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Big boi

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- Big boiBig boi
  ·2024-09-02
  Bro going to get cucked again after all his doom posting 😂
  Sorry, this post has been deleted
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- Big boiBig boi
  ·2024-08-30
  K bro, just sell your stock instead of yapping then
  CrowdStrike: Customer Commitment Package Is A Double-Edged Sword
  SummaryCrowdStrike Holdings, Inc.'s Q2 results have not yet reflected the negative impact of the recent outage, and a deterioration in customer engagement is expected in the coming quarters.The compan
  CrowdStrike: Customer Commitment Package Is A Double-Edged Sword
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- Big boiBig boi
  ·2022-07-14
  What about guidance for next Q. If it's bad, watch it tank to hell
  TSMC's Q2 Profit up 76%, Beats Market Estimates
  (Reuters) - Taiwanese chip maker TSMC posted a 76.4% rise in second-quarter net profit on Thursday o
  TSMC's Q2 Profit up 76%, Beats Market Estimates
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- Big boiBig boi
  ·2022-06-15
  arkk Is fked
  Cathie Wood: We Are Not Overly Concerned About Inflation and Rates Hammering ARK
  Noted tech investor Cathie Wood is staying true to her investing style — bold bets on buzzy future l
  Cathie Wood: We Are Not Overly Concerned About Inflation and Rates Hammering ARK
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boi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101342527315700","authorIdStr":"4101342527315700"},"themes":[],"htmlText":"Bro going to get cucked again after all his doom posting 😂","listText":"Bro going to get cucked again after all his doom posting 😂","text":"Bro going to get cucked again after all his doom posting 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345088874082520","repostId":"2464811097","repostType":2,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343884983759112,"gmtCreate":1724996776615,"gmtModify":1724998989382,"author":{"id":"4101342527315700","authorId":"4101342527315700","name":"Big boi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101342527315700","authorIdStr":"4101342527315700"},"themes":[],"htmlText":"K bro, just sell your stock instead of yapping then","listText":"K bro, just sell your stock instead of yapping then","text":"K bro, just sell your stock instead of yapping then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343884983759112","repostId":"1143522875","repostType":2,"repost":{"id":"1143522875","kind":"news","pubTimestamp":1724989892,"share":"https://ttm.financial/m/news/1143522875?lang=&edition=fundamental","pubTime":"2024-08-30 11:51","market":"us","language":"en","title":"CrowdStrike: Customer Commitment Package Is A Double-Edged Sword","url":"https://stock-news.laohu8.com/highlight/detail?id=1143522875","media":"Seeking Alpha","summary":"SummaryCrowdStrike Holdings, Inc.'s Q2 results have not yet reflected the negative impact of the recent outage, and a deterioration in customer engagement is expected in the coming quarters.The compan","content":"<html><head></head><body><h2 id=\"id_684350664\">Summary</h2><ul style=\"\"><li><p>CrowdStrike Holdings, Inc.&#39;s Q2 results have not yet reflected the negative impact of the recent outage, and a deterioration in customer engagement is expected in the coming quarters.</p></li><li><p>The company&#39;s forward guidance implies a significant growth slowdown in revenue and EBIT margin contraction, leading to a potential YoY EPS decline in 2H FY2025.</p></li><li><p>The Customer Commitment Package is expected to affect net new ARR and subscription revenue by approximately $60 million and professional service revenue by $5 million to $10 million in 2H.</p></li><li><p>Despite a leading position in the Endpoint market, other competitors are gaining market share at a cost of CrowdStrike Holdings following the incident.</p></li><li><p>The stock trading at 69x non-GAAP P/E fwd has largely priced in a rapid recovery from the near-term growth challenges.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02eeca99da829adfd6211a47e46b320c\" alt=\"Crowdstrike headquarters in Silicon Valley\" title=\"Crowdstrike headquarters in Silicon Valley\" tg-width=\"750\" tg-height=\"500\"/><span>Crowdstrike headquarters in Silicon Valley</span></p><p></p><h2 id=\"id_625798373\">What Happened Since the IT Outrage</h2><p><strong>CrowdStrike Holdings, Inc.</strong> (NASDAQ:CRWD) beat on both revenue and non-GAAP EPS estimates in Q2 FY2025, but forecasted a disappointing outlook. Although the company managed the crisis effectively, CRWD&#39;s top priority is now to strengthen customer engagement. I believe some customers may hesitate to renew the Platform products in the near term, leading to a lower net revenue retention rate and impacting top-line growth. To preserve goodwill, CRWD has made concessions, such as offering discounts to certain customers, which could result in a significant slowdown in ARR growth in coming quarters.</p><p>Following the outage, I previously issued a hold rating on the stock due to the considerable uncertainty surrounding the company&#39;s growth trajectory, as rebuilding its reputation will take time. The stock has recovered some losses from its August lows, indicating its valuation multiples getting more elevated.</p><p>Therefore, due to a disappointing forward revenue and EPS guidance, I&#39;m reiterating my hold rating on CRWD, anticipating a significant growth slowdown in the coming quarters as it works to rebuild customer loyalty. Moreover, I&#39;m cautiously optimistic about the company&#39;s long-term leader in the core Endpoint market, as CRWD is likely to face increasing competition and potential market share loss following this incident.</p><h2 id=\"id_4087896571\">Offering Concessions Will Impact Near-Term Growth</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3cbd313e5caf239de8e3affea4e359b\" alt=\"The company model\" title=\"The company model\" tg-width=\"535\" tg-height=\"315\"/><span>The company model</span></p><p></p><p>CRWD delivered better-than-expected 2Q results, with revenue growth still showing resiliency at 31.7% YoY. Since the outage occurred in July, I expect the financial impact to begin materializing in 3Q FY2025, as the management mentioned that this coming quarter will include an estimated $30 million additional cost from the concession package. Particularly, the midpoint of the company&#39;s 3Q FY2025 and FY2025 guidance falls below market estimates, implying a YoY growth of 24.9% in 3Q and 21.8% in 4Q. The chart clearly shows that the growth trajectory is starting to decelerate significantly in 3Q.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52f72cc60cb9a7cabd7da7302aa2648a\" alt=\"The company model\" title=\"The company model\" tg-width=\"462\" tg-height=\"279\"/><span>The company model</span></p><p></p><p>Moreover, the company&#39;s key metrics, such as RPO, dollar-based net retention, and ARR will not fully reflect the negative impact of the recent outrage. However, we did observe some modest slowdown in 2Q, as its RPO grew 36% YoY, showing a sequential slowdown. The management indicated that the dollar-based churn was modestly lower on a YoY basis. ARR growth also experienced a 1% sequential decline.</p><p>During the 2Q FY2025 earnings call, the management discussed their customer commitment package to strengthen the customer retention and increase Falcon adoption. The concessions package will impact net new ARR and subscription revenue by around $60 million and professional service revenue by $5 million to $10 million in 2H FY2025. Therefore, I believe these key metrics are expected to see a significant deceleration in 3Q.</p><p>However, the management is confident that this package will enhance customer engagement, which will eventually create a higher platform adoption. I believe it&#39;s too early to confirm this narrative given increasing competition in the cybersecurity industry, as we are seeing CRWD losing market share following the incident.</p><h2 id=\"id_785225712\">Expecting A Sharp Margin Decline</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4525c61bd24a6414ceebba9365c139c\" alt=\"The company model\" title=\"The company model\" tg-width=\"538\" tg-height=\"312\"/><span>The company model</span></p><p></p><p>CRWD is also expected to experience a contraction in non-GAAP EBIT margin in 2H FY2025, as the company will incur additional G&amp;A expenses following the outage. With a significant slowdown in revenue growth coinciding with a margin decline, the company has indicated a YoY decline in its non-GAAP EPS for 3Q. The midpoint of FY2025 guidance suggests a continued YoY decline in non-GAAP EPS in 4Q as well. I believe the street will likely revise its forward EPS consensus downward following this muted outlook. It&#39;s possible that the forward 12-month EPS will be lower than its TTM basis, which would make the forward valuation multiple appear pricier.</p><p>Nevertheless, as the company continues to invest in R&amp;D to support growth while focusing on customer retention, management anticipates a gradual improvement in EBIT margin in FY2026.</p><h2 id=\"id_187472300\">Gaining Market Shares from Other Cyber Players</h2><p>Despite CRWD&#39;s leading position in the Endpoint Security market, some analysts on the street believe that the company may face incremental market share loss in the near term, particularly to cybersecurity peers like SentinelOne (S) and Palo Alto Networks (PANW). Although these companies currently hold a smaller share of the market, they have been steadily gaining ground recently. Particularly, SentinelOne is expected to capture more bookings at CRWD&#39;s expense. A recent survey indicated that SentinelOne&#39;s results increased by 29% both sequentially and year-over-year, partly due to the company offering discounts to customers.</p><p>Earlier this week, SentinelOne delivered better-than-expected Q2 earnings and raised its forward revenue outlook. I believe that once a company&#39;s reputation is damaged, it may take a long time to fully recover. As competitors may catch up and gain market share, we need to hear the management&#39;s comments on the FY2026 outlook early next year to gain more color into the recovery process, particularly concerning net new ARR growth. Therefore, it&#39;s premature to be bullish on the stock at this time, especially given its still elevated valuation.</p><h2 id=\"id_1742083204\">Valuation</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/54b927407d2c2e3f99d13acb931e7e92\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"202\"/><span>Seeking Alpha</span></p><p></p><p>CRWD&#39;s valuation was expensive before the outrage but was supported by its strong growth momentum, with a +30% YoY revenue growth trend. Following the recent sharp pullback, I believe that some near-term growth headwinds have been priced in. Its EV/sales TTM is currently trading at 19.1x, despite below its 5-year average, still higher than PANW and S. In addition, its non-GAAP P/E fwd sits at 69x, more expensive than Nvidia&#39;s (NVDA) 46x and PANW&#39;s 55x. This indicates a lofty valuation and further downside potential for CRWD. However, management encouraged investors to look past the near-term growth slowdown. They stated that the “customer commitment package will drive even more Falcon utilization and platform value realization in both the short and long term.” Therefore, it&#39;s prudent to stay on the sidelines at the moment.</p><h2 id=\"id_2442435578\">Conclusion</h2><p>In conclusion, although CRWD delivered better-than-expected Q2 results, this does not mitigate the significant near-term challenges posed by the recent IT outage. The disappointing forward guidance has raised concerns about potential slowdowns in key growth metrics such as ARR and RPO. Moreover, the company may face intensified competition and potential market share loss as rivals like S and PANW capitalize on the situation and boost their forward guidance for the upcoming quarters.</p><p>Given the likelihood of downward revisions to EPS estimates and CrowdStrike Holdings, Inc.&#39;s still elevated valuation multiples, it&#39;s premature to buy the dip. We need to hear an optimistic management&#39;s commentary on the FY2026 outlook, particularly regarding net new ARR growth, before considering a more bullish view on CRWD.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike: Customer Commitment Package Is A Double-Edged Sword</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrowdStrike: Customer Commitment Package Is A Double-Edged Sword\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-30 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4718027-crowdstrike-customer-commitment-package-is-a-double-edged-sword><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryCrowdStrike Holdings, Inc.'s Q2 results have not yet reflected the negative impact of the recent outage, and a deterioration in customer engagement is expected in the coming quarters.The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4718027-crowdstrike-customer-commitment-package-is-a-double-edged-sword\">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://seekingalpha.com/article/4718027-crowdstrike-customer-commitment-package-is-a-double-edged-sword","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143522875","content_text":"SummaryCrowdStrike Holdings, Inc.'s Q2 results have not yet reflected the negative impact of the recent outage, and a deterioration in customer engagement is expected in the coming quarters.The company's forward guidance implies a significant growth slowdown in revenue and EBIT margin contraction, leading to a potential YoY EPS decline in 2H FY2025.The Customer Commitment Package is expected to affect net new ARR and subscription revenue by approximately $60 million and professional service revenue by $5 million to $10 million in 2H.Despite a leading position in the Endpoint market, other competitors are gaining market share at a cost of CrowdStrike Holdings following the incident.The stock trading at 69x non-GAAP P/E fwd has largely priced in a rapid recovery from the near-term growth challenges.Crowdstrike headquarters in Silicon ValleyWhat Happened Since the IT OutrageCrowdStrike Holdings, Inc. (NASDAQ:CRWD) beat on both revenue and non-GAAP EPS estimates in Q2 FY2025, but forecasted a disappointing outlook. Although the company managed the crisis effectively, CRWD's top priority is now to strengthen customer engagement. I believe some customers may hesitate to renew the Platform products in the near term, leading to a lower net revenue retention rate and impacting top-line growth. To preserve goodwill, CRWD has made concessions, such as offering discounts to certain customers, which could result in a significant slowdown in ARR growth in coming quarters.Following the outage, I previously issued a hold rating on the stock due to the considerable uncertainty surrounding the company's growth trajectory, as rebuilding its reputation will take time. The stock has recovered some losses from its August lows, indicating its valuation multiples getting more elevated.Therefore, due to a disappointing forward revenue and EPS guidance, I'm reiterating my hold rating on CRWD, anticipating a significant growth slowdown in the coming quarters as it works to rebuild customer loyalty. Moreover, I'm cautiously optimistic about the company's long-term leader in the core Endpoint market, as CRWD is likely to face increasing competition and potential market share loss following this incident.Offering Concessions Will Impact Near-Term GrowthThe company modelCRWD delivered better-than-expected 2Q results, with revenue growth still showing resiliency at 31.7% YoY. Since the outage occurred in July, I expect the financial impact to begin materializing in 3Q FY2025, as the management mentioned that this coming quarter will include an estimated $30 million additional cost from the concession package. Particularly, the midpoint of the company's 3Q FY2025 and FY2025 guidance falls below market estimates, implying a YoY growth of 24.9% in 3Q and 21.8% in 4Q. The chart clearly shows that the growth trajectory is starting to decelerate significantly in 3Q.The company modelMoreover, the company's key metrics, such as RPO, dollar-based net retention, and ARR will not fully reflect the negative impact of the recent outrage. However, we did observe some modest slowdown in 2Q, as its RPO grew 36% YoY, showing a sequential slowdown. The management indicated that the dollar-based churn was modestly lower on a YoY basis. ARR growth also experienced a 1% sequential decline.During the 2Q FY2025 earnings call, the management discussed their customer commitment package to strengthen the customer retention and increase Falcon adoption. The concessions package will impact net new ARR and subscription revenue by around $60 million and professional service revenue by $5 million to $10 million in 2H FY2025. Therefore, I believe these key metrics are expected to see a significant deceleration in 3Q.However, the management is confident that this package will enhance customer engagement, which will eventually create a higher platform adoption. I believe it's too early to confirm this narrative given increasing competition in the cybersecurity industry, as we are seeing CRWD losing market share following the incident.Expecting A Sharp Margin DeclineThe company modelCRWD is also expected to experience a contraction in non-GAAP EBIT margin in 2H FY2025, as the company will incur additional G&A expenses following the outage. With a significant slowdown in revenue growth coinciding with a margin decline, the company has indicated a YoY decline in its non-GAAP EPS for 3Q. The midpoint of FY2025 guidance suggests a continued YoY decline in non-GAAP EPS in 4Q as well. I believe the street will likely revise its forward EPS consensus downward following this muted outlook. It's possible that the forward 12-month EPS will be lower than its TTM basis, which would make the forward valuation multiple appear pricier.Nevertheless, as the company continues to invest in R&D to support growth while focusing on customer retention, management anticipates a gradual improvement in EBIT margin in FY2026.Gaining Market Shares from Other Cyber PlayersDespite CRWD's leading position in the Endpoint Security market, some analysts on the street believe that the company may face incremental market share loss in the near term, particularly to cybersecurity peers like SentinelOne (S) and Palo Alto Networks (PANW). Although these companies currently hold a smaller share of the market, they have been steadily gaining ground recently. Particularly, SentinelOne is expected to capture more bookings at CRWD's expense. A recent survey indicated that SentinelOne's results increased by 29% both sequentially and year-over-year, partly due to the company offering discounts to customers.Earlier this week, SentinelOne delivered better-than-expected Q2 earnings and raised its forward revenue outlook. I believe that once a company's reputation is damaged, it may take a long time to fully recover. As competitors may catch up and gain market share, we need to hear the management's comments on the FY2026 outlook early next year to gain more color into the recovery process, particularly concerning net new ARR growth. Therefore, it's premature to be bullish on the stock at this time, especially given its still elevated valuation.ValuationSeeking AlphaCRWD's valuation was expensive before the outrage but was supported by its strong growth momentum, with a +30% YoY revenue growth trend. Following the recent sharp pullback, I believe that some near-term growth headwinds have been priced in. Its EV/sales TTM is currently trading at 19.1x, despite below its 5-year average, still higher than PANW and S. In addition, its non-GAAP P/E fwd sits at 69x, more expensive than Nvidia's (NVDA) 46x and PANW's 55x. This indicates a lofty valuation and further downside potential for CRWD. However, management encouraged investors to look past the near-term growth slowdown. They stated that the “customer commitment package will drive even more Falcon utilization and platform value realization in both the short and long term.” Therefore, it's prudent to stay on the sidelines at the moment.ConclusionIn conclusion, although CRWD delivered better-than-expected Q2 results, this does not mitigate the significant near-term challenges posed by the recent IT outage. The disappointing forward guidance has raised concerns about potential slowdowns in key growth metrics such as ARR and RPO. Moreover, the company may face intensified competition and potential market share loss as rivals like S and PANW capitalize on the situation and boost their forward guidance for the upcoming quarters.Given the likelihood of downward revisions to EPS estimates and CrowdStrike Holdings, Inc.'s still elevated valuation multiples, it's premature to buy the dip. We need to hear an optimistic management's commentary on the FY2026 outlook, particularly regarding net new ARR growth, before considering a more bullish view on CRWD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076957308,"gmtCreate":1657777943904,"gmtModify":1676536060849,"author":{"id":"4101342527315700","authorId":"4101342527315700","name":"Big boi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101342527315700","authorIdStr":"4101342527315700"},"themes":[],"htmlText":"What about guidance for next Q. If it's bad, watch it tank to hell","listText":"What about guidance for next Q. If it's bad, watch it tank to hell","text":"What about guidance for next Q. If it's bad, watch it tank to hell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076957308","repostId":"1112343474","repostType":2,"repost":{"id":"1112343474","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657776995,"share":"https://ttm.financial/m/news/1112343474?lang=&edition=fundamental","pubTime":"2022-07-14 13:36","market":"us","language":"en","title":"TSMC's Q2 Profit up 76%, Beats Market Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1112343474","media":"Reuters","summary":"(Reuters) - Taiwanese chip maker TSMC posted a 76.4% rise in second-quarter net profit on Thursday o","content":"<html><head></head><body><p>(Reuters) - Taiwanese chip maker <a href=\"https://laohu8.com/S/TSM\">TSMC</a> posted a 76.4% rise in second-quarter net profit on Thursday on sustained demand for semiconductors amid a continued global shortage.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world&#39;s largest contract chipmaker and a major <a href=\"https://laohu8.com/S/AAPL\">Apple Inc </a> supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.</p><p>That was ahead of the T$219.13 billion average of 19 analyst estimates compiled by Refinitiv.</p><p>Revenue for the quarter climbed 36.6% to $18.16 billion, versus TSMC&#39;s prior estimated range of $17.6 billion to $18.2 billion.</p><p>TSMC&#39;s profitability has been boosted by a global chip shortage that was sparked by a demand surge as people worked and studied from home at the height of the COVID-19 pandemic. The shortage has complicated or cut production at manufacturers of devices such as smartphones and laptops as well as vehicles.</p><p>The Taiwanese firm, whose clients also include chip majors such as Qualcomm Inc (QCOM.O), has talked of a &#34;mega-trend&#34; in the industry brought about by demand for high-performance computing chips for 5G networks and artificial intelligence, as well as increased use of chips in gadgets and vehicles.</p><p>The company has said its chip capacity would remain tight this year, amid a crunch that has kept order books full and allowed chipmakers to charge premium prices.</p><p>Shares of TSMC have fallen about 23% so far this year, giving it a market value of $408.3 billion. The stock rose 1% on Thursday, compared with a 0.8% gain for the benchmark index (.TWII).<img src=\"https://static.tigerbbs.com/3b5e8e38b287abf9b6c1650d957b8238\" tg-width=\"850\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></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>TSMC's Q2 Profit up 76%, Beats Market Estimates</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\">\nTSMC's Q2 Profit up 76%, Beats Market Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-14 13:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Taiwanese chip maker <a href=\"https://laohu8.com/S/TSM\">TSMC</a> posted a 76.4% rise in second-quarter net profit on Thursday on sustained demand for semiconductors amid a continued global shortage.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world&#39;s largest contract chipmaker and a major <a href=\"https://laohu8.com/S/AAPL\">Apple Inc </a> supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.</p><p>That was ahead of the T$219.13 billion average of 19 analyst estimates compiled by Refinitiv.</p><p>Revenue for the quarter climbed 36.6% to $18.16 billion, versus TSMC&#39;s prior estimated range of $17.6 billion to $18.2 billion.</p><p>TSMC&#39;s profitability has been boosted by a global chip shortage that was sparked by a demand surge as people worked and studied from home at the height of the COVID-19 pandemic. The shortage has complicated or cut production at manufacturers of devices such as smartphones and laptops as well as vehicles.</p><p>The Taiwanese firm, whose clients also include chip majors such as Qualcomm Inc (QCOM.O), has talked of a &#34;mega-trend&#34; in the industry brought about by demand for high-performance computing chips for 5G networks and artificial intelligence, as well as increased use of chips in gadgets and vehicles.</p><p>The company has said its chip capacity would remain tight this year, amid a crunch that has kept order books full and allowed chipmakers to charge premium prices.</p><p>Shares of TSMC have fallen about 23% so far this year, giving it a market value of $408.3 billion. The stock rose 1% on Thursday, compared with a 0.8% gain for the benchmark index (.TWII).<img src=\"https://static.tigerbbs.com/3b5e8e38b287abf9b6c1650d957b8238\" tg-width=\"850\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112343474","content_text":"(Reuters) - Taiwanese chip maker TSMC posted a 76.4% rise in second-quarter net profit on Thursday on sustained demand for semiconductors amid a continued global shortage.Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc  supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.That was ahead of the T$219.13 billion average of 19 analyst estimates compiled by Refinitiv.Revenue for the quarter climbed 36.6% to $18.16 billion, versus TSMC's prior estimated range of $17.6 billion to $18.2 billion.TSMC's profitability has been boosted by a global chip shortage that was sparked by a demand surge as people worked and studied from home at the height of the COVID-19 pandemic. The shortage has complicated or cut production at manufacturers of devices such as smartphones and laptops as well as vehicles.The Taiwanese firm, whose clients also include chip majors such as Qualcomm Inc (QCOM.O), has talked of a \"mega-trend\" in the industry brought about by demand for high-performance computing chips for 5G networks and artificial intelligence, as well as increased use of chips in gadgets and vehicles.The company has said its chip capacity would remain tight this year, amid a crunch that has kept order books full and allowed chipmakers to charge premium prices.Shares of TSMC have fallen about 23% so far this year, giving it a market value of $408.3 billion. The stock rose 1% on Thursday, compared with a 0.8% gain for the benchmark index (.TWII).","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113826624568122","authorId":"4113826624568122","name":"Wolftrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"idStr":"4113826624568122","authorIdStr":"4113826624568122"},"content":"Order books are already full for this year and they are able to charge premium price as stated in Reuters. Q3 should still be strong","text":"Order books are already full for this year and they are able to charge premium price as stated in Reuters. Q3 should still be strong","html":"Order books are already full for this year and they are able to charge premium price as stated in Reuters. Q3 should still be strong"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055567814,"gmtCreate":1655294635938,"gmtModify":1676535605952,"author":{"id":"4101342527315700","authorId":"4101342527315700","name":"Big boi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101342527315700","authorIdStr":"4101342527315700"},"themes":[],"htmlText":"arkk Is fked","listText":"arkk Is fked","text":"arkk Is fked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055567814","repostId":"2243699157","repostType":2,"repost":{"id":"2243699157","kind":"highlight","pubTimestamp":1655292368,"share":"https://ttm.financial/m/news/2243699157?lang=&edition=fundamental","pubTime":"2022-06-15 19:26","market":"us","language":"en","title":"Cathie Wood: We Are Not Overly Concerned About Inflation and Rates Hammering ARK","url":"https://stock-news.laohu8.com/highlight/detail?id=2243699157","media":"Yahoo Finance","summary":"Noted tech investor Cathie Wood is staying true to her investing style — bold bets on buzzy future l","content":"<html><head></head><body><p>Noted tech investor Cathie Wood is staying true to her investing style — bold bets on buzzy future leaders — despite seeing her funds hammered during the plunge into bear territory for stock markets amid inflation worries and rising interest rates.</p><p>&#34;We are not overly concerned because we’re already seeing signs that inflationary pressures are beginning to ease,&#34; Wood said in a new interview with Goldman Sachs. &#34;We have long believed that the current inflation surge is a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time shock to the system, although it has lasted a lot longer than we initially expected.&#34;</p><p>Pointing to declining global shipping rates and likely discounting at retailers due to high inventories, Wood reiterated that &#34;inflationary pressures have begun to unravel.&#34;</p><p>&#34;I do think we are on the other side of the inflation problem,&#34; Wood said, later adding that &#34;I think the rates market is telling us that inflation will eventually come down to levels consistent with positive real growth, and have been surprised that more investors don’t seem more reassured by this.&#34;</p><p>Investors haven&#39;t been reassured about much of anything lately.</p><p>All three major equity indices reversed positive starts on Tuesday, traded in the red most of the day, and closed mixed as investors prepared for a potentially extra hawkish Fed meeting on Wednesday.</p><p>U.S. stocks sank into a bear market on Monday, with the S&amp;P ending the session more than 20% below its recent record high in January. The apparent catalyst for the sell-off was a surprisingly hot Consumer Price Index (CPI) on Friday that stoked fresh rate hike fears.</p><p>Wood&#39;s flagship Ark Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> — which rose to fame for big gains in 2020 and 2021 with rates being at record lows — mostly contains risky earlier stage tech companies, and it&#39;s these companies in particular that are seeing either greater losses or waning profits amid higher rates and slower economic growth.</p><p>One name Wood has been buying of late, for instance, is crypto platform Coinbase. Shares are down 80% year to date amid a new crypto winter that has forced the company to slow its growth. On Tuesday, the company announced an 18% reduction in its workforce.</p><p>ARKK&#39;s top three holdings — <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, Tesla, and Roku — have also seen outsized losses so far in 2022.</p><p>Wood doesn&#39;t sound like a shaken investor, however.</p><p>&#34;Many people have denigrated our strategies as &#39;profitless tech,&#39; &#39;concept capital,&#39; or &#39;tech wreck&#39; —terms you didn’t hear during the tech bubble,&#34; she told Goldman. &#34;That’s a beautiful thing in some ways because it means that a lot of negative news is already priced in. Yet, despite that pessimism, 2022-2024 consensus estimates of revenue growth for our portfolios are in the 25-27% range. &#34;If this were a replay of the tech bubble, our portfolios would be showing negative expected revenue growth.&#34;</p><p>Wood continued: &#34;The consensus estimate for the gross margins of our companies, which we believe provides a sense of the underlying profitability of our companies, also has them moving up slightly, whereas margins were moving down at this point in the tech bust. Despite these differences, investors are still running for the hills — towards their benchmarks — a decision we think will prove to be as wrong as racing towards the dream was during the dot-com bubble.&#34;</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>Cathie Wood: We Are Not Overly Concerned About Inflation and Rates Hammering ARK</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\">\nCathie Wood: We Are Not Overly Concerned About Inflation and Rates Hammering ARK\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 19:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cathie-wood-we-are-not-overly-concerned-inflation-rates-110205973.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Noted tech investor Cathie Wood is staying true to her investing style — bold bets on buzzy future leaders — despite seeing her funds hammered during the plunge into bear territory for stock markets ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-wood-we-are-not-overly-concerned-inflation-rates-110205973.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","ARKK":"ARK Innovation ETF","CRSP":"CRISPR Therapeutics AG","TSLA":"特斯拉","DNA":"Ginkgo Bioworks Holdings Inc."},"source_url":"https://finance.yahoo.com/news/cathie-wood-we-are-not-overly-concerned-inflation-rates-110205973.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243699157","content_text":"Noted tech investor Cathie Wood is staying true to her investing style — bold bets on buzzy future leaders — despite seeing her funds hammered during the plunge into bear territory for stock markets amid inflation worries and rising interest rates.\"We are not overly concerned because we’re already seeing signs that inflationary pressures are beginning to ease,\" Wood said in a new interview with Goldman Sachs. \"We have long believed that the current inflation surge is a one-time shock to the system, although it has lasted a lot longer than we initially expected.\"Pointing to declining global shipping rates and likely discounting at retailers due to high inventories, Wood reiterated that \"inflationary pressures have begun to unravel.\"\"I do think we are on the other side of the inflation problem,\" Wood said, later adding that \"I think the rates market is telling us that inflation will eventually come down to levels consistent with positive real growth, and have been surprised that more investors don’t seem more reassured by this.\"Investors haven't been reassured about much of anything lately.All three major equity indices reversed positive starts on Tuesday, traded in the red most of the day, and closed mixed as investors prepared for a potentially extra hawkish Fed meeting on Wednesday.U.S. stocks sank into a bear market on Monday, with the S&P ending the session more than 20% below its recent record high in January. The apparent catalyst for the sell-off was a surprisingly hot Consumer Price Index (CPI) on Friday that stoked fresh rate hike fears.Wood's flagship Ark Innovation Pacer Swan SOS Fund of Funds ETF|ETF — which rose to fame for big gains in 2020 and 2021 with rates being at record lows — mostly contains risky earlier stage tech companies, and it's these companies in particular that are seeing either greater losses or waning profits amid higher rates and slower economic growth.One name Wood has been buying of late, for instance, is crypto platform Coinbase. Shares are down 80% year to date amid a new crypto winter that has forced the company to slow its growth. On Tuesday, the company announced an 18% reduction in its workforce.ARKK's top three holdings — Zoom, Tesla, and Roku — have also seen outsized losses so far in 2022.Wood doesn't sound like a shaken investor, however.\"Many people have denigrated our strategies as 'profitless tech,' 'concept capital,' or 'tech wreck' —terms you didn’t hear during the tech bubble,\" she told Goldman. \"That’s a beautiful thing in some ways because it means that a lot of negative news is already priced in. Yet, despite that pessimism, 2022-2024 consensus estimates of revenue growth for our portfolios are in the 25-27% range. \"If this were a replay of the tech bubble, our portfolios would be showing negative expected revenue growth.\"Wood continued: \"The consensus estimate for the gross margins of our companies, which we believe provides a sense of the underlying profitability of our companies, also has them moving up slightly, whereas margins were moving down at this point in the tech bust. Despite these differences, investors are still running for the hills — towards their benchmarks — a decision we think will prove to be as wrong as racing towards the dream was during the dot-com bubble.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}