held at bay. Currently, demand for GPUs is cooling as supply finally catches up, cryptocurrency markets have taken a tumble, and because Ethereum announced it was phasing out GPU-based mining.</p><p></p><p><img src=\"https://static.tigerbbs.com/36d97530a2b52c264ae9401cad77cad6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>However, if the cryptocurrency continues to grow, it could also have a major impact on graphics card manufacturers. Since Bitcoin is still dependent on miners, using the proof-of-work concept, GPU manufacturers could face another round of strong demand if the price of Bitcoin were to rise again. Nvidia itself released a GPU specifically for mining cryptocurrency not too long ago, on September 1, 2021.</p><p>Some investors, such as Cathie Wood of Ark Invest, are calling for a market capitalization of US$20T by 2030, which would be a drastic increase from the high of about US$2.9T late last year. We believe cryptocurrency can live up to that potential and are currently closely monitoring its adoption and use cases. Numerous forecasters are predicting that Bitcoin&#39;s peak price will be somewhere around US$150K per BTC before 2030, bringing the currency alone to a market capitalization of US$2.5T.</p><p></p><p><img src=\"https://static.tigerbbs.com/058882603afe5e28872933e219986138\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Since BTC currently makes up less than half of the cryptocurrency market, we think it is likely that the cryptocurrency market will exceed at least US$5T by 2030, giving Nvidia additional exposure in terms of revenue growth and an opportunity to be at the forefront of a disruption taking place in the financial market. Currently, crypto mining processors only account for 0.2% of total revenue in 2021, accounting for US$550M in revenue. However, note that normal gaming GPUs are also used for mining.</p><h2>Fundamentals and Valuation</h2><p>The first thing to note about Nvidia is its revenue growth. From fiscal year 2013 to fiscal year 2022, the company managed to grow revenue from $4.28 billion to a staggering $26.91 billion, representing a CAGR of 22.67%. However, if we take the revenue growth from 2016 to 2022, it amounts to a CAGR of 32.34%, which means that most of this growth occurred in the last few years.</p><p>This CAGR of 32.34% over the last 6 years is also in line with the market growth forecast by independent researchers previously mentioned. To put that in perspective, if Nvidia was able to continue to grow revenue at a 32% CAGR, they would generate US$327.40BN in revenue. That&#39;s only if Nvidia was able to maintain its market share and not lose too much to the competition, which we&#39;ll talk about in a moment. On the contrary, of course, it is also possible that the company could gain even more market share.</p><p>If we use a more conservative but still strong revenue CAGR of 27%, Nvidia would bring in US$231.32BN in revenue by 2030 (fiscal year 2031). However, the main question and driver behind Nvidia is its high gross margins and low OpEx/CapEx thanks to its outsourced manufacturing. In 2022, for example, they spent only US$976M on capital expenditures despite a 61.4% revenue growth in 2022 to US$26.91BN.</p><p></p><p><img src=\"https://static.tigerbbs.com/e5667ee75dd75a7fd601a4348a90c1b9\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR Terminal</p><p>For instance, EBITDA has grown at a CAGR of 32.72% between 2013 and 2022, compared to the aforementioned revenue growth of 22.67%, which is an extremely positive sign because EBITDA growth is outpacing the already tremendous revenue growth. Again, most of this growth occurred in the last few years, with EBITDA growth over the last 6 years actually at 47.82% CAGR.</p><p>We expect Nvidia to continue to outpace its EBITDA growth compared to its revenue growth, but at a much slower pace to keep our estimates a bit more conservative, as we are already placing a lot of faith in market growth and market dominance. At a CAGR of 28%, we would be at an EBITDA of US$103.44BN by 2030 (FY2031). That would mean Nvidia maintains an EBITDA margin of 44.72%, compared to its current margin of 41.67%.</p><p>In terms of its balance sheet, Nvidia has been able to sustain this growth by taking on almost no debt compared to its cash reserve, or diluting current shareholders. This also has to do with its immense profitability in terms of margins and their ability to scale revenues with CapEx only about 3.63% of total revenues in 2022. According to NYU Stern, the average EV/EBITDA multiple for the semiconductor industry earlier this year was 21.27.</p><p></p><p><img src=\"https://static.tigerbbs.com/5089a0bb4efb0e0bdd8a46fc41277709\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR Terminal</p><p>We estimate that at a much more conservative EBITDA and even discounting all cash from its EV, Nvidia would trade at a market capitalization of US$1.24T with an EBITDA multiple of 12x. That would equate to US$496.51 per share, or a CAGR of 11.4%. However, if you are even more optimistic about Nvidia&#39;s growth story and think that growth will continue beyond 2030, Nvidia could be worth US$1.86 at an 18x EBITDA multiple, or $744.77 per share at a CAGR of 16.54%.</p><h2>Competition</h2><p>What is notable about Nvidia&#39;s competition is that there is not really a concrete direct competitor, with the size of Nvidia producing only graphics cards. This is likely to change in the future, as Nvidia recently announced that it will be developing ARM-based processors. These are the same processors that brands like Apple (AAPL) use in their iPhones and recently in the new M1/M2 lineup of Macs.</p><p></p><p><img src=\"https://static.tigerbbs.com/08388783e602bff946730f11f4359c70\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia IR</p><p>Intel (INTC) also doesn&#39;t really make standalone graphics cards like Nvidia and mostly makes processors that have lagged behind AMD&#39;s lineup of processors in recent years. For example, Intel launched its 10 nanometer lineup of 12th Gen Core processors while AMD has been producing 7 nanometer processors since 2018. Intel announced that it plans to launch its 7 nanometer processors sometime in 2023.</p><p>Looking at the fundamental numbers, Nvidia comes quite close to AMD when looking at the fundamental valuation in terms of EV/EBITDA, which stands at 36.72 for Nvidia and at 34.56 for AMD. Both companies have superior revenue growth of about 31-32% and EBITDA growth in the double and triple digits. The only thing to note here is that AMD simply has lower net income margins of nearly 18% compared to nearly 42% for Nvidia, plus a lower return on equity.</p><p>This also shows a low point in its lower EBITDA margin, but it has risen and is outpacing revenue growth, with EBITDA growth of 121.52% YoY, a very positive sign. We own both AMD and Nvidia and believe both are solid buys. However, we believe Nvidia has an advantage with its already solid margins, especially during periods of economic difficulty and multiple compression.</p><p></p><p><img src=\"https://static.tigerbbs.com/6db55ebfd942625e6068243fdba7c5e7\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR Terminal</p><p>Taiwan Semiconductor (TSM) also has a lower Forward P/E ratio of 16, which is in line with the historical weighted average of the S&amp;P 500 while still showing EBITDA growth of 21.5% year-over-year and a revenue CAGR of almost 12% over the last 5 years. They also have a lot of cash on hand and virtually no debt, with total net debt of -US$16.77BN (negative net debt means a company has little debt and more cash).</p><p></p><p><img src=\"https://static.tigerbbs.com/c79cdde1f9124c97e8b5a5e6a86bec07\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Data</p><p>For short-term investors/pure value investors, Intel may be a better choice, as it is only at an 11x Forward P/E. However, the problem with Intel is its lack of innovation and inability to keep up with close competitors like AMD and Nvidia. This can also be seen in their 5-year revenue growth, which is only 5%. Moreover, their capital expenditure is sky-high at over $20.7 billion compared to AMD and Nvidia. Their EPS growth and EBITDA growth also seem to be coming under pressure.</p><p>However, they do pay a very nice dividend with a forward-looking yield of 3.36%, which can certainly come in handy for short-term investors looking for safety, as it is also already trading quite cheaply in terms of fundamentals and there should be less downside risk compared to some of these growth names like AMD and Nvidia. It is only in the long run that Intel risks being disrupted by its competitors, and possibly seeing a severe drop in revenue growth/margins.</p><h2>The Bottom Line</h2><p>Nvidia certainly has a chance to outperform the S&amp;P 500 and give us investors plenty of Alpha, although a lot has to continue to go right for the company to grow at this rate. We strongly believe in the market growth of GPUs and think Nvidia should be considered a buy at this time, now that it is trading nearly 50% lower due to an unfavorable macroeconomic backdrop and multiple compression.</p><p></p><p><img src=\"https://static.tigerbbs.com/8d446d814bf75eba530188cd485487b4\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>With the economy looking for semiconductors and graphics cards, Nvidia is poised for tremendous growth. Therefore, we think it remains a solid buy, even at what pure value investors would call high levels. We expect Nvidia to join the trillion-dollar club this decade with a market capitalization of Apple, Microsoft (MSFT), Google (GOOG) (GOOGL), Amazon (AMZN) and perhaps other companies such as AMD, Tesla (TSLA) and Meta (FB).</p><p>Seeking Alpha&#39;s quantitative rating currently has Nvidia as a &#34;hold&#34;, due to valuation. However, in all other aspects, such as growth, profitability, momentum and revisions, Nvidia has received a very solid rating.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is On Track To Join The Trillion Dollar Club</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 Is On Track To Join The Trillion Dollar Club\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517482-nvidia-nvda-on-track-trillion-dollar-club><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) has been in for a wild ride over the past few months, just like most other tech stocks that trade at elevated multiples and suffer from severe multiple compression due to an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517482-nvidia-nvda-on-track-trillion-dollar-club\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4517482-nvidia-nvda-on-track-trillion-dollar-club","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242071354","content_text":"Nvidia (NASDAQ:NVDA) has been in for a wild ride over the past few months, just like most other tech stocks that trade at elevated multiples and suffer from severe multiple compression due to an adverse and uncertain macroeconomic environment.In this article, we look at why Nvidia could be a trillion-dollar buy for long-term investors who are optimistic about the company's growth, and why short-term investors might consider perhaps investing in some of its competitors.Nvidia's Wild RollercoasterHowever, Nvidia only recently gained widespread recognition in the investment scene, as its market capitalization rose from less than US$10BN in 2013 to more than US$830BN in November last year. Currently, Nvidia's market capitalization is down to almost half of what it was in November last year, currently at US$473BN.Data by YChartsEssentially, the company is not unfamiliar with adverse market conditions, as in the past, it was able to absorb 2 major blows that other GPU manufacturers could not: the dotcom crash and then the financial crash of 2008. In fact, around 2006, Nvidia was the only independent graphics chip manufacturer left in business after AMD (AMD) decided to acquire their only major direct competitor, ATI.Since then, it has been mostly an upward trajectory with the boom of gaming, the need for AI/Machine Learning applications, cryptocurrency mining, and just pure graphics applications themselves such as image and video processing in addition to other recent introductions of VR, AR and more.Cost Declines & PredictionsNaturally, we at Wright's Research love to incorporate Wright's Law into our research and evaluate how cost decline curves can impact companies, as they are far too often overlooked.Forecasters in the past have been hugely surprised by how quickly computing power would improve compared to its cost. Metaculus, one of the largest stimulated prediction websites, launched a prediction back in 2018 asking when \"one TeraFlOPS will cost <$1.\" TeraFLOPS generally represent the performance capabilities of computers such as CPUs, GPUs and Supercomputers. In 2018, the NVIDIA TITAN V GPU had the lowest theoretical cost at $27.27 per TeraFLOP, although studies showed discrepancies between theoretical and actual performance usually within a factor of 10, making the price per TFLOP around $272.70.When this forecast was launched in 2018, it was widely expected to reach this point by 2040. Fast-forward 4 years and forecasters expect this point to be reached in March 2029, expecting a TeraFLOP to cost less than $1 about 10 years earlier. Today, an Nvidia RTX 3080 could already bring that cost down to $29 per TeraFLOP.MetaculusDeep Learning may be something that people can consider \"buzzwords\" these days, because it's talked about so much. But even given its popularity, forecasters over the past 2 years were too gloomy about how quickly it would develop as well. With technologies such as Deep Learning, one of the most important things is the amount of parameters that the models use. Parameters are typically used to indicate how well a model performs. A popular Deep Learning model, such as GPT-3, uses about 175 billion parameters.Metaculus forecasters asked how likely it was that there would be a Deep Learning model with 100 trillion parameters before 2026. When the forecast was launched, about 66% of the forecasters believed that this could be achieved before 2026. Now, just 2 years later, that figure has risen to 94%.MetaculusArtificial General Intelligence (AGI) is also a topic of much debate. The premise of AGI is that it is capable of performing any intellectual task that a human can perform and understand or learn. True AGI, where there would be 0% difference between humans and AGI is probably still a long way off. Although, a weaker AGI that would still perform comparably to humans could be around the corner.When Metaculus asked what date a weaker AI would become publicly known, users in 2020 replied that this weaker AGI would not be around until 2055 approximately. Today, forecasters predict that it will come by July 2029, a massive drop in the time frame!MetaculusYet, despite all the positive data and events that have taken place that have lured forecasters into much more positive territory, the stock is down almost 50%. Perhaps this also means that the already positive market forecasts are too conservative and that our forecast for Nvidia may even be more upwardly revised already.The Nvidia & Market Growth StoryOverall, it is estimated that the GPU market size was US$25.41BN in 2020 and is expected to grow to US$246.51BN by 2028. That is almost a 10x increase in market size in 8 years, and thus is expected to be one of the fastest and most disruptive technologies in the future. Other independent market research estimates that the GPU market could grow to US$477.37BN by 2030.Revenue has grown tremendously, especially in recent years while gross margins have even grown from 52% in fiscal 2013 steadily to nearly 65% last year. Nvidia has also managed to grow its operating margin, which grew from around 15% in fiscal 2013 to a staggering 37.31% last year.TIKR TerminalThe Cryptocurrency RevolutionAnother big question that is far overlooked by investors looking at graphics card manufacturers is whether cryptocurrency is here to stay, and if so, how it would benefit Nvidia.Instead of discussing what cryptocurrency prices will look like, we like to stick to data-driven and look at the adoption rate of the aforementioned technology. In certain countries, such as Nigeria, 42% of the population reportedly owns or uses technology, which gives us confidence that there are already very solid use cases in society that provide value in people's daily lives.Data by YChartsIn those same developing countries, 79% of investors found cryptocurrency trustworthy, compared to only 62% in more developed financial markets. That perhaps also raises the question whether people will actually trust cryptocurrency more after they have actually used it and actively adopted it. In the United States, the adoption rate has increased from 6% in 2020 to 13% in 2021 of people who own or use the technology.It also seems to us that the global user base of all cryptocurrencies increased by almost 190 percent between 2018 and 2020 alone. Other adoption in the real world was seen when Visa said that customers made US$2.5BN in payment volume in the first quarter with its cryptocurrency credit cards. Even JPMorgan, whose CEO Jamie Dimon had been completely opposed to the idea of cryptocurrency, began using the blockchain to settle collateral earlier this week.In both 2017 and late 2020 to early 2022, the GPU market experienced frenzied demand as rising Ethereum prices and Bitcoin prices were held at bay. Currently, demand for GPUs is cooling as supply finally catches up, cryptocurrency markets have taken a tumble, and because Ethereum announced it was phasing out GPU-based mining.Data by YChartsHowever, if the cryptocurrency continues to grow, it could also have a major impact on graphics card manufacturers. Since Bitcoin is still dependent on miners, using the proof-of-work concept, GPU manufacturers could face another round of strong demand if the price of Bitcoin were to rise again. Nvidia itself released a GPU specifically for mining cryptocurrency not too long ago, on September 1, 2021.Some investors, such as Cathie Wood of Ark Invest, are calling for a market capitalization of US$20T by 2030, which would be a drastic increase from the high of about US$2.9T late last year. We believe cryptocurrency can live up to that potential and are currently closely monitoring its adoption and use cases. Numerous forecasters are predicting that Bitcoin's peak price will be somewhere around US$150K per BTC before 2030, bringing the currency alone to a market capitalization of US$2.5T.Data by YChartsSince BTC currently makes up less than half of the cryptocurrency market, we think it is likely that the cryptocurrency market will exceed at least US$5T by 2030, giving Nvidia additional exposure in terms of revenue growth and an opportunity to be at the forefront of a disruption taking place in the financial market. Currently, crypto mining processors only account for 0.2% of total revenue in 2021, accounting for US$550M in revenue. However, note that normal gaming GPUs are also used for mining.Fundamentals and ValuationThe first thing to note about Nvidia is its revenue growth. From fiscal year 2013 to fiscal year 2022, the company managed to grow revenue from $4.28 billion to a staggering $26.91 billion, representing a CAGR of 22.67%. However, if we take the revenue growth from 2016 to 2022, it amounts to a CAGR of 32.34%, which means that most of this growth occurred in the last few years.This CAGR of 32.34% over the last 6 years is also in line with the market growth forecast by independent researchers previously mentioned. To put that in perspective, if Nvidia was able to continue to grow revenue at a 32% CAGR, they would generate US$327.40BN in revenue. That's only if Nvidia was able to maintain its market share and not lose too much to the competition, which we'll talk about in a moment. On the contrary, of course, it is also possible that the company could gain even more market share.If we use a more conservative but still strong revenue CAGR of 27%, Nvidia would bring in US$231.32BN in revenue by 2030 (fiscal year 2031). However, the main question and driver behind Nvidia is its high gross margins and low OpEx/CapEx thanks to its outsourced manufacturing. In 2022, for example, they spent only US$976M on capital expenditures despite a 61.4% revenue growth in 2022 to US$26.91BN.TIKR TerminalFor instance, EBITDA has grown at a CAGR of 32.72% between 2013 and 2022, compared to the aforementioned revenue growth of 22.67%, which is an extremely positive sign because EBITDA growth is outpacing the already tremendous revenue growth. Again, most of this growth occurred in the last few years, with EBITDA growth over the last 6 years actually at 47.82% CAGR.We expect Nvidia to continue to outpace its EBITDA growth compared to its revenue growth, but at a much slower pace to keep our estimates a bit more conservative, as we are already placing a lot of faith in market growth and market dominance. At a CAGR of 28%, we would be at an EBITDA of US$103.44BN by 2030 (FY2031). That would mean Nvidia maintains an EBITDA margin of 44.72%, compared to its current margin of 41.67%.In terms of its balance sheet, Nvidia has been able to sustain this growth by taking on almost no debt compared to its cash reserve, or diluting current shareholders. This also has to do with its immense profitability in terms of margins and their ability to scale revenues with CapEx only about 3.63% of total revenues in 2022. According to NYU Stern, the average EV/EBITDA multiple for the semiconductor industry earlier this year was 21.27.TIKR TerminalWe estimate that at a much more conservative EBITDA and even discounting all cash from its EV, Nvidia would trade at a market capitalization of US$1.24T with an EBITDA multiple of 12x. That would equate to US$496.51 per share, or a CAGR of 11.4%. However, if you are even more optimistic about Nvidia's growth story and think that growth will continue beyond 2030, Nvidia could be worth US$1.86 at an 18x EBITDA multiple, or $744.77 per share at a CAGR of 16.54%.CompetitionWhat is notable about Nvidia's competition is that there is not really a concrete direct competitor, with the size of Nvidia producing only graphics cards. This is likely to change in the future, as Nvidia recently announced that it will be developing ARM-based processors. These are the same processors that brands like Apple (AAPL) use in their iPhones and recently in the new M1/M2 lineup of Macs.Nvidia IRIntel (INTC) also doesn't really make standalone graphics cards like Nvidia and mostly makes processors that have lagged behind AMD's lineup of processors in recent years. For example, Intel launched its 10 nanometer lineup of 12th Gen Core processors while AMD has been producing 7 nanometer processors since 2018. Intel announced that it plans to launch its 7 nanometer processors sometime in 2023.Looking at the fundamental numbers, Nvidia comes quite close to AMD when looking at the fundamental valuation in terms of EV/EBITDA, which stands at 36.72 for Nvidia and at 34.56 for AMD. Both companies have superior revenue growth of about 31-32% and EBITDA growth in the double and triple digits. The only thing to note here is that AMD simply has lower net income margins of nearly 18% compared to nearly 42% for Nvidia, plus a lower return on equity.This also shows a low point in its lower EBITDA margin, but it has risen and is outpacing revenue growth, with EBITDA growth of 121.52% YoY, a very positive sign. We own both AMD and Nvidia and believe both are solid buys. However, we believe Nvidia has an advantage with its already solid margins, especially during periods of economic difficulty and multiple compression.TIKR TerminalTaiwan Semiconductor (TSM) also has a lower Forward P/E ratio of 16, which is in line with the historical weighted average of the S&P 500 while still showing EBITDA growth of 21.5% year-over-year and a revenue CAGR of almost 12% over the last 5 years. They also have a lot of cash on hand and virtually no debt, with total net debt of -US$16.77BN (negative net debt means a company has little debt and more cash).Author's DataFor short-term investors/pure value investors, Intel may be a better choice, as it is only at an 11x Forward P/E. However, the problem with Intel is its lack of innovation and inability to keep up with close competitors like AMD and Nvidia. This can also be seen in their 5-year revenue growth, which is only 5%. Moreover, their capital expenditure is sky-high at over $20.7 billion compared to AMD and Nvidia. Their EPS growth and EBITDA growth also seem to be coming under pressure.However, they do pay a very nice dividend with a forward-looking yield of 3.36%, which can certainly come in handy for short-term investors looking for safety, as it is also already trading quite cheaply in terms of fundamentals and there should be less downside risk compared to some of these growth names like AMD and Nvidia. It is only in the long run that Intel risks being disrupted by its competitors, and possibly seeing a severe drop in revenue growth/margins.The Bottom LineNvidia certainly has a chance to outperform the S&P 500 and give us investors plenty of Alpha, although a lot has to continue to go right for the company to grow at this rate. We strongly believe in the market growth of GPUs and think Nvidia should be considered a buy at this time, now that it is trading nearly 50% lower due to an unfavorable macroeconomic backdrop and multiple compression.Data by YChartsWith the economy looking for semiconductors and graphics cards, Nvidia is poised for tremendous growth. Therefore, we think it remains a solid buy, even at what pure value investors would call high levels. We expect Nvidia to join the trillion-dollar club this decade with a market capitalization of Apple, Microsoft (MSFT), Google (GOOG) (GOOGL), Amazon (AMZN) and perhaps other companies such as AMD, Tesla (TSLA) and Meta (FB).Seeking Alpha's quantitative rating currently has Nvidia as a \"hold\", due to valuation. However, in all other aspects, such as growth, profitability, momentum and revisions, Nvidia has received a very solid rating.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059014211,"gmtCreate":1654263516733,"gmtModify":1676535421707,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059014211","repostId":"2240247313","repostType":4,"isVote":1,"tweetType":1,"viewCount":3748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027755634,"gmtCreate":1654092675428,"gmtModify":1676535392853,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027755634","repostId":"2240490290","repostType":4,"isVote":1,"tweetType":1,"viewCount":2750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024893674,"gmtCreate":1653835197298,"gmtModify":1676535348672,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024893674","repostId":"2238959566","repostType":4,"repost":{"id":"2238959566","kind":"highlight","pubTimestamp":1653881880,"share":"https://ttm.financial/m/news/2238959566?lang=&edition=fundamental","pubTime":"2022-05-30 11:38","market":"us","language":"en","title":"The Best Stocks to Invest $1,000 in Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2238959566","media":"Motley Fool","summary":"Airbnb and Tesla both have fantastic potential for long-term investors.","content":"<div>\n<p>Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Best Stocks to Invest $1,000 in Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Best Stocks to Invest $1,000 in Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238959566","content_text":"Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned stocks in nearly every sector.But here's the thing: While it feels like the market will never rebound, history tells us that it certainly will. And when it does, you'll be glad you were holding shares of great companies.That's why you should consider putting some money toward Tesla and Airbnb. Because when the market eventually finds its footing, these two companies could end up being fantastic stocks to own for long-term investors.1. AirbnbAirbnb's unique booking platform for short-term and long-term stays hasn't been a great market performer since it went public last year, but even as a shareholder, I'm not worried. That's because the company is consistently growing in several key areas.First, consider that the company's nights and experiences bookings surpassed pre-pandemic levels in the most recent quarter, reaching 102 million. Not only is that proof of a travel rebound, but it also marks the first time that Airbnb surpassed 100 million nights and experiences booked in a quarter.Second, revenue is growing at a rapid pace. Sales reached $1.5 billion in the first quarter, an impressive 80% increase from the first quarter of 2019. That revenue growth further proves that when coronavirus restrictions were removed across the globe and vaccines became widely available. Travelers were quick to use Airbnb to book trips.And finally, while Airbnb isn't profitable right now, the company's bottom line is improving. Before the pandemic, the company's net loss in the first quarter was $292 million, but two years later, Airbnb lost just $19 million.With the company proving that it has already rebounded from the Covid-induced travel slump, investors may want to give this beaten-down stock strong consideration for their portfolio.2. TeslaTesla is just coming off a fantastic quarter where the company reported strong sales and vehicle deliveries, despite factory shutdowns, rising inflation, and material shortages.Tesla's first-quarter vehicle production spiked 69% from the year-ago quarter to 305,407 vehicles, and vehicle deliveries increased 68% to 310,048.That growth is already impressive on its own, but it looks even better when you consider that Tesla had to manage a factory shutdown in Shanghai because of China's strict zero-Covid policies. Tesla was able to help offset the factory hiccups because it brought its Berlin factory online in March and opened its Texas factory in April.Tesla's strong vehicle deliveries in the quarter translated into a staggering 87% increase in automotive revenue in the quarter to $16.9 billion. Part of the jump came from higher selling prices for its vehicles, which shows that even with price increases, the company's vehicles are still in high demand.And finally, Tesla's operating margin was an impressive 19.2% in the first quarter, up from just 5.7% in the year-ago quarter and higher than the 14.7% operating margin in the fourth quarter.For investors trying to find a company that successfully taps into the growing EV market, Tesla's latest quarter proves that the company knows how to manage production, increase sales, and boost operating margins all at the same time. That's far more than most EV makers can claim right now.","news_type":1,"symbols_score_info":{"TSLA":0.9,"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":2386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}