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IvanBoon
2021-12-07
$DigiCore Reit USD(DCRU.SI)$
how to sell it since got the IPO via DBS?
IvanBoon
2021-11-30
AMD
Better Semiconductor Stock: Nvidia or AMD
IvanBoon
2021-10-31
Gogogo
Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits
IvanBoon
2021-11-03
Great ariticle, would you like to share it?
@小虎活动:[Halloween Game] Trade or Treat!
IvanBoon
2021-12-22
Popping soon? Haha
@ren123:
$ISHARESHSTECH(03067)$
ouch.
IvanBoon
2021-10-31
Share 2
@小虎活动:[Halloween Game] Trade or Treat!
IvanBoon
2021-10-30
Share no 2…
@小虎活动:[Halloween Game] Trade or Treat!
IvanBoon
2021-10-29
Great chance to earn shares!
@小虎活动:[Halloween Game] Trade or Treat!
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Haha","listText":"Popping soon? Haha","text":"Popping soon? Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691370432","repostId":"693132373","repostType":1,"repost":{"id":693132373,"gmtCreate":1639983462791,"gmtModify":1639983462875,"author":{"id":"3577296294981145","authorId":"3577296294981145","name":"ren123","avatar":"https://static.tigerbbs.com/b614ee15eb2b2bdae1cf1257fcdc3781","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03067\">$ISHARESHSTECH(03067)$</a>ouch. ","listText":"<a href=\"https://laohu8.com/S/03067\">$ISHARESHSTECH(03067)$</a>ouch. ","text":"$ISHARESHSTECH(03067)$ouch.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693132373","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606126441,"gmtCreate":1638844930247,"gmtModify":1638847969282,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a>how to sell it since got the IPO via DBS?","listText":"<a href=\"https://laohu8.com/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a>how to sell it since got the IPO via DBS?","text":"$DigiCore Reit USD(DCRU.SI)$how to sell it since got the IPO via DBS?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/606126441","isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609979591,"gmtCreate":1638235098591,"gmtModify":1638235423954,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"AMD","listText":"AMD","text":"AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609979591","repostId":"2186262293","repostType":4,"repost":{"id":"2186262293","pubTimestamp":1638155027,"share":"https://www.laohu8.com/m/news/2186262293?lang=&edition=full","pubTime":"2021-11-29 11:03","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2186262293","media":"Motley Fool","summary":"Which high-growth chipmaker is the better all-around investment?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Nvidia is profiting from the robust demand for GPUs in the gaming and data center markets.</li>\n <li>AMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.</li>\n <li>One of these chipmakers has more catalysts than the other.</li>\n</ul>\n<p>Last December, I compared two of the market's hottest semiconductor stocks: <b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>At the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against <b>Intel </b>(NASDAQ:INTC).</p>\n<p>However, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c23cc7b86d5f4cdb564f53ac3e85040\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>What I got wrong about Nvidia</h2>\n<p>I had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.</p>\n<p>Nvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.</p>\n<p>In the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.</p>\n<p>Analysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from <b>Softbank</b>, which could be stuck in regulatory limbo for the foreseeable future.</p>\n<h2>What I got wrong about AMD</h2>\n<p>AMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.</p>\n<p>AMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of <b>Sony</b> and <b>Microsoft</b>'s new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.</p>\n<p>Yet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.</p>\n<p>In the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.</p>\n<p>Analysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of <b>Xilinx</b> (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.</p>\n<h2>The valuations and upcoming challenges</h2>\n<p>Nvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.</p>\n<p>Nvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.</p>\n<p>AMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.</p>\n<p>That looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.</p>\n<p>AMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.</p>\n<h2>The winner: Nvidia</h2>\n<p>Both chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.</p>","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>Better Semiconductor Stock: Nvidia or AMD</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\">\nBetter Semiconductor Stock: Nvidia or AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 11:03 GMT+8 <a href=https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/\">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","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","BK4529":"IDC概念","AMD":"美国超微公司","BK4543":"AI","BK4527":"明星科技股","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186262293","content_text":"Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.\nOne of these chipmakers has more catalysts than the other.\n\nLast December, I compared two of the market's hottest semiconductor stocks: Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).\nAt the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against Intel (NASDAQ:INTC).\nHowever, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.\nIMAGE SOURCE: GETTY IMAGES.\nWhat I got wrong about Nvidia\nI had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.\nNvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.\nIn the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.\nAnalysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from Softbank, which could be stuck in regulatory limbo for the foreseeable future.\nWhat I got wrong about AMD\nAMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.\nAMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of Sony and Microsoft's new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.\nYet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.\nIn the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.\nAnalysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of Xilinx (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.\nThe valuations and upcoming challenges\nNvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.\nNvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.\nAMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to Taiwan Semiconductor Manufacturing (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.\nThat looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.\nAMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.\nThe winner: Nvidia\nBoth chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841662971,"gmtCreate":1635907691783,"gmtModify":1635907691783,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841662971","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840230511,"gmtCreate":1635647992345,"gmtModify":1635647992419,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Share 2","listText":"Share 2","text":"Share 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840230511","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840297917,"gmtCreate":1635647897861,"gmtModify":1635647897939,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840297917","repostId":"2179226336","repostType":4,"repost":{"id":"2179226336","pubTimestamp":1635644521,"share":"https://www.laohu8.com/m/news/2179226336?lang=&edition=full","pubTime":"2021-10-31 09:42","market":"hk","language":"en","title":"Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2179226336","media":"Market watch","summary":"Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Go","content":"<p>Supply-chain and staffing issues will bring down the growth rates a bit for <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and Amazon, but Google and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> are still headed for huge holiday seasons to wrap up the year</p>\n<p>Big Tech is still on track forits biggest year of sales ever by a wide distance, but holiday issues at Apple Inc. and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> Inc. could mean a profit decline.</p>\n<p>The fourth quarter is definitely going to be lighter than Wall Street had previously expected,because of constraints that both AppleAAPL,-1.82%and AmazonAMZN,-2.15%talked about Thursday in the global supply chain, which are affecting their ability to meet the strong consumer demand for their products.</p>\n<p>While revenue for both the full year and fourth quarter of 2021 is expected to see strong double-digit growth again, net income is going to take a huge hit for both the year and the quarter, depending on how much money Amazon ends up spending.</p>\n<p><b>Full earnings coverage:Apple sales missedandAmazon’s earnings were nearly cut in half</b></p>\n<p>But two other members of the five-headed Big Tech monster are poised to outperform previous expectations. <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.</p>\n<p>“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”</p>\n<p><b>More from Therese:Apple’s ad-megeddon is affecting Snap, <a href=\"https://laohu8.com/S/FB\">Facebook</a> and Google differently</b></p>\n<p>This compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.</p>\n<p>Net income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&P 500 will see better far earnings growth of 21.15%</p>\n<p>And if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.</p>\n<p>For the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.</p>","source":"market_watch","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>Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits</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\">\nOpinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-31 09:42 GMT+8 <a href=https://www.marketwatch.com/><strong>Market watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Google and Microsoft are still headed for huge holiday seasons to wrap up the year\nBig Tech is still ...</p>\n\n<a href=\"https://www.marketwatch.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2179226336","content_text":"Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Google and Microsoft are still headed for huge holiday seasons to wrap up the year\nBig Tech is still on track forits biggest year of sales ever by a wide distance, but holiday issues at Apple Inc. and Amazon.com Inc. could mean a profit decline.\nThe fourth quarter is definitely going to be lighter than Wall Street had previously expected,because of constraints that both AppleAAPL,-1.82%and AmazonAMZN,-2.15%talked about Thursday in the global supply chain, which are affecting their ability to meet the strong consumer demand for their products.\nWhile revenue for both the full year and fourth quarter of 2021 is expected to see strong double-digit growth again, net income is going to take a huge hit for both the year and the quarter, depending on how much money Amazon ends up spending.\nFull earnings coverage:Apple sales missedandAmazon’s earnings were nearly cut in half\nBut two other members of the five-headed Big Tech monster are poised to outperform previous expectations. Alphabet Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for Alphabet to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.\n“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”\nMore from Therese:Apple’s ad-megeddon is affecting Snap, Facebook and Google differently\nThis compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.\nNet income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&P 500 will see better far earnings growth of 21.15%\nAnd if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.\nFor the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.\nInvestors may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857722171,"gmtCreate":1635562354979,"gmtModify":1635562355052,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Share no 2…","listText":"Share no 2…","text":"Share no 2…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857722171","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857366554,"gmtCreate":1635509504516,"gmtModify":1635509504767,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great chance to earn shares!","listText":"Great chance to earn shares!","text":"Great chance to earn shares!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857366554","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":606126441,"gmtCreate":1638844930247,"gmtModify":1638847969282,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a>how to sell it since got the IPO via DBS?","listText":"<a href=\"https://laohu8.com/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a>how to sell it since got the IPO via DBS?","text":"$DigiCore Reit USD(DCRU.SI)$how to sell it since got the IPO via DBS?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/606126441","isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609979591,"gmtCreate":1638235098591,"gmtModify":1638235423954,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"AMD","listText":"AMD","text":"AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609979591","repostId":"2186262293","repostType":4,"repost":{"id":"2186262293","pubTimestamp":1638155027,"share":"https://www.laohu8.com/m/news/2186262293?lang=&edition=full","pubTime":"2021-11-29 11:03","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2186262293","media":"Motley Fool","summary":"Which high-growth chipmaker is the better all-around investment?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Nvidia is profiting from the robust demand for GPUs in the gaming and data center markets.</li>\n <li>AMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.</li>\n <li>One of these chipmakers has more catalysts than the other.</li>\n</ul>\n<p>Last December, I compared two of the market's hottest semiconductor stocks: <b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>At the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against <b>Intel </b>(NASDAQ:INTC).</p>\n<p>However, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c23cc7b86d5f4cdb564f53ac3e85040\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>What I got wrong about Nvidia</h2>\n<p>I had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.</p>\n<p>Nvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.</p>\n<p>In the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.</p>\n<p>Analysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from <b>Softbank</b>, which could be stuck in regulatory limbo for the foreseeable future.</p>\n<h2>What I got wrong about AMD</h2>\n<p>AMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.</p>\n<p>AMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of <b>Sony</b> and <b>Microsoft</b>'s new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.</p>\n<p>Yet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.</p>\n<p>In the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.</p>\n<p>Analysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of <b>Xilinx</b> (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.</p>\n<h2>The valuations and upcoming challenges</h2>\n<p>Nvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.</p>\n<p>Nvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.</p>\n<p>AMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.</p>\n<p>That looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.</p>\n<p>AMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.</p>\n<h2>The winner: Nvidia</h2>\n<p>Both chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.</p>","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>Better Semiconductor Stock: Nvidia or AMD</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\">\nBetter Semiconductor Stock: Nvidia or AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 11:03 GMT+8 <a href=https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/\">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","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","BK4529":"IDC概念","AMD":"美国超微公司","BK4543":"AI","BK4527":"明星科技股","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186262293","content_text":"Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.\nOne of these chipmakers has more catalysts than the other.\n\nLast December, I compared two of the market's hottest semiconductor stocks: Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).\nAt the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against Intel (NASDAQ:INTC).\nHowever, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.\nIMAGE SOURCE: GETTY IMAGES.\nWhat I got wrong about Nvidia\nI had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.\nNvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.\nIn the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.\nAnalysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from Softbank, which could be stuck in regulatory limbo for the foreseeable future.\nWhat I got wrong about AMD\nAMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.\nAMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of Sony and Microsoft's new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.\nYet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.\nIn the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.\nAnalysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of Xilinx (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.\nThe valuations and upcoming challenges\nNvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.\nNvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.\nAMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to Taiwan Semiconductor Manufacturing (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.\nThat looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.\nAMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.\nThe winner: Nvidia\nBoth chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840297917,"gmtCreate":1635647897861,"gmtModify":1635647897939,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840297917","repostId":"2179226336","repostType":4,"repost":{"id":"2179226336","pubTimestamp":1635644521,"share":"https://www.laohu8.com/m/news/2179226336?lang=&edition=full","pubTime":"2021-10-31 09:42","market":"hk","language":"en","title":"Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2179226336","media":"Market watch","summary":"Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Go","content":"<p>Supply-chain and staffing issues will bring down the growth rates a bit for <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and Amazon, but Google and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> are still headed for huge holiday seasons to wrap up the year</p>\n<p>Big Tech is still on track forits biggest year of sales ever by a wide distance, but holiday issues at Apple Inc. and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> Inc. could mean a profit decline.</p>\n<p>The fourth quarter is definitely going to be lighter than Wall Street had previously expected,because of constraints that both AppleAAPL,-1.82%and AmazonAMZN,-2.15%talked about Thursday in the global supply chain, which are affecting their ability to meet the strong consumer demand for their products.</p>\n<p>While revenue for both the full year and fourth quarter of 2021 is expected to see strong double-digit growth again, net income is going to take a huge hit for both the year and the quarter, depending on how much money Amazon ends up spending.</p>\n<p><b>Full earnings coverage:Apple sales missedandAmazon’s earnings were nearly cut in half</b></p>\n<p>But two other members of the five-headed Big Tech monster are poised to outperform previous expectations. <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.</p>\n<p>“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”</p>\n<p><b>More from Therese:Apple’s ad-megeddon is affecting Snap, <a href=\"https://laohu8.com/S/FB\">Facebook</a> and Google differently</b></p>\n<p>This compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.</p>\n<p>Net income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&P 500 will see better far earnings growth of 21.15%</p>\n<p>And if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.</p>\n<p>For the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.</p>","source":"market_watch","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>Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits</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\">\nOpinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-31 09:42 GMT+8 <a href=https://www.marketwatch.com/><strong>Market watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Google and Microsoft are still headed for huge holiday seasons to wrap up the year\nBig Tech is still ...</p>\n\n<a href=\"https://www.marketwatch.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2179226336","content_text":"Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Google and Microsoft are still headed for huge holiday seasons to wrap up the year\nBig Tech is still on track forits biggest year of sales ever by a wide distance, but holiday issues at Apple Inc. and Amazon.com Inc. could mean a profit decline.\nThe fourth quarter is definitely going to be lighter than Wall Street had previously expected,because of constraints that both AppleAAPL,-1.82%and AmazonAMZN,-2.15%talked about Thursday in the global supply chain, which are affecting their ability to meet the strong consumer demand for their products.\nWhile revenue for both the full year and fourth quarter of 2021 is expected to see strong double-digit growth again, net income is going to take a huge hit for both the year and the quarter, depending on how much money Amazon ends up spending.\nFull earnings coverage:Apple sales missedandAmazon’s earnings were nearly cut in half\nBut two other members of the five-headed Big Tech monster are poised to outperform previous expectations. Alphabet Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for Alphabet to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.\n“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”\nMore from Therese:Apple’s ad-megeddon is affecting Snap, Facebook and Google differently\nThis compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.\nNet income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&P 500 will see better far earnings growth of 21.15%\nAnd if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.\nFor the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.\nInvestors may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841662971,"gmtCreate":1635907691783,"gmtModify":1635907691783,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841662971","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691370432,"gmtCreate":1640141985463,"gmtModify":1640141985641,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Popping soon? Haha","listText":"Popping soon? Haha","text":"Popping soon? Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691370432","repostId":"693132373","repostType":1,"repost":{"id":693132373,"gmtCreate":1639983462791,"gmtModify":1639983462875,"author":{"id":"3577296294981145","authorId":"3577296294981145","name":"ren123","avatar":"https://static.tigerbbs.com/b614ee15eb2b2bdae1cf1257fcdc3781","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03067\">$ISHARESHSTECH(03067)$</a>ouch. ","listText":"<a href=\"https://laohu8.com/S/03067\">$ISHARESHSTECH(03067)$</a>ouch. ","text":"$ISHARESHSTECH(03067)$ouch.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693132373","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840230511,"gmtCreate":1635647992345,"gmtModify":1635647992419,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Share 2","listText":"Share 2","text":"Share 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840230511","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857722171,"gmtCreate":1635562354979,"gmtModify":1635562355052,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Share no 2…","listText":"Share no 2…","text":"Share no 2…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857722171","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857366554,"gmtCreate":1635509504516,"gmtModify":1635509504767,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great chance to earn shares!","listText":"Great chance to earn shares!","text":"Great chance to earn shares!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857366554","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}