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Tiger Certification: 来自马来西亚投资美股达人，产业趋势投资法才是王道

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01-14

heng ong huat ah everyone

01-13

Let's win together hahaha

01-12

Thank you tiger brokers

01-11

Thank you tiger brokers you are the best

01-10

Thank you tiger brokers you are the best

01-09

Support tiger brokers, the best brokers in SEA 🥰

01-08

Tiger brokers always so awesome, many events

01-07

I love tiger brokers, the best brokers in the town woohoo

01-06

I love tiger brokers, top brokers firm in SEA

01-05

Heng ong huat ah everyone

01-04

Thank you tiger brokers such a great platform

01-03

Happy new year everyone

01-02

Tiger event must join & have fun la

01-01

Very fun, must join tiger event woohoo

2023-12-31

Happy new year everyone

2023-12-30

Happy new year everyone

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

2023-12-30

Merry Christmas & happy new year

2023-12-29

Merry Christmas and happy new year everyone

2023-11-07

Thank you tiger brokers

2023-11-06

Thank you tiger brokers

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everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257712305311744","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","listText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","text":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257711640502544,"gmtCreate":1703951782890,"gmtModify":1703951786781,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560825566709184","idStr":"3560825566709184"},"themes":[],"htmlText":"Merry Christmas &amp; happy new year&nbsp;","listText":"Merry Christmas &amp; happy new year&nbsp;","text":"Merry Christmas & happy new year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257711640502544","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257334334656704,"gmtCreate":1703859662352,"gmtModify":1703859666390,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560825566709184","idStr":"3560825566709184"},"themes":[],"htmlText":"Merry Christmas and happy new year everyone&nbsp;","listText":"Merry Christmas and happy new year everyone&nbsp;","text":"Merry Christmas and happy new year everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257334334656704","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238620162543616,"gmtCreate":1699286453691,"gmtModify":1699286457835,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560825566709184","idStr":"3560825566709184"},"themes":[],"htmlText":"Thank you tiger brokers","listText":"Thank you tiger brokers","text":"Thank you tiger brokers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238620162543616","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238242096304264,"gmtCreate":1699200128036,"gmtModify":1699200132069,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560825566709184","idStr":"3560825566709184"},"themes":[],"htmlText":"Thank you tiger brokers","listText":"Thank you tiger brokers","text":"Thank you tiger brokers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238242096304264","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9001234984,"gmtCreate":1641255704221,"gmtModify":1676533588944,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Gogogo TSMC 🔥","listText":"Gogogo TSMC 🔥","text":"Gogogo TSMC 🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001234984","repostId":"1145865545","repostType":2,"repost":{"id":"1145865545","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":1641221107,"share":"https://ttm.financial/m/news/1145865545?lang=&edition=fundamental","pubTime":"2022-01-03 22:45","market":"us","language":"en","title":"Semiconductor stocks jumped in morning trading, with TSM rising nearly 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145865545","media":"Tiger Newspress","summary":"Semiconductor stocks jumped in morning trading, with TSM rising nearly 5%.According to the latest re","content":"<html><head></head><body><p>Semiconductor stocks jumped in morning trading, with TSM rising nearly 5%.<img src=\"https://static.tigerbbs.com/177c0928f26e35ae8b789ba62c56399b\" tg-width=\"291\" tg-height=\"284\" width=\"100%\" height=\"auto\"/>According to the latest research report of Goldman Sachs, the growth rate of TSMC in 2022 will be higher than that in 2021 due to the rise of chip prices, the industry upgrading cycle of high performance computer (HPC) / 5G and other favorable factors. Two analysts at Goldman Sachs wrote in a report on Sunday that TSMC&#39;s US dollar revenue this year is expected to increase by 26.1% year-on-year, compared with 24.6% in 2021. The target price is raised from NT $1028 to NT $1035. The new target price means that the stock has 68% potential upward space compared with the closing price on December 30.</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>Semiconductor stocks jumped in morning trading, with TSM rising nearly 5%</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\">\nSemiconductor stocks jumped in morning trading, with TSM rising nearly 5%\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\">2022-01-03 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks jumped in morning trading, with TSM rising nearly 5%.<img src=\"https://static.tigerbbs.com/177c0928f26e35ae8b789ba62c56399b\" tg-width=\"291\" tg-height=\"284\" width=\"100%\" height=\"auto\"/>According to the latest research report of Goldman Sachs, the growth rate of TSMC in 2022 will be higher than that in 2021 due to the rise of chip prices, the industry upgrading cycle of high performance computer (HPC) / 5G and other favorable factors. Two analysts at Goldman Sachs wrote in a report on Sunday that TSMC&#39;s US dollar revenue this year is expected to increase by 26.1% year-on-year, compared with 24.6% in 2021. The target price is raised from NT $1028 to NT $1035. The new target price means that the stock has 68% potential upward space compared with the closing price on December 30.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145865545","content_text":"Semiconductor stocks jumped in morning trading, with TSM rising nearly 5%.According to the latest research report of Goldman Sachs, the growth rate of TSMC in 2022 will be higher than that in 2021 due to the rise of chip prices, the industry upgrading cycle of high performance computer (HPC) / 5G and other favorable factors. Two analysts at Goldman Sachs wrote in a report on Sunday that TSMC's US dollar revenue this year is expected to increase by 26.1% year-on-year, compared with 24.6% in 2021. The target price is raised from NT $1028 to NT $1035. The new target price means that the stock has 68% potential upward space compared with the closing price on December 30.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928623058,"gmtCreate":1671268264974,"gmtModify":1676538517955,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Avoid","listText":"Avoid","text":"Avoid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928623058","repostId":"2291076952","repostType":4,"repost":{"id":"2291076952","pubTimestamp":1671260506,"share":"https://ttm.financial/m/news/2291076952?lang=&edition=fundamental","pubTime":"2022-12-17 15:01","market":"us","language":"en","title":"Better Buy: Amazon vs. Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2291076952","media":"Motley Fool","summary":"Both of these stocks have excellent long-term outlooks, but one is unquestionably the better buy.","content":"<html><head></head><body><p>A stock market sell-off in 2022 has tanked the share prices of some of the world&#39;s most valuable companies, creating an excellent time to invest in growth stocks like <b>Amazon</b> (AMZN) and <b>Apple</b> (AAPL). These companies are known as leaders of their respective industries, yet have watched their stocks suffer double-digit declines over the past year.</p><p>Regardless, Amazon and Apple continue to have great long-term outlooks, making both of their stocks worth an investment. However, if you&#39;re only looking to add one stock to your portfolio, you might wonder which is the better buy. So, let&#39;s assess.</p><h2>1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Amazon has come a long way since starting out as an online book retailer in 1994, expanding into several lucrative industries. The company&#39;s stock has plummeted 46% since January amid macroeconomic headwinds. However, its diverse business has continued to see revenue growth in 2022, a promising sign for its future.</p><p>In the third quarter of 2022, Amazon&#39;s revenue rose 14.7% year over year to $127.1 billion, with operating income coming in at $2.5 billion.</p><p>In its e-commerce business, the company&#39;s North American segment increased by 20% to $78.8 billion, and its international revenue decreased by 5% to $27.7 billion. However, its earnings abroad primarily suffered from changes in foreign exchange rates, resulting in a strong dollar. Thus, Amazon&#39;s international revenue rose 12%, excluding exchange fluctuations.</p><p>The bright spot of Amazon&#39;s year amid an economic downturn has, no doubt, been its cloud computing business, Amazon Web Services (AWS). The platform&#39;s segment made up 100% of the company&#39;s operating income in Q3 2022, with revenue increasing 27% year over year to $20.5 billion.</p><p>While a potential recession in 2023 could lead to further declines in its e-commerce business, AWS&#39;s continued growth over the last year proves it will likely continue flourishing no matter the economic climate and prop the company up through a possibly challenging year.</p><p>However, according to the Federal Reserve, consumer spending has risen for the last three quarters. If this continues on its current trajectory, Amazon could see a return to operating income in its e-commerce business next year, along with continued growth in AWS.</p><h2>2. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p>Despite falling 21% year to date, Apple stock has risen 228% over the last five years, making it one of the best growth companies out there. By comparison, Amazon&#39;s stock has increased by 55% in five years.</p><p>In a year plagued by tech industry declines, Apple has reported strong sales for its products. In the fourth quarter of 2022, the company&#39;s iPhone revenue increased by 9.6% to $42.6 billion despite worldwide smartphone shipments decreasing by 9.7%, according to IDC.</p><p>Similarly, the company&#39;s Mac segment reported growth of 25.3% year over year, hitting $11.5 billion, while worldwide PC shipments fell 15%.</p><p>Apple has attracted investor concern over the last month because of its dependence on China for iPhone production as the smartphones made up 52% of the company&#39;s revenue in its fiscal 2022. COVID-19 restrictions in the country have strained production and motivated Apple to begin diversifying its iPhone manufacturing.</p><p>The company is now making a portion of its iPhone 14s in India, with <b>JP Morgan Chase </b>estimating that about 25% of all Apple&#39;s products will be produced there by 2025. It could take years for Apple to move out of China completely; however, that doesn&#39;t dampen its long-term prospects.</p><p>In addition to diversifying its product manufacturing, the company has a swiftly growing services business that could alleviate pressure from its iPhone segment. As Apple&#39;s second-biggest segment in its fiscal 2022, services revenue rose 14% year over year to $78.1 billion. By contrast, iPhone revenue increased by 7% during the year.</p><p>Regarding key metrics for Amazon and Apple, Amazon&#39;s price-to-earnings ratio is at 84, rising 27% in the last year. Meanwhile, Apple&#39;s is about 23 after declining 24% since last December.</p><p>In terms of free cash flow, Amazon&#39;s stood at a negative 26.3 billion as of Sept. 30, while Apple&#39;s came in at $111.44 billion.</p><p>Amazon continues to have an excellent outlook over the long term. However, Apple has fared far better in 2022, and the stock currently offers more value. Additionally, the company&#39;s ability to keep up stellar demand for its products in a poor economic climate makes its stock undoubtedly a more reliable and better buy.</p></body></html>","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>Better Buy: Amazon vs. Apple</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\">\nBetter Buy: Amazon vs. Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A stock market sell-off in 2022 has tanked the share prices of some of the world's most valuable companies, creating an excellent time to invest in growth stocks like Amazon (AMZN) and Apple (AAPL). ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291076952","content_text":"A stock market sell-off in 2022 has tanked the share prices of some of the world's most valuable companies, creating an excellent time to invest in growth stocks like Amazon (AMZN) and Apple (AAPL). These companies are known as leaders of their respective industries, yet have watched their stocks suffer double-digit declines over the past year.Regardless, Amazon and Apple continue to have great long-term outlooks, making both of their stocks worth an investment. However, if you're only looking to add one stock to your portfolio, you might wonder which is the better buy. So, let's assess.1. AmazonAmazon has come a long way since starting out as an online book retailer in 1994, expanding into several lucrative industries. The company's stock has plummeted 46% since January amid macroeconomic headwinds. However, its diverse business has continued to see revenue growth in 2022, a promising sign for its future.In the third quarter of 2022, Amazon's revenue rose 14.7% year over year to $127.1 billion, with operating income coming in at $2.5 billion.In its e-commerce business, the company's North American segment increased by 20% to $78.8 billion, and its international revenue decreased by 5% to $27.7 billion. However, its earnings abroad primarily suffered from changes in foreign exchange rates, resulting in a strong dollar. Thus, Amazon's international revenue rose 12%, excluding exchange fluctuations.The bright spot of Amazon's year amid an economic downturn has, no doubt, been its cloud computing business, Amazon Web Services (AWS). The platform's segment made up 100% of the company's operating income in Q3 2022, with revenue increasing 27% year over year to $20.5 billion.While a potential recession in 2023 could lead to further declines in its e-commerce business, AWS's continued growth over the last year proves it will likely continue flourishing no matter the economic climate and prop the company up through a possibly challenging year.However, according to the Federal Reserve, consumer spending has risen for the last three quarters. If this continues on its current trajectory, Amazon could see a return to operating income in its e-commerce business next year, along with continued growth in AWS.2. AppleDespite falling 21% year to date, Apple stock has risen 228% over the last five years, making it one of the best growth companies out there. By comparison, Amazon's stock has increased by 55% in five years.In a year plagued by tech industry declines, Apple has reported strong sales for its products. In the fourth quarter of 2022, the company's iPhone revenue increased by 9.6% to $42.6 billion despite worldwide smartphone shipments decreasing by 9.7%, according to IDC.Similarly, the company's Mac segment reported growth of 25.3% year over year, hitting $11.5 billion, while worldwide PC shipments fell 15%.Apple has attracted investor concern over the last month because of its dependence on China for iPhone production as the smartphones made up 52% of the company's revenue in its fiscal 2022. COVID-19 restrictions in the country have strained production and motivated Apple to begin diversifying its iPhone manufacturing.The company is now making a portion of its iPhone 14s in India, with JP Morgan Chase estimating that about 25% of all Apple's products will be produced there by 2025. It could take years for Apple to move out of China completely; however, that doesn't dampen its long-term prospects.In addition to diversifying its product manufacturing, the company has a swiftly growing services business that could alleviate pressure from its iPhone segment. As Apple's second-biggest segment in its fiscal 2022, services revenue rose 14% year over year to $78.1 billion. By contrast, iPhone revenue increased by 7% during the year.Regarding key metrics for Amazon and Apple, Amazon's price-to-earnings ratio is at 84, rising 27% in the last year. Meanwhile, Apple's is about 23 after declining 24% since last December.In terms of free cash flow, Amazon's stood at a negative 26.3 billion as of Sept. 30, while Apple's came in at $111.44 billion.Amazon continues to have an excellent outlook over the long term. However, Apple has fared far better in 2022, and the stock currently offers more value. Additionally, the company's ability to keep up stellar demand for its products in a poor economic climate makes its stock undoubtedly a more reliable and better buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109458138,"gmtCreate":1619712193524,"gmtModify":1704271283870,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Gogogo nio&nbsp;","listText":"Gogogo nio&nbsp;","text":"Gogogo nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/109458138","repostId":"1183966356","repostType":4,"repost":{"id":"1183966356","pubTimestamp":1619665696,"share":"https://ttm.financial/m/news/1183966356?lang=&edition=fundamental","pubTime":"2021-04-29 11:08","market":"us","language":"en","title":"NIO Q1 2021 Earnings Report Preview: What to Look For","url":"https://stock-news.laohu8.com/highlight/detail?id=1183966356","media":"InvestoPedia","summary":"Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.Revenue is expected to soar on expanding vehicle sales.NIO Inc. , like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles . NIO's production stoppage in late March had little impact on the company's record ve","content":"<p>Focus on NIO vehicle deliveries</p>\n<p><b>KEY TAKEAWAYS</b></p>\n<ul>\n <li>Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.</li>\n <li>Vehicle deliveries, already announced, rose dramatically YOY.</li>\n <li>Revenue is expected to soar on expanding vehicle sales.</li>\n</ul>\n<p>NIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.</p>\n<p>Investors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.</p>\n<p>Vehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.</p>\n<p>Shares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&amp;P 500's total return of 45.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e1a915810ccbc7f07ec2adf16865b\" tg-width=\"3004\" tg-height=\"1798\"><span>Source: TradingView.</span></p>\n<p><b>NIO Earnings History</b></p>\n<p>The stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's&nbsp;Q4 FY 2020 earnings&nbsp;report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its&nbsp;gross margin&nbsp;rose to 17.2% compared to negative 8.9% in the year-ago quarter.</p>\n<p>In Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.</p>\n<p>Analysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d412a9c0aea28621f713f5afbfba444c\" tg-width=\"885\" tg-height=\"352\"><span>Source: Visible Alpha; NIO Inc.</span></p>\n<p><b>The Key Metric</b></p>\n<p>As mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.</p>\n<p>NIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.</p>","source":"lsy1606203311635","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>NIO Q1 2021 Earnings Report Preview: What to Look For</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\">\nNIO Q1 2021 Earnings Report Preview: What to Look For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 11:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991><strong>InvestoPedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is ...</p>\n\n<a href=\"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183966356","content_text":"Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is expected to soar on expanding vehicle sales.\n\nNIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.\nInvestors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.\nVehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.\nShares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.\nSource: TradingView.\nNIO Earnings History\nThe stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.\nIn Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.\nAnalysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.\nSource: Visible Alpha; NIO Inc.\nThe Key Metric\nAs mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.\nNIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137903876,"gmtCreate":1622277446695,"gmtModify":1704182635784,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Oh no Tesla&nbsp;","listText":"Oh no Tesla&nbsp;","text":"Oh no Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/137903876","repostId":"2138765488","repostType":4,"repost":{"id":"2138765488","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1622215232,"share":"https://ttm.financial/m/news/2138765488?lang=&edition=fundamental","pubTime":"2021-05-28 23:20","market":"us","language":"en","title":"Tesla shares dip on recall rumors","url":"https://stock-news.laohu8.com/highlight/detail?id=2138765488","media":"Reuters","summary":"May 28  - Shares of Tesla Inc fell more than 1% on Friday after an unverified tweet said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.","content":"<p>May 28 (Reuters) - Shares of Tesla Inc&nbsp;fell more than 1% on Friday after an unverified tweet&nbsp;said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.</p><p><img src=\"https://static.tigerbbs.com/ba675bb3c29017bd5165f1d31830b19e\" tg-width=\"794\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p>Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.</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>Tesla shares dip on recall rumors</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 shares dip on recall rumors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-28 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 28 (Reuters) - Shares of Tesla Inc&nbsp;fell more than 1% on Friday after an unverified tweet&nbsp;said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.</p><p><img src=\"https://static.tigerbbs.com/ba675bb3c29017bd5165f1d31830b19e\" tg-width=\"794\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p>Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138765488","content_text":"May 28 (Reuters) - Shares of Tesla Inc fell more than 1% on Friday after an unverified tweet said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089775676,"gmtCreate":1650039146195,"gmtModify":1676534634588,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"happy good Friday 🔥","listText":"happy good Friday 🔥","text":"happy good Friday 🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089775676","repostId":"1133070824","repostType":4,"repost":{"id":"1133070824","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":1649399100,"share":"https://ttm.financial/m/news/1133070824?lang=&edition=fundamental","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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>Reminder: Holiday Trading Hours during Good Friday and Easter</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\">\nReminder: Holiday Trading Hours during Good Friday and Easter\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\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035620118,"gmtCreate":1647586217126,"gmtModify":1676534247924,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Wait for&nbsp;correction&nbsp;","listText":"Wait for&nbsp;correction&nbsp;","text":"Wait for correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035620118","repostId":"2220745065","repostType":4,"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095640799,"gmtCreate":1644907883496,"gmtModify":1676533974605,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Stay away, TQ","listText":"Stay away, TQ","text":"Stay away, TQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095640799","repostId":"1188489965","repostType":4,"repost":{"id":"1188489965","pubTimestamp":1644884966,"share":"https://ttm.financial/m/news/1188489965?lang=&edition=fundamental","pubTime":"2022-02-15 08:29","market":"us","language":"en","title":"Is PLTR Stock a Buy Right Now? 3 Analysts Weigh In on Palantir Price Predictions.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188489965","media":"InvestorPlace","summary":"Palantir(NYSE:PLTR) stock has not exactly been having a great year, down more than 25% year to date.","content":"<html><head></head><body><p><b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) stock has not exactly been having a great year, down more than 25% year to date. With the tech sector’s poor price performance in 2022 thus far, Palantir is currently trading close to its 52-week low of $11.75. Does this mean that PLTR stock is a buy right now?</p><p>Palantir willreport earningsfor the fourth quarter on Feb. 17. Ahead of time, the company has provided guidance of 30% annual growth for the next 5 years, which would equate to revenue of at least $6 billion by 2026. However, many investors are concerned about a slowdown in commercial growth. Excluding revenue from special purpose acquisition companies (SPACs), Palantir’s Q3 commercial revenue grew by22% year over year(YOY). This revenue growth rate represents a decline from Q2’s 25% YOY growth.</p><p>Furthermore, CEO Alex Karp released his annual shareholder letter today. The letter addresses several themes, such as the prevalence of software, the company’s relationship with the U.S. government, and the problems that Palantir seeks to address. While no financial updates were provided, investors will surely receive more clarity when Palantir reports earnings.</p><p>With Palantir expected to report earnings soon, investors are wondering how Wall Street feels about PLTR stock price predictions. Let’s take a look.</p><p>PLTR Stock: 3 Analysts Weigh In On Palantir Price Predictions</p><ul><li>Credit Suisse has a price target of $25. Analyst Phil Winslow believes that Palantir’s Foundry platform could create “significant value” within commercial businesses. Winslow adds that Palantir’s biggest risk is customer concentration. Finally, the analyst notes that he would like to see evidence on the “evolution of Palantir’s go-to-market model to acquire new commercial clients” to become more bullish on the company.</li><li>Jefferies has a price target of $21. Analyst Brent Thill believes that fourth-quarter revenue will increase by 30% YOY. In addition, while acknowledging Palantir’s recent commercial revenue slowdown, the analyst believes that the “next leg of growth will likely be driven by further acceleration from the commercial business.”</li><li>William Blair has a price target between $12 and $16. Analyst Kamil Mielczarek notes that Palantir did not win any significant “new work” during the quarter that ended Sept. 30. Like Thill, Mielczarek is concerned about a slowdown in commercial growth.</li></ul></body></html>","source":"lsy1606302653667","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>Is PLTR Stock a Buy Right Now? 3 Analysts Weigh In on Palantir Price Predictions.</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\">\nIs PLTR Stock a Buy Right Now? 3 Analysts Weigh In on Palantir Price Predictions.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/is-pltr-stock-a-buy-right-now-3-analysts-weigh-in-on-palantir-price-predictions/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir(NYSE:PLTR) stock has not exactly been having a great year, down more than 25% year to date. With the tech sector’s poor price performance in 2022 thus far, Palantir is currently trading close...</p>\n\n<a href=\"https://investorplace.com/2022/02/is-pltr-stock-a-buy-right-now-3-analysts-weigh-in-on-palantir-price-predictions/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/02/is-pltr-stock-a-buy-right-now-3-analysts-weigh-in-on-palantir-price-predictions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188489965","content_text":"Palantir(NYSE:PLTR) stock has not exactly been having a great year, down more than 25% year to date. With the tech sector’s poor price performance in 2022 thus far, Palantir is currently trading close to its 52-week low of $11.75. Does this mean that PLTR stock is a buy right now?Palantir willreport earningsfor the fourth quarter on Feb. 17. Ahead of time, the company has provided guidance of 30% annual growth for the next 5 years, which would equate to revenue of at least $6 billion by 2026. However, many investors are concerned about a slowdown in commercial growth. Excluding revenue from special purpose acquisition companies (SPACs), Palantir’s Q3 commercial revenue grew by22% year over year(YOY). This revenue growth rate represents a decline from Q2’s 25% YOY growth.Furthermore, CEO Alex Karp released his annual shareholder letter today. The letter addresses several themes, such as the prevalence of software, the company’s relationship with the U.S. government, and the problems that Palantir seeks to address. While no financial updates were provided, investors will surely receive more clarity when Palantir reports earnings.With Palantir expected to report earnings soon, investors are wondering how Wall Street feels about PLTR stock price predictions. Let’s take a look.PLTR Stock: 3 Analysts Weigh In On Palantir Price PredictionsCredit Suisse has a price target of $25. Analyst Phil Winslow believes that Palantir’s Foundry platform could create “significant value” within commercial businesses. Winslow adds that Palantir’s biggest risk is customer concentration. Finally, the analyst notes that he would like to see evidence on the “evolution of Palantir’s go-to-market model to acquire new commercial clients” to become more bullish on the company.Jefferies has a price target of $21. Analyst Brent Thill believes that fourth-quarter revenue will increase by 30% YOY. In addition, while acknowledging Palantir’s recent commercial revenue slowdown, the analyst believes that the “next leg of growth will likely be driven by further acceleration from the commercial business.”William Blair has a price target between $12 and $16. Analyst Kamil Mielczarek notes that Palantir did not win any significant “new work” during the quarter that ended Sept. 30. Like Thill, Mielczarek is concerned about a slowdown in commercial growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099263395755910","authorId":"4099263395755910","name":"AhBart","avatar":"https://static.itradeup.com/news/5c8a0140b30f2d6c3be37b2ad1a1efe8","crmLevel":6,"crmLevelSwitch":0,"idStr":"4099263395755910","authorIdStr":"4099263395755910"},"content":"Perhaps totally ignore as well !","text":"Perhaps totally ignore as well !","html":"Perhaps totally ignore as well !"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007787373,"gmtCreate":1643009767612,"gmtModify":1676533764670,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Stay away Pltr 🤭","listText":"Stay away Pltr 🤭","text":"Stay away Pltr 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007787373","repostId":"1119030155","repostType":4,"repost":{"id":"1119030155","pubTimestamp":1643006363,"share":"https://ttm.financial/m/news/1119030155?lang=&edition=fundamental","pubTime":"2022-01-24 14:39","market":"us","language":"en","title":"Is Palantir Stock A Buy Or Sell At Its Current Valuation?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119030155","media":"Seeking Alpha","summary":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.</li><li>Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.</li><li>Yet, there have been no material changes to the bullish thesis supporting Palantir&#39;s growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.</li><li>Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5fa252b01d9bd84e39574343c9fb409\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p>Palantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.</p><p>While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir&#39;s stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.</p><p><b>Near-Term Considerations for Palantir</b></p><p>In line with the broader market, Palantir&#39;s stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&amp;P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.</p><p>However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.</p><p>While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.</p><p>The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.</p><p><b>Long-Term Considerations for Palantir</b></p><p>Over the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.</p><p>The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.</p><p>The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.</p><p>TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.</p><p>Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&amp;D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.</p><p><b>Where Might PLTR Stock be Headed?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d650f70bbfb8bc052e908d417257b5a\" tg-width=\"640\" tg-height=\"229\" width=\"100%\" height=\"auto\"/><span>PLTR 12-Month Price Target</span></p><p>Considering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.</p><p><i>i. Base Case Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c624a7c885aef549ec989f3dd322797\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"/><span>PLTR Valuation Analysis</span></p><p><i>ii. Sensitivity Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca8d5aad1d10fe2ae2a8c1f5a8c0be9d\" tg-width=\"640\" tg-height=\"177\" width=\"100%\" height=\"auto\"/><span>PLTR Sensitivity Analysis</span></p><p><i>iii. Base Case Financial Forecast:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c204cfbe554afece4b31e797ea06a30\" tg-width=\"640\" tg-height=\"169\" width=\"100%\" height=\"auto\"/><span>PLTR Base Case Financial Forecast</span></p><p>While Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.</p><p>And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.</p><blockquote>As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we&#39;ve been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.</blockquote><blockquote>Source:Q3 2021 Earnings Call Transcript</blockquote><p>This is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.</p><p>Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.</p><p>We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.</p><p><b>Conclusion</b></p><p>Palantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.</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>Is Palantir Stock A Buy Or Sell At Its Current Valuation?</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\">\nIs Palantir Stock A Buy Or Sell At Its Current Valuation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119030155","content_text":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.Yet, there have been no material changes to the bullish thesis supporting Palantir's growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.Sundry Photography/iStock Editorial via Getty ImagesPalantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir's stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.Near-Term Considerations for PalantirIn line with the broader market, Palantir's stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.Long-Term Considerations for PalantirOver the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.Where Might PLTR Stock be Headed?PLTR 12-Month Price TargetConsidering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.i. Base Case Valuation Analysis:PLTR Valuation Analysisii. Sensitivity Analysis:PLTR Sensitivity Analysisiii. Base Case Financial Forecast:PLTR Base Case Financial ForecastWhile Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we've been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.Source:Q3 2021 Earnings Call TranscriptThis is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.ConclusionPalantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004682791,"gmtCreate":1642583506429,"gmtModify":1676533724962,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Gogogo ASML 🔥","listText":"Gogogo ASML 🔥","text":"Gogogo ASML 🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004682791","repostId":"1181059191","repostType":4,"repost":{"id":"1181059191","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":1642583062,"share":"https://ttm.financial/m/news/1181059191?lang=&edition=fundamental","pubTime":"2022-01-19 17:04","market":"us","language":"en","title":"ASML Shares Climbed Nearly 3% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1181059191","media":"Tiger Newspress","summary":"ASML shares climbed nearly 3% in premarket trading after reporting better-than-expected fourth-quart","content":"<html><head></head><body><p>ASML shares climbed nearly 3% in premarket trading after reporting better-than-expected fourth-quarter earnings.</p><p><img src=\"https://static.tigerbbs.com/aa6d70a84639246e657916f4b85771ff\" tg-width=\"843\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>ASML Holding NV, a key supplier to computer chip makers, on Wednesday reported better-than-expected fourth-quarter earnings of 1.77 billion euros ($2.01 billion) and said it expected sales growth of 20% in 2022.</p><p>&#34;The expected impact of the fire in part of a building at our Berlin site is included&#34;, in the 2022 growth forecast, the Chief Executive Officert Peter Wennink said in a statement.</p><p>&#34;Based on our current insights, we believe we can manage the consequences of this fire without significant impact on our system output for 2022.&#34;</p><p>Analysts had expected net profit of 1.51 billion euros ($1.72 billion), up from 1.35 billion euros a year earlier, according to Refinitiv data. The earnings beat came from better than expected margins of 54.2%, as sales of 5 billion euros was slightly below analyst estimates of 5.1 billion euros.</p><p>ASML is trying to expand production as its customers, which include TSMC, Samsung, Intel, invest heavily in new capacity to try to ease a global semiconductor shortage.</p><p>The company said it would continue to struggle to meet demand this year, and forecast first-quarter sales of 3.3-3.5 billion euros.</p><p>The lower number comes amid some of its systems being shipped to customers before they have gone through final testing, which means 2 billion euros in extra revenue will be recognised in future quarters, it added.</p><p>In September, it said it was benefiting from long-term trends in the electronics industry and expected double-digit annual sales growth throughout the 2020s.</p><p>The company also said on Wednesday it would double its 2021 dividend to 5.50 euros.</p><p>However, investors received a shock at the start of 2022, when the company suffered a fire at a factory in Berlin.</p><p>The Veldhoven, Netherlands-based company&#39;s shares, which quadrupled over 2018-2021, closed at 641.4 euros on Tuesday and are down 9.2% this year.</p><p>($1 = 0.8828 euros)</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>ASML Shares Climbed Nearly 3% in Premarket Trading</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\">\nASML Shares Climbed Nearly 3% in Premarket Trading\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\">2022-01-19 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ASML shares climbed nearly 3% in premarket trading after reporting better-than-expected fourth-quarter earnings.</p><p><img src=\"https://static.tigerbbs.com/aa6d70a84639246e657916f4b85771ff\" tg-width=\"843\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>ASML Holding NV, a key supplier to computer chip makers, on Wednesday reported better-than-expected fourth-quarter earnings of 1.77 billion euros ($2.01 billion) and said it expected sales growth of 20% in 2022.</p><p>&#34;The expected impact of the fire in part of a building at our Berlin site is included&#34;, in the 2022 growth forecast, the Chief Executive Officert Peter Wennink said in a statement.</p><p>&#34;Based on our current insights, we believe we can manage the consequences of this fire without significant impact on our system output for 2022.&#34;</p><p>Analysts had expected net profit of 1.51 billion euros ($1.72 billion), up from 1.35 billion euros a year earlier, according to Refinitiv data. The earnings beat came from better than expected margins of 54.2%, as sales of 5 billion euros was slightly below analyst estimates of 5.1 billion euros.</p><p>ASML is trying to expand production as its customers, which include TSMC, Samsung, Intel, invest heavily in new capacity to try to ease a global semiconductor shortage.</p><p>The company said it would continue to struggle to meet demand this year, and forecast first-quarter sales of 3.3-3.5 billion euros.</p><p>The lower number comes amid some of its systems being shipped to customers before they have gone through final testing, which means 2 billion euros in extra revenue will be recognised in future quarters, it added.</p><p>In September, it said it was benefiting from long-term trends in the electronics industry and expected double-digit annual sales growth throughout the 2020s.</p><p>The company also said on Wednesday it would double its 2021 dividend to 5.50 euros.</p><p>However, investors received a shock at the start of 2022, when the company suffered a fire at a factory in Berlin.</p><p>The Veldhoven, Netherlands-based company&#39;s shares, which quadrupled over 2018-2021, closed at 641.4 euros on Tuesday and are down 9.2% this year.</p><p>($1 = 0.8828 euros)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181059191","content_text":"ASML shares climbed nearly 3% in premarket trading after reporting better-than-expected fourth-quarter earnings.ASML Holding NV, a key supplier to computer chip makers, on Wednesday reported better-than-expected fourth-quarter earnings of 1.77 billion euros ($2.01 billion) and said it expected sales growth of 20% in 2022.\"The expected impact of the fire in part of a building at our Berlin site is included\", in the 2022 growth forecast, the Chief Executive Officert Peter Wennink said in a statement.\"Based on our current insights, we believe we can manage the consequences of this fire without significant impact on our system output for 2022.\"Analysts had expected net profit of 1.51 billion euros ($1.72 billion), up from 1.35 billion euros a year earlier, according to Refinitiv data. The earnings beat came from better than expected margins of 54.2%, as sales of 5 billion euros was slightly below analyst estimates of 5.1 billion euros.ASML is trying to expand production as its customers, which include TSMC, Samsung, Intel, invest heavily in new capacity to try to ease a global semiconductor shortage.The company said it would continue to struggle to meet demand this year, and forecast first-quarter sales of 3.3-3.5 billion euros.The lower number comes amid some of its systems being shipped to customers before they have gone through final testing, which means 2 billion euros in extra revenue will be recognised in future quarters, it added.In September, it said it was benefiting from long-term trends in the electronics industry and expected double-digit annual sales growth throughout the 2020s.The company also said on Wednesday it would double its 2021 dividend to 5.50 euros.However, investors received a shock at the start of 2022, when the company suffered a fire at a factory in Berlin.The Veldhoven, Netherlands-based company's shares, which quadrupled over 2018-2021, closed at 641.4 euros on Tuesday and are down 9.2% this year.($1 = 0.8828 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008341914,"gmtCreate":1641373479575,"gmtModify":1676533607047,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Nvidia gogogo&nbsp;","listText":"Nvidia gogogo&nbsp;","text":"Nvidia gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008341914","repostId":"1155972670","repostType":4,"repost":{"id":"1155972670","pubTimestamp":1641364775,"share":"https://ttm.financial/m/news/1155972670?lang=&edition=fundamental","pubTime":"2022-01-05 14:39","market":"us","language":"en","title":"Nvidia's Bull Run May Continue, But Micron Is A Better Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1155972670","media":"Seeking Alpha","summary":"SummaryNvidia and Micron are two semiconductor giants, but Nvidia has been a better performer and a ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia and Micron are two semiconductor giants, but Nvidia has been a better performer and a more popular stock lately.</li><li>Although Nvidia&#39;s semiconductors are irreplaceable, their past growth rate appears unsustainable.</li><li>On the other hand, Micron&#39;s bull run could just be getting started, and its growth is becoming less cyclical.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6691b70fdc966ffa4fdf41f48e2288a1\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Jae Young Ju/iStock via Getty Images</span></p><p><b>Thesis</b></p><p>Both NVIDIA (NASDAQ:NVDA) and Micron (NASDAQ:MU) are semiconductor giants benefiting from strong growth trends in data centers, self-driving cars, and other high tech fields. From a purely business perspective, Nvidia&#39;s capital-light operations and market leadership make it preferable. However, at a 6x cheaper valuation, Micron is the better buy now.</p><p><b>Introduction</b></p><p>Nvidia&#39;s bull run over the past couple years made it by far the most valuable semiconductor company. In fact, it&#39;s now the 8th most valuable company in the world. Among semiconductor companies, only TSMC (NYSE:TSM) joins it in the top 25. This status has given Nvidia a reputation as the premier &#34;picks and shovels&#34; play of futuristic tech.</p><p>It&#39;s certainly true that Nvidia is<i>a</i>picks and shovels play. Nvidia&#39;s GPUs - which specialize in highly parallelized computing like graphics - are increasingly important in areas like data centers, cryptocurrency mining, and self-driving cars. Companies like Meta (NASDAQ:FB) are ramping up spending in these fields, which in Meta&#39;s case reportedly includes an all-in bet on Nvidia&#39;s GPUs. Widespread demand created a shortage of Nvidia products and drove the bull run that 6xed the stock from its March 2020 lows.</p><p>However, over half of that performance was driven by multiple expansion. Nvidia bottomed at 35 P/E in 2020, and now stands at nearly 100. This lofty multiple makes Nvidia look much further ahead of its semiconductor peers than it actually is.</p><p>To illustrate, Micron - which at a $104B market cap and P/E of 14 has flown comparatively under the radar - actually has more revenue than Nvidia. In the last 12 months, they brought in $27.7B compared to $24.3B from Nvidia. If Nvidia&#39;s P/E was applied to Micron, it would have a $713B market cap... just 5.6% smaller than Nvidia&#39;s.</p><p>From a business perspective, there&#39;s not much similarity between these two companies besides the fact that they both design semiconductors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/200b841ba17e382317f5508778ebf9ff\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"/><span>Source: Statista</span></p><p>Nvidia focuses on GPUs, a product that it invented. It has 83% market share, excluding integrated GPUs where Intel leads. This market share is partially protected by intellectual property.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0ecfd56031c9bfeb18ff874dc722363\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"/><span>Source: TECHDesign</span></p><p>On the other hand, Micron is a distant third in DRAM market share and only fifth in the crowded NAND space. Unlike Nvidia, Micron manufactures chips in addition to designing them and doesn&#39;t seem to have a noteworthy advantage when it comes to intellectual property.</p><p>DRAM and NAND are two types of memory chips. While GPUs specialize in performing a lot of operations very quickly, memory chips focus on storing a lot of information.</p><p>Memory chips are used alongside GPUs, and don&#39;t compete directly with them. Micron is partnered with Nvidia on a variety of offerings, helping both companies benefit from the same growth trends. In particular, both companies have highlighted AI, 5G, IoT, gaming, industrial, blockchain, the metaverse, and auto as areas that will drive future growth.</p><p>In the rest of this article, I&#39;ll explain why Nvidia&#39;s growth rate over the past year may not be sustainable, while Micron&#39;s future growth may be even better than it was in the past.</p><p><b>Nvidia&#39;s Growth Trajectory</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74dbfacbd6ae03fb40883b5dfea2bbf8\" tg-width=\"640\" tg-height=\"76\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha</span></p><p>According to Seeking Alpha, analysts project a 16-18% revenue and earnings CAGR for Nvidia over the next two years. For comparison, Nvidia is wrapping up a year where it will have grown earnings by about 73%.</p><p>What&#39;s causing the deceleration? One place to look is prior to 2021. Between 2005 and 2020, Nvidia&#39;s revenue grew at a CAGR of 12%. Adding 2021&#39;s historic growth brings it to 14% CAGR. So analysts are projecting slightly elevated growth relative to historic levels, which I think is reasonable. This level of growth is very impressive, and it was enough for Nvidia to generate strong returns even prior to this year.</p><p>This growth is also above the industry average. Since 2008, the only large cap semiconductor company with a revenue CAGR above 15% is Broadcom (NASDAQ:AVGO), which only broke this threshold due to acquisitions. Keep in mind that this is during the biggest tech bull run ever.</p><p>Famous investor Peter Lynch was skeptical of any company growing faster than 20% because of the difficulty of sustaining that growth, and the lack of exceptions to this rule in the semiconductor industry seems to prove him right. (There are plenty of exceptions in software though.)</p><p>At nearly 100 P/E and growing off of its largest revenue base ever, 2021 will be a difficult act for Nvidia to follow. Nvidia will have to grow significantly faster than 18% per year to justify its valuation relative to peers, since 18% growth would still put its PEG ratio above 5. If Nvidia delivers on its projected growth and trades flat for the next two years, it will have a<i>forward</i>P/E of 49.</p><p>It&#39;s also worth noting that semiconductor revenue is cyclical, so this isn&#39;t the first time that Nvidia has experienced strong growth. In both 2008 and 2018, Nvidia had growth of 34% of higher, but those years were followed by growth of -16% and 21% in the next year.</p><p>Just to highlight one area where growth doesn&#39;t look sustainable, Nvidia benefited from the increasing popularity of cryptocurrency in 2021. Nvidia has stated that it doesn&#39;t have visibility into exactly how much demand from crypto impacts revenue, but its products are used to mine cryptocurrency like Bitcoin (BTC-USD).</p><p>I&#39;m certainly not so bold as to call a top in Bitcoin, but historically it has been the case that the year after a halving has marked the start of a Bitcoin bear market. Additionally, altcoins that use proof of stake (including Ethereum, which will switch to proof of stake in 2022) have been gaining market share on Bitcoin. Proof of stake doesn&#39;t need Nvidia&#39;s GPUs because it doesn&#39;t do as much computation.</p><p>Micron benefits from cryptocurrency as well, since miners need a lot of power and a lot of memory. But the market&#39;s perception seems to be that Nvidia benefits more based on the well publicized GPU shortages related to mining, which could negatively impact Nvidia&#39;s stock if Bitcoin crashes. Additionally, Micron would not be as impacted by a switch to proof of stake.</p><p>Focusing only on cryptocurrency is a disservice to Nvidia&#39;s strong growth across the board. Revenue is growing rapidly in every segment:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcb18bde54e264f60139107ea74aba67\" tg-width=\"945\" tg-height=\"326\" width=\"100%\" height=\"auto\"/><span>Source: The Author</span></p><p>These segments all have enormous potential, and that could let Nvidia continue to grow quickly for years. I&#39;m not ruling out the possibility that Nvidia beats estimates and has positive returns in 2022 or the following years. Over the long term, I have no doubt that they will continue to grow revenue and do very well. I just see better places to deploy capital now, which brings us to Micron.</p><p><b>Micron&#39;s Growth Trajectory</b></p><p>Micron is no slouch either when it comes to growth. Between 2005 and 2020, their revenue had a 10% CAGR (compared to 12% for Nvidia). According to Micron, memory has been the fastest growing sub-field in semiconductors over the last two decades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2909ab175fa284b1247812cc9312e2d\" tg-width=\"930\" tg-height=\"330\" width=\"100%\" height=\"auto\"/><span>Source: Earnings Presentation</span></p><p>Micron breaks down its segments a bit differently than Nvidia, but its segments are all growing quickly as well. They highlight many of the same growth drivers as Nvidia. In particular, they saw 80% growth in industrial/IoT this year, and they expect 40-50% CAGR in the auto market over the next three years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f64ca0b97d8dd38525cee5bd53299cc\" tg-width=\"640\" tg-height=\"75\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha</span></p><p>Micron&#39;s fiscal year ends at a different time than Nvidia, so it&#39;s difficult to make head-to-head comparisons based on the estimates in the image above. But one easy point to make is that Micron&#39;s projected EPS growth in the one year ending August 2022 is 10% higher than Nvidia&#39;s projected EPS growth in the two years from January 2022 to January 2024.</p><p>These are just projections and they&#39;re often wrong. But Micron&#39;s projected EPS growth is based on just 16% revenue growth, which seems like an attainable target that&#39;s only slightly higher than its historic growth rate.</p><p>Ideally, an investment would be fairly valued based on earnings estimates so that a company doesn&#39;t have to wildly exceed expectations to deliver strong returns. I believe that&#39;s the case with Micron, since even using its historic 10% CAGR without factoring in this year&#39;s projected 46% growth, it has a PEG of just 1.4.</p><p>Another reason why I believe Micron&#39;s growth estimates are attainable is because of where they are in the supply/demand cycle. While Nvidia&#39;s revenue is breaking records every quarter, Micron still has less revenue now than it did in 2018. This is an industry-wide issue; revenue for Micron competitor SK Hynix also peaked in 2018.</p><p>It&#39;s not a foregone conclusion that revenue in the memory industry will reach another all-time high. But considering the strong growth trends that underpin the industry and the progress those trends have made since 2018, I think it&#39;s reasonable to assume that this will happen at some point.</p><p>There are a variety of other reasons why Micron&#39;s future growth could be steadier and more sustainable than it was in the past:</p><ul><li>75% of their revenue now comes from long term agreements based on close collaboration with customers. This is up from 10% five years ago.</li><li>The memory industry has consolidated (anyone remember Sandisk, Inotera, or Elpida?), which should lead to more favorable pricing and less risk of oversupply.</li><li>The adoption of capital intensive EUV manufacturing technology will make it more difficult for new entrants, especially in China where the tech is unavailable.</li><li>Micron could get support from the federal government as part of the CHIPS act, which appears to be more focused on manufacturing than design (and thus not as likely to benefit Nvidia).</li><li>Micron recently started paying a dividend, which indicates management&#39;s confidence that their cash flows are sustainable.</li></ul><p><b>Risks</b></p><p>To be clear, my thesis is that Micron will outperform Nvidia over the next few years, not that Nvidia&#39;s stock will decline. Great companies like Nvidia can trade at elevated multiples for a long time and I have no desire to short Nvidia. Even so, there are a couple reasons why this narrow thesis could fail and Micron could end up underperforming Nvidia.</p><p>The first is that Micron&#39;s moat sources are not as strong as Nvidia&#39;s. Micron&#39;s market position has improved as a result of the factors mentioned in the previous section. Even so, it&#39;s still a relatively small player compared to Samsung despite its market leadership in some verticals like low power DRAM. This could stop Micron from driving innovations through R&amp;D or exercising pricing power. On the other hand, Nvidia invented the GPU, owns substantial intellectual property related to it, and is the largest GPU player with the largest R&amp;D budget.</p><p>Micron has also benefitted from multiple expansion; a couple years ago it had a forward P/E of just 3. In that respect, Nvidia and Micron have both experienced a similar level of multiple expansion (about 5x). The difference is that Micron&#39;s current P/E of 14 is a reasonable multiple for a fast growing cyclical company with high teens revenue growth. Nvidia&#39;s current P/E of 93 is a reasonable multiple for a high quality company positioned to grow at 30%+ for years to come, which I doubt Nvidia (or any large cap semiconductor company) can do. Even so, both companies could be vulnerable to multiple contraction in the future. While I believe it&#39;s unlikely, Micron could benefit less from changes to its multiple than Nvidia.</p><p><b>Conclusion</b></p><p>Both Micron and Nvidia are great companies, but Nvidia is probably a better company in terms of market position and margins. I would be an avid buyer of Nvidia at 40-50 P/E, a level that I admit it may not fall to for a while. In the meantime, I&#39;m happy with a large position in Micron, which is an increasingly great company at a fair price.</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 Bull Run May Continue, But Micron Is A Better 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's Bull Run May Continue, But Micron Is A Better Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477940-nvidia-nvda-mu-bull-run-may-continue-micron-better-pick><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia and Micron are two semiconductor giants, but Nvidia has been a better performer and a more popular stock lately.Although Nvidia's semiconductors are irreplaceable, their past growth rate...</p>\n\n<a href=\"https://seekingalpha.com/article/4477940-nvidia-nvda-mu-bull-run-may-continue-micron-better-pick\">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","MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4477940-nvidia-nvda-mu-bull-run-may-continue-micron-better-pick","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155972670","content_text":"SummaryNvidia and Micron are two semiconductor giants, but Nvidia has been a better performer and a more popular stock lately.Although Nvidia's semiconductors are irreplaceable, their past growth rate appears unsustainable.On the other hand, Micron's bull run could just be getting started, and its growth is becoming less cyclical.Jae Young Ju/iStock via Getty ImagesThesisBoth NVIDIA (NASDAQ:NVDA) and Micron (NASDAQ:MU) are semiconductor giants benefiting from strong growth trends in data centers, self-driving cars, and other high tech fields. From a purely business perspective, Nvidia's capital-light operations and market leadership make it preferable. However, at a 6x cheaper valuation, Micron is the better buy now.IntroductionNvidia's bull run over the past couple years made it by far the most valuable semiconductor company. In fact, it's now the 8th most valuable company in the world. Among semiconductor companies, only TSMC (NYSE:TSM) joins it in the top 25. This status has given Nvidia a reputation as the premier \"picks and shovels\" play of futuristic tech.It's certainly true that Nvidia isapicks and shovels play. Nvidia's GPUs - which specialize in highly parallelized computing like graphics - are increasingly important in areas like data centers, cryptocurrency mining, and self-driving cars. Companies like Meta (NASDAQ:FB) are ramping up spending in these fields, which in Meta's case reportedly includes an all-in bet on Nvidia's GPUs. Widespread demand created a shortage of Nvidia products and drove the bull run that 6xed the stock from its March 2020 lows.However, over half of that performance was driven by multiple expansion. Nvidia bottomed at 35 P/E in 2020, and now stands at nearly 100. This lofty multiple makes Nvidia look much further ahead of its semiconductor peers than it actually is.To illustrate, Micron - which at a $104B market cap and P/E of 14 has flown comparatively under the radar - actually has more revenue than Nvidia. In the last 12 months, they brought in $27.7B compared to $24.3B from Nvidia. If Nvidia's P/E was applied to Micron, it would have a $713B market cap... just 5.6% smaller than Nvidia's.From a business perspective, there's not much similarity between these two companies besides the fact that they both design semiconductors.Source: StatistaNvidia focuses on GPUs, a product that it invented. It has 83% market share, excluding integrated GPUs where Intel leads. This market share is partially protected by intellectual property.Source: TECHDesignOn the other hand, Micron is a distant third in DRAM market share and only fifth in the crowded NAND space. Unlike Nvidia, Micron manufactures chips in addition to designing them and doesn't seem to have a noteworthy advantage when it comes to intellectual property.DRAM and NAND are two types of memory chips. While GPUs specialize in performing a lot of operations very quickly, memory chips focus on storing a lot of information.Memory chips are used alongside GPUs, and don't compete directly with them. Micron is partnered with Nvidia on a variety of offerings, helping both companies benefit from the same growth trends. In particular, both companies have highlighted AI, 5G, IoT, gaming, industrial, blockchain, the metaverse, and auto as areas that will drive future growth.In the rest of this article, I'll explain why Nvidia's growth rate over the past year may not be sustainable, while Micron's future growth may be even better than it was in the past.Nvidia's Growth TrajectorySource: Seeking AlphaAccording to Seeking Alpha, analysts project a 16-18% revenue and earnings CAGR for Nvidia over the next two years. For comparison, Nvidia is wrapping up a year where it will have grown earnings by about 73%.What's causing the deceleration? One place to look is prior to 2021. Between 2005 and 2020, Nvidia's revenue grew at a CAGR of 12%. Adding 2021's historic growth brings it to 14% CAGR. So analysts are projecting slightly elevated growth relative to historic levels, which I think is reasonable. This level of growth is very impressive, and it was enough for Nvidia to generate strong returns even prior to this year.This growth is also above the industry average. Since 2008, the only large cap semiconductor company with a revenue CAGR above 15% is Broadcom (NASDAQ:AVGO), which only broke this threshold due to acquisitions. Keep in mind that this is during the biggest tech bull run ever.Famous investor Peter Lynch was skeptical of any company growing faster than 20% because of the difficulty of sustaining that growth, and the lack of exceptions to this rule in the semiconductor industry seems to prove him right. (There are plenty of exceptions in software though.)At nearly 100 P/E and growing off of its largest revenue base ever, 2021 will be a difficult act for Nvidia to follow. Nvidia will have to grow significantly faster than 18% per year to justify its valuation relative to peers, since 18% growth would still put its PEG ratio above 5. If Nvidia delivers on its projected growth and trades flat for the next two years, it will have aforwardP/E of 49.It's also worth noting that semiconductor revenue is cyclical, so this isn't the first time that Nvidia has experienced strong growth. In both 2008 and 2018, Nvidia had growth of 34% of higher, but those years were followed by growth of -16% and 21% in the next year.Just to highlight one area where growth doesn't look sustainable, Nvidia benefited from the increasing popularity of cryptocurrency in 2021. Nvidia has stated that it doesn't have visibility into exactly how much demand from crypto impacts revenue, but its products are used to mine cryptocurrency like Bitcoin (BTC-USD).I'm certainly not so bold as to call a top in Bitcoin, but historically it has been the case that the year after a halving has marked the start of a Bitcoin bear market. Additionally, altcoins that use proof of stake (including Ethereum, which will switch to proof of stake in 2022) have been gaining market share on Bitcoin. Proof of stake doesn't need Nvidia's GPUs because it doesn't do as much computation.Micron benefits from cryptocurrency as well, since miners need a lot of power and a lot of memory. But the market's perception seems to be that Nvidia benefits more based on the well publicized GPU shortages related to mining, which could negatively impact Nvidia's stock if Bitcoin crashes. Additionally, Micron would not be as impacted by a switch to proof of stake.Focusing only on cryptocurrency is a disservice to Nvidia's strong growth across the board. Revenue is growing rapidly in every segment:Source: The AuthorThese segments all have enormous potential, and that could let Nvidia continue to grow quickly for years. I'm not ruling out the possibility that Nvidia beats estimates and has positive returns in 2022 or the following years. Over the long term, I have no doubt that they will continue to grow revenue and do very well. I just see better places to deploy capital now, which brings us to Micron.Micron's Growth TrajectoryMicron is no slouch either when it comes to growth. Between 2005 and 2020, their revenue had a 10% CAGR (compared to 12% for Nvidia). According to Micron, memory has been the fastest growing sub-field in semiconductors over the last two decades.Source: Earnings PresentationMicron breaks down its segments a bit differently than Nvidia, but its segments are all growing quickly as well. They highlight many of the same growth drivers as Nvidia. In particular, they saw 80% growth in industrial/IoT this year, and they expect 40-50% CAGR in the auto market over the next three years.Source: Seeking AlphaMicron's fiscal year ends at a different time than Nvidia, so it's difficult to make head-to-head comparisons based on the estimates in the image above. But one easy point to make is that Micron's projected EPS growth in the one year ending August 2022 is 10% higher than Nvidia's projected EPS growth in the two years from January 2022 to January 2024.These are just projections and they're often wrong. But Micron's projected EPS growth is based on just 16% revenue growth, which seems like an attainable target that's only slightly higher than its historic growth rate.Ideally, an investment would be fairly valued based on earnings estimates so that a company doesn't have to wildly exceed expectations to deliver strong returns. I believe that's the case with Micron, since even using its historic 10% CAGR without factoring in this year's projected 46% growth, it has a PEG of just 1.4.Another reason why I believe Micron's growth estimates are attainable is because of where they are in the supply/demand cycle. While Nvidia's revenue is breaking records every quarter, Micron still has less revenue now than it did in 2018. This is an industry-wide issue; revenue for Micron competitor SK Hynix also peaked in 2018.It's not a foregone conclusion that revenue in the memory industry will reach another all-time high. But considering the strong growth trends that underpin the industry and the progress those trends have made since 2018, I think it's reasonable to assume that this will happen at some point.There are a variety of other reasons why Micron's future growth could be steadier and more sustainable than it was in the past:75% of their revenue now comes from long term agreements based on close collaboration with customers. This is up from 10% five years ago.The memory industry has consolidated (anyone remember Sandisk, Inotera, or Elpida?), which should lead to more favorable pricing and less risk of oversupply.The adoption of capital intensive EUV manufacturing technology will make it more difficult for new entrants, especially in China where the tech is unavailable.Micron could get support from the federal government as part of the CHIPS act, which appears to be more focused on manufacturing than design (and thus not as likely to benefit Nvidia).Micron recently started paying a dividend, which indicates management's confidence that their cash flows are sustainable.RisksTo be clear, my thesis is that Micron will outperform Nvidia over the next few years, not that Nvidia's stock will decline. Great companies like Nvidia can trade at elevated multiples for a long time and I have no desire to short Nvidia. Even so, there are a couple reasons why this narrow thesis could fail and Micron could end up underperforming Nvidia.The first is that Micron's moat sources are not as strong as Nvidia's. Micron's market position has improved as a result of the factors mentioned in the previous section. Even so, it's still a relatively small player compared to Samsung despite its market leadership in some verticals like low power DRAM. This could stop Micron from driving innovations through R&D or exercising pricing power. On the other hand, Nvidia invented the GPU, owns substantial intellectual property related to it, and is the largest GPU player with the largest R&D budget.Micron has also benefitted from multiple expansion; a couple years ago it had a forward P/E of just 3. In that respect, Nvidia and Micron have both experienced a similar level of multiple expansion (about 5x). The difference is that Micron's current P/E of 14 is a reasonable multiple for a fast growing cyclical company with high teens revenue growth. Nvidia's current P/E of 93 is a reasonable multiple for a high quality company positioned to grow at 30%+ for years to come, which I doubt Nvidia (or any large cap semiconductor company) can do. Even so, both companies could be vulnerable to multiple contraction in the future. While I believe it's unlikely, Micron could benefit less from changes to its multiple than Nvidia.ConclusionBoth Micron and Nvidia are great companies, but Nvidia is probably a better company in terms of market position and margins. I would be an avid buyer of Nvidia at 40-50 P/E, a level that I admit it may not fall to for a while. In the meantime, I'm happy with a large position in Micron, which is an increasingly great company at a fair price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313004415,"gmtCreate":1611631877037,"gmtModify":1704861523454,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"AMD is better than Intel, improvements of skills &amp;mindset ?","listText":"AMD is better than Intel, improvements of skills &amp;mindset ?","text":"AMD is better than Intel, improvements of skills &mindset ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/313004415","repostId":"2106263214","repostType":2,"repost":{"id":"2106263214","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":1611629284,"share":"https://ttm.financial/m/news/2106263214?lang=&edition=fundamental","pubTime":"2021-01-26 10:48","market":"sg","language":"en","title":"AMD earnings: If Intel gets its act together, can AMD maintain swollen valuation?","url":"https://stock-news.laohu8.com/highlight/detail?id=2106263214","media":"Dow Jones","summary":"How much of AMD's share price relies upon poor execution at Intel? A 'large part,' one analyst saysA","content":"<p>How much of AMD's share price relies upon poor execution at Intel? A 'large part,' <a href=\"https://laohu8.com/S/AONE\">one</a> analyst says</p><p>After Advanced Micro Devices Inc. capitalized on Intel Corp.'s missteps in 2020, billions of dollars depends on the company continuing on that path as its larger rival attempts to right itself.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report earnings on Tuesday after the market closes, after Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported Thursday and faced concerns over how it intended to catch up to rivals even with incoming Chief Executive Pat Gelsinger on board .</p><p>The arrival of Gelsinger is seen as a much-needed talent infusion to better counter the likes of AMD CEO Lisa Su, who in the past six years has turned the Santa Clara, Calif.-based chip maker into a formidable rival to Intel after years of being a sad Silicon Valley stepsister. AMD rode roughshod over Intel back in July , when Intel said it would have to delay its next-generation 7-nanometer chips until 2023 because of manufacturing issues, the same chip architecture that AMD first launched in late 2019.</p><p>Over the past 12 months alone, AMD shares have surged 87% while Intel shares have dropped 19%, compared with a 60% rise in the PHLX Semiconductor Index . AMD stock doubled in 2020, after being the biggest gainer on the S&amp;P 500 index in both 2018 and 2019, pushing AMD's market capitalization higher than $100 billion .</p><p>Also: AMD to buy Xilinx for $35 billion in stock</p><p>BMO Capital Markets analyst Ambrish Srivastava, who recently downgraded AMD to underperform and reduced his price target to $75, said he expects the changing of the guard at Intel to weigh upon AMD's stock price.</p><p>\"We do think a large part of the rich valuation is also attributable to how poorly Intel has executed,\" Srivastava said. \"Which in turn has opened up a 'blue sky' scenario for how much share AMD could gain vs. Intel driving valuation even higher.\"</p><p>Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 47 cents a share, up from 39 cents a share expected at the beginning of the quarter and 32 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 50 cents a share.</p><p>Revenue: Back in November, AMD predicted fourth-quarter sales of $2.9 billion to $3.1 billion, while analysts on average had forecast revenue of $2.6 billion at the time. Now, 30 analysts, on average, expect revenue of $3.02 billion, up from the $2.13 billion reported in the year-ago quarter. Estimize expects revenue of $3.08 billion.</p><p>Stock movement: In the fourth quarter, AMD shares rose 12%. In comparison, the SOX index rose 25%, the S&amp;P 500 index  gained 12%, and the tech-heavy Nasdaq Composite Index  rose 15%.</p><p>UBS analyst Timothy Arcuri, who has a neutral rating and an $87 price target, expects strong results from AMD but is concerned about capacity constraints.</p><p>\"With INTC reporting well above seasonal [client computing group] on the back of strong mobile/ desktop units, we think results could be biased to the upside but some of the INTC beat was driven by the elimination of supply bottlenecks that are still presenting some issues for AMD.\"</p><p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who has an in-line rating, expects a \"beat-and-raise\" report out of AMD because of gaming card and overall chip demand overwhelming supply.</p><p>\"All new graphics products -- [the Radeon] 6800, 6800 xt, and 6900 x -- are sold out at retail,\" Moore said. \"While this is partly a function of foundry constraints, it is indicative of strong demand from both gamers and to a smaller degree cryptocurrency miners, and likely upside for AMD.\"</p><p>Citi Research analyst Christopher Danley, who has a sell rating on the stock and a exceptionally low $13 price target, said AMD is likely to suffer from a price war with Intel later in the year and not gain any ground in GPUs with rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>.</p><p>\"PC end market strength should provide upside to 4Q20 earnings and guide and Intel's data center weakness should help AMD further,\" Danley said.</p><p>\"We expect consumer PC demand to cool off later this year and this will likely dampen both Intel's and AMD's earnings later this year,\" Danley said. \"We also expect Intel to respond aggressively pricing wise to counter AMD's share gains in coming months.\"</p><p>Cowen analyst Matthew Ramsay, who has an outperform rating, said he expects AMD's earnings and product road maps to continue to be less volatile compared with Intel's in the coming year.</p><p>\"Over the next 2+ years, we see little change competitively or fundamentally from AMD's perspective,\" Ramsay said. \"Road maps are set.\"</p><p>\"While renewed focus and clarity around Intel's internal priorities and road maps may garner some customer loyalty and help slightly slow its share loss in the interim, should Intel be successful in fixing its 7nm road map the earliest products would likely be at scale in 2023,\" the Cowen analyst said.</p><p>BofA Securities analyst Vivek Arya, who has a buy rating on AMD, said that while the company announced new lines of gaming laptop and \"Milan\" data-center chips at CES  .</p><p>Benchmark analyst Ruben Roy, who has a hold rating, said he expects tailwinds to lift both of AMD's business segments.</p><p>\"We are updating our 2021 revenue and EPS estimates to reflect modestly higher Computing and Graphics Segment revenue given continued strength in the PC market and higher semi-custom revenue given the ongoing strength of recent gaming console launches,\" Roy said.</p><p>Analysts, on average, expect $1.77 billion in computing and graphics sales from AMD, and $1.23 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips.</p><p>Of the 35 analysts who cover AMD, 20 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $95.87.</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 earnings: If Intel gets its act together, can AMD maintain swollen valuation?</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; 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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\">\nAMD earnings: If Intel gets its act together, can AMD maintain swollen valuation?\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\">2021-01-26 10:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>How much of AMD's share price relies upon poor execution at Intel? A 'large part,' <a href=\"https://laohu8.com/S/AONE\">one</a> analyst says</p><p>After Advanced Micro Devices Inc. capitalized on Intel Corp.'s missteps in 2020, billions of dollars depends on the company continuing on that path as its larger rival attempts to right itself.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report earnings on Tuesday after the market closes, after Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported Thursday and faced concerns over how it intended to catch up to rivals even with incoming Chief Executive Pat Gelsinger on board .</p><p>The arrival of Gelsinger is seen as a much-needed talent infusion to better counter the likes of AMD CEO Lisa Su, who in the past six years has turned the Santa Clara, Calif.-based chip maker into a formidable rival to Intel after years of being a sad Silicon Valley stepsister. AMD rode roughshod over Intel back in July , when Intel said it would have to delay its next-generation 7-nanometer chips until 2023 because of manufacturing issues, the same chip architecture that AMD first launched in late 2019.</p><p>Over the past 12 months alone, AMD shares have surged 87% while Intel shares have dropped 19%, compared with a 60% rise in the PHLX Semiconductor Index . AMD stock doubled in 2020, after being the biggest gainer on the S&amp;P 500 index in both 2018 and 2019, pushing AMD's market capitalization higher than $100 billion .</p><p>Also: AMD to buy Xilinx for $35 billion in stock</p><p>BMO Capital Markets analyst Ambrish Srivastava, who recently downgraded AMD to underperform and reduced his price target to $75, said he expects the changing of the guard at Intel to weigh upon AMD's stock price.</p><p>\"We do think a large part of the rich valuation is also attributable to how poorly Intel has executed,\" Srivastava said. \"Which in turn has opened up a 'blue sky' scenario for how much share AMD could gain vs. Intel driving valuation even higher.\"</p><p>Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 47 cents a share, up from 39 cents a share expected at the beginning of the quarter and 32 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 50 cents a share.</p><p>Revenue: Back in November, AMD predicted fourth-quarter sales of $2.9 billion to $3.1 billion, while analysts on average had forecast revenue of $2.6 billion at the time. Now, 30 analysts, on average, expect revenue of $3.02 billion, up from the $2.13 billion reported in the year-ago quarter. Estimize expects revenue of $3.08 billion.</p><p>Stock movement: In the fourth quarter, AMD shares rose 12%. In comparison, the SOX index rose 25%, the S&amp;P 500 index  gained 12%, and the tech-heavy Nasdaq Composite Index  rose 15%.</p><p>UBS analyst Timothy Arcuri, who has a neutral rating and an $87 price target, expects strong results from AMD but is concerned about capacity constraints.</p><p>\"With INTC reporting well above seasonal [client computing group] on the back of strong mobile/ desktop units, we think results could be biased to the upside but some of the INTC beat was driven by the elimination of supply bottlenecks that are still presenting some issues for AMD.\"</p><p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who has an in-line rating, expects a \"beat-and-raise\" report out of AMD because of gaming card and overall chip demand overwhelming supply.</p><p>\"All new graphics products -- [the Radeon] 6800, 6800 xt, and 6900 x -- are sold out at retail,\" Moore said. \"While this is partly a function of foundry constraints, it is indicative of strong demand from both gamers and to a smaller degree cryptocurrency miners, and likely upside for AMD.\"</p><p>Citi Research analyst Christopher Danley, who has a sell rating on the stock and a exceptionally low $13 price target, said AMD is likely to suffer from a price war with Intel later in the year and not gain any ground in GPUs with rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>.</p><p>\"PC end market strength should provide upside to 4Q20 earnings and guide and Intel's data center weakness should help AMD further,\" Danley said.</p><p>\"We expect consumer PC demand to cool off later this year and this will likely dampen both Intel's and AMD's earnings later this year,\" Danley said. \"We also expect Intel to respond aggressively pricing wise to counter AMD's share gains in coming months.\"</p><p>Cowen analyst Matthew Ramsay, who has an outperform rating, said he expects AMD's earnings and product road maps to continue to be less volatile compared with Intel's in the coming year.</p><p>\"Over the next 2+ years, we see little change competitively or fundamentally from AMD's perspective,\" Ramsay said. \"Road maps are set.\"</p><p>\"While renewed focus and clarity around Intel's internal priorities and road maps may garner some customer loyalty and help slightly slow its share loss in the interim, should Intel be successful in fixing its 7nm road map the earliest products would likely be at scale in 2023,\" the Cowen analyst said.</p><p>BofA Securities analyst Vivek Arya, who has a buy rating on AMD, said that while the company announced new lines of gaming laptop and \"Milan\" data-center chips at CES  .</p><p>Benchmark analyst Ruben Roy, who has a hold rating, said he expects tailwinds to lift both of AMD's business segments.</p><p>\"We are updating our 2021 revenue and EPS estimates to reflect modestly higher Computing and Graphics Segment revenue given continued strength in the PC market and higher semi-custom revenue given the ongoing strength of recent gaming console launches,\" Roy said.</p><p>Analysts, on average, expect $1.77 billion in computing and graphics sales from AMD, and $1.23 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips.</p><p>Of the 35 analysts who cover AMD, 20 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $95.87.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106263214","content_text":"How much of AMD's share price relies upon poor execution at Intel? A 'large part,' one analyst saysAfter Advanced Micro Devices Inc. capitalized on Intel Corp.'s missteps in 2020, billions of dollars depends on the company continuing on that path as its larger rival attempts to right itself.AMD $(AMD)$ is scheduled to report earnings on Tuesday after the market closes, after Intel $(INTC)$ reported Thursday and faced concerns over how it intended to catch up to rivals even with incoming Chief Executive Pat Gelsinger on board .The arrival of Gelsinger is seen as a much-needed talent infusion to better counter the likes of AMD CEO Lisa Su, who in the past six years has turned the Santa Clara, Calif.-based chip maker into a formidable rival to Intel after years of being a sad Silicon Valley stepsister. AMD rode roughshod over Intel back in July , when Intel said it would have to delay its next-generation 7-nanometer chips until 2023 because of manufacturing issues, the same chip architecture that AMD first launched in late 2019.Over the past 12 months alone, AMD shares have surged 87% while Intel shares have dropped 19%, compared with a 60% rise in the PHLX Semiconductor Index . AMD stock doubled in 2020, after being the biggest gainer on the S&P 500 index in both 2018 and 2019, pushing AMD's market capitalization higher than $100 billion .Also: AMD to buy Xilinx for $35 billion in stockBMO Capital Markets analyst Ambrish Srivastava, who recently downgraded AMD to underperform and reduced his price target to $75, said he expects the changing of the guard at Intel to weigh upon AMD's stock price.\"We do think a large part of the rich valuation is also attributable to how poorly Intel has executed,\" Srivastava said. \"Which in turn has opened up a 'blue sky' scenario for how much share AMD could gain vs. Intel driving valuation even higher.\"Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 47 cents a share, up from 39 cents a share expected at the beginning of the quarter and 32 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 50 cents a share.Revenue: Back in November, AMD predicted fourth-quarter sales of $2.9 billion to $3.1 billion, while analysts on average had forecast revenue of $2.6 billion at the time. Now, 30 analysts, on average, expect revenue of $3.02 billion, up from the $2.13 billion reported in the year-ago quarter. Estimize expects revenue of $3.08 billion.Stock movement: In the fourth quarter, AMD shares rose 12%. In comparison, the SOX index rose 25%, the S&P 500 index  gained 12%, and the tech-heavy Nasdaq Composite Index  rose 15%.UBS analyst Timothy Arcuri, who has a neutral rating and an $87 price target, expects strong results from AMD but is concerned about capacity constraints.\"With INTC reporting well above seasonal [client computing group] on the back of strong mobile/ desktop units, we think results could be biased to the upside but some of the INTC beat was driven by the elimination of supply bottlenecks that are still presenting some issues for AMD.\"Morgan Stanley analyst Joseph Moore, who has an in-line rating, expects a \"beat-and-raise\" report out of AMD because of gaming card and overall chip demand overwhelming supply.\"All new graphics products -- [the Radeon] 6800, 6800 xt, and 6900 x -- are sold out at retail,\" Moore said. \"While this is partly a function of foundry constraints, it is indicative of strong demand from both gamers and to a smaller degree cryptocurrency miners, and likely upside for AMD.\"Citi Research analyst Christopher Danley, who has a sell rating on the stock and a exceptionally low $13 price target, said AMD is likely to suffer from a price war with Intel later in the year and not gain any ground in GPUs with rival Nvidia Corp. $(NVDA)$.\"PC end market strength should provide upside to 4Q20 earnings and guide and Intel's data center weakness should help AMD further,\" Danley said.\"We expect consumer PC demand to cool off later this year and this will likely dampen both Intel's and AMD's earnings later this year,\" Danley said. \"We also expect Intel to respond aggressively pricing wise to counter AMD's share gains in coming months.\"Cowen analyst Matthew Ramsay, who has an outperform rating, said he expects AMD's earnings and product road maps to continue to be less volatile compared with Intel's in the coming year.\"Over the next 2+ years, we see little change competitively or fundamentally from AMD's perspective,\" Ramsay said. \"Road maps are set.\"\"While renewed focus and clarity around Intel's internal priorities and road maps may garner some customer loyalty and help slightly slow its share loss in the interim, should Intel be successful in fixing its 7nm road map the earliest products would likely be at scale in 2023,\" the Cowen analyst said.BofA Securities analyst Vivek Arya, who has a buy rating on AMD, said that while the company announced new lines of gaming laptop and \"Milan\" data-center chips at CES  .Benchmark analyst Ruben Roy, who has a hold rating, said he expects tailwinds to lift both of AMD's business segments.\"We are updating our 2021 revenue and EPS estimates to reflect modestly higher Computing and Graphics Segment revenue given continued strength in the PC market and higher semi-custom revenue given the ongoing strength of recent gaming console launches,\" Roy said.Analysts, on average, expect $1.77 billion in computing and graphics sales from AMD, and $1.23 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips.Of the 35 analysts who cover AMD, 20 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $95.87.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933609417,"gmtCreate":1662265850539,"gmtModify":1676537028101,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933609417","repostId":"1174731052","repostType":4,"repost":{"id":"1174731052","pubTimestamp":1662259842,"share":"https://ttm.financial/m/news/1174731052?lang=&edition=fundamental","pubTime":"2022-09-04 10:50","market":"us","language":"en","title":"SQQQ: Don't Overstay Your Welcome","url":"https://stock-news.laohu8.com/highlight/detail?id=1174731052","media":"Seeking Alpha","summary":"SummarySQQQ provides 3x inverse 1-day returns of the Nasdaq 100 Index.Levered ETFs provide positive ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>SQQQ provides 3x inverse 1-day returns of the Nasdaq 100 Index.</li><li>Levered ETFs provide positive convexity in the direction of the bet.</li><li>Daily rebalancing of exposure causes value decay, especially in volatile markets.</li></ul><p>Investors who are afraid of market volatility often turn to inverse exchange-traded funds (&#34;ETFs&#34;) such as the Proshares UltraPro Short QQQ ETF (NASDAQ:SQQQ) to protect their portfolios.</p><p>In my opinion, investors should consider reducing their long exposures instead of seeking inverse ETFs as a hedge, especially for holding periods of longer than a few days due to the volatility &#34;decay&#34; from daily rebalancings.</p><p><b>Fund Overview</b></p><p>As the name suggests, the Proshares UltraPro Short QQQ ETF seeks daily returns that is -3x the return of the Nasdaq-100 Index. The fund achieves the -3x daily return target by entering into total return swaps with large banks that are reset nightly.</p><p><img src=\"https://static.tigerbbs.com/fff5d9cf3e686a0cfbbc881e341b99f1\" tg-width=\"640\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p>Figure 1 - SQQQ holdings (proshares.com)</p><p><b>Levered ETFs Only Work On Short Time Horizons</b></p><p>Investors who are interested in the SQQQ are highly encouraged to read this disclaimer from the Proshares website:</p><blockquote><i>Due to thecompoundingof daily returns, holding periods of greater than one day can result in returns that are significantly different than the target return, and ProShares&#39; returns over periods other than one day will likely differ in amount and possibly direction from the target return for the same period. These effects may be more pronounced in funds with larger or inverse multiples and in funds with volatile benchmarks.</i></blockquote><p>What this means in layman terms is that the SQQQ is only designed to provide 3x inverse returns for one day. For any holding period longer than 1 day, the returns expectations will differ.</p><p>For example, imagine you start off with $100 invested in SQQQ. If the Nasdaq-100 index returns -5% on day 1, your position will grow to $115 (3 times the 1-day return of 5%). If the Nasdaq-100 returns -5% again on day 2, your position will grow to $132.25. The 2 day total is more than 3 times the 2-day compounded return of 10.25% or $130.75, because the two moves are in the same direction.</p><p>Conversely, if the returns were consecutive +5% on the Nasdaq-100 index, you would end up with $85 on day 1 and $72.25 on day 2, versus a 2-day compounded loss of 9.75%, or a $70.75 final balance assuming 3 times the returns.</p><p>Levered ETFs provide holders with &#34;<b><i>positive convexity&#34;</i></b>in the direction of their bet, i.e., with the SQQQ, as the Nasdaq-100 declines, the short exposure grows, and vice versa.</p><p><b>Levered ETFs Decay In Volatile Markets</b></p><p>The biggest problem with levered ETFs is that the daily rebalancing of the fund&#39;s exposure means that in volatile markets, the fund can lose value very quickly.</p><p>Going back to our example above, if the Nasdaq-100 returned +5% on day 1 followed by -5% on day 2, that should translate to a compounded 2-day loss of 0.25%, or theoretical ending balance of $99.25. However, what happens is that on day 1, the SQQQ balance will fall to $85 (3 times the 1-day return of -5%), and on day 2, the SQQQ balance will only grow to $97.75 (3 times the 1-day return of 5%). $1.50 in &#34;value&#34; will have been lost to volatility. The higher the volatility, the more the &#34;decay.&#34;</p><p><b>Inverse ETFs Lose Value Over The Long-Term</b></p><p>Volatility coupled with the fact that markets are upwards trending in the long run means that inverse ETFs like the SQQQ are almost guaranteed to lose money over the long-term.</p><p>Comparing the performance of SQQQ vs. the Invesco QQQ ETF (QQQ) that tracks the Nasdaq-100 Index, we see that over any reasonably long time horizon, the SQQQ has been a money loser. Over 5 years, the SQQQ has lost $98.3 per $100 invested capital, and over 10 years, it has lost an incredible $99.93 per $100 invested capital.</p><p><img src=\"https://static.tigerbbs.com/799c3972388654e161203372280ae578\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>Figure 2 - SQQQ vs. QQQ performance (Seeking Alpha)</p><p>Even YTD, while the QQQ has lost 24.75% of its value, the SQQQ has only gained 52.6%, far less than the theoretical 74.25% gain, because of the volatility decay mentioned above. On a 1 year basis, while the QQQ has lost 21.3%, SQQQ has only gained 24.3%.</p><p><b>Conclusion</b></p><p>If investors are truly concerned about their portfolios, they should consider reducing their long exposures instead of seeking inverse ETFs as a hedge, especially for holding periods of longer than a few days due to the volatility &#34;decay&#34; from daily rebalancing. Nimble traders can try to capitalize on the convex nature of levered ETF returns, but that is not an easy task, especially for novices.</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>SQQQ: Don't Overstay Your Welcome</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\">\nSQQQ: Don't Overstay Your Welcome\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-04 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538743-sqqq-dont-overstay-your-welcome><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySQQQ provides 3x inverse 1-day returns of the Nasdaq 100 Index.Levered ETFs provide positive convexity in the direction of the bet.Daily rebalancing of exposure causes value decay, especially ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538743-sqqq-dont-overstay-your-welcome\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF"},"source_url":"https://seekingalpha.com/article/4538743-sqqq-dont-overstay-your-welcome","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174731052","content_text":"SummarySQQQ provides 3x inverse 1-day returns of the Nasdaq 100 Index.Levered ETFs provide positive convexity in the direction of the bet.Daily rebalancing of exposure causes value decay, especially in volatile markets.Investors who are afraid of market volatility often turn to inverse exchange-traded funds (\"ETFs\") such as the Proshares UltraPro Short QQQ ETF (NASDAQ:SQQQ) to protect their portfolios.In my opinion, investors should consider reducing their long exposures instead of seeking inverse ETFs as a hedge, especially for holding periods of longer than a few days due to the volatility \"decay\" from daily rebalancings.Fund OverviewAs the name suggests, the Proshares UltraPro Short QQQ ETF seeks daily returns that is -3x the return of the Nasdaq-100 Index. The fund achieves the -3x daily return target by entering into total return swaps with large banks that are reset nightly.Figure 1 - SQQQ holdings (proshares.com)Levered ETFs Only Work On Short Time HorizonsInvestors who are interested in the SQQQ are highly encouraged to read this disclaimer from the Proshares website:Due to thecompoundingof daily returns, holding periods of greater than one day can result in returns that are significantly different than the target return, and ProShares' returns over periods other than one day will likely differ in amount and possibly direction from the target return for the same period. These effects may be more pronounced in funds with larger or inverse multiples and in funds with volatile benchmarks.What this means in layman terms is that the SQQQ is only designed to provide 3x inverse returns for one day. For any holding period longer than 1 day, the returns expectations will differ.For example, imagine you start off with $100 invested in SQQQ. If the Nasdaq-100 index returns -5% on day 1, your position will grow to $115 (3 times the 1-day return of 5%). If the Nasdaq-100 returns -5% again on day 2, your position will grow to $132.25. The 2 day total is more than 3 times the 2-day compounded return of 10.25% or $130.75, because the two moves are in the same direction.Conversely, if the returns were consecutive +5% on the Nasdaq-100 index, you would end up with $85 on day 1 and $72.25 on day 2, versus a 2-day compounded loss of 9.75%, or a $70.75 final balance assuming 3 times the returns.Levered ETFs provide holders with \"positive convexity\"in the direction of their bet, i.e., with the SQQQ, as the Nasdaq-100 declines, the short exposure grows, and vice versa.Levered ETFs Decay In Volatile MarketsThe biggest problem with levered ETFs is that the daily rebalancing of the fund's exposure means that in volatile markets, the fund can lose value very quickly.Going back to our example above, if the Nasdaq-100 returned +5% on day 1 followed by -5% on day 2, that should translate to a compounded 2-day loss of 0.25%, or theoretical ending balance of $99.25. However, what happens is that on day 1, the SQQQ balance will fall to $85 (3 times the 1-day return of -5%), and on day 2, the SQQQ balance will only grow to $97.75 (3 times the 1-day return of 5%). $1.50 in \"value\" will have been lost to volatility. The higher the volatility, the more the \"decay.\"Inverse ETFs Lose Value Over The Long-TermVolatility coupled with the fact that markets are upwards trending in the long run means that inverse ETFs like the SQQQ are almost guaranteed to lose money over the long-term.Comparing the performance of SQQQ vs. the Invesco QQQ ETF (QQQ) that tracks the Nasdaq-100 Index, we see that over any reasonably long time horizon, the SQQQ has been a money loser. Over 5 years, the SQQQ has lost $98.3 per $100 invested capital, and over 10 years, it has lost an incredible $99.93 per $100 invested capital.Figure 2 - SQQQ vs. QQQ performance (Seeking Alpha)Even YTD, while the QQQ has lost 24.75% of its value, the SQQQ has only gained 52.6%, far less than the theoretical 74.25% gain, because of the volatility decay mentioned above. On a 1 year basis, while the QQQ has lost 21.3%, SQQQ has only gained 24.3%.ConclusionIf investors are truly concerned about their portfolios, they should consider reducing their long exposures instead of seeking inverse ETFs as a hedge, especially for holding periods of longer than a few days due to the volatility \"decay\" from daily rebalancing. Nimble traders can try to capitalize on the convex nature of levered ETF returns, but that is not an easy task, especially for novices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903077949,"gmtCreate":1658961931881,"gmtModify":1676536233453,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Avoid social media companies&nbsp;","listText":"Avoid social media companies&nbsp;","text":"Avoid social media companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903077949","repostId":"2254362611","repostType":4,"repost":{"id":"2254362611","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658961324,"share":"https://ttm.financial/m/news/2254362611?lang=&edition=fundamental","pubTime":"2022-07-28 06:35","market":"us","language":"en","title":"Meta Posts First-Ever Revenue Drop As Inflation Throttles Ad Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=2254362611","media":"Reuters","summary":"July 27 (Reuters) - Meta Platforms Inc issued a gloomy forecast after recording its first ever quart","content":"<html><head></head><body><p>July 27 (Reuters) - Meta Platforms Inc issued a gloomy forecast after recording its first ever quarterly drop in revenue on Wednesday, with a global recession looming and competitive pressures weighing on its digital ads sales.</p><p>Shares of the Menlo Park, California-based company were down about 4.4% in extended trading.</p><p><img src=\"https://static.tigerbbs.com/0c27fb4c72b7a9b3119977ddf064de9d\" tg-width=\"854\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>The company said it expects third-quarter revenue of between $26 billion and $28.5 billion. Analysts were expecting $30.52 billion, according to IBES data from Refinitiv.</p><p>Total revenue, which consists almost entirely of ad sales, fell 1% to $28.8 billion in the second quarter ended June 30, from $29.1 billion last year. The figure slightly missed Wall Street&#39;s projections of $28.9 billion, according to Refinitiv.</p><p>The company reported mixed results for user growth.</p><p>Monthly active users on flagship social network Facebook came in slightly under analyst expectations at 2.93 billion in the second quarter, an increase of 1% year over year, while daily active users handily beat estimates at 1.97 billion.</p><p>Like many global companies, Meta is facing some revenue pressure from the strong dollar, as sales in foreign currencies amount to less in dollar terms. Meta said it expected a 6% revenue growth headwind in the third quarter, based on current exchange rates.</p><p>Still, the Meta results also come as fortunes in online ads sales appear to be diverging between search and social media players, with the latter impacted more severely as ad buyers reeling in spending.</p><p>Alphabet Inc, the world&#39;s largest digital ad platform, reported a rise in quarterly revenue on Tuesday, with sales from its biggest moneymaker - Google search - topping investor expectations.</p><p>Snap Inc and Twitter both missed sales expectations last week and warned of an ad market slowdown in coming quarters, sparking a broad sell-off across the sector.</p><p>The results shed light on the unique strain Meta&#39;s core social media business is experiencing, as it competes for users&#39; time with short video app TikTok and adjusts its ads business to privacy controls rolled out by Apple Inc last year.</p><p>Meta said Reels, a short video product it is increasingly inserting into users&#39; feeds to compete with TikTok, was now generating over $1 billion annually in revenue.</p><p>&#34;They are being greatly affected by everything, and I&#39;d probably give it a third, a third and a third,&#34; Bokeh Capital Partners&#39; Kim Forrest said, referring to the economy, global ad market slowdown and competition from TikTok and Apple.</p><p>&#34;Meta has a problem because they&#39;re chasing TikTok and if the Kardashians are talking about how they don&#39;t like Instagram ... Meta should really pay attention to that.&#34;</p><p>About 15% of content on Facebook and Instagram is recommended by AI and that percentage will double by the end of 2023, CEO Mark Zuckerberg said.</p><p>The world&#39;s biggest social media company is simultaneously carrying out several expensive overhauls to keep that core business pumping out profits, while also investing in a longer-term bet on &#34;metaverse&#34; hardware and software.</p><p>For now, at least, the metaverse part of the business remains largely theoretical. In the second quarter, Meta reported $218 million in non-ad revenue, which includes sales of devices like its Quest virtual reality headsets, down from $497 million last year.</p><p>Its Reality Labs unit, which is primarily responsible for developing metaverse-oriented technology like the VR headsets, reported sales of $452 million, down from $695 million in the first quarter.</p><p>Meta will release a mixed-reality headset called Project Cambria later this year focused on professionals.</p><p>Meta broke out the segment in its results for the first time earlier this year, when it revealed that Reality Labs had lost $10.2 billion in 2021.</p><p>Meta&#39;s second-quarter operating profit margin fell to 29% from 43% as costs rose sharply and revenue dipped.</p><p>In November, Chief Financial Officer David Wehner will become Meta&#39;s first chief strategy officer. Susan Li, Meta&#39;s current vice president of finance, will become CFO.</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>Meta Posts First-Ever Revenue Drop As Inflation Throttles Ad Sales</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\">\nMeta Posts First-Ever Revenue Drop As Inflation Throttles Ad Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-28 06:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 27 (Reuters) - Meta Platforms Inc issued a gloomy forecast after recording its first ever quarterly drop in revenue on Wednesday, with a global recession looming and competitive pressures weighing on its digital ads sales.</p><p>Shares of the Menlo Park, California-based company were down about 4.4% in extended trading.</p><p><img src=\"https://static.tigerbbs.com/0c27fb4c72b7a9b3119977ddf064de9d\" tg-width=\"854\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>The company said it expects third-quarter revenue of between $26 billion and $28.5 billion. Analysts were expecting $30.52 billion, according to IBES data from Refinitiv.</p><p>Total revenue, which consists almost entirely of ad sales, fell 1% to $28.8 billion in the second quarter ended June 30, from $29.1 billion last year. The figure slightly missed Wall Street&#39;s projections of $28.9 billion, according to Refinitiv.</p><p>The company reported mixed results for user growth.</p><p>Monthly active users on flagship social network Facebook came in slightly under analyst expectations at 2.93 billion in the second quarter, an increase of 1% year over year, while daily active users handily beat estimates at 1.97 billion.</p><p>Like many global companies, Meta is facing some revenue pressure from the strong dollar, as sales in foreign currencies amount to less in dollar terms. Meta said it expected a 6% revenue growth headwind in the third quarter, based on current exchange rates.</p><p>Still, the Meta results also come as fortunes in online ads sales appear to be diverging between search and social media players, with the latter impacted more severely as ad buyers reeling in spending.</p><p>Alphabet Inc, the world&#39;s largest digital ad platform, reported a rise in quarterly revenue on Tuesday, with sales from its biggest moneymaker - Google search - topping investor expectations.</p><p>Snap Inc and Twitter both missed sales expectations last week and warned of an ad market slowdown in coming quarters, sparking a broad sell-off across the sector.</p><p>The results shed light on the unique strain Meta&#39;s core social media business is experiencing, as it competes for users&#39; time with short video app TikTok and adjusts its ads business to privacy controls rolled out by Apple Inc last year.</p><p>Meta said Reels, a short video product it is increasingly inserting into users&#39; feeds to compete with TikTok, was now generating over $1 billion annually in revenue.</p><p>&#34;They are being greatly affected by everything, and I&#39;d probably give it a third, a third and a third,&#34; Bokeh Capital Partners&#39; Kim Forrest said, referring to the economy, global ad market slowdown and competition from TikTok and Apple.</p><p>&#34;Meta has a problem because they&#39;re chasing TikTok and if the Kardashians are talking about how they don&#39;t like Instagram ... Meta should really pay attention to that.&#34;</p><p>About 15% of content on Facebook and Instagram is recommended by AI and that percentage will double by the end of 2023, CEO Mark Zuckerberg said.</p><p>The world&#39;s biggest social media company is simultaneously carrying out several expensive overhauls to keep that core business pumping out profits, while also investing in a longer-term bet on &#34;metaverse&#34; hardware and software.</p><p>For now, at least, the metaverse part of the business remains largely theoretical. In the second quarter, Meta reported $218 million in non-ad revenue, which includes sales of devices like its Quest virtual reality headsets, down from $497 million last year.</p><p>Its Reality Labs unit, which is primarily responsible for developing metaverse-oriented technology like the VR headsets, reported sales of $452 million, down from $695 million in the first quarter.</p><p>Meta will release a mixed-reality headset called Project Cambria later this year focused on professionals.</p><p>Meta broke out the segment in its results for the first time earlier this year, when it revealed that Reality Labs had lost $10.2 billion in 2021.</p><p>Meta&#39;s second-quarter operating profit margin fell to 29% from 43% as costs rose sharply and revenue dipped.</p><p>In November, Chief Financial Officer David Wehner will become Meta&#39;s first chief strategy officer. Susan Li, Meta&#39;s current vice president of finance, will become CFO.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254362611","content_text":"July 27 (Reuters) - Meta Platforms Inc issued a gloomy forecast after recording its first ever quarterly drop in revenue on Wednesday, with a global recession looming and competitive pressures weighing on its digital ads sales.Shares of the Menlo Park, California-based company were down about 4.4% in extended trading.The company said it expects third-quarter revenue of between $26 billion and $28.5 billion. Analysts were expecting $30.52 billion, according to IBES data from Refinitiv.Total revenue, which consists almost entirely of ad sales, fell 1% to $28.8 billion in the second quarter ended June 30, from $29.1 billion last year. The figure slightly missed Wall Street's projections of $28.9 billion, according to Refinitiv.The company reported mixed results for user growth.Monthly active users on flagship social network Facebook came in slightly under analyst expectations at 2.93 billion in the second quarter, an increase of 1% year over year, while daily active users handily beat estimates at 1.97 billion.Like many global companies, Meta is facing some revenue pressure from the strong dollar, as sales in foreign currencies amount to less in dollar terms. Meta said it expected a 6% revenue growth headwind in the third quarter, based on current exchange rates.Still, the Meta results also come as fortunes in online ads sales appear to be diverging between search and social media players, with the latter impacted more severely as ad buyers reeling in spending.Alphabet Inc, the world's largest digital ad platform, reported a rise in quarterly revenue on Tuesday, with sales from its biggest moneymaker - Google search - topping investor expectations.Snap Inc and Twitter both missed sales expectations last week and warned of an ad market slowdown in coming quarters, sparking a broad sell-off across the sector.The results shed light on the unique strain Meta's core social media business is experiencing, as it competes for users' time with short video app TikTok and adjusts its ads business to privacy controls rolled out by Apple Inc last year.Meta said Reels, a short video product it is increasingly inserting into users' feeds to compete with TikTok, was now generating over $1 billion annually in revenue.\"They are being greatly affected by everything, and I'd probably give it a third, a third and a third,\" Bokeh Capital Partners' Kim Forrest said, referring to the economy, global ad market slowdown and competition from TikTok and Apple.\"Meta has a problem because they're chasing TikTok and if the Kardashians are talking about how they don't like Instagram ... Meta should really pay attention to that.\"About 15% of content on Facebook and Instagram is recommended by AI and that percentage will double by the end of 2023, CEO Mark Zuckerberg said.The world's biggest social media company is simultaneously carrying out several expensive overhauls to keep that core business pumping out profits, while also investing in a longer-term bet on \"metaverse\" hardware and software.For now, at least, the metaverse part of the business remains largely theoretical. In the second quarter, Meta reported $218 million in non-ad revenue, which includes sales of devices like its Quest virtual reality headsets, down from $497 million last year.Its Reality Labs unit, which is primarily responsible for developing metaverse-oriented technology like the VR headsets, reported sales of $452 million, down from $695 million in the first quarter.Meta will release a mixed-reality headset called Project Cambria later this year focused on professionals.Meta broke out the segment in its results for the first time earlier this year, when it revealed that Reality Labs had lost $10.2 billion in 2021.Meta's second-quarter operating profit margin fell to 29% from 43% as costs rose sharply and revenue dipped.In November, Chief Financial Officer David Wehner will become Meta's first chief strategy officer. Susan Li, Meta's current vice president of finance, will become CFO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024673836,"gmtCreate":1653870406325,"gmtModify":1676535353731,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024673836","repostId":"1130345613","repostType":4,"repost":{"id":"1130345613","pubTimestamp":1653869516,"share":"https://ttm.financial/m/news/1130345613?lang=&edition=fundamental","pubTime":"2022-05-30 08:11","market":"us","language":"en","title":"5 Top Dividend Stocks for June 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1130345613","media":"TipRanks","summary":"Dividends are payouts from companies that share their profits with their investors. They offer a reg","content":"<div>\n<p>Dividends are payouts from companies that share their profits with their investors. They offer a regular source of income that can increase over time. This makes them particularly attractive for long-...</p>\n\n<a href=\"https://www.tipranks.com/news/5-top-dividend-stocks/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>5 Top Dividend Stocks for June 2022</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\">\n5 Top Dividend Stocks for June 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 08:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/5-top-dividend-stocks/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividends are payouts from companies that share their profits with their investors. They offer a regular source of income that can increase over time. This makes them particularly attractive for long-...</p>\n\n<a href=\"https://www.tipranks.com/news/5-top-dividend-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLPI":"Gaming and Leisure Properties I","CWH":"露营世界","SPG":"西蒙地产","SBLK":"Star Bulk Carriers Corp","MPW":"Medical Properties Trust"},"source_url":"https://www.tipranks.com/news/5-top-dividend-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130345613","content_text":"Dividends are payouts from companies that share their profits with their investors. They offer a regular source of income that can increase over time. This makes them particularly attractive for long-term investments. Even a small dividend yield can result in impressive returns after many years. Dividends can offer protection against market volatility, which is another reason that investors include these stocks in their portfolios.Strong & Moderate Buy Dividend StocksUsing the TipRanksDividend Calendar, we searched for top stocks with an ex-dividend date in June 2022. Investors need to own the stock by the ex-dividend date to receive the next payout. We focused on top dividend stocks with a Buy analyst rating consensus, at least a 6% yield, and an ‘Outperform’ Smart Score of at least 8 out of 10, based on our data-driven stock score. We found five top stocks that match these criteria.Top 5 Dividend StocksStar Bulk Carriers (NASDAQ: SBLK)Dividend yield: 17.2%Ex-dividend date: Jun 02, 2022Payout ratio: 48.57%Payout date: Jun 16, 2022Star Bulk is a shipping company focused on the transportation of dry bulk cargoes. Robust demand continues to drive Star Bulk’s profitability and supports its payouts. Star Bulk stock sports a Strong Buy consensus rating on TipRanks based on five unanimous Buy recommendations. Further, the analysts’ average price target of $38 indicates16.8% upside potential over the next 12 months. Looking at hedge fund activity, Driehaus Capital Management LLC’sRichard Driehausand Graham Capital Management’sKenneth Tropinopened new positions in SBLK stock. What’s more, TipRanks’ investors are positive on SBLK stock, and5% of these investors have raised their holding in one month. Overall, SBLK stock has a maximum Smart Score of 10 out of 10, according to our data-driven stock score.Simon Property Group (NYSE: SPG)Dividend yield: 7.05%Ex-dividend date: Jun 08, 2022Payout ratio: 91.40%Payout date: Jun 30, 2022Simon Property Group is a REIT (Real Estate Investment Trust). It owns shopping, dining, entertainment, and other retail properties across North America, Europe, and Asia. It has received six Buy and seven Hold recommendations. Moreover, their average price target of $153.15 indicates34.7% upside potential over the next 12 months. Looking at hedge fund activity, Bridgewater Associates’Ray Dalioopened a new position, while two more managers increased their holdings. However, four managers reduced their holdings. Nevertheless, SPG stock has positive indicators from TipRanks investors and bloggers. SPG stock has an Outperform Smart Score of 9 out of 10.Gaming and Leisure Properties (NASDAQ:  GLPI)Dividend yield: 6.39%Ex-dividend date: Jun 09, 2022Payout ratio: 133.55%Payout date: Jun 24, 2022Gaming and Leisure Properties is a real estate investment trust focused on gaming properties. Out of three analysts who have rated the stock in the past three months, two recommended a Buy. Further, analysts’ average price target of $53.67 indicates12.7% upside potential over the next 12 months. Looking at hedge fund activity, three managers have increased their holdings, while three managers opened new positions. Moreover, GLPI stock has positive indicators from bloggers and insiders. GLPI stock has an Outperform Smart Score of 9 out of 10.Camping World Holdings (NYSE: CWH)Dividend yield: 8.18%Ex-dividend date: Jun 13, 2022Payout ratio: 28.67%Payout date: Jun 29, 2022Camping World Holdings is the largest retailer of recreational vehicles and related products and services. CWH stock has a Moderate Buy consensus rating on TipRanks, based on four Buy and three Hold recommendations. The average price target of $36.43 indicates32.9% upside potential over the next 12 months. Looking at hedge fund activity, Chuck Royce of Royce & Associates LLC and Joel Greenblattof Gotham Asset Management LLC reduced their holdings. Nevertheless, CWH stock has a positive signal from bloggers and insiders. CWH stock has an Outperform Smart Score of 8 out of 10.Medical Properties (NYSE: MPW)Dividend yield: 6.08%Ex-dividend date: Jun 16, 2022Payout ratio: 60.37%Payout date: Jul 14, 2022Medical Properties is a healthcare-focused real estate investment trust. MPW has increased dividends for nine consecutive years. Its stock has received six Buy and five Hold recommendations in the past three months. Further, analysts’ average price target of $22 indicates 18.4% upside potential over the next 12 months. The hedge fund trading activity shows that Jeffrey Furberof AEW Capital Management and Robert Nakaof Forward Management opened new positions. Meanwhile, two managers increased their holdings. Meanwhile, TipRanks’ investors are positive on MPW stock, and2% of these investors have raised their holding in one month. With hedge funds, TipRanks investors, and bloggers bullish on MPW, the stock has an Outperform Smart Score of 9 out of 10.Dividend Yield & Dividend PayoutCompanies determine dividend amounts per share. This can make it difficult for investors to compare the best dividend stocks. Imagine you invest $1,000 in 2 companies. One has shares that trade for $10, and the other has shares that trade for $500. Both offer investors $2 per share in dividend payments. The solution to comparing the companies’ dividends is dividend yield, which shows dividend payment relative to the share price as a percentage.It is worth knowing the payout ratio of a dividend stock. This is the proportion of earnings a company pays out as dividends. If the ratio is over 100% this may mean that there is a possibility that a company will reduce its dividends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117893317,"gmtCreate":1623127617839,"gmtModify":1704196646680,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Aiyoyo Netflix&nbsp;","listText":"Aiyoyo Netflix&nbsp;","text":"Aiyoyo Netflix","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/117893317","repostId":"1132295574","repostType":4,"repost":{"id":"1132295574","pubTimestamp":1623122984,"share":"https://ttm.financial/m/news/1132295574?lang=&edition=fundamental","pubTime":"2021-06-08 11:29","market":"us","language":"en","title":"Netflix No Longer Fits in FAANG, But Here’s Who Does","url":"https://stock-news.laohu8.com/highlight/detail?id=1132295574","media":"The Street","summary":"With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in fav","content":"<blockquote><b>With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.</b></blockquote><p>Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later updated to FAANG, for companies supremely dominant in their respective markets and their stocks’ resulting proclivity for outperformance.</p><p>For the nascent streaming industry, Netflix’s&nbsp;(<b>NFLX</b>) -Get Report&nbsp;position was among the most secure in the shorthand slang for tech titans Facebook&nbsp;(<b>FB</b>) -Get Report&nbsp;in social media, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;in consumer devices, Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;in e-commerce and Alphabet&nbsp;(<b>GOOGL</b>) -Get Report&nbsp;in search.</p><p>However, as more and more players enter the streaming space, perhaps Netflix's dominance and therefore its place in Cramer’s coinage might be more tenuous.</p><p>Indeed, while the Los Gatos, California-based company still leads the pack in terms of subscriber share, the lead is shrinking. Per a recent report from Ampere Analysis, Netflix’s market share was cut by nearly one-third, from 29% to 20% of the total market, as competitors like Disney&nbsp;(<b>DIS</b>) -Get Report&nbsp;have challenged for the streaming crown and seriously damaged the company’s growth story.</p><p>“I think it’s been disconnected from the [rest of the FAANG] group for a while now given its business is extremely different from other members,” Joel Kulina, SVP of Equity Trading at Wedbush Securities said. “It's still a good proxy for large cap growth sentiment but that’s about it.”</p><p><b>Microsoft Moving In?</b></p><p>Given the shortcoming of Netflix in terms of fitting in with the rest of FAANG, debate has been kickstarted over a potential replacement.</p><p>While FAANG was built upon dominance in a particular industry by Cramer, each of the companies that encompass the acronym, save Netflix, have become diversified companies with benefits from multiple industries and strong network effects.</p><p>Apple’s pivot to services has been well-publicized and undergirded its long-term bull thesis; Alphabet has expanded very successfully into video through its acquisition of Youtube and rapidly grown its cloud business while it continues to make many bets in fields as disparate as video games and autonomous vehicles; Facebook has acquired to assert dominance in social media; and Amazon’s cloud dominance has overshadowed its retail beginnings to bolster all of its businesses.</p><p>Through these platforms that branch across numerous industries, each company has been able to benefit from mutualistic business models that cement their status as a dominant tech player. The same cannot be said for Netflix. In order to correct for this glaring dissimilarity, Microsoft&nbsp;(<b>MSFT</b>) -Get Report&nbsp;might be a perfect replacement.</p><p>While the Redmond, Washington-based company has long held a stranglehold on operating systems as its core business, its forays into gaming, advertising and especially cloud computing have taken the company to new heights. In fact, about one-third of the company’s overall revenue is now derived from its cloud business, building upon its longstanding dominance in software.</p><p>Indeed, as CEO Satya Nadella teases a major update to Windows operating systems at the company’s Build 2021 event in late May while signaling an intention to dive deeper than ever into cutting edge technology in cloud, the dominant and well-diversified company is clearly more similar to Facebook, Amazon, Apple and Google than Netflix’s decidedly concentrated business. Like those other companies, Microsoft is dominant in one area of the business while still growing rapidly in others.</p><p>Further, while Cramer did not envision the group as a valuation-based grouping, the staggering gap between Netflix and the rest of its FAANG peers is becoming only more notable. While Netflix sports a still healthy market cap of just over $200 billion, it pales in comparison to the market cap’s of the rest of the grouping, which range from just under $1 trillion in Facebook's case to in excess of $2 trillion for Apple.</p><p>In terms of market-moving ability, this leaves Netflix as somewhat of a laggard and therefore less useful for the grouping’s service as a market indicator.</p><p><b>Addition, Not Subtraction</b></p><p>Still, part of the ubiquity of the FAANG name is not entirely based upon its application to markets. A great degree of credit belongs to the catchiness of the name itself, meaning FAAMG or FAMGA might leave a great deal to be desired in terms of catching on.</p><p>As a result, Wedbush’s Kulina argues that Netflix need not be removed. Instead, he argues for the addition of both Microsoft and his chosen semiconductor stalwart Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;to result in the catchy FANGMAN.</p><p>“Many have tried to include Microsoft in with others but it doesn’t roll off the tongue as easily,” he commented. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large cap growth names across various pockets of tech.”</p><p>Certainly Nvidia would also fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.</p><p>In terms of diversifying, CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.</p><p>While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group.</p><p>As such, Netflix may not need to be removed from FAANG as it still clings to a lead in streaming amidst the wave of entrants to the industry, but it may need to at least move into a slightly more crowded market mnemonic.</p>","source":"lsy1610613172068","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>Netflix No Longer Fits in FAANG, But Here’s Who Does</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\">\nNetflix No Longer Fits in FAANG, But Here’s Who Does\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later ...</p>\n\n<a href=\"https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","NVDA":"英伟达","MSFT":"微软"},"source_url":"https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132295574","content_text":"With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later updated to FAANG, for companies supremely dominant in their respective markets and their stocks’ resulting proclivity for outperformance.For the nascent streaming industry, Netflix’s (NFLX) -Get Report position was among the most secure in the shorthand slang for tech titans Facebook (FB) -Get Report in social media, Apple (AAPL) -Get Report in consumer devices, Amazon (AMZN) -Get Report in e-commerce and Alphabet (GOOGL) -Get Report in search.However, as more and more players enter the streaming space, perhaps Netflix's dominance and therefore its place in Cramer’s coinage might be more tenuous.Indeed, while the Los Gatos, California-based company still leads the pack in terms of subscriber share, the lead is shrinking. Per a recent report from Ampere Analysis, Netflix’s market share was cut by nearly one-third, from 29% to 20% of the total market, as competitors like Disney (DIS) -Get Report have challenged for the streaming crown and seriously damaged the company’s growth story.“I think it’s been disconnected from the [rest of the FAANG] group for a while now given its business is extremely different from other members,” Joel Kulina, SVP of Equity Trading at Wedbush Securities said. “It's still a good proxy for large cap growth sentiment but that’s about it.”Microsoft Moving In?Given the shortcoming of Netflix in terms of fitting in with the rest of FAANG, debate has been kickstarted over a potential replacement.While FAANG was built upon dominance in a particular industry by Cramer, each of the companies that encompass the acronym, save Netflix, have become diversified companies with benefits from multiple industries and strong network effects.Apple’s pivot to services has been well-publicized and undergirded its long-term bull thesis; Alphabet has expanded very successfully into video through its acquisition of Youtube and rapidly grown its cloud business while it continues to make many bets in fields as disparate as video games and autonomous vehicles; Facebook has acquired to assert dominance in social media; and Amazon’s cloud dominance has overshadowed its retail beginnings to bolster all of its businesses.Through these platforms that branch across numerous industries, each company has been able to benefit from mutualistic business models that cement their status as a dominant tech player. The same cannot be said for Netflix. In order to correct for this glaring dissimilarity, Microsoft (MSFT) -Get Report might be a perfect replacement.While the Redmond, Washington-based company has long held a stranglehold on operating systems as its core business, its forays into gaming, advertising and especially cloud computing have taken the company to new heights. In fact, about one-third of the company’s overall revenue is now derived from its cloud business, building upon its longstanding dominance in software.Indeed, as CEO Satya Nadella teases a major update to Windows operating systems at the company’s Build 2021 event in late May while signaling an intention to dive deeper than ever into cutting edge technology in cloud, the dominant and well-diversified company is clearly more similar to Facebook, Amazon, Apple and Google than Netflix’s decidedly concentrated business. Like those other companies, Microsoft is dominant in one area of the business while still growing rapidly in others.Further, while Cramer did not envision the group as a valuation-based grouping, the staggering gap between Netflix and the rest of its FAANG peers is becoming only more notable. While Netflix sports a still healthy market cap of just over $200 billion, it pales in comparison to the market cap’s of the rest of the grouping, which range from just under $1 trillion in Facebook's case to in excess of $2 trillion for Apple.In terms of market-moving ability, this leaves Netflix as somewhat of a laggard and therefore less useful for the grouping’s service as a market indicator.Addition, Not SubtractionStill, part of the ubiquity of the FAANG name is not entirely based upon its application to markets. A great degree of credit belongs to the catchiness of the name itself, meaning FAAMG or FAMGA might leave a great deal to be desired in terms of catching on.As a result, Wedbush’s Kulina argues that Netflix need not be removed. Instead, he argues for the addition of both Microsoft and his chosen semiconductor stalwart Nvidia (NVDA) -Get Report to result in the catchy FANGMAN.“Many have tried to include Microsoft in with others but it doesn’t roll off the tongue as easily,” he commented. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large cap growth names across various pockets of tech.”Certainly Nvidia would also fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.In terms of diversifying, CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group.As such, Netflix may not need to be removed from FAANG as it still clings to a lead in streaming amidst the wave of entrants to the industry, but it may need to at least move into a slightly more crowded market mnemonic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948366271,"gmtCreate":1680625793694,"gmtModify":1680625797168,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Happy Easter Day everyone&nbsp;","listText":"Happy Easter Day everyone&nbsp;","text":"Happy Easter Day everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9948366271","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912995782,"gmtCreate":1664726497846,"gmtModify":1676537498906,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>199","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>199","text":"$Tesla Motors(TSLA)$199","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9912995782","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992213861,"gmtCreate":1661316219155,"gmtModify":1676536496258,"author":{"id":"3560825566709184","authorId":"3560825566709184","name":"bluefun","avatar":"https://static.tigerbbs.com/84fe19aaaddc330d697022fc5b1a032d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560825566709184","authorIdStr":"3560825566709184"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992213861","repostId":"1172549736","repostType":4,"repost":{"id":"1172549736","pubTimestamp":1661299320,"share":"https://ttm.financial/m/news/1172549736?lang=&edition=fundamental","pubTime":"2022-08-24 08:02","market":"us","language":"en","title":"Nvidia: $10B GPU Demand May Be Gone Permanently","url":"https://stock-news.laohu8.com/highlight/detail?id=1172549736","media":"Seeking Alpha","summary":"SummaryEthereum switch away from GPU-based mining will permanently remove over $10 billion in demand","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Ethereum switch away from GPU-based mining will permanently remove over $10 billion in demand for GPUs.</li><li>Nvidia&#39;s revenues, margins, and profits are all going to take a dive.</li><li>With a nosebleed valuation before the crypto demand crunches earnings, NVDA has a long way to fall before the valuation makes sense.</li></ul><p>Nvidia&#39;s (NASDAQ:NVDA) revenues primarily come from GPUs. And GPU market demand is about to drop permanently by perhaps in excess of $10 billion. On top of that, GPU margins are also about to take a big dive. The comments to my recent Nvidia articles, and the NVDA price action following the horrendous Q2 earnings pre-announcement, tell me that the market has no idea what is about to happen. The company&#39;s profits are going to take a big hit, and there is no quick recovery in sight.</p><p><b>GPUs mine Ethereum</b></p><p>Nvidia is the largest producer of discrete GPUs. GPUs purchased to use in cryptocurrency mining has been big business for a few years. Ethereum can be mined by GPUs, and has been valuable enough to make wide scale mining profitable at recent coin prices and elevated GPU prices. From increases in the Ethereum network hash rate we can tell that millions of GPUs were added in the recent past.</p><p><img src=\"https://static.tigerbbs.com/b96cfac3a90268022c80c34292c38b95\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bit Info Charts</p><p>The demand for mining has driven GPU prices to the moon. For example, 3D Center has tracked GPU prices and their data found that NVDA card prices were well over 2x the MSRP during much of 2021.</p><p><img src=\"https://static.tigerbbs.com/7e1d8cb28e7a1a003be1e1709f2a47d9\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>3D Center</p><p><b>Estimating Ethereum GPU Demand</b></p><p>Since Nvidia management has obfuscated the amount of demand for their GPUs coming from crypto mining (something the SEC sanctioned the company for), we can&#39;t know for sure what the actual numbers are. But we can get a ballpark estimate. Obviously a wide variety of cards models were added to the Ethereum network during 2021, with differing MH/s capabilities and pricing. But to keep the math simple we&#39;ll just pick a popular card, the Nvidia RTX 3080 Ti. Its MSRP is $1200, but given that during 2021 NVDA cards routinely sold for well over double the MSRP, we&#39;ll just estimate that the average price during the year was something like $2500. And there are different configurations for how many hashes per second a 3080 Ti can compute, but 110 MH/s isa reasonable estimate.</p><p>BitInfoCharts says the Ethereum hash rate increased from 294 TH/s on December 31, 2020 to 926 TH/s on December 31, 2021. So during calendar year 2021, the Ethereum hash rate increased by about 632 TH/s. If all of that increase were from 110 MH/s Nvidia RTX 3080 Ti cards, it would mean over 6 million 3080 Ti cards were added to the Ethereum mining network on a full time basis. With an MSRP of $1200, if the cards actually sold for $2500 each, they would have totaled $15 billion. And this is on top of any cards purchased to mine other crypto coins besides Ethereum.</p><p>The calculation ignores the increased amount paid for GPUs used only by gamers, and not used to mine Ethereum. Since those cards were selling for over 2x MSRP, the GPU mining demand led to something like a more than doubling of the amount spend on non-mining GPUs as well. This increased cost could easily be in the billions of dollars per year as well.</p><p>Some of those cards may have been purchased anyway for use by gamers. But without the mining demand, the pricing (and NVDA&#39;s margins) would have been MUCH lower. It&#39;s safe to say that the crypto mining demand increased GPU sales by over $10 billion in 2021--and likely closer to $15 billion.</p><p><b>Ethereum Will Stop Using GPUs to Mine</b></p><p>And now that demand is going away permanently. Ethereum is scheduled to switch from Proof of Work (generally GPU-based mining) to Proof of Stake (coin ownership)around September 15th. So no more GPUs will be purchased to mine Ethereum. And all the GPUs recently mining Ethereum will need to find other uses (likely many will be dumped into the used GPU market).</p><p>Since Nvidia sold the supermajority of discrete graphics cards in 2021, they will take the brunt of the permanent reduction in demand. It would not be surprising to see their revenues drop more than $2 billion per quarter going forward.</p><p>AMD (AMD) will also see the effects of this reduction in GPU demand, as forecasted by AMD management on their Q2 earnings call. But it will not affect AMD as much. AMD is in the market share gaining phase and can continue to take share from Nvidia, even while the overall market is getting smaller. Also, discrete GPUs are just a minority of AMD&#39;s business, and all the other business lines are growing rapidly. This is in contrast with Nvidia, which receives nearly all of its revenues from GPUs.</p><p><b>Market Doesn&#39;t Get it Yet</b></p><p>One of the major misconceptions by NVDA bulls is that the Ethereum change is well known and has already been fully priced in by the ~50% decline from the all-time highs. I don&#39;t agree.</p><p>Firstly, that decline was at least significantly due to market-wide multiple compression of high multiple stocks. Many high-multiple stocks, or stock with no earnings, went down over 80%. NVDA had a TTM GAAP PE ratio of over 100 at its highs, and corrected down to a PE ratio around 50. Even without the crypto demand going away, NVDA would still be quite expensive.</p><p>Secondly, as seen in the tweet below, many NVDA bulls and sell side analysts do not realize that the Ethereum change will result in a permanent loss of that revenue. They are thinking about the 2018 crypto crash that caused miners to slow purchasing of GPUs for mining because Ethereum prices dropped so low that mining was not profitable. But within months the Ethereum price began a long run upwards, making mining profitable again. And mining GPU purchases exploded, causing Nvidia GPU sales to increase and the market prices to far exceed MSRP. Nvidia was able to get back to prior revenue levels in only a year. This time is different. The mining demand is gone permanently. The core gamer demand for GPUs is nowhere close to being able to support that level of GPU sales.</p><p><img src=\"https://static.tigerbbs.com/ebc868cb6ccfcedbfba91453d7353144\" tg-width=\"593\" tg-height=\"594\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Twitter</p><p>In addition to losing the revenues, margins are getting squashed, as Nvidia has confirmed. Most gamers are not willing to pay anywhere near recent GPU prices. GPUs in Nvidia&#39;s &#34;Gaming&#34; line, selling for over twice MSRP, had enormous margins. And the MSRP itself was inflated due to the mining demand. And the sales mix was skewed to the higher end cards by the mining demand. Nvidia could charge AIBs (who assemble and market the final GPU cards) much higher prices for cards selling at much higher prices. Going forward, ASPs will decline significantly (as mix shifts), AIBs will require lower prices from Nvidia, and Nvidia&#39;s margins (and profits) will go down significantly.</p><p>The pre-announced disastrous Q2 earnings probably does not fully demonstrate the new reality. In Q2 Nvidia GPU prices stayed well over MSRP and the Ethereum hashrate showed millions of GPUs still being used to mine. By the time Q3 and Q4 numbers arrive, GPU sales will be down further, GPU prices will be down further, and miners will likely have dumped millions of used cards into the market. The bloodbath has only just started.</p><p>Nvidia pre-announced inventory and capacity charges of $1.32 billion for Q2, and GAAP margins of 43.7% (vs 65.1% expected). I think charges at a similar level will likely be needed to move the rest of their inventory in H2 given that the demand collapse has just begun, there is a huge amount of mining GPUs that may get dumped into the market, and NVDA needs to clear out inventory before launching their anticipated new products in H2. As a result of the decreased revenues, and lower margins, and these charges, I estimate Nvidia&#39;s GAAP earnings are probably going be somewhere around zero for perhaps Q2 and Q3 and are not likely to return to prior levels for years, if ever.</p><p>In their FY 2022 (comparable to calendar 2021), Nvidia posted revenues of $26.9 billion. If something like $8 billion of that was from crypto mining demand that is permanently gone, that is a huge hit to their top and bottom lines. And since GPU pricing has dropped from over 2x MSRP to now below MSRP, margins will likely go down heavily as well. Earnings leverage looks great while sales and margins are rising, but it gets very ugly when those reverse downwards. With a current nosebleed TTM PE ratio of around 50, there is a lot of room for multiple compression as the market deals with the reality that Nvidia is a busted growth story with declining revenues, declining margins, and declining earnings.</p><p><b>Valuations and risks</b></p><p>Currently there is not another cryptocurrency that is competitive for GPUs to mine and has a high enough price to make mining profitable with the amount of mining activity that Ethereum supported. Miners generally must pay for the electricity their rigs consume. If the coins earned from mining are not valuable enough to pay the electricity bill, the miner loses money. It&#39;s possible that some GPU-mineable crypto coin suddenly explodes in price and attracts some portion of the flood of GPUs that will be available when they can&#39;t be used for Ethereum. But on the flip side, there will be a lot of pressure on other coins to make their operations more environmentally friendly like Ethereum has. We could see mining for cryptocurrencies going away entirely.</p><p>Even before the Ethereum mining demand went away, NVDA was ridiculously overpriced relative to peers. Now the valuation is going to be increasingly absurd without a massive decline in the stock price. For example, in Q2 AMD has caught up to Nvidia in revenues, is growing faster than NVDA, surpassed Nvidia in margins, and likely surpassed Nvidia in earnings. AMD also has a much more diversified set of business lines. Yet NVDA has a market cap 3x AMD&#39;s. There is going to be strong pressure for that mismatch in fundamentals and stock prices to correct. NVDA could drop below $100 and still be overpriced.</p><p>Q2 comparison</p><p><img src=\"https://static.tigerbbs.com/f3edd2392d8cf1df350db1464096e338\" tg-width=\"609\" tg-height=\"224\" width=\"100%\" height=\"auto\"/>NVDA is a cult stock, and has been driven to unsustainable levels. Many NVDA bulls and sell side analysts paint magical stories of future revenue growth unsupported by the fundamentals. It may take some time before the true believers wake up to reality. But the massive deterioration of the company&#39;s fundamentals will start that process in many minds. As with any stock, shorting is a risky proposition. Stocks with nonsensically high valuations (like NVDA) can be pushed up to even more absurd higher valuations. But at least with NVDA there will be little positive financial news for quite some time to embolden speculative stock traders.</p><p>NVDA is a strong sell.</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: $10B GPU Demand May Be Gone Permanently</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: $10B GPU Demand May Be Gone Permanently\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536320-nvidia-10b-gpu-demand-may-be-gone-permanently?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A41><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEthereum switch away from GPU-based mining will permanently remove over $10 billion in demand for GPUs.Nvidia's revenues, margins, and profits are all going to take a dive.With a nosebleed ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536320-nvidia-10b-gpu-demand-may-be-gone-permanently?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A41\">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://seekingalpha.com/article/4536320-nvidia-10b-gpu-demand-may-be-gone-permanently?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A41","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172549736","content_text":"SummaryEthereum switch away from GPU-based mining will permanently remove over $10 billion in demand for GPUs.Nvidia's revenues, margins, and profits are all going to take a dive.With a nosebleed valuation before the crypto demand crunches earnings, NVDA has a long way to fall before the valuation makes sense.Nvidia's (NASDAQ:NVDA) revenues primarily come from GPUs. And GPU market demand is about to drop permanently by perhaps in excess of $10 billion. On top of that, GPU margins are also about to take a big dive. The comments to my recent Nvidia articles, and the NVDA price action following the horrendous Q2 earnings pre-announcement, tell me that the market has no idea what is about to happen. The company's profits are going to take a big hit, and there is no quick recovery in sight.GPUs mine EthereumNvidia is the largest producer of discrete GPUs. GPUs purchased to use in cryptocurrency mining has been big business for a few years. Ethereum can be mined by GPUs, and has been valuable enough to make wide scale mining profitable at recent coin prices and elevated GPU prices. From increases in the Ethereum network hash rate we can tell that millions of GPUs were added in the recent past.Bit Info ChartsThe demand for mining has driven GPU prices to the moon. For example, 3D Center has tracked GPU prices and their data found that NVDA card prices were well over 2x the MSRP during much of 2021.3D CenterEstimating Ethereum GPU DemandSince Nvidia management has obfuscated the amount of demand for their GPUs coming from crypto mining (something the SEC sanctioned the company for), we can't know for sure what the actual numbers are. But we can get a ballpark estimate. Obviously a wide variety of cards models were added to the Ethereum network during 2021, with differing MH/s capabilities and pricing. But to keep the math simple we'll just pick a popular card, the Nvidia RTX 3080 Ti. Its MSRP is $1200, but given that during 2021 NVDA cards routinely sold for well over double the MSRP, we'll just estimate that the average price during the year was something like $2500. And there are different configurations for how many hashes per second a 3080 Ti can compute, but 110 MH/s isa reasonable estimate.BitInfoCharts says the Ethereum hash rate increased from 294 TH/s on December 31, 2020 to 926 TH/s on December 31, 2021. So during calendar year 2021, the Ethereum hash rate increased by about 632 TH/s. If all of that increase were from 110 MH/s Nvidia RTX 3080 Ti cards, it would mean over 6 million 3080 Ti cards were added to the Ethereum mining network on a full time basis. With an MSRP of $1200, if the cards actually sold for $2500 each, they would have totaled $15 billion. And this is on top of any cards purchased to mine other crypto coins besides Ethereum.The calculation ignores the increased amount paid for GPUs used only by gamers, and not used to mine Ethereum. Since those cards were selling for over 2x MSRP, the GPU mining demand led to something like a more than doubling of the amount spend on non-mining GPUs as well. This increased cost could easily be in the billions of dollars per year as well.Some of those cards may have been purchased anyway for use by gamers. But without the mining demand, the pricing (and NVDA's margins) would have been MUCH lower. It's safe to say that the crypto mining demand increased GPU sales by over $10 billion in 2021--and likely closer to $15 billion.Ethereum Will Stop Using GPUs to MineAnd now that demand is going away permanently. Ethereum is scheduled to switch from Proof of Work (generally GPU-based mining) to Proof of Stake (coin ownership)around September 15th. So no more GPUs will be purchased to mine Ethereum. And all the GPUs recently mining Ethereum will need to find other uses (likely many will be dumped into the used GPU market).Since Nvidia sold the supermajority of discrete graphics cards in 2021, they will take the brunt of the permanent reduction in demand. It would not be surprising to see their revenues drop more than $2 billion per quarter going forward.AMD (AMD) will also see the effects of this reduction in GPU demand, as forecasted by AMD management on their Q2 earnings call. But it will not affect AMD as much. AMD is in the market share gaining phase and can continue to take share from Nvidia, even while the overall market is getting smaller. Also, discrete GPUs are just a minority of AMD's business, and all the other business lines are growing rapidly. This is in contrast with Nvidia, which receives nearly all of its revenues from GPUs.Market Doesn't Get it YetOne of the major misconceptions by NVDA bulls is that the Ethereum change is well known and has already been fully priced in by the ~50% decline from the all-time highs. I don't agree.Firstly, that decline was at least significantly due to market-wide multiple compression of high multiple stocks. Many high-multiple stocks, or stock with no earnings, went down over 80%. NVDA had a TTM GAAP PE ratio of over 100 at its highs, and corrected down to a PE ratio around 50. Even without the crypto demand going away, NVDA would still be quite expensive.Secondly, as seen in the tweet below, many NVDA bulls and sell side analysts do not realize that the Ethereum change will result in a permanent loss of that revenue. They are thinking about the 2018 crypto crash that caused miners to slow purchasing of GPUs for mining because Ethereum prices dropped so low that mining was not profitable. But within months the Ethereum price began a long run upwards, making mining profitable again. And mining GPU purchases exploded, causing Nvidia GPU sales to increase and the market prices to far exceed MSRP. Nvidia was able to get back to prior revenue levels in only a year. This time is different. The mining demand is gone permanently. The core gamer demand for GPUs is nowhere close to being able to support that level of GPU sales.TwitterIn addition to losing the revenues, margins are getting squashed, as Nvidia has confirmed. Most gamers are not willing to pay anywhere near recent GPU prices. GPUs in Nvidia's \"Gaming\" line, selling for over twice MSRP, had enormous margins. And the MSRP itself was inflated due to the mining demand. And the sales mix was skewed to the higher end cards by the mining demand. Nvidia could charge AIBs (who assemble and market the final GPU cards) much higher prices for cards selling at much higher prices. Going forward, ASPs will decline significantly (as mix shifts), AIBs will require lower prices from Nvidia, and Nvidia's margins (and profits) will go down significantly.The pre-announced disastrous Q2 earnings probably does not fully demonstrate the new reality. In Q2 Nvidia GPU prices stayed well over MSRP and the Ethereum hashrate showed millions of GPUs still being used to mine. By the time Q3 and Q4 numbers arrive, GPU sales will be down further, GPU prices will be down further, and miners will likely have dumped millions of used cards into the market. The bloodbath has only just started.Nvidia pre-announced inventory and capacity charges of $1.32 billion for Q2, and GAAP margins of 43.7% (vs 65.1% expected). I think charges at a similar level will likely be needed to move the rest of their inventory in H2 given that the demand collapse has just begun, there is a huge amount of mining GPUs that may get dumped into the market, and NVDA needs to clear out inventory before launching their anticipated new products in H2. As a result of the decreased revenues, and lower margins, and these charges, I estimate Nvidia's GAAP earnings are probably going be somewhere around zero for perhaps Q2 and Q3 and are not likely to return to prior levels for years, if ever.In their FY 2022 (comparable to calendar 2021), Nvidia posted revenues of $26.9 billion. If something like $8 billion of that was from crypto mining demand that is permanently gone, that is a huge hit to their top and bottom lines. And since GPU pricing has dropped from over 2x MSRP to now below MSRP, margins will likely go down heavily as well. Earnings leverage looks great while sales and margins are rising, but it gets very ugly when those reverse downwards. With a current nosebleed TTM PE ratio of around 50, there is a lot of room for multiple compression as the market deals with the reality that Nvidia is a busted growth story with declining revenues, declining margins, and declining earnings.Valuations and risksCurrently there is not another cryptocurrency that is competitive for GPUs to mine and has a high enough price to make mining profitable with the amount of mining activity that Ethereum supported. Miners generally must pay for the electricity their rigs consume. If the coins earned from mining are not valuable enough to pay the electricity bill, the miner loses money. It's possible that some GPU-mineable crypto coin suddenly explodes in price and attracts some portion of the flood of GPUs that will be available when they can't be used for Ethereum. But on the flip side, there will be a lot of pressure on other coins to make their operations more environmentally friendly like Ethereum has. We could see mining for cryptocurrencies going away entirely.Even before the Ethereum mining demand went away, NVDA was ridiculously overpriced relative to peers. Now the valuation is going to be increasingly absurd without a massive decline in the stock price. For example, in Q2 AMD has caught up to Nvidia in revenues, is growing faster than NVDA, surpassed Nvidia in margins, and likely surpassed Nvidia in earnings. AMD also has a much more diversified set of business lines. Yet NVDA has a market cap 3x AMD's. There is going to be strong pressure for that mismatch in fundamentals and stock prices to correct. NVDA could drop below $100 and still be overpriced.Q2 comparisonNVDA is a cult stock, and has been driven to unsustainable levels. Many NVDA bulls and sell side analysts paint magical stories of future revenue growth unsupported by the fundamentals. It may take some time before the true believers wake up to reality. But the massive deterioration of the company's fundamentals will start that process in many minds. As with any stock, shorting is a risky proposition. Stocks with nonsensically high valuations (like NVDA) can be pushed up to even more absurd higher valuations. But at least with NVDA there will be little positive financial news for quite some time to embolden speculative stock traders.NVDA is a strong sell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}