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大时代的刘青云

大时代的刘青云

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大时代的刘青云

2021-09-15

$BIGG Digital Assets Inc.(BBKCF)$What happen to this stock....??!!!!! BC is picking up.... But it is going down??

大时代的刘青云

2021-08-27

$BIGG Digital Assets Inc.(BBKCF)$How come today BC related stock is climbing at around 8%.... Yet BBKCF is sliding.... WTH!!

大时代的刘青云

2021-07-20

$BIGG Digital Assets Inc.(BBKCF)$just keep buying....

大时代的刘青云

2021-06-09

$Big Blockchain Intelligence Group Inc.(BBKCF)$dead stock?

大时代的刘青云

2021-06-03

$Big Blockchain Intelligence Group Inc.(BBKCF)$can someone intro this to Reddit or WSB... ROFL

大时代的刘青云

2021-06-02

Power of Reddit

AMC Stock Is Surging Again. How to Make Sense of the Move.

大时代的刘青云

2021-06-01

$Big Blockchain Intelligence Group Inc.(BBKCF)$Anyone still buying in? Raise your hand!!

大时代的刘青云

2021-05-21

Flatten the curve

Hong Kong's Hang Seng Index takes first steps in biggest-ever overhaul

大时代的刘青云

2021-05-21

Just another bold estimation where who will believe?

抱歉，原内容已删除

大时代的刘青云

2021-05-20

This a a strong value one...

Nvidia: Start Looking Out

大时代的刘青云

2021-05-20

Peeps.... Earn abit. Faster run... Covid has return..

抱歉，原内容已删除

大时代的刘青云

2021-05-20

Hahaha.... Read, analyse then you choose to believe...

抱歉，原内容已删除

大时代的刘青云

2021-05-18

To the 🌙

抱歉，原内容已删除

大时代的刘青云

2021-05-14

$Pointerra(3DP.AU)$Put inside the fridge n lock the share...

大时代的刘青云

2021-05-13

Slided

抱歉，原内容已删除

大时代的刘青云

2021-05-07

$Big Blockchain Intelligence Group Inc.(BBKCF)$Why there is a consecutive dip? Anyone can enlighten?

大时代的刘青云

2021-05-05

$Big Blockchain Intelligence Group Inc.(BBKCF)$Just keep buying.... Let's whack somemore ppl!!!

大时代的刘青云

2021-05-03

$Pointerra(3DP.AU)$gg.com

大时代的刘青云

2021-04-30

$Skillz Inc(SKLZ)$dun know how many investor shed blood in this stock

大时代的刘青云

2021-04-30

$Pointerra(3DP.AU)$Can any kind soul share with me how come it dived so much?

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ROFL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/111970485","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111039882,"gmtCreate":1622643386746,"gmtModify":1631888658061,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Power of Reddit","listText":"Power of Reddit","text":"Power of Reddit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111039882","repostId":"1188552613","repostType":4,"repost":{"id":"1188552613","kind":"news","pubTimestamp":1622627641,"share":"https://www.laohu8.com/m/news/1188552613?lang=&edition=full","pubTime":"2021-06-02 17:54","market":"us","language":"en","title":"AMC Stock Is Surging Again. How to Make Sense of the Move.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188552613","media":"Barrons","summary":"AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, th","content":"<p>AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of&nbsp;GameStop&nbsp;and&nbsp;BlackBerry&nbsp;into speculative territory.</p>\n<p>But it’s possible that traditional investors have missed a fundamental change in the movie theater business—and it wouldn’t be the first time.</p>\n<p>Shares of AMC (ticker: AMC) surged 23% on Tuesday, closing at $32.04—just off an all-time high of $36.72 set in late May. That puts the movie-theater chain’s market capitalization at roughly $16 billion, more than 15 times what it was in 2018, a record-breaking year at the box office.&nbsp;Shares were up another 34%, to $42.92, in premarket trading Wednesday.</p>\n<p>Even if investors missed an inflection point, though, the math doesn’t add up. The reason might be that market cap isn’t the right measure. Maybe it’s enterprise value, which is essentially market cap and debt. AMC’s enterprise value is about $26 billion, compared with $6.2 billion or so at the end of 2018.</p>\n<p>AMC added debt during the pandemic as theaters in the country’s biggest cities were dark for months. And the numbers make it easy to understand why: The U.S. box office in 2020 generated about $2.1 billion in ticket sales, down 81% from the 2018 record of $11.9 billion.</p>\n<p>So, it seems investors have been vexed by movie theater economics. But it wouldn’t be the first time. The industry essentially went belly up at the turn of the millennium. Regal Cinemas, for instance, declared bankruptcy in 2001.</p>\n<p>Back then, the industry had plenty of capacity because of a new theater design—stadium seating that gave a better view of the screen. That shift meant movie theater chains had to renovate or risk losing all their patrons to movie theaters that offered the better view. In the end, too many seats and not enough patrons meant the return on the stadium-seating investments never materialized.</p>\n<p>The upshot was consolidation. With fewer operators, the number of screens stabilized. Between 2002 and 2007, Regal Cinemas became a cash-generating machine because the stock was mispriced. The stock returned 21% a year on average. The S&amp;P 500 and Dow Jones Industrial Average both returned less than 9% a year on average over the same period.</p>\n<p>In those days, Regal Cinema’s enterprise value about $5 billion, or about 50% of total U.S. box office sales. That’s far short of AMC today. Something new has to be different for AMC to be worth it.</p>\n<p>Maybe the movie theater business is going to go through another period of consolidation, which can usher in another golden age of returns. AMC’s Tuesday gains, in fact, were catalyzed by new capital raised so the company could go on the offensive, acquiring defunct chains. Monopolies, after all, can be good for stock returns.</p>\n<p>If AMC can increase market share and the U.S. box office sales can return to 2018 levels in a few years, total sales at might be $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 amounted to $5.5 billion.</p>\n<p>Then, with better gross profit margins derived from larger scale, AMC might be able to generate $600 million in free cash flow annually, which puts the stock at about a 4% free cash flow yield. The S&amp;P 500 trades for about a 3% free cash flow yield. The numbers can work—if they’re stretched.</p>\n<p>There are problems with this scenario, though. There are lots of ifs and mights—and AMC has never generated cash flow like that in the past. Arriving at $600 million in free cash flow is more about justifying current valuations than predicting what is likely.</p>\n<p>Also, with mergers and acquisitions, AMC market shares might rise, but there are still competitors. Regal Cinemas is still out there, owned by Cineworld Holdings (CINE. London). So is Cinemark (CNK). There’s not a true monopoly.</p>\n<p>AMC and its peers have to deal with streaming, too. Windows for exclusive theater showings are shrinking. The pandemic has accelerated that. And if AMC gets too large and demanding for movie makers, the talent can always go to streaming faster, hurting box office sales.</p>\n<p>There is also the problem of the peer stocks. They aren’t trading like this is a brave new world for theaters. Cineworld stock is up 484% from its 52-week low, but shares are still off 72% from all-time highs. Cinemark shares are up 222% from their 52-week low. They are down 47% from their all-time high.</p>\n<p>AMC stock, again, is up almost 1,600% from its 52-week low and is down just 13% from its May all-time high.</p>\n<p>Wall Street just doesn’t see the potential either. Nine analysts cover the stock. The average analyst price target is about $5. Before the pandemic, the average analyst price target was $15. But there were fewer shares back then. The old target enterprise value was roughly $7 billion. It’s tough to get from $7 billion to $26 billion predicting better margins.</p>\n<p>Analysts do have positive free cash flow modeled, though–$13 million in 2022 and $90 million in 2023. That’s a long way from $600 million.</p>\n<p>And that’s just another way of saying that AMC bulls are a long way from making the math work.</p>","source":"lsy1601382232898","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>AMC Stock Is Surging Again. How to Make Sense of the Move.</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\">\nAMC Stock Is Surging Again. How to Make Sense of the Move.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188552613","content_text":"AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into speculative territory.\nBut it’s possible that traditional investors have missed a fundamental change in the movie theater business—and it wouldn’t be the first time.\nShares of AMC (ticker: AMC) surged 23% on Tuesday, closing at $32.04—just off an all-time high of $36.72 set in late May. That puts the movie-theater chain’s market capitalization at roughly $16 billion, more than 15 times what it was in 2018, a record-breaking year at the box office. Shares were up another 34%, to $42.92, in premarket trading Wednesday.\nEven if investors missed an inflection point, though, the math doesn’t add up. The reason might be that market cap isn’t the right measure. Maybe it’s enterprise value, which is essentially market cap and debt. AMC’s enterprise value is about $26 billion, compared with $6.2 billion or so at the end of 2018.\nAMC added debt during the pandemic as theaters in the country’s biggest cities were dark for months. And the numbers make it easy to understand why: The U.S. box office in 2020 generated about $2.1 billion in ticket sales, down 81% from the 2018 record of $11.9 billion.\nSo, it seems investors have been vexed by movie theater economics. But it wouldn’t be the first time. The industry essentially went belly up at the turn of the millennium. Regal Cinemas, for instance, declared bankruptcy in 2001.\nBack then, the industry had plenty of capacity because of a new theater design—stadium seating that gave a better view of the screen. That shift meant movie theater chains had to renovate or risk losing all their patrons to movie theaters that offered the better view. In the end, too many seats and not enough patrons meant the return on the stadium-seating investments never materialized.\nThe upshot was consolidation. With fewer operators, the number of screens stabilized. Between 2002 and 2007, Regal Cinemas became a cash-generating machine because the stock was mispriced. The stock returned 21% a year on average. The S&P 500 and Dow Jones Industrial Average both returned less than 9% a year on average over the same period.\nIn those days, Regal Cinema’s enterprise value about $5 billion, or about 50% of total U.S. box office sales. That’s far short of AMC today. Something new has to be different for AMC to be worth it.\nMaybe the movie theater business is going to go through another period of consolidation, which can usher in another golden age of returns. AMC’s Tuesday gains, in fact, were catalyzed by new capital raised so the company could go on the offensive, acquiring defunct chains. Monopolies, after all, can be good for stock returns.\nIf AMC can increase market share and the U.S. box office sales can return to 2018 levels in a few years, total sales at might be $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 amounted to $5.5 billion.\nThen, with better gross profit margins derived from larger scale, AMC might be able to generate $600 million in free cash flow annually, which puts the stock at about a 4% free cash flow yield. The S&P 500 trades for about a 3% free cash flow yield. The numbers can work—if they’re stretched.\nThere are problems with this scenario, though. There are lots of ifs and mights—and AMC has never generated cash flow like that in the past. Arriving at $600 million in free cash flow is more about justifying current valuations than predicting what is likely.\nAlso, with mergers and acquisitions, AMC market shares might rise, but there are still competitors. Regal Cinemas is still out there, owned by Cineworld Holdings (CINE. London). So is Cinemark (CNK). There’s not a true monopoly.\nAMC and its peers have to deal with streaming, too. Windows for exclusive theater showings are shrinking. The pandemic has accelerated that. And if AMC gets too large and demanding for movie makers, the talent can always go to streaming faster, hurting box office sales.\nThere is also the problem of the peer stocks. They aren’t trading like this is a brave new world for theaters. Cineworld stock is up 484% from its 52-week low, but shares are still off 72% from all-time highs. Cinemark shares are up 222% from their 52-week low. They are down 47% from their all-time high.\nAMC stock, again, is up almost 1,600% from its 52-week low and is down just 13% from its May all-time high.\nWall Street just doesn’t see the potential either. Nine analysts cover the stock. The average analyst price target is about $5. Before the pandemic, the average analyst price target was $15. But there were fewer shares back then. The old target enterprise value was roughly $7 billion. It’s tough to get from $7 billion to $26 billion predicting better margins.\nAnalysts do have positive free cash flow modeled, though–$13 million in 2022 and $90 million in 2023. That’s a long way from $600 million.\nAnd that’s just another way of saying that AMC bulls are a long way from making the math work.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119600361,"gmtCreate":1622538629353,"gmtModify":1631888804999,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Anyone still buying in? Raise your hand!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Anyone still buying in? Raise your hand!!&nbsp;","text":"$Big Blockchain Intelligence Group Inc.(BBKCF)$Anyone still buying in? Raise your hand!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119600361","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139965361,"gmtCreate":1621585207453,"gmtModify":1634187875062,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Flatten the curve","listText":"Flatten the curve","text":"Flatten the curve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139965361","repostId":"2137972546","repostType":4,"repost":{"id":"2137972546","kind":"news","pubTimestamp":1621566787,"share":"https://www.laohu8.com/m/news/2137972546?lang=&edition=full","pubTime":"2021-05-21 11:13","market":"hk","language":"en","title":"Hong Kong's Hang Seng Index takes first steps in biggest-ever overhaul","url":"https://stock-news.laohu8.com/highlight/detail?id=2137972546","media":"BLOOMBERG","summary":"HONG KONG (BLOOMBERG) - A wide-ranging overhaul of Hong Kong's equity benchmark is set to begin Frid","content":"<div>\n<p>HONG KONG (BLOOMBERG) - A wide-ranging overhaul of Hong Kong's equity benchmark is set to begin Friday (May 21), marking the first step to diversify the financials-heavy index.The quarterly review is ...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/hong-kongs-hang-seng-index-takes-first-steps-in-biggest-ever-overhaul\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>Hong Kong's Hang Seng Index takes first steps in biggest-ever overhaul</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; 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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\">\nHong Kong's Hang Seng Index takes first steps in biggest-ever overhaul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/companies-markets/hong-kongs-hang-seng-index-takes-first-steps-in-biggest-ever-overhaul><strong>BLOOMBERG</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>HONG KONG (BLOOMBERG) - A wide-ranging overhaul of Hong Kong's equity benchmark is set to begin Friday (May 21), marking the first step to diversify the financials-heavy index.The quarterly review is ...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/hong-kongs-hang-seng-index-takes-first-steps-in-biggest-ever-overhaul\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00939":"建设银行","00700":"腾讯控股","HSI":"恒生指数","03143":"华夏香港银行股"},"source_url":"http://www.straitstimes.com/business/companies-markets/hong-kongs-hang-seng-index-takes-first-steps-in-biggest-ever-overhaul","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137972546","content_text":"HONG KONG (BLOOMBERG) - A wide-ranging overhaul of Hong Kong's equity benchmark is set to begin Friday (May 21), marking the first step to diversify the financials-heavy index.The quarterly review is the first since Hang Seng Indexes Co. announced its biggest-ever overhaul in March, which includes boosting the total number of components to 80 from 55 by mid-2022, adding firms from underweight sectors and reducing the impact of the city's biggest companies.The changes are expected to be made over the course of five quarterly reviews.HSI's compiler has been looking to lower the weight of financial stocks in the index to better represent the stock market, where the technology sector overtook financials to become Hong Kong's biggest sector by market value in 2019.AIA Group and Tencent currently have the heaviest weighting on the gauge at around 10 per cent each.A chase for cyclical and value stocks in recent months has made these changes more timely, with the weight of financials in the gauge rising since February. Analysts expect the first batch of new HSI constituents will be selected from industries that are currently under-represented, such as consumer and healthcare sectors.\"Balancing the weight of different industries could be a key priority in Hang Seng's early moves in the reshuffle,\" said CGS-CIMB analyst Chi Man Wong.But \"it's unlikely for them to add technology stocks in the first round, as the tech sector already has a relatively big weight in the index.\"About US$16 billion (S$21.3 billion) worth of exchange traded funds track the HSI, according to data compiled by Bloomberg. The changes to be announced on Friday will take effect from the market open on June 7.NEW JOINERSHang Seng is expected to add five stocks every quarter through mid-2022 in order to reduce market volatility, said CCB International Securities head of strategy Cliff Zhao. Companies likely to be added include JD Health International, a recently-listed drug store operator, and Chinese apparel retailer Li Ning, according to analysts at CGS-CIMB, CCB International and UOB Kay Hian (Hong Kong).CICC's picks include some of the biggest companies by market value, including JD.com and NetEase. Analysts including Hanfeng Wang say chances of inclusion are good for China Resources Beer and infant milk powder producer China Feihe.With technology stocks underperforming in the past three months, the addition of names from the sector could become a drag on the gauge.Hong Kong has been one of the worst-performing equity markets globally since its February high, shedding 8.5 per cent while the tech sector has lost 28 per cent.CCB's Zhao says Hang Seng could cut Bank of Communications to lower the weight of Chinese banks. The relatively less-traded AAC Technologies and Hengan International Group could also get removed.Hang Seng is also expected to lower the maximum weighting for a single stock to 8 per cent from 10 per cent. That means the index's current biggest members - AIA, Tencent and HSBC, all of which have a weighting of over 8 per cent - will see their influence in the benchmark drop. Analysts say that should occur during this rebalancing.About HK$2.85 billion worth of passive funds is expected to flow out of Tencent, and around the same from AIA, according to calculations by CGS-CIMB.Alibaba Group might see its weight rise to 8 per cent from the current 5 per cent, attracting about HK$4.6 billion (S$789 million) worth of inflows, while Chinese delivery giant Meituan could also see its weight boosted to nearly 8 per cent, according to CGS-CIMB.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139966788,"gmtCreate":1621585077244,"gmtModify":1631884221779,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Just another bold estimation where who will believe?","listText":"Just another bold estimation where who will believe?","text":"Just another bold estimation where who will believe?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139966788","repostId":"1161150268","repostType":4,"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130165807,"gmtCreate":1621519541209,"gmtModify":1634188463669,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"This a a strong value one...","listText":"This a a strong value one...","text":"This a a strong value one...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130165807","repostId":"1105833464","repostType":2,"repost":{"id":"1105833464","kind":"news","pubTimestamp":1621428330,"share":"https://www.laohu8.com/m/news/1105833464?lang=&edition=full","pubTime":"2021-05-19 20:45","market":"us","language":"en","title":"Nvidia: Start Looking Out","url":"https://stock-news.laohu8.com/highlight/detail?id=1105833464","media":"seekingalpha","summary":"Nvidia is scheduled to report its Q1 results on May 26.Investors should listen in on management's comments around their supply situation and monitor its segmented financials.Let me start by saying that the ongoing semiconductor supply shortage still hasn’t eased, at least not materially, and it continues to disrupt supply chains across the globe. Nvidia and its key rival in the GPU space, AMD, have both been affected by these shortages as well. However, what we don’t know yet is if they’ve been ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia is scheduled to report its Q1 results on May 26.</li>\n <li>Investors should listen in on management's comments around their supply situation and monitor its segmented financials.</li>\n <li>Analysts are expecting its Q1 revenue to come in at $5.39 billion.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1936e46ea3b217200e3877ba3597eafe\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Justin Sullivan/Getty Images News via Getty Images</span></p>\n<p>All eyes will be on Nvidia&nbsp;(NASDAQ:NVDA)&nbsp;when it reports its Q1 results next week on&nbsp;Wednesday. The stock is down 12% over the last month alone and investors are curious to see if the chipmaker’s upcoming earning report has enough positives to reinvigorate its share price. So, in this article, I want to discuss a few key items that should be on everyone’s radar when Nvidia announces its Q1 results. These items – segment performance and their management’s comments on their supply situation – are likely going to influence its share price over the coming days and weeks. Let's take a closer look at it all.</p>\n<p><b>Clarity on Supply Situation</b></p>\n<p>Let me start by saying that the ongoing semiconductor supply shortage still hasn’t eased, at least not materially, and it continues to disrupt supply chains across the globe. Nvidia and its key rival in the GPU space, AMD, have both been affected by these shortages as well. However, what we don’t know yet is if they’ve been impacted equally and how their market shares are set to evolve as a result of this supply-demand mismatch.</p>\n<p>For the uninitiated, Nvidia has tapped Samsung’s 8nm process node for its RTX30-series GPUS whereas its small rival, AMD, is using Taiwan Semiconductor’s 7nm node. Although both the aforementioned fabs – TSMC and Samsung -- have reported in the past that they’re unable to keep up with the breakneck customer demand, certain channel reports suggest that the supply shortfall at Samsung may be more severe than TSM of late.</p>\n<p>Per Samuel Wang&nbsp;of Gartner:</p>\n<blockquote>\n Overall, the 200mm shortage is dragging on much longer than expected... There has been no shortage in [TSMC’s] 7nm and 5nm since 3Q20. That’s when Apple advanced their use of wafers from 7nm to 5nm. There is a shortage at Samsung’s 8nm node, causing problems for Nvidia and Qualcomm\n</blockquote>\n<p>I think it's needless to say but if Nvidia’s supply crunch is more severe than AMD’s, then the former could variably lose market share to the latter. After all, OEMs and end-customers who’re in the market for just about any functional 7nm/8nm GPUs, would go for either brands based on stock availability. This dynamic can partially or wholly erode Nvidia’s recent market share gains against its smaller rival, AMD, and even limit Nvidia's revenue growth in its graphics segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b74121ae017a3c217dc6c850aa69ad2\" tg-width=\"640\" tg-height=\"527\"><span>(Source: Business Quant)</span></p>\n<p>Now there is the distinct possibility that Samsung prioritized Nvidia over its other customers, and provided Nvidia with unfettered access to supplies. However, a recent channel&nbsp;report&nbsp;(although unconfirmed) suggests that Samsung’s chip shortage is so dire that it’s affecting Samsung’s own smartphone roadmap, which goes against the popular narrative of Nvidia being prioritized. So, investors should closely listen to Nvidia management’s official comments around its supply situation on its upcoming earnings call. Specifically, look for comments that shed light on:</p>\n<ul>\n <li>whether its supply crunch remained sporadic or uniform throughout its Q1;</li>\n <li>how its volumes are/were affected, and;</li>\n <li>how soon are the supply constraints likely to ease going forward.</li>\n</ul>\n<p>These items will reveal Nvidia’s operational positioning and provide us with clarity on what to expect from the chipmaker in the near future.</p>\n<p>Having said that, as far as my guesstimates are concerned, here’s what I think: The chipmaker released a slew of new offerings during the quarter, as we’ll see in the next section of this article. Its top brass wouldn’t have done so, if the supply crunch was extremely severe and posed the risk of a sequential unit sales decline. Nvidia and its fab partner, most likely, brought additional capacity online during the quarter to accommodate the sales of these new SKUs. So, I expect Nvidia’s volume sales, and consequently its revenue, to be up sequentially and year over year, in its Q1 results but we’ll just have to wait for the company’s official confirmation on the same.</p>\n<p><b>Segmented Impact</b></p>\n<p>Next, Nvidia has a range of dynamics at play that can variably impact its financials during Q1 and even in Q2 across its different end-markets. For starters, the company launched its RTX30-series cards several months ago but it continues to sell out due to extraordinary consumer demand. In fact, a popular tech-website published a buyer’s&nbsp;guide&nbsp;only yesterday explaining the various tips and tricks, to increase the odds of buying an Nvidia RTX 3080 GPU. The company also launched a budget&nbsp;RTX 3060-GPU during the quarter but it, too, has largely remained out of stock.</p>\n<p>Unless the chipmaker saw a drop in production capacity and/or registered low production yields during Q1, this strong customer demand should ideally boost Nvidia’s average selling prices for RTX 30-series cards and catapult its gaming revenues higher on a sequential as well as on a year over year basis in Q1 and possibly even in Q2. Although the chipmaker also announced its laptop-focused 3050 and 3050Ti GPUs&nbsp;last week, their sales will be recognized in its Q2.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd8df25876cfe09c8476ab64fc8a22b2\" tg-width=\"640\" tg-height=\"402\"><span>(Source: BusinessQuant.com, company filings)</span></p>\n<p>Moving on, Nvidia’s data center segment may post muted results. The chipmaker had launched a&nbsp;new A100&nbsp;data center GPU, with double the memory of its predecessor, during Q4. This means Nvidia will be registering its first full quarter of sales from this new release this time around, which should drive its data center sales higher during Q1 at the very least.</p>\n<p>However, at the same time, the company’s rival in the data center space, Intel, registered a drop in its data center sales in its latest quarter. Its management downplayed the possibility of market share losses and explained that their data center sales were slow because cloud-focused customers were still digesting inventory during the quarter. There is the distinct possibility that Nvidia, too, faces this kind of cloud consumption hiccup in Q1 which could weigh on its data center sales. So, overall, I’m expecting its data center revenue to more or less remain flat sequentially.</p>\n<p>From Intel’s&nbsp;Q1 earnings call:</p>\n<blockquote>\n In data center, we believe revenue bottomed in Q1 and will increase in Q2 as cloud digestion impacts begin to subside, and enterprise and government momentum continues… now customers are almost through the digestion of that and we are starting to see signs that they want to start the next build phase in their cloud.\n</blockquote>\n<p>Let’s now shift focus to Nvidia’s Professional Visualization segment. The chipmaker will be registering its first full quarter of&nbsp;A6000&nbsp;card sales this time around. The company also launched eight new mid-range workstation cards –A4000,A5000 and others– which are likely to drive its sales higher. So, for Q1, I expect the company’s sales in the professional visualization market to be up on a sequential basis.</p>\n<p>Altogether, as evident from the chart above, the three aforementioned revenue streams – gaming, data center and professional visualization – accounted for over 94% of Nvidia’s total sales last quarter. Based on my above-mentioned reasoning, my guesstimate is that the company as a whole will post sequentially higher revenue in Q1. This expectation seems to be in-line with the Street’s forecasts. A consensus of 30 analysts is projecting Nvidia’s revenue for the quarter to come in at&nbsp;$5.39 billion, which marks a sequential and a year-on-year growth of 7.8% and 79.7%, respectively.</p>\n<p><b>Final Thoughts</b></p>\n<p>Nvidia is surrounded by a few uncertainties which might make its shares volatile in the coming days and weeks. So, investors may want to keep a close eye on its segmented financials and its management’s comments around their supply situation, to get a firm understanding of its state of operations and gain clarity about its near-term prospects. As far as I’m concerned, I’m neutral on the stock as we head into its Q1 results. Good Luck!</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Start Looking Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Start Looking Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4429902-nvidia-stock-nvda-start-looking-out-q1-2021-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia is scheduled to report its Q1 results on May 26.\nInvestors should listen in on management's comments around their supply situation and monitor its segmented financials.\nAnalysts are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4429902-nvidia-stock-nvda-start-looking-out-q1-2021-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4429902-nvidia-stock-nvda-start-looking-out-q1-2021-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105833464","content_text":"Summary\n\nNvidia is scheduled to report its Q1 results on May 26.\nInvestors should listen in on management's comments around their supply situation and monitor its segmented financials.\nAnalysts are expecting its Q1 revenue to come in at $5.39 billion.\n\nPhoto by Justin Sullivan/Getty Images News via Getty Images\nAll eyes will be on Nvidia (NASDAQ:NVDA) when it reports its Q1 results next week on Wednesday. The stock is down 12% over the last month alone and investors are curious to see if the chipmaker’s upcoming earning report has enough positives to reinvigorate its share price. So, in this article, I want to discuss a few key items that should be on everyone’s radar when Nvidia announces its Q1 results. These items – segment performance and their management’s comments on their supply situation – are likely going to influence its share price over the coming days and weeks. Let's take a closer look at it all.\nClarity on Supply Situation\nLet me start by saying that the ongoing semiconductor supply shortage still hasn’t eased, at least not materially, and it continues to disrupt supply chains across the globe. Nvidia and its key rival in the GPU space, AMD, have both been affected by these shortages as well. However, what we don’t know yet is if they’ve been impacted equally and how their market shares are set to evolve as a result of this supply-demand mismatch.\nFor the uninitiated, Nvidia has tapped Samsung’s 8nm process node for its RTX30-series GPUS whereas its small rival, AMD, is using Taiwan Semiconductor’s 7nm node. Although both the aforementioned fabs – TSMC and Samsung -- have reported in the past that they’re unable to keep up with the breakneck customer demand, certain channel reports suggest that the supply shortfall at Samsung may be more severe than TSM of late.\nPer Samuel Wang of Gartner:\n\n Overall, the 200mm shortage is dragging on much longer than expected... There has been no shortage in [TSMC’s] 7nm and 5nm since 3Q20. That’s when Apple advanced their use of wafers from 7nm to 5nm. There is a shortage at Samsung’s 8nm node, causing problems for Nvidia and Qualcomm\n\nI think it's needless to say but if Nvidia’s supply crunch is more severe than AMD’s, then the former could variably lose market share to the latter. After all, OEMs and end-customers who’re in the market for just about any functional 7nm/8nm GPUs, would go for either brands based on stock availability. This dynamic can partially or wholly erode Nvidia’s recent market share gains against its smaller rival, AMD, and even limit Nvidia's revenue growth in its graphics segment.\n(Source: Business Quant)\nNow there is the distinct possibility that Samsung prioritized Nvidia over its other customers, and provided Nvidia with unfettered access to supplies. However, a recent channel report (although unconfirmed) suggests that Samsung’s chip shortage is so dire that it’s affecting Samsung’s own smartphone roadmap, which goes against the popular narrative of Nvidia being prioritized. So, investors should closely listen to Nvidia management’s official comments around its supply situation on its upcoming earnings call. Specifically, look for comments that shed light on:\n\nwhether its supply crunch remained sporadic or uniform throughout its Q1;\nhow its volumes are/were affected, and;\nhow soon are the supply constraints likely to ease going forward.\n\nThese items will reveal Nvidia’s operational positioning and provide us with clarity on what to expect from the chipmaker in the near future.\nHaving said that, as far as my guesstimates are concerned, here’s what I think: The chipmaker released a slew of new offerings during the quarter, as we’ll see in the next section of this article. Its top brass wouldn’t have done so, if the supply crunch was extremely severe and posed the risk of a sequential unit sales decline. Nvidia and its fab partner, most likely, brought additional capacity online during the quarter to accommodate the sales of these new SKUs. So, I expect Nvidia’s volume sales, and consequently its revenue, to be up sequentially and year over year, in its Q1 results but we’ll just have to wait for the company’s official confirmation on the same.\nSegmented Impact\nNext, Nvidia has a range of dynamics at play that can variably impact its financials during Q1 and even in Q2 across its different end-markets. For starters, the company launched its RTX30-series cards several months ago but it continues to sell out due to extraordinary consumer demand. In fact, a popular tech-website published a buyer’s guide only yesterday explaining the various tips and tricks, to increase the odds of buying an Nvidia RTX 3080 GPU. The company also launched a budget RTX 3060-GPU during the quarter but it, too, has largely remained out of stock.\nUnless the chipmaker saw a drop in production capacity and/or registered low production yields during Q1, this strong customer demand should ideally boost Nvidia’s average selling prices for RTX 30-series cards and catapult its gaming revenues higher on a sequential as well as on a year over year basis in Q1 and possibly even in Q2. Although the chipmaker also announced its laptop-focused 3050 and 3050Ti GPUs last week, their sales will be recognized in its Q2.\n(Source: BusinessQuant.com, company filings)\nMoving on, Nvidia’s data center segment may post muted results. The chipmaker had launched a new A100 data center GPU, with double the memory of its predecessor, during Q4. This means Nvidia will be registering its first full quarter of sales from this new release this time around, which should drive its data center sales higher during Q1 at the very least.\nHowever, at the same time, the company’s rival in the data center space, Intel, registered a drop in its data center sales in its latest quarter. Its management downplayed the possibility of market share losses and explained that their data center sales were slow because cloud-focused customers were still digesting inventory during the quarter. There is the distinct possibility that Nvidia, too, faces this kind of cloud consumption hiccup in Q1 which could weigh on its data center sales. So, overall, I’m expecting its data center revenue to more or less remain flat sequentially.\nFrom Intel’s Q1 earnings call:\n\n In data center, we believe revenue bottomed in Q1 and will increase in Q2 as cloud digestion impacts begin to subside, and enterprise and government momentum continues… now customers are almost through the digestion of that and we are starting to see signs that they want to start the next build phase in their cloud.\n\nLet’s now shift focus to Nvidia’s Professional Visualization segment. The chipmaker will be registering its first full quarter of A6000 card sales this time around. The company also launched eight new mid-range workstation cards –A4000,A5000 and others– which are likely to drive its sales higher. So, for Q1, I expect the company’s sales in the professional visualization market to be up on a sequential basis.\nAltogether, as evident from the chart above, the three aforementioned revenue streams – gaming, data center and professional visualization – accounted for over 94% of Nvidia’s total sales last quarter. Based on my above-mentioned reasoning, my guesstimate is that the company as a whole will post sequentially higher revenue in Q1. This expectation seems to be in-line with the Street’s forecasts. A consensus of 30 analysts is projecting Nvidia’s revenue for the quarter to come in at $5.39 billion, which marks a sequential and a year-on-year growth of 7.8% and 79.7%, respectively.\nFinal Thoughts\nNvidia is surrounded by a few uncertainties which might make its shares volatile in the coming days and weeks. So, investors may want to keep a close eye on its segmented financials and its management’s comments around their supply situation, to get a firm understanding of its state of operations and gain clarity about its near-term prospects. As far as I’m concerned, I’m neutral on the stock as we head into its Q1 results. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130166431,"gmtCreate":1621519499123,"gmtModify":1634188465243,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Peeps.... Earn abit. Faster run... Covid has return..","listText":"Peeps.... Earn abit. Faster run... Covid has return..","text":"Peeps.... Earn abit. Faster run... Covid has return..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130166431","repostId":"1176686071","repostType":2,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130163427,"gmtCreate":1621519419569,"gmtModify":1634188467815,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Hahaha.... Read, analyse then you choose to believe...&nbsp;","listText":"Hahaha.... Read, analyse then you choose to believe...&nbsp;","text":"Hahaha.... Read, analyse then you choose to believe...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130163427","repostId":"2136260319","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194025297,"gmtCreate":1621327734419,"gmtModify":1634192416511,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"To the 🌙","listText":"To the 🌙","text":"To the 🌙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194025297","repostId":"1109408177","repostType":2,"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198255626,"gmtCreate":1620964402965,"gmtModify":1631889377053,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/3DP.AU\">$Pointerra(3DP.AU)$</a>Put inside the fridge n lock the share...&nbsp;","listText":"<a href=\"https://laohu8.com/S/3DP.AU\">$Pointerra(3DP.AU)$</a>Put inside the fridge n lock the share...&nbsp;","text":"$Pointerra(3DP.AU)$Put inside the fridge n lock the share...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198255626","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191107512,"gmtCreate":1620862011136,"gmtModify":1634195849356,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Slided","listText":"Slided","text":"Slided","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191107512","repostId":"1161260146","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104587374,"gmtCreate":1620398200698,"gmtModify":1631888854840,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Why there is a consecutive dip? Anyone can enlighten?","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Why there is a consecutive dip? Anyone can enlighten?","text":"$Big Blockchain Intelligence Group Inc.(BBKCF)$Why there is a consecutive dip? Anyone can enlighten?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/104587374","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106787187,"gmtCreate":1620146759149,"gmtModify":1631888854840,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Just keep buying.... Let's whack somemore ppl!!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Just keep buying.... Let's whack somemore ppl!!!&nbsp;","text":"$Big Blockchain Intelligence Group Inc.(BBKCF)$Just keep buying.... Let's whack somemore ppl!!!","images":[{"img":"https://static.tigerbbs.com/391df3f22f20ae2250da846fc6ffb126","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106787187","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":108739521,"gmtCreate":1620053174663,"gmtModify":1631889377054,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/3DP.AU\">$Pointerra(3DP.AU)$</a>gg.com","listText":"<a href=\"https://laohu8.com/S/3DP.AU\">$Pointerra(3DP.AU)$</a>gg.com","text":"$Pointerra(3DP.AU)$gg.com","images":[{"img":"https://static.tigerbbs.com/86be123d5534eca471ed76e754da8053","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/108739521","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":103534405,"gmtCreate":1619792768607,"gmtModify":1631886536935,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>dun know how many investor shed blood in this stock","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>dun know how many investor shed blood in this stock","text":"$Skillz Inc(SKLZ)$dun know how many investor shed blood in this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/103534405","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103536417,"gmtCreate":1619792597939,"gmtModify":1631889377058,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/3DP.AU\">$Pointerra(3DP.AU)$</a>Can any kind soul share with me how come it dived so much?","listText":"<a href=\"https://laohu8.com/S/3DP.AU\">$Pointerra(3DP.AU)$</a>Can any kind soul share with me how come it dived so much?","text":"$Pointerra(3DP.AU)$Can any kind soul share with me how come it dived so much?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103536417","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":108739521,"gmtCreate":1620053174663,"gmtModify":1631889377054,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/3DP.AU\">$Pointerra(3DP.AU)$</a>gg.com","listText":"<a href=\"https://laohu8.com/S/3DP.AU\">$Pointerra(3DP.AU)$</a>gg.com","text":"$Pointerra(3DP.AU)$gg.com","images":[{"img":"https://static.tigerbbs.com/86be123d5534eca471ed76e754da8053","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/108739521","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":103534405,"gmtCreate":1619792768607,"gmtModify":1631886536935,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>dun know how many investor shed blood in this stock","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>dun know how many investor shed blood in this stock","text":"$Skillz Inc(SKLZ)$dun know how many investor shed blood in this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/103534405","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111970485,"gmtCreate":1622650972647,"gmtModify":1631888804999,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>can someone intro this to Reddit or WSB... ROFL","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>can someone intro this to Reddit or WSB... ROFL","text":"$Big Blockchain Intelligence Group Inc.(BBKCF)$can someone intro this to Reddit or WSB... ROFL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/111970485","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111039882,"gmtCreate":1622643386746,"gmtModify":1631888658061,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Power of Reddit","listText":"Power of Reddit","text":"Power of Reddit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111039882","repostId":"1188552613","repostType":4,"repost":{"id":"1188552613","kind":"news","pubTimestamp":1622627641,"share":"https://www.laohu8.com/m/news/1188552613?lang=&edition=full","pubTime":"2021-06-02 17:54","market":"us","language":"en","title":"AMC Stock Is Surging Again. How to Make Sense of the Move.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188552613","media":"Barrons","summary":"AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, th","content":"<p>AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of&nbsp;GameStop&nbsp;and&nbsp;BlackBerry&nbsp;into speculative territory.</p>\n<p>But it’s possible that traditional investors have missed a fundamental change in the movie theater business—and it wouldn’t be the first time.</p>\n<p>Shares of AMC (ticker: AMC) surged 23% on Tuesday, closing at $32.04—just off an all-time high of $36.72 set in late May. That puts the movie-theater chain’s market capitalization at roughly $16 billion, more than 15 times what it was in 2018, a record-breaking year at the box office.&nbsp;Shares were up another 34%, to $42.92, in premarket trading Wednesday.</p>\n<p>Even if investors missed an inflection point, though, the math doesn’t add up. The reason might be that market cap isn’t the right measure. Maybe it’s enterprise value, which is essentially market cap and debt. AMC’s enterprise value is about $26 billion, compared with $6.2 billion or so at the end of 2018.</p>\n<p>AMC added debt during the pandemic as theaters in the country’s biggest cities were dark for months. And the numbers make it easy to understand why: The U.S. box office in 2020 generated about $2.1 billion in ticket sales, down 81% from the 2018 record of $11.9 billion.</p>\n<p>So, it seems investors have been vexed by movie theater economics. But it wouldn’t be the first time. The industry essentially went belly up at the turn of the millennium. Regal Cinemas, for instance, declared bankruptcy in 2001.</p>\n<p>Back then, the industry had plenty of capacity because of a new theater design—stadium seating that gave a better view of the screen. That shift meant movie theater chains had to renovate or risk losing all their patrons to movie theaters that offered the better view. In the end, too many seats and not enough patrons meant the return on the stadium-seating investments never materialized.</p>\n<p>The upshot was consolidation. With fewer operators, the number of screens stabilized. Between 2002 and 2007, Regal Cinemas became a cash-generating machine because the stock was mispriced. The stock returned 21% a year on average. The S&amp;P 500 and Dow Jones Industrial Average both returned less than 9% a year on average over the same period.</p>\n<p>In those days, Regal Cinema’s enterprise value about $5 billion, or about 50% of total U.S. box office sales. That’s far short of AMC today. Something new has to be different for AMC to be worth it.</p>\n<p>Maybe the movie theater business is going to go through another period of consolidation, which can usher in another golden age of returns. AMC’s Tuesday gains, in fact, were catalyzed by new capital raised so the company could go on the offensive, acquiring defunct chains. Monopolies, after all, can be good for stock returns.</p>\n<p>If AMC can increase market share and the U.S. box office sales can return to 2018 levels in a few years, total sales at might be $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 amounted to $5.5 billion.</p>\n<p>Then, with better gross profit margins derived from larger scale, AMC might be able to generate $600 million in free cash flow annually, which puts the stock at about a 4% free cash flow yield. The S&amp;P 500 trades for about a 3% free cash flow yield. The numbers can work—if they’re stretched.</p>\n<p>There are problems with this scenario, though. There are lots of ifs and mights—and AMC has never generated cash flow like that in the past. Arriving at $600 million in free cash flow is more about justifying current valuations than predicting what is likely.</p>\n<p>Also, with mergers and acquisitions, AMC market shares might rise, but there are still competitors. Regal Cinemas is still out there, owned by Cineworld Holdings (CINE. London). So is Cinemark (CNK). There’s not a true monopoly.</p>\n<p>AMC and its peers have to deal with streaming, too. Windows for exclusive theater showings are shrinking. The pandemic has accelerated that. And if AMC gets too large and demanding for movie makers, the talent can always go to streaming faster, hurting box office sales.</p>\n<p>There is also the problem of the peer stocks. They aren’t trading like this is a brave new world for theaters. Cineworld stock is up 484% from its 52-week low, but shares are still off 72% from all-time highs. Cinemark shares are up 222% from their 52-week low. They are down 47% from their all-time high.</p>\n<p>AMC stock, again, is up almost 1,600% from its 52-week low and is down just 13% from its May all-time high.</p>\n<p>Wall Street just doesn’t see the potential either. Nine analysts cover the stock. The average analyst price target is about $5. Before the pandemic, the average analyst price target was $15. But there were fewer shares back then. The old target enterprise value was roughly $7 billion. It’s tough to get from $7 billion to $26 billion predicting better margins.</p>\n<p>Analysts do have positive free cash flow modeled, though–$13 million in 2022 and $90 million in 2023. That’s a long way from $600 million.</p>\n<p>And that’s just another way of saying that AMC bulls are a long way from making the math work.</p>","source":"lsy1601382232898","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>AMC Stock Is Surging Again. How to Make Sense of the Move.</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\">\nAMC Stock Is Surging Again. How to Make Sense of the Move.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188552613","content_text":"AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into speculative territory.\nBut it’s possible that traditional investors have missed a fundamental change in the movie theater business—and it wouldn’t be the first time.\nShares of AMC (ticker: AMC) surged 23% on Tuesday, closing at $32.04—just off an all-time high of $36.72 set in late May. That puts the movie-theater chain’s market capitalization at roughly $16 billion, more than 15 times what it was in 2018, a record-breaking year at the box office. Shares were up another 34%, to $42.92, in premarket trading Wednesday.\nEven if investors missed an inflection point, though, the math doesn’t add up. The reason might be that market cap isn’t the right measure. Maybe it’s enterprise value, which is essentially market cap and debt. AMC’s enterprise value is about $26 billion, compared with $6.2 billion or so at the end of 2018.\nAMC added debt during the pandemic as theaters in the country’s biggest cities were dark for months. And the numbers make it easy to understand why: The U.S. box office in 2020 generated about $2.1 billion in ticket sales, down 81% from the 2018 record of $11.9 billion.\nSo, it seems investors have been vexed by movie theater economics. But it wouldn’t be the first time. The industry essentially went belly up at the turn of the millennium. Regal Cinemas, for instance, declared bankruptcy in 2001.\nBack then, the industry had plenty of capacity because of a new theater design—stadium seating that gave a better view of the screen. That shift meant movie theater chains had to renovate or risk losing all their patrons to movie theaters that offered the better view. In the end, too many seats and not enough patrons meant the return on the stadium-seating investments never materialized.\nThe upshot was consolidation. With fewer operators, the number of screens stabilized. Between 2002 and 2007, Regal Cinemas became a cash-generating machine because the stock was mispriced. The stock returned 21% a year on average. The S&P 500 and Dow Jones Industrial Average both returned less than 9% a year on average over the same period.\nIn those days, Regal Cinema’s enterprise value about $5 billion, or about 50% of total U.S. box office sales. That’s far short of AMC today. Something new has to be different for AMC to be worth it.\nMaybe the movie theater business is going to go through another period of consolidation, which can usher in another golden age of returns. AMC’s Tuesday gains, in fact, were catalyzed by new capital raised so the company could go on the offensive, acquiring defunct chains. Monopolies, after all, can be good for stock returns.\nIf AMC can increase market share and the U.S. box office sales can return to 2018 levels in a few years, total sales at might be $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 amounted to $5.5 billion.\nThen, with better gross profit margins derived from larger scale, AMC might be able to generate $600 million in free cash flow annually, which puts the stock at about a 4% free cash flow yield. The S&P 500 trades for about a 3% free cash flow yield. The numbers can work—if they’re stretched.\nThere are problems with this scenario, though. There are lots of ifs and mights—and AMC has never generated cash flow like that in the past. Arriving at $600 million in free cash flow is more about justifying current valuations than predicting what is likely.\nAlso, with mergers and acquisitions, AMC market shares might rise, but there are still competitors. Regal Cinemas is still out there, owned by Cineworld Holdings (CINE. London). So is Cinemark (CNK). There’s not a true monopoly.\nAMC and its peers have to deal with streaming, too. Windows for exclusive theater showings are shrinking. The pandemic has accelerated that. And if AMC gets too large and demanding for movie makers, the talent can always go to streaming faster, hurting box office sales.\nThere is also the problem of the peer stocks. They aren’t trading like this is a brave new world for theaters. Cineworld stock is up 484% from its 52-week low, but shares are still off 72% from all-time highs. Cinemark shares are up 222% from their 52-week low. They are down 47% from their all-time high.\nAMC stock, again, is up almost 1,600% from its 52-week low and is down just 13% from its May all-time high.\nWall Street just doesn’t see the potential either. Nine analysts cover the stock. The average analyst price target is about $5. Before the pandemic, the average analyst price target was $15. But there were fewer shares back then. The old target enterprise value was roughly $7 billion. It’s tough to get from $7 billion to $26 billion predicting better margins.\nAnalysts do have positive free cash flow modeled, though–$13 million in 2022 and $90 million in 2023. That’s a long way from $600 million.\nAnd that’s just another way of saying that AMC bulls are a long way from making the math work.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378178025,"gmtCreate":1619013395867,"gmtModify":1631888854863,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Join the level of MARA and RIOT!!! GO GO GO!!","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Join the level of MARA and RIOT!!! GO GO GO!!","text":"$Big Blockchain Intelligence Group Inc.(BBKCF)$Join the level of MARA and RIOT!!! GO GO GO!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378178025","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819522091,"gmtCreate":1630078916514,"gmtModify":1704955714932,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$BIGG Digital Assets Inc.(BBKCF)$</a>How come today BC related stock is climbing at around 8%.... Yet BBKCF is sliding.... WTH!!","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$BIGG Digital Assets Inc.(BBKCF)$</a>How come today BC related stock is climbing at around 8%.... Yet BBKCF is sliding.... WTH!!","text":"$BIGG Digital Assets Inc.(BBKCF)$How come today BC related stock is climbing at around 8%.... Yet BBKCF is sliding.... WTH!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/819522091","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191107512,"gmtCreate":1620862011136,"gmtModify":1634195849356,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Slided","listText":"Slided","text":"Slided","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191107512","repostId":"1161260146","repostType":4,"repost":{"id":"1161260146","kind":"news","pubTimestamp":1620825624,"share":"https://www.laohu8.com/m/news/1161260146?lang=&edition=full","pubTime":"2021-05-12 21:20","market":"us","language":"en","title":"Tech Wreck Goes Global - Taiwan Stocks Trounced In Biggest Crash In 54 Year History","url":"https://stock-news.laohu8.com/highlight/detail?id=1161260146","media":"zerohedge","summary":"Just when you thought it was safe to BTFD in tech stocks (after yesterday's \"do you believe in mirac","content":"<p>Just when you thought it was safe to BTFD in tech stocks (after yesterday's \"do you believe in miracles\" rebound in US equity markets),<b>the tech-heavy $2 trillion market cap Taiwan Stock Exchange Index crashed almost 9% overnight - its largest single-day drop in the exchange's 54-year history.</b></p>\n<p><img src=\"https://static.tigerbbs.com/2742bb1e0b48ba2c069c09746c47329e\" tg-width=\"936\" tg-height=\"496\"></p>\n<p>The deepening&nbsp;slump&nbsp;in global tech shares was clearly a focus for traders given the Taiwanese market is dominated by the industry, but, as Bloomberg notes,<b>the swiftness of the plunge that followed suggests bigger forces were at play</b>. For months, bull market skeptics around the world have warned that surging leverage is making equity markets riskier (e.g., US margin debt topped $822 billion by the end of March, up 72% year on year). And, as Bloomberg reports, on a smaller scale, the same happened in Taiwan.</p>\n<p><b>Amid global central bank-backed complacency, investors took on increasing amounts of leverage.</b></p>\n<p>The result was a 46% expansion in&nbsp;margin debt&nbsp;this year to about NT$274 billion ($9.8 billion) two weeks ago, the highest since 2011.</p>\n<p>By comparison, the Taiwan benchmark was up just 19% in that period, an indication that<b>people were taking out loans faster than stocks were appreciating</b>.</p>\n<blockquote>\n “Taiwan’s Taiex fell about 8% at one point, and with TSMC, which has the biggest weighting on the measure, slumping,\n <b>the chips sector in Japan is being impacted</b>,” said Ryuta Otsuka, a strategist at Toyo Securities in Tokyo.\n <b>“For now, I’m not seeing a trigger that could reverse the drop.”</b>\n</blockquote>\n<p>There were also some fundamentals behind the collapse including<b>fears over a reacceleration in COVID-19 cases</b>.</p>\n<p><img src=\"https://static.tigerbbs.com/3c77162e8ef51da4871b818e262fd53b\" tg-width=\"936\" tg-height=\"494\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p>This has sparked a rapid escalation of restrictions potentially on the island where almost no one is vaccinated, as Liberty Times reports,<b>Taiwan may elevate its alert level further today with the government likely to ban indoor gatherings of over five people and outdoor gatherings of more than 10 people</b>, and it may<b>request non-essential businesses to close their doors</b>.</p>\n<p>Gains on Taiex extended this year as the pandemic created a shortage of chips, with the index rising for seven straight months through April, until the reality of inflationary threats and over-leverage hit home in a big way last night.</p>\n<blockquote>\n <i><b>“Margin trading boosted the Taiex over the past few months, which may add to declines if they face margin calls,”</b></i>said MasterLink Securities Investment Advisory President Paul Cheng.\n</blockquote>\n<p>And as the wave of deleveraging rolls back around the world, Nasdaq futures are giving back yesterday's dead-cat-bounce gains...</p>\n<p><img src=\"https://static.tigerbbs.com/dc8f07bb57012a5432267aebb1faf55c\" tg-width=\"1280\" tg-height=\"777\"></p>\n<p>As the Taiex tumbled on Tuesday, the level of margin debt fell by NT$12.6 billion, the most since October 2018.<b>That suggests traders faced margin calls by brokers to cover losses in their stock accounts... will we see the same in the US today?</b></p>","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>Tech Wreck Goes Global - Taiwan Stocks Trounced In Biggest Crash In 54 Year History</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; 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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\">\nTech Wreck Goes Global - Taiwan Stocks Trounced In Biggest Crash In 54 Year History\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/tech-wreck-goes-global-taiwan-stocks-trounced-biggest-crash-54-year-history?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Just when you thought it was safe to BTFD in tech stocks (after yesterday's \"do you believe in miracles\" rebound in US equity markets),the tech-heavy $2 trillion market cap Taiwan Stock Exchange Index...</p>\n\n<a href=\"https://www.zerohedge.com/markets/tech-wreck-goes-global-taiwan-stocks-trounced-biggest-crash-54-year-history?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">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://www.zerohedge.com/markets/tech-wreck-goes-global-taiwan-stocks-trounced-biggest-crash-54-year-history?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161260146","content_text":"Just when you thought it was safe to BTFD in tech stocks (after yesterday's \"do you believe in miracles\" rebound in US equity markets),the tech-heavy $2 trillion market cap Taiwan Stock Exchange Index crashed almost 9% overnight - its largest single-day drop in the exchange's 54-year history.\n\nThe deepening slump in global tech shares was clearly a focus for traders given the Taiwanese market is dominated by the industry, but, as Bloomberg notes,the swiftness of the plunge that followed suggests bigger forces were at play. For months, bull market skeptics around the world have warned that surging leverage is making equity markets riskier (e.g., US margin debt topped $822 billion by the end of March, up 72% year on year). And, as Bloomberg reports, on a smaller scale, the same happened in Taiwan.\nAmid global central bank-backed complacency, investors took on increasing amounts of leverage.\nThe result was a 46% expansion in margin debt this year to about NT$274 billion ($9.8 billion) two weeks ago, the highest since 2011.\nBy comparison, the Taiwan benchmark was up just 19% in that period, an indication thatpeople were taking out loans faster than stocks were appreciating.\n\n “Taiwan’s Taiex fell about 8% at one point, and with TSMC, which has the biggest weighting on the measure, slumping,\n the chips sector in Japan is being impacted,” said Ryuta Otsuka, a strategist at Toyo Securities in Tokyo.\n “For now, I’m not seeing a trigger that could reverse the drop.”\n\nThere were also some fundamentals behind the collapse includingfears over a reacceleration in COVID-19 cases.\n\nSource: Bloomberg\nThis has sparked a rapid escalation of restrictions potentially on the island where almost no one is vaccinated, as Liberty Times reports,Taiwan may elevate its alert level further today with the government likely to ban indoor gatherings of over five people and outdoor gatherings of more than 10 people, and it mayrequest non-essential businesses to close their doors.\nGains on Taiex extended this year as the pandemic created a shortage of chips, with the index rising for seven straight months through April, until the reality of inflationary threats and over-leverage hit home in a big way last night.\n\n“Margin trading boosted the Taiex over the past few months, which may add to declines if they face margin calls,”said MasterLink Securities Investment Advisory President Paul Cheng.\n\nAnd as the wave of deleveraging rolls back around the world, Nasdaq futures are giving back yesterday's dead-cat-bounce gains...\n\nAs the Taiex tumbled on Tuesday, the level of margin debt fell by NT$12.6 billion, the most since October 2018.That suggests traders faced margin calls by brokers to cover losses in their stock accounts... will we see the same in the US today?","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109246586,"gmtCreate":1619702700645,"gmtModify":1631888854849,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Just buy..... Buy until it turn green... Lol","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Just buy..... Buy until it turn green... Lol","text":"$Big Blockchain Intelligence Group Inc.(BBKCF)$Just buy..... Buy until it turn green... Lol","images":[{"img":"https://static.tigerbbs.com/1adcf9cc1f71a50d0a916dffd65bda62","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109246586","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":882701093,"gmtCreate":1631717798512,"gmtModify":1631888804973,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$BIGG Digital Assets Inc.(BBKCF)$</a>What happen to this stock....??!!!!! BC is picking up.... But it is going down??","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$BIGG Digital Assets Inc.(BBKCF)$</a>What happen to this stock....??!!!!! BC is picking up.... But it is going down??","text":"$BIGG Digital Assets Inc.(BBKCF)$What happen to this stock....??!!!!! BC is picking up.... But it is going down??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882701093","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178359329,"gmtCreate":1626789102461,"gmtModify":1631888804984,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$BIGG Digital Assets Inc.(BBKCF)$</a>just keep buying....","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$BIGG Digital Assets Inc.(BBKCF)$</a>just keep buying....","text":"$BIGG Digital Assets Inc.(BBKCF)$just keep buying....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178359329","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119600361,"gmtCreate":1622538629353,"gmtModify":1631888804999,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Anyone still buying in? Raise your hand!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Anyone still buying in? Raise your hand!!&nbsp;","text":"$Big Blockchain Intelligence Group Inc.(BBKCF)$Anyone still buying in? Raise your hand!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119600361","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104587374,"gmtCreate":1620398200698,"gmtModify":1631888854840,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Why there is a consecutive dip? Anyone can enlighten?","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Why there is a consecutive dip? Anyone can enlighten?","text":"$Big Blockchain Intelligence Group Inc.(BBKCF)$Why there is a consecutive dip? Anyone can enlighten?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/104587374","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106787187,"gmtCreate":1620146759149,"gmtModify":1631888854840,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Just keep buying.... Let's whack somemore ppl!!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>Just keep buying.... Let's whack somemore ppl!!!&nbsp;","text":"$Big Blockchain Intelligence Group Inc.(BBKCF)$Just keep buying.... Let's whack somemore ppl!!!","images":[{"img":"https://static.tigerbbs.com/391df3f22f20ae2250da846fc6ffb126","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106787187","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":189146373,"gmtCreate":1623249335392,"gmtModify":1631888804993,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>dead stock?","listText":"<a href=\"https://laohu8.com/S/BBKCF\">$Big Blockchain Intelligence Group Inc.(BBKCF)$</a>dead stock?","text":"$Big Blockchain Intelligence Group Inc.(BBKCF)$dead stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189146373","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130166431,"gmtCreate":1621519499123,"gmtModify":1634188465243,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Peeps.... Earn abit. Faster run... Covid has return..","listText":"Peeps.... Earn abit. Faster run... Covid has return..","text":"Peeps.... Earn abit. Faster run... Covid has return..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130166431","repostId":"1176686071","repostType":2,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130163427,"gmtCreate":1621519419569,"gmtModify":1634188467815,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Hahaha.... Read, analyse then you choose to believe...&nbsp;","listText":"Hahaha.... Read, analyse then you choose to believe...&nbsp;","text":"Hahaha.... Read, analyse then you choose to believe...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130163427","repostId":"2136260319","repostType":4,"repost":{"id":"2136260319","kind":"highlight","pubTimestamp":1621514527,"share":"https://www.laohu8.com/m/news/2136260319?lang=&edition=full","pubTime":"2021-05-20 20:42","market":"us","language":"en","title":"4 Stocks That Could Be Worth $1 Trillion by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2136260319","media":"Motley Fool","summary":"As of today, these innovative companies boast market caps ranging from $81 billion to $198 billion.","content":"<p>Ask any tenured investor and they'll tell you the key to generating significant wealth on Wall Street isn't being right often, but rather being very, <i>very</i> right on a handful of stocks. Having the foresight to identify game-changing companies, and staying firm on your conviction over many years, if not decades, is <a href=\"https://laohu8.com/S/AONE\">one</a> of the easiest ways to gain your financial freedom.</p>\n<p>Though it may be hard to believe, <b>Apple</b>&nbsp;and <b>Amazon</b>&nbsp;were, at <a href=\"https://laohu8.com/S/AONE.U\">one</a> time, part of a very large pack of growth companies struggling to differentiate themselves from their peers. Today, there are countless potential game-changers attempting to stand out from the crowd.</p>\n<p>The big question is: Which stocks have what it takes to eventually enter the $1 trillion valuation club?</p>\n<p>Rather than take the easy road and select companies that are already halfway (or more) to reaching $1 trillion, I decided to look for true innovators with market caps below $200 billion that could grow to a $1 trillion market cap. All four of the following stocks have a real shot at becoming trillion-dollar companies by 2035.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f170884fc838e95b644515ae5882f89e\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images.</span></p>\n<h2>Sea Limited: Current market cap of $114 billion</h2>\n<p>Singapore-based <b>Sea Limited</b> (NYSE:SE) has all the tools necessary to become a trillion-dollar stock over the next 14 years. It has three operating segments, all of which can play key roles in its ascent to becoming one of the world's largest companies.</p>\n<p>For the time being, Sea is generating most of its earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. With people stuck in their homes throughout 2020 due to the pandemic, Sea saw its total gaming users grow by 72% to 610.6 million, while the number of paying users rose an even more impressive 120% to 73.1 million.</p>\n<p>Though gaming can be a solid long-term growth driver, it's not the catalyst that'll put Sea over the top. That title belongs to online e-commerce platform Shopee, which is the most popular shopping download in Southeastern Asia. Gross orders last year surged 133% to 2.8 billion, with the gross merchandise value traversing Shopee effectively doubling to $35.4 billion. The scary thing is these figures are just scratching the surface of what Shopee is capable of. Sea is purposely targeting emerging market countries with burgeoning middle classes, which is what'll drive sustainable high double-digit growth.</p>\n<p>Lastly, Sea has a nascent but rapidly growing digital financial services segment. Last year, it tallied more than 23 million paying mobile wallet customers. This operating segment could be surprisingly profitable given how underbanked some of the regions are that Sea operates in.</p>\n<p>With the company on track to more than quadruple its sales by 2024, the sky is the limit.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7171ad1e94a044e4bf64e685148e98b\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>: Current market cap of $198 billion</h2>\n<p>Cloud-based customer relationship management (CRM) software juggernaut <b>salesforce.com</b> (NYSE:CRM) is another innovator that has a real shot at hitting $1 trillion in market cap by 2035.</p>\n<p>CRM software is used by consumer-facing businesses to handle simple tasks, such as logging customer information and overseeing product/service issues. It's also leaned on to manage online marketing campaigns and help predict which existing clients might be likeliest to buy new products or services. The retail industry is an obvious beneficiary, but CRM software is finding its way into new industries and sectors as time passes. That's why CRM software remains a double-digit growth trend.</p>\n<p>Salesforce is the unquestioned leader in CRM solutions. IDC's estimate for the first half of 2020 showed that Salesforce controlled 19.8% of global CRM revenue share. By comparison, the next four companies behind it didn't even add up to a 19.8% share. It's going to be extremely difficult for competitors to chip away at what seems like a virtually insurmountable market share lead.</p>\n<p>Furthermore, Salesforce has not been afraid to use acquisitions to broaden its product portfolio or reach new customers. It's currently in the process of acquiring cloud-based enterprise communication platform <b><a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a></b>&nbsp;in a $27.7 billion cash-and-stock deal. Assuming it closes, Salesforce will be able to use Slack's platform as a jumping-off point to cross-sell CRM to small and medium-sized businesses.</p>\n<p>In fiscal 2021, Salesforce generated $21.3 billion in sales. In five years, CEO Marc Benioff sees his company surpassing $50 billion in annual revenue. If this roughly 20% growth rate keeps up, Salesforce should have no issue hitting $1 trillion in 14 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec2e9c5a2447c13c9e3c386442802d24\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Airbnb.</span></p>\n<h2>Airbnb: Current market cap of $81 billion</h2>\n<p>The long shot of the group but nevertheless a company with serious growth potential is stay-and-hosting platform <b>Airbnb</b> (NASDAQ:ABNB). Airbnb would have to increase in value by more than 1,100% over the next 14 years to hit a $1 trillion valuation.</p>\n<p>A gain of 1,100%+ probably sounds like a tough task for a company that's nearly a megacap. However, Airbnb is completely revolutionizing the travel and hotel industry, which means its total addressable market is larger than most folks (including those on Wall Street) probably realize.</p>\n<p>The vast majority of investors are probably familiar with Airbnb's hosting platform. The company has courted approximately 4 million hosts worldwide and effectively quintupled bookings between 2016 (52 million) and 2019 (272 million). Yet it's still just getting started. There are more than 130 million households in the U.S. alone and likely more than 1 billion worldwide. Each represents an opportunity to expand its marketplace.</p>\n<p>Best of all, Airbnb isn't just sitting on its laurels and allowing its listing marketplace to do all the work. It has multiple avenues within the travel industry that could prove lucrative. As an example, the introduction of Experiences -- i.e., activities hosted by local experts -- gives the company a new way to generate revenue while also creating unforgettable moments that will bring consumers back to the brand.</p>\n<p>Because Airbnb's potential customer pool is nearly as large as the global population, Wall Street is looking for revenue to more than triple to $10.4 billion in 2024 from $3.4 billion in the pandemic-affected 2020. With consistent growth potential of at least 20%, Airbnb has a real shot at a $1 trillion market cap in 14 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7e110d39ab08e59e2378f3f2920fe6e\" tg-width=\"700\" tg-height=\"520\"><span>Image source: Square.</span></p>\n<h2>Square: Current market cap of $92 billion</h2>\n<p>Finally, fintech stock <b>Square</b> (NYSE:SQ) is growing at a lightning-quick pace and has a real chance to break the trillion-dollar barrier by the time 2035 rolls around.</p>\n<p>Square's most mature operating segment is its seller ecosystem. Square provides point-of-sale devices, analytics, loans, and other services to merchants to help them grow. In turn, the seller ecosystem generates most of its revenue from merchant fees via gross payment volume (GPV) traversing its network. Between 2012 and 2019, GPV grew by an average annual rate of 49% to reach north of $106 billion.</p>\n<p>What's worth noting about the seller ecosystem is that it's beginning to attract bigger merchants. In the March-ended quarter, Square generated 61% of its GPV from merchants with at least $125,000 in annualized GPV. That's up nine percentage points from the same quarter in 2019. Bigger merchants mean more gross profit for Square's foundational operating segment.</p>\n<p>But what really has the investment community intrigued is peer-to-peer digital payments platform Cash App. In three years, Cash App's monthly active users more than quintupled to 36 million. Further, gross profit per user, as of the end of 2020, was $41, compared to less than $5 in costs to attract each new user. Not surprisingly, Cash App overtook the seller ecosystem in the first quarter of 2021 as Square's biggest contributor to gross profit.</p>\n<p>Cash App gives the company a multitude of avenues from which to collect revenue. It's pocketing merchant fees, bank transfer revenue, and investing commissions and has generated a boatload of sales from <b>Bitcoin</b> exchange. Square could reasonably double its sales every couple of years through 2035, due in large part to Cash App.</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>4 Stocks That Could Be Worth $1 Trillion by 2035</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\">\n4 Stocks That Could Be Worth $1 Trillion by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 20:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/20/4-stocks-that-could-be-worth-1-trillion-by-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ask any tenured investor and they'll tell you the key to generating significant wealth on Wall Street isn't being right often, but rather being very, very right on a handful of stocks. Having the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/20/4-stocks-that-could-be-worth-1-trillion-by-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","SQ":"Block","SE":"Sea Ltd","AMZN":"亚马逊","CRM":"赛富时","ABNB":"爱彼迎"},"source_url":"https://www.fool.com/investing/2021/05/20/4-stocks-that-could-be-worth-1-trillion-by-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136260319","content_text":"Ask any tenured investor and they'll tell you the key to generating significant wealth on Wall Street isn't being right often, but rather being very, very right on a handful of stocks. Having the foresight to identify game-changing companies, and staying firm on your conviction over many years, if not decades, is one of the easiest ways to gain your financial freedom.\nThough it may be hard to believe, Apple and Amazon were, at one time, part of a very large pack of growth companies struggling to differentiate themselves from their peers. Today, there are countless potential game-changers attempting to stand out from the crowd.\nThe big question is: Which stocks have what it takes to eventually enter the $1 trillion valuation club?\nRather than take the easy road and select companies that are already halfway (or more) to reaching $1 trillion, I decided to look for true innovators with market caps below $200 billion that could grow to a $1 trillion market cap. All four of the following stocks have a real shot at becoming trillion-dollar companies by 2035.\nImage source: Getty Images.\nSea Limited: Current market cap of $114 billion\nSingapore-based Sea Limited (NYSE:SE) has all the tools necessary to become a trillion-dollar stock over the next 14 years. It has three operating segments, all of which can play key roles in its ascent to becoming one of the world's largest companies.\nFor the time being, Sea is generating most of its earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. With people stuck in their homes throughout 2020 due to the pandemic, Sea saw its total gaming users grow by 72% to 610.6 million, while the number of paying users rose an even more impressive 120% to 73.1 million.\nThough gaming can be a solid long-term growth driver, it's not the catalyst that'll put Sea over the top. That title belongs to online e-commerce platform Shopee, which is the most popular shopping download in Southeastern Asia. Gross orders last year surged 133% to 2.8 billion, with the gross merchandise value traversing Shopee effectively doubling to $35.4 billion. The scary thing is these figures are just scratching the surface of what Shopee is capable of. Sea is purposely targeting emerging market countries with burgeoning middle classes, which is what'll drive sustainable high double-digit growth.\nLastly, Sea has a nascent but rapidly growing digital financial services segment. Last year, it tallied more than 23 million paying mobile wallet customers. This operating segment could be surprisingly profitable given how underbanked some of the regions are that Sea operates in.\nWith the company on track to more than quadruple its sales by 2024, the sky is the limit.\nImage source: Getty Images.\nSalesforce: Current market cap of $198 billion\nCloud-based customer relationship management (CRM) software juggernaut salesforce.com (NYSE:CRM) is another innovator that has a real shot at hitting $1 trillion in market cap by 2035.\nCRM software is used by consumer-facing businesses to handle simple tasks, such as logging customer information and overseeing product/service issues. It's also leaned on to manage online marketing campaigns and help predict which existing clients might be likeliest to buy new products or services. The retail industry is an obvious beneficiary, but CRM software is finding its way into new industries and sectors as time passes. That's why CRM software remains a double-digit growth trend.\nSalesforce is the unquestioned leader in CRM solutions. IDC's estimate for the first half of 2020 showed that Salesforce controlled 19.8% of global CRM revenue share. By comparison, the next four companies behind it didn't even add up to a 19.8% share. It's going to be extremely difficult for competitors to chip away at what seems like a virtually insurmountable market share lead.\nFurthermore, Salesforce has not been afraid to use acquisitions to broaden its product portfolio or reach new customers. It's currently in the process of acquiring cloud-based enterprise communication platform Slack Technologies in a $27.7 billion cash-and-stock deal. Assuming it closes, Salesforce will be able to use Slack's platform as a jumping-off point to cross-sell CRM to small and medium-sized businesses.\nIn fiscal 2021, Salesforce generated $21.3 billion in sales. In five years, CEO Marc Benioff sees his company surpassing $50 billion in annual revenue. If this roughly 20% growth rate keeps up, Salesforce should have no issue hitting $1 trillion in 14 years.\nImage source: Airbnb.\nAirbnb: Current market cap of $81 billion\nThe long shot of the group but nevertheless a company with serious growth potential is stay-and-hosting platform Airbnb (NASDAQ:ABNB). Airbnb would have to increase in value by more than 1,100% over the next 14 years to hit a $1 trillion valuation.\nA gain of 1,100%+ probably sounds like a tough task for a company that's nearly a megacap. However, Airbnb is completely revolutionizing the travel and hotel industry, which means its total addressable market is larger than most folks (including those on Wall Street) probably realize.\nThe vast majority of investors are probably familiar with Airbnb's hosting platform. The company has courted approximately 4 million hosts worldwide and effectively quintupled bookings between 2016 (52 million) and 2019 (272 million). Yet it's still just getting started. There are more than 130 million households in the U.S. alone and likely more than 1 billion worldwide. Each represents an opportunity to expand its marketplace.\nBest of all, Airbnb isn't just sitting on its laurels and allowing its listing marketplace to do all the work. It has multiple avenues within the travel industry that could prove lucrative. As an example, the introduction of Experiences -- i.e., activities hosted by local experts -- gives the company a new way to generate revenue while also creating unforgettable moments that will bring consumers back to the brand.\nBecause Airbnb's potential customer pool is nearly as large as the global population, Wall Street is looking for revenue to more than triple to $10.4 billion in 2024 from $3.4 billion in the pandemic-affected 2020. With consistent growth potential of at least 20%, Airbnb has a real shot at a $1 trillion market cap in 14 years.\nImage source: Square.\nSquare: Current market cap of $92 billion\nFinally, fintech stock Square (NYSE:SQ) is growing at a lightning-quick pace and has a real chance to break the trillion-dollar barrier by the time 2035 rolls around.\nSquare's most mature operating segment is its seller ecosystem. Square provides point-of-sale devices, analytics, loans, and other services to merchants to help them grow. In turn, the seller ecosystem generates most of its revenue from merchant fees via gross payment volume (GPV) traversing its network. Between 2012 and 2019, GPV grew by an average annual rate of 49% to reach north of $106 billion.\nWhat's worth noting about the seller ecosystem is that it's beginning to attract bigger merchants. In the March-ended quarter, Square generated 61% of its GPV from merchants with at least $125,000 in annualized GPV. That's up nine percentage points from the same quarter in 2019. Bigger merchants mean more gross profit for Square's foundational operating segment.\nBut what really has the investment community intrigued is peer-to-peer digital payments platform Cash App. In three years, Cash App's monthly active users more than quintupled to 36 million. Further, gross profit per user, as of the end of 2020, was $41, compared to less than $5 in costs to attract each new user. Not surprisingly, Cash App overtook the seller ecosystem in the first quarter of 2021 as Square's biggest contributor to gross profit.\nCash App gives the company a multitude of avenues from which to collect revenue. It's pocketing merchant fees, bank transfer revenue, and investing commissions and has generated a boatload of sales from Bitcoin exchange. Square could reasonably double its sales every couple of years through 2035, due in large part to Cash App.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355946996,"gmtCreate":1617026129015,"gmtModify":1634523063394,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Niase","listText":"Niase","text":"Niase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355946996","repostId":"1196597601","repostType":4,"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139965361,"gmtCreate":1621585207453,"gmtModify":1634187875062,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Flatten the curve","listText":"Flatten the curve","text":"Flatten the curve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139965361","repostId":"2137972546","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139966788,"gmtCreate":1621585077244,"gmtModify":1631884221779,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"Just another bold estimation where who will believe?","listText":"Just another bold estimation where who will believe?","text":"Just another bold estimation where who will believe?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139966788","repostId":"1161150268","repostType":4,"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130165807,"gmtCreate":1621519541209,"gmtModify":1634188463669,"author":{"id":"3573121978215252","authorId":"3573121978215252","name":"大时代的刘青云","avatar":"https://static.tigerbbs.com/a6d9f5db4cc02ec3ab0d48cb2bba6fbf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573121978215252","authorIdStr":"3573121978215252"},"themes":[],"htmlText":"This a a strong value one...","listText":"This a a strong value one...","text":"This a a strong value one...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130165807","repostId":"1105833464","repostType":2,"repost":{"id":"1105833464","kind":"news","pubTimestamp":1621428330,"share":"https://www.laohu8.com/m/news/1105833464?lang=&edition=full","pubTime":"2021-05-19 20:45","market":"us","language":"en","title":"Nvidia: Start Looking Out","url":"https://stock-news.laohu8.com/highlight/detail?id=1105833464","media":"seekingalpha","summary":"Nvidia is scheduled to report its Q1 results on May 26.Investors should listen in on management's comments around their supply situation and monitor its segmented financials.Let me start by saying that the ongoing semiconductor supply shortage still hasn’t eased, at least not materially, and it continues to disrupt supply chains across the globe. Nvidia and its key rival in the GPU space, AMD, have both been affected by these shortages as well. However, what we don’t know yet is if they’ve been ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia is scheduled to report its Q1 results on May 26.</li>\n <li>Investors should listen in on management's comments around their supply situation and monitor its segmented financials.</li>\n <li>Analysts are expecting its Q1 revenue to come in at $5.39 billion.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1936e46ea3b217200e3877ba3597eafe\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Justin Sullivan/Getty Images News via Getty Images</span></p>\n<p>All eyes will be on Nvidia&nbsp;(NASDAQ:NVDA)&nbsp;when it reports its Q1 results next week on&nbsp;Wednesday. The stock is down 12% over the last month alone and investors are curious to see if the chipmaker’s upcoming earning report has enough positives to reinvigorate its share price. So, in this article, I want to discuss a few key items that should be on everyone’s radar when Nvidia announces its Q1 results. These items – segment performance and their management’s comments on their supply situation – are likely going to influence its share price over the coming days and weeks. Let's take a closer look at it all.</p>\n<p><b>Clarity on Supply Situation</b></p>\n<p>Let me start by saying that the ongoing semiconductor supply shortage still hasn’t eased, at least not materially, and it continues to disrupt supply chains across the globe. Nvidia and its key rival in the GPU space, AMD, have both been affected by these shortages as well. However, what we don’t know yet is if they’ve been impacted equally and how their market shares are set to evolve as a result of this supply-demand mismatch.</p>\n<p>For the uninitiated, Nvidia has tapped Samsung’s 8nm process node for its RTX30-series GPUS whereas its small rival, AMD, is using Taiwan Semiconductor’s 7nm node. Although both the aforementioned fabs – TSMC and Samsung -- have reported in the past that they’re unable to keep up with the breakneck customer demand, certain channel reports suggest that the supply shortfall at Samsung may be more severe than TSM of late.</p>\n<p>Per Samuel Wang&nbsp;of Gartner:</p>\n<blockquote>\n Overall, the 200mm shortage is dragging on much longer than expected... There has been no shortage in [TSMC’s] 7nm and 5nm since 3Q20. That’s when Apple advanced their use of wafers from 7nm to 5nm. There is a shortage at Samsung’s 8nm node, causing problems for Nvidia and Qualcomm\n</blockquote>\n<p>I think it's needless to say but if Nvidia’s supply crunch is more severe than AMD’s, then the former could variably lose market share to the latter. After all, OEMs and end-customers who’re in the market for just about any functional 7nm/8nm GPUs, would go for either brands based on stock availability. This dynamic can partially or wholly erode Nvidia’s recent market share gains against its smaller rival, AMD, and even limit Nvidia's revenue growth in its graphics segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b74121ae017a3c217dc6c850aa69ad2\" tg-width=\"640\" tg-height=\"527\"><span>(Source: Business Quant)</span></p>\n<p>Now there is the distinct possibility that Samsung prioritized Nvidia over its other customers, and provided Nvidia with unfettered access to supplies. However, a recent channel&nbsp;report&nbsp;(although unconfirmed) suggests that Samsung’s chip shortage is so dire that it’s affecting Samsung’s own smartphone roadmap, which goes against the popular narrative of Nvidia being prioritized. So, investors should closely listen to Nvidia management’s official comments around its supply situation on its upcoming earnings call. Specifically, look for comments that shed light on:</p>\n<ul>\n <li>whether its supply crunch remained sporadic or uniform throughout its Q1;</li>\n <li>how its volumes are/were affected, and;</li>\n <li>how soon are the supply constraints likely to ease going forward.</li>\n</ul>\n<p>These items will reveal Nvidia’s operational positioning and provide us with clarity on what to expect from the chipmaker in the near future.</p>\n<p>Having said that, as far as my guesstimates are concerned, here’s what I think: The chipmaker released a slew of new offerings during the quarter, as we’ll see in the next section of this article. Its top brass wouldn’t have done so, if the supply crunch was extremely severe and posed the risk of a sequential unit sales decline. Nvidia and its fab partner, most likely, brought additional capacity online during the quarter to accommodate the sales of these new SKUs. So, I expect Nvidia’s volume sales, and consequently its revenue, to be up sequentially and year over year, in its Q1 results but we’ll just have to wait for the company’s official confirmation on the same.</p>\n<p><b>Segmented Impact</b></p>\n<p>Next, Nvidia has a range of dynamics at play that can variably impact its financials during Q1 and even in Q2 across its different end-markets. For starters, the company launched its RTX30-series cards several months ago but it continues to sell out due to extraordinary consumer demand. In fact, a popular tech-website published a buyer’s&nbsp;guide&nbsp;only yesterday explaining the various tips and tricks, to increase the odds of buying an Nvidia RTX 3080 GPU. The company also launched a budget&nbsp;RTX 3060-GPU during the quarter but it, too, has largely remained out of stock.</p>\n<p>Unless the chipmaker saw a drop in production capacity and/or registered low production yields during Q1, this strong customer demand should ideally boost Nvidia’s average selling prices for RTX 30-series cards and catapult its gaming revenues higher on a sequential as well as on a year over year basis in Q1 and possibly even in Q2. Although the chipmaker also announced its laptop-focused 3050 and 3050Ti GPUs&nbsp;last week, their sales will be recognized in its Q2.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd8df25876cfe09c8476ab64fc8a22b2\" tg-width=\"640\" tg-height=\"402\"><span>(Source: BusinessQuant.com, company filings)</span></p>\n<p>Moving on, Nvidia’s data center segment may post muted results. The chipmaker had launched a&nbsp;new A100&nbsp;data center GPU, with double the memory of its predecessor, during Q4. This means Nvidia will be registering its first full quarter of sales from this new release this time around, which should drive its data center sales higher during Q1 at the very least.</p>\n<p>However, at the same time, the company’s rival in the data center space, Intel, registered a drop in its data center sales in its latest quarter. Its management downplayed the possibility of market share losses and explained that their data center sales were slow because cloud-focused customers were still digesting inventory during the quarter. There is the distinct possibility that Nvidia, too, faces this kind of cloud consumption hiccup in Q1 which could weigh on its data center sales. So, overall, I’m expecting its data center revenue to more or less remain flat sequentially.</p>\n<p>From Intel’s&nbsp;Q1 earnings call:</p>\n<blockquote>\n In data center, we believe revenue bottomed in Q1 and will increase in Q2 as cloud digestion impacts begin to subside, and enterprise and government momentum continues… now customers are almost through the digestion of that and we are starting to see signs that they want to start the next build phase in their cloud.\n</blockquote>\n<p>Let’s now shift focus to Nvidia’s Professional Visualization segment. The chipmaker will be registering its first full quarter of&nbsp;A6000&nbsp;card sales this time around. The company also launched eight new mid-range workstation cards –A4000,A5000 and others– which are likely to drive its sales higher. So, for Q1, I expect the company’s sales in the professional visualization market to be up on a sequential basis.</p>\n<p>Altogether, as evident from the chart above, the three aforementioned revenue streams – gaming, data center and professional visualization – accounted for over 94% of Nvidia’s total sales last quarter. Based on my above-mentioned reasoning, my guesstimate is that the company as a whole will post sequentially higher revenue in Q1. This expectation seems to be in-line with the Street’s forecasts. A consensus of 30 analysts is projecting Nvidia’s revenue for the quarter to come in at&nbsp;$5.39 billion, which marks a sequential and a year-on-year growth of 7.8% and 79.7%, respectively.</p>\n<p><b>Final Thoughts</b></p>\n<p>Nvidia is surrounded by a few uncertainties which might make its shares volatile in the coming days and weeks. So, investors may want to keep a close eye on its segmented financials and its management’s comments around their supply situation, to get a firm understanding of its state of operations and gain clarity about its near-term prospects. As far as I’m concerned, I’m neutral on the stock as we head into its Q1 results. Good Luck!</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Start Looking Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Start Looking Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4429902-nvidia-stock-nvda-start-looking-out-q1-2021-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia is scheduled to report its Q1 results on May 26.\nInvestors should listen in on management's comments around their supply situation and monitor its segmented financials.\nAnalysts are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4429902-nvidia-stock-nvda-start-looking-out-q1-2021-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4429902-nvidia-stock-nvda-start-looking-out-q1-2021-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105833464","content_text":"Summary\n\nNvidia is scheduled to report its Q1 results on May 26.\nInvestors should listen in on management's comments around their supply situation and monitor its segmented financials.\nAnalysts are expecting its Q1 revenue to come in at $5.39 billion.\n\nPhoto by Justin Sullivan/Getty Images News via Getty Images\nAll eyes will be on Nvidia (NASDAQ:NVDA) when it reports its Q1 results next week on Wednesday. The stock is down 12% over the last month alone and investors are curious to see if the chipmaker’s upcoming earning report has enough positives to reinvigorate its share price. So, in this article, I want to discuss a few key items that should be on everyone’s radar when Nvidia announces its Q1 results. These items – segment performance and their management’s comments on their supply situation – are likely going to influence its share price over the coming days and weeks. Let's take a closer look at it all.\nClarity on Supply Situation\nLet me start by saying that the ongoing semiconductor supply shortage still hasn’t eased, at least not materially, and it continues to disrupt supply chains across the globe. Nvidia and its key rival in the GPU space, AMD, have both been affected by these shortages as well. However, what we don’t know yet is if they’ve been impacted equally and how their market shares are set to evolve as a result of this supply-demand mismatch.\nFor the uninitiated, Nvidia has tapped Samsung’s 8nm process node for its RTX30-series GPUS whereas its small rival, AMD, is using Taiwan Semiconductor’s 7nm node. Although both the aforementioned fabs – TSMC and Samsung -- have reported in the past that they’re unable to keep up with the breakneck customer demand, certain channel reports suggest that the supply shortfall at Samsung may be more severe than TSM of late.\nPer Samuel Wang of Gartner:\n\n Overall, the 200mm shortage is dragging on much longer than expected... There has been no shortage in [TSMC’s] 7nm and 5nm since 3Q20. That’s when Apple advanced their use of wafers from 7nm to 5nm. There is a shortage at Samsung’s 8nm node, causing problems for Nvidia and Qualcomm\n\nI think it's needless to say but if Nvidia’s supply crunch is more severe than AMD’s, then the former could variably lose market share to the latter. After all, OEMs and end-customers who’re in the market for just about any functional 7nm/8nm GPUs, would go for either brands based on stock availability. This dynamic can partially or wholly erode Nvidia’s recent market share gains against its smaller rival, AMD, and even limit Nvidia's revenue growth in its graphics segment.\n(Source: Business Quant)\nNow there is the distinct possibility that Samsung prioritized Nvidia over its other customers, and provided Nvidia with unfettered access to supplies. However, a recent channel report (although unconfirmed) suggests that Samsung’s chip shortage is so dire that it’s affecting Samsung’s own smartphone roadmap, which goes against the popular narrative of Nvidia being prioritized. So, investors should closely listen to Nvidia management’s official comments around its supply situation on its upcoming earnings call. Specifically, look for comments that shed light on:\n\nwhether its supply crunch remained sporadic or uniform throughout its Q1;\nhow its volumes are/were affected, and;\nhow soon are the supply constraints likely to ease going forward.\n\nThese items will reveal Nvidia’s operational positioning and provide us with clarity on what to expect from the chipmaker in the near future.\nHaving said that, as far as my guesstimates are concerned, here’s what I think: The chipmaker released a slew of new offerings during the quarter, as we’ll see in the next section of this article. Its top brass wouldn’t have done so, if the supply crunch was extremely severe and posed the risk of a sequential unit sales decline. Nvidia and its fab partner, most likely, brought additional capacity online during the quarter to accommodate the sales of these new SKUs. So, I expect Nvidia’s volume sales, and consequently its revenue, to be up sequentially and year over year, in its Q1 results but we’ll just have to wait for the company’s official confirmation on the same.\nSegmented Impact\nNext, Nvidia has a range of dynamics at play that can variably impact its financials during Q1 and even in Q2 across its different end-markets. For starters, the company launched its RTX30-series cards several months ago but it continues to sell out due to extraordinary consumer demand. In fact, a popular tech-website published a buyer’s guide only yesterday explaining the various tips and tricks, to increase the odds of buying an Nvidia RTX 3080 GPU. The company also launched a budget RTX 3060-GPU during the quarter but it, too, has largely remained out of stock.\nUnless the chipmaker saw a drop in production capacity and/or registered low production yields during Q1, this strong customer demand should ideally boost Nvidia’s average selling prices for RTX 30-series cards and catapult its gaming revenues higher on a sequential as well as on a year over year basis in Q1 and possibly even in Q2. Although the chipmaker also announced its laptop-focused 3050 and 3050Ti GPUs last week, their sales will be recognized in its Q2.\n(Source: BusinessQuant.com, company filings)\nMoving on, Nvidia’s data center segment may post muted results. The chipmaker had launched a new A100 data center GPU, with double the memory of its predecessor, during Q4. This means Nvidia will be registering its first full quarter of sales from this new release this time around, which should drive its data center sales higher during Q1 at the very least.\nHowever, at the same time, the company’s rival in the data center space, Intel, registered a drop in its data center sales in its latest quarter. Its management downplayed the possibility of market share losses and explained that their data center sales were slow because cloud-focused customers were still digesting inventory during the quarter. There is the distinct possibility that Nvidia, too, faces this kind of cloud consumption hiccup in Q1 which could weigh on its data center sales. So, overall, I’m expecting its data center revenue to more or less remain flat sequentially.\nFrom Intel’s Q1 earnings call:\n\n In data center, we believe revenue bottomed in Q1 and will increase in Q2 as cloud digestion impacts begin to subside, and enterprise and government momentum continues… now customers are almost through the digestion of that and we are starting to see signs that they want to start the next build phase in their cloud.\n\nLet’s now shift focus to Nvidia’s Professional Visualization segment. The chipmaker will be registering its first full quarter of A6000 card sales this time around. The company also launched eight new mid-range workstation cards –A4000,A5000 and others– which are likely to drive its sales higher. So, for Q1, I expect the company’s sales in the professional visualization market to be up on a sequential basis.\nAltogether, as evident from the chart above, the three aforementioned revenue streams – gaming, data center and professional visualization – accounted for over 94% of Nvidia’s total sales last quarter. Based on my above-mentioned reasoning, my guesstimate is that the company as a whole will post sequentially higher revenue in Q1. This expectation seems to be in-line with the Street’s forecasts. A consensus of 30 analysts is projecting Nvidia’s revenue for the quarter to come in at $5.39 billion, which marks a sequential and a year-on-year growth of 7.8% and 79.7%, respectively.\nFinal Thoughts\nNvidia is surrounded by a few uncertainties which might make its shares volatile in the coming days and weeks. So, investors may want to keep a close eye on its segmented financials and its management’s comments around their supply situation, to get a firm understanding of its state of operations and gain clarity about its near-term prospects. As far as I’m concerned, I’m neutral on the stock as we head into its Q1 results. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}