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- MKCYMKCY
  ·2021-06-28
  Go go
  Palantir: The Mass Exodus
  Summary Short interest in Palantir dropped by 23.8% in the latest cycle. Even though Palantir conti
  Palantir: The Mass Exodus
  47 评论
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- MKCYMKCY
  ·2021-06-15
  Buy!
  非常抱歉，此主贴已删除
  90 评论
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- MKCYMKCY
  ·2021-06-15
  Alright..
  Nvidia's Crypto Concerns Are Cancelled, Gaming To Reign Supreme
  Summary Nvidia's massive FQ2 guidance raise brings bears (back) to the crypto talking point. But if
  Nvidia's Crypto Concerns Are Cancelled, Gaming To Reign Supreme
  130 评论
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- MKCYMKCY
  ·2021-06-15
  Nice info!
  非常抱歉，此主贴已删除
  413 评论
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- MKCYMKCY
  ·2021-06-13
  Nice
  S&P ekes out gains to close languid week
  NEW YORK, June 11 - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th
  S&P ekes out gains to close languid week
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- MKCYMKCY
  ·2021-06-12
  Hope for good news.
  Moderna Says No Link Between COVID-19 Jab And Heart Inflammation
  Moderna Inc (NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and ca
  Moderna Says No Link Between COVID-19 Jab And Heart Inflammation
  122 评论
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Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p>\n<p><b>The Data</b></p>\n<p>I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p>\n<p>In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p>\n<p><img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p>\n<p>Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p>\n<p>But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p>\n<p><b>Cautious for Good Reason</b></p>\n<p>As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p>\n<p>But don't take my word for it.</p>\n<p>The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p>\n<p><img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p>\n<p>There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p>\n<p>Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p>\n<p>So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p>\n<p><b>Final Thoughts</b></p>\n<p>I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p>\n<p>Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p>\n<p>This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</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>Palantir: The Mass Exodus</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\">\nPalantir: The Mass Exodus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436907-palantir-the-mass-exodus><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436907-palantir-the-mass-exodus\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4436907-palantir-the-mass-exodus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105982179","content_text":"Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.\nThe stock could rally further.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.\nThe Data\nI'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.\nIn Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.\n\nNext, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.\n(Source: BusinessQuant.com, Wsj.com)\nMoreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.\nBut this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?\nCautious for Good Reason\nAs I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.\nBut don't take my word for it.\nThe community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.\n\nThere's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.\nLastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.\nSo, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.\n(Source: Business Quant.com)\nFinal Thoughts\nI'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.\nHaving said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.\nThis active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187165557,"gmtCreate":1623747189279,"gmtModify":1634029201049,"author":{"id":"3570592485783636","authorId":"3570592485783636","name":"MKCY","avatar":"https://static.tigerbbs.com/8c03488d7da7dd43e520c98e3fae3e17","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570592485783636","authorIdStr":"3570592485783636"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187165557","repostId":"1155798913","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187162388,"gmtCreate":1623747140744,"gmtModify":1634029202229,"author":{"id":"3570592485783636","authorId":"3570592485783636","name":"MKCY","avatar":"https://static.tigerbbs.com/8c03488d7da7dd43e520c98e3fae3e17","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570592485783636","authorIdStr":"3570592485783636"},"themes":[],"htmlText":"Alright..","listText":"Alright..","text":"Alright..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187162388","repostId":"1130157766","repostType":4,"repost":{"id":"1130157766","kind":"news","pubTimestamp":1623743342,"share":"https://www.laohu8.com/m/news/1130157766?lang=&edition=full","pubTime":"2021-06-15 15:49","market":"us","language":"en","title":"Nvidia's Crypto Concerns Are Cancelled, Gaming To Reign Supreme","url":"https://stock-news.laohu8.com/highlight/detail?id=1130157766","media":"seekingalpha","summary":"Summary\n\nNvidia's massive FQ2 guidance raise brings bears (back) to the crypto talking point.\nBut if","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia's massive FQ2 guidance raise brings bears (back) to the crypto talking point.</li>\n <li>But if they move to crypto, they admit RTX 3000 series cards have been selling in droves - negating any paper launch theories.</li>\n <li>Management, though, is now becoming much more transparent with crypto revenue as it dives directly into the growing market.</li>\n <li>The market can now assess the at-risk revenue and understand the risk-adjusted return for Nvidia, which is why the stock has risen in the face of growing crypto revenue.</li>\n <li>There won't be any cannibalizing of Gaming division revenue as gamers will now take up the slack with RTX 30XX making up less than 4% of the market.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00e894af87a4cdb30b9a1f647d2ee42d\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>StefaNikolic/E+ via Getty Images</span></p>\n<p>Another record quarter was put on the table just over two weeks ago when Nvidia (NVDA) announced even better revenue than even it anticipated&nbsp;in a late quarter update. But the guide was even more out of this world, showing analysts they're way off base in their models. This is causing the bears to move from one argument to another as each gets debunked through raw financial numbers. But now they're walking into a crypto debate where the bulls have more transparency and data on their side than any other time. Unfortunately, the crypto bear thesis is not the one to take this time around. Gaming revenue growth will not slow as there's a huge RTX 3000 series opportunity with less than 4% of the GPU market share, just as supply receives a much-needed reprieve with crypto migrating to a new SKU altogether. The market appreciates the mitigated risk with crypto revenue transparency, allowing the stock to sustain a premium valuation.</p>\n<p><b>Paper Launch, Remember?</b></p>\n<p>At first, the bears postulated the RTX 3000 series debut was a paper launch because there was such limited supply. Gamers across the internet were up in arms because so few cards could be bought, sold out everywhere. Limited supply has continued to plague the 3000 series since then.</p>\n<p>But Gaming revenue has gone from $1.65B before the RTX 3000 launch to $2.76B in the latest quarter, causing this bear talking point to fade over the last several months.</p>\n<p>If the 3000 cards were so limited in supply, what accounts for the consistent monstrous quarter-over-quarter growth in the Gaming division?</p>\n<p>Ah, I'm glad you asked.</p>\n<p>It's clearly the selling of more than just a few (paper) RTX 3000 cards.</p>\n<p><b>Crypto Is The Talking Point, Again</b></p>\n<p>That question brings us to the latest bear talking point - crypto. If the bears move to this point, they have given up on the paper launch argument. That's because to mine crypto, you need a powerful GPU, and that powerful GPU is an RTX 3000 series card. So either there are very few 3000 series being sold (paper launch) - which doesn't allow a crypto bubble to be an issue - or there are indeed enough 3000 cards to meaningfully show up on the top line and debate how much is due to crypto-related sales.</p>\n<p>But the crypto debate is much harder to prove for either side. Historically it has been a bit of a closed box in terms of what cards have been sold to crypto miners and which ones have gotten into \"real\" gamers' hands. The bears can point to this and say that whatever RTX 3000 series cards have been sold over the last several months were for crypto mining.</p>\n<p>And you might be wondering, \"Why is this a big deal? Revenue is revenue, regardless of who's buying the card.\"</p>\n<p>This might be true if it wasn't for the volatile nature of the cryptocurrency world. Mining crypto is a profitability equation of how high the hash rate of a processor is (how fast it can complete the crypto calculations on the blockchain to receive a reward) and how much that particular crypto is worth on the market. The higher the crypto price, the higher the incentive to mine (the reward is bigger in pure dollar terms).</p>\n<p>But in 2018, after the \"crypto bubble\" deflated when the price of Bitcoin (BTC-USD) and Ethereum (ETH-USD) plummeted 85% from then all-time highs, Nvidia's revenue took a hit. Suddenly the cards of 2018 were not profitable to mine at depressed prices. It appeared a lot of the Gaming division sales were tied to crypto, or at least enough to knock growth off-kilter. As a result, the company experienced negative top-line growth throughout the following year.</p>\n<p>This is why the word crypto spoken by management, along with the crypto volatility with Bitcoin and Ethereum 50% off the latest all-time highs, brings a shiver down the market's spine.</p>\n<p>It sees 2018 playing out all over again.</p>\n<p><b>Facing The Crypto Thesis Head On</b></p>\n<p>However, bulls have more data over the last two quarters than they did in the 2018 crypt bust, with the strongest talking point to date coming just a few weeks ago. That point is the new RTX 3000 SKUs which will physically limit the hash rate of the cards, deterring miners from buying cards and opening up supply to gamers for typical GPU use.</p>\n<p>But if crypto is a major part of Gaming division revenue and the company is going to hardware limit the hash rates to make them unprofitable to mine crypto, future Gaming revenue will undoubtedly suffer.</p>\n<p>Right?</p>\n<p>Apparently not; guidance isn't telling us that story. With the current quarter running from May through July and the&nbsp;new \"hash lite\" RTX cards shipping at the end of May, guidance was still $6.3B in revenue versus The Street consensus of $5.48B.</p>\n<p>The hidden gem in the guide was the additional data bulls have needed for some time: a breakdown of revenue from CMPs (crypto mining processors). The company created CMPs to serve the industrial crypto mining community to provide better performance (by focusing processing power specifically on hashing and removing graphic rendering capabilities) and separate the supply between miners and gamers. This works to benefit investors as this breakdown of revenue allows for better risk analysis of overall revenue.</p>\n<p>And that is the key to the crypto cycle this time around.</p>\n<p>The&nbsp;guide for FQ2 included $400M of revenue for CMP products&nbsp;(as shown under the OEM/Other category). You might see this as a huge risk (relative to overall revenue), but this has now made the risk a solid number. Before this CMP breakdown, the market and analysts had to rely on rough estimates based in wide ranges to understand how much the Gaming division had downside risk built into it due to crypto.</p>\n<p>Why has the market responded positively to the expected 158% quarter-over-quarter growth, which follows 114% sequential growth in the just reported quarter for CMP? Because the market can assess the risk to the downside now - uncertainty has been mitigated.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10c92c645e86c40c1af4be579b56fab8\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>The market knows $400M is the mark now. The rest of the divisions are more understood, and channel checks are more accurate there. The question mark has been crypto, and the company is now being the most transparent about it.</p>\n<p><b>Outlook For Gaming</b></p>\n<p>This then begs the question: how much will be cannibalized from the Gaming division?</p>\n<p>Not much if we continue doing the math on the FQ2 guide. After backing out the $400M of CMP sales, we're left with a guide of $5.9B. That's still $420M of outperformance analysts didn't account for, while the Gaming division will technically see two \"hits\" to its growth, each for the same reason. Not only is there a separate product line for crypto, but the RTX cards will also have their inherent mining performance throttled. This should provide no reason to continue using RTX cards as the best value for mining (relatively cheap compared to ASICs with still profitable processing power).</p>\n<p>Of course, not all of the $420M guidance raise is for Gaming. Still, considering it's the largest division with 48% of revenue in the last quarter, it stands that analysts will meaningfully raise estimates for the Gaming division.</p>\n<p>But then, where's the Gaming growth coming from in the quarters ahead?</p>\n<p>Gamers will be the clear demand driver now. Supply should now make its way toward the gamers who have been trying to get a 3000 series card for the last eight months. You don't have to Google very much to find folks still patiently - and impatiently - waiting for their 3000 series card.</p>\n<p>There's a huge runway for upgrades from prior RTX cards and GTX cards as the market penetration of RTX 30XX cards is still less than 4%, around 3.64%, according to Steam's monthly hardware survey. And that's growing each month since January across the SKU board. This compares to the current gamer market share of all other Nvidia cards of 68.6%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/828d8670b5f989162d31b002ead58ab0\" tg-width=\"640\" tg-height=\"109\"><span>(Source:Steam Hardware Survey)</span></p>\n<p>And if you're concerned about the lack of upgrades from RTX 20XX cards since they're only one generation behind, the non-RTX portion of the market makes up 55.11%. So there's a huge greenfield for upgrades to the 3000 series ahead with supply opening up to the real gamers.</p>\n<p><b>Outperformance To Continue</b></p>\n<p>Management has been tackling the market's concerns head-on, contrary to 2018. It has been able to capitalize on a strained crypto market because its GPU-based CMP processors are above and beyond anything anyone has ever produced. This time it did it correctly with much better transparency - the market appreciates the calculated risk.</p>\n<p>There's still further bullishness as Nvidia enters a crypto market dominated by ASICs, which tend to have very limited supply and very long lead times. Nvidia is capitalizing on the market using its larger contract position with fabs like Taiwan Semiconductor (TSM) and Samsung (OTC:SSNLF)(OTC:SSNNF) to produce competitive mining processors.</p>\n<p>Eventually, the transition of Ethereum (ETH-USD) to proof-of-stake from proof-of-work may serve as a headwind rather than a tailwind. Still, this risk is much further out as not only will the transition start in early 2022, but miners are expected to remain on the network&nbsp;for at least a year after the transition.</p>\n<p>It comes down to this: if the market has the data it needs to calculate the at-risk revenue easily, the market won't be as skittish to value Nvidia at the multiples it has grown to. Add in the huge upside to revenue for FQ2 with gamers now able to dive into the consumer market more fully, and you have a continuation for the Gaming division to outperform through at least year-end, if not well into 2022. For a long-term shareholder, there are further returns ahead for the stock.</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>Nvidia's Crypto Concerns Are Cancelled, Gaming To Reign Supreme</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 Crypto Concerns Are Cancelled, Gaming To Reign Supreme\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434754-nvidias-crypto-concerns-are-cancelled-gaming-to-reign-supreme><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia's massive FQ2 guidance raise brings bears (back) to the crypto talking point.\nBut if they move to crypto, they admit RTX 3000 series cards have been selling in droves - negating any ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434754-nvidias-crypto-concerns-are-cancelled-gaming-to-reign-supreme\">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/4434754-nvidias-crypto-concerns-are-cancelled-gaming-to-reign-supreme","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130157766","content_text":"Summary\n\nNvidia's massive FQ2 guidance raise brings bears (back) to the crypto talking point.\nBut if they move to crypto, they admit RTX 3000 series cards have been selling in droves - negating any paper launch theories.\nManagement, though, is now becoming much more transparent with crypto revenue as it dives directly into the growing market.\nThe market can now assess the at-risk revenue and understand the risk-adjusted return for Nvidia, which is why the stock has risen in the face of growing crypto revenue.\nThere won't be any cannibalizing of Gaming division revenue as gamers will now take up the slack with RTX 30XX making up less than 4% of the market.\n\nStefaNikolic/E+ via Getty Images\nAnother record quarter was put on the table just over two weeks ago when Nvidia (NVDA) announced even better revenue than even it anticipated in a late quarter update. But the guide was even more out of this world, showing analysts they're way off base in their models. This is causing the bears to move from one argument to another as each gets debunked through raw financial numbers. But now they're walking into a crypto debate where the bulls have more transparency and data on their side than any other time. Unfortunately, the crypto bear thesis is not the one to take this time around. Gaming revenue growth will not slow as there's a huge RTX 3000 series opportunity with less than 4% of the GPU market share, just as supply receives a much-needed reprieve with crypto migrating to a new SKU altogether. The market appreciates the mitigated risk with crypto revenue transparency, allowing the stock to sustain a premium valuation.\nPaper Launch, Remember?\nAt first, the bears postulated the RTX 3000 series debut was a paper launch because there was such limited supply. Gamers across the internet were up in arms because so few cards could be bought, sold out everywhere. Limited supply has continued to plague the 3000 series since then.\nBut Gaming revenue has gone from $1.65B before the RTX 3000 launch to $2.76B in the latest quarter, causing this bear talking point to fade over the last several months.\nIf the 3000 cards were so limited in supply, what accounts for the consistent monstrous quarter-over-quarter growth in the Gaming division?\nAh, I'm glad you asked.\nIt's clearly the selling of more than just a few (paper) RTX 3000 cards.\nCrypto Is The Talking Point, Again\nThat question brings us to the latest bear talking point - crypto. If the bears move to this point, they have given up on the paper launch argument. That's because to mine crypto, you need a powerful GPU, and that powerful GPU is an RTX 3000 series card. So either there are very few 3000 series being sold (paper launch) - which doesn't allow a crypto bubble to be an issue - or there are indeed enough 3000 cards to meaningfully show up on the top line and debate how much is due to crypto-related sales.\nBut the crypto debate is much harder to prove for either side. Historically it has been a bit of a closed box in terms of what cards have been sold to crypto miners and which ones have gotten into \"real\" gamers' hands. The bears can point to this and say that whatever RTX 3000 series cards have been sold over the last several months were for crypto mining.\nAnd you might be wondering, \"Why is this a big deal? Revenue is revenue, regardless of who's buying the card.\"\nThis might be true if it wasn't for the volatile nature of the cryptocurrency world. Mining crypto is a profitability equation of how high the hash rate of a processor is (how fast it can complete the crypto calculations on the blockchain to receive a reward) and how much that particular crypto is worth on the market. The higher the crypto price, the higher the incentive to mine (the reward is bigger in pure dollar terms).\nBut in 2018, after the \"crypto bubble\" deflated when the price of Bitcoin (BTC-USD) and Ethereum (ETH-USD) plummeted 85% from then all-time highs, Nvidia's revenue took a hit. Suddenly the cards of 2018 were not profitable to mine at depressed prices. It appeared a lot of the Gaming division sales were tied to crypto, or at least enough to knock growth off-kilter. As a result, the company experienced negative top-line growth throughout the following year.\nThis is why the word crypto spoken by management, along with the crypto volatility with Bitcoin and Ethereum 50% off the latest all-time highs, brings a shiver down the market's spine.\nIt sees 2018 playing out all over again.\nFacing The Crypto Thesis Head On\nHowever, bulls have more data over the last two quarters than they did in the 2018 crypt bust, with the strongest talking point to date coming just a few weeks ago. That point is the new RTX 3000 SKUs which will physically limit the hash rate of the cards, deterring miners from buying cards and opening up supply to gamers for typical GPU use.\nBut if crypto is a major part of Gaming division revenue and the company is going to hardware limit the hash rates to make them unprofitable to mine crypto, future Gaming revenue will undoubtedly suffer.\nRight?\nApparently not; guidance isn't telling us that story. With the current quarter running from May through July and the new \"hash lite\" RTX cards shipping at the end of May, guidance was still $6.3B in revenue versus The Street consensus of $5.48B.\nThe hidden gem in the guide was the additional data bulls have needed for some time: a breakdown of revenue from CMPs (crypto mining processors). The company created CMPs to serve the industrial crypto mining community to provide better performance (by focusing processing power specifically on hashing and removing graphic rendering capabilities) and separate the supply between miners and gamers. This works to benefit investors as this breakdown of revenue allows for better risk analysis of overall revenue.\nAnd that is the key to the crypto cycle this time around.\nThe guide for FQ2 included $400M of revenue for CMP products (as shown under the OEM/Other category). You might see this as a huge risk (relative to overall revenue), but this has now made the risk a solid number. Before this CMP breakdown, the market and analysts had to rely on rough estimates based in wide ranges to understand how much the Gaming division had downside risk built into it due to crypto.\nWhy has the market responded positively to the expected 158% quarter-over-quarter growth, which follows 114% sequential growth in the just reported quarter for CMP? Because the market can assess the risk to the downside now - uncertainty has been mitigated.\nData byYCharts\nThe market knows $400M is the mark now. The rest of the divisions are more understood, and channel checks are more accurate there. The question mark has been crypto, and the company is now being the most transparent about it.\nOutlook For Gaming\nThis then begs the question: how much will be cannibalized from the Gaming division?\nNot much if we continue doing the math on the FQ2 guide. After backing out the $400M of CMP sales, we're left with a guide of $5.9B. That's still $420M of outperformance analysts didn't account for, while the Gaming division will technically see two \"hits\" to its growth, each for the same reason. Not only is there a separate product line for crypto, but the RTX cards will also have their inherent mining performance throttled. This should provide no reason to continue using RTX cards as the best value for mining (relatively cheap compared to ASICs with still profitable processing power).\nOf course, not all of the $420M guidance raise is for Gaming. Still, considering it's the largest division with 48% of revenue in the last quarter, it stands that analysts will meaningfully raise estimates for the Gaming division.\nBut then, where's the Gaming growth coming from in the quarters ahead?\nGamers will be the clear demand driver now. Supply should now make its way toward the gamers who have been trying to get a 3000 series card for the last eight months. You don't have to Google very much to find folks still patiently - and impatiently - waiting for their 3000 series card.\nThere's a huge runway for upgrades from prior RTX cards and GTX cards as the market penetration of RTX 30XX cards is still less than 4%, around 3.64%, according to Steam's monthly hardware survey. And that's growing each month since January across the SKU board. This compares to the current gamer market share of all other Nvidia cards of 68.6%.\n(Source:Steam Hardware Survey)\nAnd if you're concerned about the lack of upgrades from RTX 20XX cards since they're only one generation behind, the non-RTX portion of the market makes up 55.11%. So there's a huge greenfield for upgrades to the 3000 series ahead with supply opening up to the real gamers.\nOutperformance To Continue\nManagement has been tackling the market's concerns head-on, contrary to 2018. It has been able to capitalize on a strained crypto market because its GPU-based CMP processors are above and beyond anything anyone has ever produced. This time it did it correctly with much better transparency - the market appreciates the calculated risk.\nThere's still further bullishness as Nvidia enters a crypto market dominated by ASICs, which tend to have very limited supply and very long lead times. Nvidia is capitalizing on the market using its larger contract position with fabs like Taiwan Semiconductor (TSM) and Samsung (OTC:SSNLF)(OTC:SSNNF) to produce competitive mining processors.\nEventually, the transition of Ethereum (ETH-USD) to proof-of-stake from proof-of-work may serve as a headwind rather than a tailwind. Still, this risk is much further out as not only will the transition start in early 2022, but miners are expected to remain on the network for at least a year after the transition.\nIt comes down to this: if the market has the data it needs to calculate the at-risk revenue easily, the market won't be as skittish to value Nvidia at the multiples it has grown to. Add in the huge upside to revenue for FQ2 with gamers now able to dive into the consumer market more fully, and you have a continuation for the Gaming division to outperform through at least year-end, if not well into 2022. For a long-term shareholder, there are further returns ahead for the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187163902,"gmtCreate":1623747031406,"gmtModify":1634029205976,"author":{"id":"3570592485783636","authorId":"3570592485783636","name":"MKCY","avatar":"https://static.tigerbbs.com/8c03488d7da7dd43e520c98e3fae3e17","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570592485783636","authorIdStr":"3570592485783636"},"themes":[],"htmlText":"Nice info!","listText":"Nice info!","text":"Nice info!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187163902","repostId":"1181891821","repostType":4,"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182670320,"gmtCreate":1623572168460,"gmtModify":1634031509449,"author":{"id":"3570592485783636","authorId":"3570592485783636","name":"MKCY","avatar":"https://static.tigerbbs.com/8c03488d7da7dd43e520c98e3fae3e17","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570592485783636","authorIdStr":"3570592485783636"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182670320","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623441637,"share":"https://www.laohu8.com/m/news/2142204074?lang=&edition=full","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</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>S&P ekes out gains to close languid week</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\">\nS&P ekes out gains to close languid week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","SH":"标普500反向ETF","DDM":"道指两倍做多ETF","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QLD":"纳指两倍做多ETF","SSO":"两倍做多标普500ETF","DXD":"道指两倍做空ETF","SPXU":"三倍做空标普500ETF","PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SDOW":"道指三倍做空ETF-ProShares","OEX":"标普100","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF","DJX":"1/100道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186931787,"gmtCreate":1623468489149,"gmtModify":1631884325108,"author":{"id":"3570592485783636","authorId":"3570592485783636","name":"MKCY","avatar":"https://static.tigerbbs.com/8c03488d7da7dd43e520c98e3fae3e17","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570592485783636","authorIdStr":"3570592485783636"},"themes":[],"htmlText":"Hope for good news.","listText":"Hope for good news.","text":"Hope for good news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186931787","repostId":"2142024122","repostType":4,"repost":{"id":"2142024122","kind":"news","pubTimestamp":1623437876,"share":"https://www.laohu8.com/m/news/2142024122?lang=&edition=full","pubTime":"2021-06-12 02:57","market":"us","language":"en","title":"Moderna Says No Link Between COVID-19 Jab And Heart Inflammation","url":"https://stock-news.laohu8.com/highlight/detail?id=2142024122","media":"Benzinga","summary":"Moderna Inc (NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and ca","content":"<p><img src=\"https://static.tigerbbs.com/d1f671326f56d69d77095c4224c4a60a\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Moderna Inc</b>&nbsp;(NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and cases of myocarditis or pericarditis,&nbsp;based on a review of safety data.</p>\n<p>The Centers for Disease Control and Prevention (CDC) has identified 216 cases of heart inflammation after the first dose of an mRNA shot and another 573 cases after the second dose,&nbsp;Bloomberg reported.</p>\n<p>The median age of people with myocarditis or pericarditis following the first dose was 30 and 24 in the second-dose cases. There were 475 cases among people under 30.</p>\n<p>U.S. public health advisers will meet later this month to discuss a potential link between messenger RNA technology-based COVID-19 shots and heart inflammation.</p>\n<p>The technology is used by Moderna’s vaccine and&nbsp;<b>Pfizer Inc&nbsp;</b>(NYSE: PFE) -&nbsp;<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;</b>(NASDAQ: BNTX).</p>\n<p>Moderna said it “will continue to monitor these reports closely and is actively working with public health and regulatory authorities to further assess this issue.”</p>\n<p>Earlier this month,&nbsp;Israel’s Health Ministry also reportedly found&nbsp;a small number of heart inflammation cases, observed mainly in young men who received the Pfizer COVID-19 vaccine in Israel, were likely linked to their vaccination.</p>\n<p><b>Price Action:</b>&nbsp;MRNA shares are down 0.59% at $215.73 during the market session on the last check Friday.</p>\n<p></p>","source":"yahoofinance","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>Moderna Says No Link Between COVID-19 Jab And Heart Inflammation</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\">\nModerna Says No Link Between COVID-19 Jab And Heart Inflammation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 02:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/moderna-says-no-between-covid-185756853.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna Inc (NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and cases of myocarditis or pericarditis, based on a review of safety data.\nThe Centers for Disease ...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-says-no-between-covid-185756853.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"08237":"华星控股","PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://finance.yahoo.com/news/moderna-says-no-between-covid-185756853.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142024122","content_text":"Moderna Inc (NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and cases of myocarditis or pericarditis, based on a review of safety data.\nThe Centers for Disease Control and Prevention (CDC) has identified 216 cases of heart inflammation after the first dose of an mRNA shot and another 573 cases after the second dose, Bloomberg reported.\nThe median age of people with myocarditis or pericarditis following the first dose was 30 and 24 in the second-dose cases. There were 475 cases among people under 30.\nU.S. public health advisers will meet later this month to discuss a potential link between messenger RNA technology-based COVID-19 shots and heart inflammation.\nThe technology is used by Moderna’s vaccine and Pfizer Inc (NYSE: PFE) - BioNTech SE (NASDAQ: BNTX).\nModerna said it “will continue to monitor these reports closely and is actively working with public health and regulatory authorities to further assess this issue.”\nEarlier this month, Israel’s Health Ministry also reportedly found a small number of heart inflammation cases, observed mainly in young men who received the Pfizer COVID-19 vaccine in Israel, were likely linked to their vaccination.\nPrice Action: MRNA shares are down 0.59% at $215.73 during the market session on the last check Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}