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- jwheejwhee
  ·2021-06-29
  $Amazon.com(AMZN)$Amazon holds >40% of the US Domestic market thru its online platform. This gives them a really compelling reason for a stock split either this year of the next to ride this forward momentum and grow their other business sectors even more especially the already fledging AWS.
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- jwheejwhee
  ·2021-06-18
  Looking forward to a stock split
  非常抱歉，此主贴已删除
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- jwheejwhee
  ·2021-06-15
  Long term hold possible especially after stock split
  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
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- jwheejwhee
  ·2021-06-12
  Nice
  Move Over, AMC and Dogecoin -- This Stock Could Be a Much Bigger Long-Term Winner
  It has a key advantage that should make a huge difference over the next 10 or more years.
  Move Over, AMC and Dogecoin -- This Stock Could Be a Much Bigger Long-Term Winner
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This gives them a really compelling reason for a stock split either this year of the next to ride this forward momentum and grow their other business sectors even more especially the already fledging AWS.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159270614","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166745606,"gmtCreate":1624026357805,"gmtModify":1634023898657,"author":{"id":"3577159262995465","authorId":"3577159262995465","name":"jwhee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577159262995465","authorIdStr":"3577159262995465"},"themes":[],"htmlText":"Looking forward to a stock split","listText":"Looking forward to a stock split","text":"Looking forward to a stock split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166745606","repostId":"2144773862","repostType":2,"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187227740,"gmtCreate":1623756281780,"gmtModify":1634028940563,"author":{"id":"3577159262995465","authorId":"3577159262995465","name":"jwhee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577159262995465","authorIdStr":"3577159262995465"},"themes":[],"htmlText":"Long term hold possible especially after stock split","listText":"Long term hold possible especially after stock split","text":"Long term hold possible especially after stock split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187227740","repostId":"1130157766","repostType":2,"repost":{"id":"1130157766","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":{},"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":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188205976,"gmtCreate":1623440165795,"gmtModify":1634033172514,"author":{"id":"3577159262995465","authorId":"3577159262995465","name":"jwhee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577159262995465","authorIdStr":"3577159262995465"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188205976","repostId":"2142270837","repostType":4,"repost":{"id":"2142270837","pubTimestamp":1623424800,"share":"https://www.laohu8.com/m/news/2142270837?lang=&edition=full","pubTime":"2021-06-11 23:20","market":"us","language":"en","title":"Move Over, AMC and Dogecoin -- This Stock Could Be a Much Bigger Long-Term Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=2142270837","media":"Motley Fool","summary":"It has a key advantage that should make a huge difference over the next 10 or more years.","content":"<p>You won't find hotter stars in the investing universe so far this year than&nbsp;<b>AMC Entertainment</b> (NYSE:AMC) and <b>Dogecoin</b> (CRYPTO:DOGE). Retail investors have jumped aboard their bandwagons in force. AMC's shares have vaulted more than 2,300% higher year to date, while the price of Dogecoin has skyrocketed over 5,600%.</p>\n<p>The big question for AMC and Dogecoin is whether or not their momentum is sustainable. There's considerable disagreement about the right answer to that question.</p>\n<p>Probably the better question to ask, though, is whether or not there are other investment alternatives that provide better risk-reward propositions over the next 10 years or more. My view is that the answer to this question is a resounding \"yes.\"</p>\n<p>Move over AMC and Dogecoin: Here's a stock that could be a bigger long-term winner.</p>\n<p><img src=\"https://static.tigerbbs.com/60aa704652c60d9c305da0999c714b57\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>A big advantage for a big biotech</h2>\n<p>The stock I have in mind is none other than&nbsp;<b>Vertex Pharmaceuticals</b> (NASDAQ:VRTX). Granted, Vertex hasn't delivered anywhere close to the kinds of returns that AMC and Dogecoin have in recent months. It even just reported a setback for <a href=\"https://laohu8.com/S/AONE\">one</a> of its pipeline candidates. However, this big biotech holds an advantage over both of them that should make a huge difference over the long run: Vertex enjoys a monopoly in its core market.</p>\n<p>There are currently four approved drugs in the U.S. and Europe that treat the underlying cause of rare genetic disease cystic fibrosis (CF), and Vertex markets all of them. Its newest CF drug, Trikafta/Kaftrio, is its biggest winner yet. The drug is just beginning to pick up momentum in Europe.</p>\n<p>What about potential rivals? <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> other companies have clinical-stage candidates that target the underlying cause of CF. However, those experimental drugs are only in phase 2 testing, and there's no guarantee the candidates will be more effective than Vertex's products that are already on the market. Vertex seems likely to dominate the CF market, at least through the next decade.</p>\n<p>Let's compare Vertex's monopoly to the competitive dynamics for AMC and Dogecoin. AMC isn't the only theater chain. Its top rivals include <b>Cineplex</b>, <b>Cinemark</b>, <b>Marcus</b>, and Regal Entertainment. Streaming services that allow people to watch new movies at home are also a competitive threat to AMC.</p>\n<p>Dogecoin isn't the only cryptocurrency vying for investors' favor, either. There are other cryptocurrencies that seem even more likely to succeed over the next several years than Dogecoin.</p>\n<p>The bottom line is that Vertex has a moat, while AMC and Dogecoin don't. Over the long run, moats matter.</p>\n<h2>Looking to the future</h2>\n<p>Dogecoin likely has a hit-or-miss future. It either will become a top cryptocurrency that enjoys enduring use or it will fade away.</p>\n<p>On the other hand, AMC will probably experience a solid rebound as life returns to normal with fears about the COVID-19 pandemic waning. That should boost the company's sales this year and into 2022. But how long can AMC's growth story last? Movie-theater attendance was declining somewhat even before the pandemic. It won't be surprising to see that trend resume after an initial resurgence.</p>\n<p>Meanwhile, Vertex continues to focus on treating the remaining 10% of CF patients that its current drugs can't help. The company is also developing experimental therapies for other rare diseases, including alpha-1 antitrypsin deficiency, APOL1-mediated kidney diseases, beta-thalassemia, Duchenne muscular dystrophy, and sickle cell disease.</p>\n<p>Vertex isn't limiting itself to just rare diseases, though. It's testing an experimental drug for the treatment of acute pain following certain types of surgeries in phase 2 clinical trials. The biotech is evaluating a gene therapy in a phase 1/2 study that holds the potential to essentially cure type 1 diabetes</p>\n<p>The important thing to note is that Vertex doesn't need all of these programs to be successful. If only <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two of them pan out, this biotech stock should deliver tremendous returns.</p>\n<h2>Beyond the hype</h2>\n<p>I think it's quite possible that AMC and/or Dogecoin will outperform Vertex over the short term. If you're a short-term trader looking to capture quick profits, that's great. However, my focus from the beginning has been on the long term.</p>\n<p>Sooner or later, the hype for AMC and Dogecoin will die down. What happens then? Short-term traders will turn to another stock or cryptocurrency to ride.</p>\n<p>Vertex, though, is working every single day to treat and even cure diseases that cause suffering for many people around the world. Its CF franchise is generating billions of dollars in sales every year, and the company is using its growing cash stockpile to fund further development and make more deals to bolster its pipeline.</p>\n<p>My view is that these continuous efforts will make Vertex a bigger winner than either AMC or Dogecoin over the long term.</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>Move Over, AMC and Dogecoin -- This Stock Could Be a Much Bigger Long-Term Winner</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\">\nMove Over, AMC and Dogecoin -- This Stock Could Be a Much Bigger Long-Term Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/11/move-over-amc-and-dogecoin-this-stock-could-be-a-m/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You won't find hotter stars in the investing universe so far this year than AMC Entertainment (NYSE:AMC) and Dogecoin (CRYPTO:DOGE). Retail investors have jumped aboard their bandwagons in force. AMC'...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/11/move-over-amc-and-dogecoin-this-stock-could-be-a-m/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VERX":"Vertex, Inc."},"source_url":"https://www.fool.com/investing/2021/06/11/move-over-amc-and-dogecoin-this-stock-could-be-a-m/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142270837","content_text":"You won't find hotter stars in the investing universe so far this year than AMC Entertainment (NYSE:AMC) and Dogecoin (CRYPTO:DOGE). Retail investors have jumped aboard their bandwagons in force. AMC's shares have vaulted more than 2,300% higher year to date, while the price of Dogecoin has skyrocketed over 5,600%.\nThe big question for AMC and Dogecoin is whether or not their momentum is sustainable. There's considerable disagreement about the right answer to that question.\nProbably the better question to ask, though, is whether or not there are other investment alternatives that provide better risk-reward propositions over the next 10 years or more. My view is that the answer to this question is a resounding \"yes.\"\nMove over AMC and Dogecoin: Here's a stock that could be a bigger long-term winner.\n\nImage source: Getty Images.\nA big advantage for a big biotech\nThe stock I have in mind is none other than Vertex Pharmaceuticals (NASDAQ:VRTX). Granted, Vertex hasn't delivered anywhere close to the kinds of returns that AMC and Dogecoin have in recent months. It even just reported a setback for one of its pipeline candidates. However, this big biotech holds an advantage over both of them that should make a huge difference over the long run: Vertex enjoys a monopoly in its core market.\nThere are currently four approved drugs in the U.S. and Europe that treat the underlying cause of rare genetic disease cystic fibrosis (CF), and Vertex markets all of them. Its newest CF drug, Trikafta/Kaftrio, is its biggest winner yet. The drug is just beginning to pick up momentum in Europe.\nWhat about potential rivals? Two other companies have clinical-stage candidates that target the underlying cause of CF. However, those experimental drugs are only in phase 2 testing, and there's no guarantee the candidates will be more effective than Vertex's products that are already on the market. Vertex seems likely to dominate the CF market, at least through the next decade.\nLet's compare Vertex's monopoly to the competitive dynamics for AMC and Dogecoin. AMC isn't the only theater chain. Its top rivals include Cineplex, Cinemark, Marcus, and Regal Entertainment. Streaming services that allow people to watch new movies at home are also a competitive threat to AMC.\nDogecoin isn't the only cryptocurrency vying for investors' favor, either. There are other cryptocurrencies that seem even more likely to succeed over the next several years than Dogecoin.\nThe bottom line is that Vertex has a moat, while AMC and Dogecoin don't. Over the long run, moats matter.\nLooking to the future\nDogecoin likely has a hit-or-miss future. It either will become a top cryptocurrency that enjoys enduring use or it will fade away.\nOn the other hand, AMC will probably experience a solid rebound as life returns to normal with fears about the COVID-19 pandemic waning. That should boost the company's sales this year and into 2022. But how long can AMC's growth story last? Movie-theater attendance was declining somewhat even before the pandemic. It won't be surprising to see that trend resume after an initial resurgence.\nMeanwhile, Vertex continues to focus on treating the remaining 10% of CF patients that its current drugs can't help. The company is also developing experimental therapies for other rare diseases, including alpha-1 antitrypsin deficiency, APOL1-mediated kidney diseases, beta-thalassemia, Duchenne muscular dystrophy, and sickle cell disease.\nVertex isn't limiting itself to just rare diseases, though. It's testing an experimental drug for the treatment of acute pain following certain types of surgeries in phase 2 clinical trials. The biotech is evaluating a gene therapy in a phase 1/2 study that holds the potential to essentially cure type 1 diabetes\nThe important thing to note is that Vertex doesn't need all of these programs to be successful. If only one or two of them pan out, this biotech stock should deliver tremendous returns.\nBeyond the hype\nI think it's quite possible that AMC and/or Dogecoin will outperform Vertex over the short term. If you're a short-term trader looking to capture quick profits, that's great. However, my focus from the beginning has been on the long term.\nSooner or later, the hype for AMC and Dogecoin will die down. What happens then? Short-term traders will turn to another stock or cryptocurrency to ride.\nVertex, though, is working every single day to treat and even cure diseases that cause suffering for many people around the world. Its CF franchise is generating billions of dollars in sales every year, and the company is using its growing cash stockpile to fund further development and make more deals to bolster its pipeline.\nMy view is that these continuous efforts will make Vertex a bigger winner than either AMC or Dogecoin over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}