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2025-03-01

last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth, acceleration . Remember Blackwell is in full Production Ramp now.

Nvidia Stock Falls Again After Tech Stumble. What Analysts Are Saying

2024-10-30

You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid

Sorry, the original content has been removed

2024-07-31

Surge 11% not because of Morgan Stanley . It is because AMD reported good result yesterday and everyone is buying Nvidia now

Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick

2025-05-25

I would say Trump looks handsome and intelligent if he promise not to do stir any shit that will bring down Nvidia price

Nvidia CEO Calls Trump Re-Industrialisation Policies "Visionary"

2024-10-06

Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop

Why Is Wall Street Much More Bullish About Nvidia Than Palantir?

2024-12-04

He has lost his underwear shorting SMCI , writing article to try recovering what he has lost

Sorry, the original content has been removed

2024-05-24

She sold Nvidia right before price rocket

Cathie Wood Sees a Great Depression-Like Search for Safety in the Stock Market

2025-04-06

Warten Buffet the Greatest Of All Time. Bill Ackman said Berkshire will be more efficiently run once it's 94-year-old chairman and CEO exits the scene. I would say Bill , you arealso Billionaires but your skills are nowhere near Warren Buffet and in no position to make that comment .

Warren Buffett Keeps Taking Investors to School as Stock Meltdown Reveals the Uncanny Wisdom of His Recent Moves

2025-08-06

Make it 50% to stop the oil flow

Trump Raises India Tariffs to 50% over Russian Oil Purchases

2025-07-24

Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold

"I'm Already Up $45,000 In About An Hour" - Reddit Traders Boast About Wins As Meme-Stock Mania Returns

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If you don't sell China is also capable of developing its own advanced Chips. &nbsp; The choice is yours .","listText":"Just sell. If you don't sell China is also capable of developing its own advanced Chips. &nbsp; The choice is yours .","text":"Just sell. If you don't sell China is also capable of developing its own advanced Chips. The choice is yours .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472501059244728","repostId":"1135065791","repostType":4,"repost":{"id":"1135065791","kind":"news","pubTimestamp":1756391763,"share":"https://ttm.financial/m/news/1135065791?lang=en_US&edition=fundamental","pubTime":"2025-08-28 22:36","market":"us","language":"en","title":"Nvidia CEO Says He’s In Talks With Trump Admin About Selling Blackwell Chip To China","url":"https://stock-news.laohu8.com/highlight/detail?id=1135065791","media":"Fox Business","summary":"Nvidia CEO Jensen Huang told FOX Business on Thursday that he is in talks with the Trump administration about selling its powerful Blackwell chip to China, saying how the global adoption of American...","content":"<html><head></head><body><p>Nvidia CEO Jensen Huang told FOX Business on Thursday that he is in talks with the Trump administration about selling its powerful Blackwell chip to China, saying how the global adoption of American tech could help the U.S. win the AI race.</p><p>Huang spoke with &#34;The Claman Countdown&#34; host Liz Claman in an interview, saying that he is &#34;optimistic&#34; about the talks with President Donald Trump, though he added there is no timeframe to reach a deal.</p><p>&#34;I think that the conversation will take a while, but President Trump understands that having the world build AI on American tech stack helps America win the AI race,&#34; Huang said. &#34;And he wants American technology all over the world so that the whole world is built on the American standard, like the U.S. Dollar is the global standard.&#34;</p><p>The Nvidia CEO also spoke about how he believes AI is an industrial revolution that will &#34;enrich our lives,&#34; even though its impact will cause some jobs to &#34;go away&#34; entirely.</p><p>Huang said he expects AI to bring a host of positive changes to a wide variety of areas, including productivity, GDP growth and the ability to pursue new ideas.</p><p>&#34;Every industrial revolution leads to some change social behavior,&#34; he said. &#34;But I expect the economy to be doing very well because of AI and automation. 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The price performance, its cost efficiency, and its ability to generate AI tokens is really terrific.&#34;</p><p>Jensen added: &#34;America, being able to have the world build AI and build software on the American tech stack helps America win.&#34;</p><p>Exports of the H20 chip, which is designed for artificial intelligence applications, had previously been halted by the Trump administration due to national security concerns. </p></body></html>","source":"lsy1602566126337","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 CEO Says He’s In Talks With Trump Admin About Selling Blackwell Chip To China</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; 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}\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 CEO Says He’s In Talks With Trump Admin About Selling Blackwell Chip To China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-28 22:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.foxbusiness.com/technology/nvidia-ceo-says-hes-talks-trump-admin-selling-blackwell-chip-china><strong>Fox Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia CEO Jensen Huang told FOX Business on Thursday that he is in talks with the Trump administration about selling its powerful Blackwell chip to China, saying how the global adoption of American ...</p>\n\n<a href=\"https://www.foxbusiness.com/technology/nvidia-ceo-says-hes-talks-trump-admin-selling-blackwell-chip-china\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.foxbusiness.com/technology/nvidia-ceo-says-hes-talks-trump-admin-selling-blackwell-chip-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135065791","content_text":"Nvidia CEO Jensen Huang told FOX Business on Thursday that he is in talks with the Trump administration about selling its powerful Blackwell chip to China, saying how the global adoption of American tech could help the U.S. win the AI race.Huang spoke with \"The Claman Countdown\" host Liz Claman in an interview, saying that he is \"optimistic\" about the talks with President Donald Trump, though he added there is no timeframe to reach a deal.\"I think that the conversation will take a while, but President Trump understands that having the world build AI on American tech stack helps America win the AI race,\" Huang said. \"And he wants American technology all over the world so that the whole world is built on the American standard, like the U.S. Dollar is the global standard.\"The Nvidia CEO also spoke about how he believes AI is an industrial revolution that will \"enrich our lives,\" even though its impact will cause some jobs to \"go away\" entirely.Huang said he expects AI to bring a host of positive changes to a wide variety of areas, including productivity, GDP growth and the ability to pursue new ideas.\"Every industrial revolution leads to some change social behavior,\" he said. \"But I expect the economy to be doing very well because of AI and automation. And I expect us to enrich our lives. Life quality will get better, of course, over time. Some jobs will go away. Many jobs will be new and invented. But one thing for sure, every job will be changed as a result of AI.\"Huang added that the increased productivity could eventually lead to four-day work weeks.\"We could spend more time on the weekends with family and get some reading done and do some traveling and nothing is better than that,\" he said. \"We came from a world of seven-day work weeks and now we're in a five-day work week.\"Jensen was also asked about how Nvidia’s second-quarter earnings showed zero sales of its H20 chip in China. \"We haven't seen orders yet, but we're hoping for orders,\" the CEO said. \"H20 is really a fantastic product still. The price performance, its cost efficiency, and its ability to generate AI tokens is really terrific.\"Jensen added: \"America, being able to have the world build AI and build software on the American tech stack helps America win.\"Exports of the H20 chip, which is designed for artificial intelligence applications, had previously been halted by the Trump administration due to national security concerns.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472381450666792,"gmtCreate":1756363197517,"gmtModify":1756363201463,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Nice one Bro. Congrats !","listText":"Nice one Bro. Congrats !","text":"Nice one Bro. Congrats !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472381450666792","isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472359578526352,"gmtCreate":1756357856182,"gmtModify":1756357860013,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"What 15% ? Now China is not buying . So, &nbsp; It is 0%","listText":"What 15% ? Now China is not buying . So, &nbsp; It is 0%","text":"What 15% ? Now China is not buying . So, It is 0%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472359578526352","repostId":"1126157903","repostType":2,"repost":{"id":"1126157903","kind":"news","pubTimestamp":1756345880,"share":"https://ttm.financial/m/news/1126157903?lang=en_US&edition=fundamental","pubTime":"2025-08-28 09:51","market":"us","language":"en","title":"Nvidia Can’t Pay US 15% Unless Trump’s Plan Formalized, CFO Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1126157903","media":"Bloomberg","summary":"An unconventional plan by the Trump administration to charge a 15% commission on Nvidia Corp. AI chip sales to China hasn’t progressed beyond the early stages and could pose legal risks, according to the company.","content":"<div>\n<p>An unconventional plan by the Trump administration to charge a 15% commission on Nvidia Corp. AI chip sales to China hasn’t progressed beyond the early stages and could pose legal risks, according to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-28/nvidia-waiting-for-white-house-to-codify-15-commission-plan?srnd=homepage-americas\">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>Nvidia Can’t Pay US 15% Unless Trump’s Plan Formalized, CFO Says</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 Can’t Pay US 15% Unless Trump’s Plan Formalized, CFO Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-28 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-08-28/nvidia-waiting-for-white-house-to-codify-15-commission-plan?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>An unconventional plan by the Trump administration to charge a 15% commission on Nvidia Corp. AI chip sales to China hasn’t progressed beyond the early stages and could pose legal risks, according to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-28/nvidia-waiting-for-white-house-to-codify-15-commission-plan?srnd=homepage-americas\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-28/nvidia-waiting-for-white-house-to-codify-15-commission-plan?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126157903","content_text":"An unconventional plan by the Trump administration to charge a 15% commission on Nvidia Corp. AI chip sales to China hasn’t progressed beyond the early stages and could pose legal risks, according to the company.The US government hasn’t indicated how it will put regulations in place that require the chipmaker to make the payments, Nvidia said late Wednesday. Discussions between Nvidia and the government are ongoing, according to Chief Financial Officer Colette Kress.The administration aims to take the 15% commission in return for allowing Nvidia and rival Advanced Micro Devices Inc. to offer AI chips in China again. The US government had blocked such sales in April, before agreeing to grant the necessary licenses earlier this month.If the plan isn’t codified, Nvidia should be able to proceed with China sales without paying the commission, Kress said in an interview. “We have been communicating,” she said. “If nothing shows up, I’ve got licenses. I don’t have to do this 15% until I see something that is a true regulatory document.”Spokespeople for the White House and the Commerce Department, which oversees US export control programs, didn’t immediately respond to requests for comment.Nvidia’s products are at the center of a geopolitical rivalry between Washington and Beijing. Previous restrictions had all but locked Nvidia out of the Chinese market for AI processors, but it’s beginning to get permission to reestablish sales. For now, Nvidia isn’t including the revenue in its projections.Nvidia also acknowledged that the US government’s commission plan presents its own dangers.“Any request for a percentage of the revenue by the USG may subject us to litigation, increase our costs, and harm our competitive position and benefit competitors that are not subject to such arrangements,” Nvidia said in a filing.The chipmaker has been walking a difficult line in trying to keep both Washington and Beijing happy. Nvidia and its peers have argued that being excluded from China hurts their home country because it creates opportunity for rivals in China. The restrictions also deprive US companies of revenue needed to fund research that keeps them in the lead, they say.On Wednesday, Nvidia gave a forecast for the current quarter that wasn’t as bullish as some analysts had anticipated. The company said it excluded as much as $5 billion of possible China data center sales from its projection because it can’t be sure whether geopolitical tension will allow Nvidia to fill orders.Kress said she believes some of that revenue will come in over time, but can’t be certain of the amount or timing.Nvidia had designed the less-powerful H20 to comply with export restrictions imposed by the Biden administration, only to see the Trump White House further tighten those curbs in April. The move forced the chipmaker to record a $4.5 billion writedown on unsold H20 inventory in its first-quarter results in May.The company is now looking ahead to a new generation of AI chips based on its Blackwell design that it could tailor for China. Trump has said that he’s open to this idea.“The opportunity for us to bring Blackwell to the China market is a real possibility,” Chief Executive Officer Jensen Huang said during a conference call Wednesday. “We just have to keep advocating the sensibility of and the importance of American tech companies to be able to lead and win the AI race.”","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466700249870488,"gmtCreate":1754978254625,"gmtModify":1754979097833,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Balls got squeezed real hard that it would beperpetual 90 days extension&nbsp;","listText":"Balls got squeezed real hard that it would beperpetual 90 days extension&nbsp;","text":"Balls got squeezed real hard that it would beperpetual 90 days extension","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466700249870488","repostId":"1155931371","repostType":2,"repost":{"id":"1155931371","kind":"news","pubTimestamp":1754957472,"share":"https://ttm.financial/m/news/1155931371?lang=en_US&edition=fundamental","pubTime":"2025-08-12 08:11","market":"us","language":"en","title":"Trump Extends China Truce for 90 Days, Averting Tariff Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1155931371","media":"Bloomberg","summary":"President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an...","content":"<div>\n<p>President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-11/trump-extends-china-tariff-truce-for-90-days-cnbc-says-me7g9pop?srnd=homepage-asia\">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>Trump Extends China Truce for 90 Days, Averting Tariff Hike</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\">\nTrump Extends China Truce for 90 Days, Averting Tariff Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-12 08:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-08-11/trump-extends-china-tariff-truce-for-90-days-cnbc-says-me7g9pop?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-11/trump-extends-china-tariff-truce-for-90-days-cnbc-says-me7g9pop?srnd=homepage-asia\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-11/trump-extends-china-tariff-truce-for-90-days-cnbc-says-me7g9pop?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155931371","content_text":"President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an order extending the truce through Nov. 10, deferring a tariff hike set for Tuesday. The de-escalation first took effect when the US and China agreed to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies.“All other elements of the Agreement will remain the same,” Trump said in a Truth Social post, suggesting no planned changes to US trade policy or to the terms of the arrangement. A fact sheet, posted by the White House, didn’t detail any modifications beyond the date extension.China, in a similar statement, said it too would extend its own suspension for a further 90 days.Negotiators from both sides reached a preliminary agreement to keep the deal last month in Sweden. Had the truce not been extended, US tariffs on Chinese goods would have jumped to at least 54% starting after midnight in New York.The extension will ease worries of a renewed tariff war that threatens to choke off trade between the US and China. An escalation between Washington and Beijing earlier this year shook global financial markets.It will also give the countries more time to discuss other unresolved issues such as duties tied to fentanyl trafficking that Trump has levied on Beijing, American concerns about Chinese purchases of sanctioned Russian and Iranian oil and disagreements around US business operations in China.“The United States continues to have discussions with the PRC to address the lack of trade reciprocity in our economic relationship and our resulting national and economic security concerns,” Trump wrote in the order. “Through these discussions, the PRC continues to take significant steps toward remedying non-reciprocal trade arrangements and addressing the concerns of the United States relating to economic and national security matters.”Trump, speaking to reporters earlier Monday, said “we’ve been dealing very nicely with China.”Trump earlier this year ratcheted up tariffs on Chinese goods, and Beijing responded in kind. US tariffs on Chinese imports ultimately reached 145%, and China curbed access to magnets critical to US manufacturers. The two sides reached a 90-day truce in May, under which the US lowered its China duties to 30% while Beijing reduced levies on US goods to 10% and agreed to resume rare earth exports.Trump’s willingness to parlay with China has prompted concerns from national security hawks that he’s unwilling to crack down on the US’s biggest geopolitical rival. Nvidia Corp. and Advanced Micro Devices Inc. reached deals with the Trump administration to secure export licenses by agreeing to pay 15% of their revenues from certain Chinese artificial intelligence chip sales to the US government.Trump earlier Monday also signaled openness to separately allowing Nvidia to sell a scaled-back version of its most advanced AI chip to China, saying that “it’s possible I’d make a deal.”With the deadline nearing, Trump on Sunday had called on Beijing to quadruple purchases of American soybeans, something he said would help reduce the US trade deficit with China.Trump’s decision to extend the truce follows two days of discussions in Stockholm in July led by US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng — the third round of talks between Washington and Beijing in less than three months.While Chinese officials and the Communist Party’s official newspaper had signaled satisfaction with the Stockholm talks, and US Cabinet secretaries predicted an extension, the pact remained fragile. Bessent had said that any decision to extend the deal would be up to Trump.Rare EarthsAt issue in the ongoing dialogue is how the two countries will seek to maintain a stable trading relationship while applying barriers like tariffs and export controls to limit each other’s progress in critical sectors including battery technology, defense and semiconductors.Both sides have been taking steps to turn down the temperature and reduce flashpoints recently, with Chinese exports of rare earth magnets starting to recover in June and the US saying it would approve shipments of a semiconductor used for artificial intelligence that it had blocked.US Trade Representative Jamieson Greer, who participated in the Stockholm negotiations, has sounded an optimistic note on discussions with China over rare earth flows, saying that the US had secured commitments about their supply.“We’re focused on making sure that magnets from China to the United States and the adjacent supply chain can flow as freely as it did before the control,” Greer told CBS’s Face the Nation in a recent interview. “And I would say we’re about halfway there.”Flows of rare earth magnets from China to the US rose to 353 tons in June, up from just 46 tons in May, according to the latest customs data. Total shipments were still substantially lower than before Beijing launched export controls in early April.Sales of advanced AI chips remain an issue, despite Trump’s decision to relax export controls. Chinese authorities in late July summoned Nvidia to discuss alleged security vulnerabilities related to its H20 chips.Tariff PushChina-US negotiations have been on a separate track from other talks the Trump administration has held with trading partners as it moves to implement sweeping so-called reciprocal tariffs and industry-specific levies on other economies.Trump’s 30% duties are comprised of a 20% levy tied to fentanyl and a 10% baseline charge. That’s on top of existing tariffs on certain Chinese products from his first term.","news_type":1,"symbols_score_info":{".SPX":1.1,".DJI":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466700395135408,"gmtCreate":1754978183937,"gmtModify":1754978187677,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Game is over .&nbsp;","listText":"Game is over .&nbsp;","text":"Game is over .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466700395135408","repostId":"2558599697","repostType":2,"repost":{"id":"2558599697","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":1754967874,"share":"https://ttm.financial/m/news/2558599697?lang=en_US&edition=fundamental","pubTime":"2025-08-12 11:04","market":"other","language":"en","title":"With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle","url":"https://stock-news.laohu8.com/highlight/detail?id=2558599697","media":"Dow Jones","summary":"By Lingling Wei, Raffaele Huang and Amrith Ramkumar. Jensen Huang, chief executive of California-based chip designer Nvidia, worked for months behind the scenes in Washington and Beijing to protect tens of billions of dollars in future sales from the heated U.S.-China trade rivalry.Huang told President Trump that restrictions on U.S. chip sales to China would backfire by pushing Chinese technology champions to achieve self-reliance. He advised the president to keep China hooked on American tech. As a sweetener, Huang said the company would invest as much $500 billion in the U.S.The Trump administration decided last month to allow China to buy Nvidia's H20 artificial-intelligence chip, a surprising reversal that came shortly after Huang met with Trump. Nvidia had developed the H20 to comply with past export restrictions as a less powerful chip specially designed for China. The news sent Nvidia's stock up 4%, pushing its market capitalization further above the record $4 trillion mark.The","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Lingling Wei, Raffaele Huang and Amrith Ramkumar \n</p>\n<p>\n  Jensen Huang, chief executive of California-based chip designer <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, worked for months behind the scenes in Washington and Beijing to protect tens of billions of dollars in future sales from the heated U.S.-China trade rivalry. \n</p>\n<p>\n     Huang told President Trump that restrictions on U.S. chip sales to China would backfire by pushing Chinese technology champions to achieve self-reliance. He advised the president to keep China hooked on American tech. As a sweetener, Huang said the company would invest as much $500 billion in the U.S. \n</p>\n<p>\n     Huang's argument, along with the half-trillion-dollar offer from the world's most valuable company, appeared to seal the deal. \n</p>\n<p>\n     The Trump administration decided last month to allow China to buy Nvidia's H20 artificial-intelligence chip, a surprising reversal that came shortly after Huang met with Trump. Nvidia had developed the H20 to comply with past export restrictions as a less powerful chip specially designed for China. The news sent Nvidia's stock up 4%, pushing its market capitalization further above the record $4 trillion mark. \n</p>\n<p>\n     Beijing reciprocated by allowing a $35 billion deal involving U.S. chip-software makers that it had held up for about a year. In a previously unreported development, Chinese officials also froze an inquiry into an already-completed Nvidia deal. With both moves, China's leaders hoped Huang would keep lobbying Washington for loosened export controls. \n</p>\n<p>\n     There was one last hitch. \n</p>\n<p>\n     At a meeting with Huang in the White House last week, Trump made one more demand -- that Nvidia give the federal government 20% of its chip sales to China in exchange for issuing the export licenses. \"If I'm going to do that, I want you to pay us something,\" Trump said, recounting the exchange at a news conference Monday. \n</p>\n<p>\n     The unusual pay-to-play proposal, which hadn't been vetted by White House tech policy staff before Trump offered it, is expected to face legal and security questions. \n</p>\n<p>\n     Huang, facing a choice of paying for long-term access to a market vital to his company or walking away, countered with 15%. \n</p>\n<p>\n     He charmed Trump at the meeting, drawing the president a diagram showing how tariffs would be counterproductive for his goal of increasing U.S. chip production and signed it. Shortly after the meeting, Trump said he would exempt tech companies that invest in the U.S. from roughly 100% tariffs on semiconductor imports. \n</p>\n<p>\n     The Trump administration's decision to allow China access to the H20 chip appears a watershed moment in U.S. policy. In Trump's first term, as well as through President Biden's, the prevailing trend was generally tougher control on tech sales to China. National-security concerns often received greater weight in the past than business interests. \n</p>\n<p>\n     Many attribute the potential shift to Huang's lobbying effort. \n</p>\n<p>\n     The CEO has lavished praise on Trump and China, and the admiration is mutual. \n</p>\n<p>\n     On a July visit to Beijing, Huang hailed Chinese technological progress. Privately, a lieutenant to Chinese leader Xi Jinping told Huang that Beijing appreciated how Nvidia was contributing to the world's AI advances. \n</p>\n<p>\n     At a Washington AI summit in late July, Trump said he had looked at breaking up Nvidia because of its dominant market share. But that was before he got to know Huang and the industry. \"What a job you've done,\" Trump told Huang, who was seated in the front row, surrounded by administration officials and industry executives. \n</p>\n<p>\n     \"America's unique advantage that no country could possibly have is President Trump,\" Huang said at the summit. \n</p>\n<p>\n     As Elon Musk learned, winners in the Washington influence competition attract opponents. Lawmakers in both parties have challenged Huang, saying that if China gets Nvidia chips, China's AI companies could benefit, potentially aiding the Chinese military. \n</p>\n<p>\n     \"These criticisms are misguided and inconsistent with the administration's AI action plan,\" an Nvidia spokesman said. \"The H20 will not enhance anyone's military capabilities but will help America win the support of developers worldwide.\" \n</p>\n<p>\n     This account is based on interviews with current and former officials in both countries, people close to and working for Nvidia, as well as those familiar with Huang and his lobbying efforts. \n</p>\n<p>\n     \"President Trump regularly talks to business leaders like Jensen Huang who are making historic investments in American manufacturing,\" White House spokesman Kush Desai said. \"The only special interest guiding the president's decision-making is the best interest of the American people.\" \n</p>\n<p>\n     Into the fray \n</p>\n<p>\n     For years, Huang avoided the rough-and-tumble world of Washington politics, preferring to schmooze with the videogamers who were the original customers for his chips. The 62-year-old billionaire, a libertarian at heart, resisted the lobbying game, delegating the task to his lieutenants. \n</p>\n<p>\n     As Nvidia's chips became one of the world's most strategic commodities because of their role in AI, Washington remained a no-man's-land for the Silicon Valley company. \n</p>\n<p>\n     Huang didn't visit the White House or engage lawmakers meaningfully until 2023, when he joined the chief executives of Intel and Qualcomm to lobby against new curbs on tech sales to China by the Biden administration. Restrictions on chip exports to many countries friendly with the U.S. announced in the final days of Biden's term escalated the threat. \n</p>\n<p>\n     When Trump won a second term, Huang faced an administration stacked with China hawks, and the prospect of even tighter U.S. controls on tech exports. The company bashed the Biden administration's restrictions and warned the rules would benefit such Chinese competitors as Nvidia-rival Huawei. Nvidia hired former Trump national security adviser Robert O'Brien, co-founder of a consulting firm. \n</p>\n<p>\n     O'Brien helped communicate a sense of urgency regarding breakthroughs from DeepSeek and other Chinese AI companies, as well as chip advances by Huawei. Former Republican House Speaker Kevin McCarthy, who chairs an institute that promotes innovation, also carried the message. \n</p>\n<p>\n     In early April, when the White House was preparing to cut off H20 sales, Huang attended a $1 million-a-head dinner with Trump at Mar-a-Lago. He told the president that selling the chip in China wasn't a threat to national security. Huang also dangled an incentive: a promise to invest as much as half a trillion dollars worth of AI infrastructure and supercomputers in the U.S. \n</p>\n<p>\n     Huang thought he had made a persuasive case, and Trump announced the $500 billion investment. \n</p>\n<p>\n     After the dinner, a powerful rival intervened with a counterargument. Musk, still close to Trump at the time, had his own AI ambitions to consider. He told Trump that any advanced chip in Chinese hands threatened U.S. tech supremacy. That view, combined with opposition from national security-minded officials, persuaded Trump to impose the restriction Huang had tried to stop. \n</p>\n<p>\n     Huang had been outmaneuvered and didn't enjoy losing -- especially when, as he later said, $15 billion in sales were at stake. \n</p>\n<p>\n     Persuasive pitch \n</p>\n<p>\n     In early May, Huang spent about two hours with members of the House Foreign Affairs Committee in a private discussion about the threat of Huawei and Chinese competitors and the need for Nvidia to have access to Chinese talent. \n</p>\n<p>\n     Later that month, the Trump administration said it was getting rid of the Biden rule limiting chip sales to many friendly countries after pushback from Huang and other industry executives. \n</p>\n<p>\n     Huang found a powerful ally at the White House -- the so-called AI czar, David Sacks. He shared the fear of ceding the advanced chip market to Chinese rivals. The two men drew the support of Commerce Secretary Howard Lutnick, who oversees export controls and is well-acquainted with tech companies from his former career as a Wall Street dealmaker. All three championed a deal to send Nvidia chips to the United Arab Emirates in mid-May. \n</p>\n<p>\n     They later went to see Trump for an unannounced meeting at the White House on July 10. Huang told the president that tight restrictions on Nvidia would just give Huawei a leg up in the AI race. Nvidia needed to access the Chinese market and its AI talent, Huang said: Did the president really want to let China get all the spoils and turn American champions like Nvidia into losers? \n</p>\n<p>\n     Trump made his decision, which was announced days later when Huang was in Beijing. China could have the H20 chips as part of a broader trade detente. \n</p>\n<p>\n     China hawks who counted on Trump's support were appalled. Democrats on the Senate Intelligence Committee, led by Sen. Mark Warner of Virginia, wrote to Lutnick expressing \"grave concern with the administration's abrupt and inexplicable decision.\" They said China's commercial AI advances, helped by Nvidia, were \"quickly translating into a national security advantage for the People's Liberation Army.\" \n</p>\n<p>\n     Nvidia has played down concerns about large numbers of chips being diverted to China's military or other adversaries. Beijing would consider such a move risky because Washington could cut off access at any time, according to Huang. \"They simply can't rely on it,\" He said in a TV interview in July. \n</p>\n<p>\n     'Magic Tailor' \n</p>\n<p>\n     Winning in Washington was only half the battle. Nvidia's market share in China fell to 50% from 95% over the past four years under U.S. restrictions, Huang said in May. \n</p>\n<p>\n     He visited China at least three times this year to reassure Chinese tech executives and government officials that Nvidia was committed to the market. The trips came when many U.S. executives shunned visits to Beijing or even being seen with Chinese tech titans. Huang has met with top executives of Chinese cloud-computing leader Alibaba, smartphone and automaker Xiaomi and OpenAI challenger MiniMax. \n</p>\n</font><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     People in China's tech industry said they appreciated Huang's efforts to modify his chips so they could be sold in China. Engineers there nicknamed him \"Magic Tailor\" for his skill in designing chips to thread the needle of U.S. regulations. \n</p>\n<p>\n     Knowing the importance of the Chinese market to Nvidia, Beijing increased pressure on the company: China's cybersecurity regulator recently summoned Nvidia representatives to discuss alleged security risks of the H20 chips, citing comments by U.S. lawmakers about the need for a bill to require tracking capabilities for advanced chips sold abroad. \n</p>\n<p>\n     Huang and others in the industry have lobbied against the bill, which could face more opposition if it gains traction. The White House has said it wants to study chip tracking but hasn't weighed in on the legislation specifically. \n</p>\n<p>\n     Nvidia denied the H20 chip presented such security risks to Beijing. \n</p>\n<p>\n     While the H20 can't be used for creating large AI models, such as the ones powering ChatGPT and other chatbots, engineers say the chip is still good at \"inference,\" the ability of AI programs to tap their training to answer user questions. \n</p>\n<p>\n     Since early this year, the H20 chip has played a critical role in filling sky-high demand for AI applications using open-source models such as Chinese-developed DeepSeek and Alibaba's Qwen -- especially since Chinese chip makers have had trouble stepping up production capacity. Chinese engineers say companies often get hooked on Nvidia's software, making them reluctant to switch to other companies. \n</p>\n<p>\n     That is setting the stage for a battle over Nvidia's next-generation chip that Huang is crafting for China. The company frames the new chip as another stripped-down variant, but it is based on the Blackwell architecture, which is Nvidia's most advanced on the market. Nvidia has begun sending samples to Chinese clients for testing. \n</p>\n<p>\n     \"I hope to get more advanced chips into China than H20,\" the CEO said during his visit to Beijing. \"Whatever we're allowed to sell in China will continue to get better and better.\" \n</p>\n<p>\n     On Monday, Trump said he was comfortable allowing H20 exports because the U.S. has much better chips. The most powerful Nvidia products wouldn't be approved for export unless they were modified for lower performance, he said. \n</p>\n<p>\n     Regarding the potential for Huang seeking to export versions of Nvidia's new chips to China, Trump said, \"I think he's coming to see me again about that.\" \n</p>\n<p>\n     Write to Lingling Wei at Lingling.Wei@wsj.com, Raffaele Huang at raffaele.huang@wsj.com and Amrith Ramkumar at amrith.ramkumar@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 11, 2025 21:00 ET (01:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle</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\">\nWith Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle\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\">2025-08-12 11:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Lingling Wei, Raffaele Huang and Amrith Ramkumar \n</p>\n<p>\n  Jensen Huang, chief executive of California-based chip designer <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, worked for months behind the scenes in Washington and Beijing to protect tens of billions of dollars in future sales from the heated U.S.-China trade rivalry. \n</p>\n<p>\n     Huang told President Trump that restrictions on U.S. chip sales to China would backfire by pushing Chinese technology champions to achieve self-reliance. He advised the president to keep China hooked on American tech. As a sweetener, Huang said the company would invest as much $500 billion in the U.S. \n</p>\n<p>\n     Huang's argument, along with the half-trillion-dollar offer from the world's most valuable company, appeared to seal the deal. \n</p>\n<p>\n     The Trump administration decided last month to allow China to buy Nvidia's H20 artificial-intelligence chip, a surprising reversal that came shortly after Huang met with Trump. Nvidia had developed the H20 to comply with past export restrictions as a less powerful chip specially designed for China. The news sent Nvidia's stock up 4%, pushing its market capitalization further above the record $4 trillion mark. \n</p>\n<p>\n     Beijing reciprocated by allowing a $35 billion deal involving U.S. chip-software makers that it had held up for about a year. In a previously unreported development, Chinese officials also froze an inquiry into an already-completed Nvidia deal. With both moves, China's leaders hoped Huang would keep lobbying Washington for loosened export controls. \n</p>\n<p>\n     There was one last hitch. \n</p>\n<p>\n     At a meeting with Huang in the White House last week, Trump made one more demand -- that Nvidia give the federal government 20% of its chip sales to China in exchange for issuing the export licenses. \"If I'm going to do that, I want you to pay us something,\" Trump said, recounting the exchange at a news conference Monday. \n</p>\n<p>\n     The unusual pay-to-play proposal, which hadn't been vetted by White House tech policy staff before Trump offered it, is expected to face legal and security questions. \n</p>\n<p>\n     Huang, facing a choice of paying for long-term access to a market vital to his company or walking away, countered with 15%. \n</p>\n<p>\n     He charmed Trump at the meeting, drawing the president a diagram showing how tariffs would be counterproductive for his goal of increasing U.S. chip production and signed it. Shortly after the meeting, Trump said he would exempt tech companies that invest in the U.S. from roughly 100% tariffs on semiconductor imports. \n</p>\n<p>\n     The Trump administration's decision to allow China access to the H20 chip appears a watershed moment in U.S. policy. In Trump's first term, as well as through President Biden's, the prevailing trend was generally tougher control on tech sales to China. National-security concerns often received greater weight in the past than business interests. \n</p>\n<p>\n     Many attribute the potential shift to Huang's lobbying effort. \n</p>\n<p>\n     The CEO has lavished praise on Trump and China, and the admiration is mutual. \n</p>\n<p>\n     On a July visit to Beijing, Huang hailed Chinese technological progress. Privately, a lieutenant to Chinese leader Xi Jinping told Huang that Beijing appreciated how Nvidia was contributing to the world's AI advances. \n</p>\n<p>\n     At a Washington AI summit in late July, Trump said he had looked at breaking up Nvidia because of its dominant market share. But that was before he got to know Huang and the industry. \"What a job you've done,\" Trump told Huang, who was seated in the front row, surrounded by administration officials and industry executives. \n</p>\n<p>\n     \"America's unique advantage that no country could possibly have is President Trump,\" Huang said at the summit. \n</p>\n<p>\n     As Elon Musk learned, winners in the Washington influence competition attract opponents. Lawmakers in both parties have challenged Huang, saying that if China gets Nvidia chips, China's AI companies could benefit, potentially aiding the Chinese military. \n</p>\n<p>\n     \"These criticisms are misguided and inconsistent with the administration's AI action plan,\" an Nvidia spokesman said. \"The H20 will not enhance anyone's military capabilities but will help America win the support of developers worldwide.\" \n</p>\n<p>\n     This account is based on interviews with current and former officials in both countries, people close to and working for Nvidia, as well as those familiar with Huang and his lobbying efforts. \n</p>\n<p>\n     \"President Trump regularly talks to business leaders like Jensen Huang who are making historic investments in American manufacturing,\" White House spokesman Kush Desai said. \"The only special interest guiding the president's decision-making is the best interest of the American people.\" \n</p>\n<p>\n     Into the fray \n</p>\n<p>\n     For years, Huang avoided the rough-and-tumble world of Washington politics, preferring to schmooze with the videogamers who were the original customers for his chips. The 62-year-old billionaire, a libertarian at heart, resisted the lobbying game, delegating the task to his lieutenants. \n</p>\n<p>\n     As Nvidia's chips became one of the world's most strategic commodities because of their role in AI, Washington remained a no-man's-land for the Silicon Valley company. \n</p>\n<p>\n     Huang didn't visit the White House or engage lawmakers meaningfully until 2023, when he joined the chief executives of Intel and Qualcomm to lobby against new curbs on tech sales to China by the Biden administration. Restrictions on chip exports to many countries friendly with the U.S. announced in the final days of Biden's term escalated the threat. \n</p>\n<p>\n     When Trump won a second term, Huang faced an administration stacked with China hawks, and the prospect of even tighter U.S. controls on tech exports. The company bashed the Biden administration's restrictions and warned the rules would benefit such Chinese competitors as Nvidia-rival Huawei. Nvidia hired former Trump national security adviser Robert O'Brien, co-founder of a consulting firm. \n</p>\n<p>\n     O'Brien helped communicate a sense of urgency regarding breakthroughs from DeepSeek and other Chinese AI companies, as well as chip advances by Huawei. Former Republican House Speaker Kevin McCarthy, who chairs an institute that promotes innovation, also carried the message. \n</p>\n<p>\n     In early April, when the White House was preparing to cut off H20 sales, Huang attended a $1 million-a-head dinner with Trump at Mar-a-Lago. He told the president that selling the chip in China wasn't a threat to national security. Huang also dangled an incentive: a promise to invest as much as half a trillion dollars worth of AI infrastructure and supercomputers in the U.S. \n</p>\n<p>\n     Huang thought he had made a persuasive case, and Trump announced the $500 billion investment. \n</p>\n<p>\n     After the dinner, a powerful rival intervened with a counterargument. Musk, still close to Trump at the time, had his own AI ambitions to consider. He told Trump that any advanced chip in Chinese hands threatened U.S. tech supremacy. That view, combined with opposition from national security-minded officials, persuaded Trump to impose the restriction Huang had tried to stop. \n</p>\n<p>\n     Huang had been outmaneuvered and didn't enjoy losing -- especially when, as he later said, $15 billion in sales were at stake. \n</p>\n<p>\n     Persuasive pitch \n</p>\n<p>\n     In early May, Huang spent about two hours with members of the House Foreign Affairs Committee in a private discussion about the threat of Huawei and Chinese competitors and the need for Nvidia to have access to Chinese talent. \n</p>\n<p>\n     Later that month, the Trump administration said it was getting rid of the Biden rule limiting chip sales to many friendly countries after pushback from Huang and other industry executives. \n</p>\n<p>\n     Huang found a powerful ally at the White House -- the so-called AI czar, David Sacks. He shared the fear of ceding the advanced chip market to Chinese rivals. The two men drew the support of Commerce Secretary Howard Lutnick, who oversees export controls and is well-acquainted with tech companies from his former career as a Wall Street dealmaker. All three championed a deal to send Nvidia chips to the United Arab Emirates in mid-May. \n</p>\n<p>\n     They later went to see Trump for an unannounced meeting at the White House on July 10. Huang told the president that tight restrictions on Nvidia would just give Huawei a leg up in the AI race. Nvidia needed to access the Chinese market and its AI talent, Huang said: Did the president really want to let China get all the spoils and turn American champions like Nvidia into losers? \n</p>\n<p>\n     Trump made his decision, which was announced days later when Huang was in Beijing. China could have the H20 chips as part of a broader trade detente. \n</p>\n<p>\n     China hawks who counted on Trump's support were appalled. Democrats on the Senate Intelligence Committee, led by Sen. Mark Warner of Virginia, wrote to Lutnick expressing \"grave concern with the administration's abrupt and inexplicable decision.\" They said China's commercial AI advances, helped by Nvidia, were \"quickly translating into a national security advantage for the People's Liberation Army.\" \n</p>\n<p>\n     Nvidia has played down concerns about large numbers of chips being diverted to China's military or other adversaries. Beijing would consider such a move risky because Washington could cut off access at any time, according to Huang. \"They simply can't rely on it,\" He said in a TV interview in July. \n</p>\n<p>\n     'Magic Tailor' \n</p>\n<p>\n     Winning in Washington was only half the battle. Nvidia's market share in China fell to 50% from 95% over the past four years under U.S. restrictions, Huang said in May. \n</p>\n<p>\n     He visited China at least three times this year to reassure Chinese tech executives and government officials that Nvidia was committed to the market. The trips came when many U.S. executives shunned visits to Beijing or even being seen with Chinese tech titans. Huang has met with top executives of Chinese cloud-computing leader Alibaba, smartphone and automaker Xiaomi and OpenAI challenger MiniMax. \n</p>\n</font><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     People in China's tech industry said they appreciated Huang's efforts to modify his chips so they could be sold in China. Engineers there nicknamed him \"Magic Tailor\" for his skill in designing chips to thread the needle of U.S. regulations. \n</p>\n<p>\n     Knowing the importance of the Chinese market to Nvidia, Beijing increased pressure on the company: China's cybersecurity regulator recently summoned Nvidia representatives to discuss alleged security risks of the H20 chips, citing comments by U.S. lawmakers about the need for a bill to require tracking capabilities for advanced chips sold abroad. \n</p>\n<p>\n     Huang and others in the industry have lobbied against the bill, which could face more opposition if it gains traction. The White House has said it wants to study chip tracking but hasn't weighed in on the legislation specifically. \n</p>\n<p>\n     Nvidia denied the H20 chip presented such security risks to Beijing. \n</p>\n<p>\n     While the H20 can't be used for creating large AI models, such as the ones powering ChatGPT and other chatbots, engineers say the chip is still good at \"inference,\" the ability of AI programs to tap their training to answer user questions. \n</p>\n<p>\n     Since early this year, the H20 chip has played a critical role in filling sky-high demand for AI applications using open-source models such as Chinese-developed DeepSeek and Alibaba's Qwen -- especially since Chinese chip makers have had trouble stepping up production capacity. Chinese engineers say companies often get hooked on Nvidia's software, making them reluctant to switch to other companies. \n</p>\n<p>\n     That is setting the stage for a battle over Nvidia's next-generation chip that Huang is crafting for China. The company frames the new chip as another stripped-down variant, but it is based on the Blackwell architecture, which is Nvidia's most advanced on the market. Nvidia has begun sending samples to Chinese clients for testing. \n</p>\n<p>\n     \"I hope to get more advanced chips into China than H20,\" the CEO said during his visit to Beijing. \"Whatever we're allowed to sell in China will continue to get better and better.\" \n</p>\n<p>\n     On Monday, Trump said he was comfortable allowing H20 exports because the U.S. has much better chips. The most powerful Nvidia products wouldn't be approved for export unless they were modified for lower performance, he said. \n</p>\n<p>\n     Regarding the potential for Huang seeking to export versions of Nvidia's new chips to China, Trump said, \"I think he's coming to see me again about that.\" \n</p>\n<p>\n     Write to Lingling Wei at Lingling.Wei@wsj.com, Raffaele Huang at raffaele.huang@wsj.com and Amrith Ramkumar at amrith.ramkumar@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 11, 2025 21:00 ET (01:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","SNVD.UK":"LS -1X NVIDIA","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4550":"红杉资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","NVIW.SI":"NVDA 3xLongSG261006","BK4527":"明星科技股","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","NVDS":"1.5倍做空NVDA ETF-Tradr","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","NVDA":"英伟达","NVDU":"2倍做多NVDA ETF-Direxion","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","2NVD.UK":"2X NVIDIA ETP","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVD2.UK":"2X NVIDIA ETP","LU1917777945.USD":"安联专题基金Cl AT Acc","SG9999002232.USD":"Allianz Global High Payout USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","NVDX":"2倍做多NVDA ETF-T-Rex","NVD3.UK":"LS 3X NVIDIA","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","NVDS.UK":"LS -1X NVIDIA","NVDY":"NVDA期权收益策略ETF-YieldMax","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDD":"1倍做空NVDA ETF-Direxion"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2558599697","content_text":"By Lingling Wei, Raffaele Huang and Amrith Ramkumar \n\n\n  Jensen Huang, chief executive of California-based chip designer Nvidia, worked for months behind the scenes in Washington and Beijing to protect tens of billions of dollars in future sales from the heated U.S.-China trade rivalry. \n\n\n     Huang told President Trump that restrictions on U.S. chip sales to China would backfire by pushing Chinese technology champions to achieve self-reliance. He advised the president to keep China hooked on American tech. As a sweetener, Huang said the company would invest as much $500 billion in the U.S. \n\n\n     Huang's argument, along with the half-trillion-dollar offer from the world's most valuable company, appeared to seal the deal. \n\n\n     The Trump administration decided last month to allow China to buy Nvidia's H20 artificial-intelligence chip, a surprising reversal that came shortly after Huang met with Trump. Nvidia had developed the H20 to comply with past export restrictions as a less powerful chip specially designed for China. The news sent Nvidia's stock up 4%, pushing its market capitalization further above the record $4 trillion mark. \n\n\n     Beijing reciprocated by allowing a $35 billion deal involving U.S. chip-software makers that it had held up for about a year. In a previously unreported development, Chinese officials also froze an inquiry into an already-completed Nvidia deal. With both moves, China's leaders hoped Huang would keep lobbying Washington for loosened export controls. \n\n\n     There was one last hitch. \n\n\n     At a meeting with Huang in the White House last week, Trump made one more demand -- that Nvidia give the federal government 20% of its chip sales to China in exchange for issuing the export licenses. \"If I'm going to do that, I want you to pay us something,\" Trump said, recounting the exchange at a news conference Monday. \n\n\n     The unusual pay-to-play proposal, which hadn't been vetted by White House tech policy staff before Trump offered it, is expected to face legal and security questions. \n\n\n     Huang, facing a choice of paying for long-term access to a market vital to his company or walking away, countered with 15%. \n\n\n     He charmed Trump at the meeting, drawing the president a diagram showing how tariffs would be counterproductive for his goal of increasing U.S. chip production and signed it. Shortly after the meeting, Trump said he would exempt tech companies that invest in the U.S. from roughly 100% tariffs on semiconductor imports. \n\n\n     The Trump administration's decision to allow China access to the H20 chip appears a watershed moment in U.S. policy. In Trump's first term, as well as through President Biden's, the prevailing trend was generally tougher control on tech sales to China. National-security concerns often received greater weight in the past than business interests. \n\n\n     Many attribute the potential shift to Huang's lobbying effort. \n\n\n     The CEO has lavished praise on Trump and China, and the admiration is mutual. \n\n\n     On a July visit to Beijing, Huang hailed Chinese technological progress. Privately, a lieutenant to Chinese leader Xi Jinping told Huang that Beijing appreciated how Nvidia was contributing to the world's AI advances. \n\n\n     At a Washington AI summit in late July, Trump said he had looked at breaking up Nvidia because of its dominant market share. But that was before he got to know Huang and the industry. \"What a job you've done,\" Trump told Huang, who was seated in the front row, surrounded by administration officials and industry executives. \n\n\n     \"America's unique advantage that no country could possibly have is President Trump,\" Huang said at the summit. \n\n\n     As Elon Musk learned, winners in the Washington influence competition attract opponents. Lawmakers in both parties have challenged Huang, saying that if China gets Nvidia chips, China's AI companies could benefit, potentially aiding the Chinese military. \n\n\n     \"These criticisms are misguided and inconsistent with the administration's AI action plan,\" an Nvidia spokesman said. \"The H20 will not enhance anyone's military capabilities but will help America win the support of developers worldwide.\" \n\n\n     This account is based on interviews with current and former officials in both countries, people close to and working for Nvidia, as well as those familiar with Huang and his lobbying efforts. \n\n\n     \"President Trump regularly talks to business leaders like Jensen Huang who are making historic investments in American manufacturing,\" White House spokesman Kush Desai said. \"The only special interest guiding the president's decision-making is the best interest of the American people.\" \n\n\n     Into the fray \n\n\n     For years, Huang avoided the rough-and-tumble world of Washington politics, preferring to schmooze with the videogamers who were the original customers for his chips. The 62-year-old billionaire, a libertarian at heart, resisted the lobbying game, delegating the task to his lieutenants. \n\n\n     As Nvidia's chips became one of the world's most strategic commodities because of their role in AI, Washington remained a no-man's-land for the Silicon Valley company. \n\n\n     Huang didn't visit the White House or engage lawmakers meaningfully until 2023, when he joined the chief executives of Intel and Qualcomm to lobby against new curbs on tech sales to China by the Biden administration. Restrictions on chip exports to many countries friendly with the U.S. announced in the final days of Biden's term escalated the threat. \n\n\n     When Trump won a second term, Huang faced an administration stacked with China hawks, and the prospect of even tighter U.S. controls on tech exports. The company bashed the Biden administration's restrictions and warned the rules would benefit such Chinese competitors as Nvidia-rival Huawei. Nvidia hired former Trump national security adviser Robert O'Brien, co-founder of a consulting firm. \n\n\n     O'Brien helped communicate a sense of urgency regarding breakthroughs from DeepSeek and other Chinese AI companies, as well as chip advances by Huawei. Former Republican House Speaker Kevin McCarthy, who chairs an institute that promotes innovation, also carried the message. \n\n\n     In early April, when the White House was preparing to cut off H20 sales, Huang attended a $1 million-a-head dinner with Trump at Mar-a-Lago. He told the president that selling the chip in China wasn't a threat to national security. Huang also dangled an incentive: a promise to invest as much as half a trillion dollars worth of AI infrastructure and supercomputers in the U.S. \n\n\n     Huang thought he had made a persuasive case, and Trump announced the $500 billion investment. \n\n\n     After the dinner, a powerful rival intervened with a counterargument. Musk, still close to Trump at the time, had his own AI ambitions to consider. He told Trump that any advanced chip in Chinese hands threatened U.S. tech supremacy. That view, combined with opposition from national security-minded officials, persuaded Trump to impose the restriction Huang had tried to stop. \n\n\n     Huang had been outmaneuvered and didn't enjoy losing -- especially when, as he later said, $15 billion in sales were at stake. \n\n\n     Persuasive pitch \n\n\n     In early May, Huang spent about two hours with members of the House Foreign Affairs Committee in a private discussion about the threat of Huawei and Chinese competitors and the need for Nvidia to have access to Chinese talent. \n\n\n     Later that month, the Trump administration said it was getting rid of the Biden rule limiting chip sales to many friendly countries after pushback from Huang and other industry executives. \n\n\n     Huang found a powerful ally at the White House -- the so-called AI czar, David Sacks. He shared the fear of ceding the advanced chip market to Chinese rivals. The two men drew the support of Commerce Secretary Howard Lutnick, who oversees export controls and is well-acquainted with tech companies from his former career as a Wall Street dealmaker. All three championed a deal to send Nvidia chips to the United Arab Emirates in mid-May. \n\n\n     They later went to see Trump for an unannounced meeting at the White House on July 10. Huang told the president that tight restrictions on Nvidia would just give Huawei a leg up in the AI race. Nvidia needed to access the Chinese market and its AI talent, Huang said: Did the president really want to let China get all the spoils and turn American champions like Nvidia into losers? \n\n\n     Trump made his decision, which was announced days later when Huang was in Beijing. China could have the H20 chips as part of a broader trade detente. \n\n\n     China hawks who counted on Trump's support were appalled. Democrats on the Senate Intelligence Committee, led by Sen. Mark Warner of Virginia, wrote to Lutnick expressing \"grave concern with the administration's abrupt and inexplicable decision.\" They said China's commercial AI advances, helped by Nvidia, were \"quickly translating into a national security advantage for the People's Liberation Army.\" \n\n\n     Nvidia has played down concerns about large numbers of chips being diverted to China's military or other adversaries. Beijing would consider such a move risky because Washington could cut off access at any time, according to Huang. \"They simply can't rely on it,\" He said in a TV interview in July. \n\n\n     'Magic Tailor' \n\n\n     Winning in Washington was only half the battle. Nvidia's market share in China fell to 50% from 95% over the past four years under U.S. restrictions, Huang said in May. \n\n\n     He visited China at least three times this year to reassure Chinese tech executives and government officials that Nvidia was committed to the market. The trips came when many U.S. executives shunned visits to Beijing or even being seen with Chinese tech titans. Huang has met with top executives of Chinese cloud-computing leader Alibaba, smartphone and automaker Xiaomi and OpenAI challenger MiniMax. \n\n\n\n     People in China's tech industry said they appreciated Huang's efforts to modify his chips so they could be sold in China. Engineers there nicknamed him \"Magic Tailor\" for his skill in designing chips to thread the needle of U.S. regulations. \n\n\n     Knowing the importance of the Chinese market to Nvidia, Beijing increased pressure on the company: China's cybersecurity regulator recently summoned Nvidia representatives to discuss alleged security risks of the H20 chips, citing comments by U.S. lawmakers about the need for a bill to require tracking capabilities for advanced chips sold abroad. \n\n\n     Huang and others in the industry have lobbied against the bill, which could face more opposition if it gains traction. The White House has said it wants to study chip tracking but hasn't weighed in on the legislation specifically. \n\n\n     Nvidia denied the H20 chip presented such security risks to Beijing. \n\n\n     While the H20 can't be used for creating large AI models, such as the ones powering ChatGPT and other chatbots, engineers say the chip is still good at \"inference,\" the ability of AI programs to tap their training to answer user questions. \n\n\n     Since early this year, the H20 chip has played a critical role in filling sky-high demand for AI applications using open-source models such as Chinese-developed DeepSeek and Alibaba's Qwen -- especially since Chinese chip makers have had trouble stepping up production capacity. Chinese engineers say companies often get hooked on Nvidia's software, making them reluctant to switch to other companies. \n\n\n     That is setting the stage for a battle over Nvidia's next-generation chip that Huang is crafting for China. The company frames the new chip as another stripped-down variant, but it is based on the Blackwell architecture, which is Nvidia's most advanced on the market. Nvidia has begun sending samples to Chinese clients for testing. \n\n\n     \"I hope to get more advanced chips into China than H20,\" the CEO said during his visit to Beijing. \"Whatever we're allowed to sell in China will continue to get better and better.\" \n\n\n     On Monday, Trump said he was comfortable allowing H20 exports because the U.S. has much better chips. The most powerful Nvidia products wouldn't be approved for export unless they were modified for lower performance, he said. \n\n\n     Regarding the potential for Huang seeking to export versions of Nvidia's new chips to China, Trump said, \"I think he's coming to see me again about that.\" \n\n\n     Write to Lingling Wei at Lingling.Wei@wsj.com, Raffaele Huang at raffaele.huang@wsj.com and Amrith Ramkumar at amrith.ramkumar@wsj.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 11, 2025 21:00 ET (01:00 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVD":0.6,"NVDY":0.6,"3NVD.UK":0.6,"NVDU":0.6,"NVDX":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVDA":1,"NVD3.UK":0.6,"NVD2.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466695038972864,"gmtCreate":1754976977572,"gmtModify":1754979098625,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"How stupid to think should not export high end technology , only Low end stuff and people still want to buy the crabs.&nbsp;","listText":"How stupid to think should not export high end technology , only Low end stuff and people still want to buy the crabs.&nbsp;","text":"How stupid to think should not export high end technology , only Low end stuff and people still want to buy the crabs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466695038972864","repostId":"1188395160","repostType":2,"repost":{"id":"1188395160","kind":"news","pubTimestamp":1754976630,"share":"https://ttm.financial/m/news/1188395160?lang=en_US&edition=fundamental","pubTime":"2025-08-12 13:30","market":"hk","language":"en","title":"China Urges Firms Not to Use Nvidia H20 Chips In New Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1188395160","media":"Bloomberg","summary":"China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China...","content":"<div>\n<p>China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-12/china-urges-firms-not-to-use-nvidia-h20-chips-in-new-guidance\">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>China Urges Firms Not to Use Nvidia H20 Chips In New Guidance</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\">\nChina Urges Firms Not to Use Nvidia H20 Chips In New Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-12 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-08-12/china-urges-firms-not-to-use-nvidia-h20-chips-in-new-guidance><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-12/china-urges-firms-not-to-use-nvidia-h20-chips-in-new-guidance\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-12/china-urges-firms-not-to-use-nvidia-h20-chips-in-new-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188395160","content_text":"China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China revenue as well as the Trump administration’s unprecedented push to turn those sales into a US government windfall.Nvidia stock turned negative and down 0.75% in overnight trading.Over the past few weeks, Chinese authorities have sent notices to a range of firms discouraging use of the less-advanced semiconductors, people familiar with the matter said, asking not to be named discussing sensitive information. The guidance was particularly strong against the use of H20s for any government or national security-related work by state enterprises or private companies, the people said.In addition to Nvidia, Beijing’s overall push affects AI accelerators from Advanced Micro Devices Inc., one of the people said, though it’s unclear whether any letters specifically mentioned AMD’s MI308 chip. Both companies recently secured Washington’s approval to resume lower-end AI chip sales to China, on the controversial and legally questionable condition that they give the US government a 15% cut of the related revenue. Now, Nvidia and AMD face the challenge that their Chinese customers are under Beijing’s pressure not to make those purchases.Some of Beijing’s letters to companies included a series of questions, according to one of the people, such as why they buy Nvidia H20 chips over local alternatives, whether that’s a necessary choice given domestic options, and whether they’ve found any security issues in the Nvidia hardware. The notices coincide with state media reports that cast doubt on the security and reliability of H20 processors. Chinese regulators have raised those concerns directly with Nvidia, which has repeatedly denied that its chips contain such vulnerabilities.Right now, China’s most stringent chip guidance is limited to sensitive applications, a situation that bears similarities to the way Beijing restricted Tesla Inc. vehicles and Apple Inc. iPhones in certain institutions and locations over security concerns. China’s government also at one point barred the use of Micron Technology Inc. chips in critical infrastructure.Still, it’s possible that Beijing may extend its heavier-handed Nvidia and AMD guidance to a wider range of settings, according to one person with direct knowledge of the deliberations, who said that those conversations are in early stages.AMD declined to comment, while Nvidia said in a statement that “the H20 is not a military product or for government infrastructure.” China has ample supplies of domestic chips, Nvidia said, and “won’t and never has relied on American chips for government operations.”China’s Ministry of Industry and Information Technology and the Cyberspace Administration of China did not respond to faxed requests for comment on this story, which is based on interviews with more than a half-dozen people familiar with Beijing’s policy discussions. The White House did not respond to a request for comment outside normal business hours.The Chinese government’s posture could make it more difficult for Nvidia and AMD to sell their hardware into the world’s largest market for semiconductors. It also raises questions about the Trump administration’s explanation for why the US is allowing those exports mere months after effectively banning such sales. Multiple senior US officials have said their policy reversal was part of a trade accord with China, but Beijing has publicly indicated that the resumed H20 shipments were not part of any bilateral deal. China’s recent notices to companies suggest that the Asian country may not have desired such a concession from Washington in the first place.Beijing’s concerns are twofold. For starters, Chinese officials are worried that Nvidia chips could have location-tracking and remote shutdown capabilities — a suggestion that Nvidia has vehemently denied. Still, Trump officials are actively exploring whether location-tracking could be used to help curtail suspected smuggling of restricted components into China, and lawmakers have introduced a bill that would require location verification for advanced AI chips.Second, Beijing is intensely focused on developing its domestic chip capabilities, and wants Chinese companies to shift away from Western chips in favor of local offerings. Officials have previously urged Chinese firms to choose domestic semiconductors over Nvidia H20 processors, Bloomberg reported last September, and have introduced energy efficiency standards that the H20 chip does not meet. But Beijing has stopped short of outright banning the hardware, which Nvidia designed specifically for Chinese customers to abide by years of US curbs on sales of advanced chips to the Asian country.The H20 chip has less computational power than Nvidia’s top offerings, but its strong memory bandwidth is quite well suited to the inference stage of AI development, when models recognize patterns and draw conclusions. That’s made it a desirable product to companies like Alibaba Group Holding Ltd. and Tencent Holdings Ltd. in China, where domestic chip champion Huawei Technologies Co. is struggling to produce enough advanced components to meet market demand. By one estimate from Biden officials — who considered but did not implement controls on H20 sales — losing access to that Nvidia chip would make it three to six times more expensive for Chinese companies to run inference on advanced AI models.“Beijing appears to be using regulatory uncertainty to create a captive market sufficiently sized to absorb Huawei’s supply, while still allowing purchases of H20s to meet actual demands,” said Lennart Heim, an AI-focused researcher at RAND, of China’s push for companies to avoid American AI chips. “This signals that domestic alternatives remain inadequate even as China pressures foreign suppliers.”President Donald Trump on Monday called the H20 chip “obsolete,” saying that China “already has it in a different form.” That echoed previous statements by officials in his administration, who defended the decision to resume H20 exports on the grounds that Huawei already offers comparable chips to the H20. The US should keep the Chinese AI ecosystem reliant on less-advanced American technology for as long as possible, these officials argue, in order to deprive Huawei of the revenue and know-how that would come from a broader customer base.Commerce Secretary Howard Lutnick and other Trump officials have also claimed that the H20 move was part of a deal to improve American access to Chinese rare-earth minerals — despite the Trump team’s previous assertions that such an arrangement was not on the table. “As the Chinese deliver their magnets, then the H20s will come off,” Lutnick said last month. Treasury Secretary Scott Bessent said in late July that the magnet issue had been “solved.”The first Nvidia H20 and AMD MI308 licenses arrived a bit over a week after Bessent’s declaration — after Nvidia Chief Executive Officer Jensen Huang met with the president and both companies agreed to share their China revenue with the US government.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464890307449264,"gmtCreate":1754489328228,"gmtModify":1754489332092,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Make it 50% to stop the oil flow&nbsp;","listText":"Make it 50% to stop the oil flow&nbsp;","text":"Make it 50% to stop the oil flow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464890307449264","repostId":"2557308557","repostType":2,"repost":{"id":"2557308557","kind":"live","pubTimestamp":1754489061,"share":"https://ttm.financial/m/news/2557308557?lang=en_US&edition=fundamental","pubTime":"2025-08-06 22:04","market":"nz","language":"en","title":"Trump Raises India Tariffs to 50% over Russian Oil Purchases","url":"https://stock-news.laohu8.com/highlight/detail?id=2557308557","media":"THOMSON REUTERS","summary":"The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing ","content":"<html><head></head><body><p>The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.</p><p style=\"text-align: start;\">“I find that the Government of India is currently directly or indirectly importing Russian Federation oil,” President Donald Trump said in an executive order.</p><p style=\"text-align: start;\">“Accordingly, and as consistent with applicable law, articles of India imported into the customs territory of the United States shall be subject to an additional ad valorem rate of duty of 25 percent,” the executive order reads.</p><p style=\"text-align: start;\">Trump last week said that India would pay a tariff of 25%, in addition to a “penalty” over the country’s purchase of military equipment and energy from Russia. It was not clear at the time what such a penalty would look like.</p><p style=\"text-align: start;\">But Trump said Tuesday that he would be raising the tariff on India “very substantially over the next 24 hours, because they’re buying Russian oil, they’re fueling the war machine.”</p><p style=\"text-align: start;\">“And if they’re going to do that, then I’m not going to be happy,” Trump said on CNBC’s “Squawk Box.”</p></body></html>","source":"reuters_en_live","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>Trump Raises India Tariffs to 50% over Russian Oil Purchases</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\">\nTrump Raises India Tariffs to 50% over Russian Oil Purchases\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 22:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.“I find that the Government ...</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557308557","content_text":"The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.“I find that the Government of India is currently directly or indirectly importing Russian Federation oil,” President Donald Trump said in an executive order.“Accordingly, and as consistent with applicable law, articles of India imported into the customs territory of the United States shall be subject to an additional ad valorem rate of duty of 25 percent,” the executive order reads.Trump last week said that India would pay a tariff of 25%, in addition to a “penalty” over the country’s purchase of military equipment and energy from Russia. It was not clear at the time what such a penalty would look like.But Trump said Tuesday that he would be raising the tariff on India “very substantially over the next 24 hours, because they’re buying Russian oil, they’re fueling the war machine.”“And if they’re going to do that, then I’m not going to be happy,” Trump said on CNBC’s “Squawk Box.”","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464000487424168,"gmtCreate":1754306338863,"gmtModify":1754306342549,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Tesla going into drain and CEO still get rewarded . LOL&nbsp;","listText":"Tesla going into drain and CEO still get rewarded . LOL&nbsp;","text":"Tesla going into drain and CEO still get rewarded . LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464000487424168","repostId":"2556800960","repostType":2,"repost":{"id":"2556800960","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":1754302791,"share":"https://ttm.financial/m/news/2556800960?lang=en_US&edition=fundamental","pubTime":"2025-08-04 18:19","market":"us","language":"en","title":"Tesla Approves Share Award Worth $29 Billion to CEO Elon Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2556800960","media":"Reuters","summary":"Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay...","content":"<html><head></head><body><p>Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay deal for being unfair to shareholders.</p><p>Tesla shares continued to rise more than 2% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c66c81ffa388d2bec4ba6a98868c3d82\" title=\"\" tg-width=\"786\" tg-height=\"612\"/></p><p>In 2024, a Delaware court voided Musk&#39;s 2018 compensation package, valued at over $50 billion, citing that the Tesla board&#39;s approval process was flawed and unfair to shareholders.</p><p>Musk kicked off an appeal in March against the order, claiming a lower court judge made multiple legal errors in rescinding the record compensation.</p><p>Earlier this year, the EV maker said the board had formed a special committee to consider some compensation matters involving Musk, without disclosing any details.</p><p>Tesla is at a turning point as Musk, its largest shareholder with a 13% stake, shifts focus from a promised affordable EV platform to robotaxis and humanoid robots, positioning the company more as an AI and robotics firm than an automaker.</p><p>&#34;While we recognize Elon&#39;s business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging ... we are confident that this award will incentivize Elon to remain at Tesla,&#34; the special committee said in the filing.</p><p>The award is designed to gradually boost Musk&#39;s voting power, something he and shareholders have consistently said was key to keeping him focused on Tesla&#39;s mission, it added.</p><p>Musk must pay Tesla $23.34 per share of restricted stock that vests, which is equal to the exercise price per share of the 2018 CEO Award, it said in the filing.</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 Approves Share Award Worth $29 Billion to CEO Elon Musk</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 Approves Share Award Worth $29 Billion to CEO Elon Musk\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\">2025-08-04 18:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay deal for being unfair to shareholders.</p><p>Tesla shares continued to rise more than 2% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c66c81ffa388d2bec4ba6a98868c3d82\" title=\"\" tg-width=\"786\" tg-height=\"612\"/></p><p>In 2024, a Delaware court voided Musk&#39;s 2018 compensation package, valued at over $50 billion, citing that the Tesla board&#39;s approval process was flawed and unfair to shareholders.</p><p>Musk kicked off an appeal in March against the order, claiming a lower court judge made multiple legal errors in rescinding the record compensation.</p><p>Earlier this year, the EV maker said the board had formed a special committee to consider some compensation matters involving Musk, without disclosing any details.</p><p>Tesla is at a turning point as Musk, its largest shareholder with a 13% stake, shifts focus from a promised affordable EV platform to robotaxis and humanoid robots, positioning the company more as an AI and robotics firm than an automaker.</p><p>&#34;While we recognize Elon&#39;s business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging ... we are confident that this award will incentivize Elon to remain at Tesla,&#34; the special committee said in the filing.</p><p>The award is designed to gradually boost Musk&#39;s voting power, something he and shareholders have consistently said was key to keeping him focused on Tesla&#39;s mission, it added.</p><p>Musk must pay Tesla $23.34 per share of restricted stock that vests, which is equal to the exercise price per share of the 2018 CEO Award, it said in the filing.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4598":"佩洛西持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","TSLA":"特斯拉","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250804:nL4N3TW0MA:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2556800960","content_text":"Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay deal for being unfair to shareholders.Tesla shares continued to rise more than 2% on the news.In 2024, a Delaware court voided Musk's 2018 compensation package, valued at over $50 billion, citing that the Tesla board's approval process was flawed and unfair to shareholders.Musk kicked off an appeal in March against the order, claiming a lower court judge made multiple legal errors in rescinding the record compensation.Earlier this year, the EV maker said the board had formed a special committee to consider some compensation matters involving Musk, without disclosing any details.Tesla is at a turning point as Musk, its largest shareholder with a 13% stake, shifts focus from a promised affordable EV platform to robotaxis and humanoid robots, positioning the company more as an AI and robotics firm than an automaker.\"While we recognize Elon's business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging ... we are confident that this award will incentivize Elon to remain at Tesla,\" the special committee said in the filing.The award is designed to gradually boost Musk's voting power, something he and shareholders have consistently said was key to keeping him focused on Tesla's mission, it added.Musk must pay Tesla $23.34 per share of restricted stock that vests, which is equal to the exercise price per share of the 2018 CEO Award, it said in the filing.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463564862488824,"gmtCreate":1754204817914,"gmtModify":1754204821716,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Legend","listText":"Legend","text":"Legend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463564862488824","isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460399623627408,"gmtCreate":1753370527044,"gmtModify":1753370530922,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","listText":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","text":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460399623627408","repostId":"2553225106","repostType":2,"repost":{"id":"2553225106","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":1753367925,"share":"https://ttm.financial/m/news/2553225106?lang=en_US&edition=fundamental","pubTime":"2025-07-24 22:38","market":"other","language":"en","title":"\"I'm Already Up $45,000 In About An Hour\" - Reddit Traders Boast About Wins As Meme-Stock Mania Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2553225106","media":"Dow Jones","summary":"Krispy Kreme, GoPro and others have joined Opendoor and Kohl's in the latest meme-stock rally, but traders have needed to move quickly to lock in gains. WallStreetBets, the infamous subreddit credited with helping to spawn the meme-stock phenomenon, is giving its regular readers a taste of what it was like on the platform during the trend's heyday in early 2021.As meme-stock mania has returned, traders on the platform bragged about their gains and urged one another to hang tough, even as volatility rocked a few of the latest crop of buzzy names on Wednesday. Hundreds of posts were made on WallStreetBets this week.One trader shared screenshots on the platform showing they had reaped an $850,000 windfall from a big bet on Kohl's. Another showed they had turned a $45 punt, or long-shot bet with a potentially large payoff, on out-of-the-money call options tied to shares of the big-box retailer into more than $15,000.Dan told MarketWatch he sold his Krispy Kreme position around midday and m","content":"<html><head></head><body><p>WallStreetBets, the infamous subreddit credited with helping to spawn the meme-stock phenomenon, is giving its regular readers a taste of what it was like on the platform during the trend&#39;s heyday in early 2021.</p><p>As meme-stock mania has returned, traders on the platform bragged about their gains and urged one another to hang tough, even as volatility rocked a few of the latest crop of buzzy names on Wednesday. Hundreds of posts were made on WallStreetBets this week.</p><p>One trader shared screenshots on the platform showing they had reaped an $850,000 windfall from a big bet on Kohl&#39;s. Another showed they had turned a $45 punt, or long-shot bet with a potentially large payoff, on out-of-the-money call options tied to shares of the big-box retailer into more than $15,000.</p><p>&#34;If you look at what the energy is like on there, man, it&#39;s like 2021 all over again,&#34; said one person who occasionally posts on WallStreetBets and spoke with MarketWatch by phone early Wednesday. He asked that he be identified only by his first name, Dan.</p><p>A screenshot from his brokerage account showed Dan had plunked down $100,000 on shares of Krispy Kreme Inc. (DNUT) late Tuesday afternoon after seeing a post touting the stock on the subreddit.</p><p>Shares of <a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a>. <a href=\"https://laohu8.com/S/OPEN.UK\">$(OPEN.UK)$</a> had already taken off the week before, fueled by social-media buzz. Kohl&#39;s Corp. <a href=\"https://laohu8.com/S/KSS\">$(KSS)$</a> joined the party on Tuesday, tallying big gains amid a surge in trading volume and demand for bullish options contracts tied to the stock.</p><p>Dan said he had always regretted missing the boat on the run-up of <a href=\"https://laohu8.com/S/GME\">GameStop</a>, the original meme stock, when he decided to take a shot on Krispy Kreme.</p><p>That turned out to be a prescient decision. About an hour before the opening bell, the stock was up by about 40% in the premarket session. Dan, who was riding in an <a href=\"https://laohu8.com/S/UBER\">Uber</a> on his way to work at his job in tech sales, said he was feeling good.</p><p>&#34;I&#39;m already up by $45,000, and that&#39;s in about one hour of trading,&#34; he said. He was satisfied that the bet, which he jokingly described as his &#34;insane doughnut position,&#34; was paying off.</p><p>The euphoria was short-lived, however. More meme stocks joined the party on Wednesday, with shares of GoPro Inc. <a href=\"https://laohu8.com/S/GPRO\">$(GPRO)$</a>, <a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a> Inc. (BYND) and of course Krispy Kreme soaring in early trade. But by the time the closing bell rang on Wednesday, much of their early gains had evaporated. Shares of Kohl&#39;s and Opendoor finished lower, falling 14.2% and 20.5%, respectively, according to FactSet data. Krispy Kreme finished with a gain of 4.6%.</p><p>Dan told MarketWatch he sold his Krispy Kreme position around midday and made about $6,000. He added that the post on WallStreetBets that had initially inspired him to bet on Krispy Kreme tried to make the case that the stock was a smart long-term play. But Dan said he ignored most of these details. He focused instead on a comment highlighting a volume spike in options tied to the stock.</p><p>&#34;I would never invest in this stock on any given day, other than that this guy posted yesterday looking at the options flows and I thought &#39;there&#39;s going to be a gamma squeeze,&#39;&#34; Dan said.</p><p>A &#34;gamma squeeze&#34; occurs when a surge of activity in the options market spills over into the stock market. Options market makers are essentially forced to pump up prices of the underlying shares as they scramble to hedge their exposure to the calls they have sold.</p><p>Activity in bullish call options tied to Opendoor soared last week, helping to drive the stock&#39;s parabolic move.</p><p>Another trader shared screenshots with MarketWatch showing he had turned a $250 bet on Krispy Kreme calls into nearly $6,000 after buying 50 contracts for 5 cents apiece at around 11:30 a.m. <a href=\"https://laohu8.com/S/EML\">Eastern</a> on Tuesday, and selling them at the opening bell on Wednesday for $1.30.</p><p>He put the trade on just as volume in Krispy Kreme was starting to pick up on Tuesday.</p><p>&#34;My thesis was I am lighting $250 on fire but we are in some kind of meme mania and [Krispy Kreme] is pretty blatantly a meme ticker so I might get lucky,&#34; he said via chat.</p><p>After losing money betting on GameStop Corp. (GME) during the original meme-stock boom, the trader said he understood that he needed to act quickly this time around.</p><p>The meme-stock craze got its start in early 2021, when shares of GameStop soared, rising as much as 2,463.7% in January of that year, Dow Jones Market Data showed. An army of retail traders betting on the stock ultimately forced a major Wall Street hedge fund to go bust. The whole episode inspired Congress to drag some of the major players down to Capitol Hill for hearings.</p><p>&#34;You are getting a glimpse [of what it was like back then] but I don&#39;t think you will see anything like what happened with GME ever again,&#34; the trader said. During the pandemic, millions of Americans were sitting around with nothing to do, with government stimulus checks burning a hole in their pockets.</p><p>A third investor who, like the others, asked to remain anonymous, provided screenshots showing he had made about $6,000 in a day buying shares and call options tied to Krispy Kreme.</p><p>&#34;You see the degenerates on WSB start to pick it up, someone had a good writeup on it and then you see the open short interest and realize that it could get a quick 20%-30% pump,&#34; he said.</p><p>&#34;Anything that has an open short interest of 30%+ and that is a brand household name has the potential to pump once WSB gets a hold of it,&#34; he said.</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>\"I'm Already Up $45,000 In About An Hour\" - Reddit Traders Boast About Wins As Meme-Stock Mania Returns</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\">\n\"I'm Already Up $45,000 In About An Hour\" - Reddit Traders Boast About Wins As Meme-Stock Mania Returns\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\">2025-07-24 22:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WallStreetBets, the infamous subreddit credited with helping to spawn the meme-stock phenomenon, is giving its regular readers a taste of what it was like on the platform during the trend&#39;s heyday in early 2021.</p><p>As meme-stock mania has returned, traders on the platform bragged about their gains and urged one another to hang tough, even as volatility rocked a few of the latest crop of buzzy names on Wednesday. Hundreds of posts were made on WallStreetBets this week.</p><p>One trader shared screenshots on the platform showing they had reaped an $850,000 windfall from a big bet on Kohl&#39;s. Another showed they had turned a $45 punt, or long-shot bet with a potentially large payoff, on out-of-the-money call options tied to shares of the big-box retailer into more than $15,000.</p><p>&#34;If you look at what the energy is like on there, man, it&#39;s like 2021 all over again,&#34; said one person who occasionally posts on WallStreetBets and spoke with MarketWatch by phone early Wednesday. He asked that he be identified only by his first name, Dan.</p><p>A screenshot from his brokerage account showed Dan had plunked down $100,000 on shares of Krispy Kreme Inc. (DNUT) late Tuesday afternoon after seeing a post touting the stock on the subreddit.</p><p>Shares of <a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a>. <a href=\"https://laohu8.com/S/OPEN.UK\">$(OPEN.UK)$</a> had already taken off the week before, fueled by social-media buzz. Kohl&#39;s Corp. <a href=\"https://laohu8.com/S/KSS\">$(KSS)$</a> joined the party on Tuesday, tallying big gains amid a surge in trading volume and demand for bullish options contracts tied to the stock.</p><p>Dan said he had always regretted missing the boat on the run-up of <a href=\"https://laohu8.com/S/GME\">GameStop</a>, the original meme stock, when he decided to take a shot on Krispy Kreme.</p><p>That turned out to be a prescient decision. About an hour before the opening bell, the stock was up by about 40% in the premarket session. Dan, who was riding in an <a href=\"https://laohu8.com/S/UBER\">Uber</a> on his way to work at his job in tech sales, said he was feeling good.</p><p>&#34;I&#39;m already up by $45,000, and that&#39;s in about one hour of trading,&#34; he said. He was satisfied that the bet, which he jokingly described as his &#34;insane doughnut position,&#34; was paying off.</p><p>The euphoria was short-lived, however. More meme stocks joined the party on Wednesday, with shares of GoPro Inc. <a href=\"https://laohu8.com/S/GPRO\">$(GPRO)$</a>, <a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a> Inc. (BYND) and of course Krispy Kreme soaring in early trade. But by the time the closing bell rang on Wednesday, much of their early gains had evaporated. Shares of Kohl&#39;s and Opendoor finished lower, falling 14.2% and 20.5%, respectively, according to FactSet data. Krispy Kreme finished with a gain of 4.6%.</p><p>Dan told MarketWatch he sold his Krispy Kreme position around midday and made about $6,000. He added that the post on WallStreetBets that had initially inspired him to bet on Krispy Kreme tried to make the case that the stock was a smart long-term play. But Dan said he ignored most of these details. He focused instead on a comment highlighting a volume spike in options tied to the stock.</p><p>&#34;I would never invest in this stock on any given day, other than that this guy posted yesterday looking at the options flows and I thought &#39;there&#39;s going to be a gamma squeeze,&#39;&#34; Dan said.</p><p>A &#34;gamma squeeze&#34; occurs when a surge of activity in the options market spills over into the stock market. Options market makers are essentially forced to pump up prices of the underlying shares as they scramble to hedge their exposure to the calls they have sold.</p><p>Activity in bullish call options tied to Opendoor soared last week, helping to drive the stock&#39;s parabolic move.</p><p>Another trader shared screenshots with MarketWatch showing he had turned a $250 bet on Krispy Kreme calls into nearly $6,000 after buying 50 contracts for 5 cents apiece at around 11:30 a.m. <a href=\"https://laohu8.com/S/EML\">Eastern</a> on Tuesday, and selling them at the opening bell on Wednesday for $1.30.</p><p>He put the trade on just as volume in Krispy Kreme was starting to pick up on Tuesday.</p><p>&#34;My thesis was I am lighting $250 on fire but we are in some kind of meme mania and [Krispy Kreme] is pretty blatantly a meme ticker so I might get lucky,&#34; he said via chat.</p><p>After losing money betting on GameStop Corp. (GME) during the original meme-stock boom, the trader said he understood that he needed to act quickly this time around.</p><p>The meme-stock craze got its start in early 2021, when shares of GameStop soared, rising as much as 2,463.7% in January of that year, Dow Jones Market Data showed. An army of retail traders betting on the stock ultimately forced a major Wall Street hedge fund to go bust. The whole episode inspired Congress to drag some of the major players down to Capitol Hill for hearings.</p><p>&#34;You are getting a glimpse [of what it was like back then] but I don&#39;t think you will see anything like what happened with GME ever again,&#34; the trader said. During the pandemic, millions of Americans were sitting around with nothing to do, with government stimulus checks burning a hole in their pockets.</p><p>A third investor who, like the others, asked to remain anonymous, provided screenshots showing he had made about $6,000 in a day buying shares and call options tied to Krispy Kreme.</p><p>&#34;You see the degenerates on WSB start to pick it up, someone had a good writeup on it and then you see the open short interest and realize that it could get a quick 20%-30% pump,&#34; he said.</p><p>&#34;Anything that has an open short interest of 30%+ and that is a brand household name has the potential to pump once WSB gets a hold of it,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc.","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4103":"百货商店","BK4220":"综合零售","BK4539":"次新股","BK4561":"索罗斯持仓","BK4077":"互动媒体与服务","BK4585":"ETF&股票定投概念","BK4076":"电脑与电子产品零售","BK4562":"SPAC上市公司","BK4547":"WSB热门概念","BK4079":"房地产服务","BK4577":"网络游戏","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4212":"包装食品与肉类","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","OPEN":"Opendoor Technologies Inc","DNUT":"Krispy Kreme, Inc.","BK4078":"消费电子产品","BK4588":"碎股","BK4209":"餐馆","KSS":"柯尔百货","BK4548":"巴美列捷福持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2553225106","content_text":"WallStreetBets, the infamous subreddit credited with helping to spawn the meme-stock phenomenon, is giving its regular readers a taste of what it was like on the platform during the trend's heyday in early 2021.As meme-stock mania has returned, traders on the platform bragged about their gains and urged one another to hang tough, even as volatility rocked a few of the latest crop of buzzy names on Wednesday. Hundreds of posts were made on WallStreetBets this week.One trader shared screenshots on the platform showing they had reaped an $850,000 windfall from a big bet on Kohl's. Another showed they had turned a $45 punt, or long-shot bet with a potentially large payoff, on out-of-the-money call options tied to shares of the big-box retailer into more than $15,000.\"If you look at what the energy is like on there, man, it's like 2021 all over again,\" said one person who occasionally posts on WallStreetBets and spoke with MarketWatch by phone early Wednesday. He asked that he be identified only by his first name, Dan.A screenshot from his brokerage account showed Dan had plunked down $100,000 on shares of Krispy Kreme Inc. (DNUT) late Tuesday afternoon after seeing a post touting the stock on the subreddit.Shares of Opendoor Technologies Inc. $(OPEN.UK)$ had already taken off the week before, fueled by social-media buzz. Kohl's Corp. $(KSS)$ joined the party on Tuesday, tallying big gains amid a surge in trading volume and demand for bullish options contracts tied to the stock.Dan said he had always regretted missing the boat on the run-up of GameStop, the original meme stock, when he decided to take a shot on Krispy Kreme.That turned out to be a prescient decision. About an hour before the opening bell, the stock was up by about 40% in the premarket session. Dan, who was riding in an Uber on his way to work at his job in tech sales, said he was feeling good.\"I'm already up by $45,000, and that's in about one hour of trading,\" he said. He was satisfied that the bet, which he jokingly described as his \"insane doughnut position,\" was paying off.The euphoria was short-lived, however. More meme stocks joined the party on Wednesday, with shares of GoPro Inc. $(GPRO)$, Beyond Meat Inc. (BYND) and of course Krispy Kreme soaring in early trade. But by the time the closing bell rang on Wednesday, much of their early gains had evaporated. Shares of Kohl's and Opendoor finished lower, falling 14.2% and 20.5%, respectively, according to FactSet data. Krispy Kreme finished with a gain of 4.6%.Dan told MarketWatch he sold his Krispy Kreme position around midday and made about $6,000. He added that the post on WallStreetBets that had initially inspired him to bet on Krispy Kreme tried to make the case that the stock was a smart long-term play. But Dan said he ignored most of these details. He focused instead on a comment highlighting a volume spike in options tied to the stock.\"I would never invest in this stock on any given day, other than that this guy posted yesterday looking at the options flows and I thought 'there's going to be a gamma squeeze,'\" Dan said.A \"gamma squeeze\" occurs when a surge of activity in the options market spills over into the stock market. Options market makers are essentially forced to pump up prices of the underlying shares as they scramble to hedge their exposure to the calls they have sold.Activity in bullish call options tied to Opendoor soared last week, helping to drive the stock's parabolic move.Another trader shared screenshots with MarketWatch showing he had turned a $250 bet on Krispy Kreme calls into nearly $6,000 after buying 50 contracts for 5 cents apiece at around 11:30 a.m. Eastern on Tuesday, and selling them at the opening bell on Wednesday for $1.30.He put the trade on just as volume in Krispy Kreme was starting to pick up on Tuesday.\"My thesis was I am lighting $250 on fire but we are in some kind of meme mania and [Krispy Kreme] is pretty blatantly a meme ticker so I might get lucky,\" he said via chat.After losing money betting on GameStop Corp. (GME) during the original meme-stock boom, the trader said he understood that he needed to act quickly this time around.The meme-stock craze got its start in early 2021, when shares of GameStop soared, rising as much as 2,463.7% in January of that year, Dow Jones Market Data showed. An army of retail traders betting on the stock ultimately forced a major Wall Street hedge fund to go bust. The whole episode inspired Congress to drag some of the major players down to Capitol Hill for hearings.\"You are getting a glimpse [of what it was like back then] but I don't think you will see anything like what happened with GME ever again,\" the trader said. During the pandemic, millions of Americans were sitting around with nothing to do, with government stimulus checks burning a hole in their pockets.A third investor who, like the others, asked to remain anonymous, provided screenshots showing he had made about $6,000 in a day buying shares and call options tied to Krispy Kreme.\"You see the degenerates on WSB start to pick it up, someone had a good writeup on it and then you see the open short interest and realize that it could get a quick 20%-30% pump,\" he said.\"Anything that has an open short interest of 30%+ and that is a brand household name has the potential to pump once WSB gets a hold of it,\" he said.","news_type":1,"symbols_score_info":{"KSS":0.9,"OPEN":0.9,"BYND":1,"DNUT":0.9}},"isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458722423497128,"gmtCreate":1753001902671,"gmtModify":1753001906641,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"If I were the customers , I would not want tobuy anymore because I never know what would come next .","listText":"If I were the customers , I would not want tobuy anymore because I never know what would come next .","text":"If I were the customers , I would not want tobuy anymore because I never know what would come next .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/458722423497128","repostId":"2552797414","repostType":2,"repost":{"id":"2552797414","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":1752971016,"share":"https://ttm.financial/m/news/2552797414?lang=en_US&edition=fundamental","pubTime":"2025-07-20 08:23","market":"us","language":"en","title":"Nvidia's China Restart Faces Production Obstacles","url":"https://stock-news.laohu8.com/highlight/detail?id=2552797414","media":"Reuters","summary":"July 19 (Reuters) - Nvidia NVDA.O has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions,...","content":"<html><head></head><body><p>July 19 (Reuters) - Nvidia NVDA.O has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions, The Information reported on Saturday.</p><p>Nvidia said this week that it was planning to resume sales of the H20 chips to China, though under the policy change the U.S. must still approve licenses for the export of the chips.</p><p>The U.S. government&#39;s April ban on sales of the H20 chips had forced Nvidia to void customer orders and cancel manufacturing capacity it had booked at chipmaker <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> (TSMC) 2330.TW, said the report in tech publication The Information, citing two people with knowledge of the matter.</p><p>TSMC had shifted its H20 production lines to produce other chips for other customers, and manufacturing new chips from scratch could take nine months, Nvidia CEO Jensen Huang said at a media event in Beijing this week, according to the report.</p><p>The report also said Nvidia did not plan to restart production, without citing any sources or giving details.</p><p>Nvidia declined to comment on the report. Reuters could not immediately verify the report.</p><p>Huang made comments in recent days suggesting Nvidia would ramp up supply of H20 chips, and that licenses for Chinese orders would be approved swiftly.</p><p>Nvidia has also announced that it is developing a new chip for Chinese clients called the RTX Pro GPU, which would be compliant with U.S. export restrictions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's China Restart Faces Production Obstacles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's China Restart Faces Production Obstacles\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\">2025-07-20 08:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 19 (Reuters) - Nvidia NVDA.O has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions, The Information reported on Saturday.</p><p>Nvidia said this week that it was planning to resume sales of the H20 chips to China, though under the policy change the U.S. must still approve licenses for the export of the chips.</p><p>The U.S. government&#39;s April ban on sales of the H20 chips had forced Nvidia to void customer orders and cancel manufacturing capacity it had booked at chipmaker <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> (TSMC) 2330.TW, said the report in tech publication The Information, citing two people with knowledge of the matter.</p><p>TSMC had shifted its H20 production lines to produce other chips for other customers, and manufacturing new chips from scratch could take nine months, Nvidia CEO Jensen Huang said at a media event in Beijing this week, according to the report.</p><p>The report also said Nvidia did not plan to restart production, without citing any sources or giving details.</p><p>Nvidia declined to comment on the report. Reuters could not immediately verify the report.</p><p>Huang made comments in recent days suggesting Nvidia would ramp up supply of H20 chips, and that licenses for Chinese orders would be approved swiftly.</p><p>Nvidia has also announced that it is developing a new chip for Chinese clients called the RTX Pro GPU, which would be compliant with U.S. export restrictions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4554":"元宇宙及AR概念","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","NVDA":"英伟达","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4141":"半导体产品","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250719:nL1N3TG03N:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2552797414","content_text":"July 19 (Reuters) - Nvidia NVDA.O has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions, The Information reported on Saturday.Nvidia said this week that it was planning to resume sales of the H20 chips to China, though under the policy change the U.S. must still approve licenses for the export of the chips.The U.S. government's April ban on sales of the H20 chips had forced Nvidia to void customer orders and cancel manufacturing capacity it had booked at chipmaker Taiwan Semiconductor Manufacturing (TSMC) 2330.TW, said the report in tech publication The Information, citing two people with knowledge of the matter.TSMC had shifted its H20 production lines to produce other chips for other customers, and manufacturing new chips from scratch could take nine months, Nvidia CEO Jensen Huang said at a media event in Beijing this week, according to the report.The report also said Nvidia did not plan to restart production, without citing any sources or giving details.Nvidia declined to comment on the report. Reuters could not immediately verify the report.Huang made comments in recent days suggesting Nvidia would ramp up supply of H20 chips, and that licenses for Chinese orders would be approved swiftly.Nvidia has also announced that it is developing a new chip for Chinese clients called the RTX Pro GPU, which would be compliant with U.S. export restrictions.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":453032153378904,"gmtCreate":1751625646535,"gmtModify":1751625651434,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Not very smart. I would sell Tesla and all into Nvidia and TSM","listText":"Not very smart. I would sell Tesla and all into Nvidia and TSM","text":"Not very smart. I would sell Tesla and all into Nvidia and TSM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/453032153378904","repostId":"2548015098","repostType":2,"repost":{"id":"2548015098","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":1751621603,"share":"https://ttm.financial/m/news/2548015098?lang=en_US&edition=fundamental","pubTime":"2025-07-04 17:33","market":"other","language":"en","title":"Tesla Stock Diehards Don't Give an Inch","url":"https://stock-news.laohu8.com/highlight/detail?id=2548015098","media":"Dow Jones","summary":"A feud with President Trump. Slumping sales. A 34% share-price drop from record highs.Challenges are piling up for $Tesla(TSLA)$ and the electric-vehicle maker's chief executive, Elon Musk, but the...","content":"<html><head></head><body><p>A feud with President Trump. Slumping sales. A 34% share-price drop from record highs.</p><p>Challenges are piling up for <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and the electric-vehicle maker&#39;s chief executive, Elon Musk, but the company&#39;s legion of individual investors are staying put.</p><p>Nick Dolya, a 48-year-old in Winter Park, Fla., says he owns roughly $500,000 worth of Tesla shares and has added to his exposure during this year&#39;s selloffs.</p><p>His family members are devout fans of the brand&#39;s Model Y vehicle: He, his wife and daughter each own the car, and he plans to buy a fourth for his youngest daughter when she turns 16 next year. (Dolya also has a 20-year-old son, but decided not to get him a Model Y because of concerns about the availability of vehicle chargers near his college campus.)</p><p>Dolya estimates that he has persuaded 20 friends and acquaintances in recent years to buy a Model Y vehicle.</p><p>&#34;I&#39;m not a car junkie, but it&#39;s very safe, and I think it&#39;s one of the best car experiences. It&#39;s kind of like what [the] iPhone was 10 years ago,&#34; he said. &#34;I think eventually 50% of cars in the U.S. could be Model Y&#39;s.&#34;</p><p>Although Tesla and Musk are under pressure from both sides of the aisle in <a href=\"https://laohu8.com/S/WASH\">Washington</a> and Musk&#39;s popularity has suffered, there is no sign that the company&#39;s biggest fans are abandoning it.</p><p>Tesla shares rose 5% Wednesday even after the carmaker reported that its global vehicle sales fell nearly 14% in the second quarter compared with a year earlier, missing analyst estimates.</p><p>What happens to Tesla stock isn&#39;t only of interest to shareholders. The company&#39;s halo in financial markets has allowed Musk to raise billions of dollars for his other ventures, many of which aren&#39;t profitable and might not be for years.</p><p>While the largest group of investors in Tesla stock are institutional investors such as pension funds and money managers, the company has long been known for its loyal following among individuals, many of whom say they made large sums buying and holding the shares through their ups and downs. Among the &#34;Magnificent Seven&#34; large U.S. tech stocks, Tesla has the largest proportion of investors lumped into &#34;other&#34; in FactSet data, a residual category that excludes insiders and large institutions.</p><p>Tesla shares were the most actively traded on a brokerage platform for the five-day trading period ended Monday, with the 236,826 buy orders widely outpacing sales. Traders also stampeded into a fund that offers investors twice the exposure to shares of Tesla, the brokerage&#39;s data show.</p><p>But many Wall Street analysts warn that Tesla shares are worth less than their lofty price indicates, and that they have little room to climb further. The average 12-month price target for Tesla&#39;s stock is $311.12 among 54 analysts covering the stock, according to FactSet.</p><p>Garrett Nelson, senior equity analyst at CFRA Research, wrote in a note Wednesday that the firm&#39;s discounted cash-flow valuation model suggests that Tesla stock&#39;s fair value is $258, about 18% below its current level. The firm on Wednesday reiterated its &#34;hold&#34; rating on the stock and 12-month price target of $320.</p><p>Tesla is trading at roughly 132 times the company&#39;s expected earnings over the past 12 months, above its 10-year historical average of 125.7 times, according to FactSet. Companies in the S&amp;P 500 trade at a P/E ratio of 22.2.</p><p>Being a fan of a company that trades at high multiples of its earnings poses risks. But many say they don&#39;t mind for now.</p><p>&#34;I will be buying every big red day,&#34; a user wrote on X. &#34;Once $TSLA reaches $800+, I will become a multi-millionaire. Let&#39;s get rich together.&#34;</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 Stock Diehards Don't Give an Inch</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 Stock Diehards Don't Give an Inch\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\">2025-07-04 17:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A feud with President Trump. Slumping sales. A 34% share-price drop from record highs.</p><p>Challenges are piling up for <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and the electric-vehicle maker&#39;s chief executive, Elon Musk, but the company&#39;s legion of individual investors are staying put.</p><p>Nick Dolya, a 48-year-old in Winter Park, Fla., says he owns roughly $500,000 worth of Tesla shares and has added to his exposure during this year&#39;s selloffs.</p><p>His family members are devout fans of the brand&#39;s Model Y vehicle: He, his wife and daughter each own the car, and he plans to buy a fourth for his youngest daughter when she turns 16 next year. (Dolya also has a 20-year-old son, but decided not to get him a Model Y because of concerns about the availability of vehicle chargers near his college campus.)</p><p>Dolya estimates that he has persuaded 20 friends and acquaintances in recent years to buy a Model Y vehicle.</p><p>&#34;I&#39;m not a car junkie, but it&#39;s very safe, and I think it&#39;s one of the best car experiences. It&#39;s kind of like what [the] iPhone was 10 years ago,&#34; he said. &#34;I think eventually 50% of cars in the U.S. could be Model Y&#39;s.&#34;</p><p>Although Tesla and Musk are under pressure from both sides of the aisle in <a href=\"https://laohu8.com/S/WASH\">Washington</a> and Musk&#39;s popularity has suffered, there is no sign that the company&#39;s biggest fans are abandoning it.</p><p>Tesla shares rose 5% Wednesday even after the carmaker reported that its global vehicle sales fell nearly 14% in the second quarter compared with a year earlier, missing analyst estimates.</p><p>What happens to Tesla stock isn&#39;t only of interest to shareholders. The company&#39;s halo in financial markets has allowed Musk to raise billions of dollars for his other ventures, many of which aren&#39;t profitable and might not be for years.</p><p>While the largest group of investors in Tesla stock are institutional investors such as pension funds and money managers, the company has long been known for its loyal following among individuals, many of whom say they made large sums buying and holding the shares through their ups and downs. Among the &#34;Magnificent Seven&#34; large U.S. tech stocks, Tesla has the largest proportion of investors lumped into &#34;other&#34; in FactSet data, a residual category that excludes insiders and large institutions.</p><p>Tesla shares were the most actively traded on a brokerage platform for the five-day trading period ended Monday, with the 236,826 buy orders widely outpacing sales. Traders also stampeded into a fund that offers investors twice the exposure to shares of Tesla, the brokerage&#39;s data show.</p><p>But many Wall Street analysts warn that Tesla shares are worth less than their lofty price indicates, and that they have little room to climb further. The average 12-month price target for Tesla&#39;s stock is $311.12 among 54 analysts covering the stock, according to FactSet.</p><p>Garrett Nelson, senior equity analyst at CFRA Research, wrote in a note Wednesday that the firm&#39;s discounted cash-flow valuation model suggests that Tesla stock&#39;s fair value is $258, about 18% below its current level. The firm on Wednesday reiterated its &#34;hold&#34; rating on the stock and 12-month price target of $320.</p><p>Tesla is trading at roughly 132 times the company&#39;s expected earnings over the past 12 months, above its 10-year historical average of 125.7 times, according to FactSet. Companies in the S&amp;P 500 trade at a P/E ratio of 22.2.</p><p>Being a fan of a company that trades at high multiples of its earnings poses risks. But many say they don&#39;t mind for now.</p><p>&#34;I will be buying every big red day,&#34; a user wrote on X. &#34;Once $TSLA reaches $800+, I will become a multi-millionaire. Let&#39;s get rich together.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4592":"伊斯兰概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4598":"佩洛西持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4604":"机器人概念","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4585":"ETF&股票定投概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4555":"新能源车","TSLA":"特斯拉","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2548015098","content_text":"A feud with President Trump. Slumping sales. A 34% share-price drop from record highs.Challenges are piling up for Tesla and the electric-vehicle maker's chief executive, Elon Musk, but the company's legion of individual investors are staying put.Nick Dolya, a 48-year-old in Winter Park, Fla., says he owns roughly $500,000 worth of Tesla shares and has added to his exposure during this year's selloffs.His family members are devout fans of the brand's Model Y vehicle: He, his wife and daughter each own the car, and he plans to buy a fourth for his youngest daughter when she turns 16 next year. (Dolya also has a 20-year-old son, but decided not to get him a Model Y because of concerns about the availability of vehicle chargers near his college campus.)Dolya estimates that he has persuaded 20 friends and acquaintances in recent years to buy a Model Y vehicle.\"I'm not a car junkie, but it's very safe, and I think it's one of the best car experiences. It's kind of like what [the] iPhone was 10 years ago,\" he said. \"I think eventually 50% of cars in the U.S. could be Model Y's.\"Although Tesla and Musk are under pressure from both sides of the aisle in Washington and Musk's popularity has suffered, there is no sign that the company's biggest fans are abandoning it.Tesla shares rose 5% Wednesday even after the carmaker reported that its global vehicle sales fell nearly 14% in the second quarter compared with a year earlier, missing analyst estimates.What happens to Tesla stock isn't only of interest to shareholders. The company's halo in financial markets has allowed Musk to raise billions of dollars for his other ventures, many of which aren't profitable and might not be for years.While the largest group of investors in Tesla stock are institutional investors such as pension funds and money managers, the company has long been known for its loyal following among individuals, many of whom say they made large sums buying and holding the shares through their ups and downs. Among the \"Magnificent Seven\" large U.S. tech stocks, Tesla has the largest proportion of investors lumped into \"other\" in FactSet data, a residual category that excludes insiders and large institutions.Tesla shares were the most actively traded on a brokerage platform for the five-day trading period ended Monday, with the 236,826 buy orders widely outpacing sales. Traders also stampeded into a fund that offers investors twice the exposure to shares of Tesla, the brokerage's data show.But many Wall Street analysts warn that Tesla shares are worth less than their lofty price indicates, and that they have little room to climb further. The average 12-month price target for Tesla's stock is $311.12 among 54 analysts covering the stock, according to FactSet.Garrett Nelson, senior equity analyst at CFRA Research, wrote in a note Wednesday that the firm's discounted cash-flow valuation model suggests that Tesla stock's fair value is $258, about 18% below its current level. The firm on Wednesday reiterated its \"hold\" rating on the stock and 12-month price target of $320.Tesla is trading at roughly 132 times the company's expected earnings over the past 12 months, above its 10-year historical average of 125.7 times, according to FactSet. Companies in the S&P 500 trade at a P/E ratio of 22.2.Being a fan of a company that trades at high multiples of its earnings poses risks. But many say they don't mind for now.\"I will be buying every big red day,\" a user wrote on X. \"Once $TSLA reaches $800+, I will become a multi-millionaire. Let's get rich together.\"","news_type":1,"symbols_score_info":{"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450517040185576,"gmtCreate":1751014940129,"gmtModify":1751014943368,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"500","listText":"500","text":"500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450517040185576","repostId":"1119534186","repostType":2,"repost":{"id":"1119534186","kind":"news","pubTimestamp":1751002064,"share":"https://ttm.financial/m/news/1119534186?lang=en_US&edition=fundamental","pubTime":"2025-06-27 13:27","market":"us","language":"en","title":"Can Broadcom Stock Hit $400 in 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119534186","media":"Barchart","summary":"Chip giant $Broadcom$ doesn’t always make the front page when the artificial intelligence  conversation kicks off. Instead, companies like Nvidia  tend to dominate the headlines. But Broadcom has quietly and steadily become a key player behind the curtain. As AI reshapes everything from cloud infrastructure to autonomous vehicles, Broadcom’s influence is proving to be anything but background noise.Now sitting comfortably in the trillion-dollar club, Broadcom’s strength lies in its highly special","content":"<div>\n<p>Chip giant Broadcom doesn’t always make the front page when the artificial intelligence (AI) conversation kicks off. Instead, companies like Nvidia (NVDA) tend to dominate the headlines. But Broadcom ...</p>\n\n<a href=\"https://www.barchart.com/story/news/33068839/can-broadcom-stock-hit-400-in-2025\">Source Link</a>\n\n</div>\n","source":"barchart_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Broadcom Stock Hit $400 in 2025?</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\">\nCan Broadcom Stock Hit $400 in 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-27 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/33068839/can-broadcom-stock-hit-400-in-2025><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chip giant Broadcom doesn’t always make the front page when the artificial intelligence (AI) conversation kicks off. Instead, companies like Nvidia (NVDA) tend to dominate the headlines. But Broadcom ...</p>\n\n<a href=\"https://www.barchart.com/story/news/33068839/can-broadcom-stock-hit-400-in-2025\">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.barchart.com/story/news/33068839/can-broadcom-stock-hit-400-in-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119534186","content_text":"Chip giant Broadcom doesn’t always make the front page when the artificial intelligence (AI) conversation kicks off. Instead, companies like Nvidia (NVDA) tend to dominate the headlines. But Broadcom has quietly and steadily become a key player behind the curtain. As AI reshapes everything from cloud infrastructure to autonomous vehicles, Broadcom’s influence is proving to be anything but background noise.Now sitting comfortably in the trillion-dollar club, Broadcom’s strength lies in its highly specialized application-specific integrated circuits (ASICs), which power the custom AI chips used by tech leaders like Alphabet and Meta. These ASICs form the backbone of modern data centers, enabling the intense computational workloads required for cutting-edge AI models.In fact, Broadcom has recently stepped into the spotlight. This time, it's thanks to a bold new Street-high price target of $400 from HSBC, signaling strong conviction in the company’s long-term growth. Could Broadcom actually hit that mark before year-end?About Broadcom StockBased in Palo Alto, California, Broadcom spans semiconductors, enterprise software, and cybersecurity, offering a broad portfolio that supports critical technology infrastructure. Its solutions are found across cloud platforms, data centers, wireless networks, and connected devices, playing a behind-the-scenes role in keeping digital systems up and running.With a market capitalization hovering around $1.2 trillion, Broadcom has shown impressive strength in 2025, managing to outperform despite broader market choppiness. While the S&P 500 Index has gained a modest 3.5% year-to-date (YTD), AVGO stock has surged with a 14% YTD climb.The real momentum, however, has come in recent months. Shares have surged 40% over the past three months alone, fueled by rising demand for AI infrastructure and investor optimism. Looking over the past year, Broadcom’s 67% return dwarfs the S&P 500’s 11% gain, highlighting just how sharply the chip giant has broken away from the pack.www.barchart.comInside Broadcom’s Q2 Earnings ReportIn its fiscal 2025 second-quarter earnings report released on June 5, Broadcom delivered a standout performance. The firm posted revenue of $15 billion, narrowly beating estimates of $14.95 billion and marking a strong 20% year-over-year (YOY) increase. The growth was fueled by soaring demand for AI semiconductors, while contributions from VMware added an extra boost to the top line, reinforcing Broadcom’s expanding footprint across both hardware and software.Broadcom’s semiconductor segment pulled in $8.4 billion in the quarter, up 17% from the same period last year. AI semiconductor revenue alone reached $4.4 billion, marking a sharp 46% YOY increase. Broadcom’s software segment, which includes VMware, also delivered a strong performance with sales climbing 25% YOY to $6.6 billion.On the profitability front, Broadcom reported adjusted EPS of $1.58, up more than 43% YOY and slightly ahead of the $1.57 per share expected by analysts. Adjusted EBITDA also surged 35% YOY, reaching $10 billion. At the close of the fiscal quarter, Broadcom held $9.47 billion in cash and cash equivalents, ticking up from $9.31 billion in the prior quarter and signaling steady liquidity levels.While reflecting on the Q2 performance, CEO Hock Tan noted that Broadcom is targeting $5.1 billion in AI chip sales for the third quarter, with strong support from its hyperscale partners who are continuing to invest heavily. Tan also signaled that the company’s AI momentum is expected to carry well into fiscal 2026.Looking ahead to Q3, the company is guiding for revenue of approximately $15.8 billion, signaling continued strength across both its semiconductor and software segments. On the profitability side, Broadcom projects adjusted EBITDA to be at least 66% of the forecast revenue figure. What Do Analysts Think About Broadcom Stock?Broadcom shares popped nearly 4% on June 24 after HSBC took a bullish stance, upgrading AVGO stock to “Buy” from “Hold” and setting a new price target of $400. The investment firm sees Broadcom as a major beneficiary of rising investment from hyperscalers in custom AI chips, with demand expected to grow over the next few years. HSBC believes Broadcom’s potential in this space is still underappreciated and could drive significant upside as the market shifts toward more advanced, higher-value ASIC projects.Broadcom continues to enjoy strong backing on Wall Street, with analysts firmly united behind a “Strong Buy” consensus rating. Of the 35 analysts offering recommendations, 31 analysts give it a solid “Strong Buy\" rating, one suggests a “Moderate Buy,” and the remaining three advocate for “Hold.” AVGO stock’s average analyst price target of $288 indicates only 9% potential upside from current price levels. However, HSBC’s ambitious target of $400 suggests that the stock can rally as much as 51% from here.www.barchart.com","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":446937485635632,"gmtCreate":1750136838861,"gmtModify":1750137460386,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"People usually talk shit after selling . He sold all Nvidia&nbsp;and TSM in Q1, then Q2 we see both rallied, smart Hedge Fund Manager ?","listText":"People usually talk shit after selling . He sold all Nvidia&nbsp;and TSM in Q1, then Q2 we see both rallied, smart Hedge Fund Manager ?","text":"People usually talk shit after selling . He sold all Nvidia and TSM in Q1, then Q2 we see both rallied, smart Hedge Fund Manager ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/446937485635632","repostId":"1173317982","repostType":2,"repost":{"id":"1173317982","kind":"news","pubTimestamp":1750131709,"share":"https://ttm.financial/m/news/1173317982?lang=en_US&edition=fundamental","pubTime":"2025-06-17 11:41","market":"us","language":"en","title":"Hedge Fund Up 42% Last Year Offloads Its Biggest Winner Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=1173317982","media":"Bloomberg","summary":"Hedge fund founder Jonah Cheng calls $Nvidia Corp.(NVDA)$ the best pick of his career. But he has now sold the last of his shares in the company, expressing doubts about the outlook for the $3.5 trill","content":"<div>\n<p>Hedge fund founder Jonah Cheng calls Nvidia Corp. the best pick of his career. But he has now sold the last of his shares in the company, expressing doubts about the outlook for the $3.5 trillion ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-16/hedge-fund-up-42-last-year-offloads-its-biggest-winner-nvidia\">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>Hedge Fund Up 42% Last Year Offloads Its Biggest Winner Nvidia</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\">\nHedge Fund Up 42% Last Year Offloads Its Biggest Winner Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-17 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-06-16/hedge-fund-up-42-last-year-offloads-its-biggest-winner-nvidia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge fund founder Jonah Cheng calls Nvidia Corp. the best pick of his career. But he has now sold the last of his shares in the company, expressing doubts about the outlook for the $3.5 trillion ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-16/hedge-fund-up-42-last-year-offloads-its-biggest-winner-nvidia\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-06-16/hedge-fund-up-42-last-year-offloads-its-biggest-winner-nvidia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173317982","content_text":"Hedge fund founder Jonah Cheng calls Nvidia Corp. the best pick of his career. But he has now sold the last of his shares in the company, expressing doubts about the outlook for the $3.5 trillion chipmaker.The former UBS Group AG analyst, whose tech-focused fund generated returns of 42% last year, was among the investors who rode Nvidia’s breakneck rise over the past decade. It was one of the first stocks he bought when he set up the Captain Global Fund in 2016, and he has reinvested multiple times since then.Now, he’s not so sure.Cheng sold his Nvidia shares in the first quarter, based on worries about delays connected to its GB200 racks. He points to inventory risks, a lack of upward revisions to earnings forecasts, competition from custom-designed chips and wider questions about the pace of spending from cloud computing companies as reasons he is avoiding the stock.“I really like Nvidia, which is the stock that helped me make the most money in my life,” said Cheng, whose fund has around $100 million of assets under management. “But when I need to sell, I need to sell. You can’t fall in love with a stock.”Nvidia’s shares have jumped more than 1,400% over the past five years, and it remains overwhelmingly favored by analysts. But a few skeptics are emerging. Seaport Global Securities gave the stock a rare sell rating on April 30, pointing to the odds of slowing AI budgets in 2026. Michael Burry, famous for his ‘big short’ against the US housing market, loaded up on bearish options on Nvidia earlier this year, although that may have been a hedge.Still, the Santa Clara, California-based chipmaker is a hard stock to bet against. Although Nvidia tumbled in the first quarter as surprising progress from China’s DeepSeek roiled tech stocks, it has now recouped all of its losses to trade up around 6% this year, based on Friday’s close. Signs of a detente between China and the US have helped, easing one of the biggest headaches for global chipmakers.Cheng, a star chip sector analyst at UBS before he became a hedge fund manager, said he hasn’t become a long-term bear on Nvidia. He would still buy the stock if the company revised its earnings outlook higher, and says he hasn’t taken a short position on Nvidia.Cheng also sold his shares in Taiwan Semiconductor Manufacturing Co., the world’s largest contract chipmaker, in late 2024. He cited geopolitical risks, as well as the lack of visibility about spending plans from cloud service providers.He currently favors smaller companies that supply to the tech giants. Among his top picks: AI server makers Celestica Inc. and Wiwynn Corp., cooling product manufacturer Asia Vital Components Co. and cable maker Credo Technology Group Holding Ltd.","news_type":1,"symbols_score_info":{"TSM":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":445670086037552,"gmtCreate":1749830398292,"gmtModify":1749830402463,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Don't need a Pro to know it is overpriced","listText":"Don't need a Pro to know it is overpriced","text":"Don't need a Pro to know it is overpriced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/445670086037552","repostId":"2543687908","repostType":2,"repost":{"id":"2543687908","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":1749824845,"share":"https://ttm.financial/m/news/2543687908?lang=en_US&edition=fundamental","pubTime":"2025-06-13 22:27","market":"fut","language":"en","title":"This Wall Street Pro Did a Deep Dive into Tesla - and Calls the Stock \"Tremendously Overpriced.\" The Charts Show Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2543687908","media":"Dow Jones","summary":"$Tesla Motors(TSLA)$ shares are priced on hopes for robotaxis, full self-driving cars and robots.'Musk attempted to appeal to a F-150 and Ram crowd that hates his cars, while completely losing the Tes","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> shares are priced on hopes for robotaxis, full self-driving cars and robots.</p><blockquote><p>&#39;Musk attempted to appeal to a F-150 and Ram crowd that hates his cars, while completely losing the Tesla crowd that loved his cars.&#39;</p></blockquote><p>Tesla is anything but a boring stock, I&#39;ll give it that. It is also tremendously overpriced.</p><p>The Elon Musk vs. Donald Trump battle sure has captured the news cycle. It is captivating from both sides of the political aisle, and the reaction of Tesla Inc.&#39;s stock to these headlines has been nothing short of unstable, explosive and precarious.</p><p>As a result, there is a big picture about Tesla that many are missing.</p><p>Three years ago, fans of Tesla were certainly much more excited about their automotive manufacturing business than they are today. Back then, quick EV adoption appeared inevitable, Tesla had the technological lead and the overwhelming market share lead in EVs.</p><p>A great deal has changed since.</p><p>First, overall demand for pure battery electric vehicles (BEVs) turned out not to be as high as investors expected. Tesla consequently was forced to cut prices, which pressured margins. Moreover, expected new model launches at Telsa never materialized (or were &#34;delayed&#34;- much like the anticipated debut of Tesla&#39;s robotaxi program earlier this week).</p><p>Meanwhile, Musk&#39;s dalliance and subsequent reversal of fortunes with Trump and MAGA simultaneously confused Tesla&#39;s core customer base. In the views of one of our close friends, &#34;Musk attempted to appeal to a F-150 and Ram crowd that hates his cars, while completely losing the Tesla crowd that loved his cars.&#34;</p><blockquote><p>The amount of U.S. government subsidies that Tesla directly and indirectly receives is staggering.</p></blockquote><p>Meanwhile, the amount of U.S. government subsidies that Tesla directly and indirectly receives is staggering. Consequently, Musk may be accelerating pressure on the large subsidies enjoyed by Tesla buyers (federal tax credits, which indirectly go straight into Tesla&#39;s pockets) as well as the subsidies enjoyed by the company directly (in the form of regulatory credits).</p><p>Finally, and at the worst possible time for Tesla, traditional competitors have started ramping up with marketable EVs, and new competitors (especially in China) started developing products too, with tremendous success.</p><p>Consequently, the expectations that people had three years ago did not materialize. Not even close. Even the flagship Models 3 and Y have been disappointing, and the Cybertruck has been a disaster.</p><p>In June 2022, the investment community expected Tesla to mint more than 3.6 million units of sales in 2025. Today, those expectations are down 45%. Moreover, price cuts have driven Tesla&#39;s average selling prices down by roughly 25%. Taken together, expectations for total Tesla 2025 automotive revenues are down almost 60% in this short period.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e6cf6816c67adebb86040503a517621\" title=\"Table showing projected Tesla unit sales and revenue changes from June 2022 to June 2025.\" tg-width=\"700\" tg-height=\"401\"/><span>Table showing projected Tesla unit sales and revenue changes from June 2022 to June 2025.</span></p><p>And what this meant for the P&amp;L and financials for Tesla have not been good at all. In the table below, you can see how bad it has been. Total revenue expectations for 2025 are down 40%, gross margins are down 34%, operating margins are down 56% and earnings expectations are down 68%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed89cec580f64af50ee7903ed130f515\" title=\"Tesla financial data: June 22 vs June 25.  Shows revenue, margins, and EPS.\" tg-width=\"700\" tg-height=\"201\"/><span>Tesla financial data: June 22 vs June 25.  Shows revenue, margins, and EPS.</span></p><p>And how has Tesla stock reacted to the plunging expectations for revenues and earnings?</p><p>It&#39;s up almost 30% in the past three months.</p><p>Yes, during this period of severe fundamental deterioration, the stock has risen to $320 a share from $240. And in the euphoria following Trump&#39;s election and Musk&#39;s initial alliance with him, the stock actually approached $490 a share in mid-December.</p><p>There&#39;s nothing fundamental justifying the stock&#39;s recent gain. In fact the (terrible) first-quarter numbers suggested the opposite reaction was warranted. How did this happen?</p><p>Chalk it up to &#34;thesis drift.&#34; Here&#39;s what that means: Investors, specifically Tesla bulls, three years ago believed in an EV future where Tesla would become the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> of automakers, and everyone else would become Nokia, Blackberry or Motorola. Now they don&#39;t even care about Tesla&#39;s auto business.</p><p>Today, the story, evidently, is all about Tesla&#39;s AI-enhanced full self-driving (FSD) vehicles and robotaxis, and about Optimus, the humanoid bipedal robot that Tesla is designing. Musk said this week that Tesla&#39;s robotaxi service in Austin will roll out later this month. And this has Tesla fans extremely excited. Never mind that Waymo is already in four cities, including Austin, and is booking 250,000 autonomous rides per week in Austin, Phoenix, San Francisco and Los Angeles. In the mind of a Tesla investor, Waymo, which is owned by Alphabet, doesn&#39;t have the same caliber of code writers that Tesla has. Funny that.</p><p>And given Musk&#39;s ability to use social media to drive Tesla stock significantly higher without traditional fundamental justification (some call this &#34;pumping&#34;) you have buyside (institutional) investors reluctant to step in and attempt to make markets efficient by shorting the stock. As a result, there is a strong argument that we don&#39;t have proper &#34;price discovery&#34; for Tesla shares.</p><p>And at $320 per share, this is a company experiencing negative sales and earnings growth, trading at an EV/sales of nearly 12x, a 2025 P/E of over 170x, and sporting a $1 trillion market cap.</p><p>Let those figures sink in.</p><p>Importantly, our view is that the value of the automotive business within Tesla not only represents a small portion of its current market cap - but is worth much less than even we expected a few years ago.</p><p>If we compare Tesla&#39;s sales and market cap to that of other auto manufacturers, a picture can be worth a thousand words.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c0fc4d4117e97ebd8cfdece9545d841\" title=\"Bar chart showing automaker sales in billions for fiscal year 2025.\" tg-width=\"700\" tg-height=\"533\"/><span>Bar chart showing automaker sales in billions for fiscal year 2025.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f51e8db8e88153742583aca54e4a87a4\" title=\"Bar chart comparing the market caps of various automakers, showing Tesla&#39;s significantly larger market cap.\" tg-width=\"700\" tg-height=\"512\"/><span>Bar chart comparing the market caps of various automakers, showing Tesla&#39;s significantly larger market cap.</span></p><blockquote><p>Tesla has Mr. Market distracted right now, and he&#39;s ignoring the possibility that Tesla&#39;s share price already reflects the company&#39;s best possible outcome.</p></blockquote><p>So, what investors must determine going forward is less about the future for Tesla automobile manufacturing and more about the prospects for FSD, robotaxis, energy and other projects in Tesla&#39;s skunkworks - because that is clearly what is driving the share price and market cap.</p><p>To start this, we can make a simple determination of what the automobile business is worth. And, by implication, the balance must be these other &#34;Musk Options.&#34; In auto-land, the average P/E for Ford, BMW, Mercedes, GM, Renault, Stellantis and Volkswagen is 6.5x. Include Honda, Toyota and SAIC, it is 7.7x.</p><p>If we assume the Tesla automotive business - despite all the deteriorating metrics mentioned above - is a better business and deserving of a higher multiple than each of them (which is debatable), perhaps we can say it should be worth a P/E of 10x. Maybe we could even say 15x.</p><p>And at a 2025 P/E of 15x, Tesla&#39;s auto business would have market cap of $100 billion. That is still a heck of a lot, more than any other automaker except Toyota (which generates 5x more sales and Ebitda), and about the same as BYD.</p><p>And if we assume we are close, that means that the market already values Tesla&#39;s FSD, robotaxis, Optimus and the energy business at roughly $1 trillion. And for the Tesla fans laughing at our valuation of the automotive business, even if Tesla&#39;s automotive business were worth twice that amount (a P/E of 30x), the &#34;Musk option&#34; would be valued at $900 billion.</p><p>In other words, Tesla&#39;s share price already assumes - and prices in - a tremendous amount of success for Tesla&#39;s non-automotive manufacturing businesses.</p><p>Now, clearly, Waymo, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/MBLY\">Mobileye Global Inc.</a> and others have a much different opinion about Tesla&#39;s prospects in autonomous driving and robotaxi profitability. Many industry observers do too. But suppose robotaxis become a thing: who will win? And will there be only one &#34;winner&#34;? Perhaps most importantly, how much is there to win? How much demand will there really be for autonomous vehicles?</p><p>It is unfathomable that most people will actually not want to drive their cars. It is incomprehensible that people, outside of big-city commuters who don&#39;t like trains, will want to surrender the experience, enjoyment and responsibility of driving to a machine. In our view, demand may not be as high as some think.</p><p>And even if people ultimately do want to have an autonomous vehicle, or are one day forced to do so by government regulators, this isn&#39;t months or even years from now for the majority of drivers. It&#39;ll take decades.</p><p>That means we&#39;ll need to discount those future prospects back to the present. And if you are sure that something will be worth $100 in 20 years, and you want to make 15% a year while you wait, then you better not pay much more than about $6 to buy it today. That&#39;s just math.</p><p>Finally, if Tesla&#39;s FSD does &#34;win,&#34; and if its software is installed on more than just Ubers/Lyfts/taxis and ride-sharing apps, then how much will consumers pay for the software that makes their cars autonomous?</p><p>At the outset, the early adopters will pay whatever price they have to, but we shouldn&#39;t want to make the mistake of extrapolating that (as investors in Tesla&#39;s automotive prospects did). Instead, objectively estimate what things might look like as the technology spreads.</p><p>So, the question is this: Will we all want to subscribe to an autonomous-driving software vendor like we do with Apple or Android and our phones? Or will competition eventually force autonomous to be standard for all cars, like cruise control?</p><p>How much will that cost? We&#39;re guessing that the price is somewhere between free and expensive. We will find out one day, of course, but in the meantime it appears that Tesla has Mr. Market distracted right now, and he&#39;s ignoring the possibility that Tesla&#39;s share price already reflects the company&#39;s best possible outcome.</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>This Wall Street Pro Did a Deep Dive into Tesla - and Calls the Stock \"Tremendously Overpriced.\" The Charts Show Why</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\">\nThis Wall Street Pro Did a Deep Dive into Tesla - and Calls the Stock \"Tremendously Overpriced.\" The Charts Show Why\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\">2025-06-13 22:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> shares are priced on hopes for robotaxis, full self-driving cars and robots.</p><blockquote><p>&#39;Musk attempted to appeal to a F-150 and Ram crowd that hates his cars, while completely losing the Tesla crowd that loved his cars.&#39;</p></blockquote><p>Tesla is anything but a boring stock, I&#39;ll give it that. It is also tremendously overpriced.</p><p>The Elon Musk vs. Donald Trump battle sure has captured the news cycle. It is captivating from both sides of the political aisle, and the reaction of Tesla Inc.&#39;s stock to these headlines has been nothing short of unstable, explosive and precarious.</p><p>As a result, there is a big picture about Tesla that many are missing.</p><p>Three years ago, fans of Tesla were certainly much more excited about their automotive manufacturing business than they are today. Back then, quick EV adoption appeared inevitable, Tesla had the technological lead and the overwhelming market share lead in EVs.</p><p>A great deal has changed since.</p><p>First, overall demand for pure battery electric vehicles (BEVs) turned out not to be as high as investors expected. Tesla consequently was forced to cut prices, which pressured margins. Moreover, expected new model launches at Telsa never materialized (or were &#34;delayed&#34;- much like the anticipated debut of Tesla&#39;s robotaxi program earlier this week).</p><p>Meanwhile, Musk&#39;s dalliance and subsequent reversal of fortunes with Trump and MAGA simultaneously confused Tesla&#39;s core customer base. In the views of one of our close friends, &#34;Musk attempted to appeal to a F-150 and Ram crowd that hates his cars, while completely losing the Tesla crowd that loved his cars.&#34;</p><blockquote><p>The amount of U.S. government subsidies that Tesla directly and indirectly receives is staggering.</p></blockquote><p>Meanwhile, the amount of U.S. government subsidies that Tesla directly and indirectly receives is staggering. Consequently, Musk may be accelerating pressure on the large subsidies enjoyed by Tesla buyers (federal tax credits, which indirectly go straight into Tesla&#39;s pockets) as well as the subsidies enjoyed by the company directly (in the form of regulatory credits).</p><p>Finally, and at the worst possible time for Tesla, traditional competitors have started ramping up with marketable EVs, and new competitors (especially in China) started developing products too, with tremendous success.</p><p>Consequently, the expectations that people had three years ago did not materialize. Not even close. Even the flagship Models 3 and Y have been disappointing, and the Cybertruck has been a disaster.</p><p>In June 2022, the investment community expected Tesla to mint more than 3.6 million units of sales in 2025. Today, those expectations are down 45%. Moreover, price cuts have driven Tesla&#39;s average selling prices down by roughly 25%. Taken together, expectations for total Tesla 2025 automotive revenues are down almost 60% in this short period.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e6cf6816c67adebb86040503a517621\" title=\"Table showing projected Tesla unit sales and revenue changes from June 2022 to June 2025.\" tg-width=\"700\" tg-height=\"401\"/><span>Table showing projected Tesla unit sales and revenue changes from June 2022 to June 2025.</span></p><p>And what this meant for the P&amp;L and financials for Tesla have not been good at all. In the table below, you can see how bad it has been. Total revenue expectations for 2025 are down 40%, gross margins are down 34%, operating margins are down 56% and earnings expectations are down 68%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed89cec580f64af50ee7903ed130f515\" title=\"Tesla financial data: June 22 vs June 25.  Shows revenue, margins, and EPS.\" tg-width=\"700\" tg-height=\"201\"/><span>Tesla financial data: June 22 vs June 25.  Shows revenue, margins, and EPS.</span></p><p>And how has Tesla stock reacted to the plunging expectations for revenues and earnings?</p><p>It&#39;s up almost 30% in the past three months.</p><p>Yes, during this period of severe fundamental deterioration, the stock has risen to $320 a share from $240. And in the euphoria following Trump&#39;s election and Musk&#39;s initial alliance with him, the stock actually approached $490 a share in mid-December.</p><p>There&#39;s nothing fundamental justifying the stock&#39;s recent gain. In fact the (terrible) first-quarter numbers suggested the opposite reaction was warranted. How did this happen?</p><p>Chalk it up to &#34;thesis drift.&#34; Here&#39;s what that means: Investors, specifically Tesla bulls, three years ago believed in an EV future where Tesla would become the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> of automakers, and everyone else would become Nokia, Blackberry or Motorola. Now they don&#39;t even care about Tesla&#39;s auto business.</p><p>Today, the story, evidently, is all about Tesla&#39;s AI-enhanced full self-driving (FSD) vehicles and robotaxis, and about Optimus, the humanoid bipedal robot that Tesla is designing. Musk said this week that Tesla&#39;s robotaxi service in Austin will roll out later this month. And this has Tesla fans extremely excited. Never mind that Waymo is already in four cities, including Austin, and is booking 250,000 autonomous rides per week in Austin, Phoenix, San Francisco and Los Angeles. In the mind of a Tesla investor, Waymo, which is owned by Alphabet, doesn&#39;t have the same caliber of code writers that Tesla has. Funny that.</p><p>And given Musk&#39;s ability to use social media to drive Tesla stock significantly higher without traditional fundamental justification (some call this &#34;pumping&#34;) you have buyside (institutional) investors reluctant to step in and attempt to make markets efficient by shorting the stock. As a result, there is a strong argument that we don&#39;t have proper &#34;price discovery&#34; for Tesla shares.</p><p>And at $320 per share, this is a company experiencing negative sales and earnings growth, trading at an EV/sales of nearly 12x, a 2025 P/E of over 170x, and sporting a $1 trillion market cap.</p><p>Let those figures sink in.</p><p>Importantly, our view is that the value of the automotive business within Tesla not only represents a small portion of its current market cap - but is worth much less than even we expected a few years ago.</p><p>If we compare Tesla&#39;s sales and market cap to that of other auto manufacturers, a picture can be worth a thousand words.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c0fc4d4117e97ebd8cfdece9545d841\" title=\"Bar chart showing automaker sales in billions for fiscal year 2025.\" tg-width=\"700\" tg-height=\"533\"/><span>Bar chart showing automaker sales in billions for fiscal year 2025.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f51e8db8e88153742583aca54e4a87a4\" title=\"Bar chart comparing the market caps of various automakers, showing Tesla&#39;s significantly larger market cap.\" tg-width=\"700\" tg-height=\"512\"/><span>Bar chart comparing the market caps of various automakers, showing Tesla&#39;s significantly larger market cap.</span></p><blockquote><p>Tesla has Mr. Market distracted right now, and he&#39;s ignoring the possibility that Tesla&#39;s share price already reflects the company&#39;s best possible outcome.</p></blockquote><p>So, what investors must determine going forward is less about the future for Tesla automobile manufacturing and more about the prospects for FSD, robotaxis, energy and other projects in Tesla&#39;s skunkworks - because that is clearly what is driving the share price and market cap.</p><p>To start this, we can make a simple determination of what the automobile business is worth. And, by implication, the balance must be these other &#34;Musk Options.&#34; In auto-land, the average P/E for Ford, BMW, Mercedes, GM, Renault, Stellantis and Volkswagen is 6.5x. Include Honda, Toyota and SAIC, it is 7.7x.</p><p>If we assume the Tesla automotive business - despite all the deteriorating metrics mentioned above - is a better business and deserving of a higher multiple than each of them (which is debatable), perhaps we can say it should be worth a P/E of 10x. Maybe we could even say 15x.</p><p>And at a 2025 P/E of 15x, Tesla&#39;s auto business would have market cap of $100 billion. That is still a heck of a lot, more than any other automaker except Toyota (which generates 5x more sales and Ebitda), and about the same as BYD.</p><p>And if we assume we are close, that means that the market already values Tesla&#39;s FSD, robotaxis, Optimus and the energy business at roughly $1 trillion. And for the Tesla fans laughing at our valuation of the automotive business, even if Tesla&#39;s automotive business were worth twice that amount (a P/E of 30x), the &#34;Musk option&#34; would be valued at $900 billion.</p><p>In other words, Tesla&#39;s share price already assumes - and prices in - a tremendous amount of success for Tesla&#39;s non-automotive manufacturing businesses.</p><p>Now, clearly, Waymo, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/MBLY\">Mobileye Global Inc.</a> and others have a much different opinion about Tesla&#39;s prospects in autonomous driving and robotaxi profitability. Many industry observers do too. But suppose robotaxis become a thing: who will win? And will there be only one &#34;winner&#34;? Perhaps most importantly, how much is there to win? How much demand will there really be for autonomous vehicles?</p><p>It is unfathomable that most people will actually not want to drive their cars. It is incomprehensible that people, outside of big-city commuters who don&#39;t like trains, will want to surrender the experience, enjoyment and responsibility of driving to a machine. In our view, demand may not be as high as some think.</p><p>And even if people ultimately do want to have an autonomous vehicle, or are one day forced to do so by government regulators, this isn&#39;t months or even years from now for the majority of drivers. It&#39;ll take decades.</p><p>That means we&#39;ll need to discount those future prospects back to the present. And if you are sure that something will be worth $100 in 20 years, and you want to make 15% a year while you wait, then you better not pay much more than about $6 to buy it today. That&#39;s just math.</p><p>Finally, if Tesla&#39;s FSD does &#34;win,&#34; and if its software is installed on more than just Ubers/Lyfts/taxis and ride-sharing apps, then how much will consumers pay for the software that makes their cars autonomous?</p><p>At the outset, the early adopters will pay whatever price they have to, but we shouldn&#39;t want to make the mistake of extrapolating that (as investors in Tesla&#39;s automotive prospects did). Instead, objectively estimate what things might look like as the technology spreads.</p><p>So, the question is this: Will we all want to subscribe to an autonomous-driving software vendor like we do with Apple or Android and our phones? Or will competition eventually force autonomous to be standard for all cars, like cruise control?</p><p>How much will that cost? We&#39;re guessing that the price is somewhere between free and expensive. We will find out one day, of course, but in the meantime it appears that Tesla has Mr. Market distracted right now, and he&#39;s ignoring the possibility that Tesla&#39;s share price already reflects the company&#39;s best possible outcome.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4548":"巴美列捷福持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","TSLA":"特斯拉","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4571":"数字音乐概念","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","BK4566":"资本集团"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2543687908","content_text":"Tesla Motors shares are priced on hopes for robotaxis, full self-driving cars and robots.'Musk attempted to appeal to a F-150 and Ram crowd that hates his cars, while completely losing the Tesla crowd that loved his cars.'Tesla is anything but a boring stock, I'll give it that. It is also tremendously overpriced.The Elon Musk vs. Donald Trump battle sure has captured the news cycle. It is captivating from both sides of the political aisle, and the reaction of Tesla Inc.'s stock to these headlines has been nothing short of unstable, explosive and precarious.As a result, there is a big picture about Tesla that many are missing.Three years ago, fans of Tesla were certainly much more excited about their automotive manufacturing business than they are today. Back then, quick EV adoption appeared inevitable, Tesla had the technological lead and the overwhelming market share lead in EVs.A great deal has changed since.First, overall demand for pure battery electric vehicles (BEVs) turned out not to be as high as investors expected. Tesla consequently was forced to cut prices, which pressured margins. Moreover, expected new model launches at Telsa never materialized (or were \"delayed\"- much like the anticipated debut of Tesla's robotaxi program earlier this week).Meanwhile, Musk's dalliance and subsequent reversal of fortunes with Trump and MAGA simultaneously confused Tesla's core customer base. In the views of one of our close friends, \"Musk attempted to appeal to a F-150 and Ram crowd that hates his cars, while completely losing the Tesla crowd that loved his cars.\"The amount of U.S. government subsidies that Tesla directly and indirectly receives is staggering.Meanwhile, the amount of U.S. government subsidies that Tesla directly and indirectly receives is staggering. Consequently, Musk may be accelerating pressure on the large subsidies enjoyed by Tesla buyers (federal tax credits, which indirectly go straight into Tesla's pockets) as well as the subsidies enjoyed by the company directly (in the form of regulatory credits).Finally, and at the worst possible time for Tesla, traditional competitors have started ramping up with marketable EVs, and new competitors (especially in China) started developing products too, with tremendous success.Consequently, the expectations that people had three years ago did not materialize. Not even close. Even the flagship Models 3 and Y have been disappointing, and the Cybertruck has been a disaster.In June 2022, the investment community expected Tesla to mint more than 3.6 million units of sales in 2025. Today, those expectations are down 45%. Moreover, price cuts have driven Tesla's average selling prices down by roughly 25%. Taken together, expectations for total Tesla 2025 automotive revenues are down almost 60% in this short period.Table showing projected Tesla unit sales and revenue changes from June 2022 to June 2025.And what this meant for the P&L and financials for Tesla have not been good at all. In the table below, you can see how bad it has been. Total revenue expectations for 2025 are down 40%, gross margins are down 34%, operating margins are down 56% and earnings expectations are down 68%.Tesla financial data: June 22 vs June 25.  Shows revenue, margins, and EPS.And how has Tesla stock reacted to the plunging expectations for revenues and earnings?It's up almost 30% in the past three months.Yes, during this period of severe fundamental deterioration, the stock has risen to $320 a share from $240. And in the euphoria following Trump's election and Musk's initial alliance with him, the stock actually approached $490 a share in mid-December.There's nothing fundamental justifying the stock's recent gain. In fact the (terrible) first-quarter numbers suggested the opposite reaction was warranted. How did this happen?Chalk it up to \"thesis drift.\" Here's what that means: Investors, specifically Tesla bulls, three years ago believed in an EV future where Tesla would become the Apple of automakers, and everyone else would become Nokia, Blackberry or Motorola. Now they don't even care about Tesla's auto business.Today, the story, evidently, is all about Tesla's AI-enhanced full self-driving (FSD) vehicles and robotaxis, and about Optimus, the humanoid bipedal robot that Tesla is designing. Musk said this week that Tesla's robotaxi service in Austin will roll out later this month. And this has Tesla fans extremely excited. Never mind that Waymo is already in four cities, including Austin, and is booking 250,000 autonomous rides per week in Austin, Phoenix, San Francisco and Los Angeles. In the mind of a Tesla investor, Waymo, which is owned by Alphabet, doesn't have the same caliber of code writers that Tesla has. Funny that.And given Musk's ability to use social media to drive Tesla stock significantly higher without traditional fundamental justification (some call this \"pumping\") you have buyside (institutional) investors reluctant to step in and attempt to make markets efficient by shorting the stock. As a result, there is a strong argument that we don't have proper \"price discovery\" for Tesla shares.And at $320 per share, this is a company experiencing negative sales and earnings growth, trading at an EV/sales of nearly 12x, a 2025 P/E of over 170x, and sporting a $1 trillion market cap.Let those figures sink in.Importantly, our view is that the value of the automotive business within Tesla not only represents a small portion of its current market cap - but is worth much less than even we expected a few years ago.If we compare Tesla's sales and market cap to that of other auto manufacturers, a picture can be worth a thousand words.Bar chart showing automaker sales in billions for fiscal year 2025.Bar chart comparing the market caps of various automakers, showing Tesla's significantly larger market cap.Tesla has Mr. Market distracted right now, and he's ignoring the possibility that Tesla's share price already reflects the company's best possible outcome.So, what investors must determine going forward is less about the future for Tesla automobile manufacturing and more about the prospects for FSD, robotaxis, energy and other projects in Tesla's skunkworks - because that is clearly what is driving the share price and market cap.To start this, we can make a simple determination of what the automobile business is worth. And, by implication, the balance must be these other \"Musk Options.\" In auto-land, the average P/E for Ford, BMW, Mercedes, GM, Renault, Stellantis and Volkswagen is 6.5x. Include Honda, Toyota and SAIC, it is 7.7x.If we assume the Tesla automotive business - despite all the deteriorating metrics mentioned above - is a better business and deserving of a higher multiple than each of them (which is debatable), perhaps we can say it should be worth a P/E of 10x. Maybe we could even say 15x.And at a 2025 P/E of 15x, Tesla's auto business would have market cap of $100 billion. That is still a heck of a lot, more than any other automaker except Toyota (which generates 5x more sales and Ebitda), and about the same as BYD.And if we assume we are close, that means that the market already values Tesla's FSD, robotaxis, Optimus and the energy business at roughly $1 trillion. And for the Tesla fans laughing at our valuation of the automotive business, even if Tesla's automotive business were worth twice that amount (a P/E of 30x), the \"Musk option\" would be valued at $900 billion.In other words, Tesla's share price already assumes - and prices in - a tremendous amount of success for Tesla's non-automotive manufacturing businesses.Now, clearly, Waymo, Baidu, Mobileye Global Inc. and others have a much different opinion about Tesla's prospects in autonomous driving and robotaxi profitability. Many industry observers do too. But suppose robotaxis become a thing: who will win? And will there be only one \"winner\"? Perhaps most importantly, how much is there to win? How much demand will there really be for autonomous vehicles?It is unfathomable that most people will actually not want to drive their cars. It is incomprehensible that people, outside of big-city commuters who don't like trains, will want to surrender the experience, enjoyment and responsibility of driving to a machine. In our view, demand may not be as high as some think.And even if people ultimately do want to have an autonomous vehicle, or are one day forced to do so by government regulators, this isn't months or even years from now for the majority of drivers. It'll take decades.That means we'll need to discount those future prospects back to the present. And if you are sure that something will be worth $100 in 20 years, and you want to make 15% a year while you wait, then you better not pay much more than about $6 to buy it today. That's just math.Finally, if Tesla's FSD does \"win,\" and if its software is installed on more than just Ubers/Lyfts/taxis and ride-sharing apps, then how much will consumers pay for the software that makes their cars autonomous?At the outset, the early adopters will pay whatever price they have to, but we shouldn't want to make the mistake of extrapolating that (as investors in Tesla's automotive prospects did). Instead, objectively estimate what things might look like as the technology spreads.So, the question is this: Will we all want to subscribe to an autonomous-driving software vendor like we do with Apple or Android and our phones? Or will competition eventually force autonomous to be standard for all cars, like cruise control?How much will that cost? We're guessing that the price is somewhere between free and expensive. We will find out one day, of course, but in the meantime it appears that Tesla has Mr. Market distracted right now, and he's ignoring the possibility that Tesla's share price already reflects the company's best possible outcome.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":444901854298128,"gmtCreate":1749636389525,"gmtModify":1749636393282,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"All in . Buy Buy Buy Nvidia","listText":"All in . Buy Buy Buy Nvidia","text":"All in . Buy Buy Buy Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/444901854298128","repostId":"1150933699","repostType":2,"repost":{"id":"1150933699","kind":"news","pubTimestamp":1749637470,"share":"https://ttm.financial/m/news/1150933699?lang=en_US&edition=fundamental","pubTime":"2025-06-11 18:24","market":"us","language":"en","title":"Nvidia Teams Up With Startup Mistral as Part of European AI Push","url":"https://stock-news.laohu8.com/highlight/detail?id=1150933699","media":"Bloomberg","summary":"Nvidia's Huang: We Are Building AI Technology Centers In Seven Different Countries; Europe Is Building 20 More AI Gigafactories","content":"<div>\n<p>Nvidia Corp. announced a raft of projects aimed at bolstering artificial-intelligence infrastructure across Europe, including an expanded partnership with French startup Mistral AI.Chief Executive ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-11/nvidia-teams-up-with-startup-mistral-as-part-of-european-ai-push\">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>Nvidia Teams Up With Startup Mistral as Part of European AI Push</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 Teams Up With Startup Mistral as Part of European AI Push\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-11 18:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-06-11/nvidia-teams-up-with-startup-mistral-as-part-of-european-ai-push><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp. announced a raft of projects aimed at bolstering artificial-intelligence infrastructure across Europe, including an expanded partnership with French startup Mistral AI.Chief Executive ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-11/nvidia-teams-up-with-startup-mistral-as-part-of-european-ai-push\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-06-11/nvidia-teams-up-with-startup-mistral-as-part-of-european-ai-push","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150933699","content_text":"Nvidia Corp. announced a raft of projects aimed at bolstering artificial-intelligence infrastructure across Europe, including an expanded partnership with French startup Mistral AI.Chief Executive Officer Jensen Huang made the announcements during a joint Nvidia-VivaTech event in Paris, part of a globe-trotting campaign to promote the adoption of AI and his company’s products. A data center buildout is needed in Europe to help countries there catch up in deploying the technology, he said.The chipmaker is trying to expand the market for AI accelerators — the processors used to develop and run artificial intelligence models. Nvidia is pushing for countries to deploy technology on a national level and trying to make it easier for individual companies to get the benefits from AI.In France, Nvidia will team up with Mistral to use local AI computing to run the startup’s services. An offering called Mistral Compute will tap 18,000 new Grace Blackwell chips from Nvidia. It will be developed in Mistral’s data center in Essonne, France, and the company plans to roll it out to other locations in Europe.In the UK, AI firms Nebius Group and Nscale Global Holdings Ltd. will use “thousands” of such semiconductors for their own platforms. Other countries, including Italy and Armenia, also are installing new hardware, Nvidia said.In Europe, Nvidia is working with 1.5 million developers and 9,600 businesses, as well as 7,000 startups in what the company calls its inception program.“The only thing that’s missing is infrastructure,” Dion Harris, Nvidia’s director of data center and high-performance computing, said in a briefing ahead of the presentations. Nvidia is working with cloud and telecommunications companies across Europe, he said.Europe has lagged behind the US in developing the infrastructure for AI and hasn’t matched the spending promised in other regions. Huang said at an event in London on Monday with UK Prime Minister Keir Starmer that a lack of infrastructure was holding back growth in a country that otherwise had the expertise and startups to be a global competitor in AI.Huang said at the GTC-VivaTech event that more than 20 so-called AI factories are being planned and built across Europe in the next two years, with “several” of them being “gigafactories.” The larger facilities will be home to over 100,000 chips. It calculates that AI hardware capacity in Europe will grow by three times next year.“We will increase the amount of AI computing capacity in Europe by a factor of 10,” he said.Santa Clara, California-based Nvidia has transformed its fortunes over the last three years and now gets almost as much revenue per quarter as Intel Corp., its longtime nemesis, gets in a year.Much of that money come from AI accelerator chips, which are used by a cadre of giant companies to develop AI software and services. That group, which includes Microsoft Corp. and Meta Platforms Inc., provides about half of Nvidia’s total sales. The chipmaker is looking to reach a wider market by promoting the use of smaller-scale systems by companies and countries.Adding to a previous announcement, Nvidia said Amazon.com Inc.’s AWS, Mistral and others are joining the chipmaker’s Lepton service, which helps connect AI developers with the computing hardware they need.Nvidia said that European countries need help to get AI models deployed that are based on local languages and data. It’s providing software and services that will accelerate those efforts.Separately, Nvidia said that vehicles using its chips and software are starting to appear on the road — the result of years of work. Mercedes-Benz Group AG’s CLA models and forthcoming vehicles from Volvo and Jaguar will rely on its Drive platform.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440187767251704,"gmtCreate":1748505906174,"gmtModify":1748505909337,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Could have been much better. Why shoot your own foot restricting sales thinking you are the only country capable of producing AI Chip . Maybe for now but not forever&nbsp;","listText":"Could have been much better. Why shoot your own foot restricting sales thinking you are the only country capable of producing AI Chip . Maybe for now but not forever&nbsp;","text":"Could have been much better. Why shoot your own foot restricting sales thinking you are the only country capable of producing AI Chip . Maybe for now but not forever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440187767251704","repostId":"2539171409","repostType":2,"repost":{"id":"2539171409","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":1748505760,"share":"https://ttm.financial/m/news/2539171409?lang=en_US&edition=fundamental","pubTime":"2025-05-29 16:02","market":"nz","language":"en","title":"Nvidia Shares Rise 5.6% As Sales Hit From China Export Curbs Not As Bad As Feared","url":"https://stock-news.laohu8.com/highlight/detail?id=2539171409","media":"Reuters","summary":"May 28 (Reuters) - Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billi","content":"<html><head></head><body><p>May 28 (Reuters) - Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion in sales from the company&#39;s current quarter, forcing the company to offer a forecast below Wall Street estimates on Wednesday.</p><p>Shares of the world&#39;s most valuable semiconductor firm still rose 5.6% in premarket trading as investors digested news that the hit in the current fiscal second quarter was not as bad as feared, and Nvidia talked up demand for its new Blackwell chips from customers including Microsoft MSFT.O. The stock is relatively flat so far this year, compared with 2024 when the shares nearly tripled in value. Nvidia now faces trade restrictions on what it can sell, and the AI data center market is also maturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22c042d86d5485f57d4fbd5a3762eb59\" tg-width=\"780\" tg-height=\"832\"/></p><p>Washington&#39;s years-long efforts to thwart Beijing&#39;s access to top-of-the-line U.S. technology have resulted in stricter restrictions on the export of Nvidia&#39;s AI chips - stifling the company&#39;s access to one of the largest markets for semiconductors.</p><p>Midway through a conference call with analysts, CEO Jensen Huang made impassioned remarks about U.S.-China policy, saying that Nvidia was at risk of being cut off from China&#39;s massive AI developer base and arguing that China&#39;s chip industry was sophisticated and closing in on the United States&#39; dominance. But he praised U.S. President Donald Trump&#39;s recent move to rescind a so-called AI diffusion rule that would have regulated global flows of U.S. AI chips.</p><p>&#34;President Trump wants America to win. And he also realizes that we&#39;re not the only country in the race,&#34; Huang said.</p><p>Huang told analysts that Nvidia&#39;s Hopper chips could no longer be modified for the Chinese market but did not comment on its Blackwell chips. Reuters has reported that Nvidia is preparing a Blackwell variant for the Chinese market.</p><p>Though unlikely to make up for the loss in Chinese revenue, a spate of new deals that Nvidia signed earlier this month in the Middle East could offer fresh avenues of growth - including the first phases of a 10-square-mile data center site in the United Arab Emirates that could eventually use 5 gigawatts&#39; worth of AI infrastructure. The company has also announced similar deals in Saudi Arabia and Taiwan.</p><p>&#34;We have a line of sight to projects requiring tens of gigawatts of Nvidia AI infrastructure in the not-too-distant future,&#34; Nvidia Chief Financial Officer Colette Kress said on the conference call.</p><p>But in the shorter term, restrictions on China exports will hurt. Kress said data center revenue in that country declined.</p><p>U.S. restrictions on the sale of Nvidia&#39;s H20 chips to China, the only AI processors it could legally export to the country, prompted Nvidia to disclose in April that it expected a $5.5 billion charge, while Huang had in May pegged the revenue impact related to the restrictions at about $15 billion. On Wednesday, Nvidia said the actual first-quarter charge due to the H20 restrictions was $1 billion less than expected because it was able to reuse some materials. It said it lost $2.5 billion in H20 sales in the first quarter and expected to miss $8 billion in the second quarter.</p><p>However, Nvidia also said the H20 brought in $4.6 billion in sales in the first quarter and that China accounted for 12.5% of overall revenue in the first quarter.</p><p>Gil Luria, an analyst with D.A. Davidson, said the overall impact of the H20 restrictions was less than feared.</p><p>&#34;There was a removal of some China revenue from the July quarter guides, but there was also China revenue that was pulled into the first quarter. Chinese buyers were stocking up on H20 ahead of the restrictions, which is what propped up the April quarter,&#34; Luria said.</p><p>Though major cloud companies such as Microsoft MSFT.O and Alphabet GOOGL.O have stood their ground on the billions they have earmarked this year for spending on expanding infrastructure for AI data centers, worries about such spending persist amid rapidly changing global trade policies.</p><p>On an adjusted basis, Nvidia earned 81 cents per share in the first quarter. Analyst estimates varied widely as Wall Street tried to assess the impact of restrictions on some of Nvidia&#39;s chip sales to China.</p><p>Excluding the charges, first-quarter adjusted earnings per share would have been 96 cents.</p><p>According to data compiled by LSEG, the estimate for the company&#39;s adjusted quarterly earnings was 93 cents per share, with 17 analysts providing estimates after April 15 when Nvidia said H20 shipments would require additional licenses.</p><p>Nvidia&#39;s data center segment revenue was $39.1 billion in the first quarter, compared with analyst estimates of $39.3 billion, according to LSEG data.</p><p>The company said it has $29.8 billion in commitments to have its products manufactured, an increase from the year before but down quarter-over-quarter.</p><p>Nvidia, a bellwether of the artificial-intelligence market, expects revenue of $45 billion, plus or minus 2%, in the second quarter, compared with analysts&#39; average estimate of $45.90 billion, according to data compiled by LSEG.</p><p>The forecast includes a loss in H20 revenue of about $8 billion due to the recent export limitations.</p><p>&#34;The broader concern is that trade tensions and potential tariff impacts on data center expansion could create headwinds for AI chip demand in upcoming quarters,&#34; said Emarketer analyst Jacob Bourne. &#34;This doesn&#39;t signal an end to Nvidia&#39;s dominance, but highlights that sustaining it will require navigating an increasingly complex landscape of geopolitical, competitive, and economic challenges.&#34;</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 Shares Rise 5.6% As Sales Hit From China Export Curbs Not As Bad As Feared</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 Shares Rise 5.6% As Sales Hit From China Export Curbs Not As Bad As Feared\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\">2025-05-29 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 28 (Reuters) - Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion in sales from the company&#39;s current quarter, forcing the company to offer a forecast below Wall Street estimates on Wednesday.</p><p>Shares of the world&#39;s most valuable semiconductor firm still rose 5.6% in premarket trading as investors digested news that the hit in the current fiscal second quarter was not as bad as feared, and Nvidia talked up demand for its new Blackwell chips from customers including Microsoft MSFT.O. The stock is relatively flat so far this year, compared with 2024 when the shares nearly tripled in value. Nvidia now faces trade restrictions on what it can sell, and the AI data center market is also maturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22c042d86d5485f57d4fbd5a3762eb59\" tg-width=\"780\" tg-height=\"832\"/></p><p>Washington&#39;s years-long efforts to thwart Beijing&#39;s access to top-of-the-line U.S. technology have resulted in stricter restrictions on the export of Nvidia&#39;s AI chips - stifling the company&#39;s access to one of the largest markets for semiconductors.</p><p>Midway through a conference call with analysts, CEO Jensen Huang made impassioned remarks about U.S.-China policy, saying that Nvidia was at risk of being cut off from China&#39;s massive AI developer base and arguing that China&#39;s chip industry was sophisticated and closing in on the United States&#39; dominance. But he praised U.S. President Donald Trump&#39;s recent move to rescind a so-called AI diffusion rule that would have regulated global flows of U.S. AI chips.</p><p>&#34;President Trump wants America to win. And he also realizes that we&#39;re not the only country in the race,&#34; Huang said.</p><p>Huang told analysts that Nvidia&#39;s Hopper chips could no longer be modified for the Chinese market but did not comment on its Blackwell chips. Reuters has reported that Nvidia is preparing a Blackwell variant for the Chinese market.</p><p>Though unlikely to make up for the loss in Chinese revenue, a spate of new deals that Nvidia signed earlier this month in the Middle East could offer fresh avenues of growth - including the first phases of a 10-square-mile data center site in the United Arab Emirates that could eventually use 5 gigawatts&#39; worth of AI infrastructure. The company has also announced similar deals in Saudi Arabia and Taiwan.</p><p>&#34;We have a line of sight to projects requiring tens of gigawatts of Nvidia AI infrastructure in the not-too-distant future,&#34; Nvidia Chief Financial Officer Colette Kress said on the conference call.</p><p>But in the shorter term, restrictions on China exports will hurt. Kress said data center revenue in that country declined.</p><p>U.S. restrictions on the sale of Nvidia&#39;s H20 chips to China, the only AI processors it could legally export to the country, prompted Nvidia to disclose in April that it expected a $5.5 billion charge, while Huang had in May pegged the revenue impact related to the restrictions at about $15 billion. On Wednesday, Nvidia said the actual first-quarter charge due to the H20 restrictions was $1 billion less than expected because it was able to reuse some materials. It said it lost $2.5 billion in H20 sales in the first quarter and expected to miss $8 billion in the second quarter.</p><p>However, Nvidia also said the H20 brought in $4.6 billion in sales in the first quarter and that China accounted for 12.5% of overall revenue in the first quarter.</p><p>Gil Luria, an analyst with D.A. Davidson, said the overall impact of the H20 restrictions was less than feared.</p><p>&#34;There was a removal of some China revenue from the July quarter guides, but there was also China revenue that was pulled into the first quarter. Chinese buyers were stocking up on H20 ahead of the restrictions, which is what propped up the April quarter,&#34; Luria said.</p><p>Though major cloud companies such as Microsoft MSFT.O and Alphabet GOOGL.O have stood their ground on the billions they have earmarked this year for spending on expanding infrastructure for AI data centers, worries about such spending persist amid rapidly changing global trade policies.</p><p>On an adjusted basis, Nvidia earned 81 cents per share in the first quarter. Analyst estimates varied widely as Wall Street tried to assess the impact of restrictions on some of Nvidia&#39;s chip sales to China.</p><p>Excluding the charges, first-quarter adjusted earnings per share would have been 96 cents.</p><p>According to data compiled by LSEG, the estimate for the company&#39;s adjusted quarterly earnings was 93 cents per share, with 17 analysts providing estimates after April 15 when Nvidia said H20 shipments would require additional licenses.</p><p>Nvidia&#39;s data center segment revenue was $39.1 billion in the first quarter, compared with analyst estimates of $39.3 billion, according to LSEG data.</p><p>The company said it has $29.8 billion in commitments to have its products manufactured, an increase from the year before but down quarter-over-quarter.</p><p>Nvidia, a bellwether of the artificial-intelligence market, expects revenue of $45 billion, plus or minus 2%, in the second quarter, compared with analysts&#39; average estimate of $45.90 billion, according to data compiled by LSEG.</p><p>The forecast includes a loss in H20 revenue of about $8 billion due to the recent export limitations.</p><p>&#34;The broader concern is that trade tensions and potential tariff impacts on data center expansion could create headwinds for AI chip demand in upcoming quarters,&#34; said Emarketer analyst Jacob Bourne. &#34;This doesn&#39;t signal an end to Nvidia&#39;s dominance, but highlights that sustaining it will require navigating an increasingly complex landscape of geopolitical, competitive, and economic challenges.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250528:nL3N3S01HU:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539171409","content_text":"May 28 (Reuters) - Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion in sales from the company's current quarter, forcing the company to offer a forecast below Wall Street estimates on Wednesday.Shares of the world's most valuable semiconductor firm still rose 5.6% in premarket trading as investors digested news that the hit in the current fiscal second quarter was not as bad as feared, and Nvidia talked up demand for its new Blackwell chips from customers including Microsoft MSFT.O. The stock is relatively flat so far this year, compared with 2024 when the shares nearly tripled in value. Nvidia now faces trade restrictions on what it can sell, and the AI data center market is also maturing.Washington's years-long efforts to thwart Beijing's access to top-of-the-line U.S. technology have resulted in stricter restrictions on the export of Nvidia's AI chips - stifling the company's access to one of the largest markets for semiconductors.Midway through a conference call with analysts, CEO Jensen Huang made impassioned remarks about U.S.-China policy, saying that Nvidia was at risk of being cut off from China's massive AI developer base and arguing that China's chip industry was sophisticated and closing in on the United States' dominance. But he praised U.S. President Donald Trump's recent move to rescind a so-called AI diffusion rule that would have regulated global flows of U.S. AI chips.\"President Trump wants America to win. And he also realizes that we're not the only country in the race,\" Huang said.Huang told analysts that Nvidia's Hopper chips could no longer be modified for the Chinese market but did not comment on its Blackwell chips. Reuters has reported that Nvidia is preparing a Blackwell variant for the Chinese market.Though unlikely to make up for the loss in Chinese revenue, a spate of new deals that Nvidia signed earlier this month in the Middle East could offer fresh avenues of growth - including the first phases of a 10-square-mile data center site in the United Arab Emirates that could eventually use 5 gigawatts' worth of AI infrastructure. The company has also announced similar deals in Saudi Arabia and Taiwan.\"We have a line of sight to projects requiring tens of gigawatts of Nvidia AI infrastructure in the not-too-distant future,\" Nvidia Chief Financial Officer Colette Kress said on the conference call.But in the shorter term, restrictions on China exports will hurt. Kress said data center revenue in that country declined.U.S. restrictions on the sale of Nvidia's H20 chips to China, the only AI processors it could legally export to the country, prompted Nvidia to disclose in April that it expected a $5.5 billion charge, while Huang had in May pegged the revenue impact related to the restrictions at about $15 billion. On Wednesday, Nvidia said the actual first-quarter charge due to the H20 restrictions was $1 billion less than expected because it was able to reuse some materials. It said it lost $2.5 billion in H20 sales in the first quarter and expected to miss $8 billion in the second quarter.However, Nvidia also said the H20 brought in $4.6 billion in sales in the first quarter and that China accounted for 12.5% of overall revenue in the first quarter.Gil Luria, an analyst with D.A. Davidson, said the overall impact of the H20 restrictions was less than feared.\"There was a removal of some China revenue from the July quarter guides, but there was also China revenue that was pulled into the first quarter. Chinese buyers were stocking up on H20 ahead of the restrictions, which is what propped up the April quarter,\" Luria said.Though major cloud companies such as Microsoft MSFT.O and Alphabet GOOGL.O have stood their ground on the billions they have earmarked this year for spending on expanding infrastructure for AI data centers, worries about such spending persist amid rapidly changing global trade policies.On an adjusted basis, Nvidia earned 81 cents per share in the first quarter. Analyst estimates varied widely as Wall Street tried to assess the impact of restrictions on some of Nvidia's chip sales to China.Excluding the charges, first-quarter adjusted earnings per share would have been 96 cents.According to data compiled by LSEG, the estimate for the company's adjusted quarterly earnings was 93 cents per share, with 17 analysts providing estimates after April 15 when Nvidia said H20 shipments would require additional licenses.Nvidia's data center segment revenue was $39.1 billion in the first quarter, compared with analyst estimates of $39.3 billion, according to LSEG data.The company said it has $29.8 billion in commitments to have its products manufactured, an increase from the year before but down quarter-over-quarter.Nvidia, a bellwether of the artificial-intelligence market, expects revenue of $45 billion, plus or minus 2%, in the second quarter, compared with analysts' average estimate of $45.90 billion, according to data compiled by LSEG.The forecast includes a loss in H20 revenue of about $8 billion due to the recent export limitations.\"The broader concern is that trade tensions and potential tariff impacts on data center expansion could create headwinds for AI chip demand in upcoming quarters,\" said Emarketer analyst Jacob Bourne. \"This doesn't signal an end to Nvidia's dominance, but highlights that sustaining it will require navigating an increasingly complex landscape of geopolitical, competitive, and economic challenges.\"","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440104468701320,"gmtCreate":1748485676298,"gmtModify":1748485679265,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"He will fire all Judges","listText":"He will fire all Judges","text":"He will fire all Judges","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440104468701320","repostId":"2539040797","repostType":2,"repost":{"id":"2539040797","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":1748475074,"share":"https://ttm.financial/m/news/2539040797?lang=en_US&edition=fundamental","pubTime":"2025-05-29 07:31","market":"nz","language":"en","title":"US Court Blocks Trump's \"Liberation Day\" Tariffs; Nasdaq Futures up 1.5%; Nvidia Soars 5%; Tesla, AMD up 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2539040797","media":"Reuters","summary":"UPDATE 1-US court blocks Trump's 'Liberation Day' tariffsCourt blocks Trump's tariffs, citing overreach of authorityConstitution grants Congress power to regulate international commerceLiberty Justice","content":"<html><head></head><body><p>US stock futures extended gains. Nasdaq futures up 1.5%, S&amp;P 500 futures up 1% and Dow futures up 0.8%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/999850c1c4d670ae7059d68f989a0c1e\" tg-width=\"347\" tg-height=\"163\"/></p><p>Big tech stocks rose in extended trading. Nvidia rose 5%; Micron, Amazon, SMCI up 3%; Tesla, AMD, TSMC, Apple rose 2%; Meta, Alphabet rose 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10979b6f84db9021e73fcfe481e6e5c0\" tg-width=\"379\" tg-height=\"369\"/></p><p>A U.S. federal court on Wednesday blocked President Donald Trump&#39;s &#34;Liberation Day&#34; tariffs from going into effect, ruling that the president overstepped his authority by imposing across-the-board duties on imports from nations that sell more to the United States than they buy.</p><p>The Manhattan-based Court of International Trade said the U.S. Constitution gives the U.S. Congress exclusive powers to regulate commerce with other countries that are not trumped by the president&#39;s emergency powers to safeguard the U.S. economy.</p><p>The lawsuit, filed by the nonpartisan Liberty Justice Center on behalf of five small U.S. businesses that import goods from countries targeted by the duties, was the first major legal challenge to Trump&#39;s tariffs.</p><p>The companies - which range from a New York wine and spirits importer to a Virginia-based maker of educational kits and musical instruments - have said the tariffs will hurt their ability to do business.</p><p>The lawsuit is one of seven court challenges to Trump&#39;s tariff policies, along with challenges from 13 U.S. states and other groups of small businesses.</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>US Court Blocks Trump's \"Liberation Day\" Tariffs; Nasdaq Futures up 1.5%; Nvidia Soars 5%; Tesla, AMD up 2%</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\">\nUS Court Blocks Trump's \"Liberation Day\" Tariffs; Nasdaq Futures up 1.5%; Nvidia Soars 5%; Tesla, AMD up 2%\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\">2025-05-29 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US stock futures extended gains. Nasdaq futures up 1.5%, S&amp;P 500 futures up 1% and Dow futures up 0.8%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/999850c1c4d670ae7059d68f989a0c1e\" tg-width=\"347\" tg-height=\"163\"/></p><p>Big tech stocks rose in extended trading. Nvidia rose 5%; Micron, Amazon, SMCI up 3%; Tesla, AMD, TSMC, Apple rose 2%; Meta, Alphabet rose 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10979b6f84db9021e73fcfe481e6e5c0\" tg-width=\"379\" tg-height=\"369\"/></p><p>A U.S. federal court on Wednesday blocked President Donald Trump&#39;s &#34;Liberation Day&#34; tariffs from going into effect, ruling that the president overstepped his authority by imposing across-the-board duties on imports from nations that sell more to the United States than they buy.</p><p>The Manhattan-based Court of International Trade said the U.S. Constitution gives the U.S. Congress exclusive powers to regulate commerce with other countries that are not trumped by the president&#39;s emergency powers to safeguard the U.S. economy.</p><p>The lawsuit, filed by the nonpartisan Liberty Justice Center on behalf of five small U.S. businesses that import goods from countries targeted by the duties, was the first major legal challenge to Trump&#39;s tariffs.</p><p>The companies - which range from a New York wine and spirits importer to a Virginia-based maker of educational kits and musical instruments - have said the tariffs will hurt their ability to do business.</p><p>The lawsuit is one of seven court challenges to Trump&#39;s tariff policies, along with challenges from 13 U.S. states and other groups of small businesses.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AAPL":"苹果","AMZN":"亚马逊","MSFT":"微软","META":"Meta Platforms, Inc.","GOOG":"谷歌","TSLA":"特斯拉"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250528:nL2N3S0195:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539040797","content_text":"US stock futures extended gains. Nasdaq futures up 1.5%, S&P 500 futures up 1% and Dow futures up 0.8%.Big tech stocks rose in extended trading. Nvidia rose 5%; Micron, Amazon, SMCI up 3%; Tesla, AMD, TSMC, Apple rose 2%; Meta, Alphabet rose 1%.A U.S. federal court on Wednesday blocked President Donald Trump's \"Liberation Day\" tariffs from going into effect, ruling that the president overstepped his authority by imposing across-the-board duties on imports from nations that sell more to the United States than they buy.The Manhattan-based Court of International Trade said the U.S. Constitution gives the U.S. Congress exclusive powers to regulate commerce with other countries that are not trumped by the president's emergency powers to safeguard the U.S. economy.The lawsuit, filed by the nonpartisan Liberty Justice Center on behalf of five small U.S. businesses that import goods from countries targeted by the duties, was the first major legal challenge to Trump's tariffs.The companies - which range from a New York wine and spirits importer to a Virginia-based maker of educational kits and musical instruments - have said the tariffs will hurt their ability to do business.The lawsuit is one of seven court challenges to Trump's tariff policies, along with challenges from 13 U.S. states and other groups of small businesses.","news_type":1,"symbols_score_info":{"MSFT":1.1,"AAPL":1.1,"TSLA":1.1,"NQmain":1.1,"YMmain":1.1,"ESmain":1.1,"META":1.1,"GOOG":1.1,"NVDA":1.1,"AMZN":1.1}},"isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440103858717312,"gmtCreate":1748485599166,"gmtModify":1748486472196,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Musk needs to continue to be politician . I enjoyed watching him on stage with chainsa, would be nice to see him on stage again with Bulldozer or something bigger","listText":"Musk needs to continue to be politician . I enjoyed watching him on stage with chainsa, would be nice to see him on stage again with Bulldozer or something bigger","text":"Musk needs to continue to be politician . I enjoyed watching him on stage with chainsa, would be nice to see him on stage again with Bulldozer or something bigger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440103858717312","repostId":"2539400240","repostType":2,"repost":{"id":"2539400240","kind":"live","pubTimestamp":1748477603,"share":"https://ttm.financial/m/news/2539400240?lang=en_US&edition=fundamental","pubTime":"2025-05-29 08:13","market":"nz","language":"en","title":"Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End","url":"https://stock-news.laohu8.com/highlight/detail?id=2539400240","media":"THOMSON REUTERS","summary":"Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End","content":"<html><head></head><body><p>Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/467cc803846ddd6a693a8ff7e7063828\" tg-width=\"601\" tg-height=\"263\"/></p><p></p></body></html>","source":"reuters_en_live","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>Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End</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; 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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\">\nMusk Says His Scheduled Time as a Special Government Employee Is Coming to an End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-29 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250529:nS0N3R105C:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250529:nS0N3R105C:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","BK4585":"ETF&股票定投概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","TSLA":"特斯拉","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" 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EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSYW.SI":"TESLA 3xLongSG261006","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4551":"寇图资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4581":"高盛持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4527":"明星科技股","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250529:nS0N3R105C:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539400240","content_text":"Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":408567535985128,"gmtCreate":1740764660754,"gmtModify":1741329955400,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth,&nbsp;acceleration . Remember Blackwell is in full Production Ramp now.","listText":"last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth,&nbsp;acceleration . Remember Blackwell is in full Production Ramp now.","text":"last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth, acceleration . Remember Blackwell is in full Production Ramp now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/408567535985128","repostId":"2514756329","repostType":4,"repost":{"id":"2514756329","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":1740750669,"share":"https://ttm.financial/m/news/2514756329?lang=en_US&edition=fundamental","pubTime":"2025-02-28 21:51","market":"hk","language":"en","title":"Nvidia Stock Falls Again After Tech Stumble. What Analysts Are Saying","url":"https://stock-news.laohu8.com/highlight/detail?id=2514756329","media":"Dow Jones","summary":"Nvidia stock was falling again Friday after it and the broader tech sector took a hit Thursday as President Donald Trump confirmed tariffs on Canada and Mexico, and the latest earnings report from the","content":"<html><head></head><body><p>Nvidia stock was falling again Friday after it and the broader tech sector took a hit Thursday as President Donald Trump confirmed tariffs on Canada and Mexico, and the latest earnings report from the world&#39;s largest chip maker failed to reassure artificial-intelligence investors.</p><p>It could be a buying opportunity.</p><p>Nvidia stock fell 1.7% to $118 in premarket trading Friday while futures tracking the Nasdaq 100 were flat. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b160b92ab76865c25571ad83115b55d\" tg-width=\"812\" tg-height=\"836\"/></p><p>The drop was largely driven by Trump announcing that neighboring countries Mexico and Canada would face tariffs of 25% from March. 4, and an additional 10% tariff on imports from China.</p><p>&#34;The proposed TARIFFS scheduled to go into effect on MARCH FOURTH will, indeed, go into effect, as scheduled. China will likewise be charged an additional 10% Tariff on that date,&#34; Trump wrote in a post on Truth Social, the social media platform operated by Trump Media.</p><p>It isn&#39;t all bad news for Nvidia though. Several analysts point to its future looking bright: the product ramp of its latest Blackwell chip appears strong throughout next year even if the company is currently experiencing near-term headwinds from the Blackwell transition, China restrictions and DeepSeek -- the AI model out of China said to have been produced for a fraction of the cost of leading Western models.</p><p>Bank of America analysts led by Vivek Arya reiterated Nvidia as their top pick on AI dominance with a target price of $200 following the chip maker&#39;s fourth-quarter earnings report late Wednesday.</p><p>&#34;We understand the desire to diversify portfolios away from AI/cloud, but we believe this underappreciates the solid (and global) pace of AI investments and NVDA&#39;s compelling valuation,&#34; Arya said.</p><p>Nvidia currently fetches a price to earnings ratio of 26 times forward earnings, below the average for Nasdaq-listed companies of 27.1.</p><p>UBS analyst Timothy Arcuri noted that while there were a couple of things to pick at in Nvidia&#39;s earnings report, the results were &#34;good enough to keep the debate moving in a positive direction -- especially ahead of GTC in a few weeks.&#34;</p><p>GTC is Nvidia&#39;s annual AI conference, set to take place in San Jose, California, on March 17-21. CEO Jensen Huang will deliver a keynote speech on March 18.</p><p>&#34;Nvidia&#39;s financials were solid, but the real story is its rapid cadence of innovation, said Sean Sun, portfolio manager at Thornburg Investment Management. &#34;With GTC around the corner, I expect further product announcements to build on today&#39;s momentum.&#34;</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 Stock Falls Again After Tech Stumble. What Analysts Are Saying</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 Stock Falls Again After Tech Stumble. What Analysts Are Saying\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\">2025-02-28 21:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock was falling again Friday after it and the broader tech sector took a hit Thursday as President Donald Trump confirmed tariffs on Canada and Mexico, and the latest earnings report from the world&#39;s largest chip maker failed to reassure artificial-intelligence investors.</p><p>It could be a buying opportunity.</p><p>Nvidia stock fell 1.7% to $118 in premarket trading Friday while futures tracking the Nasdaq 100 were flat. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b160b92ab76865c25571ad83115b55d\" tg-width=\"812\" tg-height=\"836\"/></p><p>The drop was largely driven by Trump announcing that neighboring countries Mexico and Canada would face tariffs of 25% from March. 4, and an additional 10% tariff on imports from China.</p><p>&#34;The proposed TARIFFS scheduled to go into effect on MARCH FOURTH will, indeed, go into effect, as scheduled. China will likewise be charged an additional 10% Tariff on that date,&#34; Trump wrote in a post on Truth Social, the social media platform operated by Trump Media.</p><p>It isn&#39;t all bad news for Nvidia though. Several analysts point to its future looking bright: the product ramp of its latest Blackwell chip appears strong throughout next year even if the company is currently experiencing near-term headwinds from the Blackwell transition, China restrictions and DeepSeek -- the AI model out of China said to have been produced for a fraction of the cost of leading Western models.</p><p>Bank of America analysts led by Vivek Arya reiterated Nvidia as their top pick on AI dominance with a target price of $200 following the chip maker&#39;s fourth-quarter earnings report late Wednesday.</p><p>&#34;We understand the desire to diversify portfolios away from AI/cloud, but we believe this underappreciates the solid (and global) pace of AI investments and NVDA&#39;s compelling valuation,&#34; Arya said.</p><p>Nvidia currently fetches a price to earnings ratio of 26 times forward earnings, below the average for Nasdaq-listed companies of 27.1.</p><p>UBS analyst Timothy Arcuri noted that while there were a couple of things to pick at in Nvidia&#39;s earnings report, the results were &#34;good enough to keep the debate moving in a positive direction -- especially ahead of GTC in a few weeks.&#34;</p><p>GTC is Nvidia&#39;s annual AI conference, set to take place in San Jose, California, on March 17-21. CEO Jensen Huang will deliver a keynote speech on March 18.</p><p>&#34;Nvidia&#39;s financials were solid, but the real story is its rapid cadence of innovation, said Sean Sun, portfolio manager at Thornburg Investment Management. &#34;With GTC around the corner, I expect further product announcements to build on today&#39;s momentum.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4532":"文艺复兴科技持仓","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","NVDA":"英伟达","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514756329","content_text":"Nvidia stock was falling again Friday after it and the broader tech sector took a hit Thursday as President Donald Trump confirmed tariffs on Canada and Mexico, and the latest earnings report from the world's largest chip maker failed to reassure artificial-intelligence investors.It could be a buying opportunity.Nvidia stock fell 1.7% to $118 in premarket trading Friday while futures tracking the Nasdaq 100 were flat. The drop was largely driven by Trump announcing that neighboring countries Mexico and Canada would face tariffs of 25% from March. 4, and an additional 10% tariff on imports from China.\"The proposed TARIFFS scheduled to go into effect on MARCH FOURTH will, indeed, go into effect, as scheduled. China will likewise be charged an additional 10% Tariff on that date,\" Trump wrote in a post on Truth Social, the social media platform operated by Trump Media.It isn't all bad news for Nvidia though. Several analysts point to its future looking bright: the product ramp of its latest Blackwell chip appears strong throughout next year even if the company is currently experiencing near-term headwinds from the Blackwell transition, China restrictions and DeepSeek -- the AI model out of China said to have been produced for a fraction of the cost of leading Western models.Bank of America analysts led by Vivek Arya reiterated Nvidia as their top pick on AI dominance with a target price of $200 following the chip maker's fourth-quarter earnings report late Wednesday.\"We understand the desire to diversify portfolios away from AI/cloud, but we believe this underappreciates the solid (and global) pace of AI investments and NVDA's compelling valuation,\" Arya said.Nvidia currently fetches a price to earnings ratio of 26 times forward earnings, below the average for Nasdaq-listed companies of 27.1.UBS analyst Timothy Arcuri noted that while there were a couple of things to pick at in Nvidia's earnings report, the results were \"good enough to keep the debate moving in a positive direction -- especially ahead of GTC in a few weeks.\"GTC is Nvidia's annual AI conference, set to take place in San Jose, California, on March 17-21. CEO Jensen Huang will deliver a keynote speech on March 18.\"Nvidia's financials were solid, but the real story is its rapid cadence of innovation, said Sean Sun, portfolio manager at Thornburg Investment Management. \"With GTC around the corner, I expect further product announcements to build on today's momentum.\"","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365633565065384,"gmtCreate":1730266578566,"gmtModify":1730266642276,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","listText":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","text":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365633565065384","repostId":"2479426721","repostType":2,"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333373247242496,"gmtCreate":1722434968731,"gmtModify":1722434973822,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"Surge 11% not because of Morgan Stanley . It is because AMD reported good result yesterday and everyone is buying Nvidia now","listText":"Surge 11% not because of Morgan Stanley . It is because AMD reported good result yesterday and everyone is buying Nvidia now","text":"Surge 11% not because of Morgan Stanley . It is because AMD reported good result yesterday and everyone is buying Nvidia now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/333373247242496","repostId":"1196438594","repostType":2,"repost":{"id":"1196438594","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1722434700,"share":"https://ttm.financial/m/news/1196438594?lang=en_US&edition=fundamental","pubTime":"2024-07-31 22:05","market":"us","language":"en","title":"Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1196438594","media":"Tiger Newspress","summary":"Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winne","content":"<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</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 Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick</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 Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-31 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196438594","content_text":"Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.Those worries are likely to “fade with time,” he wrote in the Wednesday note.Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":438770558324744,"gmtCreate":1748155919716,"gmtModify":1748160504704,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"I would say Trump looks handsome and intelligent if he promise not to do stir any shit that will bring down Nvidia price&nbsp;","listText":"I would say Trump looks handsome and intelligent if he promise not to do stir any shit that will bring down Nvidia price&nbsp;","text":"I would say Trump looks handsome and intelligent if he promise not to do stir any shit that will bring down Nvidia price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/438770558324744","repostId":"2537195617","repostType":2,"repost":{"id":"2537195617","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":1748129152,"share":"https://ttm.financial/m/news/2537195617?lang=en_US&edition=fundamental","pubTime":"2025-05-25 07:25","market":"nz","language":"en","title":"Nvidia CEO Calls Trump Re-Industrialisation Policies \"Visionary\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2537195617","media":"Reuters","summary":"Nvidia CEO calls Trump re-industrialisation policies 'visionary'By Supantha Mukherjee","content":"<html><head></head><body><p>NORRKOPING, Sweden, May 24 (Reuters) - Nvidia NVDA.O CEO Jensen Huang on Saturday praised U.S. President Donald Trump&#39;s efforts to boost U.S. technology as the leading chipmaker announced a partnership with a group of Swedish businesses to develop AI infrastructure in Sweden.</p><p>Nvidia will provide its latest generation AI data centre platform to a group of Swedish companies, including telecoms gear maker Ericsson ERICb.ST and drug developer AstraZeneca AZN.L.</p><p>Nvidia has announced a number of similar partnerships in recent weeks in Saudi Arabia and the UAE after the Trump administration rescinded a rule put in place by previous President Joe Biden that would have restricted exports of AI chips.</p><p>Huang, who had earlier called controls &#34;a failure,&#34; said President Donald Trump wanted U.S. firms to &#34;win&#34;.</p><p>&#34;American technology companies were very successful in China four years ago, we have lost about 50% of the market share and competitors have grown,&#34; he said on Saturday in Norrkoping, where he was due to receive an honorary doctorate from Linkoping University.</p><p>&#34;The President would like American technology to win with Nvidia and American companies to sell chips all over the world and to generate revenues, tax revenues, invest and build in the United States,&#34; he said.</p><p>The Trump administration has introduced sweeping tariffs saying they would stimulate growth, bring home manufacturing jobs and raise tax revenues.</p><p>Many businesses and economists, though, have warned tariffs could have the opposite effect and lead to a recession in the United States and a global downturn by pushing up costs, upending supply chains and hurting consumer and business confidence.</p><p>Huang said many policies related to re-industrialisation were &#34;very visionary&#34;.</p><p>&#34;Manufacturing in the United States, securing our supply chain, having real resilience, redundancy and diversity in our manufacturing supply chain - all of that is excellent,&#34; he said.</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 CEO Calls Trump Re-Industrialisation Policies \"Visionary\"</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 CEO Calls Trump Re-Industrialisation Policies \"Visionary\"\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\">2025-05-25 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NORRKOPING, Sweden, May 24 (Reuters) - Nvidia NVDA.O CEO Jensen Huang on Saturday praised U.S. President Donald Trump&#39;s efforts to boost U.S. technology as the leading chipmaker announced a partnership with a group of Swedish businesses to develop AI infrastructure in Sweden.</p><p>Nvidia will provide its latest generation AI data centre platform to a group of Swedish companies, including telecoms gear maker Ericsson ERICb.ST and drug developer AstraZeneca AZN.L.</p><p>Nvidia has announced a number of similar partnerships in recent weeks in Saudi Arabia and the UAE after the Trump administration rescinded a rule put in place by previous President Joe Biden that would have restricted exports of AI chips.</p><p>Huang, who had earlier called controls &#34;a failure,&#34; said President Donald Trump wanted U.S. firms to &#34;win&#34;.</p><p>&#34;American technology companies were very successful in China four years ago, we have lost about 50% of the market share and competitors have grown,&#34; he said on Saturday in Norrkoping, where he was due to receive an honorary doctorate from Linkoping University.</p><p>&#34;The President would like American technology to win with Nvidia and American companies to sell chips all over the world and to generate revenues, tax revenues, invest and build in the United States,&#34; he said.</p><p>The Trump administration has introduced sweeping tariffs saying they would stimulate growth, bring home manufacturing jobs and raise tax revenues.</p><p>Many businesses and economists, though, have warned tariffs could have the opposite effect and lead to a recession in the United States and a global downturn by pushing up costs, upending supply chains and hurting consumer and business confidence.</p><p>Huang said many policies related to re-industrialisation were &#34;very visionary&#34;.</p><p>&#34;Manufacturing in the United States, securing our supply chain, having real resilience, redundancy and diversity in our manufacturing supply chain - all of that is excellent,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN.UK":"阿斯利康制药","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","BK4614":"Manus概念股","LU0861579265.USD":"联博低波幅策略股票基金A","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","NVIW.SI":"NVDA 3xLongSG261006","NVDD":"1倍做空NVDA ETF-Direxion","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","NVDA":"英伟达","NVDU":"2倍做多NVDA ETF-Direxion","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0757432116.USD":"THREADNEEDLE (LUX) PAN EUROPEAN ESG EQUITIES \"AE\" (USD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0997586432.USD":"FIDELITY SUSTAINABLE EUROPE EQUITY \"A\" (USDHDG) ACC","NVD2.UK":"2X NVIDIA ETP","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","NVDX":"2倍做多NVDA ETF-T-Rex","NVD3.UK":"LS 3X NVIDIA","LU0310799852.SGD":"FTIF - 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Nvidia NVDA.O CEO Jensen Huang on Saturday praised U.S. President Donald Trump's efforts to boost U.S. technology as the leading chipmaker announced a partnership with a group of Swedish businesses to develop AI infrastructure in Sweden.Nvidia will provide its latest generation AI data centre platform to a group of Swedish companies, including telecoms gear maker Ericsson ERICb.ST and drug developer AstraZeneca AZN.L.Nvidia has announced a number of similar partnerships in recent weeks in Saudi Arabia and the UAE after the Trump administration rescinded a rule put in place by previous President Joe Biden that would have restricted exports of AI chips.Huang, who had earlier called controls \"a failure,\" said President Donald Trump wanted U.S. firms to \"win\".\"American technology companies were very successful in China four years ago, we have lost about 50% of the market share and competitors have grown,\" he said on Saturday in Norrkoping, where he was due to receive an honorary doctorate from Linkoping University.\"The President would like American technology to win with Nvidia and American companies to sell chips all over the world and to generate revenues, tax revenues, invest and build in the United States,\" he said.The Trump administration has introduced sweeping tariffs saying they would stimulate growth, bring home manufacturing jobs and raise tax revenues.Many businesses and economists, though, have warned tariffs could have the opposite effect and lead to a recession in the United States and a global downturn by pushing up costs, upending supply chains and hurting consumer and business confidence.Huang said many policies related to re-industrialisation were \"very visionary\".\"Manufacturing in the United States, securing our supply chain, having real resilience, redundancy and diversity in our manufacturing supply chain - all of that is excellent,\" he said.","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVD":0.6,"NVDY":0.6,"3NVD.UK":0.6,"03165":0.6,"NVDU":0.6,"AZN.UK":0.9,"NVDX":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVDA":0.9,"NVD3.UK":0.6,"NVD2.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357210608128416,"gmtCreate":1728213031045,"gmtModify":1728218160717,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","listText":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","text":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357210608128416","repostId":"2472939287","repostType":2,"repost":{"id":"2472939287","kind":"highlight","pubTimestamp":1728181800,"share":"https://ttm.financial/m/news/2472939287?lang=en_US&edition=fundamental","pubTime":"2024-10-06 10:30","market":"us","language":"en","title":"Why Is Wall Street Much More Bullish About Nvidia Than Palantir?","url":"https://stock-news.laohu8.com/highlight/detail?id=2472939287","media":"Motley Fool","summary":"Palantir's hot right now. But Wall Street thinks Nvidia is still the better pick.","content":"<div>\n<p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/\">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>Why Is Wall Street Much More Bullish About Nvidia Than Palantir?</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\">\nWhy Is Wall Street Much More Bullish About Nvidia Than Palantir?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-06 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","NVDA":"英伟达","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4587":"ChatGPT概念","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4547":"WSB热门概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4592":"伊斯兰概念","BK4579":"人工智能","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4588":"碎股","BK4549":"软银资本持仓","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4023":"应用软件","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","PLTR":"Palantir Technologies Inc.","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4527":"明星科技股","BK4543":"AI","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4503":"景林资产持仓","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472939287","content_text":"Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely think Nvidia's valuation is also more attractive than Palantir's.What a year it's been for Palantir Technologies. Shares of the data analytics software company have soared 112%. Palantir was added to the S&P 500 in September. The company has announced major deals and partnerships with big names including BP, Microsoft, and Wendy's.Nvidia has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker's shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia's delayed launch of its new Blackwell GPU platform.Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?What Wall Street thinks about Nvidia and PalantirGlobal financial markets data provider LSEG surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a \"strong buy\" (or equivalent rating). A whopping 37 analysts recommended Nvidia as a \"buy.\" The remaining five analysts viewed the stock as a \"hold.\"The picture wasn't quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a \"strong buy.\" Another three analysts rated Palantir as a \"buy.\" Six analysts recommended holding the stock. Four rated the software stock as \"underperform\" while two others recommended selling Palantir's shares.Wall Street's 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia's shares could soar another 73% over the next 12 months.It's a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% below the current share price. The most optimistic analyst predicts Palantir could rise 37%.Why Nvidia enjoys much more support from analystsWall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies' growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.Although Nvidia's Blackwell GPUs won't begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company's history.Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia's GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.Nvidia's financial metrics are much stronger than Palantir's as well. In the second quarter of 2024, the company's revenue soared 122% year over year to $30 billion. By comparison, Palantir's Q2 revenue rose 27% year over year to $678 million.Wall Street no doubt prefers Nvidia's valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia's price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir's forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.Is Wall Street right about Nvidia and Palantir?I'm not sure if Nvidia's shares will jump another 27% and Palantir's shares will fall 25% over the next 12 months as the average analysts' price targets project. My hunch is analysts aren't super-confident about those price targets, either.However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn't seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.","news_type":1,"symbols_score_info":{"NVDA":1,"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377908085366928,"gmtCreate":1733292241335,"gmtModify":1733292907482,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","listText":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","text":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377908085366928","repostId":"1199304506","repostType":4,"isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309390670422088,"gmtCreate":1716564512705,"gmtModify":1716564920240,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"She sold Nvidia right before price rocket","listText":"She sold Nvidia right before price rocket","text":"She sold Nvidia right before price rocket","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309390670422088","repostId":"2437082356","repostType":2,"repost":{"id":"2437082356","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":1716549974,"share":"https://ttm.financial/m/news/2437082356?lang=en_US&edition=fundamental","pubTime":"2024-05-24 19:26","market":"fut","language":"en","title":"Cathie Wood Sees a Great Depression-Like Search for Safety in the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2437082356","media":"Dow Jones","summary":"Something funny happened in the market on Thursday: The most eagerly awaited report of the entire earnings season, Nvidia's, more than delivered, and while the chipmaker's investors benefited, the res","content":"<html><head></head><body><p>Something funny happened in the market on Thursday: The most eagerly awaited report of the entire earnings season, Nvidia&#39;s, more than delivered, and while the chipmaker&#39;s investors benefited, the rest of the market slumped. The blame fell on rising interest rates after better-than-expected economic data.</p><p>Cathie Wood, the chief executive and chief investment officer of ARK Invest, gave a broader perspective: &#34;In our view, the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s,&#34; she said on the social media service X on Thursday night. &#34;When fear dissipated, the market broadened out and rewarded risk-taking once again.&#34;</p><p>Before going further, the elephant in the room when mentioning Wood and Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in the same story is that she infamously exited the stock at precisely the wrong time, selling most of her stake prior to Nvidia&#39;s meteoric ascent on the back of artificial intelligence demand.</p><p>Her flagship fund, the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> ARKK, has dropped 17% this year, weighed down not by just Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>- more on the automaker later - but also by other top holdings that have struggled including Roku <a href=\"https://laohu8.com/S/ROKU\">$(ROKU)$</a>, <a href=\"https://laohu8.com/S/SQ\">Block</a> (SQ) and <a href=\"https://laohu8.com/S/PATH\">UiPath</a> (PATH), in a year Nvidia has soared 110%.</p><p>Wood&#39;s argument is that market concentration is the evidence of the search for cash and safety.</p><p>One piece of evidence of this concentration is that the weight of Nasdaq 100 companies in the S&amp;P 500 is now at 45%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d4c291a15bbceabe5b30366625a75cd\" tg-width=\"700\" tg-height=\"731\"/></p><p>&#34;The Nasdaq used to be a very fertile place for companies in the mid-to-large range,&#34; she said in a recent presentation. &#34;They were the innovators, they were the disruptors. We feel the Nasdaq 100 does very little of that right now.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/31f7e3036123592618e01704901724ef\" tg-width=\"700\" tg-height=\"449\"/></p><p>She also points to an analysis done by Goldman Sachs earlier in the year, showing that the market cap of the largest stock relative to the 75th percentile ranked one is the highest since 1932.</p><p>Her main point, along with a pessimistic reading of the U.S. economy, is that once interest rates start coming down, market gains will broaden out.</p><p>&#34;Last year the market did seem to start moving ... in that direction, so that was the beginning we think of this move, but if we&#39;re right this [Goldman market concentration] chart would suggest the move has miles to go,&#34; she said.</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>Cathie Wood Sees a Great Depression-Like Search for Safety in the Stock Market</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\">\nCathie Wood Sees a Great Depression-Like Search for Safety in the Stock Market\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\">2024-05-24 19:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Something funny happened in the market on Thursday: The most eagerly awaited report of the entire earnings season, Nvidia&#39;s, more than delivered, and while the chipmaker&#39;s investors benefited, the rest of the market slumped. The blame fell on rising interest rates after better-than-expected economic data.</p><p>Cathie Wood, the chief executive and chief investment officer of ARK Invest, gave a broader perspective: &#34;In our view, the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s,&#34; she said on the social media service X on Thursday night. &#34;When fear dissipated, the market broadened out and rewarded risk-taking once again.&#34;</p><p>Before going further, the elephant in the room when mentioning Wood and Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in the same story is that she infamously exited the stock at precisely the wrong time, selling most of her stake prior to Nvidia&#39;s meteoric ascent on the back of artificial intelligence demand.</p><p>Her flagship fund, the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> ARKK, has dropped 17% this year, weighed down not by just Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>- more on the automaker later - but also by other top holdings that have struggled including Roku <a href=\"https://laohu8.com/S/ROKU\">$(ROKU)$</a>, <a href=\"https://laohu8.com/S/SQ\">Block</a> (SQ) and <a href=\"https://laohu8.com/S/PATH\">UiPath</a> (PATH), in a year Nvidia has soared 110%.</p><p>Wood&#39;s argument is that market concentration is the evidence of the search for cash and safety.</p><p>One piece of evidence of this concentration is that the weight of Nasdaq 100 companies in the S&amp;P 500 is now at 45%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d4c291a15bbceabe5b30366625a75cd\" tg-width=\"700\" tg-height=\"731\"/></p><p>&#34;The Nasdaq used to be a very fertile place for companies in the mid-to-large range,&#34; she said in a recent presentation. &#34;They were the innovators, they were the disruptors. We feel the Nasdaq 100 does very little of that right now.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/31f7e3036123592618e01704901724ef\" tg-width=\"700\" tg-height=\"449\"/></p><p>She also points to an analysis done by Goldman Sachs earlier in the year, showing that the market cap of the largest stock relative to the 75th percentile ranked one is the highest since 1932.</p><p>Her main point, along with a pessimistic reading of the U.S. economy, is that once interest rates start coming down, market gains will broaden out.</p><p>&#34;Last year the market did seem to start moving ... in that direction, so that was the beginning we think of this move, but if we&#39;re right this [Goldman market concentration] chart would suggest the move has miles to go,&#34; she said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4097":"系统软件","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4543":"AI","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc",".SPX":"S&P 500 Index","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4567":"ESG概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4534":"瑞士信贷持仓","LU0823414478.USD":"法巴经典能源转换基金","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4555":"新能源车","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4544":"ARK ETF合集","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4094":"服装零售","BK4547":"WSB热门概念","BK4106":"数据处理与外包服务","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓",".DJI":"道琼斯","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4549":"软银资本持仓","ARKK":"ARK Innovation ETF","BK4108":"电影和娱乐","BK4550":"红杉资本持仓","NVDA":"英伟达","BK4548":"巴美列捷福持仓","BK4227":"交易和支付处理服务","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4539":"次新股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437082356","content_text":"Something funny happened in the market on Thursday: The most eagerly awaited report of the entire earnings season, Nvidia's, more than delivered, and while the chipmaker's investors benefited, the rest of the market slumped. The blame fell on rising interest rates after better-than-expected economic data.Cathie Wood, the chief executive and chief investment officer of ARK Invest, gave a broader perspective: \"In our view, the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s,\" she said on the social media service X on Thursday night. \"When fear dissipated, the market broadened out and rewarded risk-taking once again.\"Before going further, the elephant in the room when mentioning Wood and Nvidia $(NVDA)$ in the same story is that she infamously exited the stock at precisely the wrong time, selling most of her stake prior to Nvidia's meteoric ascent on the back of artificial intelligence demand.Her flagship fund, the ARK Innovation ETF ARKK, has dropped 17% this year, weighed down not by just Tesla $(TSLA)$- more on the automaker later - but also by other top holdings that have struggled including Roku $(ROKU)$, Block (SQ) and UiPath (PATH), in a year Nvidia has soared 110%.Wood's argument is that market concentration is the evidence of the search for cash and safety.One piece of evidence of this concentration is that the weight of Nasdaq 100 companies in the S&P 500 is now at 45%.\"The Nasdaq used to be a very fertile place for companies in the mid-to-large range,\" she said in a recent presentation. \"They were the innovators, they were the disruptors. We feel the Nasdaq 100 does very little of that right now.\"She also points to an analysis done by Goldman Sachs earlier in the year, showing that the market cap of the largest stock relative to the 75th percentile ranked one is the highest since 1932.Her main point, along with a pessimistic reading of the U.S. economy, is that once interest rates start coming down, market gains will broaden out.\"Last year the market did seem to start moving ... in that direction, so that was the beginning we think of this move, but if we're right this [Goldman market concentration] chart would suggest the move has miles to go,\" she said.","news_type":1,"symbols_score_info":{".DJI":1.1,".SPX":1.1,".IXIC":1.1,"NVDA":1,"ARKK":1}},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421498699551184,"gmtCreate":1743935703428,"gmtModify":1743936504304,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"Warten Buffet the Greatest Of&nbsp;All Time. Bill Ackman said Berkshire will be more efficiently run once it's 94-year-old chairman and CEO exits the scene. I would say Bill , you arealso Billionaires but your skills are nowhere near Warren Buffet and in no position to make&nbsp;that comment .","listText":"Warten Buffet the Greatest Of&nbsp;All Time. Bill Ackman said Berkshire will be more efficiently run once it's 94-year-old chairman and CEO exits the scene. I would say Bill , you arealso Billionaires but your skills are nowhere near Warren Buffet and in no position to make&nbsp;that comment .","text":"Warten Buffet the Greatest Of All Time. Bill Ackman said Berkshire will be more efficiently run once it's 94-year-old chairman and CEO exits the scene. I would say Bill , you arealso Billionaires but your skills are nowhere near Warren Buffet and in no position to make that comment .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421498699551184","repostId":"2525974833","repostType":2,"repost":{"id":"2525974833","kind":"highlight","pubTimestamp":1743908400,"share":"https://ttm.financial/m/news/2525974833?lang=en_US&edition=fundamental","pubTime":"2025-04-06 11:00","market":"us","language":"en","title":"Warren Buffett Keeps Taking Investors to School as Stock Meltdown Reveals the Uncanny Wisdom of His Recent Moves","url":"https://stock-news.laohu8.com/highlight/detail?id=2525974833","media":"Fortune","summary":"The stock market crash triggered by President Donald Trump’s global tariffs brought Warren Buffett’s investment moves over the past year into a fresh light, underscoring his prudence amid the once-rag","content":"<html><head></head><body><ul style=\"list-style-type: revert;\"><li><p><strong>The stock market crash</strong> triggered by President Donald Trump’s global tariffs brought Warren Buffett’s investment moves over the past year into a fresh light, underscoring his prudence amid the once-raging bull market. His decision last year to shed most of Berkshire Hathaway’s Apple stock now looks especially well timed.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6dab90766aa96b8637ee65165585a733\" alt=\"Warren Buffett at the 2019 Berkshire shareholders meeting in Omaha, Nebraska.\" title=\"Warren Buffett at the 2019 Berkshire shareholders meeting in Omaha, Nebraska.\" tg-width=\"1440\" tg-height=\"948\"/><span>Warren Buffett at the 2019 Berkshire shareholders meeting in Omaha, Nebraska.</span></p><p style=\"text-align: start;\">Berkshire Hathaway Chairman and CEO Warren Buffett’s investment moves over the past year now seem uncannily well timed in the wake of the stock market meltdown caused by President Donald Trump’s global tariffs.</p><p>In the last two trading sessions alone, the S&amp;P 500 crashed 10%, and the broad market index is down 17% from its mid-February peak. Meanwhile, the tech-heavy Nasdaq and the small-cap Russell 2000 are in bear market territory, having tumbled more than 20% from their recent highs.</p><p>Since Trump’s “Liberation Day” announcement on Wednesday, US stocks have lost more than $6 trillion in market cap in the worst selloff since the early days of the COVID-19 pandemic in 2020, as Wall Street prices in a tariff-induced US recession.</p><p>But Buffett appeared to anticipate a market downturn coming. Berkshire sold $134 billion in equities in 2024—when the bull market was still raging—and was sitting on a record $334 billion cash pile at year’s end. That’s nearly double from a year earlier and more than its shrinking stock portfolio of $272 billion.</p><p>The famously value-oriented investor has also been complaining for years that valuations were too high and has held off on using his cash on major acquisitions due to a lack of bargains.</p><p>Most of Berkshire’s cash is in short-term Treasury bills, which not only offer shelter from the storm but also provide the conglomerate a tidy gain that Buffett noted in his most recent letter to shareholders.</p><p>“We were aided by a predictable large gain in investment income as Treasury Bill yields improved and we substantially increased our holdings of these highly-liquid short-term securities,” he wrote in February.</p><p>In addition to what he bought, what he sold also stands out, given the market crash.</p><p>Last year, Berkshire slashed its Apple stake by about two-thirds, representing the bulk of the company’s equity sales, though the iPhone maker remains its largest stock holding.</p><p>Those stock sales, which came in the first three quarters of the year, also occurred while Apple was still on the rise, with shares peaking in late December.</p><p>But since that peak, Apple has collapsed 28% as US tariffs on China are expected to hit especially hard. That’s because Apple, like many tech companies, relies on China for parts and manufacturing.</p><p>With Trump’s latest round of tariffs, imports from China now face a 54% duty. And if the administration follows through on its threat to impost a “secondary tariff” on countries that buy oil from Venezuela, the rate could hit 79%.</p><p>Meanwhile, Berkshire has also been offloading shares of Bank of America and Citigroup. Shares of both banking giants are down about 22% so far this year.</p><p>By contrast, Berkshire’s class B shares are up 9% this year, though they have taken a modest hit this past week. The wide array of its businesses, such as insurance, rail, and energy, are mostly focused on the US and less exposed to imports.</p><p style=\"text-align: start;\">As a result, Buffett’s personal fortune has grown this year, unlike those of his peers. According to the Bloomberg Billionaires Index, his net worth has expanded by $12.7 billion this year to give him a total of $155 billion, putting him at No. 6 on the list and essentially tying him with Bill Gates, whose own fortune shrank by $3.38 billion.</p><p style=\"text-align: start;\">Elon Musk remains No. 1 with $302 billion, though that’s down by $130 billion in 2025, followed by Jeff Bezos with $193 billion, down by $45.2 billion.</p><p style=\"text-align: start;\">As Buffett watchers wait to see if the recent market crash will finally induce him to make a big acquisition or stock purchase, his February letter may offer a clue.</p><p style=\"text-align: start;\">“Berkshire shareholders can rest assured that we will forever deploy a substantial majority of their money in equities—mostly American equities although many of these will have international operations of significance,” he wrote. “Berkshire will <em>never </em>prefer ownership of cash-equivalent assets over the ownership of good businesses, whether controlled or only partially owned.”</p></body></html>","source":"lsy1618285953446","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>Warren Buffett Keeps Taking Investors to School as Stock Meltdown Reveals the Uncanny Wisdom of His Recent Moves</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\">\nWarren Buffett Keeps Taking Investors to School as Stock Meltdown Reveals the Uncanny Wisdom of His Recent Moves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-06 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://fortune.com/2025/04/05/warren-buffett-investing-cash-treasury-bills-apple-stock-sale-market-crash/><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market crash triggered by President Donald Trump’s global tariffs brought Warren Buffett’s investment moves over the past year into a fresh light, underscoring his prudence amid the once-...</p>\n\n<a href=\"https://fortune.com/2025/04/05/warren-buffett-investing-cash-treasury-bills-apple-stock-sale-market-crash/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","BRK.B":"伯克希尔B",".IXIC":"NASDAQ Composite","BRK.A":"伯克希尔"},"source_url":"https://fortune.com/2025/04/05/warren-buffett-investing-cash-treasury-bills-apple-stock-sale-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2525974833","content_text":"The stock market crash triggered by President Donald Trump’s global tariffs brought Warren Buffett’s investment moves over the past year into a fresh light, underscoring his prudence amid the once-raging bull market. His decision last year to shed most of Berkshire Hathaway’s Apple stock now looks especially well timed.Warren Buffett at the 2019 Berkshire shareholders meeting in Omaha, Nebraska.Berkshire Hathaway Chairman and CEO Warren Buffett’s investment moves over the past year now seem uncannily well timed in the wake of the stock market meltdown caused by President Donald Trump’s global tariffs.In the last two trading sessions alone, the S&P 500 crashed 10%, and the broad market index is down 17% from its mid-February peak. Meanwhile, the tech-heavy Nasdaq and the small-cap Russell 2000 are in bear market territory, having tumbled more than 20% from their recent highs.Since Trump’s “Liberation Day” announcement on Wednesday, US stocks have lost more than $6 trillion in market cap in the worst selloff since the early days of the COVID-19 pandemic in 2020, as Wall Street prices in a tariff-induced US recession.But Buffett appeared to anticipate a market downturn coming. Berkshire sold $134 billion in equities in 2024—when the bull market was still raging—and was sitting on a record $334 billion cash pile at year’s end. That’s nearly double from a year earlier and more than its shrinking stock portfolio of $272 billion.The famously value-oriented investor has also been complaining for years that valuations were too high and has held off on using his cash on major acquisitions due to a lack of bargains.Most of Berkshire’s cash is in short-term Treasury bills, which not only offer shelter from the storm but also provide the conglomerate a tidy gain that Buffett noted in his most recent letter to shareholders.“We were aided by a predictable large gain in investment income as Treasury Bill yields improved and we substantially increased our holdings of these highly-liquid short-term securities,” he wrote in February.In addition to what he bought, what he sold also stands out, given the market crash.Last year, Berkshire slashed its Apple stake by about two-thirds, representing the bulk of the company’s equity sales, though the iPhone maker remains its largest stock holding.Those stock sales, which came in the first three quarters of the year, also occurred while Apple was still on the rise, with shares peaking in late December.But since that peak, Apple has collapsed 28% as US tariffs on China are expected to hit especially hard. That’s because Apple, like many tech companies, relies on China for parts and manufacturing.With Trump’s latest round of tariffs, imports from China now face a 54% duty. And if the administration follows through on its threat to impost a “secondary tariff” on countries that buy oil from Venezuela, the rate could hit 79%.Meanwhile, Berkshire has also been offloading shares of Bank of America and Citigroup. Shares of both banking giants are down about 22% so far this year.By contrast, Berkshire’s class B shares are up 9% this year, though they have taken a modest hit this past week. The wide array of its businesses, such as insurance, rail, and energy, are mostly focused on the US and less exposed to imports.As a result, Buffett’s personal fortune has grown this year, unlike those of his peers. According to the Bloomberg Billionaires Index, his net worth has expanded by $12.7 billion this year to give him a total of $155 billion, putting him at No. 6 on the list and essentially tying him with Bill Gates, whose own fortune shrank by $3.38 billion.Elon Musk remains No. 1 with $302 billion, though that’s down by $130 billion in 2025, followed by Jeff Bezos with $193 billion, down by $45.2 billion.As Buffett watchers wait to see if the recent market crash will finally induce him to make a big acquisition or stock purchase, his February letter may offer a clue.“Berkshire shareholders can rest assured that we will forever deploy a substantial majority of their money in equities—mostly American equities although many of these will have international operations of significance,” he wrote. “Berkshire will never prefer ownership of cash-equivalent assets over the ownership of good businesses, whether controlled or only partially owned.”","news_type":1,"symbols_score_info":{".SPX":1.1,".DJI":0.9,".IXIC":1.1,"BRK.A":1.1,"BRK.B":1}},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464890307449264,"gmtCreate":1754489328228,"gmtModify":1754489332092,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"Make it 50% to stop the oil flow&nbsp;","listText":"Make it 50% to stop the oil flow&nbsp;","text":"Make it 50% to stop the oil flow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464890307449264","repostId":"2557308557","repostType":2,"repost":{"id":"2557308557","kind":"live","pubTimestamp":1754489061,"share":"https://ttm.financial/m/news/2557308557?lang=en_US&edition=fundamental","pubTime":"2025-08-06 22:04","market":"nz","language":"en","title":"Trump Raises India Tariffs to 50% over Russian Oil Purchases","url":"https://stock-news.laohu8.com/highlight/detail?id=2557308557","media":"THOMSON REUTERS","summary":"The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing ","content":"<html><head></head><body><p>The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.</p><p style=\"text-align: start;\">“I find that the Government of India is currently directly or indirectly importing Russian Federation oil,” President Donald Trump said in an executive order.</p><p style=\"text-align: start;\">“Accordingly, and as consistent with applicable law, articles of India imported into the customs territory of the United States shall be subject to an additional ad valorem rate of duty of 25 percent,” the executive order reads.</p><p style=\"text-align: start;\">Trump last week said that India would pay a tariff of 25%, in addition to a “penalty” over the country’s purchase of military equipment and energy from Russia. It was not clear at the time what such a penalty would look like.</p><p style=\"text-align: start;\">But Trump said Tuesday that he would be raising the tariff on India “very substantially over the next 24 hours, because they’re buying Russian oil, they’re fueling the war machine.”</p><p style=\"text-align: start;\">“And if they’re going to do that, then I’m not going to be happy,” Trump said on CNBC’s “Squawk Box.”</p></body></html>","source":"reuters_en_live","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>Trump Raises India Tariffs to 50% over Russian Oil Purchases</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; 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}\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\">\nTrump Raises India Tariffs to 50% over Russian Oil Purchases\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 22:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.“I find that the Government ...</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557308557","content_text":"The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.“I find that the Government of India is currently directly or indirectly importing Russian Federation oil,” President Donald Trump said in an executive order.“Accordingly, and as consistent with applicable law, articles of India imported into the customs territory of the United States shall be subject to an additional ad valorem rate of duty of 25 percent,” the executive order reads.Trump last week said that India would pay a tariff of 25%, in addition to a “penalty” over the country’s purchase of military equipment and energy from Russia. It was not clear at the time what such a penalty would look like.But Trump said Tuesday that he would be raising the tariff on India “very substantially over the next 24 hours, because they’re buying Russian oil, they’re fueling the war machine.”“And if they’re going to do that, then I’m not going to be happy,” Trump said on CNBC’s “Squawk Box.”","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460399623627408,"gmtCreate":1753370527044,"gmtModify":1753370530922,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","listText":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","text":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460399623627408","repostId":"2553225106","repostType":2,"repost":{"id":"2553225106","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":1753367925,"share":"https://ttm.financial/m/news/2553225106?lang=en_US&edition=fundamental","pubTime":"2025-07-24 22:38","market":"other","language":"en","title":"\"I'm Already Up $45,000 In About An Hour\" - Reddit Traders Boast About Wins As Meme-Stock Mania Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2553225106","media":"Dow Jones","summary":"Krispy Kreme, GoPro and others have joined Opendoor and Kohl's in the latest meme-stock rally, but traders have needed to move quickly to lock in gains. WallStreetBets, the infamous subreddit credited with helping to spawn the meme-stock phenomenon, is giving its regular readers a taste of what it was like on the platform during the trend's heyday in early 2021.As meme-stock mania has returned, traders on the platform bragged about their gains and urged one another to hang tough, even as volatility rocked a few of the latest crop of buzzy names on Wednesday. Hundreds of posts were made on WallStreetBets this week.One trader shared screenshots on the platform showing they had reaped an $850,000 windfall from a big bet on Kohl's. Another showed they had turned a $45 punt, or long-shot bet with a potentially large payoff, on out-of-the-money call options tied to shares of the big-box retailer into more than $15,000.Dan told MarketWatch he sold his Krispy Kreme position around midday and m","content":"<html><head></head><body><p>WallStreetBets, the infamous subreddit credited with helping to spawn the meme-stock phenomenon, is giving its regular readers a taste of what it was like on the platform during the trend&#39;s heyday in early 2021.</p><p>As meme-stock mania has returned, traders on the platform bragged about their gains and urged one another to hang tough, even as volatility rocked a few of the latest crop of buzzy names on Wednesday. Hundreds of posts were made on WallStreetBets this week.</p><p>One trader shared screenshots on the platform showing they had reaped an $850,000 windfall from a big bet on Kohl&#39;s. Another showed they had turned a $45 punt, or long-shot bet with a potentially large payoff, on out-of-the-money call options tied to shares of the big-box retailer into more than $15,000.</p><p>&#34;If you look at what the energy is like on there, man, it&#39;s like 2021 all over again,&#34; said one person who occasionally posts on WallStreetBets and spoke with MarketWatch by phone early Wednesday. He asked that he be identified only by his first name, Dan.</p><p>A screenshot from his brokerage account showed Dan had plunked down $100,000 on shares of Krispy Kreme Inc. (DNUT) late Tuesday afternoon after seeing a post touting the stock on the subreddit.</p><p>Shares of <a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a>. <a href=\"https://laohu8.com/S/OPEN.UK\">$(OPEN.UK)$</a> had already taken off the week before, fueled by social-media buzz. Kohl&#39;s Corp. <a href=\"https://laohu8.com/S/KSS\">$(KSS)$</a> joined the party on Tuesday, tallying big gains amid a surge in trading volume and demand for bullish options contracts tied to the stock.</p><p>Dan said he had always regretted missing the boat on the run-up of <a href=\"https://laohu8.com/S/GME\">GameStop</a>, the original meme stock, when he decided to take a shot on Krispy Kreme.</p><p>That turned out to be a prescient decision. About an hour before the opening bell, the stock was up by about 40% in the premarket session. Dan, who was riding in an <a href=\"https://laohu8.com/S/UBER\">Uber</a> on his way to work at his job in tech sales, said he was feeling good.</p><p>&#34;I&#39;m already up by $45,000, and that&#39;s in about one hour of trading,&#34; he said. He was satisfied that the bet, which he jokingly described as his &#34;insane doughnut position,&#34; was paying off.</p><p>The euphoria was short-lived, however. More meme stocks joined the party on Wednesday, with shares of GoPro Inc. <a href=\"https://laohu8.com/S/GPRO\">$(GPRO)$</a>, <a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a> Inc. (BYND) and of course Krispy Kreme soaring in early trade. But by the time the closing bell rang on Wednesday, much of their early gains had evaporated. Shares of Kohl&#39;s and Opendoor finished lower, falling 14.2% and 20.5%, respectively, according to FactSet data. Krispy Kreme finished with a gain of 4.6%.</p><p>Dan told MarketWatch he sold his Krispy Kreme position around midday and made about $6,000. He added that the post on WallStreetBets that had initially inspired him to bet on Krispy Kreme tried to make the case that the stock was a smart long-term play. But Dan said he ignored most of these details. He focused instead on a comment highlighting a volume spike in options tied to the stock.</p><p>&#34;I would never invest in this stock on any given day, other than that this guy posted yesterday looking at the options flows and I thought &#39;there&#39;s going to be a gamma squeeze,&#39;&#34; Dan said.</p><p>A &#34;gamma squeeze&#34; occurs when a surge of activity in the options market spills over into the stock market. Options market makers are essentially forced to pump up prices of the underlying shares as they scramble to hedge their exposure to the calls they have sold.</p><p>Activity in bullish call options tied to Opendoor soared last week, helping to drive the stock&#39;s parabolic move.</p><p>Another trader shared screenshots with MarketWatch showing he had turned a $250 bet on Krispy Kreme calls into nearly $6,000 after buying 50 contracts for 5 cents apiece at around 11:30 a.m. <a href=\"https://laohu8.com/S/EML\">Eastern</a> on Tuesday, and selling them at the opening bell on Wednesday for $1.30.</p><p>He put the trade on just as volume in Krispy Kreme was starting to pick up on Tuesday.</p><p>&#34;My thesis was I am lighting $250 on fire but we are in some kind of meme mania and [Krispy Kreme] is pretty blatantly a meme ticker so I might get lucky,&#34; he said via chat.</p><p>After losing money betting on GameStop Corp. (GME) during the original meme-stock boom, the trader said he understood that he needed to act quickly this time around.</p><p>The meme-stock craze got its start in early 2021, when shares of GameStop soared, rising as much as 2,463.7% in January of that year, Dow Jones Market Data showed. An army of retail traders betting on the stock ultimately forced a major Wall Street hedge fund to go bust. The whole episode inspired Congress to drag some of the major players down to Capitol Hill for hearings.</p><p>&#34;You are getting a glimpse [of what it was like back then] but I don&#39;t think you will see anything like what happened with GME ever again,&#34; the trader said. During the pandemic, millions of Americans were sitting around with nothing to do, with government stimulus checks burning a hole in their pockets.</p><p>A third investor who, like the others, asked to remain anonymous, provided screenshots showing he had made about $6,000 in a day buying shares and call options tied to Krispy Kreme.</p><p>&#34;You see the degenerates on WSB start to pick it up, someone had a good writeup on it and then you see the open short interest and realize that it could get a quick 20%-30% pump,&#34; he said.</p><p>&#34;Anything that has an open short interest of 30%+ and that is a brand household name has the potential to pump once WSB gets a hold of it,&#34; he said.</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>\"I'm Already Up $45,000 In About An Hour\" - Reddit Traders Boast About Wins As Meme-Stock Mania Returns</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\">\n\"I'm Already Up $45,000 In About An Hour\" - Reddit Traders Boast About Wins As Meme-Stock Mania Returns\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\">2025-07-24 22:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WallStreetBets, the infamous subreddit credited with helping to spawn the meme-stock phenomenon, is giving its regular readers a taste of what it was like on the platform during the trend&#39;s heyday in early 2021.</p><p>As meme-stock mania has returned, traders on the platform bragged about their gains and urged one another to hang tough, even as volatility rocked a few of the latest crop of buzzy names on Wednesday. Hundreds of posts were made on WallStreetBets this week.</p><p>One trader shared screenshots on the platform showing they had reaped an $850,000 windfall from a big bet on Kohl&#39;s. Another showed they had turned a $45 punt, or long-shot bet with a potentially large payoff, on out-of-the-money call options tied to shares of the big-box retailer into more than $15,000.</p><p>&#34;If you look at what the energy is like on there, man, it&#39;s like 2021 all over again,&#34; said one person who occasionally posts on WallStreetBets and spoke with MarketWatch by phone early Wednesday. He asked that he be identified only by his first name, Dan.</p><p>A screenshot from his brokerage account showed Dan had plunked down $100,000 on shares of Krispy Kreme Inc. (DNUT) late Tuesday afternoon after seeing a post touting the stock on the subreddit.</p><p>Shares of <a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a>. <a href=\"https://laohu8.com/S/OPEN.UK\">$(OPEN.UK)$</a> had already taken off the week before, fueled by social-media buzz. Kohl&#39;s Corp. <a href=\"https://laohu8.com/S/KSS\">$(KSS)$</a> joined the party on Tuesday, tallying big gains amid a surge in trading volume and demand for bullish options contracts tied to the stock.</p><p>Dan said he had always regretted missing the boat on the run-up of <a href=\"https://laohu8.com/S/GME\">GameStop</a>, the original meme stock, when he decided to take a shot on Krispy Kreme.</p><p>That turned out to be a prescient decision. About an hour before the opening bell, the stock was up by about 40% in the premarket session. Dan, who was riding in an <a href=\"https://laohu8.com/S/UBER\">Uber</a> on his way to work at his job in tech sales, said he was feeling good.</p><p>&#34;I&#39;m already up by $45,000, and that&#39;s in about one hour of trading,&#34; he said. He was satisfied that the bet, which he jokingly described as his &#34;insane doughnut position,&#34; was paying off.</p><p>The euphoria was short-lived, however. More meme stocks joined the party on Wednesday, with shares of GoPro Inc. <a href=\"https://laohu8.com/S/GPRO\">$(GPRO)$</a>, <a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a> Inc. (BYND) and of course Krispy Kreme soaring in early trade. But by the time the closing bell rang on Wednesday, much of their early gains had evaporated. Shares of Kohl&#39;s and Opendoor finished lower, falling 14.2% and 20.5%, respectively, according to FactSet data. Krispy Kreme finished with a gain of 4.6%.</p><p>Dan told MarketWatch he sold his Krispy Kreme position around midday and made about $6,000. He added that the post on WallStreetBets that had initially inspired him to bet on Krispy Kreme tried to make the case that the stock was a smart long-term play. But Dan said he ignored most of these details. He focused instead on a comment highlighting a volume spike in options tied to the stock.</p><p>&#34;I would never invest in this stock on any given day, other than that this guy posted yesterday looking at the options flows and I thought &#39;there&#39;s going to be a gamma squeeze,&#39;&#34; Dan said.</p><p>A &#34;gamma squeeze&#34; occurs when a surge of activity in the options market spills over into the stock market. Options market makers are essentially forced to pump up prices of the underlying shares as they scramble to hedge their exposure to the calls they have sold.</p><p>Activity in bullish call options tied to Opendoor soared last week, helping to drive the stock&#39;s parabolic move.</p><p>Another trader shared screenshots with MarketWatch showing he had turned a $250 bet on Krispy Kreme calls into nearly $6,000 after buying 50 contracts for 5 cents apiece at around 11:30 a.m. <a href=\"https://laohu8.com/S/EML\">Eastern</a> on Tuesday, and selling them at the opening bell on Wednesday for $1.30.</p><p>He put the trade on just as volume in Krispy Kreme was starting to pick up on Tuesday.</p><p>&#34;My thesis was I am lighting $250 on fire but we are in some kind of meme mania and [Krispy Kreme] is pretty blatantly a meme ticker so I might get lucky,&#34; he said via chat.</p><p>After losing money betting on GameStop Corp. (GME) during the original meme-stock boom, the trader said he understood that he needed to act quickly this time around.</p><p>The meme-stock craze got its start in early 2021, when shares of GameStop soared, rising as much as 2,463.7% in January of that year, Dow Jones Market Data showed. An army of retail traders betting on the stock ultimately forced a major Wall Street hedge fund to go bust. The whole episode inspired Congress to drag some of the major players down to Capitol Hill for hearings.</p><p>&#34;You are getting a glimpse [of what it was like back then] but I don&#39;t think you will see anything like what happened with GME ever again,&#34; the trader said. During the pandemic, millions of Americans were sitting around with nothing to do, with government stimulus checks burning a hole in their pockets.</p><p>A third investor who, like the others, asked to remain anonymous, provided screenshots showing he had made about $6,000 in a day buying shares and call options tied to Krispy Kreme.</p><p>&#34;You see the degenerates on WSB start to pick it up, someone had a good writeup on it and then you see the open short interest and realize that it could get a quick 20%-30% pump,&#34; he said.</p><p>&#34;Anything that has an open short interest of 30%+ and that is a brand household name has the potential to pump once WSB gets a hold of it,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc.","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4103":"百货商店","BK4220":"综合零售","BK4539":"次新股","BK4561":"索罗斯持仓","BK4077":"互动媒体与服务","BK4585":"ETF&股票定投概念","BK4076":"电脑与电子产品零售","BK4562":"SPAC上市公司","BK4547":"WSB热门概念","BK4079":"房地产服务","BK4577":"网络游戏","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4212":"包装食品与肉类","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","OPEN":"Opendoor Technologies Inc","DNUT":"Krispy Kreme, Inc.","BK4078":"消费电子产品","BK4588":"碎股","BK4209":"餐馆","KSS":"柯尔百货","BK4548":"巴美列捷福持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2553225106","content_text":"WallStreetBets, the infamous subreddit credited with helping to spawn the meme-stock phenomenon, is giving its regular readers a taste of what it was like on the platform during the trend's heyday in early 2021.As meme-stock mania has returned, traders on the platform bragged about their gains and urged one another to hang tough, even as volatility rocked a few of the latest crop of buzzy names on Wednesday. Hundreds of posts were made on WallStreetBets this week.One trader shared screenshots on the platform showing they had reaped an $850,000 windfall from a big bet on Kohl's. Another showed they had turned a $45 punt, or long-shot bet with a potentially large payoff, on out-of-the-money call options tied to shares of the big-box retailer into more than $15,000.\"If you look at what the energy is like on there, man, it's like 2021 all over again,\" said one person who occasionally posts on WallStreetBets and spoke with MarketWatch by phone early Wednesday. He asked that he be identified only by his first name, Dan.A screenshot from his brokerage account showed Dan had plunked down $100,000 on shares of Krispy Kreme Inc. (DNUT) late Tuesday afternoon after seeing a post touting the stock on the subreddit.Shares of Opendoor Technologies Inc. $(OPEN.UK)$ had already taken off the week before, fueled by social-media buzz. Kohl's Corp. $(KSS)$ joined the party on Tuesday, tallying big gains amid a surge in trading volume and demand for bullish options contracts tied to the stock.Dan said he had always regretted missing the boat on the run-up of GameStop, the original meme stock, when he decided to take a shot on Krispy Kreme.That turned out to be a prescient decision. About an hour before the opening bell, the stock was up by about 40% in the premarket session. Dan, who was riding in an Uber on his way to work at his job in tech sales, said he was feeling good.\"I'm already up by $45,000, and that's in about one hour of trading,\" he said. He was satisfied that the bet, which he jokingly described as his \"insane doughnut position,\" was paying off.The euphoria was short-lived, however. More meme stocks joined the party on Wednesday, with shares of GoPro Inc. $(GPRO)$, Beyond Meat Inc. (BYND) and of course Krispy Kreme soaring in early trade. But by the time the closing bell rang on Wednesday, much of their early gains had evaporated. Shares of Kohl's and Opendoor finished lower, falling 14.2% and 20.5%, respectively, according to FactSet data. Krispy Kreme finished with a gain of 4.6%.Dan told MarketWatch he sold his Krispy Kreme position around midday and made about $6,000. He added that the post on WallStreetBets that had initially inspired him to bet on Krispy Kreme tried to make the case that the stock was a smart long-term play. But Dan said he ignored most of these details. He focused instead on a comment highlighting a volume spike in options tied to the stock.\"I would never invest in this stock on any given day, other than that this guy posted yesterday looking at the options flows and I thought 'there's going to be a gamma squeeze,'\" Dan said.A \"gamma squeeze\" occurs when a surge of activity in the options market spills over into the stock market. Options market makers are essentially forced to pump up prices of the underlying shares as they scramble to hedge their exposure to the calls they have sold.Activity in bullish call options tied to Opendoor soared last week, helping to drive the stock's parabolic move.Another trader shared screenshots with MarketWatch showing he had turned a $250 bet on Krispy Kreme calls into nearly $6,000 after buying 50 contracts for 5 cents apiece at around 11:30 a.m. Eastern on Tuesday, and selling them at the opening bell on Wednesday for $1.30.He put the trade on just as volume in Krispy Kreme was starting to pick up on Tuesday.\"My thesis was I am lighting $250 on fire but we are in some kind of meme mania and [Krispy Kreme] is pretty blatantly a meme ticker so I might get lucky,\" he said via chat.After losing money betting on GameStop Corp. (GME) during the original meme-stock boom, the trader said he understood that he needed to act quickly this time around.The meme-stock craze got its start in early 2021, when shares of GameStop soared, rising as much as 2,463.7% in January of that year, Dow Jones Market Data showed. An army of retail traders betting on the stock ultimately forced a major Wall Street hedge fund to go bust. The whole episode inspired Congress to drag some of the major players down to Capitol Hill for hearings.\"You are getting a glimpse [of what it was like back then] but I don't think you will see anything like what happened with GME ever again,\" the trader said. During the pandemic, millions of Americans were sitting around with nothing to do, with government stimulus checks burning a hole in their pockets.A third investor who, like the others, asked to remain anonymous, provided screenshots showing he had made about $6,000 in a day buying shares and call options tied to Krispy Kreme.\"You see the degenerates on WSB start to pick it up, someone had a good writeup on it and then you see the open short interest and realize that it could get a quick 20%-30% pump,\" he said.\"Anything that has an open short interest of 30%+ and that is a brand household name has the potential to pump once WSB gets a hold of it,\" he said.","news_type":1,"symbols_score_info":{"KSS":0.9,"OPEN":0.9,"BYND":1,"DNUT":0.9}},"isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}