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- ilovekirbyilovekirby
  ·2021-10-26
  Go AMD!
  AMD Q3 Earnings: Beat And Raise Ahead
  Summary With Intel disappointing this earnings season and with red flags on Chromebook demand, how
  AMD Q3 Earnings: Beat And Raise Ahead
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- ilovekirbyilovekirby
  ·2021-10-21
  Wow ok
  非常抱歉，此主贴已删除
  982 1
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- ilovekirbyilovekirby
  ·2021-10-19
  NIO will be a good buy for the long haul.
  非常抱歉，此主贴已删除
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- ilovekirbyilovekirby
  ·2021-10-16
  Really? Ok
  非常抱歉，此主贴已删除
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- ilovekirbyilovekirby
  ·2021-10-12
  It’s about time. Go Sofi go! [Grin]
  非常抱歉，此主贴已删除
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- ilovekirbyilovekirby
  ·2021-10-12
  Sure ok
  非常抱歉，此主贴已删除
  1,119 评论
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- ilovekirbyilovekirby
  ·2021-09-07
  Hmmm ok
  非常抱歉，此主贴已删除
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- ilovekirbyilovekirby
  ·2021-09-02
  Buy SoFi and hold long term to be rewarded.
  非常抱歉，此主贴已删除
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- ilovekirbyilovekirby
  ·2021-08-27
  AMC to the moon and beyond!!! 🚀🚀🚀
  AMC Stock: Running Of The Bulls Knocks Short Sellers Down
  The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimis
  AMC Stock: Running Of The Bulls Knocks Short Sellers Down
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- ilovekirbyilovekirby
  ·2021-08-26
  These are good tickers to buy and hold, just haveto be patient. [Grin]
  非常抱歉，此主贴已删除
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After Intel results, especially the&nbsp;Chromebook meltdown&nbsp;hat many investors seem to not have noticed, the investment community may be wondering if Advanced Micro Devices(NASDAQ:AMD)&nbsp;will also disappoint. It is a reasonable concern given the worries about the COVID demand peak and the end of the semiconductor cycle.</p>\n<p>On the contrary, AMD management has been telegraphing a strong H2 and 2022 for a while now. As such, during the Q2 earnings call, and in subsequent investor events, AMD management has guided that the Company is growing in H2 in all key segments including datacenter CPU, client CPU, GPU, and Consoles.</p>\n<p>After reviewing Q3 customer and channel developments as well as the upcoming product releases,<i>Beyond the Hype</i>&nbsp;assesses that AMD is operating at a different level than Intel and, unlike its peer, is likely to deliver a solid beat and provide for strong guidance.</p>\n<p><b>Data Center Business Is Booming</b></p>\n<p>AMD’s earning highlight for Q3, by a wide margin, is likely to be its data center business.<i>Beyond The Hype</i>estimates that the growth in this highly desirable segment in Q3 will be spectacular. Intel results apart, indications are that cloud service provider demand was very strong during the quarter. Intel’s weakness with cloud SPs seems to be stemming mainly from AMD taking market share, especially with large core devices where Intel has no good alternatives to offer. Outside of cloud service providers, AMD management has guided for, and reiterated, strong corporate demand in Q3 – strong corporate demand has also been validated by Intel, Micron(NASDAQ:MU), and others during their respective earnings calls.</p>\n<p>In addition to cloud SP and corporate servers, there is a powerful High-Performance Computing, or HPC, dynamic at play at AMD that most market observers have not caught on. Unbeknownst to many, AMD is now dominating the HPC design win scene and taking serious market share from Intel and Nvidia(NASDAQ:NVDA). While NVDA’s GPU and accelerators continue to do well in AI, AMD is now becoming a major threat in the HPC accelerator business. Preliminary leaks suggest that AMD’s MI200 accelerator, which is set to be announced soon, is likely to beat Nvidia alternatives in many HPC applications. Note that MI200 is not vaporware or some futuristic pie-in-the-sky product. Management has already let it be known that AMD has shipped a small volume of MI200 GPU accelerators in Q2. These were likely shipped to the Frontier supercomputer project and other similar HPC applications.</p>\n<p>A few next-generation Trento EPYC chips, optimized for HPC applications, are also being shipped with the MI200 GPUs to these same customers. Like MI200, Trento EPYC is unreleased, and not much is known about its performance. But that will not stop the Company from realizing revenues from this product during the quarter. Management commentary to date, as well as Frontier PR so far indicates that the system will be largely built out by the end of 2021. Furthermore, AMD will also be recognizing revenues for silicon and services into 2 more HPC systems in H2 - LUMI and Pawsey. Between these three projects, it seems reasonable to assume that AMD will record about $300M in revenues in Q3, another $300M in Q4, and another couple of hundred million in H1 2022. While these HPC volumes, especially from large supercomputers like Frontier, are lumpy, AMD will deliver strong revenues from this segment in 2021 and 2022. HPC should contribute meaningfully to AMD datacenter growth in Q3 and beyond.</p>\n<p>All these items are pointing to substantial share gains for AMD in the data center CPU and GPUs fronts in Q2.<i>Beyond The Hype</i>estimates that, in Q3, AMD grew data center CPU market share by at least 200 basis points and data center GPU market share by at least 300 basis points. This likely contributed to an incremental $300M to $400M or more data center demand for AMD from Q2 levels.</p>\n<p><b>Ryzen X86 Laptops Continue To Ramp But Chromebooks Are A Headwind</b></p>\n<p>One of the key drivers of AMD’s growth during H1 was the company’s Ryzen laptop product line. Management has claimed that its new 5000 series products have garnered 150+ designs which are expected to ramp throughout the year. Management guidance suggests that laptops will continue to ramp in Q3. Checks show companies such as Lenovo continuing to introduce new products steadily. On the flip side, Chromebook sales have plummeted in the quarter. Although Intel has much of the Chromebook business, it is reasonable to expect that AMD too would have seen some softness on this front during the quarter. The high-end Ryzen laptop ramp may be offset somewhat by the slowdown in Chromebooks, and it is possible that there may not be significant revenue upside on the laptop revenue front in Q3.</p>\n<p>Nevertheless,<i>Beyond The Hype</i>&nbsp;predicts that AMD gained at least 400 basis point market share in the laptop CPU segment in Q3.</p>\n<p><b>GPU Sales Up Strongly In Q3</b></p>\n<p>After several quarters of having severe constraints on GPU supply, AMD was able to ship a decent volume of existing and new GPUs in the quarter. At the end of the quarter, in addition to increasing gaming laptops, channel checks suggested that several of Radeon 6000 series GPUs were available in the retail channel. The 6600 series, catering to low-end gaming, was also launched in the quarter and has been outselling other GPUs at key retailers. Although these were priced well over MSRP, even having stock in the channel is a refreshing change from prior quarters.</p>\n<p>It appears likely that AMD shipped $100M to $200M, or more, of additional GPU products in Q3 compared to Q2. The upside here could be substantial – limited only by AMD’s supply chain.</p>\n<p><b>Console Business Picking Up</b></p>\n<p>It is well known that AMD supplies gaming console chips to two of the largest console customers – Sony(NYSE:SONY)and Microsoft(NASDAQ:MSFT). The second half of the year is seasonally strong for consoles and indications are that both Sony and Microsoft have seen an uptick in console sales in Q3. Furthermore, AMD is also designed into the upcoming portable Steam Deck console. Strong demand from existing customers as well as ramp-up of the new Steam Deck console suggests that AMD could have about $50M of console upside during Q3 compared to Q2 levels.</p>\n<p><b>Tying It All Up</b></p>\n<p>Based on how the quarter has proceeded, it is exceedingly likely that AMD will ship $300M-$400M incremental EPYC revenues in enterprise and datacenter, $100M to $200M incremental revenues in GPUs, and about $50M incremental console sales between the new Steam Deck console, and existing PS5 and Xbox consoles. In other words, AMD could potentially ship between $450M to $650M in incremental revenues compared to Q2.</p>\n<p>On a $3.85B Q2 baseline, this suggests revenue potential between $4.3B to $4.5B in revenues as opposed to $4.1B in guidance. As such, it is possible that AMD had much more demand, and ship more, especially on the data center CPU and client GPU fronts. The challenge for AMD is not product demand but if AMD has the supply to meet the demand.</p>\n<p>A nice revenue beat is only half the story. The other half of the story is gross margins. Keen readers may have noticed that much of the incremental Q3 revenue discussed above comes with juicy margins. AMD’s margins on EPYC and MI200 GPU are much higher than the corporate average. Thanks to insatiable crypto demand and elevated GPU prices, GPU margins are also likely to be healthy. Considering the mix involved, Q3 gross margin is likely to be at least 100 basis points above guidance.</p>\n<p><b>Guidance For 2022 And Beyond</b></p>\n<p>As strong as Q3 likely was, AMD’s strong product offerings for servers, clients, and consoles mean that AMD is likely to continue to grow rapidly – especially in the data center where its products are most advantaged. This will drive strong revenues and strengthen margins for the foreseeable future. Note also that the Xilinx(NASDAQ:XLNX)acquisition is expected to close before the end of the year and all future estimates will have to include Xilinx contributions. And Xilinx’s average margins are much higher than AMD’s and could push up AMD’s combined gross margin by a few hundred basis points. Thanks to organic margin growth and a kicker from Xilinx, AMD should comfortably deliver 50%+ gross margins in 2022. As such, in 2022, it is highly likely that AMD’s gross margins will surpass Intel’s gross margins. If Xilinx acquisition closes before the end of the month, it is possible that AMD’s gross margin could cross Intel’s gross margin in Q4 itself.</p>\n<p>In summary, AMD is set to deliver a strong beat and raise. AMD is in a period of explosive revenue and gross margin growth, and the Company’s valuation should continue to expand meaningfully going forward.</p>\n<p><i>An earlier, more expansive, version of this article was published to Beyond The Hype subscribers on September 13th when AMD stock was trading below $105.</i></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>AMD Q3 Earnings: Beat And Raise Ahead</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\">\nAMD Q3 Earnings: Beat And Raise Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4461703-amd-q3-earnings-beat-and-raise-ahead><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWith Intel disappointing this earnings season and with red flags on Chromebook demand, how will AMD do this earnings season?\nThe article explains the many tailwinds that AMD is witnessing due...</p>\n\n<a href=\"https://seekingalpha.com/article/4461703-amd-q3-earnings-beat-and-raise-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4461703-amd-q3-earnings-beat-and-raise-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149530520","content_text":"Summary\n\nWith Intel disappointing this earnings season and with red flags on Chromebook demand, how will AMD do this earnings season?\nThe article explains the many tailwinds that AMD is witnessing due to its strong product portfolio and how they may shape Q3 and the future.\nThe article also estimates the impact of huge momentum AMD has in HPC and the impact of some less well known supercomputer wins.\n\nJHVEPhoto/iStock Editorial via Getty Images\nIntel(NASDAQ:INTC) disappointed investors with its Q3 results and guidance as forecasted. After Intel results, especially the Chromebook meltdown hat many investors seem to not have noticed, the investment community may be wondering if Advanced Micro Devices(NASDAQ:AMD) will also disappoint. It is a reasonable concern given the worries about the COVID demand peak and the end of the semiconductor cycle.\nOn the contrary, AMD management has been telegraphing a strong H2 and 2022 for a while now. As such, during the Q2 earnings call, and in subsequent investor events, AMD management has guided that the Company is growing in H2 in all key segments including datacenter CPU, client CPU, GPU, and Consoles.\nAfter reviewing Q3 customer and channel developments as well as the upcoming product releases,Beyond the Hype assesses that AMD is operating at a different level than Intel and, unlike its peer, is likely to deliver a solid beat and provide for strong guidance.\nData Center Business Is Booming\nAMD’s earning highlight for Q3, by a wide margin, is likely to be its data center business.Beyond The Hypeestimates that the growth in this highly desirable segment in Q3 will be spectacular. Intel results apart, indications are that cloud service provider demand was very strong during the quarter. Intel’s weakness with cloud SPs seems to be stemming mainly from AMD taking market share, especially with large core devices where Intel has no good alternatives to offer. Outside of cloud service providers, AMD management has guided for, and reiterated, strong corporate demand in Q3 – strong corporate demand has also been validated by Intel, Micron(NASDAQ:MU), and others during their respective earnings calls.\nIn addition to cloud SP and corporate servers, there is a powerful High-Performance Computing, or HPC, dynamic at play at AMD that most market observers have not caught on. Unbeknownst to many, AMD is now dominating the HPC design win scene and taking serious market share from Intel and Nvidia(NASDAQ:NVDA). While NVDA’s GPU and accelerators continue to do well in AI, AMD is now becoming a major threat in the HPC accelerator business. Preliminary leaks suggest that AMD’s MI200 accelerator, which is set to be announced soon, is likely to beat Nvidia alternatives in many HPC applications. Note that MI200 is not vaporware or some futuristic pie-in-the-sky product. Management has already let it be known that AMD has shipped a small volume of MI200 GPU accelerators in Q2. These were likely shipped to the Frontier supercomputer project and other similar HPC applications.\nA few next-generation Trento EPYC chips, optimized for HPC applications, are also being shipped with the MI200 GPUs to these same customers. Like MI200, Trento EPYC is unreleased, and not much is known about its performance. But that will not stop the Company from realizing revenues from this product during the quarter. Management commentary to date, as well as Frontier PR so far indicates that the system will be largely built out by the end of 2021. Furthermore, AMD will also be recognizing revenues for silicon and services into 2 more HPC systems in H2 - LUMI and Pawsey. Between these three projects, it seems reasonable to assume that AMD will record about $300M in revenues in Q3, another $300M in Q4, and another couple of hundred million in H1 2022. While these HPC volumes, especially from large supercomputers like Frontier, are lumpy, AMD will deliver strong revenues from this segment in 2021 and 2022. HPC should contribute meaningfully to AMD datacenter growth in Q3 and beyond.\nAll these items are pointing to substantial share gains for AMD in the data center CPU and GPUs fronts in Q2.Beyond The Hypeestimates that, in Q3, AMD grew data center CPU market share by at least 200 basis points and data center GPU market share by at least 300 basis points. This likely contributed to an incremental $300M to $400M or more data center demand for AMD from Q2 levels.\nRyzen X86 Laptops Continue To Ramp But Chromebooks Are A Headwind\nOne of the key drivers of AMD’s growth during H1 was the company’s Ryzen laptop product line. Management has claimed that its new 5000 series products have garnered 150+ designs which are expected to ramp throughout the year. Management guidance suggests that laptops will continue to ramp in Q3. Checks show companies such as Lenovo continuing to introduce new products steadily. On the flip side, Chromebook sales have plummeted in the quarter. Although Intel has much of the Chromebook business, it is reasonable to expect that AMD too would have seen some softness on this front during the quarter. The high-end Ryzen laptop ramp may be offset somewhat by the slowdown in Chromebooks, and it is possible that there may not be significant revenue upside on the laptop revenue front in Q3.\nNevertheless,Beyond The Hype predicts that AMD gained at least 400 basis point market share in the laptop CPU segment in Q3.\nGPU Sales Up Strongly In Q3\nAfter several quarters of having severe constraints on GPU supply, AMD was able to ship a decent volume of existing and new GPUs in the quarter. At the end of the quarter, in addition to increasing gaming laptops, channel checks suggested that several of Radeon 6000 series GPUs were available in the retail channel. The 6600 series, catering to low-end gaming, was also launched in the quarter and has been outselling other GPUs at key retailers. Although these were priced well over MSRP, even having stock in the channel is a refreshing change from prior quarters.\nIt appears likely that AMD shipped $100M to $200M, or more, of additional GPU products in Q3 compared to Q2. The upside here could be substantial – limited only by AMD’s supply chain.\nConsole Business Picking Up\nIt is well known that AMD supplies gaming console chips to two of the largest console customers – Sony(NYSE:SONY)and Microsoft(NASDAQ:MSFT). The second half of the year is seasonally strong for consoles and indications are that both Sony and Microsoft have seen an uptick in console sales in Q3. Furthermore, AMD is also designed into the upcoming portable Steam Deck console. Strong demand from existing customers as well as ramp-up of the new Steam Deck console suggests that AMD could have about $50M of console upside during Q3 compared to Q2 levels.\nTying It All Up\nBased on how the quarter has proceeded, it is exceedingly likely that AMD will ship $300M-$400M incremental EPYC revenues in enterprise and datacenter, $100M to $200M incremental revenues in GPUs, and about $50M incremental console sales between the new Steam Deck console, and existing PS5 and Xbox consoles. In other words, AMD could potentially ship between $450M to $650M in incremental revenues compared to Q2.\nOn a $3.85B Q2 baseline, this suggests revenue potential between $4.3B to $4.5B in revenues as opposed to $4.1B in guidance. As such, it is possible that AMD had much more demand, and ship more, especially on the data center CPU and client GPU fronts. The challenge for AMD is not product demand but if AMD has the supply to meet the demand.\nA nice revenue beat is only half the story. The other half of the story is gross margins. Keen readers may have noticed that much of the incremental Q3 revenue discussed above comes with juicy margins. AMD’s margins on EPYC and MI200 GPU are much higher than the corporate average. Thanks to insatiable crypto demand and elevated GPU prices, GPU margins are also likely to be healthy. Considering the mix involved, Q3 gross margin is likely to be at least 100 basis points above guidance.\nGuidance For 2022 And Beyond\nAs strong as Q3 likely was, AMD’s strong product offerings for servers, clients, and consoles mean that AMD is likely to continue to grow rapidly – especially in the data center where its products are most advantaged. This will drive strong revenues and strengthen margins for the foreseeable future. Note also that the Xilinx(NASDAQ:XLNX)acquisition is expected to close before the end of the year and all future estimates will have to include Xilinx contributions. And Xilinx’s average margins are much higher than AMD’s and could push up AMD’s combined gross margin by a few hundred basis points. Thanks to organic margin growth and a kicker from Xilinx, AMD should comfortably deliver 50%+ gross margins in 2022. As such, in 2022, it is highly likely that AMD’s gross margins will surpass Intel’s gross margins. If Xilinx acquisition closes before the end of the month, it is possible that AMD’s gross margin could cross Intel’s gross margin in Q4 itself.\nIn summary, AMD is set to deliver a strong beat and raise. AMD is in a period of explosive revenue and gross margin growth, and the Company’s valuation should continue to expand meaningfully going forward.\nAn earlier, more expansive, version of this article was published to Beyond The Hype subscribers on September 13th when AMD stock was trading below $105.","news_type":1},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853974015,"gmtCreate":1634771336245,"gmtModify":1634771337741,"author":{"id":"3585873168332779","authorId":"3585873168332779","name":"ilovekirby","avatar":"https://static.tigerbbs.com/150e39396270b3385fcaa9d5b241a4e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585873168332779","authorIdStr":"3585873168332779"},"themes":[],"htmlText":"Wow ok","listText":"Wow ok","text":"Wow ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853974015","repostId":"2177314294","repostType":4,"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850244274,"gmtCreate":1634605144326,"gmtModify":1634605145636,"author":{"id":"3585873168332779","authorId":"3585873168332779","name":"ilovekirby","avatar":"https://static.tigerbbs.com/150e39396270b3385fcaa9d5b241a4e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585873168332779","authorIdStr":"3585873168332779"},"themes":[],"htmlText":"NIO will be a good buy for the long haul.","listText":"NIO will be a good buy for the long haul.","text":"NIO will be a good buy for the long haul.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850244274","repostId":"2176482124","repostType":4,"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824527382,"gmtCreate":1634341170291,"gmtModify":1634341171541,"author":{"id":"3585873168332779","authorId":"3585873168332779","name":"ilovekirby","avatar":"https://static.tigerbbs.com/150e39396270b3385fcaa9d5b241a4e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585873168332779","authorIdStr":"3585873168332779"},"themes":[],"htmlText":"Really? Ok","listText":"Really? Ok","text":"Really? Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824527382","repostId":"2175125261","repostType":4,"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826131527,"gmtCreate":1633996088902,"gmtModify":1633996089221,"author":{"id":"3585873168332779","authorId":"3585873168332779","name":"ilovekirby","avatar":"https://static.tigerbbs.com/150e39396270b3385fcaa9d5b241a4e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585873168332779","authorIdStr":"3585873168332779"},"themes":[],"htmlText":"It’s about time. Go Sofi go! [Grin]&nbsp;","listText":"It’s about time. Go Sofi go! [Grin]&nbsp;","text":"It’s about time. Go Sofi go! [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826131527","repostId":"2174063183","repostType":2,"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826103541,"gmtCreate":1633995034314,"gmtModify":1633995034650,"author":{"id":"3585873168332779","authorId":"3585873168332779","name":"ilovekirby","avatar":"https://static.tigerbbs.com/150e39396270b3385fcaa9d5b241a4e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585873168332779","authorIdStr":"3585873168332779"},"themes":[],"htmlText":"Sure ok","listText":"Sure ok","text":"Sure ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826103541","repostId":"2174120900","repostType":4,"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817274655,"gmtCreate":1630972754677,"gmtModify":1631888801484,"author":{"id":"3585873168332779","authorId":"3585873168332779","name":"ilovekirby","avatar":"https://static.tigerbbs.com/150e39396270b3385fcaa9d5b241a4e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585873168332779","authorIdStr":"3585873168332779"},"themes":[],"htmlText":"Hmmm ok","listText":"Hmmm ok","text":"Hmmm ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/817274655","repostId":"1184834324","repostType":4,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812008161,"gmtCreate":1630539771253,"gmtModify":1632474183590,"author":{"id":"3585873168332779","authorId":"3585873168332779","name":"ilovekirby","avatar":"https://static.tigerbbs.com/150e39396270b3385fcaa9d5b241a4e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585873168332779","authorIdStr":"3585873168332779"},"themes":[],"htmlText":"Buy SoFi and hold long term to be rewarded.","listText":"Buy SoFi and hold long term to be rewarded.","text":"Buy SoFi and hold long term to be rewarded.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812008161","repostId":"2163859252","repostType":2,"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810748637,"gmtCreate":1630019506929,"gmtModify":1704954561494,"author":{"id":"3585873168332779","authorId":"3585873168332779","name":"ilovekirby","avatar":"https://static.tigerbbs.com/150e39396270b3385fcaa9d5b241a4e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585873168332779","authorIdStr":"3585873168332779"},"themes":[],"htmlText":"AMC to the moon and beyond!!! 🚀🚀🚀","listText":"AMC to the moon and beyond!!! 🚀🚀🚀","text":"AMC to the moon and beyond!!! 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810748637","repostId":"1197918153","repostType":2,"repost":{"id":"1197918153","kind":"news","pubTimestamp":1629948466,"share":"https://www.laohu8.com/m/news/1197918153?lang=&edition=full","pubTime":"2021-08-26 11:27","market":"us","language":"en","title":"AMC Stock: Running Of The Bulls Knocks Short Sellers Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1197918153","media":"Thestreet","summary":"The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimis","content":"<p>The August 24 trading session provided AMC stock&nbsp;(<b>AMC</b>) -Get Report&nbsp;owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also positive, AMC surged 20% and finally broke into the $40 levels once again.</p>\n<p>Not yet satisfied, ambitious apes still believe that the recent move in AMC is just the tip of the iceberg, and that the path to the moon is gradually being paved. Wall Street Memes reviews AMC stock’s recent performance.</p>\n<h3>Broad market strength</h3>\n<p>The US stock market had a record-breaking dayon August 24. In a week marked by chatter around monetary policy and the Jackson Hole symposium, vaccine approval news and the Chinese market’s retraction helped to fuel the market’s euphoria in the US.</p>\n<p>AMC trading volume reached about 220 million shares on August 24, more than double the average 10-day metric.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1cc490ca24ca006f0cad2c9b785eb27\" tg-width=\"1200\" tg-height=\"595\" width=\"100%\" height=\"auto\"><span>Figure 1: AMC historical data and trading volume.</span></p>\n<h3>Bullish drivers</h3>\n<p>AMC’s popularity across the main online discussion boards remains at peak levels. The top meme stock’s performance mirrored WallStreetBets’ commentary volume, although correlation does not necessarily mean causation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81369ea6c61e3992aad71b0bb2d24e20\" tg-width=\"1200\" tg-height=\"609\" width=\"100%\" height=\"auto\"><span>Figure 2: WSB ticker sentiment - AMC.Swaggy Stocks</span></p>\n<p>Short interest remains elevated and on the rise, at around 18% according to&nbsp;Yahoo Finance.&nbsp;Also, Wall Street analysts' bearishness towards the stock has served as fuel for defying AMC apes in their quest to squeeze short sellers out.</p>\n<p>The company’s recent financial performance may also be playing a role in stock price action. The&nbsp;above-expectations Q2 earnings report, which pointed at a scenario of post-pandemic recovery for AMC, reinforces the fundamentalist thesis. Keep in mind, however, that meme mania has much more to do with momentum and market dynamics than with business fundamentals.</p>\n<h3>SEC looking closely at dark pools</h3>\n<p>One of the biggest complaints and concerns of AMC shareholders is the lack of transparency in the market. There seems to be a consensus among the ape community that dark pool activities and naked short selling could be hampering AMC's ride to new highs.</p>\n<p>Recently, SEC Chair Gay Genslerspoke directly on the matter, stating that the agency is looking closely at dark pool activities&nbsp;to protect investors. While no firm action has been taken yet, the SEC’s willingness to address the issue can be seen as positive news.</p>\n<h3>Short sellers get slapped</h3>\n<p>With over 92 million AMC shares currently shorted, sellers have racked up billions of dollars in losses since meme mania emerged. The latest data&nbsp;provided&nbsp;by third-party research reveals that, as of July 20, shorts had incurred year-to-date losses of $3.8 billion.</p>\n<p>Short seller losses are probably even higher now, since AMC stock has spiked 20% in August alone. Amid a new wave of optimism, bears might be playing with fire. How long will they withstand the upward pressures? Apes’ bet: not very long.</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>AMC Stock: Running Of The Bulls Knocks Short Sellers Down</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\">\nAMC Stock: Running Of The Bulls Knocks Short Sellers Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197918153","content_text":"The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also positive, AMC surged 20% and finally broke into the $40 levels once again.\nNot yet satisfied, ambitious apes still believe that the recent move in AMC is just the tip of the iceberg, and that the path to the moon is gradually being paved. Wall Street Memes reviews AMC stock’s recent performance.\nBroad market strength\nThe US stock market had a record-breaking dayon August 24. In a week marked by chatter around monetary policy and the Jackson Hole symposium, vaccine approval news and the Chinese market’s retraction helped to fuel the market’s euphoria in the US.\nAMC trading volume reached about 220 million shares on August 24, more than double the average 10-day metric.\nFigure 1: AMC historical data and trading volume.\nBullish drivers\nAMC’s popularity across the main online discussion boards remains at peak levels. The top meme stock’s performance mirrored WallStreetBets’ commentary volume, although correlation does not necessarily mean causation.\nFigure 2: WSB ticker sentiment - AMC.Swaggy Stocks\nShort interest remains elevated and on the rise, at around 18% according to Yahoo Finance. Also, Wall Street analysts' bearishness towards the stock has served as fuel for defying AMC apes in their quest to squeeze short sellers out.\nThe company’s recent financial performance may also be playing a role in stock price action. The above-expectations Q2 earnings report, which pointed at a scenario of post-pandemic recovery for AMC, reinforces the fundamentalist thesis. Keep in mind, however, that meme mania has much more to do with momentum and market dynamics than with business fundamentals.\nSEC looking closely at dark pools\nOne of the biggest complaints and concerns of AMC shareholders is the lack of transparency in the market. There seems to be a consensus among the ape community that dark pool activities and naked short selling could be hampering AMC's ride to new highs.\nRecently, SEC Chair Gay Genslerspoke directly on the matter, stating that the agency is looking closely at dark pool activities to protect investors. While no firm action has been taken yet, the SEC’s willingness to address the issue can be seen as positive news.\nShort sellers get slapped\nWith over 92 million AMC shares currently shorted, sellers have racked up billions of dollars in losses since meme mania emerged. The latest data provided by third-party research reveals that, as of July 20, shorts had incurred year-to-date losses of $3.8 billion.\nShort seller losses are probably even higher now, since AMC stock has spiked 20% in August alone. Amid a new wave of optimism, bears might be playing with fire. How long will they withstand the upward pressures? Apes’ bet: not very long.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810050690,"gmtCreate":1629936070610,"gmtModify":1633681385387,"author":{"id":"3585873168332779","authorId":"3585873168332779","name":"ilovekirby","avatar":"https://static.tigerbbs.com/150e39396270b3385fcaa9d5b241a4e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585873168332779","authorIdStr":"3585873168332779"},"themes":[],"htmlText":"These are good tickers to buy and hold, just haveto be patient. [Grin]&nbsp;","listText":"These are good tickers to buy and hold, just haveto be patient. [Grin]&nbsp;","text":"These are good tickers to buy and hold, just haveto be patient. [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810050690","repostId":"1147590416","repostType":2,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}