Kunzi personal page - To The Moon

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2025-02-27

single digit growth only is a bummer for OCBC, adding to it the relatively weak guidance for the upcoming quarters isn't helping it's cause. DBS on the other hand appears to be the much stronger performing asset. Furthermore, them looking ahead to the future and recognizing the AI trend throughout the world and reacting to it, is a good look for DBS. I think DBS is the best play here, probably followed by UOB and OCBC being a distant third. $ocbc bank(O39.SI)$ $DBS Group Holdings(D05.SI)$ $UOB(U11.SI)$

2023-04-14

$Butterfly Network Inc(BFLY)$ [Strong]

2025-02-20

It's coming ... Time to find some quantum computing stocks ... Anyone any suggestions? $Quantum Computing Inc.(QUBT)$

Microsoft Unveils Quantum Computing Chip for Future Data Centers

2023-04-11

$Brookfield Renewable Corp.(BEPC)$ for sure is on my next-to-buy list .... 💰

My 5 Top Stocks to Buy in April

2023-04-10

Got.to.love $Broadcom(AVGO)$

@MillionaireTiger:Q12023: The 20 Most Profitable Companies in the World

2025-02-27

$NVIDIA Corp(NVDA)$ This confirms all the multi-billion $ investment plans of the magnificent 7. Deepseek was just a road bump.... And a buying opportunity for $NVIDIA Corp(NVDA)$ stock... [Miser]

Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'

2025-03-26

$Broadcom(AVGO)$ Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it.

Broadcom's AI Boom Reshapes the Industry

2025-02-06

$SoFi Technologies Inc.(SOFI)$ Getting in on $SoFi Technologies Inc.(SOFI)$ today and planning of buying and holding long term. [Miser]

2023-04-09

Finally profitable$Palantir Technologies Inc.(PLTR)$

@financead:Palantir: Now's Your Chance

2023-04-11

$NIO Inc.(NIO)$ keeping an eye on this one ... Let's see how the lower tier models will be accepted once they hit the market

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href=\"https://ttm.financial/S/HOVR\">$New Horizon Aircraft(HOVR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HOVR\">$New Horizon Aircraft(HOVR)$ </a>&nbsp;","text":"$New Horizon Aircraft(HOVR)$","images":[{"img":"https://community-static.tradeup.com/news/c852e87debe43be1616360575a90e5ad","width":"866","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487360837636128","isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":459182783058000,"gmtCreate":1753142238155,"gmtModify":1753142241120,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox Corporation(RBLX)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox Corporation(RBLX)$ </a>&nbsp;","text":"$Roblox Corporation(RBLX)$","images":[{"img":"https://community-static.tradeup.com/news/a40992ab774fa17230d7d8ae4ed44be5","width":"866","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459182783058000","isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":452943529820296,"gmtCreate":1751607196027,"gmtModify":1751607199446,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox Corporation(RBLX)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox Corporation(RBLX)$ </a>&nbsp;","text":"$Roblox Corporation(RBLX)$","images":[{"img":"https://community-static.tradeup.com/news/d87c2ee17872f39fff9ca952c7022f4d","width":"1962","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/452943529820296","isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":418237612101872,"gmtCreate":1743120338010,"gmtModify":1743125702070,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> of course Trump will help out his buddy Elon. After the Tesla commercial he staged at the White House I wouldn't expect anything different.&nbsp;[Facepalm]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> of course Trump will help out his buddy Elon. After the Tesla commercial he staged at the White House I wouldn't expect anything different.&nbsp;[Facepalm]&nbsp;&nbsp;","text":"$Tesla Motors(TSLA)$ of course Trump will help out his buddy Elon. After the Tesla commercial he staged at the White House I wouldn't expect anything different. [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/418237612101872","isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417491602203032,"gmtCreate":1742945392878,"gmtModify":1742952937760,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it.","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it.","text":"$Broadcom(AVGO)$ Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417491602203032","repostId":"1144806846","repostType":2,"repost":{"id":"1144806846","kind":"news","pubTimestamp":1742870257,"share":"https://ttm.financial/m/news/1144806846?lang=en_US&edition=fundamental","pubTime":"2025-03-25 10:37","market":"us","language":"en","title":"Broadcom's AI Boom Reshapes the Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1144806846","media":"Tradingkey","summary":"AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9","content":"<html><head></head><body><ul style=\"list-style-type: disc;\"><li><p>AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.</p></li><li><p>Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9 billion, with an EBITDA margin of 68% and $6 billion free cash flow.</p></li><li><p>VMware Acquisition: The $61 billion deal accelerates Broadcom’s shift to software, boosting recurring revenue and strengthening enterprise cloud adoption.</p></li><li><p>Premium Valuation: Broadcom trades at 22.8x EV/EBITDA, a 66% sector premium, requiring sustained AI-driven expansion to justify its high price tag.</p></li></ul><p style=\"text-align: start;\">TradingKey - Broadcom Inc. has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions.</p><p style=\"text-align: start;\">On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors. Broadcom&#39;s long-term thesis is based on being positioned to capitalize on the AI wave, expansion of software offerings into enterprises, and competitive strength in networking solutions. The $61 billion VMware acquisition is a transition to a software-led model of expansion that will drive revenue predictability and profitability.</p><p style=\"text-align: start;\">Broadcom&#39;s ability to capitalize on the wave of AI is a distinguishing factor that separates it from legacy semiconductor players. While other industry players have their eyes on developing direct AI chips, Broadcom provides connectivity solutions that make operations hassle-free through the help of AI. But even with positive fundamentals, valuation is a concern with it being at a premium. The investors will have to weigh Broadcom&#39;s competitive advantage against implementation risks to place their bet on the company&#39;s shares.</p><h2 id=\"id_404003372\" style=\"text-align: start;\">Business Summary: Semiconductors &amp; Software Infrastructure Colossus</h2><p style=\"text-align: start;\">Broadcom&#39;s business is divided into two primary segments: semiconductor solutions and infrastructure software. The semiconductor business involves networking, broadband, wireless, and AI accelerators, while infrastructure software business involves mainframe, cybersecurity, and cloud solutions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab3eb69b3d24c73f1d5adf6790ab5e6b\" alt=\"altText\" title=\"altText\" tg-width=\"792\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Revenues derived through AI increased 77% YoY to $4.1 billion in Q1 2025 due to hyperscalers ramping up spending on AI XPU and connectivity. The infrastructure software business achieved a still more impressive 47% YoY increase due to adoption by enterprises and VMware integration into Broadcom&#39;s ecosystem. Such aggressive revenue expansion in software offsets Broadcom&#39;s high-margin semiconductor business model and allows it to ride out industry cyclicality over time.</p><p style=\"text-align: start;\">Broadcom&#39;s VMware acquisition secures its cloud and virtualization position while raising concern over risks of implementation. The acquisition will help Broadcom boost its base of recurring revenue by reducing dependency on cyclic semiconductor demand. Broadcom&#39;s strategy around AI is to provide connectivity solutions, AI interconnects, and merchant AI accelerators (XPUs) to hyperscale cloud providers.</p><p style=\"text-align: start;\">As more complex data center infrastructure is needed to handle AI workloads, Broadcom is well-positioned to capitalize on secular trends driving demand for high-speed connectivity solutions and network AI based on Ethernet. The company&#39;s technology lead around AI interconnects will be key to driving long-term growth.</p><p style=\"text-align: start;\">Broadcom is no longer merely a semiconductor company. Its expansion into software, particularly with VMware, offsets revenue volatility that follows chip demand cycles. However, software integration issues can mute synergistic hopes and slow revenue expansion.</p><h2 id=\"id_1403876869\" style=\"text-align: start;\">Competitive Landscape: The War Heats Up</h2><p style=\"text-align: start;\">The competitive scenario in the semiconductor and software space is transforming at a very rapid rate with AI-powered infrastructure at their core. Broadcom is competing with semiconductor and software companies such as Nvidia (NVDA), AMD (AMD), Intel (INTC), and Cisco (CSCO). </p><p style=\"text-align: start;\">Nvidia is way ahead in AI GPUs with their CUDA platform and deep learning. Broadcom&#39;s AI networking and connectivity products remain essential to hyperscalers constructing AI infrastructure. Unlike Nvidia and AMD&#39;s focus on compute-centric capabilities in AI, Broadcom&#39;s focus remains on high-speed interconnects and merchant AI accelerators that allow it to scale up AI workloads.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf0e6d37dc3c0277d35ac5de13a96909\" alt=\"altText\" title=\"altText\" tg-width=\"792\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Even with such advantages, price pressure will still exist. As hardware margins narrow, Broadcom&#39;s pricing power on AI connectivity will be questioned. Furthermore, AMD and Intel continue to expand their AI-focused offerings with additional competition to the broader data center ecosystem. Another risk is that cloud providers design their own customized silicon internally, making Broadcom solutions increasingly dependent over time.</p><p style=\"text-align: start;\">Broadcom&#39;s rich IP portfolio with ~21,000 patents and close customer relationship with hyperscalers do provide a competitive moat that cannot be easily replicated. The transition to Ethernet-based networking in AI provides a significant opportunity for Broadcom to gain more market share, particularly as Ethernet-based solutions scale cost-effectively in AI data centers. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd5d238fceb086402c8af31ecb7c208e\" alt=\"altText\" title=\"altText\" tg-width=\"789\" tg-height=\"446\"/><span>altText</span></p><p style=\"text-align: start;\">Broadcom&#39;s role in network AI remains significant but can no longer be taken for granted with Nvidia&#39;s threat to move into this space. The battle to control AI infrastructure is heating up, and Broadcom will have to continue to innovate and build good customer relationships. If it can defend its market share while building up its presence in AI connectivity, it will remain a dominant player in the space. But if competitors erode its pricing power or cloud providers build stand-alone solutions, Broadcom&#39;s growth will be stifled.</p><h2 id=\"id_1425637189\" style=\"text-align: start;\">Broadcom’s Triple-Threat Growth: How AI, Cloud, and VMware Are Powering Record-Breaking Financials</h2><p style=\"text-align: start;\">Broadcom&#39;s revenue expansion is driven by three key drivers: VMware integration, enterprise cloud adoption, and growth in AI infrastructure. </p><p style=\"text-align: start;\">Financials continue to be record-breaking at Broadcom. Q1 2025 revenue was $14.9 billion, up 25% year over year. Adjusted EBITDA was $10.1 billion with a margin of 68%. Free cash flow was $6.0 billion at 40% of revenue and up 28% year over year. The numbers reflect Broadcom&#39;s ability to generate high operating leverage as it increases sales of products and software solutions related to AI. </p><p style=\"text-align: start;\">Broadcom has grown revenue every year over the past five fiscal years to $51.6 billion in FY2024 from $23.9 billion in FY2020. The rise is a compounded annual growth rate (CAGR) of approximately 21%, indicating that the company has successfully expanded into high-growth areas such as AI infrastructure and cloud software. FY2024 was especially notable with a boost coming through increased adoption of AI-related technologies and seamless integration of acquisitions such as VMware.</p><p style=\"text-align: start;\">The consistent increase in revenues is a reflection of Broadcom&#39;s efficient market penetration and diversification in semiconductor and software sectors. Broadcom has effectively developed resilience against market volatility by diversifying its portfolio and reducing dependency on cyclic hardware markets. Plain and simple, Broadcom&#39;s steady and increasing revenue growth indicates a well-run company that can effectively capitalize on industry trends.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3f8007f1570251076df43665a939f9e\" alt=\"altText\" title=\"altText\" tg-width=\"974\" tg-height=\"438\"/><span>altText</span></p><p style=\"text-align: start;\">Broadcom&#39;s gross margin expansion over recent years demonstrates its cost management efficiency and pricing strength in markets. From a non-GAAP gross margin of 73.5% in FY2020 to 76.5% in FY2024, it increased this level. The expansion can be largely attributed to a shift to higher-margin software products and high-margin AI-driven solutions, reflecting a concern with profitability as well as revenue growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89e13413b259d1506d128d86eec30825\" alt=\"altText\" title=\"altText\" tg-width=\"978\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Adjusted EBITDA has also registered impressive growth to reach close to $31.9 billion in FY2024 from $13.6 billion in FY2020. Such a steep increase is a clear indication of Broadcom&#39;s high operational efficiency and scalability as it takes advantage of high-margin business segments and efficient cost management strategies.</p><p style=\"text-align: start;\">Cost efficiency is a feature of Broadcom&#39;s business model. It incurred $9.3 billion in R&amp;D spending in FY2024 to continue innovating while limiting capital spending to a paltry $100 million in Q1 to showcase asset-light operating efficiency. Broadcom&#39;s focus on software-driven and AI revenue streams enables it to maintain high adjusted EBITDA margins to justify business model scalability. The fact that it is able to sustain healthy profitability while accumulating a portfolio of AI infrastructure illustrates that it is positioned to be a high-growth, high-margin business.</p><p style=\"text-align: start;\">Ultimately, Broadcom&#39;s financial well-being is based on its ability to generate plenty of free cash flow while still spending aggressively on R&amp;D. As long as it continues to invest successfully in high-growth AI and software areas, profitability will continue to be healthy. Integration challenges with VMware and competition in AI networking remain top risks that can hinder continued margin expansion.</p><h2 id=\"id_2125214963\" style=\"text-align: start;\">AI Boom: How Strategic Innovation Turned a Niche Bet into a Powerhouse</h2><p style=\"text-align: start;\">Broadcom&#39;s AI business has become a rapid growth driver generating $12.2 billion in FY2024. Starting at less than 5% of revenue in 2019, Broadcom has strategically built up its AI infrastructure capabilities through leading PCIe Retimer technologies. Broadcom offers differentiated advantages with proprietary 5nm silicon solutions such as 35% lower power consumption and 40% longer reach compared to competitors using third-party solutions. This technology advantage provides significant efficiency and cost-effectiveness in AI data centers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58b8f420fcda8fc9da115c0cbd4786f8\" alt=\"altText\" title=\"altText\" tg-width=\"842\" tg-height=\"418\"/><span>altText</span></p><p style=\"text-align: start;\">Strategically, Broadcom&#39;s positioning within the space of AI is to prioritize high-performance networking and interconnectivity rather than competing head-to-head in Nvidia and AMD&#39;s dense compute space. Its revenue trajectory in AI emphasizes a well-executed strategy to capitalize on hyperscale expansion in the data center space, with scalability and efficiency being at the forefront. Its niche focus with heavy R&amp;D investment and industry-leading technology positions Broadcom to continue healthy growth in the high-growth space of AI infrastructure.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36ef00ed490bc99629165170d711d789\" alt=\"altText\" title=\"altText\" tg-width=\"670\" tg-height=\"350\"/><span>altText</span></p><h2 id=\"id_3242355157\" style=\"text-align: start;\">AVGO’s Pricey AI Bet: Is Its Premium Valuation Justified?</h2><p style=\"text-align: start;\">Even with its strong growth, Broadcom&#39;s valuation continues to be a concern to investors. The company&#39;s current valuation at higher-than-peer multiples is evident in a forward EV/EBITDA of 22.8x against a sector median of 13.7x, a 66% premium. Similarly, its forward P/E multiple of 28.7x against a sector median of 21.5x suggests that investors are pricing in high levels of expansion in AI. However, looking at a PEG ratio of 1.31x against a sector median of 1.67x, it seems that expansion in AI is not yet fully priced into shares and that upside is present. </p><p style=\"text-align: start;\">Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it. The investor will have to take a long-term position with Broadcom with short-term volatility in mind while understanding that it can dominate AI infrastructure markets. The company&#39;s size, diversified revenues, and high free cash flows make it a good institutional portfolio allocation.</p><h2 id=\"id_2927689250\" style=\"text-align: start;\">Concluding Thoughts</h2><p style=\"text-align: start;\">Broadcom’s AI-driven growth, record-breaking revenues, and software expansion position it as a dominant force in AI infrastructure. With AI revenue surge and a strong cash flow engine, its future looks promising. However, its premium valuation requires flawless execution, making it a high-reward but carefully calculated investment.</p></body></html>","source":"lsy1742265190821","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>Broadcom's AI Boom Reshapes the Industry</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\">\nBroadcom's AI Boom Reshapes the Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-25 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey><strong>Tradingkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9...</p>\n\n<a href=\"https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144806846","content_text":"AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9 billion, with an EBITDA margin of 68% and $6 billion free cash flow.VMware Acquisition: The $61 billion deal accelerates Broadcom’s shift to software, boosting recurring revenue and strengthening enterprise cloud adoption.Premium Valuation: Broadcom trades at 22.8x EV/EBITDA, a 66% sector premium, requiring sustained AI-driven expansion to justify its high price tag.TradingKey - Broadcom Inc. has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions.On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors. Broadcom's long-term thesis is based on being positioned to capitalize on the AI wave, expansion of software offerings into enterprises, and competitive strength in networking solutions. The $61 billion VMware acquisition is a transition to a software-led model of expansion that will drive revenue predictability and profitability.Broadcom's ability to capitalize on the wave of AI is a distinguishing factor that separates it from legacy semiconductor players. While other industry players have their eyes on developing direct AI chips, Broadcom provides connectivity solutions that make operations hassle-free through the help of AI. But even with positive fundamentals, valuation is a concern with it being at a premium. The investors will have to weigh Broadcom's competitive advantage against implementation risks to place their bet on the company's shares.Business Summary: Semiconductors & Software Infrastructure ColossusBroadcom's business is divided into two primary segments: semiconductor solutions and infrastructure software. The semiconductor business involves networking, broadband, wireless, and AI accelerators, while infrastructure software business involves mainframe, cybersecurity, and cloud solutions.altTextRevenues derived through AI increased 77% YoY to $4.1 billion in Q1 2025 due to hyperscalers ramping up spending on AI XPU and connectivity. The infrastructure software business achieved a still more impressive 47% YoY increase due to adoption by enterprises and VMware integration into Broadcom's ecosystem. Such aggressive revenue expansion in software offsets Broadcom's high-margin semiconductor business model and allows it to ride out industry cyclicality over time.Broadcom's VMware acquisition secures its cloud and virtualization position while raising concern over risks of implementation. The acquisition will help Broadcom boost its base of recurring revenue by reducing dependency on cyclic semiconductor demand. Broadcom's strategy around AI is to provide connectivity solutions, AI interconnects, and merchant AI accelerators (XPUs) to hyperscale cloud providers.As more complex data center infrastructure is needed to handle AI workloads, Broadcom is well-positioned to capitalize on secular trends driving demand for high-speed connectivity solutions and network AI based on Ethernet. The company's technology lead around AI interconnects will be key to driving long-term growth.Broadcom is no longer merely a semiconductor company. Its expansion into software, particularly with VMware, offsets revenue volatility that follows chip demand cycles. However, software integration issues can mute synergistic hopes and slow revenue expansion.Competitive Landscape: The War Heats UpThe competitive scenario in the semiconductor and software space is transforming at a very rapid rate with AI-powered infrastructure at their core. Broadcom is competing with semiconductor and software companies such as Nvidia (NVDA), AMD (AMD), Intel (INTC), and Cisco (CSCO). Nvidia is way ahead in AI GPUs with their CUDA platform and deep learning. Broadcom's AI networking and connectivity products remain essential to hyperscalers constructing AI infrastructure. Unlike Nvidia and AMD's focus on compute-centric capabilities in AI, Broadcom's focus remains on high-speed interconnects and merchant AI accelerators that allow it to scale up AI workloads.altTextEven with such advantages, price pressure will still exist. As hardware margins narrow, Broadcom's pricing power on AI connectivity will be questioned. Furthermore, AMD and Intel continue to expand their AI-focused offerings with additional competition to the broader data center ecosystem. Another risk is that cloud providers design their own customized silicon internally, making Broadcom solutions increasingly dependent over time.Broadcom's rich IP portfolio with ~21,000 patents and close customer relationship with hyperscalers do provide a competitive moat that cannot be easily replicated. The transition to Ethernet-based networking in AI provides a significant opportunity for Broadcom to gain more market share, particularly as Ethernet-based solutions scale cost-effectively in AI data centers. altTextBroadcom's role in network AI remains significant but can no longer be taken for granted with Nvidia's threat to move into this space. The battle to control AI infrastructure is heating up, and Broadcom will have to continue to innovate and build good customer relationships. If it can defend its market share while building up its presence in AI connectivity, it will remain a dominant player in the space. But if competitors erode its pricing power or cloud providers build stand-alone solutions, Broadcom's growth will be stifled.Broadcom’s Triple-Threat Growth: How AI, Cloud, and VMware Are Powering Record-Breaking FinancialsBroadcom's revenue expansion is driven by three key drivers: VMware integration, enterprise cloud adoption, and growth in AI infrastructure. Financials continue to be record-breaking at Broadcom. Q1 2025 revenue was $14.9 billion, up 25% year over year. Adjusted EBITDA was $10.1 billion with a margin of 68%. Free cash flow was $6.0 billion at 40% of revenue and up 28% year over year. The numbers reflect Broadcom's ability to generate high operating leverage as it increases sales of products and software solutions related to AI. Broadcom has grown revenue every year over the past five fiscal years to $51.6 billion in FY2024 from $23.9 billion in FY2020. The rise is a compounded annual growth rate (CAGR) of approximately 21%, indicating that the company has successfully expanded into high-growth areas such as AI infrastructure and cloud software. FY2024 was especially notable with a boost coming through increased adoption of AI-related technologies and seamless integration of acquisitions such as VMware.The consistent increase in revenues is a reflection of Broadcom's efficient market penetration and diversification in semiconductor and software sectors. Broadcom has effectively developed resilience against market volatility by diversifying its portfolio and reducing dependency on cyclic hardware markets. Plain and simple, Broadcom's steady and increasing revenue growth indicates a well-run company that can effectively capitalize on industry trends.altTextBroadcom's gross margin expansion over recent years demonstrates its cost management efficiency and pricing strength in markets. From a non-GAAP gross margin of 73.5% in FY2020 to 76.5% in FY2024, it increased this level. The expansion can be largely attributed to a shift to higher-margin software products and high-margin AI-driven solutions, reflecting a concern with profitability as well as revenue growth.altTextAdjusted EBITDA has also registered impressive growth to reach close to $31.9 billion in FY2024 from $13.6 billion in FY2020. Such a steep increase is a clear indication of Broadcom's high operational efficiency and scalability as it takes advantage of high-margin business segments and efficient cost management strategies.Cost efficiency is a feature of Broadcom's business model. It incurred $9.3 billion in R&D spending in FY2024 to continue innovating while limiting capital spending to a paltry $100 million in Q1 to showcase asset-light operating efficiency. Broadcom's focus on software-driven and AI revenue streams enables it to maintain high adjusted EBITDA margins to justify business model scalability. The fact that it is able to sustain healthy profitability while accumulating a portfolio of AI infrastructure illustrates that it is positioned to be a high-growth, high-margin business.Ultimately, Broadcom's financial well-being is based on its ability to generate plenty of free cash flow while still spending aggressively on R&D. As long as it continues to invest successfully in high-growth AI and software areas, profitability will continue to be healthy. Integration challenges with VMware and competition in AI networking remain top risks that can hinder continued margin expansion.AI Boom: How Strategic Innovation Turned a Niche Bet into a PowerhouseBroadcom's AI business has become a rapid growth driver generating $12.2 billion in FY2024. Starting at less than 5% of revenue in 2019, Broadcom has strategically built up its AI infrastructure capabilities through leading PCIe Retimer technologies. Broadcom offers differentiated advantages with proprietary 5nm silicon solutions such as 35% lower power consumption and 40% longer reach compared to competitors using third-party solutions. This technology advantage provides significant efficiency and cost-effectiveness in AI data centers.altTextStrategically, Broadcom's positioning within the space of AI is to prioritize high-performance networking and interconnectivity rather than competing head-to-head in Nvidia and AMD's dense compute space. Its revenue trajectory in AI emphasizes a well-executed strategy to capitalize on hyperscale expansion in the data center space, with scalability and efficiency being at the forefront. Its niche focus with heavy R&D investment and industry-leading technology positions Broadcom to continue healthy growth in the high-growth space of AI infrastructure.altTextAVGO’s Pricey AI Bet: Is Its Premium Valuation Justified?Even with its strong growth, Broadcom's valuation continues to be a concern to investors. The company's current valuation at higher-than-peer multiples is evident in a forward EV/EBITDA of 22.8x against a sector median of 13.7x, a 66% premium. Similarly, its forward P/E multiple of 28.7x against a sector median of 21.5x suggests that investors are pricing in high levels of expansion in AI. However, looking at a PEG ratio of 1.31x against a sector median of 1.67x, it seems that expansion in AI is not yet fully priced into shares and that upside is present. Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it. The investor will have to take a long-term position with Broadcom with short-term volatility in mind while understanding that it can dominate AI infrastructure markets. The company's size, diversified revenues, and high free cash flows make it a good institutional portfolio allocation.Concluding ThoughtsBroadcom’s AI-driven growth, record-breaking revenues, and software expansion position it as a dominant force in AI infrastructure. With AI revenue surge and a strong cash flow engine, its future looks promising. However, its premium valuation requires flawless execution, making it a high-reward but carefully calculated investment.","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":414987077587400,"gmtCreate":1742339266084,"gmtModify":1742339270066,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> robots are coming .... So why exactly did this stock still sell off with all these exciting announcements?&nbsp;[Glance]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> robots are coming .... So why exactly did this stock still sell off with all these exciting announcements?&nbsp;[Glance]&nbsp;&nbsp;","text":"$NVIDIA(NVDA)$ robots are coming .... So why exactly did this stock still sell off with all these exciting announcements? [Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/414987077587400","repostId":"2520089958","repostType":2,"repost":{"id":"2520089958","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1742336439,"share":"https://ttm.financial/m/news/2520089958?lang=en_US&edition=fundamental","pubTime":"2025-03-19 06:20","market":"us","language":"en","title":"Everything Nvidia Announced at Its Annual Developer Conference GTC","url":"https://stock-news.laohu8.com/highlight/detail?id=2520089958","media":"Reuters","summary":"March 18 (Reuters) - Nvidia CEO Jensen Huang, on Tuesday, unveiled the company's next-generation line of chips at its annual software developer conference, aiming to reassure investors of its dominanc","content":"<html><head></head><body><p>March 18 (Reuters) - Nvidia CEO Jensen Huang, on Tuesday, unveiled the company&#39;s next-generation line of chips at its annual software developer conference, aiming to reassure investors of its dominance in the rapidly evolving artificial intelligence industry.</p><p>He talked up product innovations at Nvidia and the company&#39;s fast development cadence, but the stock furthered its decline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b527901647a3cfc3ceafd9b8639e8b43\" tg-width=\"858\" tg-height=\"627\"/></p><p>Here are all the products announced on stage:</p><h2 id=\"id_1872152621\" style=\"text-align: start;\">BLACKWELL ULTRA</h2><p>Nvidia said its next graphics processing unit (GPU), called Blackwell Ultra, will be available in the second half of this year. The new GPU features larger memory than its current generation, enabling it to support larger AI models.</p><h2 id=\"id_1745641378\" style=\"text-align: start;\">VERA RUBIN</h2><p>The latest Rubin chips and servers are set to offer improved speeds compared to their predecessors, especially in data transfers between chips, a key factor for the efficient operation of expansive AI systems that require multiple chips.</p><p>Paired with Nvidia&#39;s custom-designed processor, Vera, the new Vera Rubin computing system is expected to outperform the company&#39;s Blackwell architecture.</p><p>Vera Rubin will be released in the second half of 2026, followed by the launch of Vera Rubin Ultra in 2027.</p><h2 id=\"id_13132039\" style=\"text-align: start;\">FEYNMAN</h2><p>The Vera Rubin system will be succeeded by the Feynman architecture, scheduled for release in 2028.</p><h2 id=\"id_2979782986\" style=\"text-align: start;\">DGX PERSONAL AI COMPUTERS</h2><p>Nvidia announced its new DGX AI computers, powered by its Blackwell Ultra chips, designed to assist developers in inferencing large models on desktops. The computers will be made by companies including Dell, Lenovo and HP. The device, which follows a smaller desktop machine introduced earlier this year, is seen as a direct challenge to some of Apple&#39;s top-end Macs.</p><h2 id=\"id_570309195\" style=\"text-align: start;\">SPECTRUM-X AND QUANTUM-X NETWORKING CHIPS</h2><p>Nvidia&#39;s new silicon photonics networking chips will enable AI factories to connect millions of GPUs across various sites, while drastically reducing energy consumption.</p><p>The Quantum-X Photonics chips are expected to be available later this year, followed by the launch of Spectrum-X chips in 2026.</p><h2 id=\"id_3810211238\" style=\"text-align: start;\">DYNAMO SOFTWARE</h2><p>The software, which Nvidia released for free, is intended to speed up the process of reasoning, in which AI models think through an answer to a question in multiple steps, rather than giving a one-shot answer.</p><h2 id=\"id_3087058477\" style=\"text-align: start;\">NVIDIA ISAAC GR00T N1</h2><p>GR00T N1 is a foundational model for humanoid robots, equipped with a dual system for both fast and slow thinking - much like reasoning models.</p><p>The framework for GR00T N1 includes Newton, an open-source physics engine developed along with Google DeepMind and Disney Research, and built for creating robots.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Everything Nvidia Announced at Its Annual Developer Conference GTC</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\">\nEverything Nvidia Announced at Its Annual Developer Conference GTC\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-03-19 06:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 18 (Reuters) - Nvidia CEO Jensen Huang, on Tuesday, unveiled the company&#39;s next-generation line of chips at its annual software developer conference, aiming to reassure investors of its dominance in the rapidly evolving artificial intelligence industry.</p><p>He talked up product innovations at Nvidia and the company&#39;s fast development cadence, but the stock furthered its decline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b527901647a3cfc3ceafd9b8639e8b43\" tg-width=\"858\" tg-height=\"627\"/></p><p>Here are all the products announced on stage:</p><h2 id=\"id_1872152621\" style=\"text-align: start;\">BLACKWELL ULTRA</h2><p>Nvidia said its next graphics processing unit (GPU), called Blackwell Ultra, will be available in the second half of this year. The new GPU features larger memory than its current generation, enabling it to support larger AI models.</p><h2 id=\"id_1745641378\" style=\"text-align: start;\">VERA RUBIN</h2><p>The latest Rubin chips and servers are set to offer improved speeds compared to their predecessors, especially in data transfers between chips, a key factor for the efficient operation of expansive AI systems that require multiple chips.</p><p>Paired with Nvidia&#39;s custom-designed processor, Vera, the new Vera Rubin computing system is expected to outperform the company&#39;s Blackwell architecture.</p><p>Vera Rubin will be released in the second half of 2026, followed by the launch of Vera Rubin Ultra in 2027.</p><h2 id=\"id_13132039\" style=\"text-align: start;\">FEYNMAN</h2><p>The Vera Rubin system will be succeeded by the Feynman architecture, scheduled for release in 2028.</p><h2 id=\"id_2979782986\" style=\"text-align: start;\">DGX PERSONAL AI COMPUTERS</h2><p>Nvidia announced its new DGX AI computers, powered by its Blackwell Ultra chips, designed to assist developers in inferencing large models on desktops. The computers will be made by companies including Dell, Lenovo and HP. The device, which follows a smaller desktop machine introduced earlier this year, is seen as a direct challenge to some of Apple&#39;s top-end Macs.</p><h2 id=\"id_570309195\" style=\"text-align: start;\">SPECTRUM-X AND QUANTUM-X NETWORKING CHIPS</h2><p>Nvidia&#39;s new silicon photonics networking chips will enable AI factories to connect millions of GPUs across various sites, while drastically reducing energy consumption.</p><p>The Quantum-X Photonics chips are expected to be available later this year, followed by the launch of Spectrum-X chips in 2026.</p><h2 id=\"id_3810211238\" style=\"text-align: start;\">DYNAMO SOFTWARE</h2><p>The software, which Nvidia released for free, is intended to speed up the process of reasoning, in which AI models think through an answer to a question in multiple steps, rather than giving a one-shot answer.</p><h2 id=\"id_3087058477\" style=\"text-align: start;\">NVIDIA ISAAC GR00T N1</h2><p>GR00T N1 is a foundational model for humanoid robots, equipped with a dual system for both fast and slow thinking - much like reasoning models.</p><p>The framework for GR00T N1 includes Newton, an open-source physics engine developed along with Google DeepMind and Disney Research, and built for creating robots.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","BK1526":"科网股","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","NVDA":"英伟达","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1046421795.USD":"富达环球科技A-ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250318:nL4N3Q11GP:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2520089958","content_text":"March 18 (Reuters) - Nvidia CEO Jensen Huang, on Tuesday, unveiled the company's next-generation line of chips at its annual software developer conference, aiming to reassure investors of its dominance in the rapidly evolving artificial intelligence industry.He talked up product innovations at Nvidia and the company's fast development cadence, but the stock furthered its decline.Here are all the products announced on stage:BLACKWELL ULTRANvidia said its next graphics processing unit (GPU), called Blackwell Ultra, will be available in the second half of this year. The new GPU features larger memory than its current generation, enabling it to support larger AI models.VERA RUBINThe latest Rubin chips and servers are set to offer improved speeds compared to their predecessors, especially in data transfers between chips, a key factor for the efficient operation of expansive AI systems that require multiple chips.Paired with Nvidia's custom-designed processor, Vera, the new Vera Rubin computing system is expected to outperform the company's Blackwell architecture.Vera Rubin will be released in the second half of 2026, followed by the launch of Vera Rubin Ultra in 2027.FEYNMANThe Vera Rubin system will be succeeded by the Feynman architecture, scheduled for release in 2028.DGX PERSONAL AI COMPUTERSNvidia announced its new DGX AI computers, powered by its Blackwell Ultra chips, designed to assist developers in inferencing large models on desktops. The computers will be made by companies including Dell, Lenovo and HP. The device, which follows a smaller desktop machine introduced earlier this year, is seen as a direct challenge to some of Apple's top-end Macs.SPECTRUM-X AND QUANTUM-X NETWORKING CHIPSNvidia's new silicon photonics networking chips will enable AI factories to connect millions of GPUs across various sites, while drastically reducing energy consumption.The Quantum-X Photonics chips are expected to be available later this year, followed by the launch of Spectrum-X chips in 2026.DYNAMO SOFTWAREThe software, which Nvidia released for free, is intended to speed up the process of reasoning, in which AI models think through an answer to a question in multiple steps, rather than giving a one-shot answer.NVIDIA ISAAC GR00T N1GR00T N1 is a foundational model for humanoid robots, equipped with a dual system for both fast and slow thinking - much like reasoning models.The framework for GR00T N1 includes Newton, an open-source physics engine developed along with Google DeepMind and Disney Research, and built for creating robots.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":414245946560808,"gmtCreate":1742167038985,"gmtModify":1742167042570,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it has to get worse before it becomes better. Tesla stock isn't only going to the moon, it will go all the way Mars!! 🖖🫰🚀🛸","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it has to get worse before it becomes better. Tesla stock isn't only going to the moon, it will go all the way Mars!! 🖖🫰🚀🛸","text":"$Tesla Motors(TSLA)$ it has to get worse before it becomes better. Tesla stock isn't only going to the moon, it will go all the way Mars!! 🖖🫰🚀🛸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/414245946560808","repostId":"2520994302","repostType":2,"repost":{"id":"2520994302","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1742169624,"share":"https://ttm.financial/m/news/2520994302?lang=en_US&edition=fundamental","pubTime":"2025-03-17 08:00","market":"us","language":"en","title":"Tesla and SpaceX Crossed Over on Saturday. Maybe That Can Help the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2520994302","media":"Dow Jones","summary":"SpaceX, and by extension, Tesla had a good weekend.Battered Tesla investors could use one of those right now.On Friday evening, SpaceX launched NASA’s Crew-10mission carrying Commander Anne McClain, P","content":"<html><head></head><body><p style=\"text-align: start;\">SpaceX, and by extension, Tesla had a good weekend.</p><p style=\"text-align: start;\">Battered Tesla investors could use one of those right now.</p><p>On Friday evening, SpaceX launched NASA’s Crew-10 mission carrying Commander Anne McClain, Pilot Nichole Ayers, Mission Specialist Takuya Onishi, and Russian cosmonaut Kirill Peskov in a Dragon space capsule to the International Space Station.</p><p>Dragon successfully docked with the ISS on Saturday evening, about 28 hours after takeoff. SpaceX has now carried 60 crew members to the ISS.</p><p>SpaceX is the only U.S. company that can make the trip.</p><p>The mission will also facilitate the return of astronauts Butch Wilmore and Suni Williams. In June, they traveled to the ISS on a Boeing Starliner, but technical difficulties prevented Boeing from bringing them home. Williams and Wilmore will return in the Dragon capsule currently docked at the ISS. The ship that just docked will stay.</p><p style=\"text-align: start;\">It’s another impressive event for SpaceX. What SpaceX has to do with Tesla is a valid question, though. There are a few things to consider.</p><p style=\"text-align: start;\">For starters, Elon Musk, of course, runs them both. (At current prices, Musk’s Tesla stake is valued at about $170 billion. His SpaceX stake is closer to $150 billion.)</p><p style=\"text-align: start;\">Next, a SpaceX success is good for Musk, and Tesla investors will take any good Musk news these days. For weeks, investors have worried that Musk’s political activities in the Trump administration are turning off core Tesla buyers—politically left-leaning people wanting to go green.</p><p style=\"text-align: start;\">Tesla sales in the U.S., Europe, and China were weak to start the year. It might not all be Musk. RBC analyst Tom Narayan points out that the Model Y changeover explains part of the weakness. Tesla recently updated its most popular model and is ramping up production of the new Y. There is typically an air pocket when sales of an old car model fall as buyers wait for the upgrade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f4eee24b51caa1a25a12be1a6e8975b\" tg-width=\"444\" tg-height=\"862\"/></p><p>Finally, there is a robot angle.</p><p style=\"text-align: start;\">Musk tweeted about SpaceX on Saturday morning before the docking, saying that his rocket company will be headed to Mars in 2026, “carrying Optimus,” adding “if those landings go well, then human landings may start as soon as 2029.”</p><p style=\"text-align: start;\">Humans can only target Mars every two years or so. That’s when the planets’ orbital paths are relatively close.</p><p style=\"text-align: start;\">Optimus is Tesla’s AI-trained humanoid robot, which Tesla wants to start selling as early as this year.</p><p style=\"text-align: start;\">Musk, and Nvidia CEO Jensen Huang,believethat an age of useful AI-trained robots is just around the corner. It’s a new business for Tesla, and a robot assisting with a trip to Mars, in any capacity, would be quite a feat, demonstrating substantial progress developing the robot.</p><p style=\"text-align: start;\">Narayan rates Tesla shares Buy. The nascent robot business represents only 1% of his $440 price target, which could move higher if Optimus successfully helps SpaceX reach the red planet.</p><p style=\"text-align: start;\">AI-trained self-driving cars represent about 57% of his price target. Tesla is slated to launch a robotaxi service as soon as June.</p><p style=\"text-align: start;\">Robotaxi hype helped Tesla hit almost $489 a share in mid-December. Coming into Monday trading, shares were down 49% from those highs. What’s more, Tesla shares have dropped for eight consecutive weeks, losing 41% over that span. The S&amp;P 500 is down about 6% over that span.</p><p style=\"text-align: start;\">Painful declines like that are why Tesla investors will take any good news, even tangentially good news, right now.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla and SpaceX Crossed Over on Saturday. Maybe That Can Help the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and SpaceX Crossed Over on Saturday. Maybe That Can Help the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-17 08:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">SpaceX, and by extension, Tesla had a good weekend.</p><p style=\"text-align: start;\">Battered Tesla investors could use one of those right now.</p><p>On Friday evening, SpaceX launched NASA’s Crew-10 mission carrying Commander Anne McClain, Pilot Nichole Ayers, Mission Specialist Takuya Onishi, and Russian cosmonaut Kirill Peskov in a Dragon space capsule to the International Space Station.</p><p>Dragon successfully docked with the ISS on Saturday evening, about 28 hours after takeoff. SpaceX has now carried 60 crew members to the ISS.</p><p>SpaceX is the only U.S. company that can make the trip.</p><p>The mission will also facilitate the return of astronauts Butch Wilmore and Suni Williams. In June, they traveled to the ISS on a Boeing Starliner, but technical difficulties prevented Boeing from bringing them home. Williams and Wilmore will return in the Dragon capsule currently docked at the ISS. The ship that just docked will stay.</p><p style=\"text-align: start;\">It’s another impressive event for SpaceX. What SpaceX has to do with Tesla is a valid question, though. There are a few things to consider.</p><p style=\"text-align: start;\">For starters, Elon Musk, of course, runs them both. (At current prices, Musk’s Tesla stake is valued at about $170 billion. His SpaceX stake is closer to $150 billion.)</p><p style=\"text-align: start;\">Next, a SpaceX success is good for Musk, and Tesla investors will take any good Musk news these days. For weeks, investors have worried that Musk’s political activities in the Trump administration are turning off core Tesla buyers—politically left-leaning people wanting to go green.</p><p style=\"text-align: start;\">Tesla sales in the U.S., Europe, and China were weak to start the year. It might not all be Musk. RBC analyst Tom Narayan points out that the Model Y changeover explains part of the weakness. Tesla recently updated its most popular model and is ramping up production of the new Y. There is typically an air pocket when sales of an old car model fall as buyers wait for the upgrade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f4eee24b51caa1a25a12be1a6e8975b\" tg-width=\"444\" tg-height=\"862\"/></p><p>Finally, there is a robot angle.</p><p style=\"text-align: start;\">Musk tweeted about SpaceX on Saturday morning before the docking, saying that his rocket company will be headed to Mars in 2026, “carrying Optimus,” adding “if those landings go well, then human landings may start as soon as 2029.”</p><p style=\"text-align: start;\">Humans can only target Mars every two years or so. That’s when the planets’ orbital paths are relatively close.</p><p style=\"text-align: start;\">Optimus is Tesla’s AI-trained humanoid robot, which Tesla wants to start selling as early as this year.</p><p style=\"text-align: start;\">Musk, and Nvidia CEO Jensen Huang,believethat an age of useful AI-trained robots is just around the corner. It’s a new business for Tesla, and a robot assisting with a trip to Mars, in any capacity, would be quite a feat, demonstrating substantial progress developing the robot.</p><p style=\"text-align: start;\">Narayan rates Tesla shares Buy. The nascent robot business represents only 1% of his $440 price target, which could move higher if Optimus successfully helps SpaceX reach the red planet.</p><p style=\"text-align: start;\">AI-trained self-driving cars represent about 57% of his price target. Tesla is slated to launch a robotaxi service as soon as June.</p><p style=\"text-align: start;\">Robotaxi hype helped Tesla hit almost $489 a share in mid-December. Coming into Monday trading, shares were down 49% from those highs. What’s more, Tesla shares have dropped for eight consecutive weeks, losing 41% over that span. The S&amp;P 500 is down about 6% over that span.</p><p style=\"text-align: start;\">Painful declines like that are why Tesla investors will take any good news, even tangentially good news, right now.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4548":"巴美列捷福持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4598":"佩洛西持仓","DXYZ":"Destiny Tech100 Inc","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4581":"高盛持仓","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4555":"新能源车","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1548497426.USD":"安联环球人工智能AT Acc","TSLL":"2倍做多TSLA ETF-Direxion","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4612":"AI芯片","SG9999015978.USD":"利安颠覆性创新基金A"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2520994302","content_text":"SpaceX, and by extension, Tesla had a good weekend.Battered Tesla investors could use one of those right now.On Friday evening, SpaceX launched NASA’s Crew-10 mission carrying Commander Anne McClain, Pilot Nichole Ayers, Mission Specialist Takuya Onishi, and Russian cosmonaut Kirill Peskov in a Dragon space capsule to the International Space Station.Dragon successfully docked with the ISS on Saturday evening, about 28 hours after takeoff. SpaceX has now carried 60 crew members to the ISS.SpaceX is the only U.S. company that can make the trip.The mission will also facilitate the return of astronauts Butch Wilmore and Suni Williams. In June, they traveled to the ISS on a Boeing Starliner, but technical difficulties prevented Boeing from bringing them home. Williams and Wilmore will return in the Dragon capsule currently docked at the ISS. The ship that just docked will stay.It’s another impressive event for SpaceX. What SpaceX has to do with Tesla is a valid question, though. There are a few things to consider.For starters, Elon Musk, of course, runs them both. (At current prices, Musk’s Tesla stake is valued at about $170 billion. His SpaceX stake is closer to $150 billion.)Next, a SpaceX success is good for Musk, and Tesla investors will take any good Musk news these days. For weeks, investors have worried that Musk’s political activities in the Trump administration are turning off core Tesla buyers—politically left-leaning people wanting to go green.Tesla sales in the U.S., Europe, and China were weak to start the year. It might not all be Musk. RBC analyst Tom Narayan points out that the Model Y changeover explains part of the weakness. Tesla recently updated its most popular model and is ramping up production of the new Y. There is typically an air pocket when sales of an old car model fall as buyers wait for the upgrade.Finally, there is a robot angle.Musk tweeted about SpaceX on Saturday morning before the docking, saying that his rocket company will be headed to Mars in 2026, “carrying Optimus,” adding “if those landings go well, then human landings may start as soon as 2029.”Humans can only target Mars every two years or so. That’s when the planets’ orbital paths are relatively close.Optimus is Tesla’s AI-trained humanoid robot, which Tesla wants to start selling as early as this year.Musk, and Nvidia CEO Jensen Huang,believethat an age of useful AI-trained robots is just around the corner. It’s a new business for Tesla, and a robot assisting with a trip to Mars, in any capacity, would be quite a feat, demonstrating substantial progress developing the robot.Narayan rates Tesla shares Buy. The nascent robot business represents only 1% of his $440 price target, which could move higher if Optimus successfully helps SpaceX reach the red planet.AI-trained self-driving cars represent about 57% of his price target. Tesla is slated to launch a robotaxi service as soon as June.Robotaxi hype helped Tesla hit almost $489 a share in mid-December. Coming into Monday trading, shares were down 49% from those highs. What’s more, Tesla shares have dropped for eight consecutive weeks, losing 41% over that span. The S&P 500 is down about 6% over that span.Painful declines like that are why Tesla investors will take any good news, even tangentially good news, right now.","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"DXYZ":0.6}},"isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413261160972696,"gmtCreate":1741926880570,"gmtModify":1741926882386,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413261160972696","repostId":"2519062812","repostType":2,"repost":{"id":"2519062812","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1741925446,"share":"https://ttm.financial/m/news/2519062812?lang=en_US&edition=fundamental","pubTime":"2025-03-14 12:10","market":"sg","language":"en","title":"Market Chatter: KT, Palantir Technologies Partner to Boost AI Business","url":"https://stock-news.laohu8.com/highlight/detail?id=2519062812","media":"MT Newswires Live","summary":"South Korean telecommunications firm KT  partnered with Denver-based Palantir Technologies to accelerate its AI transformation business in the US and explore opportunities in South Korea.The partnership will integrate Palantir's AI solutions with KT's cloud and network infrastructure to offer optimized AI services in South Korea, Yonhap News reported Thursday.Shares of KT rose nearly 2% in recent trade on Friday.","content":"<html><body><p> South Korean telecommunications firm KT (KRX:030200) partnered with Denver-based Palantir Technologies to accelerate its AI transformation business in the US and explore opportunities in South Korea.</p><p>The partnership will integrate Palantir's AI solutions with KT's cloud and network infrastructure to offer optimized AI services in South Korea, Yonhap News reported Thursday.</p><p>Shares of KT rose nearly 2% in recent trade on Friday.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>","source":"mtnewswires_news","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>Market Chatter: KT, Palantir Technologies Partner to Boost AI Business</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\">\nMarket Chatter: KT, Palantir Technologies Partner to Boost AI Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-03-14 12:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> South Korean telecommunications firm KT (KRX:030200) partnered with Denver-based Palantir Technologies to accelerate its AI transformation business in the US and explore opportunities in South Korea.</p><p>The partnership will integrate Palantir's AI solutions with KT's cloud and network infrastructure to offer optimized AI services in South Korea, Yonhap News reported Thursday.</p><p>Shares of KT rose nearly 2% in recent trade on Friday.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4547":"WSB热门概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4613":"AI应用软件","BK4588":"碎股","BK4023":"应用软件","BK4115":"综合电信业务","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","PLTR":"Palantir Technologies Inc.","BK4543":"AI","KT":"韩国电信"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2519062812","content_text":"South Korean telecommunications firm KT (KRX:030200) partnered with Denver-based Palantir Technologies to accelerate its AI transformation business in the US and explore opportunities in South Korea.The partnership will integrate Palantir's AI solutions with KT's cloud and network infrastructure to offer optimized AI services in South Korea, Yonhap News reported Thursday.Shares of KT rose nearly 2% in recent trade on Friday.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","news_type":1,"symbols_score_info":{"KT":1,"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410202537488792,"gmtCreate":1741130800438,"gmtModify":1741130803232,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Broadcom(AVGO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410202537488792","repostId":"1180949249","repostType":4,"isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407913696469160,"gmtCreate":1740611489038,"gmtModify":1740611493172,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; This confirms all the multi-billion $ investment plans of the magnificent 7. Deepseek was just a road bump.... And a buying opportunity for&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> stock...&nbsp;[Miser]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; This confirms all the multi-billion $ investment plans of the magnificent 7. Deepseek was just a road bump.... And a buying opportunity for&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> stock...&nbsp;[Miser]&nbsp;&nbsp;","text":"$NVIDIA Corp(NVDA)$ This confirms all the multi-billion $ investment plans of the magnificent 7. Deepseek was just a road bump.... And a buying opportunity for $NVIDIA Corp(NVDA)$ stock... [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407913696469160","repostId":"2514893824","repostType":2,"repost":{"id":"2514893824","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1740605951,"share":"https://ttm.financial/m/news/2514893824?lang=en_US&edition=fundamental","pubTime":"2025-02-27 05:39","market":"us","language":"en","title":"Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'","url":"https://stock-news.laohu8.com/highlight/detail?id=2514893824","media":"Benzinga","summary":"A break down of the top highlights from Nvidia&#39;s Q4 financial results and a look at what&#39;s ahead for the semiconductor giant.","content":"<html><body><p><strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) reported fourth-quarter financial results after market close Wednesday.</p>\n<p>Here are the key highlights.</p>\n<p><strong>Nvidia's Key Q4 Numbers</strong>: Nvidia reported fourth-quarter revenue of $39.3 billion, up 12% quarter-over-quarter and up 78% year-over-year. The revenue total beat a Street consensus estimate of $38.05 billion according to data from Benzinga Pro.</p>\n<p>The quarterly revenue total was a company record.</p>\n<p>Nvidia reported fourth-quarter earnings of 89 cents per share, marking an 82% year-over-year increase and exceeding the Street consensus estimate of 84 cents per share.</p>\n<p>\"Demand for Blackwell is amazing as reasoning AI adds another scaling law – increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,\" Nvidia CEO<strong> Jensen Huang </strong>said.</p>\n<p>Full fiscal year revenue was $130.5 billion, a company record, up 114% year-over-year.</p>\n<p><strong>Read Also: Nvidia Stock ‘Quite Cheap’ Ahead Of Q4 Earnings: Analyst Says ‘Growth Story Is Intact’</strong></p>\n<p><strong>Nvidia's Q4 Performance By Segment:</strong> Data center revenue was once again a company record in the fourth quarter.</p>\n<p>Here is a look at the revenue performance by operating business segment.</p>\n<figure><table><tbody><tr><td>Segment</td><td>Revenue</td><td>Year-over-Year change</td><td>Quarter-over-Quarter change</td></tr><tr><td>Data Center</td><td>$35.6 billion</td><td>+93% </td><td>+16%</td></tr><tr><td>Gaming &amp; AI PC</td><td>$2.5 billion</td><td>-11%</td><td>-22%</td></tr><tr><td>Professional Visualization</td><td>$511 million</td><td>+10%</td><td>+5%</td></tr><tr><td>Automotive </td><td>$570 million</td><td>+103%</td><td>+27%</td></tr></tbody></table></figure>\n<p><strong>What's Next</strong>: The company’s guidance for first-quarter revenue is $43.0 billion, +/—2%. According to data from Benzinga Pro, this is ahead of a street consensus estimate of $41.75 billion.</p>\n<p>The company guides for non-GAAP gross margins to be 71% in the first quarter.</p>\n<p>“We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries,\" Huang said.</p>\n<p><strong>NVDA Price Action</strong>: Nvidia stock is down 0.8% to $130.43 in after-hours trading versus a 52-week trading range of $75.61 to $153.13.</p>\n<p><strong>Read Next: </strong></p>\n<ul>\n<li><strong>Nvidia Stock Stumbles Into Q4 Earnings: Can It Defy NVDA Bears?</strong></li>\n</ul>\n<figure><div>\n</div></figure>\n<p><em>Photo: jamesonwu1972/Shutterstock.com</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'</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 Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-02-27 05:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) reported fourth-quarter financial results after market close Wednesday.</p>\n<p>Here are the key highlights.</p>\n<p><strong>Nvidia's Key Q4 Numbers</strong>: Nvidia reported fourth-quarter revenue of $39.3 billion, up 12% quarter-over-quarter and up 78% year-over-year. The revenue total beat a Street consensus estimate of $38.05 billion according to data from Benzinga Pro.</p>\n<p>The quarterly revenue total was a company record.</p>\n<p>Nvidia reported fourth-quarter earnings of 89 cents per share, marking an 82% year-over-year increase and exceeding the Street consensus estimate of 84 cents per share.</p>\n<p>\"Demand for Blackwell is amazing as reasoning AI adds another scaling law – increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,\" Nvidia CEO<strong> Jensen Huang </strong>said.</p>\n<p>Full fiscal year revenue was $130.5 billion, a company record, up 114% year-over-year.</p>\n<p><strong>Read Also: Nvidia Stock ‘Quite Cheap’ Ahead Of Q4 Earnings: Analyst Says ‘Growth Story Is Intact’</strong></p>\n<p><strong>Nvidia's Q4 Performance By Segment:</strong> Data center revenue was once again a company record in the fourth quarter.</p>\n<p>Here is a look at the revenue performance by operating business segment.</p>\n<figure><table><tbody><tr><td>Segment</td><td>Revenue</td><td>Year-over-Year change</td><td>Quarter-over-Quarter change</td></tr><tr><td>Data Center</td><td>$35.6 billion</td><td>+93% </td><td>+16%</td></tr><tr><td>Gaming &amp; AI PC</td><td>$2.5 billion</td><td>-11%</td><td>-22%</td></tr><tr><td>Professional Visualization</td><td>$511 million</td><td>+10%</td><td>+5%</td></tr><tr><td>Automotive </td><td>$570 million</td><td>+103%</td><td>+27%</td></tr></tbody></table></figure>\n<p><strong>What's Next</strong>: The company’s guidance for first-quarter revenue is $43.0 billion, +/—2%. According to data from Benzinga Pro, this is ahead of a street consensus estimate of $41.75 billion.</p>\n<p>The company guides for non-GAAP gross margins to be 71% in the first quarter.</p>\n<p>“We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries,\" Huang said.</p>\n<p><strong>NVDA Price Action</strong>: Nvidia stock is down 0.8% to $130.43 in after-hours trading versus a 52-week trading range of $75.61 to $153.13.</p>\n<p><strong>Read Next: </strong></p>\n<ul>\n<li><strong>Nvidia Stock Stumbles Into Q4 Earnings: Can It Defy NVDA Bears?</strong></li>\n</ul>\n<figure><div>\n</div></figure>\n<p><em>Photo: jamesonwu1972/Shutterstock.com</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/earnings/25/02/43991607/nvidia-q4-earnings-highlights-revenue-beat-eps-beat-demand-for-blackwell-is-amazing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514893824","content_text":"NVIDIA Corporation (NASDAQ:NVDA) reported fourth-quarter financial results after market close Wednesday.\nHere are the key highlights.\nNvidia's Key Q4 Numbers: Nvidia reported fourth-quarter revenue of $39.3 billion, up 12% quarter-over-quarter and up 78% year-over-year. The revenue total beat a Street consensus estimate of $38.05 billion according to data from Benzinga Pro.\nThe quarterly revenue total was a company record.\nNvidia reported fourth-quarter earnings of 89 cents per share, marking an 82% year-over-year increase and exceeding the Street consensus estimate of 84 cents per share.\n\"Demand for Blackwell is amazing as reasoning AI adds another scaling law – increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,\" Nvidia CEO Jensen Huang said.\nFull fiscal year revenue was $130.5 billion, a company record, up 114% year-over-year.\nRead Also: Nvidia Stock ‘Quite Cheap’ Ahead Of Q4 Earnings: Analyst Says ‘Growth Story Is Intact’\nNvidia's Q4 Performance By Segment: Data center revenue was once again a company record in the fourth quarter.\nHere is a look at the revenue performance by operating business segment.\nSegmentRevenueYear-over-Year changeQuarter-over-Quarter changeData Center$35.6 billion+93% +16%Gaming & AI PC$2.5 billion-11%-22%Professional Visualization$511 million+10%+5%Automotive $570 million+103%+27%\nWhat's Next: The company’s guidance for first-quarter revenue is $43.0 billion, +/—2%. According to data from Benzinga Pro, this is ahead of a street consensus estimate of $41.75 billion.\nThe company guides for non-GAAP gross margins to be 71% in the first quarter.\n“We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries,\" Huang said.\nNVDA Price Action: Nvidia stock is down 0.8% to $130.43 in after-hours trading versus a 52-week trading range of $75.61 to $153.13.\nRead Next: \n\nNvidia Stock Stumbles Into Q4 Earnings: Can It Defy NVDA Bears?\n\n\n\nPhoto: jamesonwu1972/Shutterstock.com","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":408053881987328,"gmtCreate":1740611147303,"gmtModify":1740611151420,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"single digit growth only is a bummer for OCBC, adding to it the relatively weak guidance for the upcoming quarters isn't helping it's cause. DBS on the other hand appears to be the much stronger performing asset. Furthermore, them looking ahead to the future and recognizing the AI trend throughout the world and reacting to it, is a good look for DBS. I think DBS is the best play here, probably followed by UOB and OCBC being a distant third. <a href=\"https://ttm.financial/S/O39.SI\"> $ocbc bank(O39.SI)$ </a><a href=\"https://ttm.financial/S/D05.SI\"> $DBS Group Holdings(D05.SI)$ </a><a href=\"https://ttm.financial/S/U11.SI\"> $UOB(U11.SI)$ </a>","listText":"single digit growth only is a bummer for OCBC, adding to it the relatively weak guidance for the upcoming quarters isn't helping it's cause. DBS on the other hand appears to be the much stronger performing asset. Furthermore, them looking ahead to the future and recognizing the AI trend throughout the world and reacting to it, is a good look for DBS. I think DBS is the best play here, probably followed by UOB and OCBC being a distant third. <a href=\"https://ttm.financial/S/O39.SI\"> $ocbc bank(O39.SI)$ </a><a href=\"https://ttm.financial/S/D05.SI\"> $DBS Group Holdings(D05.SI)$ </a><a href=\"https://ttm.financial/S/U11.SI\"> $UOB(U11.SI)$ </a>","text":"single digit growth only is a bummer for OCBC, adding to it the relatively weak guidance for the upcoming quarters isn't helping it's cause. DBS on the other hand appears to be the much stronger performing asset. Furthermore, them looking ahead to the future and recognizing the AI trend throughout the world and reacting to it, is a good look for DBS. I think DBS is the best play here, probably followed by UOB and OCBC being a distant third. $ocbc bank(O39.SI)$ $DBS Group Holdings(D05.SI)$ $UOB(U11.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/408053881987328","isVote":1,"tweetType":1,"viewCount":3366,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092089958464120","authorId":"4092089958464120","name":"SnideWhistle","avatar":"https://community-static.tradeup.com/news/9992678a3b309b2dc39710c495b8a1c0","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4092089958464120","idStr":"4092089958464120"},"content":"Perhaps the share price already obviously says it all… I’m speaking from a simple layman’s point of view 😅","text":"Perhaps the share price already obviously says it all… I’m speaking from a simple layman’s point of view 😅","html":"Perhaps the share price already obviously says it all… I’m speaking from a simple layman’s point of view 😅"},{"author":{"id":"4104463084108650","authorId":"4104463084108650","name":"antiti","avatar":"https://static.itradeup.com/news/799de6aa16aee34a13e36b139ff24e8a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4104463084108650","idStr":"4104463084108650"},"content":"Yes, agree. Bullish on the long term trend of DBS[Miser]","text":"Yes, agree. Bullish on the long term trend of DBS[Miser]","html":"Yes, agree. Bullish on the long term trend of DBS[Miser]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405462074737000,"gmtCreate":1740028698535,"gmtModify":1740028702459,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"exactly my thoughts this morning ... <a href=\"https://ttm.financial/S/PLTR\"> $</a><a href=\"https://ttm.financial/S/PLTR\">Palantir</a><a href=\"https://ttm.financial/S/PLTR\"> Technologies Inc.(</a><a href=\"https://ttm.financial/S/PLTR\">PLTR</a><a href=\"https://ttm.financial/S/PLTR\">)$ </a> [Miser]","listText":"exactly my thoughts this morning ... <a href=\"https://ttm.financial/S/PLTR\"> $</a><a href=\"https://ttm.financial/S/PLTR\">Palantir</a><a href=\"https://ttm.financial/S/PLTR\"> Technologies Inc.(</a><a href=\"https://ttm.financial/S/PLTR\">PLTR</a><a href=\"https://ttm.financial/S/PLTR\">)$ </a> [Miser]","text":"exactly my thoughts this morning ... $Palantir Technologies Inc.(PLTR)$ [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405462074737000","repostId":"405429677310608","repostType":1,"repost":{"id":405429677310608,"gmtCreate":1740020893422,"gmtModify":1740034909724,"author":{"id":"4174181632108162","authorId":"4174181632108162","name":"Emotional Investor","avatar":"https://community-static.tradeup.com/news/57ce43901504951c0ec8b4e69e083150","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4174181632108162","idStr":"4174181632108162"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> yet one more example of a total market overreaction. The reality is that pltr will SAVE the government money with its software, why would you dump a product that will reduce your spending in the medium term? Wake up and smell the coffee! This is just another <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> another opportunity to take advantage of market stupidity. As retail investors we all need to realise it when hedge fund market manipulators use fear to drive the market down so they can pick up stocks cheap&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> yet one more example of a total market overreaction. The reality is that pltr will SAVE the government money with its software, why would you dump a product that will reduce your spending in the medium term? Wake up and smell the coffee! This is just another <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> another opportunity to take advantage of market stupidity. As retail investors we all need to realise it when hedge fund market manipulators use fear to drive the market down so they can pick up stocks cheap&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ yet one more example of a total market overreaction. The reality is that pltr will SAVE the government money with its software, why would you dump a product that will reduce your spending in the medium term? Wake up and smell the coffee! This is just another $NVIDIA(NVDA)$ another opportunity to take advantage of market stupidity. As retail investors we all need to realise it when hedge fund market manipulators use fear to drive the market down so they can pick up stocks cheap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405429677310608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405375669145864,"gmtCreate":1740007132168,"gmtModify":1740007135851,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"It's coming ... Time to find some quantum computing stocks ...&nbsp; Anyone any suggestions?&nbsp; <a href=\"https://ttm.financial/S/QUBT\">$Quantum Computing Inc.(QUBT)$ </a>&nbsp;","listText":"It's coming ... Time to find some quantum computing stocks ...&nbsp; Anyone any suggestions?&nbsp; <a href=\"https://ttm.financial/S/QUBT\">$Quantum Computing Inc.(QUBT)$ </a>&nbsp;","text":"It's coming ... Time to find some quantum computing stocks ... Anyone any suggestions? $Quantum Computing Inc.(QUBT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405375669145864","repostId":"1157660198","repostType":4,"repost":{"id":"1157660198","kind":"news","pubTimestamp":1739982028,"share":"https://ttm.financial/m/news/1157660198?lang=en_US&edition=fundamental","pubTime":"2025-02-20 00:20","market":"us","language":"en","title":"Microsoft Unveils Quantum Computing Chip for Future Data Centers","url":"https://stock-news.laohu8.com/highlight/detail?id=1157660198","media":"Bloomberg","summary":"Nascent tech could enable chemistry, health care advancesQuantum computing has seen flurry of recent announcementsMicrosoft Corp. announced its first quantum computing chip, a major step in the compan","content":"<div>\n<p>Nascent tech could enable chemistry, health care advancesQuantum computing has seen flurry of recent announcementsMicrosoft Corp. announced its first quantum computing chip, a major step in the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-19/microsoft-unveils-quantum-computing-chip-for-future-data-centers\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Microsoft Unveils Quantum Computing Chip for Future Data Centers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Unveils Quantum Computing Chip for Future Data Centers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 00:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-19/microsoft-unveils-quantum-computing-chip-for-future-data-centers><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nascent tech could enable chemistry, health care advancesQuantum computing has seen flurry of recent announcementsMicrosoft Corp. announced its first quantum computing chip, a major step in the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-19/microsoft-unveils-quantum-computing-chip-for-future-data-centers\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARQQ":"Arqit Quantum Inc.","IONQ":"IONQ Inc.","QUBT":"Quantum Computing Inc.","RGTI":"Rigetti Computing","HOLO":"MicroCloud Hologram Inc.","QMCO":"昆腾","QBTS":"D-Wave Quantum Inc.","GOOG":"谷歌","LAES":"SEALSQ Corp","GOOGL":"谷歌A","MSFT":"微软"},"source_url":"https://www.bloomberg.com/news/articles/2025-02-19/microsoft-unveils-quantum-computing-chip-for-future-data-centers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157660198","content_text":"Nascent tech could enable chemistry, health care advancesQuantum computing has seen flurry of recent announcementsMicrosoft Corp. announced its first quantum computing chip, a major step in the company’s effort to produce devices that might someday solve problems beyond the reach of modern computers.The company says its Majorana 1 chip harnesses 8 qubits, the building blocks of quantum computing, on a sticky-note-sized piece of hardware it figures could eventually host 1 million of them. Right now, the chip is capable of little more than solving math problems that prove it can be controlled. But Microsoft engineers say it’s far enough along to serve as the foundation for future quantum machines.Quantum computing stocks jumped in morning trading. Quantum Computing Inc. and SEALSQ Corp rose 7%; Rigetti Computing and D-Wave Quantum Inc. rose 5%; IONQ Inc. and QUANTUM CORP rose 2%.Microsoft’s announcement indicates that its engineers have found a way to deploy the particles that make quantum computing possible in a system that might one day power data centers and enable advances in fields like chemistry and health care. Some of the findings, outlining the operation of what the company calls a topoconductor, are being published Wednesday in the journal Nature.“Scientists actually theorized this in 1937,” said Jason Zander, a Microsoft executive vice president charged with bringing quantum and other promising technologies to market. “It’s taken us nearly a hundred years to prove it. Now we can harness it.” He added that quantum machines will be doing useful things in “years, not decades.”The field of quantum computing, whose imminent arrival has been predicted for about a decade, has seen a flurry of announcements in recent months indicating that the machines may be nearing practical utility.The technology marks a departure from the foundational structure of computers. Whether it’s an iPhone or a supercomputer in a data center, all computers process information in units called bits, which are encoded as either a one or a zero. Quantum bits – or qubits – represent probabilities of a one or a zero, at times appearing as both.Owing to that pliability, strings of qubits can consider several possibilities at once, enabling them to find solutions to problems that befuddle traditional machines firmly tethered to ones and zeroes. Alphabet Inc.’s Google in December announced that its own new quantum chip took five minutes to reason through a problem that would take traditional computers longer to solve than the universe’s age.The trouble – for Google, Microsoft and a host of startups plugging away at quantum machines — is the technology’s error rate. Producing the particles that can be electronically controlled requires supercooled, quiet environments because stray heat or sound waves can introduce mistakes. In experiments, these particles blink in and out of existence in a fraction of a second. And correcting their errors can be as big a challenge as creating the particles.Microsoft, which started its quantum work in 2004, took a different approach than most by focusing its efforts on minimizing errors — specifically on Majorana, quasiparticles named for the Italian physicist who theorized them in the 1930s. Microsoft believes Majorana qubits will prove less prone to inadvertent flips between ones and zeros than qubits created by other approaches.To isolate and control Majorana, Microsoft cobbled together, atom-by-atom, strips of indium-arsenide, and joined aluminum nanowires together in an H shape. When cooled to near absolute zero and precisely tuned with a magnetic field, Majorana are induced at each of the letter’s four ends, making a single qubit. It gives off signals — the ones and zeroes — that engineers can read with microwaves. That structure can be repeated across a chip.There were some false starts: Microsoft researchers thought they’d identified the particles in 2018, but later retracted the paper that sought to prove it. Eventually they cracked the problem and managed to create and measure Majorana a few years later.","news_type":1,"symbols_score_info":{"GOOG":1.1,"ARQQ":1.1,"GOOGL":1.1,"QBTS":1.1,"MSFT":1.1,"RGTI":1.1,"IONQ":1.1,"HOLO":1.1,"QUBT":1.1,"QMCO":1.1,"LAES":1.1}},"isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402447453565192,"gmtCreate":1739281635284,"gmtModify":1739281638721,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"Keep an eye out for&nbsp;<a href=\"https://ttm.financial/S/PDYN\">$PALLADYNE AI CORP(PDYN)$ </a>&nbsp;<a href=\"https://ttm.financial/S/PDYN\">$PALLADYNE AI CORP(PDYN)$ </a>&nbsp;","listText":"Keep an eye out for&nbsp;<a href=\"https://ttm.financial/S/PDYN\">$PALLADYNE AI CORP(PDYN)$ </a>&nbsp;<a href=\"https://ttm.financial/S/PDYN\">$PALLADYNE AI CORP(PDYN)$ </a>&nbsp;","text":"Keep an eye out for $PALLADYNE AI CORP(PDYN)$ $PALLADYNE AI CORP(PDYN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402447453565192","repostId":"2509256687","repostType":2,"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402236864340256,"gmtCreate":1739229671550,"gmtModify":1739229675109,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"One to watch ...&nbsp;<a href=\"https://ttm.financial/S/PDYN\">$PALLADYNE AI CORP(PDYN)$ </a>&nbsp;","listText":"One to watch ...&nbsp;<a href=\"https://ttm.financial/S/PDYN\">$PALLADYNE AI CORP(PDYN)$ </a>&nbsp;","text":"One to watch ... $PALLADYNE AI CORP(PDYN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402236864340256","repostId":"402212465250784","repostType":1,"repost":{"id":402212465250784,"gmtCreate":1739223881555,"gmtModify":1739224134847,"author":{"id":"4177263596677932","authorId":"4177263596677932","name":"Bullaroo","avatar":"https://community-static.tradeup.com/news/d07d07325e506814e24316743b80e468","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177263596677932","idStr":"4177263596677932"},"themes":[],"title":"PDYN Surges 21.95%: AI Robotics Leader in Focus Amid Breakout and Strong Fundamentals","htmlText":"Palladyne AI Corp. ( <a href=\"https://ttm.financial/S/PDYN\">$PALLADYNE AI CORP(PDYN)$</a> ) in Focus Today Palladyne AI Corp. is a cutting-edge artificial intelligence (AI) and machine learning (ML) company specializing in robotic automation across industries such as industrial manufacturing, defence, and logistics. The company's proprietary AI solutions enable autonomous decision-making, improving efficiency and adaptability in complex environments. Stock Performance &amp; Financial Overview: Today, PDYN's stock soared 21.95%, closing at $12.11, reflecting strong investor interest and bullish sentiment. The stock traded between $10.20 and $12.38 during the session, with a remarkable trading volume of over 11.6 million shares. This surge has driven PDYN’s market capitalization to approxima","listText":"Palladyne AI Corp. ( <a href=\"https://ttm.financial/S/PDYN\">$PALLADYNE AI CORP(PDYN)$</a> ) in Focus Today Palladyne AI Corp. is a cutting-edge artificial intelligence (AI) and machine learning (ML) company specializing in robotic automation across industries such as industrial manufacturing, defence, and logistics. The company's proprietary AI solutions enable autonomous decision-making, improving efficiency and adaptability in complex environments. Stock Performance &amp; Financial Overview: Today, PDYN's stock soared 21.95%, closing at $12.11, reflecting strong investor interest and bullish sentiment. The stock traded between $10.20 and $12.38 during the session, with a remarkable trading volume of over 11.6 million shares. This surge has driven PDYN’s market capitalization to approxima","text":"Palladyne AI Corp. ( $PALLADYNE AI CORP(PDYN)$ ) in Focus Today Palladyne AI Corp. is a cutting-edge artificial intelligence (AI) and machine learning (ML) company specializing in robotic automation across industries such as industrial manufacturing, defence, and logistics. The company's proprietary AI solutions enable autonomous decision-making, improving efficiency and adaptability in complex environments. Stock Performance & Financial Overview: Today, PDYN's stock soared 21.95%, closing at $12.11, reflecting strong investor interest and bullish sentiment. The stock traded between $10.20 and $12.38 during the session, with a remarkable trading volume of over 11.6 million shares. This surge has driven PDYN’s market capitalization to approxima","images":[{"img":"https://community-static.tradeup.com/news/592b460a5dbf905d3e89dc346765d309","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402212465250784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401653261271304,"gmtCreate":1739087740682,"gmtModify":1739087745319,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> The Mag 7 now represent almost 35% of the S&amp;P 500, and they matter far more than staples stocks. Let’s hope their underperformance isn’t the start of a similar period of decline.","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> The Mag 7 now represent almost 35% of the S&amp;P 500, and they matter far more than staples stocks. Let’s hope their underperformance isn’t the start of a similar period of decline.","text":"$Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ The Mag 7 now represent almost 35% of the S&P 500, and they matter far more than staples stocks. Let’s hope their underperformance isn’t the start of a similar period of decline.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/401653261271304","repostId":"1165485299","repostType":4,"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400726820917704,"gmtCreate":1738841130121,"gmtModify":1738841134907,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"Great insights to&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"Great insights to&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"Great insights to $Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400726820917704","repostId":"399902317433400","repostType":1,"repost":{"id":399902317433400,"gmtCreate":1738657623951,"gmtModify":1738657958698,"author":{"id":"3581730064782630","authorId":"3581730064782630","name":"Ultrahisham","avatar":"https://community-static.tradeup.com/news/bab3e4284f4d91bbf2336426480f1c44","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581730064782630","idStr":"3581730064782630"},"themes":[],"htmlText":"Is It Time for AMD to Rise? For years, Advanced Micro Devices (AMD) has been a well-known player in the semiconductor and computing world, but its journey has been anything but smooth. After facing significant struggles against its primary rival, Intel, for much of the early 2000s and even through the 2010s, AMD found itself on the brink of irrelevance in the tech world. However, in recent years, AMD has begun to rise from the ashes, and many believe its time to shine may be now. Let’s take a closer look at AMD’s past struggles, its recent comeback, and whether it’s positioned to continue its rise in the highly competitive world of technology. A Rocky Journey: AMD’s Struggles in the Past In the early 2000s, AMD gained ground against Intel with its successful Athlon and Opteron series. Its","listText":"Is It Time for AMD to Rise? For years, Advanced Micro Devices (AMD) has been a well-known player in the semiconductor and computing world, but its journey has been anything but smooth. After facing significant struggles against its primary rival, Intel, for much of the early 2000s and even through the 2010s, AMD found itself on the brink of irrelevance in the tech world. However, in recent years, AMD has begun to rise from the ashes, and many believe its time to shine may be now. Let’s take a closer look at AMD’s past struggles, its recent comeback, and whether it’s positioned to continue its rise in the highly competitive world of technology. A Rocky Journey: AMD’s Struggles in the Past In the early 2000s, AMD gained ground against Intel with its successful Athlon and Opteron series. Its","text":"Is It Time for AMD to Rise? For years, Advanced Micro Devices (AMD) has been a well-known player in the semiconductor and computing world, but its journey has been anything but smooth. After facing significant struggles against its primary rival, Intel, for much of the early 2000s and even through the 2010s, AMD found itself on the brink of irrelevance in the tech world. However, in recent years, AMD has begun to rise from the ashes, and many believe its time to shine may be now. Let’s take a closer look at AMD’s past struggles, its recent comeback, and whether it’s positioned to continue its rise in the highly competitive world of technology. A Rocky Journey: AMD’s Struggles in the Past In the early 2000s, AMD gained ground against Intel with its successful Athlon and Opteron series. Its","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399902317433400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400682673746584,"gmtCreate":1738830168266,"gmtModify":1738830172159,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Getting in on&nbsp;<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> today and planning of buying and holding long term.&nbsp;[Miser]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Getting in on&nbsp;<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> today and planning of buying and holding long term.&nbsp;[Miser]&nbsp;&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Getting in on $SoFi Technologies Inc.(SOFI)$ today and planning of buying and holding long term. [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400682673746584","isVote":1,"tweetType":1,"viewCount":2236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400228117172664,"gmtCreate":1738737082652,"gmtModify":1738737087150,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"Time to get in&nbsp;<a href=\"https://ttm.financial/S/XIACY\">$Xiaomi Corp.(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v> or&nbsp;<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> ??&nbsp; Which one should it be??&nbsp;","listText":"Time to get in&nbsp;<a href=\"https://ttm.financial/S/XIACY\">$Xiaomi Corp.(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v> or&nbsp;<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> ??&nbsp; Which one should it be??&nbsp;","text":"Time to get in $Xiaomi Corp.(XIACY)$ or $XIAOMI-W(01810)$ ?? Which one should it be??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400228117172664","repostId":"2509259034","repostType":4,"repost":{"id":"2509259034","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1738736140,"share":"https://ttm.financial/m/news/2509259034?lang=en_US&edition=fundamental","pubTime":"2025-02-05 14:15","market":"hk","language":"en","title":"Xiaomi Founder Sets 10,000 Sales Target for Luxury Version of Flagship EV","url":"https://stock-news.laohu8.com/highlight/detail?id=2509259034","media":"Reuters","summary":"BEIJING, Feb 5 (Reuters) - The luxury version of Xiaomi's flagship electric vehicle, the SU7 Ultra, will be launched at the end of February, with a sales target of 10,000 units for this year, founder Lei Jun said on his Red Note account on Wednesday.","content":"<html><head></head><body><p>BEIJING, Feb 5 (Reuters) - The luxury version of Xiaomi&#39;s flagship electric vehicle, the SU7 Ultra, will be launched at the end of February, with a sales target of 10,000 units for this year, founder Lei Jun said on his Red Note account on Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xiaomi Founder Sets 10,000 Sales Target for Luxury Version of Flagship EV</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\">\nXiaomi Founder Sets 10,000 Sales Target for Luxury Version of Flagship EV\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-02-05 14:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BEIJING, Feb 5 (Reuters) - The luxury version of Xiaomi&#39;s flagship electric vehicle, the SU7 Ultra, will be launched at the end of February, with a sales target of 10,000 units for this year, founder Lei Jun said on his Red Note account on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250205:nP8N3M104W:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509259034","content_text":"BEIJING, Feb 5 (Reuters) - The luxury version of Xiaomi's flagship electric vehicle, the SU7 Ultra, will be launched at the end of February, with a sales target of 10,000 units for this year, founder Lei Jun said on his Red Note account on Wednesday.","news_type":1,"symbols_score_info":{"XIACY":1.1,"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399956788511384,"gmtCreate":1738670734973,"gmtModify":1738902071901,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> crazy results... What a banger! Is it too late to get on board??&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> crazy results... What a banger! Is it too late to get on board??&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ crazy results... What a banger! Is it too late to get on board??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399956788511384","isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":408053881987328,"gmtCreate":1740611147303,"gmtModify":1740611151420,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"single digit growth only is a bummer for OCBC, adding to it the relatively weak guidance for the upcoming quarters isn't helping it's cause. DBS on the other hand appears to be the much stronger performing asset. Furthermore, them looking ahead to the future and recognizing the AI trend throughout the world and reacting to it, is a good look for DBS. I think DBS is the best play here, probably followed by UOB and OCBC being a distant third. <a href=\"https://ttm.financial/S/O39.SI\"> $ocbc bank(O39.SI)$ </a><a href=\"https://ttm.financial/S/D05.SI\"> $DBS Group Holdings(D05.SI)$ </a><a href=\"https://ttm.financial/S/U11.SI\"> $UOB(U11.SI)$ </a>","listText":"single digit growth only is a bummer for OCBC, adding to it the relatively weak guidance for the upcoming quarters isn't helping it's cause. DBS on the other hand appears to be the much stronger performing asset. Furthermore, them looking ahead to the future and recognizing the AI trend throughout the world and reacting to it, is a good look for DBS. I think DBS is the best play here, probably followed by UOB and OCBC being a distant third. <a href=\"https://ttm.financial/S/O39.SI\"> $ocbc bank(O39.SI)$ </a><a href=\"https://ttm.financial/S/D05.SI\"> $DBS Group Holdings(D05.SI)$ </a><a href=\"https://ttm.financial/S/U11.SI\"> $UOB(U11.SI)$ </a>","text":"single digit growth only is a bummer for OCBC, adding to it the relatively weak guidance for the upcoming quarters isn't helping it's cause. DBS on the other hand appears to be the much stronger performing asset. Furthermore, them looking ahead to the future and recognizing the AI trend throughout the world and reacting to it, is a good look for DBS. I think DBS is the best play here, probably followed by UOB and OCBC being a distant third. $ocbc bank(O39.SI)$ $DBS Group Holdings(D05.SI)$ $UOB(U11.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/408053881987328","isVote":1,"tweetType":1,"viewCount":3366,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092089958464120","authorId":"4092089958464120","name":"SnideWhistle","avatar":"https://community-static.tradeup.com/news/9992678a3b309b2dc39710c495b8a1c0","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4092089958464120","idStr":"4092089958464120"},"content":"Perhaps the share price already obviously says it all… I’m speaking from a simple layman’s point of view 😅","text":"Perhaps the share price already obviously says it all… I’m speaking from a simple layman’s point of view 😅","html":"Perhaps the share price already obviously says it all… I’m speaking from a simple layman’s point of view 😅"},{"author":{"id":"4104463084108650","authorId":"4104463084108650","name":"antiti","avatar":"https://static.itradeup.com/news/799de6aa16aee34a13e36b139ff24e8a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4104463084108650","idStr":"4104463084108650"},"content":"Yes, agree. Bullish on the long term trend of DBS[Miser]","text":"Yes, agree. Bullish on the long term trend of DBS[Miser]","html":"Yes, agree. Bullish on the long term trend of DBS[Miser]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":651383124,"gmtCreate":1681474121470,"gmtModify":1681475286898,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BFLY\">$Butterfly Network Inc(BFLY)$&nbsp;</a>[Strong]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BFLY\">$Butterfly Network Inc(BFLY)$&nbsp;</a>[Strong]&nbsp;","text":"$Butterfly Network Inc(BFLY)$ [Strong]","images":[{"img":"https://static.tigerbbs.com/e729f0ec93dd73bd0a8c6cdfe0fabea3","width":"750","height":"1273"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/651383124","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405375669145864,"gmtCreate":1740007132168,"gmtModify":1740007135851,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"It's coming ... Time to find some quantum computing stocks ...&nbsp; Anyone any suggestions?&nbsp; <a href=\"https://ttm.financial/S/QUBT\">$Quantum Computing Inc.(QUBT)$ </a>&nbsp;","listText":"It's coming ... Time to find some quantum computing stocks ...&nbsp; Anyone any suggestions?&nbsp; <a href=\"https://ttm.financial/S/QUBT\">$Quantum Computing Inc.(QUBT)$ </a>&nbsp;","text":"It's coming ... Time to find some quantum computing stocks ... Anyone any suggestions? $Quantum Computing Inc.(QUBT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405375669145864","repostId":"1157660198","repostType":4,"repost":{"id":"1157660198","kind":"news","pubTimestamp":1739982028,"share":"https://ttm.financial/m/news/1157660198?lang=en_US&edition=fundamental","pubTime":"2025-02-20 00:20","market":"us","language":"en","title":"Microsoft Unveils Quantum Computing Chip for Future Data Centers","url":"https://stock-news.laohu8.com/highlight/detail?id=1157660198","media":"Bloomberg","summary":"Nascent tech could enable chemistry, health care advancesQuantum computing has seen flurry of recent announcementsMicrosoft Corp. announced its first quantum computing chip, a major step in the compan","content":"<div>\n<p>Nascent tech could enable chemistry, health care advancesQuantum computing has seen flurry of recent announcementsMicrosoft Corp. announced its first quantum computing chip, a major step in the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-19/microsoft-unveils-quantum-computing-chip-for-future-data-centers\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Microsoft Unveils Quantum Computing Chip for Future Data Centers</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\">\nMicrosoft Unveils Quantum Computing Chip for Future Data Centers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 00:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-19/microsoft-unveils-quantum-computing-chip-for-future-data-centers><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nascent tech could enable chemistry, health care advancesQuantum computing has seen flurry of recent announcementsMicrosoft Corp. announced its first quantum computing chip, a major step in the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-19/microsoft-unveils-quantum-computing-chip-for-future-data-centers\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARQQ":"Arqit Quantum Inc.","IONQ":"IONQ Inc.","QUBT":"Quantum Computing Inc.","RGTI":"Rigetti Computing","HOLO":"MicroCloud Hologram Inc.","QMCO":"昆腾","QBTS":"D-Wave Quantum Inc.","GOOG":"谷歌","LAES":"SEALSQ Corp","GOOGL":"谷歌A","MSFT":"微软"},"source_url":"https://www.bloomberg.com/news/articles/2025-02-19/microsoft-unveils-quantum-computing-chip-for-future-data-centers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157660198","content_text":"Nascent tech could enable chemistry, health care advancesQuantum computing has seen flurry of recent announcementsMicrosoft Corp. announced its first quantum computing chip, a major step in the company’s effort to produce devices that might someday solve problems beyond the reach of modern computers.The company says its Majorana 1 chip harnesses 8 qubits, the building blocks of quantum computing, on a sticky-note-sized piece of hardware it figures could eventually host 1 million of them. Right now, the chip is capable of little more than solving math problems that prove it can be controlled. But Microsoft engineers say it’s far enough along to serve as the foundation for future quantum machines.Quantum computing stocks jumped in morning trading. Quantum Computing Inc. and SEALSQ Corp rose 7%; Rigetti Computing and D-Wave Quantum Inc. rose 5%; IONQ Inc. and QUANTUM CORP rose 2%.Microsoft’s announcement indicates that its engineers have found a way to deploy the particles that make quantum computing possible in a system that might one day power data centers and enable advances in fields like chemistry and health care. Some of the findings, outlining the operation of what the company calls a topoconductor, are being published Wednesday in the journal Nature.“Scientists actually theorized this in 1937,” said Jason Zander, a Microsoft executive vice president charged with bringing quantum and other promising technologies to market. “It’s taken us nearly a hundred years to prove it. Now we can harness it.” He added that quantum machines will be doing useful things in “years, not decades.”The field of quantum computing, whose imminent arrival has been predicted for about a decade, has seen a flurry of announcements in recent months indicating that the machines may be nearing practical utility.The technology marks a departure from the foundational structure of computers. Whether it’s an iPhone or a supercomputer in a data center, all computers process information in units called bits, which are encoded as either a one or a zero. Quantum bits – or qubits – represent probabilities of a one or a zero, at times appearing as both.Owing to that pliability, strings of qubits can consider several possibilities at once, enabling them to find solutions to problems that befuddle traditional machines firmly tethered to ones and zeroes. Alphabet Inc.’s Google in December announced that its own new quantum chip took five minutes to reason through a problem that would take traditional computers longer to solve than the universe’s age.The trouble – for Google, Microsoft and a host of startups plugging away at quantum machines — is the technology’s error rate. Producing the particles that can be electronically controlled requires supercooled, quiet environments because stray heat or sound waves can introduce mistakes. In experiments, these particles blink in and out of existence in a fraction of a second. And correcting their errors can be as big a challenge as creating the particles.Microsoft, which started its quantum work in 2004, took a different approach than most by focusing its efforts on minimizing errors — specifically on Majorana, quasiparticles named for the Italian physicist who theorized them in the 1930s. Microsoft believes Majorana qubits will prove less prone to inadvertent flips between ones and zeros than qubits created by other approaches.To isolate and control Majorana, Microsoft cobbled together, atom-by-atom, strips of indium-arsenide, and joined aluminum nanowires together in an H shape. When cooled to near absolute zero and precisely tuned with a magnetic field, Majorana are induced at each of the letter’s four ends, making a single qubit. It gives off signals — the ones and zeroes — that engineers can read with microwaves. That structure can be repeated across a chip.There were some false starts: Microsoft researchers thought they’d identified the particles in 2018, but later retracted the paper that sought to prove it. Eventually they cracked the problem and managed to create and measure Majorana a few years later.","news_type":1,"symbols_score_info":{"GOOG":1.1,"ARQQ":1.1,"GOOGL":1.1,"QBTS":1.1,"MSFT":1.1,"RGTI":1.1,"IONQ":1.1,"HOLO":1.1,"QUBT":1.1,"QMCO":1.1,"LAES":1.1}},"isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942874326,"gmtCreate":1681195617366,"gmtModify":1681195620583,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BEPC\">$Brookfield Renewable Corp.(BEPC)$ &nbsp;</a>for sure is on my next-to-buy list .... 💰","listText":"<a href=\"https://ttm.financial/S/BEPC\">$Brookfield Renewable Corp.(BEPC)$ &nbsp;</a>for sure is on my next-to-buy list .... 💰","text":"$Brookfield Renewable Corp.(BEPC)$ for sure is on my next-to-buy list .... 💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942874326","repostId":"2326693364","repostType":4,"repost":{"id":"2326693364","kind":"highlight","pubTimestamp":1681192649,"share":"https://ttm.financial/m/news/2326693364?lang=en_US&edition=fundamental","pubTime":"2023-04-11 13:57","market":"us","language":"en","title":"My 5 Top Stocks to Buy in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2326693364","media":"Motley Fool","summary":"These stocks share one primary common denominator -- great growth prospects.","content":"<div>\n<p>Investing in stocks ranks as one of the best ways to make money over the long term. That's obvious when you look at the past. And while history doesn't repeat itself, the factors that caused stocks to...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/10/my-5-top-stocks-to-buy-in-april/\">Source Link</a>\n\n</div>\n","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>My 5 Top Stocks to Buy in April</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\">\nMy 5 Top Stocks to Buy in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 13:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/10/my-5-top-stocks-to-buy-in-april/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing in stocks ranks as one of the best ways to make money over the long term. That's obvious when you look at the past. And while history doesn't repeat itself, the factors that caused stocks to...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/10/my-5-top-stocks-to-buy-in-april/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVN":"德文能源","BEP":"Brookfield Renewable Partners LP","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/04/10/my-5-top-stocks-to-buy-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326693364","content_text":"Investing in stocks ranks as one of the best ways to make money over the long term. That's obvious when you look at the past. And while history doesn't repeat itself, the factors that caused stocks to perform well over the last century will likely prevail over the next 100 years as well.But which stocks are the best picks to enable you to make money? Like most investors, I have my own opinion on how to answer that question. Here are my top five stocks to buy in April.1. AmazonAmazon (AMZN 0.95%) stands out as one of the most impressive companies in the world, in my view. It has transformed retail and created a huge cloud-hosting market. I like the stock right now for two primary reasons.First, I think Amazon Web Services (AWS) still has tremendous growth prospects. Amazon CEO Andy Jassy predicts that AWS's market could expand exponentially over the next 10 to 15 years as organizations shift IT spending from on-premises to the cloud. I'm confident that Jassy is right and that AWS will among the biggest winners from this trend.Second, Amazon is taking key steps to reduce its costs. The company could be much more profitable if it continues to work to maximize margins. My take is that Amazon's earnings will grow significantly over the next several years. 2. Brookfield RenewableFew businesses have as clear of a pathway to growth as Brookfield Renewable (BEP -0.03%) (BEPC -1.51%). The demand for renewable energy will almost certainly increase as governments and corporations across the world scramble to reduce carbon emissions. Brookfield Renewable is in a great position to help address the higher demand for renewable energy. The company's development pipeline includes 110 gigawatts of capacity, more than four times its current capacity of around 25 gigawatts. I also like Brookfield Renewable's dividend yield of over 4.4%. Of the 12 high-yield dividend stocks in my portfolio, I view Brookfield Renewable as the best of the bunch.3. Devon EnergySpeaking of great dividends, Devon Energy (DVN -1.16%) currently offers a dividend yield of nearly 9.6%. But should you be worried about the oil producer's two dividend cuts in recent months? I don't think so.Devon's dividend has two components -- fixed and variable. The variable portion is based on excess free cash flow. As you might expect for an oil company, excess free cash flow fluctuated with oil prices. The good news for Devon's dividend (and share price) is that oil prices are likely to rise with Saudi Arabia announcing that it's reducing oil production. I expect that Devon will deliver tremendous total returns at least over the next few years. 4. The Trade DeskThe Trade Desk (TTD 3.77%) ranks as the biggest winner of these five stocks so far in 2023. Shares of the advertising technology leader have soared nearly 36% year to date. Is it too late to buy this high-flying stock? Nope.Ad-supported connected TV (CTV) still has tremendous growth ahead. The Trade Desk's platform is ideally suited for helping advertisers buy CTV ads that provide the biggest bang for the buck. Also, only around 10% of the company's advertising spend currently comes from international markets. The Trade Desk has a major opportunity outside of the U.S.The biggest concern for this stock is that its valuation is at a nose-bleed level. However, I think the premium price tag is worth it based on The Trade Desk's future prospects.5. Vertex PharmaceuticalsThere's no healthcare stock that I like more right now than Vertex Pharmaceuticals (VRTX -0.09%). The big biotech continues to deliver solid revenue and earnings growth thanks to its cystic fibrosis (CF) drugs. Those therapies currently have no competition in treating the underlying cause of CF. The nearest rival is at best years away from even having a chance at winning regulatory approvals.Vertex is now one step closer to bringing a new blockbuster to market. The company and its partner, CRISPR Therapeutics, recently completed their submission to the U.S. Food and Drug Administration for approval of exa-cel in treating rare blood disorders sickle cell disease and transfusion-dependent beta-thalassemia. Vertex and CRISPR Therapeutics also await European Union approvals in both indications.Two other pipeline programs could be launched by the end of 2024. Vertex expects to complete late-stage testing for non-opioid pain drug VX-548 by early next year. The company is also evaluating a triple-drug combo in treating CF in late-stage testing. Both products have the potential to generate annual sales of more than $2 billion.","news_type":1,"symbols_score_info":{"AMZN":0.9,"BEP":0.9,"DVN":0.9}},"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942050377,"gmtCreate":1681088480499,"gmtModify":1681088483003,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"Got.to.love&nbsp;<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$ &nbsp;</a>","listText":"Got.to.love&nbsp;<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$ &nbsp;</a>","text":"Got.to.love $Broadcom(AVGO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9942050377","repostId":"9948034735","repostType":1,"repost":{"id":9948034735,"gmtCreate":1680608631027,"gmtModify":1680608701620,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618821228","idStr":"3527667618821228"},"themes":[],"title":"Q12023: The 20 Most Profitable Companies in the World","htmlText":"The survival and development of a company are based on profitability as the primary condition. There are two important indicators to understand profitability.The first is gross margin.Gross margin is a direct reflection of the relationship between a company's selling price and its cost of sales, and does not take into account other factors that may affect profitability, so this indicator is a more intuitive reflection of the competitiveness of the company's products.The second one is EBITDA.EBIT is used to measure the profitability of a company's main business, while EBITDA is used to measure the ability of a company to generate cash flow from its main business. More and more investors are focusing on EBIT and EBITDA instead of net income because it is simply a measure of net income, while","listText":"The survival and development of a company are based on profitability as the primary condition. There are two important indicators to understand profitability.The first is gross margin.Gross margin is a direct reflection of the relationship between a company's selling price and its cost of sales, and does not take into account other factors that may affect profitability, so this indicator is a more intuitive reflection of the competitiveness of the company's products.The second one is EBITDA.EBIT is used to measure the profitability of a company's main business, while EBITDA is used to measure the ability of a company to generate cash flow from its main business. More and more investors are focusing on EBIT and EBITDA instead of net income because it is simply a measure of net income, while","text":"The survival and development of a company are based on profitability as the primary condition. There are two important indicators to understand profitability.The first is gross margin.Gross margin is a direct reflection of the relationship between a company's selling price and its cost of sales, and does not take into account other factors that may affect profitability, so this indicator is a more intuitive reflection of the competitiveness of the company's products.The second one is EBITDA.EBIT is used to measure the profitability of a company's main business, while EBITDA is used to measure the ability of a company to generate cash flow from its main business. More and more investors are focusing on EBIT and EBITDA instead of net income because it is simply a measure of net income, while","images":[{"img":"https://community-static.tradeup.com/news/11fa6d09a584b2ee6e1510edf6679324","width":"984","height":"552"},{"img":"https://community-static.tradeup.com/news/4b0966611403aeec377ab8da61ef8987","width":"1085","height":"552"},{"img":"https://community-static.tradeup.com/news/68b60ed1d301643c7641c5a98ef59a37","width":"990","height":"552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948034735","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407913696469160,"gmtCreate":1740611489038,"gmtModify":1740611493172,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; This confirms all the multi-billion $ investment plans of the magnificent 7. Deepseek was just a road bump.... And a buying opportunity for&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> stock...&nbsp;[Miser]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; This confirms all the multi-billion $ investment plans of the magnificent 7. Deepseek was just a road bump.... And a buying opportunity for&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> stock...&nbsp;[Miser]&nbsp;&nbsp;","text":"$NVIDIA Corp(NVDA)$ This confirms all the multi-billion $ investment plans of the magnificent 7. Deepseek was just a road bump.... And a buying opportunity for $NVIDIA Corp(NVDA)$ stock... [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407913696469160","repostId":"2514893824","repostType":2,"repost":{"id":"2514893824","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1740605951,"share":"https://ttm.financial/m/news/2514893824?lang=en_US&edition=fundamental","pubTime":"2025-02-27 05:39","market":"us","language":"en","title":"Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'","url":"https://stock-news.laohu8.com/highlight/detail?id=2514893824","media":"Benzinga","summary":"A break down of the top highlights from Nvidia&#39;s Q4 financial results and a look at what&#39;s ahead for the semiconductor giant.","content":"<html><body><p><strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) reported fourth-quarter financial results after market close Wednesday.</p>\n<p>Here are the key highlights.</p>\n<p><strong>Nvidia's Key Q4 Numbers</strong>: Nvidia reported fourth-quarter revenue of $39.3 billion, up 12% quarter-over-quarter and up 78% year-over-year. The revenue total beat a Street consensus estimate of $38.05 billion according to data from Benzinga Pro.</p>\n<p>The quarterly revenue total was a company record.</p>\n<p>Nvidia reported fourth-quarter earnings of 89 cents per share, marking an 82% year-over-year increase and exceeding the Street consensus estimate of 84 cents per share.</p>\n<p>\"Demand for Blackwell is amazing as reasoning AI adds another scaling law – increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,\" Nvidia CEO<strong> Jensen Huang </strong>said.</p>\n<p>Full fiscal year revenue was $130.5 billion, a company record, up 114% year-over-year.</p>\n<p><strong>Read Also: Nvidia Stock ‘Quite Cheap’ Ahead Of Q4 Earnings: Analyst Says ‘Growth Story Is Intact’</strong></p>\n<p><strong>Nvidia's Q4 Performance By Segment:</strong> Data center revenue was once again a company record in the fourth quarter.</p>\n<p>Here is a look at the revenue performance by operating business segment.</p>\n<figure><table><tbody><tr><td>Segment</td><td>Revenue</td><td>Year-over-Year change</td><td>Quarter-over-Quarter change</td></tr><tr><td>Data Center</td><td>$35.6 billion</td><td>+93% </td><td>+16%</td></tr><tr><td>Gaming &amp; AI PC</td><td>$2.5 billion</td><td>-11%</td><td>-22%</td></tr><tr><td>Professional Visualization</td><td>$511 million</td><td>+10%</td><td>+5%</td></tr><tr><td>Automotive </td><td>$570 million</td><td>+103%</td><td>+27%</td></tr></tbody></table></figure>\n<p><strong>What's Next</strong>: The company’s guidance for first-quarter revenue is $43.0 billion, +/—2%. According to data from Benzinga Pro, this is ahead of a street consensus estimate of $41.75 billion.</p>\n<p>The company guides for non-GAAP gross margins to be 71% in the first quarter.</p>\n<p>“We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries,\" Huang said.</p>\n<p><strong>NVDA Price Action</strong>: Nvidia stock is down 0.8% to $130.43 in after-hours trading versus a 52-week trading range of $75.61 to $153.13.</p>\n<p><strong>Read Next: </strong></p>\n<ul>\n<li><strong>Nvidia Stock Stumbles Into Q4 Earnings: Can It Defy NVDA Bears?</strong></li>\n</ul>\n<figure><div>\n</div></figure>\n<p><em>Photo: jamesonwu1972/Shutterstock.com</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'</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 Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-02-27 05:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) reported fourth-quarter financial results after market close Wednesday.</p>\n<p>Here are the key highlights.</p>\n<p><strong>Nvidia's Key Q4 Numbers</strong>: Nvidia reported fourth-quarter revenue of $39.3 billion, up 12% quarter-over-quarter and up 78% year-over-year. The revenue total beat a Street consensus estimate of $38.05 billion according to data from Benzinga Pro.</p>\n<p>The quarterly revenue total was a company record.</p>\n<p>Nvidia reported fourth-quarter earnings of 89 cents per share, marking an 82% year-over-year increase and exceeding the Street consensus estimate of 84 cents per share.</p>\n<p>\"Demand for Blackwell is amazing as reasoning AI adds another scaling law – increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,\" Nvidia CEO<strong> Jensen Huang </strong>said.</p>\n<p>Full fiscal year revenue was $130.5 billion, a company record, up 114% year-over-year.</p>\n<p><strong>Read Also: Nvidia Stock ‘Quite Cheap’ Ahead Of Q4 Earnings: Analyst Says ‘Growth Story Is Intact’</strong></p>\n<p><strong>Nvidia's Q4 Performance By Segment:</strong> Data center revenue was once again a company record in the fourth quarter.</p>\n<p>Here is a look at the revenue performance by operating business segment.</p>\n<figure><table><tbody><tr><td>Segment</td><td>Revenue</td><td>Year-over-Year change</td><td>Quarter-over-Quarter change</td></tr><tr><td>Data Center</td><td>$35.6 billion</td><td>+93% </td><td>+16%</td></tr><tr><td>Gaming &amp; AI PC</td><td>$2.5 billion</td><td>-11%</td><td>-22%</td></tr><tr><td>Professional Visualization</td><td>$511 million</td><td>+10%</td><td>+5%</td></tr><tr><td>Automotive </td><td>$570 million</td><td>+103%</td><td>+27%</td></tr></tbody></table></figure>\n<p><strong>What's Next</strong>: The company’s guidance for first-quarter revenue is $43.0 billion, +/—2%. According to data from Benzinga Pro, this is ahead of a street consensus estimate of $41.75 billion.</p>\n<p>The company guides for non-GAAP gross margins to be 71% in the first quarter.</p>\n<p>“We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries,\" Huang said.</p>\n<p><strong>NVDA Price Action</strong>: Nvidia stock is down 0.8% to $130.43 in after-hours trading versus a 52-week trading range of $75.61 to $153.13.</p>\n<p><strong>Read Next: </strong></p>\n<ul>\n<li><strong>Nvidia Stock Stumbles Into Q4 Earnings: Can It Defy NVDA Bears?</strong></li>\n</ul>\n<figure><div>\n</div></figure>\n<p><em>Photo: jamesonwu1972/Shutterstock.com</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/earnings/25/02/43991607/nvidia-q4-earnings-highlights-revenue-beat-eps-beat-demand-for-blackwell-is-amazing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514893824","content_text":"NVIDIA Corporation (NASDAQ:NVDA) reported fourth-quarter financial results after market close Wednesday.\nHere are the key highlights.\nNvidia's Key Q4 Numbers: Nvidia reported fourth-quarter revenue of $39.3 billion, up 12% quarter-over-quarter and up 78% year-over-year. The revenue total beat a Street consensus estimate of $38.05 billion according to data from Benzinga Pro.\nThe quarterly revenue total was a company record.\nNvidia reported fourth-quarter earnings of 89 cents per share, marking an 82% year-over-year increase and exceeding the Street consensus estimate of 84 cents per share.\n\"Demand for Blackwell is amazing as reasoning AI adds another scaling law – increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,\" Nvidia CEO Jensen Huang said.\nFull fiscal year revenue was $130.5 billion, a company record, up 114% year-over-year.\nRead Also: Nvidia Stock ‘Quite Cheap’ Ahead Of Q4 Earnings: Analyst Says ‘Growth Story Is Intact’\nNvidia's Q4 Performance By Segment: Data center revenue was once again a company record in the fourth quarter.\nHere is a look at the revenue performance by operating business segment.\nSegmentRevenueYear-over-Year changeQuarter-over-Quarter changeData Center$35.6 billion+93% +16%Gaming & AI PC$2.5 billion-11%-22%Professional Visualization$511 million+10%+5%Automotive $570 million+103%+27%\nWhat's Next: The company’s guidance for first-quarter revenue is $43.0 billion, +/—2%. According to data from Benzinga Pro, this is ahead of a street consensus estimate of $41.75 billion.\nThe company guides for non-GAAP gross margins to be 71% in the first quarter.\n“We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries,\" Huang said.\nNVDA Price Action: Nvidia stock is down 0.8% to $130.43 in after-hours trading versus a 52-week trading range of $75.61 to $153.13.\nRead Next: \n\nNvidia Stock Stumbles Into Q4 Earnings: Can It Defy NVDA Bears?\n\n\n\nPhoto: jamesonwu1972/Shutterstock.com","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417491602203032,"gmtCreate":1742945392878,"gmtModify":1742952937760,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it.","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it.","text":"$Broadcom(AVGO)$ Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417491602203032","repostId":"1144806846","repostType":2,"repost":{"id":"1144806846","kind":"news","pubTimestamp":1742870257,"share":"https://ttm.financial/m/news/1144806846?lang=en_US&edition=fundamental","pubTime":"2025-03-25 10:37","market":"us","language":"en","title":"Broadcom's AI Boom Reshapes the Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1144806846","media":"Tradingkey","summary":"AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9","content":"<html><head></head><body><ul style=\"list-style-type: disc;\"><li><p>AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.</p></li><li><p>Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9 billion, with an EBITDA margin of 68% and $6 billion free cash flow.</p></li><li><p>VMware Acquisition: The $61 billion deal accelerates Broadcom’s shift to software, boosting recurring revenue and strengthening enterprise cloud adoption.</p></li><li><p>Premium Valuation: Broadcom trades at 22.8x EV/EBITDA, a 66% sector premium, requiring sustained AI-driven expansion to justify its high price tag.</p></li></ul><p style=\"text-align: start;\">TradingKey - Broadcom Inc. has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions.</p><p style=\"text-align: start;\">On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors. Broadcom&#39;s long-term thesis is based on being positioned to capitalize on the AI wave, expansion of software offerings into enterprises, and competitive strength in networking solutions. The $61 billion VMware acquisition is a transition to a software-led model of expansion that will drive revenue predictability and profitability.</p><p style=\"text-align: start;\">Broadcom&#39;s ability to capitalize on the wave of AI is a distinguishing factor that separates it from legacy semiconductor players. While other industry players have their eyes on developing direct AI chips, Broadcom provides connectivity solutions that make operations hassle-free through the help of AI. But even with positive fundamentals, valuation is a concern with it being at a premium. The investors will have to weigh Broadcom&#39;s competitive advantage against implementation risks to place their bet on the company&#39;s shares.</p><h2 id=\"id_404003372\" style=\"text-align: start;\">Business Summary: Semiconductors &amp; Software Infrastructure Colossus</h2><p style=\"text-align: start;\">Broadcom&#39;s business is divided into two primary segments: semiconductor solutions and infrastructure software. The semiconductor business involves networking, broadband, wireless, and AI accelerators, while infrastructure software business involves mainframe, cybersecurity, and cloud solutions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab3eb69b3d24c73f1d5adf6790ab5e6b\" alt=\"altText\" title=\"altText\" tg-width=\"792\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Revenues derived through AI increased 77% YoY to $4.1 billion in Q1 2025 due to hyperscalers ramping up spending on AI XPU and connectivity. The infrastructure software business achieved a still more impressive 47% YoY increase due to adoption by enterprises and VMware integration into Broadcom&#39;s ecosystem. Such aggressive revenue expansion in software offsets Broadcom&#39;s high-margin semiconductor business model and allows it to ride out industry cyclicality over time.</p><p style=\"text-align: start;\">Broadcom&#39;s VMware acquisition secures its cloud and virtualization position while raising concern over risks of implementation. The acquisition will help Broadcom boost its base of recurring revenue by reducing dependency on cyclic semiconductor demand. Broadcom&#39;s strategy around AI is to provide connectivity solutions, AI interconnects, and merchant AI accelerators (XPUs) to hyperscale cloud providers.</p><p style=\"text-align: start;\">As more complex data center infrastructure is needed to handle AI workloads, Broadcom is well-positioned to capitalize on secular trends driving demand for high-speed connectivity solutions and network AI based on Ethernet. The company&#39;s technology lead around AI interconnects will be key to driving long-term growth.</p><p style=\"text-align: start;\">Broadcom is no longer merely a semiconductor company. Its expansion into software, particularly with VMware, offsets revenue volatility that follows chip demand cycles. However, software integration issues can mute synergistic hopes and slow revenue expansion.</p><h2 id=\"id_1403876869\" style=\"text-align: start;\">Competitive Landscape: The War Heats Up</h2><p style=\"text-align: start;\">The competitive scenario in the semiconductor and software space is transforming at a very rapid rate with AI-powered infrastructure at their core. Broadcom is competing with semiconductor and software companies such as Nvidia (NVDA), AMD (AMD), Intel (INTC), and Cisco (CSCO). </p><p style=\"text-align: start;\">Nvidia is way ahead in AI GPUs with their CUDA platform and deep learning. Broadcom&#39;s AI networking and connectivity products remain essential to hyperscalers constructing AI infrastructure. Unlike Nvidia and AMD&#39;s focus on compute-centric capabilities in AI, Broadcom&#39;s focus remains on high-speed interconnects and merchant AI accelerators that allow it to scale up AI workloads.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf0e6d37dc3c0277d35ac5de13a96909\" alt=\"altText\" title=\"altText\" tg-width=\"792\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Even with such advantages, price pressure will still exist. As hardware margins narrow, Broadcom&#39;s pricing power on AI connectivity will be questioned. Furthermore, AMD and Intel continue to expand their AI-focused offerings with additional competition to the broader data center ecosystem. Another risk is that cloud providers design their own customized silicon internally, making Broadcom solutions increasingly dependent over time.</p><p style=\"text-align: start;\">Broadcom&#39;s rich IP portfolio with ~21,000 patents and close customer relationship with hyperscalers do provide a competitive moat that cannot be easily replicated. The transition to Ethernet-based networking in AI provides a significant opportunity for Broadcom to gain more market share, particularly as Ethernet-based solutions scale cost-effectively in AI data centers. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd5d238fceb086402c8af31ecb7c208e\" alt=\"altText\" title=\"altText\" tg-width=\"789\" tg-height=\"446\"/><span>altText</span></p><p style=\"text-align: start;\">Broadcom&#39;s role in network AI remains significant but can no longer be taken for granted with Nvidia&#39;s threat to move into this space. The battle to control AI infrastructure is heating up, and Broadcom will have to continue to innovate and build good customer relationships. If it can defend its market share while building up its presence in AI connectivity, it will remain a dominant player in the space. But if competitors erode its pricing power or cloud providers build stand-alone solutions, Broadcom&#39;s growth will be stifled.</p><h2 id=\"id_1425637189\" style=\"text-align: start;\">Broadcom’s Triple-Threat Growth: How AI, Cloud, and VMware Are Powering Record-Breaking Financials</h2><p style=\"text-align: start;\">Broadcom&#39;s revenue expansion is driven by three key drivers: VMware integration, enterprise cloud adoption, and growth in AI infrastructure. </p><p style=\"text-align: start;\">Financials continue to be record-breaking at Broadcom. Q1 2025 revenue was $14.9 billion, up 25% year over year. Adjusted EBITDA was $10.1 billion with a margin of 68%. Free cash flow was $6.0 billion at 40% of revenue and up 28% year over year. The numbers reflect Broadcom&#39;s ability to generate high operating leverage as it increases sales of products and software solutions related to AI. </p><p style=\"text-align: start;\">Broadcom has grown revenue every year over the past five fiscal years to $51.6 billion in FY2024 from $23.9 billion in FY2020. The rise is a compounded annual growth rate (CAGR) of approximately 21%, indicating that the company has successfully expanded into high-growth areas such as AI infrastructure and cloud software. FY2024 was especially notable with a boost coming through increased adoption of AI-related technologies and seamless integration of acquisitions such as VMware.</p><p style=\"text-align: start;\">The consistent increase in revenues is a reflection of Broadcom&#39;s efficient market penetration and diversification in semiconductor and software sectors. Broadcom has effectively developed resilience against market volatility by diversifying its portfolio and reducing dependency on cyclic hardware markets. Plain and simple, Broadcom&#39;s steady and increasing revenue growth indicates a well-run company that can effectively capitalize on industry trends.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3f8007f1570251076df43665a939f9e\" alt=\"altText\" title=\"altText\" tg-width=\"974\" tg-height=\"438\"/><span>altText</span></p><p style=\"text-align: start;\">Broadcom&#39;s gross margin expansion over recent years demonstrates its cost management efficiency and pricing strength in markets. From a non-GAAP gross margin of 73.5% in FY2020 to 76.5% in FY2024, it increased this level. The expansion can be largely attributed to a shift to higher-margin software products and high-margin AI-driven solutions, reflecting a concern with profitability as well as revenue growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89e13413b259d1506d128d86eec30825\" alt=\"altText\" title=\"altText\" tg-width=\"978\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Adjusted EBITDA has also registered impressive growth to reach close to $31.9 billion in FY2024 from $13.6 billion in FY2020. Such a steep increase is a clear indication of Broadcom&#39;s high operational efficiency and scalability as it takes advantage of high-margin business segments and efficient cost management strategies.</p><p style=\"text-align: start;\">Cost efficiency is a feature of Broadcom&#39;s business model. It incurred $9.3 billion in R&amp;D spending in FY2024 to continue innovating while limiting capital spending to a paltry $100 million in Q1 to showcase asset-light operating efficiency. Broadcom&#39;s focus on software-driven and AI revenue streams enables it to maintain high adjusted EBITDA margins to justify business model scalability. The fact that it is able to sustain healthy profitability while accumulating a portfolio of AI infrastructure illustrates that it is positioned to be a high-growth, high-margin business.</p><p style=\"text-align: start;\">Ultimately, Broadcom&#39;s financial well-being is based on its ability to generate plenty of free cash flow while still spending aggressively on R&amp;D. As long as it continues to invest successfully in high-growth AI and software areas, profitability will continue to be healthy. Integration challenges with VMware and competition in AI networking remain top risks that can hinder continued margin expansion.</p><h2 id=\"id_2125214963\" style=\"text-align: start;\">AI Boom: How Strategic Innovation Turned a Niche Bet into a Powerhouse</h2><p style=\"text-align: start;\">Broadcom&#39;s AI business has become a rapid growth driver generating $12.2 billion in FY2024. Starting at less than 5% of revenue in 2019, Broadcom has strategically built up its AI infrastructure capabilities through leading PCIe Retimer technologies. Broadcom offers differentiated advantages with proprietary 5nm silicon solutions such as 35% lower power consumption and 40% longer reach compared to competitors using third-party solutions. This technology advantage provides significant efficiency and cost-effectiveness in AI data centers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58b8f420fcda8fc9da115c0cbd4786f8\" alt=\"altText\" title=\"altText\" tg-width=\"842\" tg-height=\"418\"/><span>altText</span></p><p style=\"text-align: start;\">Strategically, Broadcom&#39;s positioning within the space of AI is to prioritize high-performance networking and interconnectivity rather than competing head-to-head in Nvidia and AMD&#39;s dense compute space. Its revenue trajectory in AI emphasizes a well-executed strategy to capitalize on hyperscale expansion in the data center space, with scalability and efficiency being at the forefront. Its niche focus with heavy R&amp;D investment and industry-leading technology positions Broadcom to continue healthy growth in the high-growth space of AI infrastructure.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36ef00ed490bc99629165170d711d789\" alt=\"altText\" title=\"altText\" tg-width=\"670\" tg-height=\"350\"/><span>altText</span></p><h2 id=\"id_3242355157\" style=\"text-align: start;\">AVGO’s Pricey AI Bet: Is Its Premium Valuation Justified?</h2><p style=\"text-align: start;\">Even with its strong growth, Broadcom&#39;s valuation continues to be a concern to investors. The company&#39;s current valuation at higher-than-peer multiples is evident in a forward EV/EBITDA of 22.8x against a sector median of 13.7x, a 66% premium. Similarly, its forward P/E multiple of 28.7x against a sector median of 21.5x suggests that investors are pricing in high levels of expansion in AI. However, looking at a PEG ratio of 1.31x against a sector median of 1.67x, it seems that expansion in AI is not yet fully priced into shares and that upside is present. </p><p style=\"text-align: start;\">Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it. The investor will have to take a long-term position with Broadcom with short-term volatility in mind while understanding that it can dominate AI infrastructure markets. The company&#39;s size, diversified revenues, and high free cash flows make it a good institutional portfolio allocation.</p><h2 id=\"id_2927689250\" style=\"text-align: start;\">Concluding Thoughts</h2><p style=\"text-align: start;\">Broadcom’s AI-driven growth, record-breaking revenues, and software expansion position it as a dominant force in AI infrastructure. With AI revenue surge and a strong cash flow engine, its future looks promising. However, its premium valuation requires flawless execution, making it a high-reward but carefully calculated investment.</p></body></html>","source":"lsy1742265190821","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>Broadcom's AI Boom Reshapes the Industry</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\">\nBroadcom's AI Boom Reshapes the Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-25 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey><strong>Tradingkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9...</p>\n\n<a href=\"https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144806846","content_text":"AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9 billion, with an EBITDA margin of 68% and $6 billion free cash flow.VMware Acquisition: The $61 billion deal accelerates Broadcom’s shift to software, boosting recurring revenue and strengthening enterprise cloud adoption.Premium Valuation: Broadcom trades at 22.8x EV/EBITDA, a 66% sector premium, requiring sustained AI-driven expansion to justify its high price tag.TradingKey - Broadcom Inc. has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions.On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors. Broadcom's long-term thesis is based on being positioned to capitalize on the AI wave, expansion of software offerings into enterprises, and competitive strength in networking solutions. The $61 billion VMware acquisition is a transition to a software-led model of expansion that will drive revenue predictability and profitability.Broadcom's ability to capitalize on the wave of AI is a distinguishing factor that separates it from legacy semiconductor players. While other industry players have their eyes on developing direct AI chips, Broadcom provides connectivity solutions that make operations hassle-free through the help of AI. But even with positive fundamentals, valuation is a concern with it being at a premium. The investors will have to weigh Broadcom's competitive advantage against implementation risks to place their bet on the company's shares.Business Summary: Semiconductors & Software Infrastructure ColossusBroadcom's business is divided into two primary segments: semiconductor solutions and infrastructure software. The semiconductor business involves networking, broadband, wireless, and AI accelerators, while infrastructure software business involves mainframe, cybersecurity, and cloud solutions.altTextRevenues derived through AI increased 77% YoY to $4.1 billion in Q1 2025 due to hyperscalers ramping up spending on AI XPU and connectivity. The infrastructure software business achieved a still more impressive 47% YoY increase due to adoption by enterprises and VMware integration into Broadcom's ecosystem. Such aggressive revenue expansion in software offsets Broadcom's high-margin semiconductor business model and allows it to ride out industry cyclicality over time.Broadcom's VMware acquisition secures its cloud and virtualization position while raising concern over risks of implementation. The acquisition will help Broadcom boost its base of recurring revenue by reducing dependency on cyclic semiconductor demand. Broadcom's strategy around AI is to provide connectivity solutions, AI interconnects, and merchant AI accelerators (XPUs) to hyperscale cloud providers.As more complex data center infrastructure is needed to handle AI workloads, Broadcom is well-positioned to capitalize on secular trends driving demand for high-speed connectivity solutions and network AI based on Ethernet. The company's technology lead around AI interconnects will be key to driving long-term growth.Broadcom is no longer merely a semiconductor company. Its expansion into software, particularly with VMware, offsets revenue volatility that follows chip demand cycles. However, software integration issues can mute synergistic hopes and slow revenue expansion.Competitive Landscape: The War Heats UpThe competitive scenario in the semiconductor and software space is transforming at a very rapid rate with AI-powered infrastructure at their core. Broadcom is competing with semiconductor and software companies such as Nvidia (NVDA), AMD (AMD), Intel (INTC), and Cisco (CSCO). Nvidia is way ahead in AI GPUs with their CUDA platform and deep learning. Broadcom's AI networking and connectivity products remain essential to hyperscalers constructing AI infrastructure. Unlike Nvidia and AMD's focus on compute-centric capabilities in AI, Broadcom's focus remains on high-speed interconnects and merchant AI accelerators that allow it to scale up AI workloads.altTextEven with such advantages, price pressure will still exist. As hardware margins narrow, Broadcom's pricing power on AI connectivity will be questioned. Furthermore, AMD and Intel continue to expand their AI-focused offerings with additional competition to the broader data center ecosystem. Another risk is that cloud providers design their own customized silicon internally, making Broadcom solutions increasingly dependent over time.Broadcom's rich IP portfolio with ~21,000 patents and close customer relationship with hyperscalers do provide a competitive moat that cannot be easily replicated. The transition to Ethernet-based networking in AI provides a significant opportunity for Broadcom to gain more market share, particularly as Ethernet-based solutions scale cost-effectively in AI data centers. altTextBroadcom's role in network AI remains significant but can no longer be taken for granted with Nvidia's threat to move into this space. The battle to control AI infrastructure is heating up, and Broadcom will have to continue to innovate and build good customer relationships. If it can defend its market share while building up its presence in AI connectivity, it will remain a dominant player in the space. But if competitors erode its pricing power or cloud providers build stand-alone solutions, Broadcom's growth will be stifled.Broadcom’s Triple-Threat Growth: How AI, Cloud, and VMware Are Powering Record-Breaking FinancialsBroadcom's revenue expansion is driven by three key drivers: VMware integration, enterprise cloud adoption, and growth in AI infrastructure. Financials continue to be record-breaking at Broadcom. Q1 2025 revenue was $14.9 billion, up 25% year over year. Adjusted EBITDA was $10.1 billion with a margin of 68%. Free cash flow was $6.0 billion at 40% of revenue and up 28% year over year. The numbers reflect Broadcom's ability to generate high operating leverage as it increases sales of products and software solutions related to AI. Broadcom has grown revenue every year over the past five fiscal years to $51.6 billion in FY2024 from $23.9 billion in FY2020. The rise is a compounded annual growth rate (CAGR) of approximately 21%, indicating that the company has successfully expanded into high-growth areas such as AI infrastructure and cloud software. FY2024 was especially notable with a boost coming through increased adoption of AI-related technologies and seamless integration of acquisitions such as VMware.The consistent increase in revenues is a reflection of Broadcom's efficient market penetration and diversification in semiconductor and software sectors. Broadcom has effectively developed resilience against market volatility by diversifying its portfolio and reducing dependency on cyclic hardware markets. Plain and simple, Broadcom's steady and increasing revenue growth indicates a well-run company that can effectively capitalize on industry trends.altTextBroadcom's gross margin expansion over recent years demonstrates its cost management efficiency and pricing strength in markets. From a non-GAAP gross margin of 73.5% in FY2020 to 76.5% in FY2024, it increased this level. The expansion can be largely attributed to a shift to higher-margin software products and high-margin AI-driven solutions, reflecting a concern with profitability as well as revenue growth.altTextAdjusted EBITDA has also registered impressive growth to reach close to $31.9 billion in FY2024 from $13.6 billion in FY2020. Such a steep increase is a clear indication of Broadcom's high operational efficiency and scalability as it takes advantage of high-margin business segments and efficient cost management strategies.Cost efficiency is a feature of Broadcom's business model. It incurred $9.3 billion in R&D spending in FY2024 to continue innovating while limiting capital spending to a paltry $100 million in Q1 to showcase asset-light operating efficiency. Broadcom's focus on software-driven and AI revenue streams enables it to maintain high adjusted EBITDA margins to justify business model scalability. The fact that it is able to sustain healthy profitability while accumulating a portfolio of AI infrastructure illustrates that it is positioned to be a high-growth, high-margin business.Ultimately, Broadcom's financial well-being is based on its ability to generate plenty of free cash flow while still spending aggressively on R&D. As long as it continues to invest successfully in high-growth AI and software areas, profitability will continue to be healthy. Integration challenges with VMware and competition in AI networking remain top risks that can hinder continued margin expansion.AI Boom: How Strategic Innovation Turned a Niche Bet into a PowerhouseBroadcom's AI business has become a rapid growth driver generating $12.2 billion in FY2024. Starting at less than 5% of revenue in 2019, Broadcom has strategically built up its AI infrastructure capabilities through leading PCIe Retimer technologies. Broadcom offers differentiated advantages with proprietary 5nm silicon solutions such as 35% lower power consumption and 40% longer reach compared to competitors using third-party solutions. This technology advantage provides significant efficiency and cost-effectiveness in AI data centers.altTextStrategically, Broadcom's positioning within the space of AI is to prioritize high-performance networking and interconnectivity rather than competing head-to-head in Nvidia and AMD's dense compute space. Its revenue trajectory in AI emphasizes a well-executed strategy to capitalize on hyperscale expansion in the data center space, with scalability and efficiency being at the forefront. Its niche focus with heavy R&D investment and industry-leading technology positions Broadcom to continue healthy growth in the high-growth space of AI infrastructure.altTextAVGO’s Pricey AI Bet: Is Its Premium Valuation Justified?Even with its strong growth, Broadcom's valuation continues to be a concern to investors. The company's current valuation at higher-than-peer multiples is evident in a forward EV/EBITDA of 22.8x against a sector median of 13.7x, a 66% premium. Similarly, its forward P/E multiple of 28.7x against a sector median of 21.5x suggests that investors are pricing in high levels of expansion in AI. However, looking at a PEG ratio of 1.31x against a sector median of 1.67x, it seems that expansion in AI is not yet fully priced into shares and that upside is present. Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it. The investor will have to take a long-term position with Broadcom with short-term volatility in mind while understanding that it can dominate AI infrastructure markets. The company's size, diversified revenues, and high free cash flows make it a good institutional portfolio allocation.Concluding ThoughtsBroadcom’s AI-driven growth, record-breaking revenues, and software expansion position it as a dominant force in AI infrastructure. With AI revenue surge and a strong cash flow engine, its future looks promising. However, its premium valuation requires flawless execution, making it a high-reward but carefully calculated investment.","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400682673746584,"gmtCreate":1738830168266,"gmtModify":1738830172159,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Getting in on&nbsp;<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> today and planning of buying and holding long term.&nbsp;[Miser]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Getting in on&nbsp;<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> today and planning of buying and holding long term.&nbsp;[Miser]&nbsp;&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Getting in on $SoFi Technologies Inc.(SOFI)$ today and planning of buying and holding long term. [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400682673746584","isVote":1,"tweetType":1,"viewCount":2236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946533806,"gmtCreate":1680997021006,"gmtModify":1680997024330,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"Finally profitable<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"Finally profitable<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"Finally profitable$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946533806","repostId":"9943062668","repostType":1,"repost":{"id":9943062668,"gmtCreate":1678973343055,"gmtModify":1678974313069,"author":{"id":"3479274700653540","authorId":"3479274700653540","name":"financead","avatar":"https://static.tigerbbs.com/5edd2eb060757aaff1389f44b4f12616","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274700653540","idStr":"3479274700653540"},"themes":[],"title":"Palantir: Now's Your Chance","htmlText":"It seems like Palantir Technologies (NYSE:PLTR<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ) is once again surrounded by bearish narratives. Although the company topped the Street's revenue and EPS estimates in its Q4 report, its shares have plummeted almost 20% since then over concerns relating to itsgrowth momentum, profitability outlook and its rich valuations. In this article, I'll attempt to discuss these points in detail, to eventually explain why the worst is over for Palantir stock and its shareholders. Let's take a closer look to gain a better understanding of it all.Turn to ProfitabilityLet me start by saying that Palantir was founded over 19 years ago, but it has remained unprofitable ever since, due to reasons spanning from diseconomies of its s","listText":"It seems like Palantir Technologies (NYSE:PLTR<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ) is once again surrounded by bearish narratives. Although the company topped the Street's revenue and EPS estimates in its Q4 report, its shares have plummeted almost 20% since then over concerns relating to itsgrowth momentum, profitability outlook and its rich valuations. In this article, I'll attempt to discuss these points in detail, to eventually explain why the worst is over for Palantir stock and its shareholders. Let's take a closer look to gain a better understanding of it all.Turn to ProfitabilityLet me start by saying that Palantir was founded over 19 years ago, but it has remained unprofitable ever since, due to reasons spanning from diseconomies of its s","text":"It seems like Palantir Technologies (NYSE:PLTR$Palantir Technologies Inc.(PLTR)$ ) is once again surrounded by bearish narratives. Although the company topped the Street's revenue and EPS estimates in its Q4 report, its shares have plummeted almost 20% since then over concerns relating to itsgrowth momentum, profitability outlook and its rich valuations. In this article, I'll attempt to discuss these points in detail, to eventually explain why the worst is over for Palantir stock and its shareholders. Let's take a closer look to gain a better understanding of it all.Turn to ProfitabilityLet me start by saying that Palantir was founded over 19 years ago, but it has remained unprofitable ever since, due to reasons spanning from diseconomies of its s","images":[{"img":"https://community-static.tradeup.com/news/062648d39a2c05a7a03e422ccd8e0c8f","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943062668","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942875499,"gmtCreate":1681195500111,"gmtModify":1681195504611,"author":{"id":"3576657963851580","authorId":"3576657963851580","name":"Kunzi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576657963851580","idStr":"3576657963851580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>keeping an eye on this one ... Let's see how the lower tier models will be accepted once they hit the market&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>keeping an eye on this one ... Let's see how the lower tier models will be accepted once they hit the market&nbsp;","text":"$NIO Inc.(NIO)$ keeping an eye on this one ... Let's see how the lower tier models will be accepted once they hit the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9942875499","repostId":"1136846630","repostType":4,"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}