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- KDLKDL
  ·2021-12-29
  Nice
  Nvidia's Trillion-Dollar AI Opportunity
  SummaryNVIDIA's dominance in AI is underappreciated.The company satisfies all the conditions to grow
  Nvidia's Trillion-Dollar AI Opportunity
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- KDLKDL
  ·2021-12-18
  Sometimes I feel bad for Meta. They are still the punching bag for everything...
  Meta Platforms is being probed by FTC over VR deal
  Meta Platforms(NASDAQ:FB)is under renewed scrutiny from the Federal Trade Commission, as it looks in
  Meta Platforms is being probed by FTC over VR deal
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- KDLKDL
  ·2021-12-17
  What a move. Private property market will probably prosper in the upcoming few years. Sigh
  非常抱歉，此主贴已删除
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- KDLKDL
  ·2021-12-17
  Nice
  Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars
  Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Mode
  Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars
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- KDLKDL
  ·2021-09-12
  Waiting for Amazon to stock split
  Got $1,000? 4 Buffett Stocks to Buy and Hold Forever
  Strengthen your portfolio by following Warren Buffett's lead on these stocks.
  Got $1,000? 4 Buffett Stocks to Buy and Hold Forever
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- KDLKDL
  ·2021-09-11
  This is totally very possible.
  Here's Why Nvidia Will Surpass Apple's Valuation In 5 Years
  Summary We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy,
  Here's Why Nvidia Will Surpass Apple's Valuation In 5 Years
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- KDLKDL
  ·2021-09-05
  Glad that this is finally being pointed out.
  非常抱歉，此主贴已删除
  91 1
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- KDLKDL
  ·2021-09-05
  Nice article. Not all hedge funds and shortists are bad actually.
  非常抱歉，此主贴已删除
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- KDLKDL
  ·2021-08-26
  Yes, to the moon pls.
  AMC Stock: Running Of The Bulls Knocks Short Sellers Down
  The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimis
  AMC Stock: Running Of The Bulls Knocks Short Sellers Down
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- KDLKDL
  ·2021-08-26
  Both have their valid points. Personally would think Burry is right in near term, and Cathie is right in far term. The critical thing is whether these innovation-based businesses can live up to their names and survive over time.
  非常抱歉，此主贴已删除
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16:59","market":"us","language":"en","title":"Nvidia's Trillion-Dollar AI Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1174830865","media":"Seeking Alpha","summary":"SummaryNVIDIA's dominance in AI is underappreciated.The company satisfies all the conditions to grow","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVIDIA&#39;s dominance in AI is underappreciated.</li><li>The company satisfies all the conditions to grow its competitive advantage in AI over time.</li><li>AI could grow into a multi-trillion dollar opportunity for NVIDIA.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5ccc411f40abfe931b89d5588779451\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"/><span>imaginima/E+ via Getty Images</span></p><blockquote>AI is a watershed moment for the world. Humans’ fundamental technology is intelligence. We’re in the process of automating intelligence so that we can augment ours. The thing that’s really cool is that AI is software that writes itself, and it writes software that no humans can.</blockquote><blockquote>Jensen Huang, Founder, and CEO of NVIDIA</blockquote><p>NVIDIA (NVDA) does not get enough credit for its highly dominant position in artificial intelligence, a rapidly emerging class of technology that will likely disrupt every industry and centralize economic power in the hands of its masters. The market&#39;s increasing recognition of NVIDIA&#39;s sustainable competitive advantage in artificial intelligence (AI) and AI&#39;s long growth runway will likely sustain the stock&#39;s outperformance and premium valuation.</p><p><b>AI &amp; Economic Centralization</b></p><p>AI is exciting to the investment community because it gives those who wield it unprecedented abilities and economics. Revolutionary breakthroughs in artificial neural networks (or deep learning) in the 2010s enabled algorithms to &#34;learn&#34; and thus introduce a new level of machine intelligence never available before, allowing the algorithms to accomplish breathtaking new feats such asdefeatingthe world&#39;s top Go players and disrupting the translation industry.</p><p>Importantly, for investors, modern neural network algorithms are a &#34;centralizing&#34; technology since the advantage of scale outweighs the disadvantages. The practical implication is that companies that can position themselves at the center should enjoy an unusually strong and sustainable competitive advantage in the niche where it dominates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40aedfb330e1430e3b3578134c461460\" tg-width=\"640\" tg-height=\"538\" width=\"100%\" height=\"auto\"/><span>Source: Zen Analyst</span></p><p>Companies most likely to be in this enviable position should satisfy three conditions.</p><p>First, there is a massive shortage of AI experts, so only very well-funded companies or those with massive cash flow can sustain world-class AI teams. In 2017, Tencent(OTCPK:TCEHY) estimated that there are only 300,000 AI researchers worldwide, far short of the millions demanded by the market. The lack of skilled people and difficulty hiring topped the list of challenges in AI to this day.</p><p>Second, AI delivers the greatest value to companies with the greatest data assets, which correlates with the scale of the enterprise. It takes a massive amount of data to train neural networks, and naturally, the best AI talents prefer to work in data-rich environments. It is no surprise that companies that are most excited about AI are also the ones with the greatest data assets, for example, Alphabet (GOOG), Microsoft (MSFT), Amazon (AMZN), Meta Platforms (FB), Apple (AAPL), and Netflix (NFLX).</p><p>Third, combining top AI talent and massive data to produce breakthrough products requires a management team with a strong engineering and computer science background. This condition explains why Amazon, Alphabet, Microsoft, and NVIDIA lead in AI when other data-rich companies such as Bank of America (BAC) and UnitedHealth Group (UNH) do not.</p><p>Once a breakthrough AI product is brought to market, for example, Google&#39;s AI language translation service, one that is significantly better than alternatives, a virtuous cycle begins that further reinforces the competitive advantage of the product. First, the superior product garners more users. Second, more users interacting with the product generates more data. Third, the incremental data is then used to improve the product.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/965b5370b6f9a11ec4863ece11f18ddd\" tg-width=\"640\" tg-height=\"730\" width=\"100%\" height=\"auto\"/><span>Source: Zen Analyst</span></p><p>This virtuous flywheel increases the competitive advantages of the incumbents as long as they do not fall apart due to complacency and corruption.</p><p><b>NVIDIA&#39;s Dominance</b></p><p>NVIDIA satisfies all three conditions for maintaining and growing its dominant position in AI.</p><p>First, NVIDIA is one of the most profitable and fastest-growing companies globally, making its stock-based compensation highly attractive to scarce AI talents. The company is expected to generate $13.7 billion in EBITDA this current fiscal year (ended January 2022), up 73% y/y.</p><p>Second, NVIDIA has access to a massive amount of data through its computing hardware business, CUDA parallel computing platform, gaming platforms such as GeForce Now, and software platforms such as Omniverse.</p><p>In addition to providing AI talent a data-rich environment, the company also occupies an overwhelmingly dominant position in AI chips, making the company one of the exciting places to work for AI talent. According to JPR, NVIDIA has an 83% share of the Q2 2021 PC discrete GPUs, the preferred chip for AI training and inference. Likewise, NVIDIA GPUs also dominate the data center with over 80% market share in AI workloads.</p><p>Third, in my view, NVIDIA&#39;s management ranks among the most innovative in history. Jensen Huang founded NVIDIA in 1993 and has been at the frontier of innovation in GPUs, gaming graphics, accelerated computing in data centers, AI, and the Metaverse. Today, at 58-years-old, Jensen is still deeply committed as the company&#39;s CEO, and his vision gets a tremendous amount of respect from Wall Street to Main Street.</p><p>It is no wonder that AI talents are flocking to work at NVIDIA. According to a 2017 Glassdoor survey, NVIDIA ranked second among top employers hiring AI talent. According to a study released by Glassdoor, as of 2021, NVIDIA ranked the second-best place to work in the U.S. Given how well the company and the stock have done and the high level of employee satisfaction, NVIDIA should not have problems attracting some of the best AI talents in the world.</p><p><b>AI Market Opportunity</b></p><p>NVIDIA has a massive AI portfolio that could serve every enterprise:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8542e16ee66c70106491e1d683a30912\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"/><span>Source: NVIDIA</span></p><p>Due to the size of its AI portfolio, it is challenging to put an exact number on NVIDIA&#39;s AI addressable market for three reasons. First, NVIDIA has products up and down the stack, from applications interacting with the end-user to hardware sitting in the data center and at the edge. Second, NVIDIA&#39;s AI technologies are horizontal (giving a limited set of capabilities to every industry) and vertical (offering a broad set of capabilities to specialized industries). Third, AI will play a crucial but not exclusive role in rapidly emerging opportunities such as the metaverse.</p><p>To get a sense of the scale of the opportunities for NVIDIA&#39;s AI portfolio, let&#39;s take a look at a few examples.</p><p>Omdia forecasts the global artificial intelligence software market will grow rapidly in the coming years, reaching around $126 billion by 2025. The overall AI market includes various applications such as natural language processing, robotic process automation, and machine learning.</p><p>I sized the current metaverse opportunity for NVIDIA at a minimum of $360 billion, with the potential to grow into the trillions. In my view, AI will play a crucial role in the metaverse, but so will blockchain, consumer electronics such as virtual reality goggles, and GPU chips. I suspect that AI will initially play a small role in the metaverse relative to blockchain and hardware, but its importance will increase in five to ten years.</p><p>However, NVIDIA&#39;s CEO, Jensen Huang, has much bigger ambitions: he believes the intelligence market is sized in the trillions. For example, he believes that AI will transform the multi-trillion transportation industry through autonomous driving, to name one industry.</p><p><b>Valuation</b></p><p>(Note: all consensus and historical data in this section are from FactSet.)</p><p>While there is little disagreement that NVIDIA is an excellent company, many investors balk at NVIDIA&#39;s price action and premium valuation.</p><p>In my opinion, the stock&#39;s valuation is justified by its growth rate, the strength of its core business, and multiple &#34;free options&#34; attached to the stock. However, NVIDIA may not be appropriate for investors who would like to avoid large drawdowns given the stock&#39;s 1.95 52-week beta and the business&#39;s rapid growth, which could hit unexpected speed bumps.</p><p>NVDA currently trades at 58x next-twelve-month consensus EPS or a 180% premium to the S&amp;P 500. Given the stock&#39;s ~126% YTD rally and premium valuation, many investors fear chasing a winner. Furthermore, given the passionate discussions around the metaverse (see my recently published Meta Platforms article for more background information), bears will argue that NVDA&#39;s valuation is being propped up by &#34;hype.&#34;</p><p>I disagree with this conclusion because I believe NVDA&#39;s valuation is justified by the performance of its core business, while Omniverse has not yet materially contributed to results. For a detailed discussion of the Omniverse, please read my article<i>NVIDIA: Lord Of The Metaverse.</i></p><p>NVDA&#39;s EPS grew 73% y/y in FY20 and is expected to grow another 74% in FY22 (FY ending January). By the end of this year, the company is expected to generate earnings per share ~200% higher than its 2019 earnings. Over the same period, the S&amp;P 500&#39;s EPS grew 26%. Looking ahead, consensus EPS for NVDA&#39;s FY23 implies a 19% y/y growth rate, a number the company should easily beat given the strong momentum of its businesses and its long history of beating earnings estimates. However, even 19% is well above the S&amp;P 500&#39;s expected 8% EPS growth in the same period.</p><p>In addition, I believe NVDA&#39;s above-market EPS growth rate will be more sustainable than the average S&amp;P 500 company, given its near-monopoly in discrete GPUs and the secular trends driving its business. Among the most important secular drivers is the rise of AI and the metaverse.</p><p><b>Risks</b></p><p>We know NVIDIA has a near-monopoly in discrete GPUs, the dominant chip used to power gaming, accelerated computing, and AI. The company enjoys network effects, flywheel effects, platform dominance, and a superior R&amp;D budget, putting it head and shoulders above competitors. Its primary end markets -- gaming, data center, and AI -- are also growing well above global GDP.</p><p>In my view, the most significant risk for NVIDIA is regulatory and not competitive or market-based. I see two primary regulatory risks: anti-monopoly and geopolitics.</p><p>First, the company&#39;s dominance and size make it a threat to market competition, likely resulting in regulatory pressures. NVIDIA could face regulatory risks similar to those experienced by Microsoft twenty years ago and by Meta Platforms, Apple, and Alphabet today.</p><p>We already see early signs of government pressure on NVIDIA. For example, even US regulators object to the company&#39;s pending acquisition of ARM Holdings.</p><p>Second, as a semiconductor company with significant China revenues, NVIDIA risks being caught in the cross-hair of the US-China semiconductor war.Revenue from billings to China, including Hong Kong, was 23% of NVIDIA&#39;s revenue for the fiscal year 2021. As the leader in AI, a key area of geopolitical contest, NVIDIA&#39;s risk of being caught in geopolitics is likely much greater than the average semiconductor company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Trillion-Dollar AI Opportunity</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's Trillion-Dollar AI Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477152-nvidia-nvda-stock-trillion-dollar-ai-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA's dominance in AI is underappreciated.The company satisfies all the conditions to grow its competitive advantage in AI over time.AI could grow into a multi-trillion dollar opportunity ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477152-nvidia-nvda-stock-trillion-dollar-ai-opportunity\">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/4477152-nvidia-nvda-stock-trillion-dollar-ai-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174830865","content_text":"SummaryNVIDIA's dominance in AI is underappreciated.The company satisfies all the conditions to grow its competitive advantage in AI over time.AI could grow into a multi-trillion dollar opportunity for NVIDIA.imaginima/E+ via Getty ImagesAI is a watershed moment for the world. Humans’ fundamental technology is intelligence. We’re in the process of automating intelligence so that we can augment ours. The thing that’s really cool is that AI is software that writes itself, and it writes software that no humans can.Jensen Huang, Founder, and CEO of NVIDIANVIDIA (NVDA) does not get enough credit for its highly dominant position in artificial intelligence, a rapidly emerging class of technology that will likely disrupt every industry and centralize economic power in the hands of its masters. The market's increasing recognition of NVIDIA's sustainable competitive advantage in artificial intelligence (AI) and AI's long growth runway will likely sustain the stock's outperformance and premium valuation.AI & Economic CentralizationAI is exciting to the investment community because it gives those who wield it unprecedented abilities and economics. Revolutionary breakthroughs in artificial neural networks (or deep learning) in the 2010s enabled algorithms to \"learn\" and thus introduce a new level of machine intelligence never available before, allowing the algorithms to accomplish breathtaking new feats such asdefeatingthe world's top Go players and disrupting the translation industry.Importantly, for investors, modern neural network algorithms are a \"centralizing\" technology since the advantage of scale outweighs the disadvantages. The practical implication is that companies that can position themselves at the center should enjoy an unusually strong and sustainable competitive advantage in the niche where it dominates.Source: Zen AnalystCompanies most likely to be in this enviable position should satisfy three conditions.First, there is a massive shortage of AI experts, so only very well-funded companies or those with massive cash flow can sustain world-class AI teams. In 2017, Tencent(OTCPK:TCEHY) estimated that there are only 300,000 AI researchers worldwide, far short of the millions demanded by the market. The lack of skilled people and difficulty hiring topped the list of challenges in AI to this day.Second, AI delivers the greatest value to companies with the greatest data assets, which correlates with the scale of the enterprise. It takes a massive amount of data to train neural networks, and naturally, the best AI talents prefer to work in data-rich environments. It is no surprise that companies that are most excited about AI are also the ones with the greatest data assets, for example, Alphabet (GOOG), Microsoft (MSFT), Amazon (AMZN), Meta Platforms (FB), Apple (AAPL), and Netflix (NFLX).Third, combining top AI talent and massive data to produce breakthrough products requires a management team with a strong engineering and computer science background. This condition explains why Amazon, Alphabet, Microsoft, and NVIDIA lead in AI when other data-rich companies such as Bank of America (BAC) and UnitedHealth Group (UNH) do not.Once a breakthrough AI product is brought to market, for example, Google's AI language translation service, one that is significantly better than alternatives, a virtuous cycle begins that further reinforces the competitive advantage of the product. First, the superior product garners more users. Second, more users interacting with the product generates more data. Third, the incremental data is then used to improve the product.Source: Zen AnalystThis virtuous flywheel increases the competitive advantages of the incumbents as long as they do not fall apart due to complacency and corruption.NVIDIA's DominanceNVIDIA satisfies all three conditions for maintaining and growing its dominant position in AI.First, NVIDIA is one of the most profitable and fastest-growing companies globally, making its stock-based compensation highly attractive to scarce AI talents. The company is expected to generate $13.7 billion in EBITDA this current fiscal year (ended January 2022), up 73% y/y.Second, NVIDIA has access to a massive amount of data through its computing hardware business, CUDA parallel computing platform, gaming platforms such as GeForce Now, and software platforms such as Omniverse.In addition to providing AI talent a data-rich environment, the company also occupies an overwhelmingly dominant position in AI chips, making the company one of the exciting places to work for AI talent. According to JPR, NVIDIA has an 83% share of the Q2 2021 PC discrete GPUs, the preferred chip for AI training and inference. Likewise, NVIDIA GPUs also dominate the data center with over 80% market share in AI workloads.Third, in my view, NVIDIA's management ranks among the most innovative in history. Jensen Huang founded NVIDIA in 1993 and has been at the frontier of innovation in GPUs, gaming graphics, accelerated computing in data centers, AI, and the Metaverse. Today, at 58-years-old, Jensen is still deeply committed as the company's CEO, and his vision gets a tremendous amount of respect from Wall Street to Main Street.It is no wonder that AI talents are flocking to work at NVIDIA. According to a 2017 Glassdoor survey, NVIDIA ranked second among top employers hiring AI talent. According to a study released by Glassdoor, as of 2021, NVIDIA ranked the second-best place to work in the U.S. Given how well the company and the stock have done and the high level of employee satisfaction, NVIDIA should not have problems attracting some of the best AI talents in the world.AI Market OpportunityNVIDIA has a massive AI portfolio that could serve every enterprise:Source: NVIDIADue to the size of its AI portfolio, it is challenging to put an exact number on NVIDIA's AI addressable market for three reasons. First, NVIDIA has products up and down the stack, from applications interacting with the end-user to hardware sitting in the data center and at the edge. Second, NVIDIA's AI technologies are horizontal (giving a limited set of capabilities to every industry) and vertical (offering a broad set of capabilities to specialized industries). Third, AI will play a crucial but not exclusive role in rapidly emerging opportunities such as the metaverse.To get a sense of the scale of the opportunities for NVIDIA's AI portfolio, let's take a look at a few examples.Omdia forecasts the global artificial intelligence software market will grow rapidly in the coming years, reaching around $126 billion by 2025. The overall AI market includes various applications such as natural language processing, robotic process automation, and machine learning.I sized the current metaverse opportunity for NVIDIA at a minimum of $360 billion, with the potential to grow into the trillions. In my view, AI will play a crucial role in the metaverse, but so will blockchain, consumer electronics such as virtual reality goggles, and GPU chips. I suspect that AI will initially play a small role in the metaverse relative to blockchain and hardware, but its importance will increase in five to ten years.However, NVIDIA's CEO, Jensen Huang, has much bigger ambitions: he believes the intelligence market is sized in the trillions. For example, he believes that AI will transform the multi-trillion transportation industry through autonomous driving, to name one industry.Valuation(Note: all consensus and historical data in this section are from FactSet.)While there is little disagreement that NVIDIA is an excellent company, many investors balk at NVIDIA's price action and premium valuation.In my opinion, the stock's valuation is justified by its growth rate, the strength of its core business, and multiple \"free options\" attached to the stock. However, NVIDIA may not be appropriate for investors who would like to avoid large drawdowns given the stock's 1.95 52-week beta and the business's rapid growth, which could hit unexpected speed bumps.NVDA currently trades at 58x next-twelve-month consensus EPS or a 180% premium to the S&P 500. Given the stock's ~126% YTD rally and premium valuation, many investors fear chasing a winner. Furthermore, given the passionate discussions around the metaverse (see my recently published Meta Platforms article for more background information), bears will argue that NVDA's valuation is being propped up by \"hype.\"I disagree with this conclusion because I believe NVDA's valuation is justified by the performance of its core business, while Omniverse has not yet materially contributed to results. For a detailed discussion of the Omniverse, please read my articleNVIDIA: Lord Of The Metaverse.NVDA's EPS grew 73% y/y in FY20 and is expected to grow another 74% in FY22 (FY ending January). By the end of this year, the company is expected to generate earnings per share ~200% higher than its 2019 earnings. Over the same period, the S&P 500's EPS grew 26%. Looking ahead, consensus EPS for NVDA's FY23 implies a 19% y/y growth rate, a number the company should easily beat given the strong momentum of its businesses and its long history of beating earnings estimates. However, even 19% is well above the S&P 500's expected 8% EPS growth in the same period.In addition, I believe NVDA's above-market EPS growth rate will be more sustainable than the average S&P 500 company, given its near-monopoly in discrete GPUs and the secular trends driving its business. Among the most important secular drivers is the rise of AI and the metaverse.RisksWe know NVIDIA has a near-monopoly in discrete GPUs, the dominant chip used to power gaming, accelerated computing, and AI. The company enjoys network effects, flywheel effects, platform dominance, and a superior R&D budget, putting it head and shoulders above competitors. Its primary end markets -- gaming, data center, and AI -- are also growing well above global GDP.In my view, the most significant risk for NVIDIA is regulatory and not competitive or market-based. I see two primary regulatory risks: anti-monopoly and geopolitics.First, the company's dominance and size make it a threat to market competition, likely resulting in regulatory pressures. NVIDIA could face regulatory risks similar to those experienced by Microsoft twenty years ago and by Meta Platforms, Apple, and Alphabet today.We already see early signs of government pressure on NVIDIA. For example, even US regulators object to the company's pending acquisition of ARM Holdings.Second, as a semiconductor company with significant China revenues, NVIDIA risks being caught in the cross-hair of the US-China semiconductor war.Revenue from billings to China, including Hong Kong, was 23% of NVIDIA's revenue for the fiscal year 2021. As the leader in AI, a key area of geopolitical contest, NVIDIA's risk of being caught in geopolitics is likely much greater than the average semiconductor company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699292980,"gmtCreate":1639803172765,"gmtModify":1639803172969,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Sometimes I feel bad for Meta. They are still the punching bag for everything...","listText":"Sometimes I feel bad for Meta. They are still the punching bag for everything...","text":"Sometimes I feel bad for Meta. They are still the punching bag for everything...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699292980","repostId":"1135849093","repostType":4,"repost":{"id":"1135849093","pubTimestamp":1639745002,"share":"https://www.laohu8.com/m/news/1135849093?lang=&edition=full","pubTime":"2021-12-17 20:43","market":"us","language":"en","title":"Meta Platforms is being probed by FTC over VR deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1135849093","media":"Seeking Alpha","summary":"Meta Platforms(NASDAQ:FB)is under renewed scrutiny from the Federal Trade Commission, as it looks in","content":"<ul>\n <li>Meta Platforms(NASDAQ:FB)is under renewed scrutiny from the Federal Trade Commission, as it looks into its $400 million deal for VR fitness app Supernatural, a move that could slow the completion of the acquisition by a year or more,The Information reported.</li>\n <li>Under CEO Mark Zuckerberg, Meta Platforms (FB) has positioned itself as a metaverse company since July, as the company moves away from being known as a social network and one that is positioned for merging the digital realm and real world. The company's first five virtual reality acquisitions were not questioned by the FTC, but the Supernatural acquisition is getting another look, as the FTC, under Chairman Lina Khan, wants to make sure Meta (FB) and other large tech companies do not harm the next computing platforms by buying companies that could become rivals.</li>\n <li>Meta's (FB) most notable acquisition in the VR space was its 2014 purchase of Oculus for $2 billion and since then, it has become one of the most dominant VR device makers.</li>\n <li>Khan and the FTC could look into whether Meta (FB) was going to develop a fitness app that would compete with Supernatural, the news outlet added. However Meta and Facebook did not previously expect fitness to be important for virtual reality, as it has surged in popularity following the launch of the Oculus Quest in 2019 and during the pandemic.</li>\n <li>Meta views Supernatural as competing with other fitness companies and equipment such as Peloton(NASDAQ:PTON), Mirror(NASDAQ:LULU)and Tonal, The Information added.</li>\n <li>Seeking Alpha has reached out to the FTC, Meta Platforms (FB) and Within, the maker of Supernatural, with a request for comment.</li>\n <li>According to&nbsp;IDC, Facebook (FB) helped grow the VR device market in the second-quarter to 2.2 million units, up 136.4% year-over-year. It expects the VR market to end with 8.4 million units sold by the end of the year and 26.7 million by 2025, an annual growth rate of 36%. IDC also estimates that Oculus accounts for 75% of the VR headset market, making it the dominant platform in the space.</li>\n <li>On Thursday, it was reported that Meta Platforms (FB) is likely to gain approval from the European Union - with conditions - for its acquisition of Kustomer.&nbsp;The acquisition would be allowed after it allowed for remedies allowing rival products to function alongside Kustomer's, according to Reuters.</li>\n</ul>","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>Meta Platforms is being probed by FTC over VR deal</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\">\nMeta Platforms is being probed by FTC over VR deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 20:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781223-meta-platforms-is-being-probed-by-ftc-over-vr-deal><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms(NASDAQ:FB)is under renewed scrutiny from the Federal Trade Commission, as it looks into its $400 million deal for VR fitness app Supernatural, a move that could slow the completion of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781223-meta-platforms-is-being-probed-by-ftc-over-vr-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3781223-meta-platforms-is-being-probed-by-ftc-over-vr-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135849093","content_text":"Meta Platforms(NASDAQ:FB)is under renewed scrutiny from the Federal Trade Commission, as it looks into its $400 million deal for VR fitness app Supernatural, a move that could slow the completion of the acquisition by a year or more,The Information reported.\nUnder CEO Mark Zuckerberg, Meta Platforms (FB) has positioned itself as a metaverse company since July, as the company moves away from being known as a social network and one that is positioned for merging the digital realm and real world. The company's first five virtual reality acquisitions were not questioned by the FTC, but the Supernatural acquisition is getting another look, as the FTC, under Chairman Lina Khan, wants to make sure Meta (FB) and other large tech companies do not harm the next computing platforms by buying companies that could become rivals.\nMeta's (FB) most notable acquisition in the VR space was its 2014 purchase of Oculus for $2 billion and since then, it has become one of the most dominant VR device makers.\nKhan and the FTC could look into whether Meta (FB) was going to develop a fitness app that would compete with Supernatural, the news outlet added. However Meta and Facebook did not previously expect fitness to be important for virtual reality, as it has surged in popularity following the launch of the Oculus Quest in 2019 and during the pandemic.\nMeta views Supernatural as competing with other fitness companies and equipment such as Peloton(NASDAQ:PTON), Mirror(NASDAQ:LULU)and Tonal, The Information added.\nSeeking Alpha has reached out to the FTC, Meta Platforms (FB) and Within, the maker of Supernatural, with a request for comment.\nAccording to IDC, Facebook (FB) helped grow the VR device market in the second-quarter to 2.2 million units, up 136.4% year-over-year. It expects the VR market to end with 8.4 million units sold by the end of the year and 26.7 million by 2025, an annual growth rate of 36%. IDC also estimates that Oculus accounts for 75% of the VR headset market, making it the dominant platform in the space.\nOn Thursday, it was reported that Meta Platforms (FB) is likely to gain approval from the European Union - with conditions - for its acquisition of Kustomer. The acquisition would be allowed after it allowed for remedies allowing rival products to function alongside Kustomer's, according to Reuters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690467478,"gmtCreate":1639702810506,"gmtModify":1639702810695,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"What a move. Private property market will probably prosper in the upcoming few years. Sigh","listText":"What a move. Private property market will probably prosper in the upcoming few years. Sigh","text":"What a move. Private property market will probably prosper in the upcoming few years. Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690467478","repostId":"1172405131","repostType":4,"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690504391,"gmtCreate":1639676736216,"gmtModify":1639676736393,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690504391","repostId":"1181686014","repostType":4,"repost":{"id":"1181686014","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639666432,"share":"https://www.laohu8.com/m/news/1181686014?lang=&edition=full","pubTime":"2021-12-16 22:53","market":"us","language":"en","title":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars","url":"https://stock-news.laohu8.com/highlight/detail?id=1181686014","media":"Tiger Newspress","summary":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Mode","content":"<p>Tesla&nbsp;fell&nbsp;nearly&nbsp;1%&nbsp;in&nbsp;morning&nbsp;trading&nbsp;though&nbsp;New York police&nbsp;would&nbsp;buy&nbsp;up to 250 all-electric Model 3 cars.<img src=\"https://static.tigerbbs.com/a88f381fe4239d26d1254d4f4745b1f0\" tg-width=\"771\" tg-height=\"568\" width=\"100%\" height=\"auto\">The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.</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>Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars</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\">\nTesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-16 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla&nbsp;fell&nbsp;nearly&nbsp;1%&nbsp;in&nbsp;morning&nbsp;trading&nbsp;though&nbsp;New York police&nbsp;would&nbsp;buy&nbsp;up to 250 all-electric Model 3 cars.<img src=\"https://static.tigerbbs.com/a88f381fe4239d26d1254d4f4745b1f0\" tg-width=\"771\" tg-height=\"568\" width=\"100%\" height=\"auto\">The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181686014","content_text":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars.The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.","news_type":1},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888117879,"gmtCreate":1631456095791,"gmtModify":1631883943392,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Waiting for Amazon to stock split","listText":"Waiting for Amazon to stock split","text":"Waiting for Amazon to stock split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/888117879","repostId":"2166377772","repostType":4,"repost":{"id":"2166377772","pubTimestamp":1631412043,"share":"https://www.laohu8.com/m/news/2166377772?lang=&edition=full","pubTime":"2021-09-12 10:00","market":"us","language":"en","title":"Got $1,000? 4 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2166377772","media":"Motley Fool","summary":"Strengthen your portfolio by following Warren Buffett's lead on these stocks.","content":"<p>When Warren Buffett took over <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,200 -- good for growth of approximately 2,226,200% across the stretch. With that kind of incredible performance, it's no wonder he's widely considered one of history's best investors.</p>\n<p>Berkshire stock's massive size means that its days of explosive growth are probably in the rearview, but investors will likely still be able to bank strong gains by following moves made by the company and its chief executive officer. Read on for a look at four Buffett-backed stocks that look primed to deliver wins over the long term.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7e64d08376131e83c6ddb13b24638e8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: The Motley Fool.</span></p>\n<h2>1. Berkshire Hathaway</h2>\n<p>If you want to replicate The Oracle of Omaha's investing strategy, the single best way to do it is owning Berkshire Hathaway stock. Led by Buffett, vice chairman Charlie Munger, and a team of expert analysts, Berkshire stands as one of the best-managed investment conglomerates of the last half-century.</p>\n<p>Berkshire Hathaway has sector-spanning investment holdings and a legendary management team, so buying its stock is a top way to add a combination of diversified, relatively low-risk holdings to your portfolio. Investing in the company provides a convenient, trustworthy vehicle for broad exposure to the stock market and an equity stake in other businesses and assets under Berkshire's corporate umbrella.</p>\n<p>In addition to the other stocks profiled in this article, Berkshire Hathaway gives investors exposure to companies including <b>Coca-Cola</b>, <b>Bank of America</b>, <b>American Express</b>, and many others. While Berkshire has a reputation for focusing on value plays in time-tested business categories, the company has gradually been shifting to accommodate a more tech-focused approach to investing. Buffett's and Munger's investing philosophy still plays a key role in shaping the company's direction, but Berkshire is also building positions in future-oriented tech players, and that should work to the advantage of long-term shareholders.</p>\n<h2>2. Apple</h2>\n<p><b>Apple</b> (NASDAQ:AAPL) stands as the single largest stock holding in the Berkshire Hathaway portfolio. While Buffett is known to have been generally averse to tech stocks due to their complicated businesses and growth-dependent valuations, that's started to change in recent years, and his company has been adding more tech stocks to its holdings. Berkshire's big investments in Apple can be seen as leading the company's emerging tech foundations.</p>\n<p>Apple has built one of the strongest brands in the consumer hardware space, and that's also paved the way for a robust software and subscription services ecosystem. Apple will likely continue to command forefront positions in the mobile hardware and software spaces, and it stands out as a likely beneficiary of emerging long-term growth trends, including wearable computing, 5G, and augmented reality.</p>\n<h2>3. Verizon</h2>\n<p>Buffett is known for liking businesses that have strong brand strength, and <b>Verizon</b> (NYSE:VZ) certainly ticks that box. The telecommunications company has America's largest wireless subscriber base, and it regularly wins awards for having the industry's best network coverage and customer service. With 5G availability still rolling out and phones that support next-generation network services just starting to become widely available, Verizon is likely in the early stages of benefiting from a major transition.</p>\n<p>And when it's time to roll out the next wireless network generations and leaps forward in upload and download speeds, there's a good chance that Verizon will continue to be at the forefront. Access to dependable, high-quality internet service will only become increasingly central to business and everyday life, and Verizon is a top candidate for benefiting from this long-term trend.</p>\n<h2>4. Amazon</h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) is one of the world's most influential companies, and it's likely that the tech giant will continue to improve and innovate. With leading positions in e-commerce and cloud infrastructure service, Amazon is at the forefront of incredibly important industries that have far-reaching connections to a huge range of businesses. The company has also used its strengths in online retail and data analysis to establish a third-place position in the digital advertising market, and it looks poised to continue benefiting from the ongoing growth of digital ads.</p>\n<p>The e-commerce, cloud computing services, and digital advertising industries still have long runways for growth, and there's a good chance that Amazon will be able to use its immense resources to expand into new growth categories that strengthen the overall business. The stock has already put up stellar performance, and it continues to offer an attractive risk-reward dynamic for long-term investors.</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>Got $1,000? 4 Buffett Stocks to Buy and Hold Forever</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\">\nGot $1,000? 4 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett took over Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/\">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.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166377772","content_text":"When Warren Buffett took over Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,200 -- good for growth of approximately 2,226,200% across the stretch. With that kind of incredible performance, it's no wonder he's widely considered one of history's best investors.\nBerkshire stock's massive size means that its days of explosive growth are probably in the rearview, but investors will likely still be able to bank strong gains by following moves made by the company and its chief executive officer. Read on for a look at four Buffett-backed stocks that look primed to deliver wins over the long term.\nImage source: The Motley Fool.\n1. Berkshire Hathaway\nIf you want to replicate The Oracle of Omaha's investing strategy, the single best way to do it is owning Berkshire Hathaway stock. Led by Buffett, vice chairman Charlie Munger, and a team of expert analysts, Berkshire stands as one of the best-managed investment conglomerates of the last half-century.\nBerkshire Hathaway has sector-spanning investment holdings and a legendary management team, so buying its stock is a top way to add a combination of diversified, relatively low-risk holdings to your portfolio. Investing in the company provides a convenient, trustworthy vehicle for broad exposure to the stock market and an equity stake in other businesses and assets under Berkshire's corporate umbrella.\nIn addition to the other stocks profiled in this article, Berkshire Hathaway gives investors exposure to companies including Coca-Cola, Bank of America, American Express, and many others. While Berkshire has a reputation for focusing on value plays in time-tested business categories, the company has gradually been shifting to accommodate a more tech-focused approach to investing. Buffett's and Munger's investing philosophy still plays a key role in shaping the company's direction, but Berkshire is also building positions in future-oriented tech players, and that should work to the advantage of long-term shareholders.\n2. Apple\nApple (NASDAQ:AAPL) stands as the single largest stock holding in the Berkshire Hathaway portfolio. While Buffett is known to have been generally averse to tech stocks due to their complicated businesses and growth-dependent valuations, that's started to change in recent years, and his company has been adding more tech stocks to its holdings. Berkshire's big investments in Apple can be seen as leading the company's emerging tech foundations.\nApple has built one of the strongest brands in the consumer hardware space, and that's also paved the way for a robust software and subscription services ecosystem. Apple will likely continue to command forefront positions in the mobile hardware and software spaces, and it stands out as a likely beneficiary of emerging long-term growth trends, including wearable computing, 5G, and augmented reality.\n3. Verizon\nBuffett is known for liking businesses that have strong brand strength, and Verizon (NYSE:VZ) certainly ticks that box. The telecommunications company has America's largest wireless subscriber base, and it regularly wins awards for having the industry's best network coverage and customer service. With 5G availability still rolling out and phones that support next-generation network services just starting to become widely available, Verizon is likely in the early stages of benefiting from a major transition.\nAnd when it's time to roll out the next wireless network generations and leaps forward in upload and download speeds, there's a good chance that Verizon will continue to be at the forefront. Access to dependable, high-quality internet service will only become increasingly central to business and everyday life, and Verizon is a top candidate for benefiting from this long-term trend.\n4. Amazon\nAmazon (NASDAQ:AMZN) is one of the world's most influential companies, and it's likely that the tech giant will continue to improve and innovate. With leading positions in e-commerce and cloud infrastructure service, Amazon is at the forefront of incredibly important industries that have far-reaching connections to a huge range of businesses. The company has also used its strengths in online retail and data analysis to establish a third-place position in the digital advertising market, and it looks poised to continue benefiting from the ongoing growth of digital ads.\nThe e-commerce, cloud computing services, and digital advertising industries still have long runways for growth, and there's a good chance that Amazon will be able to use its immense resources to expand into new growth categories that strengthen the overall business. The stock has already put up stellar performance, and it continues to offer an attractive risk-reward dynamic for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881588089,"gmtCreate":1631363370841,"gmtModify":1631891460298,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"This is totally very possible.","listText":"This is totally very possible.","text":"This is totally very possible.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881588089","repostId":"1170700790","repostType":4,"repost":{"id":"1170700790","pubTimestamp":1631320067,"share":"https://www.laohu8.com/m/news/1170700790?lang=&edition=full","pubTime":"2021-09-11 08:27","market":"us","language":"en","title":"Here's Why Nvidia Will Surpass Apple's Valuation In 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1170700790","media":"Seeking Alpha","summary":"Summary\n\nWe believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy,","content":"<p><b>Summary</b></p>\n<ul>\n <li>We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP.</li>\n <li>Last year, Nvidia released the Ampere architecture and A100 GPU as an upgrade from the Volta architecture.</li>\n <li>Nvidia's gaming and data center segments are inching closer with gaming revenue at $3.06 billion, up 85 percent year-over-year, and data center revenue at $2.37 billion, up 35 percent year-over-year.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69fd20cc458408d7fdf259ddc1189fa7\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>gorodenkoff/iStock via Getty Images</span></p>\n<p>Nvidia&nbsp;has a market cap of roughly $550 billion compared to Apple’s&nbsp;nearly $2.5 trillion. We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add&nbsp;an estimated $15 trillion&nbsp;to GDP. This is compared to the mobile economy that brought us the majority of the gains in Apple, Google&nbsp;and Facebook(NASDAQ:FB), and&nbsp;contributes $4.4 trillion&nbsp;to GDP. For comparison purposes, AI contributes $2 trillion to GDP as of 2018.</p>\n<p>While mobile was primarily consumer, and some enterprise with bring-your-own-device, artificial intelligence will touch every aspect of both industry and commerce, including consumer, enterprise, and small-to-medium sized businesses, and will do so by disrupting every vertical similar to cloud. To be more specific, AI will be similar to cloud by blazing a path that is defined by lowering costs and increasing productivity.</p>\n<p>I have a strong record on Nvidia including when I stated the sell-off in 2018 was overblown and missing the bigger picture as&nbsp;Nvidia has two impenetrable moats: Developer adoption and the GPU-powered cloud. This was when headlines were focused exclusively on Nvidia’s gaming segment and GPU sales for crypto mining.</p>\n<p>Although Nvidia’s stock is doing very well this year, this has been a fairly contrarian stance in the past. Not only was Nvidia wearing the dunce hat in 2018, but in August of 2019, the GPU data center revenue&nbsp;was flat to declining sequentially for three quarters, and in fiscal Q3 2020, also declined YoY (calendar Q4 2019). We established and defended our thesis on the data center as Nvidia clawed its way back in price through China tensions, supply shortages, threats of custom silicon from big tech, cyclical capex spending, and on whether the Arm acquisition will be approved.</p>\n<p>Suffice to say, three years later and Nvidia is no longer a contrarian stock as it once was during the crypto bust. Yet, the long-term durability is still being debated - it’s a semiconductor company after all - best to stick with software, right?<i>Right</i>? Not to mention, some institutions are still holding out for Intel. Imagine being the tech analyst at those funds (if they’re still employed!).</p>\n<blockquote>\n <i>Nvidia is already the universal platform for development, but this won’t become obvious until innovation in artificial intelligence matures. Developers are programming the future of artificial intelligence applications on Nvidia because GPUs are easier and more flexible than customized TPU chips from Google or FGPA chips used by Microsoft (from Xilinx). Meanwhile, Intel’s CPU chips will struggle to compete as artificial intelligence applications and machine learning inferencing move to the cloud. Intel is trying to catch-up but Nvidia continues to release more powerful GPUs – and cloud providers such as Amazon, Microsoft and Google cannot risk losing the competitive advantage that comes with Nvidia’s technology.</i>\n</blockquote>\n<blockquote>\n <i>The Turing T4 GPU from Nvidia should start to show up in earnings soon, and the real-time ray-tracing RTX chips will keep gaming revenue strong when there is more adoption in 6-12 months. Nvidia is a company that has reported big earnings beats, with average upside potential of 33.35 percent to estimates in the last four quarters. Data center revenue stands at 24% and is rapidly growing.</i>\n <b><i>When artificial intelligence matures, you can expect data center revenue to be Nvidia’s top revenue segment</i></b>\n <i>. Despite the corrections we’ve seen in the technology sector, and with Nvidia stock specifically, investors who remain patient will have a sizeable return in the future.”</i>\n</blockquote>\n<p>Notably, the stock is up 335% since my thesis was first published – a notable amount for a mega-cap stock and nearly 2-3X more returns than any FAAMG in the same period. This is important because I expect this trend to continue until Nvidia has surpassed all FAAMG valuations.</p>\n<p><img src=\"https://static.tigerbbs.com/1749a1f035c6b5cdb28479d89f9a9382\" tg-width=\"640\" tg-height=\"464\" width=\"100%\" height=\"auto\"></p>\n<p>Below, we discuss the Ampere architecture and A100 GPUs, the Enterprise AI Suite and an update on the Arm acquisition. These are some of the near-term stepping stones that will help sustain Nvidia’s price in the coming year. We are also bullish on the Metaverse with Nvidia specifically but will leave that for a separate analysis in the coming month.</p>\n<p>Nvidia Not Standing Still with Ampere Architecture and A100 GPU</p>\n<blockquote>\n <i>“Nvidia’s acceleration may happen one or two years earlier as they are the core piece in the stack that is required for the computing power for the front-runners referenced in the graph above. There is a chance Nvidia reflects data center growth as soon as 2020-2021.”</i>-published August 2019,Source\n</blockquote>\n<p>Last year, Nvidia released the Ampere architecture and A100 GPU as an upgrade from the Volta architecture. The A100 GPUs are able to unify training and inference on a single chip, whereas in the past Nvidia’s GPUs were mainly used for training. This allows Nvidia a competitive advantage by offering both training and inferencing. The result is a 20x performance boost from a multi-instance GPU that allows many GPUs to look like one GPU. The A100 offers the largest leap in performance to date over the past eight generations.</p>\n<p>At the onset, the A100 was deployed by the world’s leading cloud service providers and system builders, including Alibaba Cloud, Amazon Web Services, Baidu Cloud, Dell Technologies, Google Cloud Platform, HPE and Microsoft Azure, among others. It's also getting adopted by several supercomputing centers, including the National Energy Research Scientific Computing Center and the Jülich Supercomputing Centre in Germany and Argonne National Laboratory.</p>\n<p>One year later and the Ampere architecture is becoming one of the best-selling GPU architectures in the company’s history. This quarter, Microsoft Azure recently&nbsp;announced&nbsp;the availability of Azure ND A100 v4 Cloud GPU which is powered by Nvidia A100 Tensor Core GPUs. The company claims it to be the fastest public cloud supercomputer. The news follows the launch by Amazon Web Services and Google Cloud general availability in prior quarters. The company has been&nbsp;extending&nbsp;its leadership in supercomputing. The latest top 500 list shows that Nvidia power 342 of the world’s top 500 supercomputers, including 70 percent of all new systems and eight of the top 10. This is a remarkable update from the company.</p>\n<p>Ampere architecture-powered laptop&nbsp;demand&nbsp;has also been solid as OEM’s adopted Ampere Architecture GPUs in a record number of designs. It also features the third-generation Max-Q power optimization technology enabling ultrathin designs. The Ampere architecture product cycle for gaming has also been robust, driven by RTX’s real-time ray tracing.</p>\n<p>In the area of GPU acceleration, Nvidia is&nbsp;working with Apache Spark&nbsp;to release Spark 3.0 run on Databricks. Apache Spark is the industry’s largest open source data analytics platform. The results are a 7x performance improvement and 90 percent cost savings in an initial test. Databricks and Google Cloud Dataproc are the first to offer Spark with GPU acceleration, which also opens up Nvidia for data analytics.</p>\n<p>The demand has been strong for the company’s products which have exceeded supply. In the&nbsp;earnings call, Jensen Huang&nbsp;<i>mentioned:</i></p>\n<blockquote>\n <i>“And so I would expect that we will see a supply-constrained environment for the vast majority of next year is my guess at the moment.”</i>However, he assured that they have secured enough supplies to meet the growth plans for the second half of this year when he said,\n <i>“We expect to be able to achieve our Company's growth plans for next year.”</i>\n</blockquote>\n<p><b>Virtual Machines for AI Workloads</b></p>\n<p>Virtualization allows companies to use software to expand the capabilities of physical servers onto a virtual system. VMWare is popular with IT departments as the platform allows companies to run many virtual machines on one server and networks can be virtualized to allow applications to function independently from hardware or to share data between computers. The storage, network and compute offered through full-scale virtual machines and Kubernetes instances for cloud-hosted applications comes with third-party support, making VMWare an unbeatable solution for enterprises.</p>\n<p>Therefore, it makes sense Nvidia would choose VMWare’s vSphere as a partner on the Enterprise AI Suite, which is a cloud-native suite that plugs into VMWare’s existing footprint to help scale AI applications and workloads. As pointed out by the&nbsp;write-up by IDC, many IT organizations struggle to support AI workloads as they do not scale as deep learning training and AI inferencing is very data hungry and requires more memory bandwidth than what standard infrastructures are capable of. CPUs are also not as efficient as GPUs, which have parallel processing. Although developers and data scientists can leverage the public cloud for the more performance-demanding instances, there are latency issues with where the data repositories are stored (typically on-premise).</p>\n<p>The result is that IT organizations and developers can deploy virtual machines with accelerated AI computing where previously this was only done with bare metal servers. This allows for departments to scale and pay only for workloads that are accelerated with Nvidia capitalizing on licensing and support costs. Nvidia’s AI Enterprise targets customers who are starting out with new enterprise applications or deploying more enterprise applications and require a GPU. As enterprise customers of the Enterprise AI Suite mature and require larger training workloads, it’s likely they will upgrade to the GPU-powered cloud.</p>\n<p>Subscription licenses start at $2,000 per CPU socket for one year and it includes standard business support five days a week. The software also will be supported with a perpetual license of $3,595, but support is extra. You also have the option to have to get 24x7 support with additional charges.According&nbsp;to IDC, companies are on track to spend a combined nearly $342 billion on AI software, hardware, and services like AI Enterprise in 2021. So, the market is huge and Nvidia is expecting a significant business.</p>\n<p>Nvidia also announced Base Command, which is a development hub to move AI projects from prototype to production. Fleet Command is a managed edge AI software SaaS offering that allows companies to deploy AI applications from a central location with real-time processing at the edge. Companies&nbsp;like Everseen&nbsp;use these products to help retailers manage inventory and for supply chain automation.</p>\n<p><b>Fiscal Q2 Earnings and More on the Arm Acquisition:</b></p>\n<p>Over the past year, there have been some quarters where data center revenue&nbsp;exceeded gaming, while in the most recent quarter, the two segments are inching closer with gaming revenue at $3.06 billion, up 85 percent year-over-year, and data center revenue at $2.37 billion, up 35 percent year-over-year.</p>\n<p>It was good timing for Jensen Huang to appear in a fully rendered kitchen for the GTC keynote as the professional visualization segment was up 156% year-over-year and 40% quarter-over-quarter. Not surprisingly, automotive was down 1% sequentially although up 37% year-over-year.</p>\n<p>Gross margins were 64.8% when compared to 58.8% for the same period last year, which per management “reflected the absence of certain Mellanox acquisition-related costs.” Adjusted gross margins were 66.7%, up 70 basis points, and net income increased 282% YoY to $2.4 billion or $0.94 per share compared to $0.25 for the same period last year.</p>\n<p>Adjusted net income increased by 92% YoY to $2.6 billion or $1.04 per share compared to $0.55 for the same period last year.</p>\n<p>The company&nbsp;had&nbsp;a record cash flow from operation of $2.7 billion and ended the quarter with cash and marketable securities of $19.7 billion and $12 billion in debt. It returned $100 million to the shareholders in the form of dividends. It also completed the announced four-for-one split of its common stock.</p>\n<p>The company is guiding for third quarter fiscal revenue of $6.8 billion with adjusted margins of 67%. This represents growth of 44% and with the “lion’s share” of sequential growth driven by the data center.</p>\n<p>We’ve covered the Arm acquisition extensively with in a full-length analysis you can find here on Why the&nbsp;Nvidia-Arm acquisition Should Be Approved. In the analysis, we point toward why we are positive on the deal, as despite Arm’s extremely valuable IP, the company makes very little revenue for powering 90% of the world’s mobile processors/smartphones (therefore, it needs to be a strategic target). We also argue that the idea of Arm being neutral in a competitive industry is idealistic, and to block innovation at its most crucial point would be counterproductive for the governments reviewing the deal. We also discuss how the Arm acquisition will help facilitate Nvidia’s move towards edge devices.</p>\n<p>In the recent&nbsp;earnings call, CFO Colette Kress reiterated that the Arm deal is a positive for both the companies and its customers as Nvidia can help expand Arm’s IP into new markets like the Data Center and IoT. Specifically, the CFO stated, “We are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.”</p>\n<p><b>Conclusion:</b></p>\n<p>The conclusion to my analysis is the same as the introduction, which is that I believe Nvidia is capable of out-performing all five FAAMG stocks and will surpass even Apple’s valuation in the next five years.</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>Here's Why Nvidia Will Surpass Apple's Valuation In 5 Years</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\">\nHere's Why Nvidia Will Surpass Apple's Valuation In 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4454306-heres-why-nvidia-will-surpass-apples-valuation-in-5-years><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWe believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP.\nLast year, Nvidia released the Ampere architecture...</p>\n\n<a href=\"https://seekingalpha.com/article/4454306-heres-why-nvidia-will-surpass-apples-valuation-in-5-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4454306-heres-why-nvidia-will-surpass-apples-valuation-in-5-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170700790","content_text":"Summary\n\nWe believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP.\nLast year, Nvidia released the Ampere architecture and A100 GPU as an upgrade from the Volta architecture.\nNvidia's gaming and data center segments are inching closer with gaming revenue at $3.06 billion, up 85 percent year-over-year, and data center revenue at $2.37 billion, up 35 percent year-over-year.\n\ngorodenkoff/iStock via Getty Images\nNvidia has a market cap of roughly $550 billion compared to Apple’s nearly $2.5 trillion. We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP. This is compared to the mobile economy that brought us the majority of the gains in Apple, Google and Facebook(NASDAQ:FB), and contributes $4.4 trillion to GDP. For comparison purposes, AI contributes $2 trillion to GDP as of 2018.\nWhile mobile was primarily consumer, and some enterprise with bring-your-own-device, artificial intelligence will touch every aspect of both industry and commerce, including consumer, enterprise, and small-to-medium sized businesses, and will do so by disrupting every vertical similar to cloud. To be more specific, AI will be similar to cloud by blazing a path that is defined by lowering costs and increasing productivity.\nI have a strong record on Nvidia including when I stated the sell-off in 2018 was overblown and missing the bigger picture as Nvidia has two impenetrable moats: Developer adoption and the GPU-powered cloud. This was when headlines were focused exclusively on Nvidia’s gaming segment and GPU sales for crypto mining.\nAlthough Nvidia’s stock is doing very well this year, this has been a fairly contrarian stance in the past. Not only was Nvidia wearing the dunce hat in 2018, but in August of 2019, the GPU data center revenue was flat to declining sequentially for three quarters, and in fiscal Q3 2020, also declined YoY (calendar Q4 2019). We established and defended our thesis on the data center as Nvidia clawed its way back in price through China tensions, supply shortages, threats of custom silicon from big tech, cyclical capex spending, and on whether the Arm acquisition will be approved.\nSuffice to say, three years later and Nvidia is no longer a contrarian stock as it once was during the crypto bust. Yet, the long-term durability is still being debated - it’s a semiconductor company after all - best to stick with software, right?Right? Not to mention, some institutions are still holding out for Intel. Imagine being the tech analyst at those funds (if they’re still employed!).\n\nNvidia is already the universal platform for development, but this won’t become obvious until innovation in artificial intelligence matures. Developers are programming the future of artificial intelligence applications on Nvidia because GPUs are easier and more flexible than customized TPU chips from Google or FGPA chips used by Microsoft (from Xilinx). Meanwhile, Intel’s CPU chips will struggle to compete as artificial intelligence applications and machine learning inferencing move to the cloud. Intel is trying to catch-up but Nvidia continues to release more powerful GPUs – and cloud providers such as Amazon, Microsoft and Google cannot risk losing the competitive advantage that comes with Nvidia’s technology.\n\n\nThe Turing T4 GPU from Nvidia should start to show up in earnings soon, and the real-time ray-tracing RTX chips will keep gaming revenue strong when there is more adoption in 6-12 months. Nvidia is a company that has reported big earnings beats, with average upside potential of 33.35 percent to estimates in the last four quarters. Data center revenue stands at 24% and is rapidly growing.\nWhen artificial intelligence matures, you can expect data center revenue to be Nvidia’s top revenue segment\n. Despite the corrections we’ve seen in the technology sector, and with Nvidia stock specifically, investors who remain patient will have a sizeable return in the future.”\n\nNotably, the stock is up 335% since my thesis was first published – a notable amount for a mega-cap stock and nearly 2-3X more returns than any FAAMG in the same period. This is important because I expect this trend to continue until Nvidia has surpassed all FAAMG valuations.\n\nBelow, we discuss the Ampere architecture and A100 GPUs, the Enterprise AI Suite and an update on the Arm acquisition. These are some of the near-term stepping stones that will help sustain Nvidia’s price in the coming year. We are also bullish on the Metaverse with Nvidia specifically but will leave that for a separate analysis in the coming month.\nNvidia Not Standing Still with Ampere Architecture and A100 GPU\n\n“Nvidia’s acceleration may happen one or two years earlier as they are the core piece in the stack that is required for the computing power for the front-runners referenced in the graph above. There is a chance Nvidia reflects data center growth as soon as 2020-2021.”-published August 2019,Source\n\nLast year, Nvidia released the Ampere architecture and A100 GPU as an upgrade from the Volta architecture. The A100 GPUs are able to unify training and inference on a single chip, whereas in the past Nvidia’s GPUs were mainly used for training. This allows Nvidia a competitive advantage by offering both training and inferencing. The result is a 20x performance boost from a multi-instance GPU that allows many GPUs to look like one GPU. The A100 offers the largest leap in performance to date over the past eight generations.\nAt the onset, the A100 was deployed by the world’s leading cloud service providers and system builders, including Alibaba Cloud, Amazon Web Services, Baidu Cloud, Dell Technologies, Google Cloud Platform, HPE and Microsoft Azure, among others. It's also getting adopted by several supercomputing centers, including the National Energy Research Scientific Computing Center and the Jülich Supercomputing Centre in Germany and Argonne National Laboratory.\nOne year later and the Ampere architecture is becoming one of the best-selling GPU architectures in the company’s history. This quarter, Microsoft Azure recently announced the availability of Azure ND A100 v4 Cloud GPU which is powered by Nvidia A100 Tensor Core GPUs. The company claims it to be the fastest public cloud supercomputer. The news follows the launch by Amazon Web Services and Google Cloud general availability in prior quarters. The company has been extending its leadership in supercomputing. The latest top 500 list shows that Nvidia power 342 of the world’s top 500 supercomputers, including 70 percent of all new systems and eight of the top 10. This is a remarkable update from the company.\nAmpere architecture-powered laptop demand has also been solid as OEM’s adopted Ampere Architecture GPUs in a record number of designs. It also features the third-generation Max-Q power optimization technology enabling ultrathin designs. The Ampere architecture product cycle for gaming has also been robust, driven by RTX’s real-time ray tracing.\nIn the area of GPU acceleration, Nvidia is working with Apache Spark to release Spark 3.0 run on Databricks. Apache Spark is the industry’s largest open source data analytics platform. The results are a 7x performance improvement and 90 percent cost savings in an initial test. Databricks and Google Cloud Dataproc are the first to offer Spark with GPU acceleration, which also opens up Nvidia for data analytics.\nThe demand has been strong for the company’s products which have exceeded supply. In the earnings call, Jensen Huang mentioned:\n\n“And so I would expect that we will see a supply-constrained environment for the vast majority of next year is my guess at the moment.”However, he assured that they have secured enough supplies to meet the growth plans for the second half of this year when he said,\n “We expect to be able to achieve our Company's growth plans for next year.”\n\nVirtual Machines for AI Workloads\nVirtualization allows companies to use software to expand the capabilities of physical servers onto a virtual system. VMWare is popular with IT departments as the platform allows companies to run many virtual machines on one server and networks can be virtualized to allow applications to function independently from hardware or to share data between computers. The storage, network and compute offered through full-scale virtual machines and Kubernetes instances for cloud-hosted applications comes with third-party support, making VMWare an unbeatable solution for enterprises.\nTherefore, it makes sense Nvidia would choose VMWare’s vSphere as a partner on the Enterprise AI Suite, which is a cloud-native suite that plugs into VMWare’s existing footprint to help scale AI applications and workloads. As pointed out by the write-up by IDC, many IT organizations struggle to support AI workloads as they do not scale as deep learning training and AI inferencing is very data hungry and requires more memory bandwidth than what standard infrastructures are capable of. CPUs are also not as efficient as GPUs, which have parallel processing. Although developers and data scientists can leverage the public cloud for the more performance-demanding instances, there are latency issues with where the data repositories are stored (typically on-premise).\nThe result is that IT organizations and developers can deploy virtual machines with accelerated AI computing where previously this was only done with bare metal servers. This allows for departments to scale and pay only for workloads that are accelerated with Nvidia capitalizing on licensing and support costs. Nvidia’s AI Enterprise targets customers who are starting out with new enterprise applications or deploying more enterprise applications and require a GPU. As enterprise customers of the Enterprise AI Suite mature and require larger training workloads, it’s likely they will upgrade to the GPU-powered cloud.\nSubscription licenses start at $2,000 per CPU socket for one year and it includes standard business support five days a week. The software also will be supported with a perpetual license of $3,595, but support is extra. You also have the option to have to get 24x7 support with additional charges.According to IDC, companies are on track to spend a combined nearly $342 billion on AI software, hardware, and services like AI Enterprise in 2021. So, the market is huge and Nvidia is expecting a significant business.\nNvidia also announced Base Command, which is a development hub to move AI projects from prototype to production. Fleet Command is a managed edge AI software SaaS offering that allows companies to deploy AI applications from a central location with real-time processing at the edge. Companies like Everseen use these products to help retailers manage inventory and for supply chain automation.\nFiscal Q2 Earnings and More on the Arm Acquisition:\nOver the past year, there have been some quarters where data center revenue exceeded gaming, while in the most recent quarter, the two segments are inching closer with gaming revenue at $3.06 billion, up 85 percent year-over-year, and data center revenue at $2.37 billion, up 35 percent year-over-year.\nIt was good timing for Jensen Huang to appear in a fully rendered kitchen for the GTC keynote as the professional visualization segment was up 156% year-over-year and 40% quarter-over-quarter. Not surprisingly, automotive was down 1% sequentially although up 37% year-over-year.\nGross margins were 64.8% when compared to 58.8% for the same period last year, which per management “reflected the absence of certain Mellanox acquisition-related costs.” Adjusted gross margins were 66.7%, up 70 basis points, and net income increased 282% YoY to $2.4 billion or $0.94 per share compared to $0.25 for the same period last year.\nAdjusted net income increased by 92% YoY to $2.6 billion or $1.04 per share compared to $0.55 for the same period last year.\nThe company had a record cash flow from operation of $2.7 billion and ended the quarter with cash and marketable securities of $19.7 billion and $12 billion in debt. It returned $100 million to the shareholders in the form of dividends. It also completed the announced four-for-one split of its common stock.\nThe company is guiding for third quarter fiscal revenue of $6.8 billion with adjusted margins of 67%. This represents growth of 44% and with the “lion’s share” of sequential growth driven by the data center.\nWe’ve covered the Arm acquisition extensively with in a full-length analysis you can find here on Why the Nvidia-Arm acquisition Should Be Approved. In the analysis, we point toward why we are positive on the deal, as despite Arm’s extremely valuable IP, the company makes very little revenue for powering 90% of the world’s mobile processors/smartphones (therefore, it needs to be a strategic target). We also argue that the idea of Arm being neutral in a competitive industry is idealistic, and to block innovation at its most crucial point would be counterproductive for the governments reviewing the deal. We also discuss how the Arm acquisition will help facilitate Nvidia’s move towards edge devices.\nIn the recent earnings call, CFO Colette Kress reiterated that the Arm deal is a positive for both the companies and its customers as Nvidia can help expand Arm’s IP into new markets like the Data Center and IoT. Specifically, the CFO stated, “We are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.”\nConclusion:\nThe conclusion to my analysis is the same as the introduction, which is that I believe Nvidia is capable of out-performing all five FAAMG stocks and will surpass even Apple’s valuation in the next five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814100981,"gmtCreate":1630774512743,"gmtModify":1631891460310,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Glad that this is finally being pointed out.","listText":"Glad that this is finally being pointed out.","text":"Glad that this is finally being pointed out.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/814100981","repostId":"2164872245","repostType":4,"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814374704,"gmtCreate":1630774223808,"gmtModify":1631891460323,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Nice article. Not all hedge funds and shortists are bad actually.&nbsp;","listText":"Nice article. Not all hedge funds and shortists are bad actually.&nbsp;","text":"Nice article. Not all hedge funds and shortists are bad actually.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/814374704","repostId":"1189766406","repostType":4,"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810126915,"gmtCreate":1629954296837,"gmtModify":1631891460331,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Yes, to the moon pls.","listText":"Yes, to the moon pls.","text":"Yes, to the moon pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810126915","repostId":"1197918153","repostType":4,"repost":{"id":"1197918153","pubTimestamp":1629948466,"share":"https://www.laohu8.com/m/news/1197918153?lang=&edition=full","pubTime":"2021-08-26 11:27","market":"us","language":"en","title":"AMC Stock: Running Of The Bulls Knocks Short Sellers Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1197918153","media":"Thestreet","summary":"The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimis","content":"<p>The August 24 trading session provided AMC stock&nbsp;(<b>AMC</b>) -Get Report&nbsp;owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also positive, AMC surged 20% and finally broke into the $40 levels once again.</p>\n<p>Not yet satisfied, ambitious apes still believe that the recent move in AMC is just the tip of the iceberg, and that the path to the moon is gradually being paved. Wall Street Memes reviews AMC stock’s recent performance.</p>\n<h3>Broad market strength</h3>\n<p>The US stock market had a record-breaking dayon August 24. In a week marked by chatter around monetary policy and the Jackson Hole symposium, vaccine approval news and the Chinese market’s retraction helped to fuel the market’s euphoria in the US.</p>\n<p>AMC trading volume reached about 220 million shares on August 24, more than double the average 10-day metric.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1cc490ca24ca006f0cad2c9b785eb27\" tg-width=\"1200\" tg-height=\"595\" width=\"100%\" height=\"auto\"><span>Figure 1: AMC historical data and trading volume.</span></p>\n<h3>Bullish drivers</h3>\n<p>AMC’s popularity across the main online discussion boards remains at peak levels. The top meme stock’s performance mirrored WallStreetBets’ commentary volume, although correlation does not necessarily mean causation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81369ea6c61e3992aad71b0bb2d24e20\" tg-width=\"1200\" tg-height=\"609\" width=\"100%\" height=\"auto\"><span>Figure 2: WSB ticker sentiment - AMC.Swaggy Stocks</span></p>\n<p>Short interest remains elevated and on the rise, at around 18% according to&nbsp;Yahoo Finance.&nbsp;Also, Wall Street analysts' bearishness towards the stock has served as fuel for defying AMC apes in their quest to squeeze short sellers out.</p>\n<p>The company’s recent financial performance may also be playing a role in stock price action. The&nbsp;above-expectations Q2 earnings report, which pointed at a scenario of post-pandemic recovery for AMC, reinforces the fundamentalist thesis. Keep in mind, however, that meme mania has much more to do with momentum and market dynamics than with business fundamentals.</p>\n<h3>SEC looking closely at dark pools</h3>\n<p>One of the biggest complaints and concerns of AMC shareholders is the lack of transparency in the market. There seems to be a consensus among the ape community that dark pool activities and naked short selling could be hampering AMC's ride to new highs.</p>\n<p>Recently, SEC Chair Gay Genslerspoke directly on the matter, stating that the agency is looking closely at dark pool activities&nbsp;to protect investors. While no firm action has been taken yet, the SEC’s willingness to address the issue can be seen as positive news.</p>\n<h3>Short sellers get slapped</h3>\n<p>With over 92 million AMC shares currently shorted, sellers have racked up billions of dollars in losses since meme mania emerged. The latest data&nbsp;provided&nbsp;by third-party research reveals that, as of July 20, shorts had incurred year-to-date losses of $3.8 billion.</p>\n<p>Short seller losses are probably even higher now, since AMC stock has spiked 20% in August alone. Amid a new wave of optimism, bears might be playing with fire. How long will they withstand the upward pressures? Apes’ bet: not very long.</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>AMC Stock: Running Of The Bulls Knocks Short Sellers Down</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: Running Of The Bulls Knocks Short Sellers Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down\">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.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197918153","content_text":"The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also positive, AMC surged 20% and finally broke into the $40 levels once again.\nNot yet satisfied, ambitious apes still believe that the recent move in AMC is just the tip of the iceberg, and that the path to the moon is gradually being paved. Wall Street Memes reviews AMC stock’s recent performance.\nBroad market strength\nThe US stock market had a record-breaking dayon August 24. In a week marked by chatter around monetary policy and the Jackson Hole symposium, vaccine approval news and the Chinese market’s retraction helped to fuel the market’s euphoria in the US.\nAMC trading volume reached about 220 million shares on August 24, more than double the average 10-day metric.\nFigure 1: AMC historical data and trading volume.\nBullish drivers\nAMC’s popularity across the main online discussion boards remains at peak levels. The top meme stock’s performance mirrored WallStreetBets’ commentary volume, although correlation does not necessarily mean causation.\nFigure 2: WSB ticker sentiment - AMC.Swaggy Stocks\nShort interest remains elevated and on the rise, at around 18% according to Yahoo Finance. Also, Wall Street analysts' bearishness towards the stock has served as fuel for defying AMC apes in their quest to squeeze short sellers out.\nThe company’s recent financial performance may also be playing a role in stock price action. The above-expectations Q2 earnings report, which pointed at a scenario of post-pandemic recovery for AMC, reinforces the fundamentalist thesis. Keep in mind, however, that meme mania has much more to do with momentum and market dynamics than with business fundamentals.\nSEC looking closely at dark pools\nOne of the biggest complaints and concerns of AMC shareholders is the lack of transparency in the market. There seems to be a consensus among the ape community that dark pool activities and naked short selling could be hampering AMC's ride to new highs.\nRecently, SEC Chair Gay Genslerspoke directly on the matter, stating that the agency is looking closely at dark pool activities to protect investors. While no firm action has been taken yet, the SEC’s willingness to address the issue can be seen as positive news.\nShort sellers get slapped\nWith over 92 million AMC shares currently shorted, sellers have racked up billions of dollars in losses since meme mania emerged. The latest data provided by third-party research reveals that, as of July 20, shorts had incurred year-to-date losses of $3.8 billion.\nShort seller losses are probably even higher now, since AMC stock has spiked 20% in August alone. Amid a new wave of optimism, bears might be playing with fire. How long will they withstand the upward pressures? Apes’ bet: not very long.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810128344,"gmtCreate":1629954174288,"gmtModify":1631891460345,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Both have their valid points. Personally would think Burry is right in near term, and Cathie is right in far term. The&nbsp;critical thing is whether these innovation-based businesses can live up to their names and survive over time.","listText":"Both have their valid points. Personally would think Burry is right in near term, and Cathie is right in far term. The&nbsp;critical thing is whether these innovation-based businesses can live up to their names and survive over time.","text":"Both have their valid points. Personally would think Burry is right in near term, and Cathie is right in far term. The critical thing is whether these innovation-based businesses can live up to their names and survive over time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810128344","repostId":"1101434650","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}