Gibbie personal page - To The Moon

Gibbie

Gibbie

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01-20

$PayPal(PYPL)$ points please coins please

2023-12-14

$TSLA 20240119 250.0 PUT$ coins

2023-12-13

$TSLA 20240119 250.0 PUT$ points

2023-11-04

$celh earnings next week

2023-04-07

This is my first post

2023-03-20

pacific

@kookiz:$PacWest Bancorp(PACWP)$ At any point has this bank even been mentioned as one of the banks that could be in trouble? I have never seen them mentioned. Why would this not be a huge buying opportunity right now? The insiders bought a ton a couple weeks ago for over 20.

2023-03-04

Coins

@LMSunshine:How I Beat The Market By Analysing Economic Data & 🗞🗞🗞 Instead of “Buy the Rumor🗣🗣, Sell the News📰”

2023-03-04

Great ariticle, would you like to share it?

@koolgal:🌟🌟🌟My Favourite Singapore Consumer Defensive Stock🌟🌟🌟

2023-03-04

Great ariticle, would you like to share it?

@Tiger_SG:[Reward]Share One SGX Stock that could Benefit from China's Outbound Tourism

2022-12-14

$Tesla Motors(TSLA)$ BullishBullishok

2022-12-13

$Sea Ltd(SE)$ BullishBullishBullishBullishshopee

2022-12-12

$SoFi Technologies Inc.(SOFI)$ BullishBullishBullishBullishlplngterm

2022-12-11

$SoFi Technologies Inc.(SOFI)$ BullishBullishBullishBullishlongterm

2022-12-10

$SoFi Technologies Inc.(SOFI)$ BullishBullishBullishBullishlongrun

2022-12-09

$Sea Ltd(SE)$ BullishBullishBullishBullishshopee

2022-12-08

$Sea Ltd(SE)$ BullishBullishBullishBullishshopee

2022-12-07

$SoFi Technologies Inc.(SOFI)$ BullishBullishBullishBullishlongterm

2022-12-06

$Sea Ltd(SE)$ BullishBullishBullishBullishsea limited

2022-12-04

Yes

NIO And XPeng: Don't Choose The One Getting Squeezed Out

2022-12-04

$Tesla Motors(TSLA)$ BullishBullishBullishfsd

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/PACWP\">$PacWest Bancorp(PACWP)$</a> At any point has this bank even been mentioned as one of the banks that could be in trouble? I have never seen them mentioned. Why would this not be a huge buying opportunity right now? The insiders bought a ton a couple weeks ago for over 20.","listText":"<a href=\"https://ttm.financial/S/PACWP\">$PacWest Bancorp(PACWP)$</a> At any point has this bank even been mentioned as one of the banks that could be in trouble? I have never seen them mentioned. Why would this not be a huge buying opportunity right now? The insiders bought a ton a couple weeks ago for over 20.","text":"$PacWest Bancorp(PACWP)$ At any point has this bank even been mentioned as one of the banks that could be in trouble? I have never seen them mentioned. Why would this not be a huge buying opportunity right now? The insiders bought a ton a couple weeks ago for over 20.","images":[{"img":"https://community-static.tradeup.com/news/31c2ac6544bdb78f4638f8b3da3b5213","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943178229","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940238141,"gmtCreate":1677930667784,"gmtModify":1677930671135,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"Coins&nbsp;","listText":"Coins&nbsp;","text":"Coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940238141","repostId":"9957259153","repostType":1,"repost":{"id":9957259153,"gmtCreate":1677308230173,"gmtModify":1677308851895,"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4113904591642392","idStr":"4113904591642392"},"themes":[],"title":"How I Beat The Market By Analysing Economic Data & 🗞🗞🗞 Instead of “Buy the Rumor🗣🗣, Sell the News📰”","htmlText":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event &amp; sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy &amp; potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","listText":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event &amp; sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy &amp; potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","text":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event & sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy & potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","images":[{"img":"https://community-static.tradeup.com/news/19eabe9671eeee46908059cb5b060ec3","width":"1241","height":"1213"},{"img":"https://community-static.tradeup.com/news/1641d31881234e5b8f380eabf9d6d7a6","width":"1242","height":"755"},{"img":"https://community-static.tradeup.com/news/0d4633d3f7a7027c2d311e7d83887179","width":"1242","height":"622"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957259153","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940238380,"gmtCreate":1677930654240,"gmtModify":1677930657619,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940238380","repostId":"9957161300","repostType":1,"repost":{"id":9957161300,"gmtCreate":1677107764901,"gmtModify":1677107772687,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"🌟🌟🌟My Favourite Singapore Consumer Defensive Stock🌟🌟🌟","htmlText":"🌈🌈🌈My&nbsp; Favourite Singapore Consumer Defensive Stock is&nbsp;<a href=\"https://ttm.financial/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$ &nbsp;</a>&nbsp;With high inflation here, Sheng Siong&nbsp;&nbsp;will be resilient and impervious to economic cycles. Sheng Siong is the 3rd largest supermarket chain in Singapore with more than 65 locations and 4&nbsp;supermarkets in China with the 5th opening in 2nd quarter&nbsp;2023.&nbsp; &nbsp;Sheng Siong represents value for money to many Singaporeans especially the housewives.&nbsp; Sheng Siong's gross profit margin was 29.4% for 3Q FY 2022 compared to 29% in&nbsp; 3Q FY 2021.&nbsp; Its revenue declined by 4.2% year on year to SGD 333.5 million due to the Covid 19 measures in place&nbsp;and the closure of Jurong Fishery Port for 2 weeks in July 20","listText":"🌈🌈🌈My&nbsp; Favourite Singapore Consumer Defensive Stock is&nbsp;<a href=\"https://ttm.financial/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$ &nbsp;</a>&nbsp;With high inflation here, Sheng Siong&nbsp;&nbsp;will be resilient and impervious to economic cycles. Sheng Siong is the 3rd largest supermarket chain in Singapore with more than 65 locations and 4&nbsp;supermarkets in China with the 5th opening in 2nd quarter&nbsp;2023.&nbsp; &nbsp;Sheng Siong represents value for money to many Singaporeans especially the housewives.&nbsp; Sheng Siong's gross profit margin was 29.4% for 3Q FY 2022 compared to 29% in&nbsp; 3Q FY 2021.&nbsp; Its revenue declined by 4.2% year on year to SGD 333.5 million due to the Covid 19 measures in place&nbsp;and the closure of Jurong Fishery Port for 2 weeks in July 20","text":"🌈🌈🌈My Favourite Singapore Consumer Defensive Stock is $SHENG SIONG GROUP LTD(OV8.SI)$ With high inflation here, Sheng Siong will be resilient and impervious to economic cycles. Sheng Siong is the 3rd largest supermarket chain in Singapore with more than 65 locations and 4 supermarkets in China with the 5th opening in 2nd quarter 2023. Sheng Siong represents value for money to many Singaporeans especially the housewives. Sheng Siong's gross profit margin was 29.4% for 3Q FY 2022 compared to 29% in 3Q FY 2021. Its revenue declined by 4.2% year on year to SGD 333.5 million due to the Covid 19 measures in place and the closure of Jurong Fishery Port for 2 weeks in July 20","images":[{"img":"https://community-static.tradeup.com/news/2c419a8cdb4d4f8ec276838780f320ab","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957161300","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940238930,"gmtCreate":1677930641020,"gmtModify":1677930644754,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940238930","repostId":"9957196701","repostType":1,"repost":{"id":9957196701,"gmtCreate":1677066755204,"gmtModify":1677068722686,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106547232749330","idStr":"4106547232749330"},"themes":[],"title":"[Reward]Share One SGX Stock that could Benefit from China's Outbound Tourism","htmlText":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","listText":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","text":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","images":[{"img":"https://community-static.tradeup.com/news/723b6ea50a4a9e8ccaa94d24010b34e0","width":"1000","height":"666"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957196701","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921106322,"gmtCreate":1670987243966,"gmtModify":1676538471856,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishok","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishok","text":"$Tesla Motors(TSLA)$ BullishBullishok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921106322","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923517309,"gmtCreate":1670886789601,"gmtModify":1676538451723,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishshopee","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishshopee","text":"$Sea Ltd(SE)$ BullishBullishBullishBullishshopee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923517309","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923141748,"gmtCreate":1670814338284,"gmtModify":1676538439030,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishlplngterm","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishlplngterm","text":"$SoFi Technologies Inc.(SOFI)$ BullishBullishBullishBullishlplngterm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923141748","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929421889,"gmtCreate":1670722683342,"gmtModify":1676538422780,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishlongterm","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishlongterm","text":"$SoFi Technologies Inc.(SOFI)$ BullishBullishBullishBullishlongterm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929421889","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929665566,"gmtCreate":1670651961556,"gmtModify":1676538413046,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishlongrun","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishlongrun","text":"$SoFi Technologies Inc.(SOFI)$ BullishBullishBullishBullishlongrun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929665566","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929992620,"gmtCreate":1670579635160,"gmtModify":1676538398022,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishshopee","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishshopee","text":"$Sea Ltd(SE)$ BullishBullishBullishBullishshopee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929992620","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920831710,"gmtCreate":1670462112830,"gmtModify":1676538372655,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishshopee","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishshopee","text":"$Sea Ltd(SE)$ BullishBullishBullishBullishshopee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920831710","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967798059,"gmtCreate":1670375626071,"gmtModify":1676538354972,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishlongterm&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishlongterm&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ BullishBullishBullishBullishlongterm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967798059","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967889722,"gmtCreate":1670293171967,"gmtModify":1676538338753,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishsea limited&nbsp;","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishsea limited&nbsp;","text":"$Sea Ltd(SE)$ BullishBullishBullishBullishsea limited","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967889722","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964659320,"gmtCreate":1670137810561,"gmtModify":1676538309386,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964659320","repostId":"2288925832","repostType":4,"repost":{"id":"2288925832","pubTimestamp":1670121245,"share":"https://ttm.financial/m/news/2288925832?lang=&edition=fundamental","pubTime":"2022-12-04 10:34","market":"us","language":"en","title":"NIO And XPeng: Don't Choose The One Getting Squeezed Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2288925832","media":"seekingalpha","summary":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish inves","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Thesis</h2><p>Leading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China&#39;s embattled pure-play BEV makers.</p><p>Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV&#39;s YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.</p><p>Hence, we believe it&#39;s opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.</p><p>Our assessment indicates that one company has executed much better as China&#39;s economy worsened in 2022. China&#39;s stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China&#39;s manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.</p><p>Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.</p><p>We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China&#39;s NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3&#39;22, ahead of Tesla (TSLA).</p><p>Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.</p><p>We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.</p><p>Maintain Speculative Buy on NIO and Hold on XPEV.</p><h2>Competition In China Has Intensified</h2><p>China&#39;s economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China&#39;s leading NEV makers have made robust progress in 2022.</p><p>For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.</p><p>Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.</p><p>Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it&#39;s vital to assess which company could emerge as the stronger competitor to take on these behemoths.</p><p>Furthermore, China&#39;s NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.</p><p>Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it&#39;s one that XPeng has fallen short in 2022.</p><h2>XPeng Restructures</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61e462b6ef38ba6c0893c716ae23dcdc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Vehicle margins % (Company filings)</span></p><p>Given XPeng&#39;s low vehicle margins operating model, it&#39;s imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.</p><p>However, XPeng&#39;s massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.</p><p>With a vehicle margin of just 11.6% in Q3 (up from Q2&#39;s 9.1%), XPeng&#39;s profitability has improved QoQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e172d47aa15683ff6c89cf5c9e8dbd2\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Deliveries (Company filings)</span></p><p>However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2&#39;s 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:</p><blockquote>Frankly, we&#39;re going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we&#39;ll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3&#39;22 earnings call)</blockquote><p>Hence, we believe there&#39;s little doubt that the increasingly competitive landscape hammered XPeng&#39;s execution. Therefore, moving forward, we think it&#39;s better to watch the action from the sidelines unless you have a very high conviction in XPeng&#39;s management.</p><p>XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: &#34;The Company expects that deliveries will significantly increase in December 2022 as G9&#39;s production ramp-up accelerates under normalized operating conditions.&#34;</p><p>We believe that XPEV&#39;s battering toward its October lows has likely reflected significant pessimism. But, we don&#39;t think the recent rally is sustainable, as its price action suggests a massive covering rally.</p><p>As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.</p><h2>Rotate To NIO<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b388563a2b413a07256e586ffbaa59a0\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NIO Deliveries (Company filings)</span></p></h2><p>NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China&#39;s economic malaise.</p><p>While China&#39;s COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.</p><p>Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: &#34;NIO will further accelerate the production and delivery in December 2022.&#34;</p><p>NIO CEO William Li also telegraphed recently why it&#39;s critical for NIO to remain deeply entrenched as one of China&#39;s leading NEV leaders, given intensifying competition. Li accentuated:</p><blockquote>If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPost</blockquote><p>Therefore, we believe it&#39;s no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.</p><p>Don&#39;t assume these OEM makers are &#34;dead&#34; yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.</p><h2>Is NIO Or XPEV Stock A Buy, Sell, Or Hold?</h2><p><i>Maintain Speculative Buy on NIO and Hold on XPEV.</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbee3aba450db5a7c84dee25b0094d59\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>XPEV price chart (weekly) (TradingView)</span></p><p>The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.</p><p>As such, the market&#39;s battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.</p><p>As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/315a624b01e18068ea47037b78f4f8b6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>NIO price chart (weekly) (TradingView)</span></p><p>NIO&#39;s price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.</p><p>Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China&#39;s increasingly competitive EV market.</p></body></html>","source":"seekingalpha","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 And XPeng: Don't Choose The One Getting Squeezed Out</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 And XPeng: Don't Choose The One Getting Squeezed Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","09866":"蔚来-SW","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288925832","content_text":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.Maintain Speculative Buy on NIO and Hold on XPEV.Competition In China Has IntensifiedChina's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.XPeng RestructuresXPeng Vehicle margins % (Company filings)Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.XPeng Deliveries (Company filings)However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: \"The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions.\"We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.Rotate To NIONIO Deliveries (Company filings)NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: \"NIO will further accelerate the production and delivery in December 2022.\"NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPostTherefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.Don't assume these OEM makers are \"dead\" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.Is NIO Or XPEV Stock A Buy, Sell, Or Hold?Maintain Speculative Buy on NIO and Hold on XPEV.XPEV price chart (weekly) (TradingView)The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.NIO price chart (weekly) (TradingView)NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964659060,"gmtCreate":1670137766550,"gmtModify":1676538309386,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564398446314499","idStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishfsd","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishfsd","text":"$Tesla Motors(TSLA)$ BullishBullishBullishfsd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964659060","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9906685124,"gmtCreate":1659535728371,"gmtModify":1705981344946,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>&nbsp;finally recovering after reporting a 🍓&nbsp;good&nbsp;quarter. the growth story has improved which is further solidified by&nbsp;its strong showing this quarter despite the economic headwinds.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>&nbsp;finally recovering after reporting a 🍓&nbsp;good&nbsp;quarter. the growth story has improved which is further solidified by&nbsp;its strong showing this quarter despite the economic headwinds.&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ finally recovering after reporting a 🍓 good quarter. the growth story has improved which is further solidified by its strong showing this quarter despite the economic headwinds.","images":[{"img":"https://community-static.tradeup.com/news/52510a16b850f2621191f6a8ad93ccd5","width":"1440","height":"2474"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906685124","isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584000002603956","authorId":"3584000002603956","name":"mikeong","avatar":"https://static.tigerbbs.com/7cad8cf5019a1d171c98cdb5fb97860c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3584000002603956","authorIdStr":"3584000002603956"},"content":"go go go","text":"go go go","html":"go go go"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9903870983,"gmtCreate":1659011060342,"gmtModify":1676536243398,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>this counter&nbsp;has been relatively less volatile than bigger names lately&nbsp;","listText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>this counter&nbsp;has been relatively less volatile than bigger names lately&nbsp;","text":"$Celsius Holdings, Inc.(CELH)$this counter has been relatively less volatile than bigger names lately","images":[{"img":"https://community-static.tradeup.com/news/58073f7a90fa546709db334749074d9e","width":"1440","height":"2590"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":33,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9903870983","isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9077719726,"gmtCreate":1658579102865,"gmtModify":1676536178758,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>it's now more than double from its recent low from the March sell-off. And with the weakness yesterday due to Snap earning disappointment affecting investor's sentiment,&nbsp;the pullback&nbsp;is not unexpected.","listText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>it's now more than double from its recent low from the March sell-off. And with the weakness yesterday due to Snap earning disappointment affecting investor's sentiment,&nbsp;the pullback&nbsp;is not unexpected.","text":"$Celsius Holdings, Inc.(CELH)$it's now more than double from its recent low from the March sell-off. And with the weakness yesterday due to Snap earning disappointment affecting investor's sentiment, the pullback is not unexpected.","images":[{"img":"https://community-static.tradeup.com/news/e0340d9ee75cfcc56da091d8a4f51995","width":"1440","height":"2590"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":34,"commentSize":38,"repostSize":0,"link":"https://ttm.financial/post/9077719726","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582942911161794","authorId":"3582942911161794","name":"Nanamoney","avatar":"https://static.tigerbbs.com/8624e691b889b8bc4515d1884744eb5a","crmLevel":4,"crmLevelSwitch":1,"idStr":"3582942911161794","authorIdStr":"3582942911161794"},"content":"shall see and thanks for sharing","text":"shall see and thanks for sharing","html":"shall see and thanks for sharing"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072138991,"gmtCreate":1657979718413,"gmtModify":1676536090124,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>nice move up. Indeed one of the stronger stock in this bear market. Now positive YTD","listText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>nice move up. Indeed one of the stronger stock in this bear market. Now positive YTD","text":"$Celsius Holdings, Inc.(CELH)$nice move up. Indeed one of the stronger stock in this bear market. Now positive YTD","images":[{"img":"https://community-static.tradeup.com/news/0e336c1e8ae01880873872964cab798f","width":"1440","height":"3811"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":43,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072138991","isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901048591,"gmtCreate":1659103722613,"gmtModify":1676536258118,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>good move tesla. Arkk is still down even with tesla strong showing. what's your thoughts on $Roku&nbsp;$tdoc $zm?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>good move tesla. Arkk is still down even with tesla strong showing. what's your thoughts on $Roku&nbsp;$tdoc $zm?","text":"$Tesla Motors(TSLA)$good move tesla. Arkk is still down even with tesla strong showing. what's your thoughts on $Roku $tdoc $zm?","images":[{"img":"https://community-static.tradeup.com/news/2c67dd695a19860ec06109da68d586d3","width":"1440","height":"2560"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":33,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9901048591","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093481142877640","authorId":"4093481142877640","name":"HuatKueh","avatar":"https://static.tigerbbs.com/af56f08bd321a6b44128001b4d6b947e","crmLevel":4,"crmLevelSwitch":0,"idStr":"4093481142877640","authorIdStr":"4093481142877640"},"content":"Cool! Good for u","text":"Cool! Good for u","html":"Cool! Good for u"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901048942,"gmtCreate":1659103645886,"gmtModify":1676536258101,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>very strong move for a large cap tech stocks and good earning reports. It seems that cloud division continues to thrive.&nbsp;The strong results&nbsp;tempered fear of recession.","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>very strong move for a large cap tech stocks and good earning reports. It seems that cloud division continues to thrive.&nbsp;The strong results&nbsp;tempered fear of recession.","text":"$Amazon.com(AMZN)$very strong move for a large cap tech stocks and good earning reports. It seems that cloud division continues to thrive. The strong results tempered fear of recession.","images":[{"img":"https://community-static.tradeup.com/news/a7f6ec6f61c37002734ad89172df2b8d","width":"1440","height":"2474"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9901048942","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9077889013,"gmtCreate":1658490828632,"gmtModify":1676536166898,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>another over 100% revenue increase this 2Q is expected by analysts. Based on recent Nielsen data, this could be exceeded. Will this revisit $100 soon?&nbsp;","listText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>another over 100% revenue increase this 2Q is expected by analysts. Based on recent Nielsen data, this could be exceeded. Will this revisit $100 soon?&nbsp;","text":"$Celsius Holdings, Inc.(CELH)$another over 100% revenue increase this 2Q is expected by analysts. Based on recent Nielsen data, this could be exceeded. Will this revisit $100 soon?","images":[{"img":"https://community-static.tradeup.com/news/332056827c114c87a69256ca1f96cab1","width":"1440","height":"2590"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":28,"repostSize":0,"link":"https://ttm.financial/post/9077889013","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9904818844,"gmtCreate":1660017352790,"gmtModify":1703477025554,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>after stellar earning results, here comes the news about softbank selling its stake to beef up liquidity. But if you believe in the execution of the management, which has been good so far, this should not be a cause of concern.","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>after stellar earning results, here comes the news about softbank selling its stake to beef up liquidity. But if you believe in the execution of the management, which has been good so far, this should not be a cause of concern.","text":"$SoFi Technologies Inc.(SOFI)$after stellar earning results, here comes the news about softbank selling its stake to beef up liquidity. But if you believe in the execution of the management, which has been good so far, this should not be a cause of concern.","images":[{"img":"https://community-static.tradeup.com/news/83b6cd9ce0e7b0d6fb5f6673416f813a","width":"1440","height":"2590"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":27,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9904818844","isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582677971530678","authorId":"3582677971530678","name":"BlueDaisy","avatar":"https://static.tigerbbs.com/0747094283743978b62fb8b1ee2cf44c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582677971530678","authorIdStr":"3582677971530678"},"content":"I'll wait till it is profitable.","text":"I'll wait till it is profitable.","html":"I'll wait till it is profitable."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905713998,"gmtCreate":1659936656616,"gmtModify":1703476191013,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>Nasdaq and S&amp;P are currently flat. Investors/traders are probably waiting for the Wednesday inflation data. This is one of the two inflation data before the Fed meets in September which is likely to influence whether the Fed can pause or downsize their aggressive monetary tightening.","listText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>Nasdaq and S&amp;P are currently flat. Investors/traders are probably waiting for the Wednesday inflation data. This is one of the two inflation data before the Fed meets in September which is likely to influence whether the Fed can pause or downsize their aggressive monetary tightening.","text":"$Celsius Holdings, Inc.(CELH)$Nasdaq and S&P are currently flat. Investors/traders are probably waiting for the Wednesday inflation data. This is one of the two inflation data before the Fed meets in September which is likely to influence whether the Fed can pause or downsize their aggressive monetary tightening.","images":[{"img":"https://community-static.tradeup.com/news/773e27dcbfd04d10202f5f8b0cb7402b","width":"1440","height":"2590"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":25,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905713998","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9992517965,"gmtCreate":1661339510361,"gmtModify":1676536499227,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>very strong despite the flattish index performance yesterday. Celsius just made a new all time high.&nbsp; Will this continue for the rest of the week? Go go go","listText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>very strong despite the flattish index performance yesterday. Celsius just made a new all time high.&nbsp; Will this continue for the rest of the week? Go go go","text":"$Celsius Holdings, Inc.(CELH)$very strong despite the flattish index performance yesterday. Celsius just made a new all time high. Will this continue for the rest of the week? Go go go","images":[{"img":"https://community-static.tradeup.com/news/7e99d283a04c081fba9d1012ef761ca4","width":"1440","height":"2005"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9992517965","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9991608029,"gmtCreate":1660819352597,"gmtModify":1676536404933,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>so far this has been quite resilient amidst the retracement in the major indices. It is just ~10% below its all time high now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>so far this has been quite resilient amidst the retracement in the major indices. It is just ~10% below its all time high now.&nbsp;","text":"$Celsius Holdings, Inc.(CELH)$so far this has been quite resilient amidst the retracement in the major indices. It is just ~10% below its all time high now.","images":[{"img":"https://community-static.tradeup.com/news/fa38d5d2c851d93753c44559939e86a3","width":"1440","height":"2005"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991608029","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9907925417,"gmtCreate":1660132421241,"gmtModify":1703478223796,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BYOB\">$Tidal ETF Trust(BYOB)$</a>former $GIGE changed its ticker name to a more memorable BYOB. Yet to see if this will attract attention and therefore inflows. $sofi","listText":"<a href=\"https://ttm.financial/S/BYOB\">$Tidal ETF Trust(BYOB)$</a>former $GIGE changed its ticker name to a more memorable BYOB. Yet to see if this will attract attention and therefore inflows. $sofi","text":"$Tidal ETF Trust(BYOB)$former $GIGE changed its ticker name to a more memorable BYOB. Yet to see if this will attract attention and therefore inflows. $sofi","images":[{"img":"https://community-static.tradeup.com/news/66d00fa130243e501a710a6e8595bb5a","width":"1440","height":"2474"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907925417","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9998073699,"gmtCreate":1660910026313,"gmtModify":1676536421875,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>is holding up yesterday amidst the decline in other growth stocks. If the market turns bullish, hopefully this can make a&nbsp;new ATH soon","listText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>is holding up yesterday amidst the decline in other growth stocks. If the market turns bullish, hopefully this can make a&nbsp;new ATH soon","text":"$Celsius Holdings, Inc.(CELH)$is holding up yesterday amidst the decline in other growth stocks. If the market turns bullish, hopefully this can make a new ATH soon","images":[{"img":"https://community-static.tradeup.com/news/7a484f7a49885f1478080875fc8dca5b","width":"1440","height":"2005"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998073699","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9992309932,"gmtCreate":1661257397228,"gmtModify":1676536483693,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>while the market is down for the past few days, Celsius surged by 5% yesterday showing some relative strength","listText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>while the market is down for the past few days, Celsius surged by 5% yesterday showing some relative strength","text":"$Celsius Holdings, Inc.(CELH)$while the market is down for the past few days, Celsius surged by 5% yesterday showing some relative strength","images":[{"img":"https://community-static.tradeup.com/news/6e3162fbd8251d15c50303ac03ae0210","width":"1440","height":"2005"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992309932","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9902050458,"gmtCreate":1659617893776,"gmtModify":1705983337684,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>$9988 pops as it beats earning expectation during the quarter while reporting a relatively flat revenu. Will this finally the turning point&nbsp;for&nbsp;this stock?&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>$9988 pops as it beats earning expectation during the quarter while reporting a relatively flat revenu. Will this finally the turning point&nbsp;for&nbsp;this stock?&nbsp;","text":"$Alibaba(BABA)$$9988 pops as it beats earning expectation during the quarter while reporting a relatively flat revenu. Will this finally the turning point for this stock?","images":[{"img":"https://community-static.tradeup.com/news/255cf9f2893698f0b9030d1381089f0c","width":"1440","height":"2706"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902050458","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"content":"stock is up","text":"stock is up","html":"stock is up"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9987903449,"gmtCreate":1667785200182,"gmtModify":1676537962616,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"Count","listText":"Count","text":"Count","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":15,"repostSize":0,"link":"https://ttm.financial/post/9987903449","repostId":"2280527752","repostType":4,"repost":{"id":"2280527752","pubTimestamp":1667576825,"share":"https://ttm.financial/m/news/2280527752?lang=&edition=fundamental","pubTime":"2022-11-04 23:47","market":"us","language":"en","title":"Apple: Time To Reset Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2280527752","media":"seekingalpha","summary":"SummaryApple has been a driving force behind the market, but expectations need to be reset.A weakeni","content":"<html><head></head><body><p>Summary</p><ul><li>Apple has been a driving force behind the market, but expectations need to be reset.</li><li>A weakening consumer will be a headwind for Apple in the near term.</li><li>Apple released its Q4 earnings last week that were actually pretty solid when compared to the other tech giants that struggled mightily last week.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has been the glue that has held the big tech sector together over the course of the past week. When the likes of <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> reported poor or &#34;OK&#34; numbers with weak guidance, those stocks fell and some fell really hard.</p><p>Take a look at the performance for these stocks over the past six trading days:</p><ul><li><b>META down over 30%</b></li><li><b>AMZN down over 25%</b></li><li><b>GOOGL down over 15%</b></li><li><b>MSFT down over 12%</b></li></ul><p>Then comes AAPL who reported Q4 earnings towards the end of the week, and they were pretty solid. AAPL shares jumped nearly 8% the day after reporting earnings.</p><p>Given that the consumer is beginning to weaken, which has become more evident with the plummeting personal savings numbers which have been cleared out due to high inflation and rising interest rates, I believe the consumer headwinds are a cause for concern as it pertains to AAPL shares.</p><h2>Q4 Earnings Were Enough</h2><p>Apple reported Q4 2022 earnings that showed the following:</p><ul><li><b>EPS </b>$1.29 vs. $1.27 estimated</li><li><b>Revenue</b>. $90.15 billion vs. $88.90 billion estimated, <b>up 8.1%</b> year-over-year</li><li><b>iPhone revenue:</b> $42.63 billion vs. $43.21 billion estimated, <b>up 9.67%</b> year-over-year</li><li><b>Mac revenue:</b> $11.51 billion vs. $9.36 billion estimated, <b>up 25.39%</b> year-over-year</li><li><b>iPad revenue</b>: $7.17 billion vs. $7.94 billion estimated, <b>down 13.06%</b> year-over-year</li><li><b>Other Products revenue: </b>$9.65 billion vs. $9.17 billion estimated, <b>up 9.85%</b> year-over-year</li><li><b>Services revenue:</b> $19.19 billion vs. $20.10 billion estimated, <b>up 4.98%</b> year-over-year</li><li><b>Gross margin:</b> 42.3% vs. 42.1% estimated</li></ul><p>Apple beat on both the top and bottom line, but iPhone revenue and iPad revenue fell short. Mac revenue on the other hand surged higher, growing 25% over the prior year.</p><p>Apple did not provide any additional guidance for their Q1 2023 quarter, which tends to be the strongest quarter of the year, as it falls within the holidays.</p><p>Some of the revenue earned during the quarter was attributed to Q3 sales that were not fulfilled due to supply chain issues at the time, but most of those issues have been resolved.</p><h2>Headwinds Are Evident</h2><p>When assessing a stock, it is always important to look from the outside in. I like to first focus on the macro environment and see how it can affect a specific company before looking more at company specific metrics.</p><p>From a macro environment standpoint, the headwinds are evident. It is not secret that Apple generates the majority of their revenue outside of the US and that means they continue to fight the currency headwind. <b>Apple CEO Tim Cook stated that revenue would have grown &#34;double-digits&#34; if not for the strong US dollar.</b></p><p>Mr. Cook went on to explain that the &#34;foreign currency headwinds were over 600 basis points during the most recent quarter&#34;, which is quite significant.</p><p>Although the most recent quarter did not run into that many supply chain issues, as explained by the management team, one area that was supply constrained was the iPhone 14 Pro. Based on orders and wait times, the more expensive iPhone 14 Pro has been selling quite well. The iPhone 14 (regular) on the other hand not so much, and this is where a lot of rumblings have been coming out about suppliers pausing work based on Apple&#39;s direction.</p><p>Apple glass supplier Corning (GLW) noted in their most recent quarterly report that smartphone and tablet sales slowed, which could book a look-through to the next quarter for Apple.</p><p>The next headwind is one that might hurt the worst, a weakening consumer. Recent financial data came out showing signs that the US consumer could be breaking down. The total US credit card balance hit $916 billion in September, as consumers turn to credit to help deal with high inflation. In addition, the boom in the personal savings rate that we heard about during the pandemic, is all but gone. In fact, the US personal savings hit $555.7 billion, which was the lowest levels seen since 2009.</p><p>A weakening consumer means that larger purchases, like iPhones, iPads, Macs, and all that will be second guessed.</p><p>And finally, the Services segment of Apple that many have been high on for years now, is beginning to slow. In Q4, the Services segment grew only 5%. In fact, total revenue by quarter has fallen for two consecutive quarters now for the first time ever.</p><p>To combat this, Apple did recently announce price hikes to many of their service offerings, such as: Apple Music, Apple TV+, and Apple One.</p><h2>Investor Takeaway</h2><p>Apple has held the tech sector together for the most part in what was a brutal earnings season for the sector, but I do not foresee that being the case much longer. Apple themselves did not give any guidance, but they did give &#34;direction&#34; and that was mostly focused on a slow holiday season it was is typically their best quarter.</p><p>Given all of this and the headwinds I discussed, I believe it is important for analysts and investors to reset expectations with the stock.</p><p>Apple trades at a price to earnings multiple of 24x and I believe this is just much too high given expectations for the next year. Analysts right now are expecting EPS of $6.28 and revenues of $407.5 billion, which would equate to growth of 2.8% and 3.3%, respectively. Paying 24x for a company growing at those fractions is much too high, which is why I believe the stock needs to come down.</p><p>I love AAPL and believe it can be an essential part of your portfolio, but adding shares at these levels is not in the cards for me at the moment.</p></body></html>","source":"seekingalpha","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>Apple: Time To Reset Expectations</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\">\nApple: Time To Reset Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4552702-apple-time-to-reset-expectations><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a driving force behind the market, but expectations need to be reset.A weakening consumer will be a headwind for Apple in the near term.Apple released its Q4 earnings last week ...</p>\n\n<a href=\"https://seekingalpha.com/article/4552702-apple-time-to-reset-expectations\">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"},"source_url":"https://seekingalpha.com/article/4552702-apple-time-to-reset-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2280527752","content_text":"SummaryApple has been a driving force behind the market, but expectations need to be reset.A weakening consumer will be a headwind for Apple in the near term.Apple released its Q4 earnings last week that were actually pretty solid when compared to the other tech giants that struggled mightily last week.Apple has been the glue that has held the big tech sector together over the course of the past week. When the likes of Amazon, Meta Platforms, Microsoft , and Alphabet  reported poor or \"OK\" numbers with weak guidance, those stocks fell and some fell really hard.Take a look at the performance for these stocks over the past six trading days:META down over 30%AMZN down over 25%GOOGL down over 15%MSFT down over 12%Then comes AAPL who reported Q4 earnings towards the end of the week, and they were pretty solid. AAPL shares jumped nearly 8% the day after reporting earnings.Given that the consumer is beginning to weaken, which has become more evident with the plummeting personal savings numbers which have been cleared out due to high inflation and rising interest rates, I believe the consumer headwinds are a cause for concern as it pertains to AAPL shares.Q4 Earnings Were EnoughApple reported Q4 2022 earnings that showed the following:EPS $1.29 vs. $1.27 estimatedRevenue. $90.15 billion vs. $88.90 billion estimated, up 8.1% year-over-yeariPhone revenue: $42.63 billion vs. $43.21 billion estimated, up 9.67% year-over-yearMac revenue: $11.51 billion vs. $9.36 billion estimated, up 25.39% year-over-yeariPad revenue: $7.17 billion vs. $7.94 billion estimated, down 13.06% year-over-yearOther Products revenue: $9.65 billion vs. $9.17 billion estimated, up 9.85% year-over-yearServices revenue: $19.19 billion vs. $20.10 billion estimated, up 4.98% year-over-yearGross margin: 42.3% vs. 42.1% estimatedApple beat on both the top and bottom line, but iPhone revenue and iPad revenue fell short. Mac revenue on the other hand surged higher, growing 25% over the prior year.Apple did not provide any additional guidance for their Q1 2023 quarter, which tends to be the strongest quarter of the year, as it falls within the holidays.Some of the revenue earned during the quarter was attributed to Q3 sales that were not fulfilled due to supply chain issues at the time, but most of those issues have been resolved.Headwinds Are EvidentWhen assessing a stock, it is always important to look from the outside in. I like to first focus on the macro environment and see how it can affect a specific company before looking more at company specific metrics.From a macro environment standpoint, the headwinds are evident. It is not secret that Apple generates the majority of their revenue outside of the US and that means they continue to fight the currency headwind. Apple CEO Tim Cook stated that revenue would have grown \"double-digits\" if not for the strong US dollar.Mr. Cook went on to explain that the \"foreign currency headwinds were over 600 basis points during the most recent quarter\", which is quite significant.Although the most recent quarter did not run into that many supply chain issues, as explained by the management team, one area that was supply constrained was the iPhone 14 Pro. Based on orders and wait times, the more expensive iPhone 14 Pro has been selling quite well. The iPhone 14 (regular) on the other hand not so much, and this is where a lot of rumblings have been coming out about suppliers pausing work based on Apple's direction.Apple glass supplier Corning (GLW) noted in their most recent quarterly report that smartphone and tablet sales slowed, which could book a look-through to the next quarter for Apple.The next headwind is one that might hurt the worst, a weakening consumer. Recent financial data came out showing signs that the US consumer could be breaking down. The total US credit card balance hit $916 billion in September, as consumers turn to credit to help deal with high inflation. In addition, the boom in the personal savings rate that we heard about during the pandemic, is all but gone. In fact, the US personal savings hit $555.7 billion, which was the lowest levels seen since 2009.A weakening consumer means that larger purchases, like iPhones, iPads, Macs, and all that will be second guessed.And finally, the Services segment of Apple that many have been high on for years now, is beginning to slow. In Q4, the Services segment grew only 5%. In fact, total revenue by quarter has fallen for two consecutive quarters now for the first time ever.To combat this, Apple did recently announce price hikes to many of their service offerings, such as: Apple Music, Apple TV+, and Apple One.Investor TakeawayApple has held the tech sector together for the most part in what was a brutal earnings season for the sector, but I do not foresee that being the case much longer. Apple themselves did not give any guidance, but they did give \"direction\" and that was mostly focused on a slow holiday season it was is typically their best quarter.Given all of this and the headwinds I discussed, I believe it is important for analysts and investors to reset expectations with the stock.Apple trades at a price to earnings multiple of 24x and I believe this is just much too high given expectations for the next year. Analysts right now are expecting EPS of $6.28 and revenues of $407.5 billion, which would equate to growth of 2.8% and 3.3%, respectively. Paying 24x for a company growing at those fractions is much too high, which is why I believe the stock needs to come down.I love AAPL and believe it can be an essential part of your portfolio, but adding shares at these levels is not in the cards for me at the moment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988786537,"gmtCreate":1666833359429,"gmtModify":1676537813014,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"GG&nbsp;","listText":"GG&nbsp;","text":"GG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9988786537","repostId":"1185629030","repostType":4,"repost":{"id":"1185629030","pubTimestamp":1666825642,"share":"https://ttm.financial/m/news/1185629030?lang=&edition=fundamental","pubTime":"2022-10-27 07:07","market":"us","language":"en","title":"Meta Tumbles as Sales Forecast Shows Depth of Ad-Market Weakness","url":"https://stock-news.laohu8.com/highlight/detail?id=1185629030","media":"Bloomberg","summary":"Meta Platforms Inc. gave a forecast for revenue in the fourth quarter that was on the low end of ana","content":"<html><head></head><body><p>Meta Platforms Inc. gave a forecast for revenue in the fourth quarter that was on the low end of analysts’ estimates, showing the social-media platform continues to struggle with a weak advertising market amid an economic slowdown.</p><p>The owner of Instagram and Facebook said it sees $30 billion to $32.5 billion in revenue in the last three months of the year. Analysts had been expecting $32.2 billion, according to estimates compiled by Bloomberg. The shares tumbled more than 12% in extended trading and are down more than 55% this year through Wednesday’s close.</p><p>Meta, which makes most of its revenue from advertising, is grappling with a decline in marketers’ budgets due to economic uncertainty and a recent change in Apple Inc.’s privacy rules that made social media ads less effective. The company has cut costs by slowing hiring and narrowing priorities to focus on keeping its social media platforms relevant and expanding virtual reality offerings.</p><p>But with Meta in a revenue slump potentially for the long haul, Chief Executive Officer Mark Zuckerberg said the company is making “significant changes across the board to operate more efficiently,” and has “increased scrutiny on all areas of operating expenses.”</p><p>This year, Meta has transformed a number of key parts of its business. As ByteDance Ltd.’s popular TikTok app has won users’ time and accustomed them to a feed of vertical videos based on users’ interests, Meta has changed Facebook and Instagram’s experiences to show more algorithmically-chosen content and less from the people you follow. Its short-form videos, called Reels, are meant to increase user engagement and revenue opportunities on the app.</p><p>The company, which changed its name from Facebook to Meta a year ago, is also betting big on the metaverse, virtual-reality-fueled gathering places that Zuckerberg thinks will host the future of work and communication. The effort is losing Meta billions, and the company expects to lose more money on the metaverse bet next year.</p><p>Meta now expects total expenses for this year to be $85 billion to $87 billion. For 2023, that number will grow to an expected $96 billion to $101 billion, it said on Wednesday.</p><p>“While we face near-term challenges on revenue, the fundamentals are there for a return to stronger revenue growth,” Zuckerberg said in a statement. “We’re approaching 2023 with a focus on prioritization and efficiency that will help us navigate the current environment and emerge an even stronger company.”</p><p>Meta’s legacy social media products need to remain popular enough to generate the advertising revenue that will fund the metaverse vision. In the third quarter, 4% more people spent time on Meta’s platforms every day, compared with the same period last year, with 2.93 billion daily active users. Monthly, the tech giant saw 3.71 billion active users.</p><p>“Meta is on shaky legs when it comes to the current state of its business,” said Debra Aho Williamson, an analyst at Insider Intelligence. “Zuckerberg’s decision to focus his company on the future promise of the metaverse took his attention away from the unfortunate realities of today: Meta is under incredible pressure from weakening worldwide economic conditions, challenges with Apple’s App Tracking Transparency policy, and competition from other companies, including TikTok, for users and revenue.”</p><p>But Meta isn’t the only tech company to succumb to the new economic reality. On Tuesday, Alphabet Inc. reported third-quarter earnings and revenue that missed analysts’ expectations. Google, which had been uniquely resilient to this year’s digital ad slowdown, and YouTube both saw sales fall short of estimates. Last week Snap Inc. reported the slowest quarterly sales growth ever even after spending the year shrinking and refocusing its business. Shares of Snap and Pinterest Inc. both fell after Meta’s report.</p><p>In the third quarter, Meta posted revenue of $27.7 billion, slightly beating analysts’ average estimate for $27.4 billion. Net income fell 52% from the same quarter last year to $4.4 billion. Earnings per share were $1.64, below the $1.88 per share average estimate.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Tumbles as Sales Forecast Shows Depth of Ad-Market Weakness</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 Tumbles as Sales Forecast Shows Depth of Ad-Market Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/meta-gives-tepid-revenue-forecast-202926131.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms Inc. gave a forecast for revenue in the fourth quarter that was on the low end of analysts’ estimates, showing the social-media platform continues to struggle with a weak advertising ...</p>\n\n<a href=\"https://finance.yahoo.com/news/meta-gives-tepid-revenue-forecast-202926131.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://finance.yahoo.com/news/meta-gives-tepid-revenue-forecast-202926131.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185629030","content_text":"Meta Platforms Inc. gave a forecast for revenue in the fourth quarter that was on the low end of analysts’ estimates, showing the social-media platform continues to struggle with a weak advertising market amid an economic slowdown.The owner of Instagram and Facebook said it sees $30 billion to $32.5 billion in revenue in the last three months of the year. Analysts had been expecting $32.2 billion, according to estimates compiled by Bloomberg. The shares tumbled more than 12% in extended trading and are down more than 55% this year through Wednesday’s close.Meta, which makes most of its revenue from advertising, is grappling with a decline in marketers’ budgets due to economic uncertainty and a recent change in Apple Inc.’s privacy rules that made social media ads less effective. The company has cut costs by slowing hiring and narrowing priorities to focus on keeping its social media platforms relevant and expanding virtual reality offerings.But with Meta in a revenue slump potentially for the long haul, Chief Executive Officer Mark Zuckerberg said the company is making “significant changes across the board to operate more efficiently,” and has “increased scrutiny on all areas of operating expenses.”This year, Meta has transformed a number of key parts of its business. As ByteDance Ltd.’s popular TikTok app has won users’ time and accustomed them to a feed of vertical videos based on users’ interests, Meta has changed Facebook and Instagram’s experiences to show more algorithmically-chosen content and less from the people you follow. Its short-form videos, called Reels, are meant to increase user engagement and revenue opportunities on the app.The company, which changed its name from Facebook to Meta a year ago, is also betting big on the metaverse, virtual-reality-fueled gathering places that Zuckerberg thinks will host the future of work and communication. The effort is losing Meta billions, and the company expects to lose more money on the metaverse bet next year.Meta now expects total expenses for this year to be $85 billion to $87 billion. For 2023, that number will grow to an expected $96 billion to $101 billion, it said on Wednesday.“While we face near-term challenges on revenue, the fundamentals are there for a return to stronger revenue growth,” Zuckerberg said in a statement. “We’re approaching 2023 with a focus on prioritization and efficiency that will help us navigate the current environment and emerge an even stronger company.”Meta’s legacy social media products need to remain popular enough to generate the advertising revenue that will fund the metaverse vision. In the third quarter, 4% more people spent time on Meta’s platforms every day, compared with the same period last year, with 2.93 billion daily active users. Monthly, the tech giant saw 3.71 billion active users.“Meta is on shaky legs when it comes to the current state of its business,” said Debra Aho Williamson, an analyst at Insider Intelligence. “Zuckerberg’s decision to focus his company on the future promise of the metaverse took his attention away from the unfortunate realities of today: Meta is under incredible pressure from weakening worldwide economic conditions, challenges with Apple’s App Tracking Transparency policy, and competition from other companies, including TikTok, for users and revenue.”But Meta isn’t the only tech company to succumb to the new economic reality. On Tuesday, Alphabet Inc. reported third-quarter earnings and revenue that missed analysts’ expectations. Google, which had been uniquely resilient to this year’s digital ad slowdown, and YouTube both saw sales fall short of estimates. Last week Snap Inc. reported the slowest quarterly sales growth ever even after spending the year shrinking and refocusing its business. Shares of Snap and Pinterest Inc. both fell after Meta’s report.In the third quarter, Meta posted revenue of $27.7 billion, slightly beating analysts’ average estimate for $27.4 billion. Net income fell 52% from the same quarter last year to $4.4 billion. Earnings per share were $1.64, below the $1.88 per share average estimate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3571345352614779","authorIdStr":"3571345352614779"},"content":"like & comment","text":"like & comment","html":"like & comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908817638,"gmtCreate":1659359296825,"gmtModify":1705979448456,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>Celsius just announced a distribution agreement with PepsiCo, this will help Celsius to make further inroads in its domestic and&nbsp;international expansion. Now this stock is gapping up before market opens!&nbsp;","listText":"<a href=\"https://ttm.financial/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>Celsius just announced a distribution agreement with PepsiCo, this will help Celsius to make further inroads in its domestic and&nbsp;international expansion. Now this stock is gapping up before market opens!&nbsp;","text":"$Celsius Holdings, Inc.(CELH)$Celsius just announced a distribution agreement with PepsiCo, this will help Celsius to make further inroads in its domestic and international expansion. Now this stock is gapping up before market opens!","images":[{"img":"https://community-static.tradeup.com/news/e1f895a8cf566d33c3d813e92da68479","width":"1440","height":"3811"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908817638","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550998686387787","authorId":"3550998686387787","name":"Soyabean89","avatar":"https://community-static.tradeup.com/news/eb77581e98e9ecdbe378a1373a31b0e9","crmLevel":7,"crmLevelSwitch":0,"idStr":"3550998686387787","authorIdStr":"3550998686387787"},"content":"104! Hot dam. I missed the boat.","text":"104! Hot dam. I missed the boat.","html":"104! Hot dam. I missed the boat."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":362282159,"gmtCreate":1614642743471,"gmtModify":1704773372481,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"Comment please","listText":"Comment please","text":"Comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/362282159","repostId":"1118801983","repostType":4,"repost":{"id":"1118801983","pubTimestamp":1614613243,"share":"https://ttm.financial/m/news/1118801983?lang=&edition=fundamental","pubTime":"2021-03-01 23:40","market":"us","language":"en","title":"S&P 500 Climbs 2% Amid Rally Led by Small Caps: Markets Wrap","url":"https://stock-news.laohu8.com/highlight/detail?id=1118801983","media":"Bloomberg","summary":"(Bloomberg) -- Stocks climbed as confidence returned to markets, with investors shaking off concern ","content":"<p>(Bloomberg) -- Stocks climbed as confidence returned to markets, with investors shaking off concern about the impacts of higher Treasury yields.</p><p>Companies tied to economic reopenings and faster growth led the gains on Monday amid a broad-based rally. The S&amp;P 500 was on track for its biggest advance in almost four months, while the Russell 2000 of small caps outperformed major benchmarks. Johnson &amp; Johnson jumped after the Centers for Disease Control and Prevention formally recommended its Covid-19 shot. Zoom Video Communications Inc. advanced ahead of its quarterly results. Benchmark Treasuries were little changed. The dollar fell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/364c24b3bcbc710be3a811425835ebe8\" tg-width=\"1242\" tg-height=\"554\"><span>*Source From Tiger Trade, EST 10:38</span></p><p>After a week of intense volatility in bond markets, investors piled back into risk assets. Stocks rebounded following a two-week selloff that was triggered by concern that progress in battling the coronavirus as well as massive stimulus have left some areas of the economy at risk of possibly overheating.</p><p>“Equity investors are still looking at the rise in rates mostly as ‘a good thing’ and not yet as a threat, notwithstanding some shaking of the tree in high multiple stocks and other parts of the market last week,” wrote Peter Boockvar, chief investment officer at Bleakley Advisory Group. “The benefits of the vaccines versus the challenge of higher rates will be the theme this year.”</p><p>Bitcoin rallied after a volatile weekend session, riding a broad resurgence in risk assets and a bullish report from Citigroup Inc. The bank’s strategists laid out a case for the digital asset to play a bigger role in the global financial system, saying the cryptocurrency could become “the currency of choice for international trade” in the years ahead.</p><p><b>There are some key events to watch this week:</b></p><p>U.S. Federal Reserve Beige Book is due Wednesday.OPEC+ meeting on output Thursday.U.S. factory orders, initial jobless claims and durable goods orders are due Thursday.The February U.S. employment report on Friday will provide an update on the speed and direction of the nation’s labor market recovery.</p><p>These are some of the main moves in markets:</p><p><b>Stocks</b></p><p>The S&amp;P 500 Index surged 2% as of 10:27 a.m. New York time.The Stoxx Europe 600 Index surged 1.8%.The MSCI Asia Pacific Index climbed 1.8%.The MSCI Emerging Market Index climbed 1.8%.</p><p><b>Currencies</b></p><p>The Bloomberg Dollar Spot Index dipped 0.2%.The euro declined 0.3% to $1.2042.The Japanese yen was little changed at 106.54 per dollar.</p><p><b>Bonds</b></p><p>The yield on 10-year Treasuries rose less than one basis point to 1.41%.Germany’s 10-year yield sank eight basis points to -0.34%.Britain’s 10-year yield decreased seven basis points to 0.747%.</p><p><b>Commodities</b></p><p>West Texas Intermediate crude gained 0.5% to $61.80 a barrel.Gold added 0.2% to $1,738.29 an ounce.Silver strengthened 0.7% to $26.86 per ounce.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Climbs 2% Amid Rally Led by Small Caps: Markets Wrap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Climbs 2% Amid Rally Led by Small Caps: Markets Wrap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 23:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/yields-focus-stocks-set-open-202935160.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Stocks climbed as confidence returned to markets, with investors shaking off concern about the impacts of higher Treasury yields.Companies tied to economic reopenings and faster growth ...</p>\n\n<a href=\"https://finance.yahoo.com/news/yields-focus-stocks-set-open-202935160.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/yields-focus-stocks-set-open-202935160.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118801983","content_text":"(Bloomberg) -- Stocks climbed as confidence returned to markets, with investors shaking off concern about the impacts of higher Treasury yields.Companies tied to economic reopenings and faster growth led the gains on Monday amid a broad-based rally. The S&P 500 was on track for its biggest advance in almost four months, while the Russell 2000 of small caps outperformed major benchmarks. Johnson & Johnson jumped after the Centers for Disease Control and Prevention formally recommended its Covid-19 shot. Zoom Video Communications Inc. advanced ahead of its quarterly results. Benchmark Treasuries were little changed. The dollar fell.*Source From Tiger Trade, EST 10:38After a week of intense volatility in bond markets, investors piled back into risk assets. Stocks rebounded following a two-week selloff that was triggered by concern that progress in battling the coronavirus as well as massive stimulus have left some areas of the economy at risk of possibly overheating.“Equity investors are still looking at the rise in rates mostly as ‘a good thing’ and not yet as a threat, notwithstanding some shaking of the tree in high multiple stocks and other parts of the market last week,” wrote Peter Boockvar, chief investment officer at Bleakley Advisory Group. “The benefits of the vaccines versus the challenge of higher rates will be the theme this year.”Bitcoin rallied after a volatile weekend session, riding a broad resurgence in risk assets and a bullish report from Citigroup Inc. The bank’s strategists laid out a case for the digital asset to play a bigger role in the global financial system, saying the cryptocurrency could become “the currency of choice for international trade” in the years ahead.There are some key events to watch this week:U.S. Federal Reserve Beige Book is due Wednesday.OPEC+ meeting on output Thursday.U.S. factory orders, initial jobless claims and durable goods orders are due Thursday.The February U.S. employment report on Friday will provide an update on the speed and direction of the nation’s labor market recovery.These are some of the main moves in markets:StocksThe S&P 500 Index surged 2% as of 10:27 a.m. New York time.The Stoxx Europe 600 Index surged 1.8%.The MSCI Asia Pacific Index climbed 1.8%.The MSCI Emerging Market Index climbed 1.8%.CurrenciesThe Bloomberg Dollar Spot Index dipped 0.2%.The euro declined 0.3% to $1.2042.The Japanese yen was little changed at 106.54 per dollar.BondsThe yield on 10-year Treasuries rose less than one basis point to 1.41%.Germany’s 10-year yield sank eight basis points to -0.34%.Britain’s 10-year yield decreased seven basis points to 0.747%.CommoditiesWest Texas Intermediate crude gained 0.5% to $61.80 a barrel.Gold added 0.2% to $1,738.29 an ounce.Silver strengthened 0.7% to $26.86 per ounce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574572004481450","authorId":"3574572004481450","name":"Yongi","avatar":"https://static.tigerbbs.com/5c06318aac4514e34762a2a9c9406f64","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574572004481450","authorIdStr":"3574572004481450"},"content":"comment mine as well thanks","text":"comment mine as well thanks","html":"comment mine as well thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101406959,"gmtCreate":1619927718471,"gmtModify":1704336474577,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/101406959","repostId":"1103106179","repostType":4,"repost":{"id":"1103106179","pubTimestamp":1619917622,"share":"https://ttm.financial/m/news/1103106179?lang=&edition=fundamental","pubTime":"2021-05-02 09:07","market":"us","language":"en","title":"Berkshire Hathaway Annual Meeting 2021: Highlights and storylines","url":"https://stock-news.laohu8.com/highlight/detail?id=1103106179","media":"Tiger Newspress","summary":"Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world","content":"<p>Emily McCormick·ReporterSun, May 2, 2021, 5:03 AM</p><p>Warren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.</p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16196040827650&quot;}\" target=\"_blank\"><b>Playback Live Here！</b></a></p><p>In an hours-long event, the investing legend fielded questions on Berkshire's business and investment decisions,offered advice for first-time investorsand touted the strength of American corporations in a characteristically optimistic tone.Buffett nodded to the Federal Reserveand Congress for their swift response to the COVID-19 crisis, and underscored the rebound in the U.S. economy. And the Oracle of Omaha also addressed the recent rise in retail trading andonline brokerage firmslike Robinhood,the rally in bitcoinand the boom in SPAC mergers.</p><p>In many ways, this year's meeting looked different from those in the past. The annual event took placein a hotel conference room in Los Angelesrather than in an arena in Omaha, Nebraska, due to the ongoing pandemic.</p><p>Buffett's long-time business partner Charlie Munger also returned onstage this year to co-lead the event, after sitting out last year because of the pandemic. And in a new move, Buffett and Munger were joined by Berkshire's Vice Chairmen Gregory Abel and Ajit Jain,in a signal of potential succession plans at the company.</p><p>Here were some of the highlights from the event.</p><p>—</p><p>Buffett said Berkshire Hathaway is seeing signs of rising price pressures during the COVID-19 recovery, corroborating many market participants' concerns about increasing inflationary pressures.</p><p>\"We're seeing substantial inflation. We're raising prices, people are raising prices to us. And it's being accepted,\" Buffett said. \"We really do a lot of housing. The costs are just up, up, up. Steel costs. You know, just every day they're going up.\"</p><p>\"It's an economy – really, it's red hot. And we weren't expecting it,\" he added.</p><p>—</p><p>Buffett said trading apps like Robinhoodhave contributed to the \"casino aspect\" of the stock market as of late, exploiting individuals' inclinations to gamble.</p><p>“It’s become a very significant part of the casino aspect, the casino group, that has joined into the stock market in the last year, year and a half,\" Buffett said of Robinhood. \"There’s nothing, you know, there’s nothing illegal about it, there’s nothing immoral. But I don’t think you’d build a society around people doing it.\"</p><p>\"I think the degree to which a very rich society can reward people who know how to take advantage, essentially, of the gambling instincts of the American public, the worldwide public – it’s not the most admirable part of the accomplishment,\" Buffett added. \"But I think what America has accomplished is pretty admirable overall. And I think actually American corporations have turned out to be a wonderful place for people to put their money and save. But they also make terrific gambling chips, and if you cater to those gambling chips when people have money in their pocket for the first time and you tell them take my 30 or 40 or 50 trades a day and you’re not charging commission ... I hope we don’t have more of it.”</p><p>—</p><p>Buffett explained that Berkshire's move to unload many of its bank shares last year was not due to a lack of confidence in the banking industry, but more a decision to re-balance the portfolio and avoid being too heavily tilted toward one area.</p><p>\"I like banks generally, I just didn't like the proportion compared to the possible risk,\" Buffett said. \"We were over 10% of Bank of America. It's a real pain in the neck, more to the banks than us.\"</p><p>Berkshire held 1,032,952,006 shares of Bank of America as of the end of 2020, after adding 85.1 million shares in the third quarter alone. This gave Berkshire Hathaway an ownership stake of 11.9%. Berkshire cut its holdings of Wells Fargo from 345.7 million shares at year-end 2019 to 52.4 million by year-end 2020, and completely exited its holdings in JPMorgan Chase (JPM) and M&amp;T Bank Corp (MTB).</p><p>\"The banking business is way better than it was in the United States 10 or 15 years ago,\" he added. \"The banking business around the world in various places might worry me, but our banks are in far, far better shape than 10 or 15 years ago.\"</p><p>—</p><p>A shareholder asked Jain, who leads Berkshire's insurance business, whether he would be hypothetically willing to write an insurance policy for SpaceX founder Elon Musk for his proposed colonization of Mars.</p><p>\"This is an easy one. No thank you, I’ll pass,\" Jain said.</p><p>“Well I would say it would depend on the premium,” Buffett interjected with a laugh. \"And I would say that I would probably have a somewhat different rate if Elon was on board or not on board. It makes a difference if someone is asking to insure something.”</p><p>—</p><p>Warren Buffett declined to directly offer an opinion in response to a question on bitcoin, an assethe previously likened to \"rat poison squared.\"</p><p>\"I knew there’d be a question on bitcoin or crypto and I thought to myself well, I watch these politicians dodge questions all the time … The truth is, I’m going to dodge that question,\" Buffett said. \"Because the truth is, we’ve probably got hundreds of thousands of people that are watching this that own bitcoin. And we’ve probably got two people that are short. So we’ve got a choice of making 400,000 people mad at us and unhappy, and making two people happy. And it’s just a dumb equation.\"</p><p>Munger, however, issued a more direct attack.</p><p>\"Those who know me well are just waving the red flag at the bull. Of course I hate the bitcoin success,\" he said. \"And I don’t welcome a currency that’s so useful kidnappers and extortionists and so forth. Nor do I like shoveling out a few extra billions and billions and billions of dollars to somebody who just invented a new financial product out of thin air. So I think I should say modestly that the whole damn development is disgusting and contrary to the interest of civilization.\"</p><p>—</p><p>Both Buffett and Munger issued strong words of support for share repurchases, especially after Berkshire reported repurchasing an additional $6.6 billion in stock in the first three months of 2021.</p><p>\"They're a way, essentially, of distributing the cash to the people that want the cash when other co-owners mostly want you to reinvest,\" Buffett said. \"It's a savings vehicle.\"</p><p>\"I find it almost impossible to believe some of the arguments that are made that it's terrible to repurchase shares from a partner if they want to get out of something, and you're able to do it at prices that are advantages to the people that are staying,\" Buffett said. \"And it helps slightly the person that wants out.\"</p><p>Munger offered a similar view.</p><p>\"You're repurchasing stock. Just a bullet higher, it's deeply immoral,\" Munger said. \"But if you're repurchasing stock because it's a fair thing to do in the interest of your existing shareholders, it's a highly moral act and the people who are criticizing it are bonkers.\"</p><p>—</p><p>Low interest rates have catalyzed a surge in valuations across equities, giving those who invest in the markets an opportunity to create wealth, Munger said during the Berkshire Hathaway question and answer segment.</p><p>\"I think one consequence of this present situation is, Bernie Sanders has basically won,\" Munger says. \"Because with everything boomed out so high and interest rates so low, what's going to happen is, the millennial generation is going to have a hell of a time getting rich compared to our generation ... He did it by accident, but he won.\"</p><p>\"And so the difference between the difference between the rich and the poor in the generation that's rising is going to be a lot less,\" he added. \"So Bernie has won.\"</p><p>—</p><p>Buffett received a question around special purpose acquisition companies, or blank-check companies, which have become a hugely popular means for firms to go public over the past year.</p><p>\"The SPACs generally have to spend their money in two years, as I understand it. If you have to buy a business in two years, you put a gun to my head and said you've got to buy a business in two years, I'd buy one but it wouldn't be much of one,\" Buffett.</p><p>\"If you're running money from somebody else and you get a fee and you get the upside and you don't have the downside, you're going to buy something,\" he added. \"And frankly we're not competitive with that.\"</p><p>\"It's an exaggerated version of what we've seen in kind of a gambling-type market,\" he added.</p><p>—</p><p>Buffett conceded that selling some of Apple's stock in 2020 was \"probably a mistake,\" with shares rising even further this year following the tech-led 2020 in the markets.</p><p>\"The brand and the product — it's an incredible product,\" Buffett said of Apple. \"It is indispensable to people.\"</p><p>\"I sold some stock last year, although our shareholders still saw their shares go up because we repurchased shares,\" he added. \"But that was probably a mistake.\"</p><p>Berkshire owned 907,559,761 shares of Appleas of the end of December for a total market value of $120.4 billion. By contrast, the firm spent just $31 billion accumulating this stake since late 2016.</p><p>—</p><p>A shareholder directed a question to Ajit Jain and Greg Abel asking about the relationship the two likely next leaders of Berkshire Hathaway have with one another, given how iconic the relationship between Warren Buffett and Charlie Munger has been over the course of the company's history.</p><p>\"There's no question the relationship Warren has with Charlie is unique,\" Jain said. \"It's not going to be duplicated, certainly not by me and Greg. I can't think of anybody that can duplicate it.\"</p><p>\"I certainly have a lot of respect, both at a professional level and personal level, in terms of what Greg's abilities are,\" Jain added. \"We do not interact with each other as often as Warren and Charlie do. But every quarter we will talk to each other about our respective decision.\"</p><p>\"Even though the interaction may be different than say how Warren and Charlie do it ... we make sure we're always following up with each other but it goes beyond that,\" Abel said. \"Ajit has a great understanding of the Berkshire culture. I strongly believe I do too.\"</p><p>—</p><p>One shareholder asked Buffett about Berkshire's decision to invest in the oil and gas industry, and queried whether we might have \"build our own unrealistic consensus on the pace of change\" to clean energy solutions. Buffett defended the company's investment in the industry and in Chevron specifically, whichwas a relatively recent investment for the firm.</p><p>\"I would say that people are on the extremes of both sides are a little nuts. I would hate to have all the hydrocarbons banned in three years,\" Buffett said. \"You wouldn't want a world — it wouldn't work. And on the other hand, what's happening will be adapted to over time just as we've adapted to all kinds of things.\"</p><p>\"We have no problem owning Costco or Walmart and a substantial number of their stores. And they sell cigarettes, it's a big item,\" he added as an analogy. \"It's a very tough situation ... It's a very tough time to decide what companies benefit societies more than others.\"</p><p>\"I don't like making the moral judgments on stocks in terms of actually running the businesses, but there's something about every business that you knew that you wouldn't like,\" he added. \"If you expect perfection in your spouse or in your friends or in companies you're not going to find it.\"</p><p>\"Chevron is not an evil company in the least, and I have no compunction about owning it in the least, about owning Chevron,\" Buffett concluded. \"And if we owned the entire business I would not feel uncomfortable about being in that business.\"</p><p>Answering a subsequent question about the Berkshire board of directors' recommendation to voteagainst reporting climate-related risks, Munger added, \"I don't know we know the answer to all these questions about global warming.\"</p><p>\"The people who ask the questions think they know the answer. We're just more modest.\"</p><p>—</p><p>Most investors would benefit from simply purchasing an S&amp;P 500 index fund over the long run rather than picking individual stocks, even including Berkshire Hathaway, Buffett said during the question-and-answer session Saturday.</p><p>\"I recommend the S&amp;P 500 index fund … I’ve never recommended Berkshire to anybody because I don’t want people to buy it because they think I’m tipping them into something,\" he said. \"On my death there's a fund for my then-widow and 90% will go into an S&amp;P 500 index fund.\"</p><p>\"I do not think the average person can pick stocks,\" he added. \"We happen to have a large group of people that didn't pick stocks but they picked Charlie and me to manage money for them 50, 60 years ago. So we have a very unusual group of shareholders I think who look at Berkshire as a lifetime savings vehicle and one that they don’t have to think about and one that they'll, you know, they don't look at it again for 10 to 20 years.\"</p><p>Charlie Munger, on the other hand, had a different perspective.</p><p>\"I personally prefer holding Berkshire to holding the market,\" he said in response to the same question. \"I’m quite comfortable holding Berkshire. I think our businesses are better than the average in the market.\"</p><p>—</p><p>Buffett reiterated a staunchly supportive stance of U.S. corporations and capitalism in his opening remarks, highlighting that five of the six largest companies in the world by market capitalization currently comprise domestic companies. Those five companies are Apple, Microsoft, Amazon, Alphabet and Facebook, with only Saudi Aramco of Saudi Arabia coming in as a non-U.S. mega-cap company in the top six.</p><p>But only a couple hundred years ago, the U.S. looked like the underdog.</p><p>\"In 1790 we had one-half of 1% of the world's population,\" Buffett said. \"600,000 of them were slaves. Ireland had more people than the United States had. Russia had five times as many people. Ukraine had twice as many people.\"</p><p>\"But here we were. What did we have? We had a map for the future, an aspirational map that somehow now only 232 years later, leaves us with five of the top six companies in the world,\" he said. \"It's not an accident. And it's not because we were way smarter, way stronger or anything of the sort. We had good soil, decent climate, but so did some of the other countries I named. This system has worked very well.\"</p><p>—</p><p>In opening remarks at the start of Berkshire Hathaway's annual shareholder meeting, Buffett credited the U.S. economic recovery from the COVID-19 crisis toswift action by the Federal Reserve and Congress.</p><p>\"The economy went off a cliff in March. It was resurrected in an extraordinarily effective way by Federal Reserve action and later on the fiscal front by Congress,\" Buffett said in opening remarks at Berkshire's annual shareholder meeting.\"</p><p>He added that Berkshire Hathaway's own business has picked up tremendously alongside the broader economy, and suggested businesses like airlines were still among those most deeply affected by lingering effects from the pandemic.</p><p>\"Our businesses have done really quite well. This has been a very, very, very unusual recession in that it's been localized ... to an extraordinary extent. Right now business is really very good in a great many segments of the economy,\" he added. \"But there's still problems if you're in a few types of businesses that have been decimated such as international air travel or something of the sort.\"</p><p>—</p><p>The CEO of See's Candies, one of the longstanding companies owned by Berkshire Hathaway, told Yahoo Finance that the companyhas seen a strong rebound at the start of 2021. However, last year, business virtually ground to a halt.</p><p>\"This has been the longest decade of my life. We've been through a lot. Last year – it's a tale of a couple of different quarters. The first quarter was tremendous,\" See's Candies CEO Pat Egan said in an interview with Yahoo Finance's Julia La Roche ahead of the start of Berkshire's annual shareholder meeting. \"In the middle of March, when this [pandemic] really hit, we shut down all of our stores in a span of five days. So about 245 stores we closed in a matter of days. And then about a week and a half later, we closed our e-commerce fulfillment center down in Southern California. So for a period of time there, we essentially completely stopped.\"</p><p>\"We just said, we're not going to reopen stores or reopen plants until we can create a safe operating environment for our employees,\" he added. \"That took a while, and by the time we restored over the summer we saw customers coming back in. But for that period of time, it was pretty rough.\"</p><p>See's Candies just completed its \"best first quarter ever\" at the start of 2021, Egan added.</p><p>—</p><p>Berkshire Hathawayreported first-quarter results Saturday morning, underscoring arebound in profits across the firm's businesses amid the COVID-19 recovery. Berkshire also reported that it conducted another $6.6 billion of stock buybacks, extending its ramped-up share repurchase program from 2020.</p><p>Operating income during the first three months of the year increased to $7.02 billion, rising 19.5% compared to the $5.87 billion posted in the first quarter of 2020. Net earnings attributable to Berkshire shareholders swung back to a profit of $11.71 billion, compared to a loss of $49.75 billion in the same quarter last year.</p><p>Consolidated shareholders' equity rose by $4.8 billion to $448 billion by the end of March compared to the fourth quarter of 2020.</p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16196040827650&quot;}\" target=\"_blank\">If you want to watch the full live video, please click here.</a></p>","source":"yahoofinance_sg","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>Berkshire Hathaway Annual Meeting 2021: Highlights and storylines</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\">\nBerkshire Hathaway Annual Meeting 2021: Highlights and storylines\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-02 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50><strong>Tiger Newspress</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.Playback Live Here！In an hours-...</p>\n\n<a href=\"https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103106179","content_text":"Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.Playback Live Here！In an hours-long event, the investing legend fielded questions on Berkshire's business and investment decisions,offered advice for first-time investorsand touted the strength of American corporations in a characteristically optimistic tone.Buffett nodded to the Federal Reserveand Congress for their swift response to the COVID-19 crisis, and underscored the rebound in the U.S. economy. And the Oracle of Omaha also addressed the recent rise in retail trading andonline brokerage firmslike Robinhood,the rally in bitcoinand the boom in SPAC mergers.In many ways, this year's meeting looked different from those in the past. The annual event took placein a hotel conference room in Los Angelesrather than in an arena in Omaha, Nebraska, due to the ongoing pandemic.Buffett's long-time business partner Charlie Munger also returned onstage this year to co-lead the event, after sitting out last year because of the pandemic. And in a new move, Buffett and Munger were joined by Berkshire's Vice Chairmen Gregory Abel and Ajit Jain,in a signal of potential succession plans at the company.Here were some of the highlights from the event.—Buffett said Berkshire Hathaway is seeing signs of rising price pressures during the COVID-19 recovery, corroborating many market participants' concerns about increasing inflationary pressures.\"We're seeing substantial inflation. We're raising prices, people are raising prices to us. And it's being accepted,\" Buffett said. \"We really do a lot of housing. The costs are just up, up, up. Steel costs. You know, just every day they're going up.\"\"It's an economy – really, it's red hot. And we weren't expecting it,\" he added.—Buffett said trading apps like Robinhoodhave contributed to the \"casino aspect\" of the stock market as of late, exploiting individuals' inclinations to gamble.“It’s become a very significant part of the casino aspect, the casino group, that has joined into the stock market in the last year, year and a half,\" Buffett said of Robinhood. \"There’s nothing, you know, there’s nothing illegal about it, there’s nothing immoral. But I don’t think you’d build a society around people doing it.\"\"I think the degree to which a very rich society can reward people who know how to take advantage, essentially, of the gambling instincts of the American public, the worldwide public – it’s not the most admirable part of the accomplishment,\" Buffett added. \"But I think what America has accomplished is pretty admirable overall. And I think actually American corporations have turned out to be a wonderful place for people to put their money and save. But they also make terrific gambling chips, and if you cater to those gambling chips when people have money in their pocket for the first time and you tell them take my 30 or 40 or 50 trades a day and you’re not charging commission ... I hope we don’t have more of it.”—Buffett explained that Berkshire's move to unload many of its bank shares last year was not due to a lack of confidence in the banking industry, but more a decision to re-balance the portfolio and avoid being too heavily tilted toward one area.\"I like banks generally, I just didn't like the proportion compared to the possible risk,\" Buffett said. \"We were over 10% of Bank of America. It's a real pain in the neck, more to the banks than us.\"Berkshire held 1,032,952,006 shares of Bank of America as of the end of 2020, after adding 85.1 million shares in the third quarter alone. This gave Berkshire Hathaway an ownership stake of 11.9%. Berkshire cut its holdings of Wells Fargo from 345.7 million shares at year-end 2019 to 52.4 million by year-end 2020, and completely exited its holdings in JPMorgan Chase (JPM) and M&T Bank Corp (MTB).\"The banking business is way better than it was in the United States 10 or 15 years ago,\" he added. \"The banking business around the world in various places might worry me, but our banks are in far, far better shape than 10 or 15 years ago.\"—A shareholder asked Jain, who leads Berkshire's insurance business, whether he would be hypothetically willing to write an insurance policy for SpaceX founder Elon Musk for his proposed colonization of Mars.\"This is an easy one. No thank you, I’ll pass,\" Jain said.“Well I would say it would depend on the premium,” Buffett interjected with a laugh. \"And I would say that I would probably have a somewhat different rate if Elon was on board or not on board. It makes a difference if someone is asking to insure something.”—Warren Buffett declined to directly offer an opinion in response to a question on bitcoin, an assethe previously likened to \"rat poison squared.\"\"I knew there’d be a question on bitcoin or crypto and I thought to myself well, I watch these politicians dodge questions all the time … The truth is, I’m going to dodge that question,\" Buffett said. \"Because the truth is, we’ve probably got hundreds of thousands of people that are watching this that own bitcoin. And we’ve probably got two people that are short. So we’ve got a choice of making 400,000 people mad at us and unhappy, and making two people happy. And it’s just a dumb equation.\"Munger, however, issued a more direct attack.\"Those who know me well are just waving the red flag at the bull. Of course I hate the bitcoin success,\" he said. \"And I don’t welcome a currency that’s so useful kidnappers and extortionists and so forth. Nor do I like shoveling out a few extra billions and billions and billions of dollars to somebody who just invented a new financial product out of thin air. So I think I should say modestly that the whole damn development is disgusting and contrary to the interest of civilization.\"—Both Buffett and Munger issued strong words of support for share repurchases, especially after Berkshire reported repurchasing an additional $6.6 billion in stock in the first three months of 2021.\"They're a way, essentially, of distributing the cash to the people that want the cash when other co-owners mostly want you to reinvest,\" Buffett said. \"It's a savings vehicle.\"\"I find it almost impossible to believe some of the arguments that are made that it's terrible to repurchase shares from a partner if they want to get out of something, and you're able to do it at prices that are advantages to the people that are staying,\" Buffett said. \"And it helps slightly the person that wants out.\"Munger offered a similar view.\"You're repurchasing stock. Just a bullet higher, it's deeply immoral,\" Munger said. \"But if you're repurchasing stock because it's a fair thing to do in the interest of your existing shareholders, it's a highly moral act and the people who are criticizing it are bonkers.\"—Low interest rates have catalyzed a surge in valuations across equities, giving those who invest in the markets an opportunity to create wealth, Munger said during the Berkshire Hathaway question and answer segment.\"I think one consequence of this present situation is, Bernie Sanders has basically won,\" Munger says. \"Because with everything boomed out so high and interest rates so low, what's going to happen is, the millennial generation is going to have a hell of a time getting rich compared to our generation ... He did it by accident, but he won.\"\"And so the difference between the difference between the rich and the poor in the generation that's rising is going to be a lot less,\" he added. \"So Bernie has won.\"—Buffett received a question around special purpose acquisition companies, or blank-check companies, which have become a hugely popular means for firms to go public over the past year.\"The SPACs generally have to spend their money in two years, as I understand it. If you have to buy a business in two years, you put a gun to my head and said you've got to buy a business in two years, I'd buy one but it wouldn't be much of one,\" Buffett.\"If you're running money from somebody else and you get a fee and you get the upside and you don't have the downside, you're going to buy something,\" he added. \"And frankly we're not competitive with that.\"\"It's an exaggerated version of what we've seen in kind of a gambling-type market,\" he added.—Buffett conceded that selling some of Apple's stock in 2020 was \"probably a mistake,\" with shares rising even further this year following the tech-led 2020 in the markets.\"The brand and the product — it's an incredible product,\" Buffett said of Apple. \"It is indispensable to people.\"\"I sold some stock last year, although our shareholders still saw their shares go up because we repurchased shares,\" he added. \"But that was probably a mistake.\"Berkshire owned 907,559,761 shares of Appleas of the end of December for a total market value of $120.4 billion. By contrast, the firm spent just $31 billion accumulating this stake since late 2016.—A shareholder directed a question to Ajit Jain and Greg Abel asking about the relationship the two likely next leaders of Berkshire Hathaway have with one another, given how iconic the relationship between Warren Buffett and Charlie Munger has been over the course of the company's history.\"There's no question the relationship Warren has with Charlie is unique,\" Jain said. \"It's not going to be duplicated, certainly not by me and Greg. I can't think of anybody that can duplicate it.\"\"I certainly have a lot of respect, both at a professional level and personal level, in terms of what Greg's abilities are,\" Jain added. \"We do not interact with each other as often as Warren and Charlie do. But every quarter we will talk to each other about our respective decision.\"\"Even though the interaction may be different than say how Warren and Charlie do it ... we make sure we're always following up with each other but it goes beyond that,\" Abel said. \"Ajit has a great understanding of the Berkshire culture. I strongly believe I do too.\"—One shareholder asked Buffett about Berkshire's decision to invest in the oil and gas industry, and queried whether we might have \"build our own unrealistic consensus on the pace of change\" to clean energy solutions. Buffett defended the company's investment in the industry and in Chevron specifically, whichwas a relatively recent investment for the firm.\"I would say that people are on the extremes of both sides are a little nuts. I would hate to have all the hydrocarbons banned in three years,\" Buffett said. \"You wouldn't want a world — it wouldn't work. And on the other hand, what's happening will be adapted to over time just as we've adapted to all kinds of things.\"\"We have no problem owning Costco or Walmart and a substantial number of their stores. And they sell cigarettes, it's a big item,\" he added as an analogy. \"It's a very tough situation ... It's a very tough time to decide what companies benefit societies more than others.\"\"I don't like making the moral judgments on stocks in terms of actually running the businesses, but there's something about every business that you knew that you wouldn't like,\" he added. \"If you expect perfection in your spouse or in your friends or in companies you're not going to find it.\"\"Chevron is not an evil company in the least, and I have no compunction about owning it in the least, about owning Chevron,\" Buffett concluded. \"And if we owned the entire business I would not feel uncomfortable about being in that business.\"Answering a subsequent question about the Berkshire board of directors' recommendation to voteagainst reporting climate-related risks, Munger added, \"I don't know we know the answer to all these questions about global warming.\"\"The people who ask the questions think they know the answer. We're just more modest.\"—Most investors would benefit from simply purchasing an S&P 500 index fund over the long run rather than picking individual stocks, even including Berkshire Hathaway, Buffett said during the question-and-answer session Saturday.\"I recommend the S&P 500 index fund … I’ve never recommended Berkshire to anybody because I don’t want people to buy it because they think I’m tipping them into something,\" he said. \"On my death there's a fund for my then-widow and 90% will go into an S&P 500 index fund.\"\"I do not think the average person can pick stocks,\" he added. \"We happen to have a large group of people that didn't pick stocks but they picked Charlie and me to manage money for them 50, 60 years ago. So we have a very unusual group of shareholders I think who look at Berkshire as a lifetime savings vehicle and one that they don’t have to think about and one that they'll, you know, they don't look at it again for 10 to 20 years.\"Charlie Munger, on the other hand, had a different perspective.\"I personally prefer holding Berkshire to holding the market,\" he said in response to the same question. \"I’m quite comfortable holding Berkshire. I think our businesses are better than the average in the market.\"—Buffett reiterated a staunchly supportive stance of U.S. corporations and capitalism in his opening remarks, highlighting that five of the six largest companies in the world by market capitalization currently comprise domestic companies. Those five companies are Apple, Microsoft, Amazon, Alphabet and Facebook, with only Saudi Aramco of Saudi Arabia coming in as a non-U.S. mega-cap company in the top six.But only a couple hundred years ago, the U.S. looked like the underdog.\"In 1790 we had one-half of 1% of the world's population,\" Buffett said. \"600,000 of them were slaves. Ireland had more people than the United States had. Russia had five times as many people. Ukraine had twice as many people.\"\"But here we were. What did we have? We had a map for the future, an aspirational map that somehow now only 232 years later, leaves us with five of the top six companies in the world,\" he said. \"It's not an accident. And it's not because we were way smarter, way stronger or anything of the sort. We had good soil, decent climate, but so did some of the other countries I named. This system has worked very well.\"—In opening remarks at the start of Berkshire Hathaway's annual shareholder meeting, Buffett credited the U.S. economic recovery from the COVID-19 crisis toswift action by the Federal Reserve and Congress.\"The economy went off a cliff in March. It was resurrected in an extraordinarily effective way by Federal Reserve action and later on the fiscal front by Congress,\" Buffett said in opening remarks at Berkshire's annual shareholder meeting.\"He added that Berkshire Hathaway's own business has picked up tremendously alongside the broader economy, and suggested businesses like airlines were still among those most deeply affected by lingering effects from the pandemic.\"Our businesses have done really quite well. This has been a very, very, very unusual recession in that it's been localized ... to an extraordinary extent. Right now business is really very good in a great many segments of the economy,\" he added. \"But there's still problems if you're in a few types of businesses that have been decimated such as international air travel or something of the sort.\"—The CEO of See's Candies, one of the longstanding companies owned by Berkshire Hathaway, told Yahoo Finance that the companyhas seen a strong rebound at the start of 2021. However, last year, business virtually ground to a halt.\"This has been the longest decade of my life. We've been through a lot. Last year – it's a tale of a couple of different quarters. The first quarter was tremendous,\" See's Candies CEO Pat Egan said in an interview with Yahoo Finance's Julia La Roche ahead of the start of Berkshire's annual shareholder meeting. \"In the middle of March, when this [pandemic] really hit, we shut down all of our stores in a span of five days. So about 245 stores we closed in a matter of days. And then about a week and a half later, we closed our e-commerce fulfillment center down in Southern California. So for a period of time there, we essentially completely stopped.\"\"We just said, we're not going to reopen stores or reopen plants until we can create a safe operating environment for our employees,\" he added. \"That took a while, and by the time we restored over the summer we saw customers coming back in. But for that period of time, it was pretty rough.\"See's Candies just completed its \"best first quarter ever\" at the start of 2021, Egan added.—Berkshire Hathawayreported first-quarter results Saturday morning, underscoring arebound in profits across the firm's businesses amid the COVID-19 recovery. Berkshire also reported that it conducted another $6.6 billion of stock buybacks, extending its ramped-up share repurchase program from 2020.Operating income during the first three months of the year increased to $7.02 billion, rising 19.5% compared to the $5.87 billion posted in the first quarter of 2020. Net earnings attributable to Berkshire shareholders swung back to a profit of $11.71 billion, compared to a loss of $49.75 billion in the same quarter last year.Consolidated shareholders' equity rose by $4.8 billion to $448 billion by the end of March compared to the fourth quarter of 2020.If you want to watch the full live video, please click here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570943747362190","authorId":"3570943747362190","name":"ZBM","avatar":"https://static.tigerbbs.com/270b131944942f65c2892aebe29ce0dd","crmLevel":2,"crmLevelSwitch":1,"idStr":"3570943747362190","authorIdStr":"3570943747362190"},"content":"Done! Response to my comment too thks!","text":"Done! Response to my comment too thks!","html":"Done! Response to my comment too thks!"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}