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KelKel

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- KelKelKelKel
  ·2022-01-25
  [惊讶]
  非常抱歉，此主贴已删除
  1,976 评论
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- KelKelKelKel
  ·2022-01-21
  much to learn
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- KelKelKelKel
  ·2021-12-19
  insights
  非常抱歉，此主贴已删除
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- KelKelKelKel
  ·2021-12-15
  join???
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- KelKelKelKel
  ·2021-12-15
  insightful!
  Why Microsoft Stock Dropped
  What happened Microsoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of
  Why Microsoft Stock Dropped
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- KelKelKelKel
  ·2021-11-29
  dropping dropping cos of new strain again..... when will this end?
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- KelKelKelKel
  ·2021-11-22
  so i wait?
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- KelKelKelKel
  ·2021-11-18
  $Cohu(COHU)$please continue to rise
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- KelKelKelKel
  ·2021-11-15
  biggest regret i didnt enter at 200+
  Nvidia Earnings: What to Watch on Wednesday
  Nvidiais slated to report its third-quarter results for fiscal 2022 after the market close on Wednesday, Nov. 17.Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a "highly immersive virtual world where people gather t
  Nvidia Earnings: What to Watch on Wednesday
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- KelKelKelKel
  ·2021-11-10
  hmmm wonder if i shld?
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10:23","market":"us","language":"en","title":"Why Microsoft Stock Dropped","url":"https://stock-news.laohu8.com/highlight/detail?id=1165597848","media":"Motley Fool","summary":"What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of","content":"<p><b>What happened</b></p>\n<p><b>Microsoft</b>(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth&nbsp;in 40 years.</p>\n<p><b>So what</b></p>\n<p>Reporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other&nbsp;tech stocks&nbsp;as well)?</p>\n<p>Think about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.</p>\n<p>That's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise&nbsp;<i>faster</i>&nbsp;than 10%.</p>\n<p><b>Now what</b></p>\n<p>Granted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.</p>\n<p>The Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.</p>\n<p>This, in a nutshell, is why Microsoft&nbsp;closed the day down&nbsp;and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Microsoft Stock Dropped</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 Microsoft Stock Dropped\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 10:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165597848","content_text":"What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth in 40 years.\nSo what\nReporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other tech stocks as well)?\nThink about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.\nThat's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise faster than 10%.\nNow what\nGranted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.\nThe Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.\nThis, in a nutshell, is why Microsoft closed the day down and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600204940,"gmtCreate":1638153096483,"gmtModify":1638153096483,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"dropping dropping cos of new strain again..... when will this end?","listText":"dropping dropping cos of new strain again..... when will this end?","text":"dropping dropping cos of new strain again..... when will this end?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600204940","repostId":"1184733385","repostType":2,"isVote":1,"tweetType":1,"viewCount":2525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872242663,"gmtCreate":1637541991650,"gmtModify":1637541991650,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"so i wait?","listText":"so i wait?","text":"so i wait?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872242663","repostId":"1116255034","repostType":4,"isVote":1,"tweetType":1,"viewCount":3383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876043187,"gmtCreate":1637246632133,"gmtModify":1637246632133,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COHU\">$Cohu(COHU)$</a>please continue to rise","listText":"<a href=\"https://laohu8.com/S/COHU\">$Cohu(COHU)$</a>please continue to rise","text":"$Cohu(COHU)$please continue to rise","images":[{"img":"https://static.tigerbbs.com/e03f70c0d910763562fe77d67d0f4f84","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876043187","isVote":1,"tweetType":1,"viewCount":2839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":873259368,"gmtCreate":1636951167487,"gmtModify":1636951167537,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"biggest regret i didnt enter at 200+","listText":"biggest regret i didnt enter at 200+","text":"biggest regret i didnt enter at 200+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873259368","repostId":"1186426992","repostType":2,"repost":{"id":"1186426992","kind":"news","pubTimestamp":1636944636,"share":"https://www.laohu8.com/m/news/1186426992?lang=&edition=full","pubTime":"2021-11-15 10:50","market":"us","language":"en","title":"Nvidia Earnings: What to Watch on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1186426992","media":"Motley Fool","summary":"Nvidiais slated to report its third-quarter results for fiscal 2022  after the market close on Wednesday, Nov. 17.Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather t","content":"<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p>\n<p>Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p>\n<p>Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The&nbsp;<b>S&amp;P 500</b>&nbsp;index has returned 26.2% over this period.</p>\n<p>Nvidia's key numbers</p>\n<p>Here are benchmarks to use to gauge the relative strength of the&nbsp;tech company's results.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>Fiscal Q3 2021 Result</p></th>\n   <th><p>Nvidia's Fiscal Q3 2022 Guidance</p></th>\n   <th><p>Wall Street's Fiscal Q3 2022 Consensus Estimate</p></th>\n   <th><p>Wall Street's Projected Growth</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$4.73 billion</p></td>\n   <td><p>$6.80 billion</p></td>\n   <td><p>$6.82 billion</p></td>\n   <td><p>44%</p></td>\n  </tr>\n  <tr>\n   <td><p>Adjusted earnings per share</p></td>\n   <td><p>$0.73*</p></td>\n   <td><p>$1.10**</p></td>\n   <td><p>$1.11</p></td>\n   <td><p>52%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p>\n<p>For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p>\n<p>Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p>\n<p>Platform performance</p>\n<p>Here's how the platforms performed last quarter:</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Platform</p></th>\n   <th><p>Fiscal Q2 2022 Revenue</p></th>\n   <th><p>Change YOY</p></th>\n   <th><p>Change QOQ</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Gaming</p></td>\n   <td><p>$3.06 billion</p></td>\n   <td><p>85%</p></td>\n   <td><p>11%</p></td>\n  </tr>\n  <tr>\n   <td><p>Data center</p></td>\n   <td><p>$2.37 billion</p></td>\n   <td><p>35%</p></td>\n   <td><p>16%</p></td>\n  </tr>\n  <tr>\n   <td><p>Professional visualization</p></td>\n   <td><p>$519 million</p></td>\n   <td><p>156%</p></td>\n   <td><p>40%</p></td>\n  </tr>\n  <tr>\n   <td><p>Automotive</p></td>\n   <td><p>$152 million</p></td>\n   <td><p>37%</p></td>\n   <td><p>(1%)</p></td>\n  </tr>\n  <tr>\n   <td><p>OEM and IP</p></td>\n   <td><p>$409 million</p></td>\n   <td><p>180%</p></td>\n   <td><p>25%</p></td>\n  </tr>\n  <tr>\n   <td><p>Total</p></td>\n   <td><p>$6.51 billion</p></td>\n   <td><p>68%</p></td>\n   <td><p>15%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p>\n<p>Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p>\n<p>In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p>\n<p>Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p>\n<p>Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p>\n<p>Pending Arm acquisition</p>\n<p>Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p>\n<p>It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p>\n<p>Guidance</p>\n<p>As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p>\n<p>For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Earnings: What to Watch on Wednesday</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 Earnings: What to Watch on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.\nInvestors in the graphics...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186426992","content_text":"Nvidia(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.\nInvestors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"\nInvestors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The S&P 500 index has returned 26.2% over this period.\nNvidia's key numbers\nHere are benchmarks to use to gauge the relative strength of the tech company's results.\n\n\n\nMetric\nFiscal Q3 2021 Result\nNvidia's Fiscal Q3 2022 Guidance\nWall Street's Fiscal Q3 2022 Consensus Estimate\nWall Street's Projected Growth\n\n\n\n\nRevenue\n$4.73 billion\n$6.80 billion\n$6.82 billion\n44%\n\n\nAdjusted earnings per share\n$0.73*\n$1.10**\n$1.11\n52%\n\n\n\nDATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.\nFor context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.\nWall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.\nPlatform performance\nHere's how the platforms performed last quarter:\n\n\n\nPlatform\nFiscal Q2 2022 Revenue\nChange YOY\nChange QOQ\n\n\n\n\nGaming\n$3.06 billion\n85%\n11%\n\n\nData center\n$2.37 billion\n35%\n16%\n\n\nProfessional visualization\n$519 million\n156%\n40%\n\n\nAutomotive\n$152 million\n37%\n(1%)\n\n\nOEM and IP\n$409 million\n180%\n25%\n\n\nTotal\n$6.51 billion\n68%\n15%\n\n\n\nDATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.\nInvestors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.\nIn last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.\nInvestors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.\nNvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.\nPending Arm acquisition\nInvestors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan'sSoftBank. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.\nIt would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.\nGuidance\nAs always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.\nFor fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847689095,"gmtCreate":1636513029735,"gmtModify":1636513073918,"author":{"id":"4096803383946370","authorId":"4096803383946370","name":"KelKel","avatar":"https://static.tigerbbs.com/85866d92193bff7f58f01aa429f9698a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096803383946370","authorIdStr":"4096803383946370"},"themes":[],"htmlText":"hmmm wonder if i shld?","listText":"hmmm wonder if i shld?","text":"hmmm wonder if i shld?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847689095","repostId":"1179672442","repostType":2,"isVote":1,"tweetType":1,"viewCount":2755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}