To The Moon
Home
News
TigerAI
Log In
Sign Up
kaeni
+Follow
Posts · 97
Posts · 97
Following · 0
Following · 0
Followers · 0
Followers · 0
kaeni
kaeni
·
2022-04-27
$Popular(BPOP)$
pop
看
4.23K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
kaeni
kaeni
·
2022-04-23
$MicroSectors FANG & Innovation -3X Inverse Leveraged ETN(BERZ)$
go go go!
看
4.54K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
kaeni
kaeni
·
2022-04-21
2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?
Nvidia: We Have A Problem
SummaryNvidia's channel partners have reported declining sales during the month of March.This may be
Nvidia: We Have A Problem
看
5.52K
回复
Comment
点赞
7
编组 21备份 2
Share
Report
kaeni
kaeni
·
2022-04-20
Go nvda!
Sorry, this post has been deleted
看
3.93K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
kaeni
kaeni
·
2022-04-20
Go go go
Singapore Stock Market May Extend Tuesday's Gains
The Singapore stock market on Tuesday ended the two-day losing streak in which it had stumbled almos
Singapore Stock Market May Extend Tuesday's Gains
看
3.69K
回复
Comment
点赞
3
编组 21备份 2
Share
Report
kaeni
kaeni
·
2022-04-16
$AMD(AMD)$
[Spurting]
看
3.72K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
kaeni
kaeni
·
2022-04-16
$AMD(AMD)$
[Spurting]
看
4.01K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
kaeni
kaeni
·
2022-04-15
$CVR Partners LP(UAN)$
[Miser]
看
4.68K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
kaeni
kaeni
·
2022-04-15
$THE HOUR GLASS LIMITED(AGS.SI)$
[Grin]
看
3.71K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
kaeni
kaeni
·
2022-04-14
$EXCELPOINT TECHNOLOGY LTD(BDF.SI)$
[smile]
看
3.42K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
Load more
No followers yet
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4091415616262270","uuid":"4091415616262270","gmtCreate":1629619102725,"gmtModify":1629619102725,"name":"kaeni","pinyin":"kaeni","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":15,"tweetSize":97,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"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":"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.25","exceedPercentage":"60.06%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.11","exceedPercentage":"60.38%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":5,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":9087473824,"gmtCreate":1651046515510,"gmtModify":1676534840276,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BPOP\">$Popular(BPOP)$</a>pop","listText":"<a href=\"https://ttm.financial/S/BPOP\">$Popular(BPOP)$</a>pop","text":"$Popular(BPOP)$pop","images":[{"img":"https://community-static.tradeup.com/news/8692583ff87ffc0f1a69edef1275062d","width":"1080","height":"2351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087473824","isVote":1,"tweetType":1,"viewCount":4226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9085891013,"gmtCreate":1650675836643,"gmtModify":1676534774593,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BERZ\">$MicroSectors FANG & Innovation -3X Inverse Leveraged ETN(BERZ)$</a>go go go!","listText":"<a href=\"https://ttm.financial/S/BERZ\">$MicroSectors FANG & Innovation -3X Inverse Leveraged ETN(BERZ)$</a>go go go!","text":"$MicroSectors FANG & Innovation -3X Inverse Leveraged ETN(BERZ)$go go go!","images":[{"img":"https://community-static.tradeup.com/news/8ee74bcbcba6b8c80065db1e22e2b0ec","width":"1080","height":"2450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085891013","isVote":1,"tweetType":1,"viewCount":4538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9082108624,"gmtCreate":1650533253684,"gmtModify":1676534746099,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"title":"","htmlText":"2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?","listText":"2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?","text":"2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082108624","repostId":"1149951459","repostType":4,"repost":{"id":"1149951459","kind":"news","pubTimestamp":1650532873,"share":"https://ttm.financial/m/news/1149951459?lang=en_US&edition=fundamental","pubTime":"2022-04-21 17:21","market":"us","language":"en","title":"Nvidia: We Have A Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=1149951459","media":"Seeking Alpha","summary":"SummaryNvidia's channel partners have reported declining sales during the month of March.This may be","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia's channel partners have reported declining sales during the month of March.</li><li>This may be a leading indicator of an impending slowdown, for Nvidia.</li><li>The stock is likely to remain subdued in coming weeks.</li></ul><p>NVIDIA (NASDAQ:NVDA) has had a golden run in the last 2 years. Its revenue is up 146% and its shares have surged 260%. But the chipmaker's rapid growth trajectory might be about to take a breather. Latest data reveals that some of Nvidia's important channel partners struggled to maintain their sales in the month of March. This indicates towards moderation in the chipmaker's growth momentum in Q2 and probably also in Q3. Let's take a closer look.</p><p><b>The Sales Data</b></p><p>See, Nvidia is not a vertically integrated company. Sure, it has a wide product portfolio, but it relies on key partners (like Taiwan Semiconductor (TSM)) to fabricate and package its chips. Some of its other partners (like Gigabyte, MSI, ASRock) manufacture Nvidia's GPUs and/or other related peripherals (like motherboards) and sell them through their respective global distribution networks. So, we can monitor the monthly sales data for these channel partners to get a sense of how Nvidia's ongoing quarter might be progressing.</p><p>We, at Business Quant, have developed a tool which tracks the monthly sales data for over 1200 Taiwanese companies. It reveals that Gigabyte, Micro-Star International and ASRock's sales declined significantly in the month of March. These firms design, package and distribute Nvidia-branded GPUs and/or accompanying motherboards, amongst a host of other computing peripherals, so they're not necessarily pure-plays. However, the fact that their sales declined after growing continuously for several months straight, does indicate that things didn't sail smoothly for them in recent weeks.</p><p><img src=\"https://static.tigerbbs.com/b2fcfa871e813488a8e0ced12102cc37\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>One might argue that maybe all the firms associated with the manufacturing and marketing of semiconductor chips, directly or indirectly, would be adversely impacted due to the ongoing chip shortages. But fact of the matter is that this sales decline isn't prevalent in many industries. For instance, revenue for Foundry and IC Design companies, on average, grew by a massive 33% and 23% respectively, year on year during March 2022.</p><p><img src=\"https://static.tigerbbs.com/a8c031277aa1b621f9e254db7d253cf2\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This suggests that the sales decline in March was limited to only a few computing devices and peripherals manufacturing firms, perhaps, because the consumer demand has temporarily waned off. This might very well be the case as Intel (INTC), AMD (AMD) and Nvidia are due to release a slew of major product generations later this year, and consumers might just be deferring their purchases until the new SKUs are out. Just to cite some of these upcoming releases for this year:</p><ul><li>AMD is due to release its 5nm-based CPU and GPUs,</li><li>Nvidia is due to release its 5nm-based RTX 40-series GPU,</li><li>Intel is due to release its first generation of Arc-based desktop GPUs.</li></ul><p>This brings us to the next question – what does all of this mean for Nvidia's shareholders?</p><p><b>The Implications for Investors</b></p><p>See, the aforementioned firms aren't pure-plays. Also, these firms manufacture products for competing platforms from AMD and Intel as well. So, their monthly sales numbers provide us with leading insights about the state of consumer computing industry in general, rather than it being specifically limited to Nvidia.</p><p>It's also important to understand that if AMD, Nvidia and Intel's SKUs were still selling like hotcakes, then these partner firms would be flush with orders and they'd be reporting continued sales growth. But there has clearly been a sales slump of late. So, I believe the demand for consumer computing devices has waned off in recent weeks. This will eventually reflect in AMD, Nvidia and Intel's earnings results in subsequent quarters, if not outrightly in Q1.</p><p>Therefore, I contend that Nvidia's investors should brace for subdued growth rates from their company in Q2 at the very least. Only time will tell if this is a transitory weakness or a longer-lasting trend, so investors may want to closely monitor the monthly sales figures for April, May and June as well. This would provide a head start to investors, before Nvidia reports its Q2 results sometime in July.</p><p>This very industry dynamic seems to have also prompted two research firms, Truist and Baird, to downgrade Nvidia in the last two weeks. They didn't provide any specifics and they also did not reveal their sources, but just said that they “found hard evidence of order cuts” which could weigh down on Nvidia's sales growth in Q2 and beyond.</p><p>What further exacerbates the problem is the fact that Nvidia's shares trade at a significant premium compared to many of the other rapidly growing semiconductor stocks. This suggests that the stock packs in more downside potential, than upside potential, at its current levels. This should encourage investors to rethink their thesis in the name and ask themselves – why invest in Nvidia when there are other rapidly growing companies out there, that trade at lower valuation multiples.</p><p><img src=\"https://static.tigerbbs.com/b12a7a6245d469986dcf956a48e2ca44\" tg-width=\"640\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Final Thoughts</b></p><p>There's no denying that Nvidia is a technology leader in its space. Its management has, time and again, found pockets of growth within the consumer and enterprise computing space, which has continually catapulted the company's revenue over the past decade. This fundamental philosophy of industry-leading innovation still remains at the heart of Nvidia and is likely to drive its sales to new highs in the years to come.</p><p><img src=\"https://static.tigerbbs.com/0a26603fe41aaa4146a920f0b2f495b7\" tg-width=\"640\" tg-height=\"599\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: We Have A Problem</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: We Have A Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 17:21 GMT+8 <a href=https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's channel partners have reported declining sales during the month of March.This may be a leading indicator of an impending slowdown, for Nvidia.The stock is likely to remain subdued in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149951459","content_text":"SummaryNvidia's channel partners have reported declining sales during the month of March.This may be a leading indicator of an impending slowdown, for Nvidia.The stock is likely to remain subdued in coming weeks.NVIDIA (NASDAQ:NVDA) has had a golden run in the last 2 years. Its revenue is up 146% and its shares have surged 260%. But the chipmaker's rapid growth trajectory might be about to take a breather. Latest data reveals that some of Nvidia's important channel partners struggled to maintain their sales in the month of March. This indicates towards moderation in the chipmaker's growth momentum in Q2 and probably also in Q3. Let's take a closer look.The Sales DataSee, Nvidia is not a vertically integrated company. Sure, it has a wide product portfolio, but it relies on key partners (like Taiwan Semiconductor (TSM)) to fabricate and package its chips. Some of its other partners (like Gigabyte, MSI, ASRock) manufacture Nvidia's GPUs and/or other related peripherals (like motherboards) and sell them through their respective global distribution networks. So, we can monitor the monthly sales data for these channel partners to get a sense of how Nvidia's ongoing quarter might be progressing.We, at Business Quant, have developed a tool which tracks the monthly sales data for over 1200 Taiwanese companies. It reveals that Gigabyte, Micro-Star International and ASRock's sales declined significantly in the month of March. These firms design, package and distribute Nvidia-branded GPUs and/or accompanying motherboards, amongst a host of other computing peripherals, so they're not necessarily pure-plays. However, the fact that their sales declined after growing continuously for several months straight, does indicate that things didn't sail smoothly for them in recent weeks.One might argue that maybe all the firms associated with the manufacturing and marketing of semiconductor chips, directly or indirectly, would be adversely impacted due to the ongoing chip shortages. But fact of the matter is that this sales decline isn't prevalent in many industries. For instance, revenue for Foundry and IC Design companies, on average, grew by a massive 33% and 23% respectively, year on year during March 2022.This suggests that the sales decline in March was limited to only a few computing devices and peripherals manufacturing firms, perhaps, because the consumer demand has temporarily waned off. This might very well be the case as Intel (INTC), AMD (AMD) and Nvidia are due to release a slew of major product generations later this year, and consumers might just be deferring their purchases until the new SKUs are out. Just to cite some of these upcoming releases for this year:AMD is due to release its 5nm-based CPU and GPUs,Nvidia is due to release its 5nm-based RTX 40-series GPU,Intel is due to release its first generation of Arc-based desktop GPUs.This brings us to the next question – what does all of this mean for Nvidia's shareholders?The Implications for InvestorsSee, the aforementioned firms aren't pure-plays. Also, these firms manufacture products for competing platforms from AMD and Intel as well. So, their monthly sales numbers provide us with leading insights about the state of consumer computing industry in general, rather than it being specifically limited to Nvidia.It's also important to understand that if AMD, Nvidia and Intel's SKUs were still selling like hotcakes, then these partner firms would be flush with orders and they'd be reporting continued sales growth. But there has clearly been a sales slump of late. So, I believe the demand for consumer computing devices has waned off in recent weeks. This will eventually reflect in AMD, Nvidia and Intel's earnings results in subsequent quarters, if not outrightly in Q1.Therefore, I contend that Nvidia's investors should brace for subdued growth rates from their company in Q2 at the very least. Only time will tell if this is a transitory weakness or a longer-lasting trend, so investors may want to closely monitor the monthly sales figures for April, May and June as well. This would provide a head start to investors, before Nvidia reports its Q2 results sometime in July.This very industry dynamic seems to have also prompted two research firms, Truist and Baird, to downgrade Nvidia in the last two weeks. They didn't provide any specifics and they also did not reveal their sources, but just said that they “found hard evidence of order cuts” which could weigh down on Nvidia's sales growth in Q2 and beyond.What further exacerbates the problem is the fact that Nvidia's shares trade at a significant premium compared to many of the other rapidly growing semiconductor stocks. This suggests that the stock packs in more downside potential, than upside potential, at its current levels. This should encourage investors to rethink their thesis in the name and ask themselves – why invest in Nvidia when there are other rapidly growing companies out there, that trade at lower valuation multiples.Final ThoughtsThere's no denying that Nvidia is a technology leader in its space. Its management has, time and again, found pockets of growth within the consumer and enterprise computing space, which has continually catapulted the company's revenue over the past decade. This fundamental philosophy of industry-leading innovation still remains at the heart of Nvidia and is likely to drive its sales to new highs in the years to come.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":5522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086197541,"gmtCreate":1650420077555,"gmtModify":1676534720264,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"title":"","htmlText":"Go nvda!","listText":"Go nvda!","text":"Go nvda!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086197541","repostId":"1112882198","repostType":4,"isVote":1,"tweetType":1,"viewCount":3929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086195787,"gmtCreate":1650420001341,"gmtModify":1676534720233,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"title":"","htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086195787","repostId":"1184676929","repostType":4,"repost":{"id":"1184676929","kind":"news","pubTimestamp":1650413180,"share":"https://ttm.financial/m/news/1184676929?lang=en_US&edition=fundamental","pubTime":"2022-04-20 08:06","market":"sg","language":"en","title":"Singapore Stock Market May Extend Tuesday's Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1184676929","media":"RTTNews","summary":"The Singapore stock market on Tuesday ended the two-day losing streak in which it had stumbled almos","content":"<html><head></head><body><p>The Singapore stock market on Tuesday ended the two-day losing streak in which it had stumbled almost 45 points or 1.3 percent. The Straits Times Index now rests just above the 3,305-point plateau and it's expected to open in the green again on Wednesday.</p><p>The global forecast for the Asian markets is upbeat on continued optimism for earnings. The European markets were down and the U.S. bourses were up and now tech shares are expected to lead the Asian markets higher.</p><p>The STI finished slightly higher on Tuesday following missed performances from the financial shares, property stocks and industrials.</p><p>For the day, the index perked 4.06 points or 0.12 percent to finish at 3,307.13 after trading between 3,307.13 and 3,344.66. Volume was 2 billion shares worth 1.2 billion Singapore dollars. There were 244 decliners and 211 gainers.</p><p>Among the actives, Ascendas REIT was down 0.35 percent, while CapitaLand Investment sank 0.75 percent, City Developments jumped 0.73 percent, Comfort DelGro improved 0.67 percent, Dairy Farm International rose 0.36 percent, Fraser Logistics shed 0.69 percent, Hongkong Land soared 0.84 percent, Keppel Corp spiked 0.76 percent, Mapletree Commercial Trust lost 0.53 percent, Mapletree Industrial Trust slid 0.37 percent, Oversea-Chinese Banking Corporation fell 0.50 percent, SATS eased 0.23 percent, SembCorp Industries surged 3.82 percent, Singapore Airlines rallied 0.74 percent, Singapore Exchange advanced 0.61 percent, Singapore Technologies Engineering and United Overseas Bank both gained 0.50 percent, Thai Beverage climbed 0.71 percent, Yangzijiang Shipbuilding tumbled 1.84 percent and Wilmar International, Mapletree Logistics Trust, Genting Singapore, DBS Group, CapitaLand Integrated Commercial Trust, SingTel and UOL Group were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages opened higher on Tuesday and picked up steam as the day progressed, ending sharply higher.</p><p>The Dow surged 499.51 points or 1.45 percent to finish at 34,911.20, while the NASDAQ soared 287.30 points or 2.15 percent to end at 13,619.66 and the S&P 500 jumped 70.52 points or 1.61 percent to close at 4,462.21.</p><p>The rally on Wall Street reflected largely upbeat earnings news from companies like Hasbro (HAS) and Johnson & Johnson (JNJ), although insurance giant Travelers (TRV) moved sharply lower despite earnings that beat estimates.</p><p>In U.S. economic news, the Commerce Department said new residential construction saw modest growth in March, while building permits also unexpectedly bounced higher.</p><p>Crude oil prices fell sharply Tuesday on concerns about outlook for energy demand following a downward revision in global growth forecast by the International Monetary Fund. West Texas Intermediate Crude oil futures for May ended down by $5.65 or 5.2 percent at $102.56 a barrel.</p></body></html>","source":"lsy1626938412129","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>Singapore Stock Market May Extend Tuesday's Gains</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\">\nSingapore Stock Market May Extend Tuesday's Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 08:06 GMT+8 <a href=https://www.rttnews.com/3276564/singapore-stock-market-may-extend-tuesday-s-gains.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Tuesday ended the two-day losing streak in which it had stumbled almost 45 points or 1.3 percent. The Straits Times Index now rests just above the 3,305-point plateau and...</p>\n\n<a href=\"https://www.rttnews.com/3276564/singapore-stock-market-may-extend-tuesday-s-gains.aspx?type=acom\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3276564/singapore-stock-market-may-extend-tuesday-s-gains.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184676929","content_text":"The Singapore stock market on Tuesday ended the two-day losing streak in which it had stumbled almost 45 points or 1.3 percent. The Straits Times Index now rests just above the 3,305-point plateau and it's expected to open in the green again on Wednesday.The global forecast for the Asian markets is upbeat on continued optimism for earnings. The European markets were down and the U.S. bourses were up and now tech shares are expected to lead the Asian markets higher.The STI finished slightly higher on Tuesday following missed performances from the financial shares, property stocks and industrials.For the day, the index perked 4.06 points or 0.12 percent to finish at 3,307.13 after trading between 3,307.13 and 3,344.66. Volume was 2 billion shares worth 1.2 billion Singapore dollars. There were 244 decliners and 211 gainers.Among the actives, Ascendas REIT was down 0.35 percent, while CapitaLand Investment sank 0.75 percent, City Developments jumped 0.73 percent, Comfort DelGro improved 0.67 percent, Dairy Farm International rose 0.36 percent, Fraser Logistics shed 0.69 percent, Hongkong Land soared 0.84 percent, Keppel Corp spiked 0.76 percent, Mapletree Commercial Trust lost 0.53 percent, Mapletree Industrial Trust slid 0.37 percent, Oversea-Chinese Banking Corporation fell 0.50 percent, SATS eased 0.23 percent, SembCorp Industries surged 3.82 percent, Singapore Airlines rallied 0.74 percent, Singapore Exchange advanced 0.61 percent, Singapore Technologies Engineering and United Overseas Bank both gained 0.50 percent, Thai Beverage climbed 0.71 percent, Yangzijiang Shipbuilding tumbled 1.84 percent and Wilmar International, Mapletree Logistics Trust, Genting Singapore, DBS Group, CapitaLand Integrated Commercial Trust, SingTel and UOL Group were unchanged.The lead from Wall Street is broadly positive as the major averages opened higher on Tuesday and picked up steam as the day progressed, ending sharply higher.The Dow surged 499.51 points or 1.45 percent to finish at 34,911.20, while the NASDAQ soared 287.30 points or 2.15 percent to end at 13,619.66 and the S&P 500 jumped 70.52 points or 1.61 percent to close at 4,462.21.The rally on Wall Street reflected largely upbeat earnings news from companies like Hasbro (HAS) and Johnson & Johnson (JNJ), although insurance giant Travelers (TRV) moved sharply lower despite earnings that beat estimates.In U.S. economic news, the Commerce Department said new residential construction saw modest growth in March, while building permits also unexpectedly bounced higher.Crude oil prices fell sharply Tuesday on concerns about outlook for energy demand following a downward revision in global growth forecast by the International Monetary Fund. West Texas Intermediate Crude oil futures for May ended down by $5.65 or 5.2 percent at $102.56 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083134896,"gmtCreate":1650077956330,"gmtModify":1676534642933,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>[Spurting] ","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>[Spurting] ","text":"$AMD(AMD)$[Spurting]","images":[{"img":"https://community-static.tradeup.com/news/759c665182ef16b21f779224dd31393b","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083134896","isVote":1,"tweetType":1,"viewCount":3719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9083135305,"gmtCreate":1650077839428,"gmtModify":1676534642901,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>[Spurting] ","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>[Spurting] ","text":"$AMD(AMD)$[Spurting]","images":[{"img":"https://community-static.tradeup.com/news/759c665182ef16b21f779224dd31393b","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083135305","isVote":1,"tweetType":1,"viewCount":4010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089664752,"gmtCreate":1649988623320,"gmtModify":1676534623376,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/UAN\">$CVR Partners LP(UAN)$</a>[Miser] ","listText":"<a href=\"https://ttm.financial/S/UAN\">$CVR Partners LP(UAN)$</a>[Miser] ","text":"$CVR Partners LP(UAN)$[Miser]","images":[{"img":"https://community-static.tradeup.com/news/c5125474e7ca8c38e58f05186a2e86d8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089664752","isVote":1,"tweetType":1,"viewCount":4677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089668327,"gmtCreate":1649988379686,"gmtModify":1676534623270,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AGS.SI\">$THE HOUR GLASS LIMITED(AGS.SI)$</a>[Grin] ","listText":"<a href=\"https://ttm.financial/S/AGS.SI\">$THE HOUR GLASS LIMITED(AGS.SI)$</a>[Grin] ","text":"$THE HOUR GLASS LIMITED(AGS.SI)$[Grin]","images":[{"img":"https://community-static.tradeup.com/news/8814d44df4070774ef123ba2e74e8dc4","width":"1080","height":"3402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089668327","isVote":1,"tweetType":1,"viewCount":3714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080472481,"gmtCreate":1649911353483,"gmtModify":1676534605589,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BDF.SI\">$EXCELPOINT TECHNOLOGY LTD(BDF.SI)$</a>[smile] ","listText":"<a href=\"https://ttm.financial/S/BDF.SI\">$EXCELPOINT TECHNOLOGY LTD(BDF.SI)$</a>[smile] ","text":"$EXCELPOINT TECHNOLOGY LTD(BDF.SI)$[smile]","images":[{"img":"https://community-static.tradeup.com/news/24c52cddf5e90b9b142e93d600271d7b","width":"1080","height":"3402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080472481","isVote":1,"tweetType":1,"viewCount":3419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}
