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Wallstrtbets
01-30
Hahaha.
Musk Says First Human Patient Has Received Brain Implant
Wallstrtbets
01-30
Hahaha.
Tesla: This Year's Dip Is A Gift, Zoom Out For The Long Term
Wallstrtbets
2023-11-11
Thanks 🙏👍
Wallstrtbets
2023-11-10
Good 👍.
The October CPI Report May Be Shockingly Bullish
Wallstrtbets
2023-10-14
Noted.
Tesla: My Long-Term Bull Thesis (Rating Upgrade)
Wallstrtbets
2023-10-14
Buy the dip.
Post-Bell|Nasdaq Drops 1.23% on Friday; AMC Stock Tumbles 13%
Wallstrtbets
2023-10-14
Noted.
OpenAI's Revenue Skyrockets to $1.3 Billion Annualized Rate
Wallstrtbets
2023-10-14
Well done.
UK Antitrust Regulator Clears Microsoft's Acquisition of Activision
Wallstrtbets
2023-10-14
Noted.
Tesla Is Reporting Earnings Next Week, and It's All About Margins
Wallstrtbets
2023-10-14
Noted.
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Wallstrtbets
2023-10-14
Ok.
Option Movers|TLT's Volume Surged 76%; JD.com Shows Unusual Activities
Wallstrtbets
2023-10-14
Well done.
JPMorgan Profit Surges on Record Interest Income, First Republic Purchase
Wallstrtbets
2023-10-14
Noted.
Microsoft Completes $69 Billion Activision Purchase
Wallstrtbets
2023-10-14
Noted.
BofA Says US Stocks Can Avoid Big Drop If Yields Stay Below 5%
Wallstrtbets
2023-10-14
Good.
U.S. Bank Stocks Jump As Investors Cheer Big Bank Earnings
Wallstrtbets
2023-07-31
Great ariticle, would you like to share it?
@JeslinToh:Big 3 Local Banks +ve Earnings Report?
Wallstrtbets
2023-07-31
Great ariticle, would you like to share it?
@Aaronykc:How to roll deep ITM Covered Calls
Wallstrtbets
2023-07-31
Great ariticle, would you like to share it?
@Shyon:2023 Investment Recap 🇺🇸🇸🇬📈
Wallstrtbets
2023-07-21
Good buy.
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Wallstrtbets
2023-04-12
Ok.
Tesla's Stock Slumped 4% after Slowing in China Auto Sales in March
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07:08","market":"us","language":"en","title":"Musk Says First Human Patient Has Received Brain Implant","url":"https://stock-news.laohu8.com/highlight/detail?id=1136167073","media":"Bloomberg","summary":"Elon Musk said that the first human patient has received a brain implant from his startup Neuralink Corp.In a post on X, formerly Twitter, Musk said that the patient is recovering well, and that initi","content":"<html><head></head><body><p>Elon Musk said that the first human patient has received a brain implant from his startup Neuralink Corp.</p><p style=\"text-align: start;\">In a post on X, formerly Twitter, Musk said that the patient is recovering well, and that initial results are promising.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8936feb3f494ff7b14bcd8c21a130d18\" tg-width=\"547\" tg-height=\"289\"/></p><p style=\"text-align: start;\">Neuralink’s brain implant aims to help people with traumatic injuries operate computers using only their thoughts. In May, the company said it had received approval from the US Food and Drug Administration to conduct its first human trials. And late last year Neuralink said it was recruiting patients with quadriplegia due to cervical spinal cord injury or amyotrophic lateral sclerosis (ALS) for the trial.</p><p style=\"text-align: start;\">Musk’s startup has already conducted extensive tests on animals. Those experiments have raised alarms with some animal rights groups for the company’s work with primates.</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>Musk Says First Human Patient Has Received Brain Implant</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\">\nMusk Says First Human Patient Has Received Brain Implant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-30 07:08 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-01-29/elon-musk-says-first-human-patient-has-received-brain-implant><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk said that the first human patient has received a brain implant from his startup Neuralink Corp.In a post on X, formerly Twitter, Musk said that the patient is recovering well, and that ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-01-29/elon-musk-says-first-human-patient-has-received-brain-implant\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-01-29/elon-musk-says-first-human-patient-has-received-brain-implant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136167073","content_text":"Elon Musk said that the first human patient has received a brain implant from his startup Neuralink Corp.In a post on X, formerly Twitter, Musk said that the patient is recovering well, and that initial results are promising.Neuralink’s brain implant aims to help people with traumatic injuries operate computers using only their thoughts. In May, the company said it had received approval from the US Food and Drug Administration to conduct its first human trials. And late last year Neuralink said it was recruiting patients with quadriplegia due to cervical spinal cord injury or amyotrophic lateral sclerosis (ALS) for the trial.Musk’s startup has already conducted extensive tests on animals. Those experiments have raised alarms with some animal rights groups for the company’s work with primates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268614421983408,"gmtCreate":1706588743324,"gmtModify":1706588761631,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Hahaha.","listText":"Hahaha.","text":"Hahaha.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268614421983408","repostId":"2407490028","repostType":4,"repost":{"id":"2407490028","pubTimestamp":1706581342,"share":"https://www.laohu8.com/m/news/2407490028?lang=&edition=full","pubTime":"2024-01-30 10:22","market":"us","language":"en","title":"Tesla: This Year's Dip Is A Gift, Zoom Out For The Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2407490028","media":"seekingalpha","summary":"Tesla, Inc. stock has dropped over 20% this year and more than 50% from its mid-2021 highs.The company has described itself as being \"between growth cycles\" as it prepares for the launch of its next-gen consumer vehicle.In the meantime, Tesla is favorably set up to beat expectations in 2024, as the price gap against traditional non-EV competitors has slimmed and federal incentives sweeten. Justin Sullivan The stock market has continued to rally this year, but electric vehicle stocks are in the dump - including and especially Tesla, Inc. . The category leader is down more than 20% year to date, driven by fears of softening demand and weak responses to the company's latest price drops. And relative to mid-2021 highs above $400, shares of Tesla have dropped more than 50%. Data by YCharts I last wrote a bullish note on Tesla in November, when the stock was trading closer to $220 per share. Is the growth story broken?","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. stock has dropped over 20% this year and more than 50% from its mid-2021 highs.</p></li><li><p>The company has described itself as being "between growth cycles" as it prepares for the launch of its next-gen consumer vehicle.</p></li><li><p>In the meantime, Tesla is favorably set up to beat expectations in 2024, as the price gap against traditional non-EV competitors has slimmed and federal incentives sweeten.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/376fabc6addb015088c8d8fb417ee900\" tg-width=\"750\" tg-height=\"454\"/></p><p>Justin Sullivan</p><p>The stock market has continued to rally this year, but electric vehicle ("EV") stocks are in the dump - including and especially Tesla, Inc.. The category leader is down more than 20% year to date, driven by fears of softening demand and weak responses to the company's latest price drops. And relative to mid-2021 highs above $400, shares of Tesla have dropped more than 50%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbbeb89a920f4daec1e40317f6fa517a\" tg-width=\"635\" tg-height=\"435\"/></p><p>Data by YCharts</p><p>I last wrote a bullish note on Tesla in November, when the stock was trading closer to $220 per share. Is the growth story broken? In my view, certainly not. It's just that the stock market, especially in today's more jittery age, has reverted almost entirely to short-term thinking: and Tesla has acknowledged it is "between growth cycles." In the short term, weaker consumer incomes (driven by heavy layoffs especially in white-collar jobs in 2023) and higher interest rates have dented car sales; but long term, more government encouragement of EV adoption and a massive greenfield global opportunity still fosters the long-term growth story. As such, I still remain quite bullish on this name.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78ee3584da0b974b8982f324f8ba5cb1\" tg-width=\"640\" tg-height=\"286\"/></p><p>Tesla outlook (Tesla Q4 shareholder deck)</p><p>It's important to note that Tesla has hinted at a "next generation vehicle" that may undercut even the Model 3 on price. Though it's still uncertain when this new vehicle will launch, it's not unreasonable to believe that a large swath of consumers have delayed their purchases in anticipation of the newest model.</p><p>So, amid incredible pessimism for Tesla and other EV counterparts, it's important to note that EVs are still only a mid-teens percentage of all cars sold (and, it follows, an even lower percentage of all cars on the road). In this article, I'll focus on two bull case drivers for Tesla in 2024:</p><ul style=\"\"><li><p><strong>Prices between Tesla models and competing vehicles have compressed, </strong>which should help to sustain demand between vehicle launch cycles (especially 2024).</p></li><li><p><strong>Tesla has managed to maintain incredible profitability even with price drops, </strong>and profitability stands to benefit from A) greater scale from higher production volumes and B) greater attach rate of software and services sales.</p></li></ul><p>Stay long here and take advantage of the dip as a buying opportunity.</p><h4 id=\"id_1198810987\">Price compression should support baseline demand in 2024; as well as instant rebates on federal tax credits</h4><p>Low inventory and pandemic-era inflation in supply chain parts have all worked in tandem to drive nosebleed price inflation for new cars. At the same time, Tesla has gone the other way: slicing prices especially in demand-stricken regions like China, and in other regions like the U.S. rolling back some of the prior years' price increases / allowing customers to benefit from economies of scale gained in production.</p><p>Let's compare the pricing of Tesla's Model 3 first against similar gas-powered competitors. As a reminder, Model 3's base price now starts at $38,990 for a rear-wheel drive model. But note as well that Model 3 qualifies under the Biden administration's $7,500 EV credit as long as the buyer falls within the income limitations ($150,000 in annual income for a single filer, or $300,000 for a couple filing jointly), and the car's sticker price is under $55,000 AND is manufactured in the U.S. (all but the most souped-up Model 3s and Model Ys will qualify under these restrictions).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b7c45ffc81b4e6fb7112f0cba7bb0fa\" tg-width=\"640\" tg-height=\"262\"/></p><p>Tesla Model 3 (Tesla.com)</p><p>It's worth noting as well that the federal credit is now eligible for "instant rebates" starting in 2024: which means buyers can take advantage of the savings immediately at the dealership, instead of waiting until next year's tax season to realize the savings. In a high interest-rate environment, that timing shift matters a lot to price-conscious customers.</p><p>So all in all, a Model 3 costs roughly ~$31k not including any state-level incentives (not to mention savings from converting from gas to electric).</p><p>Let's see how that compares against many popular sedan brands. Honda's (HMC) lineup is shown up below: traditionally considered a more budget-friendly brand, the starting price of a 2024 model Honda Accord at $28k is within striking distance of a Model 3 after rebates:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04de67029c07b5af8f756c107522eaad\" tg-width=\"640\" tg-height=\"170\"/></p><p>Honda lineup (Honda.com)</p><p>Ditto for Toyota (TM): a Model 3 isn't materially more expensive than a Camry ($26k).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9223e6b49943242e0a66013dcd234559\" tg-width=\"640\" tg-height=\"202\"/></p><p>Toyota lineup (Toyota.com)</p><p>And against more luxurious compares (arguably a better compare for a brand like Tesla), Model 3 prices are well beneath the entry-level BMW 2 Series ($38k) or Audi A3 ($35k).</p><p>Model Y, meanwhile, makes for an even better compare. With starting prices now at $44k ($37k after rebates), Model Y stacks up quite nicely versus competitors.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bff5be940a0f6d66918e8823ff43c89\" tg-width=\"640\" tg-height=\"294\"/></p><p>Tesla Model Y (Tesla.com)</p><p>It's on par with Audi's cheapest SUV, the Q3 ($37k) and cheaper than the larger Q5 models.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4ff62e99459ca687eff3593a5ec6453\" tg-width=\"640\" tg-height=\"410\"/></p><p>Audi SUV lineup (Audi.com)</p><p>Ditto against the BMW (OTCPK:BMWYY) SUVs, which start above $40k:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a97b61f88bb43fbc0d19e9aa0c78dd8\" tg-width=\"640\" tg-height=\"389\"/></p><p>BMW SUV lineup (BMW.com)</p><p><strong>The bottom line here: </strong>with prices inflating on competing brands while Tesla prices have moderated, <em>there will be a population of buyers who will be enticed to buy Teslas even between launch cycles, especially as we head into an election year and the EV rebate rules may be set to change.</em></p><h4 id=\"id_860214877\">Tesla is still generating meaningful profitability, with several levers for further margin accretion</h4><p>When we zoom out at FY23 as a whole, we find that <strong>Tesla still generated its highest-ever nominal GAAP income of $15.0 billion.</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4395518164c0129d6a295ca0994d8183\" tg-width=\"640\" tg-height=\"328\"/></p><p>Tesla FY23 results (Tesla Q4 shareholder deck)</p><p>Despite the fact that gross margins fell more than 7 points y/y driven by price reductions, which flowed directly into an 8 point reduction in operating margins and 6 point reduction in adjusted EBITDA margins, Tesla's overall adjusted EBITDA still fell "only" -13% y/y to $16.6 billion, its second-highest year on record.</p><p>Increased production volumes and greater efficiency continue to be the greatest catalyst for further margin accretion. Tesla's Model 3/Y production increased 14% y/y in its most recent quarter:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f29501ec29742dd4777a3a32020a53bc\" tg-width=\"640\" tg-height=\"285\"/></p><p>Tesla production trends (Tesla Q4 shareholder deck)</p><p>This is a great indicator ahead of the company's next-gen vehicle. Here's what CEO Elon Musk said on the Q4 earnings call in regards to this new car:</p><blockquote><p>And we're very far along on our next-generation low-cost vehicle. This is an earnings call, not a product announcement. So there'll no doubt be many questions that try to ask us about new product, new products coming. But we reserve product announcements for product announcements not earning calls. So -- but we're very excited about this, and this is really going to be profound, not just in its design of the vehicle itself, but in the design of the manufacturing system. This is a revolutionary manufacturing system significantly, far more advanced than any other automotive manufacturing system in the world, by a significant margin.</p><p>Several years ago, I said, perhaps the most important competitive characteristic of Tesla in the future will be manufacturing technology and you will really see that come to bear with our next-gen vehicle. The first manufacturing location for this will be at our Gigafactory and headquarters in Austin, Texas, and then we'll follow that up with other locations around the world. Probably the factory we'll build in Mexico will be second, and then we'll be looking to identify a third location, perhaps by the end of this year or early next outside of North America."</p></blockquote><p>Higher software attach is the other key driver to higher margins. The company recently released a major new version of its full self-driving ("FSD") package that incorporates AI/neural net technology to guide autonomous driving. As a reminder, the FSD package can be added at a cost of $12k, while a lower-feature Enhanced Autopilot option can be added at $6k. Both software options are available after purchase as well, so as features are added and encourage more Tesla owners off the bench, the company has access to a high-margin source of revenue growth.</p><h2 id=\"id_3668180316\">Key takeaways</h2><p>Though there is a "sky is falling" attitude toward Tesla in the current stock market, it's worthwhile to call out all the <em>opportunities </em>that the company enjoys in 2024 (and more relevantly, beyond 2024) - including higher starting prices for competing vehicles, potential pull-forward of demand from buyers wanting to take advantage of generous federal tax rebates (which are available at point of purchase starting in 2024), and both hardware/software improvements to existing Tesla models despite no increase in price for either.</p><p>Stay long here and wait patiently for the Tesla, Inc. rebound.</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>Tesla: This Year's Dip Is A Gift, Zoom Out For The Long Term</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\">\nTesla: This Year's Dip Is A Gift, Zoom Out For The Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-30 10:22 GMT+8 <a href=https://seekingalpha.com/article/4665855-tesla-this-years-dip-is-a-gift-zoom-out-for-the-long-term><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. stock has dropped over 20% this year and more than 50% from its mid-2021 highs.The company has described itself as being \"between growth cycles\" as it prepares for the launch of its next-...</p>\n\n<a href=\"https://seekingalpha.com/article/4665855-tesla-this-years-dip-is-a-gift-zoom-out-for-the-long-term\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://seekingalpha.com/article/4665855-tesla-this-years-dip-is-a-gift-zoom-out-for-the-long-term","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2407490028","content_text":"Tesla, Inc. stock has dropped over 20% this year and more than 50% from its mid-2021 highs.The company has described itself as being \"between growth cycles\" as it prepares for the launch of its next-gen consumer vehicle.In the meantime, Tesla is favorably set up to beat expectations in 2024, as the price gap against traditional non-EV competitors has slimmed and federal incentives sweeten.Justin SullivanThe stock market has continued to rally this year, but electric vehicle (\"EV\") stocks are in the dump - including and especially Tesla, Inc.. The category leader is down more than 20% year to date, driven by fears of softening demand and weak responses to the company's latest price drops. And relative to mid-2021 highs above $400, shares of Tesla have dropped more than 50%.Data by YChartsI last wrote a bullish note on Tesla in November, when the stock was trading closer to $220 per share. Is the growth story broken? In my view, certainly not. It's just that the stock market, especially in today's more jittery age, has reverted almost entirely to short-term thinking: and Tesla has acknowledged it is \"between growth cycles.\" In the short term, weaker consumer incomes (driven by heavy layoffs especially in white-collar jobs in 2023) and higher interest rates have dented car sales; but long term, more government encouragement of EV adoption and a massive greenfield global opportunity still fosters the long-term growth story. As such, I still remain quite bullish on this name.Tesla outlook (Tesla Q4 shareholder deck)It's important to note that Tesla has hinted at a \"next generation vehicle\" that may undercut even the Model 3 on price. Though it's still uncertain when this new vehicle will launch, it's not unreasonable to believe that a large swath of consumers have delayed their purchases in anticipation of the newest model.So, amid incredible pessimism for Tesla and other EV counterparts, it's important to note that EVs are still only a mid-teens percentage of all cars sold (and, it follows, an even lower percentage of all cars on the road). In this article, I'll focus on two bull case drivers for Tesla in 2024:Prices between Tesla models and competing vehicles have compressed, which should help to sustain demand between vehicle launch cycles (especially 2024).Tesla has managed to maintain incredible profitability even with price drops, and profitability stands to benefit from A) greater scale from higher production volumes and B) greater attach rate of software and services sales.Stay long here and take advantage of the dip as a buying opportunity.Price compression should support baseline demand in 2024; as well as instant rebates on federal tax creditsLow inventory and pandemic-era inflation in supply chain parts have all worked in tandem to drive nosebleed price inflation for new cars. At the same time, Tesla has gone the other way: slicing prices especially in demand-stricken regions like China, and in other regions like the U.S. rolling back some of the prior years' price increases / allowing customers to benefit from economies of scale gained in production.Let's compare the pricing of Tesla's Model 3 first against similar gas-powered competitors. As a reminder, Model 3's base price now starts at $38,990 for a rear-wheel drive model. But note as well that Model 3 qualifies under the Biden administration's $7,500 EV credit as long as the buyer falls within the income limitations ($150,000 in annual income for a single filer, or $300,000 for a couple filing jointly), and the car's sticker price is under $55,000 AND is manufactured in the U.S. (all but the most souped-up Model 3s and Model Ys will qualify under these restrictions).Tesla Model 3 (Tesla.com)It's worth noting as well that the federal credit is now eligible for \"instant rebates\" starting in 2024: which means buyers can take advantage of the savings immediately at the dealership, instead of waiting until next year's tax season to realize the savings. In a high interest-rate environment, that timing shift matters a lot to price-conscious customers.So all in all, a Model 3 costs roughly ~$31k not including any state-level incentives (not to mention savings from converting from gas to electric).Let's see how that compares against many popular sedan brands. Honda's (HMC) lineup is shown up below: traditionally considered a more budget-friendly brand, the starting price of a 2024 model Honda Accord at $28k is within striking distance of a Model 3 after rebates:Honda lineup (Honda.com)Ditto for Toyota (TM): a Model 3 isn't materially more expensive than a Camry ($26k).Toyota lineup (Toyota.com)And against more luxurious compares (arguably a better compare for a brand like Tesla), Model 3 prices are well beneath the entry-level BMW 2 Series ($38k) or Audi A3 ($35k).Model Y, meanwhile, makes for an even better compare. With starting prices now at $44k ($37k after rebates), Model Y stacks up quite nicely versus competitors.Tesla Model Y (Tesla.com)It's on par with Audi's cheapest SUV, the Q3 ($37k) and cheaper than the larger Q5 models.Audi SUV lineup (Audi.com)Ditto against the BMW (OTCPK:BMWYY) SUVs, which start above $40k:BMW SUV lineup (BMW.com)The bottom line here: with prices inflating on competing brands while Tesla prices have moderated, there will be a population of buyers who will be enticed to buy Teslas even between launch cycles, especially as we head into an election year and the EV rebate rules may be set to change.Tesla is still generating meaningful profitability, with several levers for further margin accretionWhen we zoom out at FY23 as a whole, we find that Tesla still generated its highest-ever nominal GAAP income of $15.0 billion.Tesla FY23 results (Tesla Q4 shareholder deck)Despite the fact that gross margins fell more than 7 points y/y driven by price reductions, which flowed directly into an 8 point reduction in operating margins and 6 point reduction in adjusted EBITDA margins, Tesla's overall adjusted EBITDA still fell \"only\" -13% y/y to $16.6 billion, its second-highest year on record.Increased production volumes and greater efficiency continue to be the greatest catalyst for further margin accretion. Tesla's Model 3/Y production increased 14% y/y in its most recent quarter:Tesla production trends (Tesla Q4 shareholder deck)This is a great indicator ahead of the company's next-gen vehicle. Here's what CEO Elon Musk said on the Q4 earnings call in regards to this new car:And we're very far along on our next-generation low-cost vehicle. This is an earnings call, not a product announcement. So there'll no doubt be many questions that try to ask us about new product, new products coming. But we reserve product announcements for product announcements not earning calls. So -- but we're very excited about this, and this is really going to be profound, not just in its design of the vehicle itself, but in the design of the manufacturing system. This is a revolutionary manufacturing system significantly, far more advanced than any other automotive manufacturing system in the world, by a significant margin.Several years ago, I said, perhaps the most important competitive characteristic of Tesla in the future will be manufacturing technology and you will really see that come to bear with our next-gen vehicle. The first manufacturing location for this will be at our Gigafactory and headquarters in Austin, Texas, and then we'll follow that up with other locations around the world. Probably the factory we'll build in Mexico will be second, and then we'll be looking to identify a third location, perhaps by the end of this year or early next outside of North America.\"Higher software attach is the other key driver to higher margins. The company recently released a major new version of its full self-driving (\"FSD\") package that incorporates AI/neural net technology to guide autonomous driving. As a reminder, the FSD package can be added at a cost of $12k, while a lower-feature Enhanced Autopilot option can be added at $6k. Both software options are available after purchase as well, so as features are added and encourage more Tesla owners off the bench, the company has access to a high-margin source of revenue growth.Key takeawaysThough there is a \"sky is falling\" attitude toward Tesla in the current stock market, it's worthwhile to call out all the opportunities that the company enjoys in 2024 (and more relevantly, beyond 2024) - including higher starting prices for competing vehicles, potential pull-forward of demand from buyers wanting to take advantage of generous federal tax rebates (which are available at point of purchase starting in 2024), and both hardware/software improvements to existing Tesla models despite no increase in price for either.Stay long here and wait patiently for the Tesla, Inc. rebound.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240276925354104,"gmtCreate":1699680457770,"gmtModify":1699680463969,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Thanks 🙏👍","listText":"Thanks 🙏👍","text":"Thanks 🙏👍","images":[{"img":"https://community-static.tradeup.com/news/54d397949df0214b3ee3fa3155141c02","width":"1080","height":"1344"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240276925354104","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":239946323251408,"gmtCreate":1699599609910,"gmtModify":1699599614703,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Good 👍.","listText":"Good 👍.","text":"Good 👍.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239946323251408","repostId":"2382245602","repostType":4,"repost":{"id":"2382245602","pubTimestamp":1699578272,"share":"https://www.laohu8.com/m/news/2382245602?lang=&edition=full","pubTime":"2023-11-10 09:04","market":"us","language":"en","title":"The October CPI Report May Be Shockingly Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=2382245602","media":"Seekingalpha","summary":"The October CPI is set to show a sharp drop in headline inflation with energy prices reversing the September spike.We see room for core-CPI measures to surprise to the downside, based on declining use","content":"<html><head></head><body><ul style=\"\"><li><p>The October CPI is set to show a sharp drop in headline inflation with energy prices reversing the September spike.</p></li><li><p>We see room for core-CPI measures to surprise to the downside, based on declining used car prices and housing indicators stabilizing lower.</p></li><li><p>Accelerating disinflation could open the door for Fed rate cuts into 2024, driving bond yields lower as a tailwind for equities and risk assets.</p></li></ul><p>Mark your calendar because the October CPI report on Tuesday, November 14 could very well be one of the most important days for Wall Street all year. Several dynamics are coming together, which we believe will show a massive drop in the key inflation indicator.</p><p>If we're correct, the implications here extend to everything from the next steps in Fed policy to the outlook on interest rates and ultimately set the stage for stocks to continue rallying into 2024.</p><p>Compared to the 3.7% annual headline inflation indicator in September, the outlook here is for that figure to fall back towards "3.28%", according to the current estimate from the Cleveland Fed. We wouldn't be surprised by a tick even lower with downside, particularly to the 4.16% core-CPI estimate.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0665024b6b738508e4c1fcc995e4a688\" tg-width=\"640\" tg-height=\"171\"/></p><p>source: Cleveland Fed</p><p>The reason this is important is that it helps pour cold water on what has been some of the biggest market headwinds. Concerns that inflation was re-accelerating and that the Fed would need to keep hiking, fueled a rise in long-term bond yields and stock market volatility in recent months.</p><p>By this measure, a "good" inflation update next week has the potential to proverbially kill multiple birds with one stone. The Fed has claimed the group is "data-dependent" on assessing the need for further action, and the CPI report is the main event of hard data that matters.</p><p>Don't just take our word for it, as the writing here is on the wall.</p><p>Maybe one of the biggest developments, and a welcomed surprise, has been the sharp selloff in energy prices. The spike during Q3 was likely the culprit for much of the uncertainty in the direction of the CPI, but the good news here is that Crude oil is currently down more than 20% from its September high, with the bulk of that move taking place in October.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b96a248dff3c246608e5a4a7646f658e\" tg-width=\"640\" tg-height=\"268\"/></p><p>source: finviz</p><p>Similarly, data shows that retail gasoline in the U.S. at a national average of $3.40 per gallon has dropped in recent weeks. Compared to fears last month that the Israel-Hamas war would result in trade disruptions or shortages and send oil surging. That scenario simply hasn't played out. The data shows climbing supplies and inventories helping to bring the market back to a balance as the average price fell over the past year.</p><p>It's not just energy. The closely watched "Manheim Used Vehicle Value Index" showed wholesale prices fell by -2.3% month-over-month in October and -4% y/y. The index is down -18% from its 2021 cycle peak. Vehicle prices within the core CPI, which excludes food and energy, had been stubbornly high but the trend now suggests pandemic-era dynamics passed.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/614eabd3c0157f5c0fa4907cc553c48f\" tg-width=\"640\" tg-height=\"376\"/></p><p>source: Manheim</p><p>We also see favorable signs in housing, with evidence that near two-decade-high mortgage rates are working to at least limit price increases. The latest Case-Shiller Home price index with data from August shows prices up 2.6% y/y, a level that is already near the Fed's broader 2% inflation target.</p><p>The sense is that there is more downside in housing prices, particularly as they are reflected in the official CPI data going forward. That dynamic is evident when we look at rent prices. According to the industry group Apartment List, the national average for October rents was down -1.2% y/y even as the figure reflected in the September CPI report still showed a 7.4% annual increase.</p><p>We expect to see some convergence lower in CPI shelter prices over the next several months, working to push the headline inflation indicator even lower. Overall, signs are that inflationary pressures have cooled, with disinflation accelerating into 2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ac577d3a97a67396e3add5f2b043925\" tg-width=\"640\" tg-height=\"454\"/></p><p>source: Apartment List</p><h2 id=\"id_1668434835\">A Door For The Fed To Cut In 2024</h2><p>Ultimately, some conviction that inflation has been controlled could open the door for the Fed to cut interest rates down the line. This is possible, not because the economy is in trouble, but simply because forward expectations become anchored to the 2% target. While the Fed hasn't discussed that possibility just yet, the upcoming October CPI report could go a long way to make that a reality.</p><p>This is exactly what the "soft landing" scenario has looked like defined by resilient economic indicators even as inflation trends lower. A setup many did not believe was possible back in 2022 but is playing out now. Indeed, the market is now starting to buy into that building consensus, and we agree.</p><p>We're watching bond yields make a sharp pullback from recent highs, which in part reflects the declining inflation expectations and even some underlying enthusiasm already looking ahead to the next few months of CPI data.</p><p>The 10-year Treasury Rate is currently down about 50 basis points to 4.5% from an October high when it breached the 5% handle. Again, the explanation here considers that if inflation is set to make a bigger move lower, the argument for further hikes by the Fed loses steam, and interest rates have a downside.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7918e21a4d97a53e17e16d16f8ceaea0\" tg-width=\"606\" tg-height=\"373\"/></p><p>source: CNBC</p><p>Similarly, stocks are trading on this same dynamic. The S&P (SP500) has rallied higher in each of the last eight trading sessions, back to a level from early October. The argument we make is that with less macro uncertainty today, stocks should be well-positioned to reclaim their summer highs when the S&P 500 reached $4,600.</p><p>The tailwinds here are threefold. First, companies benefit from lower inflation on the cost side in support of profitability margins. Second, Lower interest rates offer some room for expanding valuation multiples alongside strong sentiment. Finally, easing financial conditions can help boost top-line growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ebac86ee7cb5958e26f286b3a633a90\" tg-width=\"635\" tg-height=\"364\"/></p><p>Data by YCharts</p><h2 id=\"id_2473040421\">What's The Opportunity?</h2><p>The upcoming inflation data may be shocking to some, but we're prepared. The opportunity here is that all these points still face intense skepticism by a large part of the market.</p><p>It amazes us that some still believe inflation is "out of control" and the Fed will need to keep hiking. By this measure, a good CPI update could force inflation hawks and market bears back to the drawing board, translating into a market-wide short-squeeze.</p><p>Of course, that also covers what remains the key risk here which is the possibility that the next CPI somehow surprises significantly higher. We can't overlook the volatile situation in the Middle East or even Eastern Europe, which has been thus far relatively contained but introduces some tail risk scenarios. We'd be concerned if oil made its way to +$100bbl.</p><p>Overall, we're bullish on stocks and bonds here and expect the favorable headlines surrounding the October CPI event to help build up a narrative that the market can trade into for a stronger year-end rally.</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>The October CPI Report May Be Shockingly Bullish</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\">\nThe October CPI Report May Be Shockingly Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-10 09:04 GMT+8 <a href=https://seekingalpha.com/article/4649731-the-october-cpi-report-may-be-shockingly-bullish><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The October CPI is set to show a sharp drop in headline inflation with energy prices reversing the September spike.We see room for core-CPI measures to surprise to the downside, based on declining ...</p>\n\n<a href=\"https://seekingalpha.com/article/4649731-the-october-cpi-report-may-be-shockingly-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","VOO":"Vanguard标普500ETF","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4649731-the-october-cpi-report-may-be-shockingly-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2382245602","content_text":"The October CPI is set to show a sharp drop in headline inflation with energy prices reversing the September spike.We see room for core-CPI measures to surprise to the downside, based on declining used car prices and housing indicators stabilizing lower.Accelerating disinflation could open the door for Fed rate cuts into 2024, driving bond yields lower as a tailwind for equities and risk assets.Mark your calendar because the October CPI report on Tuesday, November 14 could very well be one of the most important days for Wall Street all year. Several dynamics are coming together, which we believe will show a massive drop in the key inflation indicator.If we're correct, the implications here extend to everything from the next steps in Fed policy to the outlook on interest rates and ultimately set the stage for stocks to continue rallying into 2024.Compared to the 3.7% annual headline inflation indicator in September, the outlook here is for that figure to fall back towards \"3.28%\", according to the current estimate from the Cleveland Fed. We wouldn't be surprised by a tick even lower with downside, particularly to the 4.16% core-CPI estimate.source: Cleveland FedThe reason this is important is that it helps pour cold water on what has been some of the biggest market headwinds. Concerns that inflation was re-accelerating and that the Fed would need to keep hiking, fueled a rise in long-term bond yields and stock market volatility in recent months.By this measure, a \"good\" inflation update next week has the potential to proverbially kill multiple birds with one stone. The Fed has claimed the group is \"data-dependent\" on assessing the need for further action, and the CPI report is the main event of hard data that matters.Don't just take our word for it, as the writing here is on the wall.Maybe one of the biggest developments, and a welcomed surprise, has been the sharp selloff in energy prices. The spike during Q3 was likely the culprit for much of the uncertainty in the direction of the CPI, but the good news here is that Crude oil is currently down more than 20% from its September high, with the bulk of that move taking place in October.source: finvizSimilarly, data shows that retail gasoline in the U.S. at a national average of $3.40 per gallon has dropped in recent weeks. Compared to fears last month that the Israel-Hamas war would result in trade disruptions or shortages and send oil surging. That scenario simply hasn't played out. The data shows climbing supplies and inventories helping to bring the market back to a balance as the average price fell over the past year.It's not just energy. The closely watched \"Manheim Used Vehicle Value Index\" showed wholesale prices fell by -2.3% month-over-month in October and -4% y/y. The index is down -18% from its 2021 cycle peak. Vehicle prices within the core CPI, which excludes food and energy, had been stubbornly high but the trend now suggests pandemic-era dynamics passed.source: ManheimWe also see favorable signs in housing, with evidence that near two-decade-high mortgage rates are working to at least limit price increases. The latest Case-Shiller Home price index with data from August shows prices up 2.6% y/y, a level that is already near the Fed's broader 2% inflation target.The sense is that there is more downside in housing prices, particularly as they are reflected in the official CPI data going forward. That dynamic is evident when we look at rent prices. According to the industry group Apartment List, the national average for October rents was down -1.2% y/y even as the figure reflected in the September CPI report still showed a 7.4% annual increase.We expect to see some convergence lower in CPI shelter prices over the next several months, working to push the headline inflation indicator even lower. Overall, signs are that inflationary pressures have cooled, with disinflation accelerating into 2024.source: Apartment ListA Door For The Fed To Cut In 2024Ultimately, some conviction that inflation has been controlled could open the door for the Fed to cut interest rates down the line. This is possible, not because the economy is in trouble, but simply because forward expectations become anchored to the 2% target. While the Fed hasn't discussed that possibility just yet, the upcoming October CPI report could go a long way to make that a reality.This is exactly what the \"soft landing\" scenario has looked like defined by resilient economic indicators even as inflation trends lower. A setup many did not believe was possible back in 2022 but is playing out now. Indeed, the market is now starting to buy into that building consensus, and we agree.We're watching bond yields make a sharp pullback from recent highs, which in part reflects the declining inflation expectations and even some underlying enthusiasm already looking ahead to the next few months of CPI data.The 10-year Treasury Rate is currently down about 50 basis points to 4.5% from an October high when it breached the 5% handle. Again, the explanation here considers that if inflation is set to make a bigger move lower, the argument for further hikes by the Fed loses steam, and interest rates have a downside.source: CNBCSimilarly, stocks are trading on this same dynamic. The S&P (SP500) has rallied higher in each of the last eight trading sessions, back to a level from early October. The argument we make is that with less macro uncertainty today, stocks should be well-positioned to reclaim their summer highs when the S&P 500 reached $4,600.The tailwinds here are threefold. First, companies benefit from lower inflation on the cost side in support of profitability margins. Second, Lower interest rates offer some room for expanding valuation multiples alongside strong sentiment. Finally, easing financial conditions can help boost top-line growth.Data by YChartsWhat's The Opportunity?The upcoming inflation data may be shocking to some, but we're prepared. The opportunity here is that all these points still face intense skepticism by a large part of the market.It amazes us that some still believe inflation is \"out of control\" and the Fed will need to keep hiking. By this measure, a good CPI update could force inflation hawks and market bears back to the drawing board, translating into a market-wide short-squeeze.Of course, that also covers what remains the key risk here which is the possibility that the next CPI somehow surprises significantly higher. We can't overlook the volatile situation in the Middle East or even Eastern Europe, which has been thus far relatively contained but introduces some tail risk scenarios. We'd be concerned if oil made its way to +$100bbl.Overall, we're bullish on stocks and bonds here and expect the favorable headlines surrounding the October CPI event to help build up a narrative that the market can trade into for a stronger year-end rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230376492658936,"gmtCreate":1697286051222,"gmtModify":1697286055393,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230376492658936","repostId":"2375871947","repostType":2,"repost":{"id":"2375871947","pubTimestamp":1697269345,"share":"https://www.laohu8.com/m/news/2375871947?lang=&edition=full","pubTime":"2023-10-14 15:42","market":"us","language":"en","title":"Tesla: My Long-Term Bull Thesis (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2375871947","media":"seekingalpha","summary":"Tesla, Inc. produces electric vehicles, solar panels and roof tiles, and battery storage systems.Tesla has already established itself as a premier EV producer and is well-positioned to achieve additio","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. produces electric vehicles, solar panels and roof tiles, and battery storage systems.</p></li><li><p>Tesla has already established itself as a premier EV producer and is well-positioned to achieve additional moats in its ancillary industries.</p></li><li><p>They have a history of achieving attractive returns. I believe they will become a long-term compounder.</p></li><li><p>After reviewing their present financials and valuation, I currently rate Tesla stock a Buy.</p></li></ul><h2 id=\"id_284327236\">Thesis</h2><p>A few days ago, I was in a discussion with a friend about his recent <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> stock acquisition and told him I thought he would likely be quite happy with his purchase a decade from now. When he asked me why, I gave him a brief on two high margin revenue streams that Tesla is in the process of developing. I am detailing the points I made to him in this article.</p><p>As much as I am quite bullish on their long-term prospects, when I wrote my last article on Tesla in April, I was hesitant to place a buy rating because of a combination of their margin contraction caused by price drops and our inverted yield curve. However, with the UAW strike providing significant problems for the Big Three, Tesla's short and medium term prospects have improved significantly. After reviewing their financials and present valuation, I currently rate TSLA as a Buy.</p><h2 id=\"id_1523361003\">Company Background</h2><p>Tesla produces electric vehicles, solar panels and roof tiles, and battery storage systems. They are a leading developer of self-driving software, and have expanded into machine learning with the development of their own supercomputer called Dojo. They maintain operations in the United States, China, and internationally. The company was founded in 2003 and and is currently headquartered in Austin, Texas.</p><p>Tesla maintains an Automotive segment, and an Energy Generation and Storage segment. Their Automotive segment offers electric vehicles and ancillary products and services. This segment includes their network of Superchargers and service locations, in-app upgrades and mobile services, financing and leasing services, and warranties and extended service plans.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f11caf4cecf2747046aec98ae4c6af65\" tg-width=\"640\" tg-height=\"714\"/></p><p>TSLA Automotive Market Share (Shareholder Deck, Q2 2023, page 9)</p><p>Their Energy Generation and Storage segment provides photovoltaic generation, storage products, and related services. It maintains a website as well as stores and galleries, and also reaches customers through a network of channel partners. They offer various financing options to their solar customers.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/805bb136adcb87dd8973826d009888a5\" tg-width=\"640\" tg-height=\"668\"/></p><p>TSLA Energy Storage And Services (Shareholder Deck, Q2 2023, page 8)</p><h2 id=\"id_2603697569\">Long-Term Trends</h2><p>The global electric vehicle ("EV") market is projected to have a CAGR of 22.1% until 2030. The global autonomous vehicle market is projected to have a CAGR of 35% through 2032. The global electric vehicle charging station market is projected to have a CAGR of 37.7% until 2033. The energy storage market is projected to have a CAGR of 14.31% through 2028. The global photovoltaic market is projected have a CAGR of 10.1% during the forecast period.</p><h2 id=\"id_1091166465\">The Future Of Self-Driving</h2><p>Tesla is in the process of improving its capabilities on multiple fronts. They have been working toward full self-driving ("FSD") for many years. As part of this effort, they announced Dojo at their AI Day event on August 19, 2021.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24792668f6b7252a5e3ff7db263f25fe\" tg-width=\"640\" tg-height=\"643\"/></p><p>TSLA Dojo Projections (Shareholder Deck, Q2 2023, page 8)</p><p>As progress continues on establishing superior reliability and safety capabilities, it will eventually become clear that autonomous vehicles are safer than human drivers. Once a certain statistical threshold has been met, insurance companies are going to be willing to offer lower rates to drivers who use proven autonomous driving software.</p><p>What I believe frequently gets overlooked is the pressure this will place on entities who operate large fleets of vehicles. They will be financially incentivized to transition to autonomous capable vehicles. While most of the auto industry has been working toward their own versions of autonomous driving, Tesla has a capability lead on most of them. If insurance companies are willing to offer users of Tesla's software better rates, this will incentivize Tesla's competition to manufacture vehicles which are capable of running a variety of software packages.</p><p>Their Autopilot has access to more raw data than any of their competitors. This gives them a significant lead on reaching full capability more quickly than any other autonomous driving software provider.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e4a0ee3836625fe05862be235be6d0d\" tg-width=\"640\" tg-height=\"411\"/></p><p>TSLA Guidance Autopilot (Earnings Call Transcript, Q2 2023)</p><p>We could witness an era where it's common for people to buy a new Ford (F), General Motors (GM), or Stellantis (STLA) vehicle equipped with Tesla's autonomous driving software. This may also produce an industry of third party entities which convert vehicles to be capable of using Tesla's software. Eventually, any capability gap should close for those of their competitors who continue developing their own software packages, so this period may only last a few years. However, the trend of vehicles being manufactured with multi-software capability may continue even after the gap closes. Being able to purchase a vehicle capable of using a variety of self-driving software packages may eventually become standard.</p><p>While I am not clear as to when this threshold will be crossed. The idea that Tesla might find themselves with a much larger market for their software than their own vehicles is extremely appealing. The pressure would have to be significant for the other auto manufacturers to make the switch. If the discounts the insurance companies are handing out are not deep enough, we may not see an adoption or we may only experience a partial adoption.</p><h2 id=\"id_766904302\">The Future Of Energy Storage</h2><p>Tesla is well positioned to benefit from ongoing changes in our energy grid. The Levelized Cost of Electricity is the most dominant factor at play when examining long-term energy infrastructure trends.</p><p>When photovoltaics reached the status of our cheapest source of electricity several years ago, additional renewable capacity seems inevitable. However, the adoption of intermittent sources warps the daily supply and demand curve for wholesale electricity. This supply and demand imbalance produced by solar is known as the Duck Curve. Excessive overproduction from solar will damage portions of the grid. This problem is severe enough that it is already common to disconnect portions of commercial scale capacity during the middle of the day. I went into further detail about how this is affecting long-term trends related to our grid in my recent article about <a href=\"https://laohu8.com/S/FLC.AU\">Fluence</a> Energy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39c147776dcc731a995ce851080e42f9\" tg-width=\"640\" tg-height=\"380\"/></p><p>The Duck Curve (Brad Bouillon; Stanford University)</p><p>Tesla sits in a unique situation where they are involved in both grid scale storage as well as machine learning and artificial intelligence. In places where a portion of the grid is supplied by photovoltaics, storage providers are able to collect free or almost-free electricity in the middle of the day while the grid is overproducing. This electricity can later be sold back into the market in the evening when they are at their highest.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4ac2ebf908cc8379c189eabbedc7ca5\" tg-width=\"640\" tg-height=\"345\"/></p><p>Wholesale California Electricity Prices Over 24 Hrs. On A Spring Day (Charles W. Forsberg; ResearchGate, May 2020)</p><p>With the electricity collected at no cost, or almost no cost, the margins for such an operation are a function of the sheer volume one can manage divided by the maintenance costs for the batteries. This means that storage providers are incentivized to gain access to as much overproduction as possible. Over the next several decades, I believe the electricity arbitrage industry has the potential to scale with the mass adoption of solar and will become incredibly lucrative. Although it's still far too early to tell how this situation will develop, Tesla is currently well positioned to become a major player in this emerging industry.</p><p>Their Autobidder continues to find opportunities in Australia, Texas, California, and the UK. The company cites the clear advantages of growing their footprint, as each facility they build is expected to produce revenue for about 20 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28f923519b920c1ce932fc27fda75a07\" tg-width=\"640\" tg-height=\"309\"/></p><p>TSLA Autobidder Guidance (Earnings Call Transcript, Q2 2023)</p><p>In 2022, their energy generation and storage segment reached 5.4% of total revenues, representing a 90% YoY increase to $1.310 billion, while the cost of revenues stands at $1.151 billion. This gives it a gross margin of 9.26%. According to a September 2023 article, Autobidder has made over $330 million in trading revenues since inception.</p><h2 id=\"id_1793167372\">Guidance</h2><p>Tesla's most recent earnings call spoke of several long-term projects they have in the works. They covered developments with the Cybertruck, which they plan to launch later this year, and also mentioned continued efforts toward developing a robotaxi. They are pleased about the adoption of the North American Charging Standard. Overall, things have been going well for them in recent months.</p><p>Their forward looking statements indicate that they expect Q3 to have lower revenue due to scheduled upgrades causing down-time through the summer months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b8013f2708a14570db43c0501102e3\" tg-width=\"640\" tg-height=\"186\"/></p><p>TSLA Q3 Guidance (Earnings Call Transcript, Q2 2023)</p><h2 id=\"id_1301781525\">Annual Financials</h2><p>Tesla's annual revenue has been growing at an impressive rate. In 2013 they had an annual revenue of $2,013.5M. By 2022, that had grown to $81,462M. This represents a total increase of 3945.8% at an average annual rate of 438.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcc482b761f902e3e7c254040e9c8597\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Annual Revenue (By Author)</p><p>Their annual margins have been improving over the last several years. As of the most recent annual report, gross margins were 25.60%, EBITDA margins were 21.41%, operating margins were 16.81%, and net margins were 15.41%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ea2cc4873205f6048d485d7c8c03743\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Annual Margins (By Author)</p><p>Like many growing companies, Tesla has been diluting to help fund expansion. Total common shares outstanding was at 1,846.4M in 2013; by the end of 2022 that rose to 3,164M. This represents a 71.4% rise in share count, which comes out to an average annual rate of 7.93%. Over that same time period, operating income rose from -$61.3M to $13,692M. Because it has come with significant improvements to income, I view this dilution as accretive.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ae842b30302928f4ba47f1df6ca3b48\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Annual Share Count vs. Cash vs. Income (By Author)</p><p>Their debt situation has been improving over the last several years. As of the 2022 annual report, they had $106M in net interest expense, total debt was $5,748M, and long-term debt was $1,029M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf2a5f6f85100d6fad8fbc763ee28c46\" tg-width=\"640\" tg-height=\"369\"/></p><p>TSLA Annual Debt (By Author)</p><p>As of this most recent annual report, cash and equivalents was $16,253M, operating income was $13,692M, EBITDA was $17,439M, net income was $12,556M, unlevered free cash flow was $4,327.5M, and levered free cash flow was $4,208.1M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4749ab51b3930ace699aa8fdbc9d3042\" tg-width=\"640\" tg-height=\"366\"/></p><p>TSLA Annual Cash Flow (By Author)</p><p>Their total equity has been growing quite quickly.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7668562728d6b2189d0ea9b36320c656\" tg-width=\"640\" tg-height=\"364\"/></p><p>TSLA Annual Total Equity (By Author)</p><p>Annual returns have also been improving. As of the most recent annual report ROIC was 24.31%, ROCE was 17.64%, and ROE was at 27.36%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5583fd99045d634b1d656076e1699c03\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Annual Returns (By Author)</p><h2 id=\"id_1822369943\">Quarterly Financials</h2><p>Their quarterly financials are showing significant revenue growth over the last two years. Eight quarters ago Tesla had a quarterly revenue of $11,958M. Four quarters ago that had grown to $16,934M. By this most recent quarter that had grown to $24,927M. This represents a total two-year rise of 108.4% at an average quarterly rate of 13.6%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42d5dee77bc7ebd5bff77ffdbff2b891\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Quarterly Revenue (By Author)</p><p>Their margins have been contracting over the last several quarters. As of the most recent quarter gross margins were 18.19%, EBITDA margins were 14.25%, operating margins were 9.62%, and net margins were at 10.84%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6a9552bd4abea5d4eaf5bab00ec6cbd\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Quarterly Margins (By Author)</p><p>Their dilution rate appears to have dropped in more recent quarters. The sum of their last eight quarters of dilution comes to 7.32%; over the last four quarters this has dropped to 1.63%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/229782b5a1c2946139d72aed133ad813\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Quarterly Share Count vs. Cash vs. Income (By Author)</p><p>Their debt situation is improving. This most recent quarter, Tesla had $210M in net interest expense, total debt was at $5811M, and long-term debt was at $504M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/429f4a8a103bf7e3ca31bf52ce141526\" tg-width=\"640\" tg-height=\"371\"/></p><p>TSLA Quarterly Debt (By Author)</p><p>Their quarterly cash flow is inconsistent. As of the most recent earnings report, cash and equivalents were $15,296M, quarterly operating income was $2,399M, EBITDA was $3553M, net income was $2,703M, unlevered free cash flow was $894.4M, and levered free cash flow was $876.9M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db4fae5af9d282f20ff6be83fc6eba91\" tg-width=\"640\" tg-height=\"371\"/></p><p>TSLA Quarterly Cash Flow (By Author)</p><p>When viewed on a quarterly basis, their total equity continues to rise.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39348a9bbb1a278da180df079161da78\" tg-width=\"640\" tg-height=\"372\"/></p><p>TSLA Quarterly Total Equity (By Author)</p><p>Their returns are trending in a similar pattern with their margins. As of the most recent earnings report ROIC was 4.66%, ROCE was 2.81%, and ROE was 5.18%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6b3a5e5973cf51f1e4bb2acfeef013b\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Quarterly Returns (By Author)</p><h2 id=\"id_3002784039\">Valuation</h2><p>As of October 11th, 2023, Tesla had a market capitalization of $836.73B and traded for $262.99 per share. They do not pay a dividend, so using their forward P/E of 91.03x, and their EPS Long-Term CAGR of 19.72%, I calculated a PEGY of 4.616x and an Inverted PEGY of 0.2166x. As the PEGY value is well above 1, this implies the company is presently significantly overvalued.</p><p>However, TSLA has a history of trading at elevated valuations. They are currently trading with an EV/EBITDA of 48.73x. When viewing their EV/EBITDA over the last 5 years, it's clear that its present valuation is historically not as overvalued as it has reached in the past.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d884e507e04fa1ef07ee4d2ca9e62583\" tg-width=\"640\" tg-height=\"230\"/></p><p>TSLA 5 Year EV/EBITDA (Seeking Alpha)</p><h2 id=\"id_3723830278\">Risks</h2><p>Tesla faces a large number of competitors. A majority of the already established auto manufacturers on the planet are developing or already producing their own EV's and alternative fuel vehicles. This developing industry has also attracted a significant number of speculative startups. Because of Tesla's first mover advantage, and the time it will take to develop a viable product from nothing, I expect that the effects of this increasing competitive pressure will come on gradually.</p><p>Autonomous driving may take longer to reach full maturity than they expect. Progress is expected to continue on its logistic growth curve, with most of the easy breakthroughs having already been made. The company already has a viable product, but they need a huge amount of additional data and time to fine tune it and make further safety and reliability improvements. It will likely be difficult to tell when they have actually crossed above the threshold where their FSD software can be called "fully mature."</p><p>As always with innovators, Tesla runs the risk of overspending to stay relevant. Developing their own hardware and software for machine learning may end up costing more than they expect, or not be as profitable as they project. The push to develop A.I. is spawning development across the industry, and Tesla is merely one of many companies working on their own projects. While I believe the decision to move into machine learning was good for the long-term health of the company, it's always possible the additional cost of joining the first movers will not be worth the benefits.</p><h2 id=\"id_2771406227\">Catalysts</h2><p>Tesla faces several catalysts, most of which are not near term. Tesla has cut prices several times earlier this year. This should produce additional demand and help them capture market share. Tesla has been normalizing electric vehicle use; at some point we will cross the threshold where it's more normal culturally to drive an electric or alternative fuel vehicle than a gasoline or diesel.</p><p>Tesla's overall engineering quality is extremely high. Tesla is several generations into EV development and their design philosophy has them continuously making performance improvements. For a specific example of what I am referencing, YouTube has videos of Sandy Munro comparing the thermal systems of the Mach-E and the Model Y. They are eye-opening.</p><p>As stated above, I believe demand for their FSD software will increase once the insurance providers are willing to offer discounts. Organizations which maintain fleets of vehicles will have to justify not transitioning to the cheaper option. This is likely to affect everyone from car rental companies and taxi services, to government employees and utility vehicles. Demand for FSD may also spur their competition into producing vehicles which are capable of using Tesla's driverless software.</p><p>Tesla is joining several others in the development of Iron-Air batteries. These types of batteries are significantly cheaper than the Li-ion we are all accustomed to. Tesla already operates a grid scale energy storage facility in Texas. The dramatic cost savings of Iron-Air batteries makes them a disruptive technology. Our electric grid currently requires a significant contribution from base load providers. As we increase its storage capacity, I believe the bargaining power the base load providers currently have will diminish as most of the negotiating power will shift to the storage providers.</p><p>Also, storage providers will experience sustained tailwinds from the continued adoption of solar as they profit from daily arbitrage opportunities. Because of their dramatically lower cost of production, the adoption of iron-air batteries should both lower cost of expansion and improve margins for their energy storage division.</p><p>Tesla achieves rather high margins for a manufacturer. As producers in other industries realize that the reason Tesla is achieving superior margins and return on capital is due to their preference for automated manufacturing, the demand for Tesla-style facilities should rise. The company could eventually open a subsidiary which establishes automated manufacturing facilities for other companies.</p><h2 id=\"id_2355894248\">Conclusions</h2><p>Normally, I refuse to place buy ratings on any company this overvalued. However, I believe the current UAW strike will provide continued tailwinds for Tesla, Inc.'s share price as it continues. Add to this the fact that they have a history of achieving unreasonably high valuations and its present valuation becomes less of a concern. This is one of the few occasions where I am willing to hand out a buy rating on a ticker when I am unable to clearly see that it's trading below its intrinsic value. I believe Tesla has unrecognized long-term growth potential, so it potentially may have a hidden margin of safety.</p><p>Overall, Tesla, Inc. appears to be an extremely attractive investment because of their culture of adaptation and innovation. While I cannot guarantee that their current endeavors will lead to future moats, they have already established themselves as a premier EV producer and have the potential to find themselves with multiple high margin revenue streams. Although their margins have been contracting over the last several quarters, they have proven they are capable of producing attractive returns.</p><p>I believe Tesla stock is likely to become the long-term compounder that its present investors hope it will be. So even if buying at today's prices ends up being a lackluster entry in the short or medium term, long-term Tesla, Inc. shareholders are unlikely to be punished for it.</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>Tesla: My Long-Term Bull Thesis (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: My Long-Term Bull Thesis (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-14 15:42 GMT+8 <a href=https://seekingalpha.com/article/4640677-tesla-my-long-term-bull-thesis-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. produces electric vehicles, solar panels and roof tiles, and battery storage systems.Tesla has already established itself as a premier EV producer and is well-positioned to achieve ...</p>\n\n<a href=\"https://seekingalpha.com/article/4640677-tesla-my-long-term-bull-thesis-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://seekingalpha.com/article/4640677-tesla-my-long-term-bull-thesis-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2375871947","content_text":"Tesla, Inc. produces electric vehicles, solar panels and roof tiles, and battery storage systems.Tesla has already established itself as a premier EV producer and is well-positioned to achieve additional moats in its ancillary industries.They have a history of achieving attractive returns. I believe they will become a long-term compounder.After reviewing their present financials and valuation, I currently rate Tesla stock a Buy.ThesisA few days ago, I was in a discussion with a friend about his recent Tesla, Inc. stock acquisition and told him I thought he would likely be quite happy with his purchase a decade from now. When he asked me why, I gave him a brief on two high margin revenue streams that Tesla is in the process of developing. I am detailing the points I made to him in this article.As much as I am quite bullish on their long-term prospects, when I wrote my last article on Tesla in April, I was hesitant to place a buy rating because of a combination of their margin contraction caused by price drops and our inverted yield curve. However, with the UAW strike providing significant problems for the Big Three, Tesla's short and medium term prospects have improved significantly. After reviewing their financials and present valuation, I currently rate TSLA as a Buy.Company BackgroundTesla produces electric vehicles, solar panels and roof tiles, and battery storage systems. They are a leading developer of self-driving software, and have expanded into machine learning with the development of their own supercomputer called Dojo. They maintain operations in the United States, China, and internationally. The company was founded in 2003 and and is currently headquartered in Austin, Texas.Tesla maintains an Automotive segment, and an Energy Generation and Storage segment. Their Automotive segment offers electric vehicles and ancillary products and services. This segment includes their network of Superchargers and service locations, in-app upgrades and mobile services, financing and leasing services, and warranties and extended service plans.TSLA Automotive Market Share (Shareholder Deck, Q2 2023, page 9)Their Energy Generation and Storage segment provides photovoltaic generation, storage products, and related services. It maintains a website as well as stores and galleries, and also reaches customers through a network of channel partners. They offer various financing options to their solar customers.TSLA Energy Storage And Services (Shareholder Deck, Q2 2023, page 8)Long-Term TrendsThe global electric vehicle (\"EV\") market is projected to have a CAGR of 22.1% until 2030. The global autonomous vehicle market is projected to have a CAGR of 35% through 2032. The global electric vehicle charging station market is projected to have a CAGR of 37.7% until 2033. The energy storage market is projected to have a CAGR of 14.31% through 2028. The global photovoltaic market is projected have a CAGR of 10.1% during the forecast period.The Future Of Self-DrivingTesla is in the process of improving its capabilities on multiple fronts. They have been working toward full self-driving (\"FSD\") for many years. As part of this effort, they announced Dojo at their AI Day event on August 19, 2021.TSLA Dojo Projections (Shareholder Deck, Q2 2023, page 8)As progress continues on establishing superior reliability and safety capabilities, it will eventually become clear that autonomous vehicles are safer than human drivers. Once a certain statistical threshold has been met, insurance companies are going to be willing to offer lower rates to drivers who use proven autonomous driving software.What I believe frequently gets overlooked is the pressure this will place on entities who operate large fleets of vehicles. They will be financially incentivized to transition to autonomous capable vehicles. While most of the auto industry has been working toward their own versions of autonomous driving, Tesla has a capability lead on most of them. If insurance companies are willing to offer users of Tesla's software better rates, this will incentivize Tesla's competition to manufacture vehicles which are capable of running a variety of software packages.Their Autopilot has access to more raw data than any of their competitors. This gives them a significant lead on reaching full capability more quickly than any other autonomous driving software provider.TSLA Guidance Autopilot (Earnings Call Transcript, Q2 2023)We could witness an era where it's common for people to buy a new Ford (F), General Motors (GM), or Stellantis (STLA) vehicle equipped with Tesla's autonomous driving software. This may also produce an industry of third party entities which convert vehicles to be capable of using Tesla's software. Eventually, any capability gap should close for those of their competitors who continue developing their own software packages, so this period may only last a few years. However, the trend of vehicles being manufactured with multi-software capability may continue even after the gap closes. Being able to purchase a vehicle capable of using a variety of self-driving software packages may eventually become standard.While I am not clear as to when this threshold will be crossed. The idea that Tesla might find themselves with a much larger market for their software than their own vehicles is extremely appealing. The pressure would have to be significant for the other auto manufacturers to make the switch. If the discounts the insurance companies are handing out are not deep enough, we may not see an adoption or we may only experience a partial adoption.The Future Of Energy StorageTesla is well positioned to benefit from ongoing changes in our energy grid. The Levelized Cost of Electricity is the most dominant factor at play when examining long-term energy infrastructure trends.When photovoltaics reached the status of our cheapest source of electricity several years ago, additional renewable capacity seems inevitable. However, the adoption of intermittent sources warps the daily supply and demand curve for wholesale electricity. This supply and demand imbalance produced by solar is known as the Duck Curve. Excessive overproduction from solar will damage portions of the grid. This problem is severe enough that it is already common to disconnect portions of commercial scale capacity during the middle of the day. I went into further detail about how this is affecting long-term trends related to our grid in my recent article about Fluence Energy.The Duck Curve (Brad Bouillon; Stanford University)Tesla sits in a unique situation where they are involved in both grid scale storage as well as machine learning and artificial intelligence. In places where a portion of the grid is supplied by photovoltaics, storage providers are able to collect free or almost-free electricity in the middle of the day while the grid is overproducing. This electricity can later be sold back into the market in the evening when they are at their highest.Wholesale California Electricity Prices Over 24 Hrs. On A Spring Day (Charles W. Forsberg; ResearchGate, May 2020)With the electricity collected at no cost, or almost no cost, the margins for such an operation are a function of the sheer volume one can manage divided by the maintenance costs for the batteries. This means that storage providers are incentivized to gain access to as much overproduction as possible. Over the next several decades, I believe the electricity arbitrage industry has the potential to scale with the mass adoption of solar and will become incredibly lucrative. Although it's still far too early to tell how this situation will develop, Tesla is currently well positioned to become a major player in this emerging industry.Their Autobidder continues to find opportunities in Australia, Texas, California, and the UK. The company cites the clear advantages of growing their footprint, as each facility they build is expected to produce revenue for about 20 years.TSLA Autobidder Guidance (Earnings Call Transcript, Q2 2023)In 2022, their energy generation and storage segment reached 5.4% of total revenues, representing a 90% YoY increase to $1.310 billion, while the cost of revenues stands at $1.151 billion. This gives it a gross margin of 9.26%. According to a September 2023 article, Autobidder has made over $330 million in trading revenues since inception.GuidanceTesla's most recent earnings call spoke of several long-term projects they have in the works. They covered developments with the Cybertruck, which they plan to launch later this year, and also mentioned continued efforts toward developing a robotaxi. They are pleased about the adoption of the North American Charging Standard. Overall, things have been going well for them in recent months.Their forward looking statements indicate that they expect Q3 to have lower revenue due to scheduled upgrades causing down-time through the summer months.TSLA Q3 Guidance (Earnings Call Transcript, Q2 2023)Annual FinancialsTesla's annual revenue has been growing at an impressive rate. In 2013 they had an annual revenue of $2,013.5M. By 2022, that had grown to $81,462M. This represents a total increase of 3945.8% at an average annual rate of 438.4%.TSLA Annual Revenue (By Author)Their annual margins have been improving over the last several years. As of the most recent annual report, gross margins were 25.60%, EBITDA margins were 21.41%, operating margins were 16.81%, and net margins were 15.41%.TSLA Annual Margins (By Author)Like many growing companies, Tesla has been diluting to help fund expansion. Total common shares outstanding was at 1,846.4M in 2013; by the end of 2022 that rose to 3,164M. This represents a 71.4% rise in share count, which comes out to an average annual rate of 7.93%. Over that same time period, operating income rose from -$61.3M to $13,692M. Because it has come with significant improvements to income, I view this dilution as accretive.TSLA Annual Share Count vs. Cash vs. Income (By Author)Their debt situation has been improving over the last several years. As of the 2022 annual report, they had $106M in net interest expense, total debt was $5,748M, and long-term debt was $1,029M.TSLA Annual Debt (By Author)As of this most recent annual report, cash and equivalents was $16,253M, operating income was $13,692M, EBITDA was $17,439M, net income was $12,556M, unlevered free cash flow was $4,327.5M, and levered free cash flow was $4,208.1M.TSLA Annual Cash Flow (By Author)Their total equity has been growing quite quickly.TSLA Annual Total Equity (By Author)Annual returns have also been improving. As of the most recent annual report ROIC was 24.31%, ROCE was 17.64%, and ROE was at 27.36%.TSLA Annual Returns (By Author)Quarterly FinancialsTheir quarterly financials are showing significant revenue growth over the last two years. Eight quarters ago Tesla had a quarterly revenue of $11,958M. Four quarters ago that had grown to $16,934M. By this most recent quarter that had grown to $24,927M. This represents a total two-year rise of 108.4% at an average quarterly rate of 13.6%.TSLA Quarterly Revenue (By Author)Their margins have been contracting over the last several quarters. As of the most recent quarter gross margins were 18.19%, EBITDA margins were 14.25%, operating margins were 9.62%, and net margins were at 10.84%.TSLA Quarterly Margins (By Author)Their dilution rate appears to have dropped in more recent quarters. The sum of their last eight quarters of dilution comes to 7.32%; over the last four quarters this has dropped to 1.63%.TSLA Quarterly Share Count vs. Cash vs. Income (By Author)Their debt situation is improving. This most recent quarter, Tesla had $210M in net interest expense, total debt was at $5811M, and long-term debt was at $504M.TSLA Quarterly Debt (By Author)Their quarterly cash flow is inconsistent. As of the most recent earnings report, cash and equivalents were $15,296M, quarterly operating income was $2,399M, EBITDA was $3553M, net income was $2,703M, unlevered free cash flow was $894.4M, and levered free cash flow was $876.9M.TSLA Quarterly Cash Flow (By Author)When viewed on a quarterly basis, their total equity continues to rise.TSLA Quarterly Total Equity (By Author)Their returns are trending in a similar pattern with their margins. As of the most recent earnings report ROIC was 4.66%, ROCE was 2.81%, and ROE was 5.18%.TSLA Quarterly Returns (By Author)ValuationAs of October 11th, 2023, Tesla had a market capitalization of $836.73B and traded for $262.99 per share. They do not pay a dividend, so using their forward P/E of 91.03x, and their EPS Long-Term CAGR of 19.72%, I calculated a PEGY of 4.616x and an Inverted PEGY of 0.2166x. As the PEGY value is well above 1, this implies the company is presently significantly overvalued.However, TSLA has a history of trading at elevated valuations. They are currently trading with an EV/EBITDA of 48.73x. When viewing their EV/EBITDA over the last 5 years, it's clear that its present valuation is historically not as overvalued as it has reached in the past.TSLA 5 Year EV/EBITDA (Seeking Alpha)RisksTesla faces a large number of competitors. A majority of the already established auto manufacturers on the planet are developing or already producing their own EV's and alternative fuel vehicles. This developing industry has also attracted a significant number of speculative startups. Because of Tesla's first mover advantage, and the time it will take to develop a viable product from nothing, I expect that the effects of this increasing competitive pressure will come on gradually.Autonomous driving may take longer to reach full maturity than they expect. Progress is expected to continue on its logistic growth curve, with most of the easy breakthroughs having already been made. The company already has a viable product, but they need a huge amount of additional data and time to fine tune it and make further safety and reliability improvements. It will likely be difficult to tell when they have actually crossed above the threshold where their FSD software can be called \"fully mature.\"As always with innovators, Tesla runs the risk of overspending to stay relevant. Developing their own hardware and software for machine learning may end up costing more than they expect, or not be as profitable as they project. The push to develop A.I. is spawning development across the industry, and Tesla is merely one of many companies working on their own projects. While I believe the decision to move into machine learning was good for the long-term health of the company, it's always possible the additional cost of joining the first movers will not be worth the benefits.CatalystsTesla faces several catalysts, most of which are not near term. Tesla has cut prices several times earlier this year. This should produce additional demand and help them capture market share. Tesla has been normalizing electric vehicle use; at some point we will cross the threshold where it's more normal culturally to drive an electric or alternative fuel vehicle than a gasoline or diesel.Tesla's overall engineering quality is extremely high. Tesla is several generations into EV development and their design philosophy has them continuously making performance improvements. For a specific example of what I am referencing, YouTube has videos of Sandy Munro comparing the thermal systems of the Mach-E and the Model Y. They are eye-opening.As stated above, I believe demand for their FSD software will increase once the insurance providers are willing to offer discounts. Organizations which maintain fleets of vehicles will have to justify not transitioning to the cheaper option. This is likely to affect everyone from car rental companies and taxi services, to government employees and utility vehicles. Demand for FSD may also spur their competition into producing vehicles which are capable of using Tesla's driverless software.Tesla is joining several others in the development of Iron-Air batteries. These types of batteries are significantly cheaper than the Li-ion we are all accustomed to. Tesla already operates a grid scale energy storage facility in Texas. The dramatic cost savings of Iron-Air batteries makes them a disruptive technology. Our electric grid currently requires a significant contribution from base load providers. As we increase its storage capacity, I believe the bargaining power the base load providers currently have will diminish as most of the negotiating power will shift to the storage providers.Also, storage providers will experience sustained tailwinds from the continued adoption of solar as they profit from daily arbitrage opportunities. Because of their dramatically lower cost of production, the adoption of iron-air batteries should both lower cost of expansion and improve margins for their energy storage division.Tesla achieves rather high margins for a manufacturer. As producers in other industries realize that the reason Tesla is achieving superior margins and return on capital is due to their preference for automated manufacturing, the demand for Tesla-style facilities should rise. The company could eventually open a subsidiary which establishes automated manufacturing facilities for other companies.ConclusionsNormally, I refuse to place buy ratings on any company this overvalued. However, I believe the current UAW strike will provide continued tailwinds for Tesla, Inc.'s share price as it continues. Add to this the fact that they have a history of achieving unreasonably high valuations and its present valuation becomes less of a concern. This is one of the few occasions where I am willing to hand out a buy rating on a ticker when I am unable to clearly see that it's trading below its intrinsic value. I believe Tesla has unrecognized long-term growth potential, so it potentially may have a hidden margin of safety.Overall, Tesla, Inc. appears to be an extremely attractive investment because of their culture of adaptation and innovation. While I cannot guarantee that their current endeavors will lead to future moats, they have already established themselves as a premier EV producer and have the potential to find themselves with multiple high margin revenue streams. Although their margins have been contracting over the last several quarters, they have proven they are capable of producing attractive returns.I believe Tesla stock is likely to become the long-term compounder that its present investors hope it will be. So even if buying at today's prices ends up being a lackluster entry in the short or medium term, long-term Tesla, Inc. shareholders are unlikely to be punished for it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230203510399032,"gmtCreate":1697243815882,"gmtModify":1697243819880,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Buy the dip.","listText":"Buy the dip.","text":"Buy the dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230203510399032","repostId":"1195018807","repostType":4,"repost":{"id":"1195018807","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1697237865,"share":"https://www.laohu8.com/m/news/1195018807?lang=&edition=full","pubTime":"2023-10-14 06:57","market":"us","language":"en","title":"Post-Bell|Nasdaq Drops 1.23% on Friday; AMC Stock Tumbles 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195018807","media":"Tiger Newspress","summary":"The S&P 500 and the Nasdaq closed lower on Friday as deteriorating consumer sentiment data and the Middle East conflict soured investors on riskier bets and overshadowed upbeat quarterly earnings from","content":"<html><head></head><body><p>The S&P 500 and the Nasdaq closed lower on Friday as deteriorating consumer sentiment data and the Middle East conflict soured investors on riskier bets and overshadowed upbeat quarterly earnings from some of the largest U.S. banks.</p><h2 id=\"id_3626619824\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 39.15 points, or 0.12%, to 33,670.29, the S&P 500 lost 21.83 points, or 0.50%, to 4,327.78 and the Nasdaq Composite dropped 166.99 points, or 1.23%, to 13,407.23.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e592c731c170f7598aee9711e1e0343\" title=\"\" tg-width=\"949\" tg-height=\"156\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> posted third-quarter earnings of $4.33 a share, beating analysts’ estimates of $3.95, and rising from year-earlier profit of $3.12 a share. The bank benefited from a continued surge in net interest income and its acquisition of First Republic Bank. JPMorgan shares rose 1.5%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/WFC\">Wells Fargo </a> posted quarterly earnings of $1.48 a share, easily topping estimates of $1.24. Revenue rose to $20.86 billion from $19.6 billion. The stock gained 3.1%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/C\">Citigroup </a> reported third-quarter earnings on Friday of $1.63 a share, better than analysts’ expectations of $1.23 a share. Shares of the bank fell 0.24%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BLK\">BlackRock </a> posted quarterly earnings that beat expectations. The world’s largest money manager recorded $3 billion of quarterly net inflows. Net outflows were $49 billion, stemming from lower-fee index equity strategies and $19 billion from a single international client, the company said. Assets under management rose by $1.1 trillion from a year earlier. Shares sank 1.34%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UNH\">UnitedHealth </a>, the managed care company, earned an adjusted $6.56 a share in the third quarter, beating analysts’ estimates of $6.32. UnitedHealth on Friday also raised its full-year outlook. UnitedHealth rose 2.64%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DG\">Dollar General </a> said its former chief executive, Todd Vasos, will be coming out of retirement to lead the discount retailer. He previously led the company from June 2015 through November 2022, when he handed over the reins to Jeff Owen, who has stepped down. Dollar General also narrowed its fiscal-year sales growth forecast to a range of 1.5% to 2.5%, compared with a previous range of 1.3% to 3.3%. The stock rose 9.16% and was the best performer in the S&P 500.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PGR\">Progressive</a> jumped 8.13% after the insurance company reported better-than-expected third-quarter earnings and said net premiums written jumped 20% from a year earlier to $15.59 billion.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>‘s $75 billion acquisition of <a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard </a> has been approved by regulators in the U.K., clearing the closure of the deal. The U.K.’s Competition and Markets Authority said Friday that its concerns over the threat to competition posed by the deal were resolved by Microsoft ‘s transfer of cloud-streaming rights for Activision’s videogames to France’s Ubisoft. Microsoft fell 1% and Activision slipped less than 0.1%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SGH\">Smart Global Holdings </a>, the computing and memory company, said fiscal fourth-quarter sales declined 12.6% to $316.7 million, missing analysts’ forecast of $375 million. The company said it expects sales from continuing operations in its fiscal first quarter of $275 million plus or minus $25 million. Shares of Smart Global sank 44%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NFLX\">Netflix </a> fell 1.53% to after Wolfe analyst Peter Supino downgraded shares of the streaming company to Peer Perform from Outperform and removed his $500 price target on the stock.</p><h2 id=\"id_2336334682\">Market News</h2><h3 id=\"id_3013873246\">AMC Stock Drops 13% As Taylor Swift Movie Hits AMC</h3><p>Taylor Swift’s wildly popular "Eras" tour is now officially showing in AMC theaters and others in the form of a concert movie, bringing speculation about how the "Taylor Swift effect" could play out for the Kansas-based movie theater operator.</p><p>AMC shares dropped 13% on Friday.</p><h3 id=\"id_3354468643\">Flying Drone Taxi Maker Ehang Receives Another Regulatory Green Light in China</h3><p>Chinese drone maker <a href=\"https://laohu8.com/S/EH\">EHang Holdings</a> gained safety approval certification from China's aviation authority, bringing its unmanned passenger copters one step closer to commercial use, the Guangzhou-based company announced on Friday.</p><p>The 'type certification' from the Civil Aviation Administration of China (CAAC) is for EHang's 216-S model, a 16-rotor drone that can carry two passengers at speeds of 130 kilometres an hour at a max range of 30 kilometres.</p><h3 id=\"id_820828044\">Sigma Labs Soars After Definitive Agreement to Acquire NextTrip</h3><p>Shares of <a href=\"https://laohu8.com/S/SASI\">Sigma Additive Solutions</a> leaped after it signed a definitive agreement for its NextTrip deal. The company had announced the deal over a month ago. The firm added NextTrip has an implied enterprise valuation of ~$50M.</p><p>If all business milestones are achieved, NextTrip will receive a total of six million shares of SASI's common stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Post-Bell|Nasdaq Drops 1.23% on Friday; AMC Stock Tumbles 13%</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\">\nPost-Bell|Nasdaq Drops 1.23% on Friday; AMC Stock Tumbles 13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-10-14 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&P 500 and the Nasdaq closed lower on Friday as deteriorating consumer sentiment data and the Middle East conflict soured investors on riskier bets and overshadowed upbeat quarterly earnings from some of the largest U.S. banks.</p><h2 id=\"id_3626619824\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 39.15 points, or 0.12%, to 33,670.29, the S&P 500 lost 21.83 points, or 0.50%, to 4,327.78 and the Nasdaq Composite dropped 166.99 points, or 1.23%, to 13,407.23.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e592c731c170f7598aee9711e1e0343\" title=\"\" tg-width=\"949\" tg-height=\"156\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> posted third-quarter earnings of $4.33 a share, beating analysts’ estimates of $3.95, and rising from year-earlier profit of $3.12 a share. The bank benefited from a continued surge in net interest income and its acquisition of First Republic Bank. JPMorgan shares rose 1.5%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/WFC\">Wells Fargo </a> posted quarterly earnings of $1.48 a share, easily topping estimates of $1.24. Revenue rose to $20.86 billion from $19.6 billion. The stock gained 3.1%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/C\">Citigroup </a> reported third-quarter earnings on Friday of $1.63 a share, better than analysts’ expectations of $1.23 a share. Shares of the bank fell 0.24%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BLK\">BlackRock </a> posted quarterly earnings that beat expectations. The world’s largest money manager recorded $3 billion of quarterly net inflows. Net outflows were $49 billion, stemming from lower-fee index equity strategies and $19 billion from a single international client, the company said. Assets under management rose by $1.1 trillion from a year earlier. Shares sank 1.34%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UNH\">UnitedHealth </a>, the managed care company, earned an adjusted $6.56 a share in the third quarter, beating analysts’ estimates of $6.32. UnitedHealth on Friday also raised its full-year outlook. UnitedHealth rose 2.64%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DG\">Dollar General </a> said its former chief executive, Todd Vasos, will be coming out of retirement to lead the discount retailer. He previously led the company from June 2015 through November 2022, when he handed over the reins to Jeff Owen, who has stepped down. Dollar General also narrowed its fiscal-year sales growth forecast to a range of 1.5% to 2.5%, compared with a previous range of 1.3% to 3.3%. The stock rose 9.16% and was the best performer in the S&P 500.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PGR\">Progressive</a> jumped 8.13% after the insurance company reported better-than-expected third-quarter earnings and said net premiums written jumped 20% from a year earlier to $15.59 billion.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>‘s $75 billion acquisition of <a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard </a> has been approved by regulators in the U.K., clearing the closure of the deal. The U.K.’s Competition and Markets Authority said Friday that its concerns over the threat to competition posed by the deal were resolved by Microsoft ‘s transfer of cloud-streaming rights for Activision’s videogames to France’s Ubisoft. Microsoft fell 1% and Activision slipped less than 0.1%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SGH\">Smart Global Holdings </a>, the computing and memory company, said fiscal fourth-quarter sales declined 12.6% to $316.7 million, missing analysts’ forecast of $375 million. The company said it expects sales from continuing operations in its fiscal first quarter of $275 million plus or minus $25 million. Shares of Smart Global sank 44%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NFLX\">Netflix </a> fell 1.53% to after Wolfe analyst Peter Supino downgraded shares of the streaming company to Peer Perform from Outperform and removed his $500 price target on the stock.</p><h2 id=\"id_2336334682\">Market News</h2><h3 id=\"id_3013873246\">AMC Stock Drops 13% As Taylor Swift Movie Hits AMC</h3><p>Taylor Swift’s wildly popular "Eras" tour is now officially showing in AMC theaters and others in the form of a concert movie, bringing speculation about how the "Taylor Swift effect" could play out for the Kansas-based movie theater operator.</p><p>AMC shares dropped 13% on Friday.</p><h3 id=\"id_3354468643\">Flying Drone Taxi Maker Ehang Receives Another Regulatory Green Light in China</h3><p>Chinese drone maker <a href=\"https://laohu8.com/S/EH\">EHang Holdings</a> gained safety approval certification from China's aviation authority, bringing its unmanned passenger copters one step closer to commercial use, the Guangzhou-based company announced on Friday.</p><p>The 'type certification' from the Civil Aviation Administration of China (CAAC) is for EHang's 216-S model, a 16-rotor drone that can carry two passengers at speeds of 130 kilometres an hour at a max range of 30 kilometres.</p><h3 id=\"id_820828044\">Sigma Labs Soars After Definitive Agreement to Acquire NextTrip</h3><p>Shares of <a href=\"https://laohu8.com/S/SASI\">Sigma Additive Solutions</a> leaped after it signed a definitive agreement for its NextTrip deal. The company had announced the deal over a month ago. The firm added NextTrip has an implied enterprise valuation of ~$50M.</p><p>If all business milestones are achieved, NextTrip will receive a total of six million shares of SASI's common stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195018807","content_text":"The S&P 500 and the Nasdaq closed lower on Friday as deteriorating consumer sentiment data and the Middle East conflict soured investors on riskier bets and overshadowed upbeat quarterly earnings from some of the largest U.S. banks.Market SnapshotThe Dow Jones Industrial Average rose 39.15 points, or 0.12%, to 33,670.29, the S&P 500 lost 21.83 points, or 0.50%, to 4,327.78 and the Nasdaq Composite dropped 166.99 points, or 1.23%, to 13,407.23.Market MoversJPMorgan Chase posted third-quarter earnings of $4.33 a share, beating analysts’ estimates of $3.95, and rising from year-earlier profit of $3.12 a share. The bank benefited from a continued surge in net interest income and its acquisition of First Republic Bank. JPMorgan shares rose 1.5%.Wells Fargo posted quarterly earnings of $1.48 a share, easily topping estimates of $1.24. Revenue rose to $20.86 billion from $19.6 billion. The stock gained 3.1%.Citigroup reported third-quarter earnings on Friday of $1.63 a share, better than analysts’ expectations of $1.23 a share. Shares of the bank fell 0.24%.BlackRock posted quarterly earnings that beat expectations. The world’s largest money manager recorded $3 billion of quarterly net inflows. Net outflows were $49 billion, stemming from lower-fee index equity strategies and $19 billion from a single international client, the company said. Assets under management rose by $1.1 trillion from a year earlier. Shares sank 1.34%.UnitedHealth , the managed care company, earned an adjusted $6.56 a share in the third quarter, beating analysts’ estimates of $6.32. UnitedHealth on Friday also raised its full-year outlook. UnitedHealth rose 2.64%.Dollar General said its former chief executive, Todd Vasos, will be coming out of retirement to lead the discount retailer. He previously led the company from June 2015 through November 2022, when he handed over the reins to Jeff Owen, who has stepped down. Dollar General also narrowed its fiscal-year sales growth forecast to a range of 1.5% to 2.5%, compared with a previous range of 1.3% to 3.3%. The stock rose 9.16% and was the best performer in the S&P 500.Progressive jumped 8.13% after the insurance company reported better-than-expected third-quarter earnings and said net premiums written jumped 20% from a year earlier to $15.59 billion.Microsoft‘s $75 billion acquisition of Activision Blizzard has been approved by regulators in the U.K., clearing the closure of the deal. The U.K.’s Competition and Markets Authority said Friday that its concerns over the threat to competition posed by the deal were resolved by Microsoft ‘s transfer of cloud-streaming rights for Activision’s videogames to France’s Ubisoft. Microsoft fell 1% and Activision slipped less than 0.1%.Smart Global Holdings , the computing and memory company, said fiscal fourth-quarter sales declined 12.6% to $316.7 million, missing analysts’ forecast of $375 million. The company said it expects sales from continuing operations in its fiscal first quarter of $275 million plus or minus $25 million. Shares of Smart Global sank 44%.Netflix fell 1.53% to after Wolfe analyst Peter Supino downgraded shares of the streaming company to Peer Perform from Outperform and removed his $500 price target on the stock.Market NewsAMC Stock Drops 13% As Taylor Swift Movie Hits AMCTaylor Swift’s wildly popular \"Eras\" tour is now officially showing in AMC theaters and others in the form of a concert movie, bringing speculation about how the \"Taylor Swift effect\" could play out for the Kansas-based movie theater operator.AMC shares dropped 13% on Friday.Flying Drone Taxi Maker Ehang Receives Another Regulatory Green Light in ChinaChinese drone maker EHang Holdings gained safety approval certification from China's aviation authority, bringing its unmanned passenger copters one step closer to commercial use, the Guangzhou-based company announced on Friday.The 'type certification' from the Civil Aviation Administration of China (CAAC) is for EHang's 216-S model, a 16-rotor drone that can carry two passengers at speeds of 130 kilometres an hour at a max range of 30 kilometres.Sigma Labs Soars After Definitive Agreement to Acquire NextTripShares of Sigma Additive Solutions leaped after it signed a definitive agreement for its NextTrip deal. The company had announced the deal over a month ago. The firm added NextTrip has an implied enterprise valuation of ~$50M.If all business milestones are achieved, NextTrip will receive a total of six million shares of SASI's common stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230186985218096,"gmtCreate":1697240114580,"gmtModify":1697240118422,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230186985218096","repostId":"1150459361","repostType":4,"repost":{"id":"1150459361","pubTimestamp":1697168995,"share":"https://www.laohu8.com/m/news/1150459361?lang=&edition=full","pubTime":"2023-10-13 11:49","market":"us","language":"en","title":"OpenAI's Revenue Skyrockets to $1.3 Billion Annualized Rate","url":"https://stock-news.laohu8.com/highlight/detail?id=1150459361","media":"Maginative","summary":"OpenAI, the company behind the viral conversational AI ChatGPT, is experiencing explosive revenue growth. The Information reports that CEO Sam Altman told the staff this week that OpenAI's revenue is ","content":"<html><head></head><body><p>OpenAI, the company behind the viral conversational AI ChatGPT, is experiencing explosive revenue growth. The Information reports that CEO Sam Altman told the staff this week that OpenAI's revenue is now crossing $1.3 billion on an annualized basis. This means the company is generating over $100 million per month—a 30% increase from just this past summer.</p><p style=\"text-align: start;\">Since the launch of a paid version of ChatGPT in February, OpenAI's financial growth has been nothing short of meteoric. Additionally, in August, the company announced the launch of ChatGPT Enterprise, a commercial version of its popular conversational AI chatbot aimed at business users.</p><p style=\"text-align: start;\">For comparison, OpenAI's total revenue for all of 2022 was just $28 million. The launch of ChatGPT has turbocharged OpenAI's business, positioning it as a bellwether for demand for generative AI.</p><p>To contextualize OpenAI's revenue further, consider one of its closest competitors, AI startup Anthropic. Last week, reports emerged that Anthropic is seeking to raise $2 billion more at a valuation of $20 to $30 billion. However, the company has reached only $100 million in annualized revenue—about $8 million monthly.</p><p style=\"text-align: start;\">This puts Anthropic's current revenue at less than 1% of OpenAI's staggering $1.3 billion run rate. While both companies offer comparative products, the market success of ChatGPT has propelled OpenAI far ahead for now.</p><p style=\"text-align: start;\">ChatGPT has become the poster child to showcase how large language models are transitioning from research projects to practical tools. Although not perfect, conversational AI assistants like ChatGPT can write code, search the internet, and summarize documents.</p><p style=\"text-align: start;\">OpenAI CEO Sam Altman has referred to LLMs as the next software "operating system" due to their versatility. The technology still faces challenges with accuracy and present bias, but its capabilities make it highly sought after.</p><p style=\"text-align: start;\">Major enterprises like Microsoft, Stripe, Volvo, and IKEA are already using OpenAI's premium LLM product GPT-4. Next month, OpenAI plans to announce upgrades to ChatGPT and other performance improvements at its first developer event.</p><p style=\"text-align: start;\">The significant upswing in revenue will likely drive up OpenAI's private valuation in an upcoming tender offer. The Wall Street Journal reported that the company's total valuation might soon be pegged at an impressive $80 - $90 billion.</p><p style=\"text-align: start;\">For now, OpenAI seems poised to maintain momentum despite emerging competition from Google and Anthropic. But sustaining growth long-term could require solving the high computing costs of developing and running LLMs.</p><p style=\"text-align: start;\">Nonetheless, for a company that generated just $28 million last year, OpenAI's explosion to a $1.3 billion revenue run rate in mere months is a dramatic success story. The startup's continued growth underscores the disruptive potential of large language models.</p></body></html>","source":"lsy1697165573594","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>OpenAI's Revenue Skyrockets to $1.3 Billion Annualized Rate</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\">\nOpenAI's Revenue Skyrockets to $1.3 Billion Annualized Rate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-13 11:49 GMT+8 <a href=https://www.maginative.com/article/openais-revenue-skyrockets-to-1-3-billion-annual-rate/><strong>Maginative</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI, the company behind the viral conversational AI ChatGPT, is experiencing explosive revenue growth. The Information reports that CEO Sam Altman told the staff this week that OpenAI's revenue is ...</p>\n\n<a href=\"https://www.maginative.com/article/openais-revenue-skyrockets-to-1-3-billion-annual-rate/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.maginative.com/article/openais-revenue-skyrockets-to-1-3-billion-annual-rate/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150459361","content_text":"OpenAI, the company behind the viral conversational AI ChatGPT, is experiencing explosive revenue growth. The Information reports that CEO Sam Altman told the staff this week that OpenAI's revenue is now crossing $1.3 billion on an annualized basis. This means the company is generating over $100 million per month—a 30% increase from just this past summer.Since the launch of a paid version of ChatGPT in February, OpenAI's financial growth has been nothing short of meteoric. Additionally, in August, the company announced the launch of ChatGPT Enterprise, a commercial version of its popular conversational AI chatbot aimed at business users.For comparison, OpenAI's total revenue for all of 2022 was just $28 million. The launch of ChatGPT has turbocharged OpenAI's business, positioning it as a bellwether for demand for generative AI.To contextualize OpenAI's revenue further, consider one of its closest competitors, AI startup Anthropic. Last week, reports emerged that Anthropic is seeking to raise $2 billion more at a valuation of $20 to $30 billion. However, the company has reached only $100 million in annualized revenue—about $8 million monthly.This puts Anthropic's current revenue at less than 1% of OpenAI's staggering $1.3 billion run rate. While both companies offer comparative products, the market success of ChatGPT has propelled OpenAI far ahead for now.ChatGPT has become the poster child to showcase how large language models are transitioning from research projects to practical tools. Although not perfect, conversational AI assistants like ChatGPT can write code, search the internet, and summarize documents.OpenAI CEO Sam Altman has referred to LLMs as the next software \"operating system\" due to their versatility. The technology still faces challenges with accuracy and present bias, but its capabilities make it highly sought after.Major enterprises like Microsoft, Stripe, Volvo, and IKEA are already using OpenAI's premium LLM product GPT-4. Next month, OpenAI plans to announce upgrades to ChatGPT and other performance improvements at its first developer event.The significant upswing in revenue will likely drive up OpenAI's private valuation in an upcoming tender offer. The Wall Street Journal reported that the company's total valuation might soon be pegged at an impressive $80 - $90 billion.For now, OpenAI seems poised to maintain momentum despite emerging competition from Google and Anthropic. But sustaining growth long-term could require solving the high computing costs of developing and running LLMs.Nonetheless, for a company that generated just $28 million last year, OpenAI's explosion to a $1.3 billion revenue run rate in mere months is a dramatic success story. The startup's continued growth underscores the disruptive potential of large language models.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230187768209696,"gmtCreate":1697240081864,"gmtModify":1697240085827,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Well done.","listText":"Well done.","text":"Well done.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230187768209696","repostId":"2375210995","repostType":4,"repost":{"id":"2375210995","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1697177535,"share":"https://www.laohu8.com/m/news/2375210995?lang=&edition=full","pubTime":"2023-10-13 14:12","market":"us","language":"en","title":"UK Antitrust Regulator Clears Microsoft's Acquisition of Activision","url":"https://stock-news.laohu8.com/highlight/detail?id=2375210995","media":"Reuters","summary":"Britain's antitrust regulator on Friday cleared Microsoft's acquisition of \"Call of Duty\" maker Activision Blizzard after the restructured deal substantially addressed its earlier concerns.Activision ","content":"<html><head></head><body><p style=\"text-align: start;\">Britain's antitrust regulator on Friday cleared Microsoft's acquisition of "Call of Duty" maker Activision Blizzard after the restructured deal substantially addressed its earlier concerns.</p><p style=\"text-align: start;\">Activision had in August agreed to sell its streaming rights to Ubisoft Entertainment, and Microsoft last month offered remedies to ensure the terms of the sale were enforceable by the regulator, soothing some residual concerns.</p><p style=\"text-align: start;\">"The new deal will stop Microsoft from locking up competition in cloud gaming as this market takes off, preserving competitive prices and services for UK cloud gaming customers," the UK's Competition and Markets Authority (CMA) said in a statement.</p><p style=\"text-align: start;\">Microsoft announced the biggest gaming deal in history in early 2022, but the $69 billion acquisition was blocked in April by Britain's competition regulator, which was concerned the U.S. computing giant would gain too much control of the nascent cloud gaming market.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UK Antitrust Regulator Clears Microsoft's Acquisition of Activision</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\">\nUK Antitrust Regulator Clears Microsoft's Acquisition of Activision\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-13 14:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Britain's antitrust regulator on Friday cleared Microsoft's acquisition of "Call of Duty" maker Activision Blizzard after the restructured deal substantially addressed its earlier concerns.</p><p style=\"text-align: start;\">Activision had in August agreed to sell its streaming rights to Ubisoft Entertainment, and Microsoft last month offered remedies to ensure the terms of the sale were enforceable by the regulator, soothing some residual concerns.</p><p style=\"text-align: start;\">"The new deal will stop Microsoft from locking up competition in cloud gaming as this market takes off, preserving competitive prices and services for UK cloud gaming customers," the UK's Competition and Markets Authority (CMA) said in a statement.</p><p style=\"text-align: start;\">Microsoft announced the biggest gaming deal in history in early 2022, but the $69 billion acquisition was blocked in April by Britain's competition regulator, which was concerned the U.S. computing giant would gain too much control of the nascent cloud gaming market.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","MSFT":"微软"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375210995","content_text":"Britain's antitrust regulator on Friday cleared Microsoft's acquisition of \"Call of Duty\" maker Activision Blizzard after the restructured deal substantially addressed its earlier concerns.Activision had in August agreed to sell its streaming rights to Ubisoft Entertainment, and Microsoft last month offered remedies to ensure the terms of the sale were enforceable by the regulator, soothing some residual concerns.\"The new deal will stop Microsoft from locking up competition in cloud gaming as this market takes off, preserving competitive prices and services for UK cloud gaming customers,\" the UK's Competition and Markets Authority (CMA) said in a statement.Microsoft announced the biggest gaming deal in history in early 2022, but the $69 billion acquisition was blocked in April by Britain's competition regulator, which was concerned the U.S. computing giant would gain too much control of the nascent cloud gaming market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230193081483304,"gmtCreate":1697240051978,"gmtModify":1697240055250,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230193081483304","repostId":"2375958210","repostType":4,"repost":{"id":"2375958210","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1697181488,"share":"https://www.laohu8.com/m/news/2375958210?lang=&edition=full","pubTime":"2023-10-13 15:18","market":"us","language":"en","title":"Tesla Is Reporting Earnings Next Week, and It's All About Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2375958210","media":"Dow Jones","summary":"Many investors wonder 'if Tesla can grow earnings at all'. Tesla Inc. is slated to report third-quarter earnings on Wednesday amid renewed concerns about the EV maker's margins and demand after a fresh round of price cuts.Sentiment toward Tesla earnings for the remainder of the year \"skews cautious,\" and there's risk earnings could be revised lower, Morgan Stanley analyst Adam Jonas said in a note Thursday.Moreover, many investors \"are wondering if Tesla can grow earnings at all\" in the next year, with the year ahead seen as \"volatile,\" said Jonas, who added he recently hosted a group of Tesla investors to discuss their expectations for the company.There was also \"very little enthusiasm\" about Tesla's next model, the Cybertruck, among the investors, Jonas said.Operational margins are at the heart of a key investment debate surrounding Tesla, and whether it is a car company or a tech company, Munster said.Gross margins are likely to drop again in the third quarter, but are likely to r","content":"<html><head></head><body><p>Many investors wonder 'if Tesla can grow earnings at all'</p><p>Tesla Inc. is slated to report third-quarter earnings on Wednesday amid renewed concerns about the EV maker's margins and demand after a fresh round of price cuts.</p><p>Sentiment toward Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> earnings for the remainder of the year "skews cautious," and there's risk earnings could be revised lower, Morgan Stanley analyst Adam Jonas said in a note Thursday.</p><p>Moreover, many investors "are wondering if Tesla can grow earnings at all" in the next year, with the year ahead seen as "volatile," said Jonas, who added he recently hosted a group of Tesla investors to discuss their expectations for the company.</p><p>There was also "very little enthusiasm" about Tesla's next model, the Cybertruck, among the investors, Jonas said.</p><p>"Teething issues" with the unconventionally styled electric pickup truck are "seen as perpetuating Tesla's relatively stale model lineup," with its only recourse being price cuts.</p><p>Analysts polled by FactSet expect Tesla to report adjusted earnings of 73 cents a share on sales of $24.3 billion. That would compare with adjusted earnings of $1.05 a share on sales of $21.5 billion, which Tesla reported in the third quarter of 2022.</p><p>The price cuts, the latest of which were announced last week, rehashed investors' worry about the company's margins.</p><p>Tesla's third-quarter earnings report is "all about margins," Gene Munster of Deepwater Asset Management said in a recent note.</p><p>Operational margins are at the heart of a key investment debate surrounding Tesla, and whether it is a car company or a tech company, Munster said.</p><p>Even more importantly, however, Tesla's gross margins on vehicles have been falling for the past three quarters, to 18.1% in the June quarter from 24.3% in the December quarter, which is tied to the price cuts.</p><p>Gross margins are likely to drop again in the third quarter, but are likely to recover in the fourth quarter, Munster said.</p><p>Joseph Spak at UBS recently reduced his profit expectations for Tesla for the next couple of years, seeing "downside risk" to the estimates. "We forecast ... a moderate EPS miss at [Tesla]," he said</p><p>Tesla earlier this month reported third-quarter deliveries, its proxy for sales, that were below expectations.</p><p>Given the "more limited [third-quarter] de-stocking, recent U.S. price cuts and the current valuation," reaction to Tesla's third-quarter earnings are likely to be similar to "neutral to slightly negative" reaction to the company's second-quarter results, Citi analyst Itay Michaeli said.</p><p>Tesla shares have gained 114% so far this year, compared with gains of around 14% for the S&P 500 index SPX.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Reporting Earnings Next Week, and It's All About Margins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Reporting Earnings Next Week, and It's All About Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-10-13 15:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Many investors wonder 'if Tesla can grow earnings at all'</p><p>Tesla Inc. is slated to report third-quarter earnings on Wednesday amid renewed concerns about the EV maker's margins and demand after a fresh round of price cuts.</p><p>Sentiment toward Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> earnings for the remainder of the year "skews cautious," and there's risk earnings could be revised lower, Morgan Stanley analyst Adam Jonas said in a note Thursday.</p><p>Moreover, many investors "are wondering if Tesla can grow earnings at all" in the next year, with the year ahead seen as "volatile," said Jonas, who added he recently hosted a group of Tesla investors to discuss their expectations for the company.</p><p>There was also "very little enthusiasm" about Tesla's next model, the Cybertruck, among the investors, Jonas said.</p><p>"Teething issues" with the unconventionally styled electric pickup truck are "seen as perpetuating Tesla's relatively stale model lineup," with its only recourse being price cuts.</p><p>Analysts polled by FactSet expect Tesla to report adjusted earnings of 73 cents a share on sales of $24.3 billion. That would compare with adjusted earnings of $1.05 a share on sales of $21.5 billion, which Tesla reported in the third quarter of 2022.</p><p>The price cuts, the latest of which were announced last week, rehashed investors' worry about the company's margins.</p><p>Tesla's third-quarter earnings report is "all about margins," Gene Munster of Deepwater Asset Management said in a recent note.</p><p>Operational margins are at the heart of a key investment debate surrounding Tesla, and whether it is a car company or a tech company, Munster said.</p><p>Even more importantly, however, Tesla's gross margins on vehicles have been falling for the past three quarters, to 18.1% in the June quarter from 24.3% in the December quarter, which is tied to the price cuts.</p><p>Gross margins are likely to drop again in the third quarter, but are likely to recover in the fourth quarter, Munster said.</p><p>Joseph Spak at UBS recently reduced his profit expectations for Tesla for the next couple of years, seeing "downside risk" to the estimates. "We forecast ... a moderate EPS miss at [Tesla]," he said</p><p>Tesla earlier this month reported third-quarter deliveries, its proxy for sales, that were below expectations.</p><p>Given the "more limited [third-quarter] de-stocking, recent U.S. price cuts and the current valuation," reaction to Tesla's third-quarter earnings are likely to be similar to "neutral to slightly negative" reaction to the company's second-quarter results, Citi analyst Itay Michaeli said.</p><p>Tesla shares have gained 114% so far this year, compared with gains of around 14% for the S&P 500 index SPX.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375958210","content_text":"Many investors wonder 'if Tesla can grow earnings at all'Tesla Inc. is slated to report third-quarter earnings on Wednesday amid renewed concerns about the EV maker's margins and demand after a fresh round of price cuts.Sentiment toward Tesla $(TSLA)$ earnings for the remainder of the year \"skews cautious,\" and there's risk earnings could be revised lower, Morgan Stanley analyst Adam Jonas said in a note Thursday.Moreover, many investors \"are wondering if Tesla can grow earnings at all\" in the next year, with the year ahead seen as \"volatile,\" said Jonas, who added he recently hosted a group of Tesla investors to discuss their expectations for the company.There was also \"very little enthusiasm\" about Tesla's next model, the Cybertruck, among the investors, Jonas said.\"Teething issues\" with the unconventionally styled electric pickup truck are \"seen as perpetuating Tesla's relatively stale model lineup,\" with its only recourse being price cuts.Analysts polled by FactSet expect Tesla to report adjusted earnings of 73 cents a share on sales of $24.3 billion. That would compare with adjusted earnings of $1.05 a share on sales of $21.5 billion, which Tesla reported in the third quarter of 2022.The price cuts, the latest of which were announced last week, rehashed investors' worry about the company's margins.Tesla's third-quarter earnings report is \"all about margins,\" Gene Munster of Deepwater Asset Management said in a recent note.Operational margins are at the heart of a key investment debate surrounding Tesla, and whether it is a car company or a tech company, Munster said.Even more importantly, however, Tesla's gross margins on vehicles have been falling for the past three quarters, to 18.1% in the June quarter from 24.3% in the December quarter, which is tied to the price cuts.Gross margins are likely to drop again in the third quarter, but are likely to recover in the fourth quarter, Munster said.Joseph Spak at UBS recently reduced his profit expectations for Tesla for the next couple of years, seeing \"downside risk\" to the estimates. \"We forecast ... a moderate EPS miss at [Tesla],\" he saidTesla earlier this month reported third-quarter deliveries, its proxy for sales, that were below expectations.Given the \"more limited [third-quarter] de-stocking, recent U.S. price cuts and the current valuation,\" reaction to Tesla's third-quarter earnings are likely to be similar to \"neutral to slightly negative\" reaction to the company's second-quarter results, Citi analyst Itay Michaeli said.Tesla shares have gained 114% so far this year, compared with gains of around 14% for the S&P 500 index SPX.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230187286130776,"gmtCreate":1697240032882,"gmtModify":1697240035938,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230187286130776","repostId":"2375925958","repostType":4,"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230187357851888,"gmtCreate":1697240007454,"gmtModify":1697240011434,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok.","listText":"Ok.","text":"Ok.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230187357851888","repostId":"1127008979","repostType":4,"repost":{"id":"1127008979","weMediaInfo":{"introduction":"Follow us to obtain daily option activities","home_visible":1,"media_name":"Option Movers","id":"1061805220","head_image":"https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg"},"pubTimestamp":1697188248,"share":"https://www.laohu8.com/m/news/1127008979?lang=&edition=full","pubTime":"2023-10-13 17:10","market":"us","language":"en","title":"Option Movers|TLT's Volume Surged 76%; JD.com Shows Unusual Activities","url":"https://stock-news.laohu8.com/highlight/detail?id=1127008979","media":"Option Movers","summary":"Market OverviewWall Street's main indexes closed lower on Thursday(Oct 12) after a U.S. Treasury auction sent bond yields higher while investors were already digesting data that showed consumer prices","content":"<html><head></head><body><h2 id=\"id_2144484355\">Market Overview</h2><p>Wall Street's main indexes closed lower on Thursday(Oct 12) after a U.S. Treasury auction sent bond yields higher while investors were already digesting data that showed consumer prices rose more than anticipated in September.</p><p>Regarding the options market, a total volume of 40,563,775 contracts was traded, up 18% from the previous trading day.</p><h2 id=\"id_3788388947\">Top 10 Option Volumes</h2><p>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPY</a>, <a href=\"https://laohu8.com/S/QQQ\">QQQ</a>, <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>, <a href=\"https://laohu8.com/S/IWM\">IWM</a>, <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>, <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>, <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>, <a href=\"https://laohu8.com/S/TLT\">iShares 20+ Year Treasury Bond ETF</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df7b2cd922122d501691074027fce6ce\" tg-width=\"1179\" tg-height=\"1990\"/></p><p>U.S. benchmark 10-year yields rose after the inflation data and climbed further to hit a session high after the auction. The benchmark yield rose as high as 4.728%, its highest-level since Friday after falling for the last two days.</p><p>There are 776.6K TLT option contracts traded on Thursday, up 76.5% from the previous trading day. Call options account for 72% of overall option trades. Particularly high volume was seen for the $87 strike call option expiring Oct 13, with 52,355 contracts trading.<a href=\"https://ttm.financial/OPT/TLT%2020231013%2087.0%20CALL\" title=\"$TLT 20231013 87.0 CALL$ \" target=\"_blank\">$TLT 20231013 87.0 CALL$ </a></p><h2 id=\"id_3200117219\">Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0310ed196b6e8607f2f2e70b8e6ba067\" tg-width=\"1603\" tg-height=\"331\"/></p><p>JD.com Inc. slumped to a record low in Hong Kong as Wall Street brokerages turned bearish on the stock and rumors swirled that a businessman with the same surname as the company’s chairman had been arrested.</p><p>There are 145,077 JD.com option contracts traded on Thursday, up 270% from the previous trading day. Call options account for 68% of overall option trades. Particularly high volume was seen for the $27 strike put option expiring Oct 13, with 6,919 contracts trading.<a href=\"https://ttm.financial/OPT/JD%2020231013%2027.0%20PUT\" title=\"$JD 20231013 27.0 PUT$ \" target=\"_blank\">$JD 20231013 27.0 PUT$ </a></p><h2 id=\"id_1863794402\">Most Active Equity Options</h2><p><strong>Special %Calls >70%: </strong> <a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>, <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>, <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>, <a href=\"https://laohu8.com/S/CHPT\">ChargePoint Holdings Inc.</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/660380c25c8da5082263c821313e8f8e\" tg-width=\"657\" tg-height=\"232\"/></p><h2 id=\"id_1878914490\">TOP 10 Bullish & Bearish S&P 500</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: PFE, AMZN, KVUE, GOOG, META, INTC, PHM, AVGO, WBA, MTCH</p><p><strong>Top 10 bearish stocks</strong>: TSLA, AAPL, NVDA, VFC, T, KO, XOM, BA, GOOGL, NFLX</p><p>Based on option delta volume, traders sold a net equivalent of -3,553,298 shares of Tesla stock. The largest bearish delta came from selling calls. The largest delta volume came from the 13-Oct-23 265 Call, with traders getting short 3,650,983 deltas on the single option contract.<a href=\"https://ttm.financial/OPT/TSLA%2020231013%20265.0%20CALL\" title=\"$TSLA 20231013 265.0 CALL$ \" target=\"_blank\">$TSLA 20231013 265.0 CALL$ </a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2028a7bb583ca5204f09eee172c8f1c2\" tg-width=\"810\" tg-height=\"397\"/></p><p>If you are interested in options and you want to:</p><ul style=\"\"><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Option Movers|TLT's Volume Surged 76%; JD.com Shows Unusual Activities</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; 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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\">\nOption Movers|TLT's Volume Surged 76%; JD.com Shows Unusual Activities\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061805220\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Movers </p>\n<p class=\"h-time\">2023-10-13 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_2144484355\">Market Overview</h2><p>Wall Street's main indexes closed lower on Thursday(Oct 12) after a U.S. Treasury auction sent bond yields higher while investors were already digesting data that showed consumer prices rose more than anticipated in September.</p><p>Regarding the options market, a total volume of 40,563,775 contracts was traded, up 18% from the previous trading day.</p><h2 id=\"id_3788388947\">Top 10 Option Volumes</h2><p>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPY</a>, <a href=\"https://laohu8.com/S/QQQ\">QQQ</a>, <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>, <a href=\"https://laohu8.com/S/IWM\">IWM</a>, <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>, <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>, <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>, <a href=\"https://laohu8.com/S/TLT\">iShares 20+ Year Treasury Bond ETF</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df7b2cd922122d501691074027fce6ce\" tg-width=\"1179\" tg-height=\"1990\"/></p><p>U.S. benchmark 10-year yields rose after the inflation data and climbed further to hit a session high after the auction. The benchmark yield rose as high as 4.728%, its highest-level since Friday after falling for the last two days.</p><p>There are 776.6K TLT option contracts traded on Thursday, up 76.5% from the previous trading day. Call options account for 72% of overall option trades. Particularly high volume was seen for the $87 strike call option expiring Oct 13, with 52,355 contracts trading.<a href=\"https://ttm.financial/OPT/TLT%2020231013%2087.0%20CALL\" title=\"$TLT 20231013 87.0 CALL$ \" target=\"_blank\">$TLT 20231013 87.0 CALL$ </a></p><h2 id=\"id_3200117219\">Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0310ed196b6e8607f2f2e70b8e6ba067\" tg-width=\"1603\" tg-height=\"331\"/></p><p>JD.com Inc. slumped to a record low in Hong Kong as Wall Street brokerages turned bearish on the stock and rumors swirled that a businessman with the same surname as the company’s chairman had been arrested.</p><p>There are 145,077 JD.com option contracts traded on Thursday, up 270% from the previous trading day. Call options account for 68% of overall option trades. Particularly high volume was seen for the $27 strike put option expiring Oct 13, with 6,919 contracts trading.<a href=\"https://ttm.financial/OPT/JD%2020231013%2027.0%20PUT\" title=\"$JD 20231013 27.0 PUT$ \" target=\"_blank\">$JD 20231013 27.0 PUT$ </a></p><h2 id=\"id_1863794402\">Most Active Equity Options</h2><p><strong>Special %Calls >70%: </strong> <a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>, <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>, <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>, <a href=\"https://laohu8.com/S/CHPT\">ChargePoint Holdings Inc.</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/660380c25c8da5082263c821313e8f8e\" tg-width=\"657\" tg-height=\"232\"/></p><h2 id=\"id_1878914490\">TOP 10 Bullish & Bearish S&P 500</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: PFE, AMZN, KVUE, GOOG, META, INTC, PHM, AVGO, WBA, MTCH</p><p><strong>Top 10 bearish stocks</strong>: TSLA, AAPL, NVDA, VFC, T, KO, XOM, BA, GOOGL, NFLX</p><p>Based on option delta volume, traders sold a net equivalent of -3,553,298 shares of Tesla stock. The largest bearish delta came from selling calls. The largest delta volume came from the 13-Oct-23 265 Call, with traders getting short 3,650,983 deltas on the single option contract.<a href=\"https://ttm.financial/OPT/TSLA%2020231013%20265.0%20CALL\" title=\"$TSLA 20231013 265.0 CALL$ \" target=\"_blank\">$TSLA 20231013 265.0 CALL$ </a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2028a7bb583ca5204f09eee172c8f1c2\" tg-width=\"810\" tg-height=\"397\"/></p><p>If you are interested in options and you want to:</p><ul style=\"\"><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLT":"20+年以上美国国债ETF-iShares","JD":"京东","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127008979","content_text":"Market OverviewWall Street's main indexes closed lower on Thursday(Oct 12) after a U.S. Treasury auction sent bond yields higher while investors were already digesting data that showed consumer prices rose more than anticipated in September.Regarding the options market, a total volume of 40,563,775 contracts was traded, up 18% from the previous trading day.Top 10 Option VolumesTop 10: SPY, QQQ, TSLA, IWM, NVDA, AAPL, AMZN, iShares 20+ Year Treasury Bond ETF, Advanced Micro Devices U.S. benchmark 10-year yields rose after the inflation data and climbed further to hit a session high after the auction. The benchmark yield rose as high as 4.728%, its highest-level since Friday after falling for the last two days.There are 776.6K TLT option contracts traded on Thursday, up 76.5% from the previous trading day. Call options account for 72% of overall option trades. Particularly high volume was seen for the $87 strike call option expiring Oct 13, with 52,355 contracts trading.$TLT 20231013 87.0 CALL$ Unusual Options ActivityJD.com Inc. slumped to a record low in Hong Kong as Wall Street brokerages turned bearish on the stock and rumors swirled that a businessman with the same surname as the company’s chairman had been arrested.There are 145,077 JD.com option contracts traded on Thursday, up 270% from the previous trading day. Call options account for 68% of overall option trades. Particularly high volume was seen for the $27 strike put option expiring Oct 13, with 6,919 contracts trading.$JD 20231013 27.0 PUT$ Most Active Equity OptionsSpecial %Calls >70%: Plug Power, Delta Air Lines, AMC Entertainment, ChargePoint Holdings Inc. TOP 10 Bullish & Bearish S&P 500This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: PFE, AMZN, KVUE, GOOG, META, INTC, PHM, AVGO, WBA, MTCHTop 10 bearish stocks: TSLA, AAPL, NVDA, VFC, T, KO, XOM, BA, GOOGL, NFLXBased on option delta volume, traders sold a net equivalent of -3,553,298 shares of Tesla stock. The largest bearish delta came from selling calls. The largest delta volume came from the 13-Oct-23 265 Call, with traders getting short 3,650,983 deltas on the single option contract.$TSLA 20231013 265.0 CALL$ If you are interested in options and you want to:Share experiences and ideas on options trading.Read options-related market updates/insights.Learn more about options trading if you are a beginner in this field.Please click to join Tiger Options Club","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230186383626288,"gmtCreate":1697239967707,"gmtModify":1697239972700,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Well done.","listText":"Well done.","text":"Well done.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230186383626288","repostId":"1125435532","repostType":4,"repost":{"id":"1125435532","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1697194785,"share":"https://www.laohu8.com/m/news/1125435532?lang=&edition=full","pubTime":"2023-10-13 18:59","market":"us","language":"en","title":"JPMorgan Profit Surges on Record Interest Income, First Republic Purchase","url":"https://stock-news.laohu8.com/highlight/detail?id=1125435532","media":"Reuters","summary":"JPMorgan Chase reported third-quarter earnings before the opening bell Friday.Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG, form","content":"<html><head></head><body><p style=\"text-align: start;\">Oct 13 (Reuters) - JPMorgan Chase's profit rose in the third quarter as surging rates and the acquisition of failed First Republic Bank drove its interest income to a record high, the largest U.S. lender reported on Friday.</p><p style=\"text-align: start;\">Chief Executive Officer Jamie Dimon said that although U.S. consumers remained healthy, several geopolitical factors including the war in Ukraine and conflict in Israel could keep inflation at elevated levels.</p><p>"This may be the most dangerous time the world has seen in decades," Dimon said.</p><p style=\"text-align: start;\">Shares of the bank rose 1.1% in premarket trading.</p><p style=\"text-align: start;\">The Federal Reserve's rate increases have bolstered banks' net interest income (NII), or the difference between what they earn on loans and pay out on deposits.</p><p style=\"text-align: start;\">NII rose 30% to $22.9 billion, the bank said. It also hiked its 2023 NII forecast to $89 billion, excluding markets, compared with a prior forecast of $87 billion.</p><p>The provision for credit losses was $1.4 billion, 10% lower than last year as the bank released $113 million of reserves.</p><p style=\"text-align: start;\">JPMorgan bought First Republic in May in a government auction, after weeks of failed rescue attempts and aborted discussions involving some of the most powerful Wall Street executives and U.S. officials.</p><h2 id=\"id_4213766817\" style=\"text-align: start;\">INVESTMENT BANKING LULL</h2><p style=\"text-align: start;\">While the market for mergers and acquisitions (M&A) and initial public offerings (IPOs) is showing signs of recovery, lingering economic uncertainty continues to be a drag on dealmaking activity.</p><p>September saw stock market debuts of several high-profile companies, including SoftBank Group's chip designer Arm Holdings and grocery delivery app Instacart. JPMorgan was an underwriter for both of those listings.</p><p style=\"text-align: start;\">But these newly listed companies have given back most of their gains after their first-day pop, crushing hopes of a meaningful recovery in the IPO market.</p><p style=\"text-align: start;\">Investment banking revenue at JPMorgan fell 6% to $1.6 billion.</p><p style=\"text-align: start;\">The lender reported a profit of $13.15 billion, or $4.33 per share, for the three months ended Sept. 30. That compares with $9.74 billion, or $3.12 per share, a year earlier.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Profit Surges on Record Interest Income, First Republic Purchase</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\">\nJPMorgan Profit Surges on Record Interest Income, First Republic Purchase\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-13 18:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Oct 13 (Reuters) - JPMorgan Chase's profit rose in the third quarter as surging rates and the acquisition of failed First Republic Bank drove its interest income to a record high, the largest U.S. lender reported on Friday.</p><p style=\"text-align: start;\">Chief Executive Officer Jamie Dimon said that although U.S. consumers remained healthy, several geopolitical factors including the war in Ukraine and conflict in Israel could keep inflation at elevated levels.</p><p>"This may be the most dangerous time the world has seen in decades," Dimon said.</p><p style=\"text-align: start;\">Shares of the bank rose 1.1% in premarket trading.</p><p style=\"text-align: start;\">The Federal Reserve's rate increases have bolstered banks' net interest income (NII), or the difference between what they earn on loans and pay out on deposits.</p><p style=\"text-align: start;\">NII rose 30% to $22.9 billion, the bank said. It also hiked its 2023 NII forecast to $89 billion, excluding markets, compared with a prior forecast of $87 billion.</p><p>The provision for credit losses was $1.4 billion, 10% lower than last year as the bank released $113 million of reserves.</p><p style=\"text-align: start;\">JPMorgan bought First Republic in May in a government auction, after weeks of failed rescue attempts and aborted discussions involving some of the most powerful Wall Street executives and U.S. officials.</p><h2 id=\"id_4213766817\" style=\"text-align: start;\">INVESTMENT BANKING LULL</h2><p style=\"text-align: start;\">While the market for mergers and acquisitions (M&A) and initial public offerings (IPOs) is showing signs of recovery, lingering economic uncertainty continues to be a drag on dealmaking activity.</p><p>September saw stock market debuts of several high-profile companies, including SoftBank Group's chip designer Arm Holdings and grocery delivery app Instacart. JPMorgan was an underwriter for both of those listings.</p><p style=\"text-align: start;\">But these newly listed companies have given back most of their gains after their first-day pop, crushing hopes of a meaningful recovery in the IPO market.</p><p style=\"text-align: start;\">Investment banking revenue at JPMorgan fell 6% to $1.6 billion.</p><p style=\"text-align: start;\">The lender reported a profit of $13.15 billion, or $4.33 per share, for the three months ended Sept. 30. That compares with $9.74 billion, or $3.12 per share, a year earlier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125435532","content_text":"Oct 13 (Reuters) - JPMorgan Chase's profit rose in the third quarter as surging rates and the acquisition of failed First Republic Bank drove its interest income to a record high, the largest U.S. lender reported on Friday.Chief Executive Officer Jamie Dimon said that although U.S. consumers remained healthy, several geopolitical factors including the war in Ukraine and conflict in Israel could keep inflation at elevated levels.\"This may be the most dangerous time the world has seen in decades,\" Dimon said.Shares of the bank rose 1.1% in premarket trading.The Federal Reserve's rate increases have bolstered banks' net interest income (NII), or the difference between what they earn on loans and pay out on deposits.NII rose 30% to $22.9 billion, the bank said. It also hiked its 2023 NII forecast to $89 billion, excluding markets, compared with a prior forecast of $87 billion.The provision for credit losses was $1.4 billion, 10% lower than last year as the bank released $113 million of reserves.JPMorgan bought First Republic in May in a government auction, after weeks of failed rescue attempts and aborted discussions involving some of the most powerful Wall Street executives and U.S. officials.INVESTMENT BANKING LULLWhile the market for mergers and acquisitions (M&A) and initial public offerings (IPOs) is showing signs of recovery, lingering economic uncertainty continues to be a drag on dealmaking activity.September saw stock market debuts of several high-profile companies, including SoftBank Group's chip designer Arm Holdings and grocery delivery app Instacart. JPMorgan was an underwriter for both of those listings.But these newly listed companies have given back most of their gains after their first-day pop, crushing hopes of a meaningful recovery in the IPO market.Investment banking revenue at JPMorgan fell 6% to $1.6 billion.The lender reported a profit of $13.15 billion, or $4.33 per share, for the three months ended Sept. 30. That compares with $9.74 billion, or $3.12 per share, a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230187643596936,"gmtCreate":1697239943693,"gmtModify":1697239946719,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230187643596936","repostId":"1185116684","repostType":4,"repost":{"id":"1185116684","pubTimestamp":1697201373,"share":"https://www.laohu8.com/m/news/1185116684?lang=&edition=full","pubTime":"2023-10-13 20:49","market":"us","language":"en","title":"Microsoft Completes $69 Billion Activision Purchase","url":"https://stock-news.laohu8.com/highlight/detail?id=1185116684","media":"Bloomberg","summary":"Microsoft Corp. said it completed its $69 billion purchase of Activision Blizzard Inc. after a nearly two-year fight with global regulators threatened to scuttle the deal.The biggest-ever acquisition ","content":"<html><head></head><body><p>Microsoft Corp. said it completed its $69 billion purchase of Activision Blizzard Inc. after a nearly two-year fight with global regulators threatened to scuttle the deal.</p><p style=\"text-align: start;\">The biggest-ever acquisition in the video game industry gives the maker of Xbox consoles a more formidable position against rivals, vaulting it from fifth to third place globally, behind Tencent Holdings Ltd. and Sony Group Corp. The acquisition is a stunning turnaround after Microsoft executives underestimated the magnitude and longevity of antitrust objections, forcing the software giant to seek a three-month extension of the deal’s expiration period from Activision.</p><p>Microsoft was able to close after making alterations to its merger agreement to win over UK authorities. The US Federal Trade Commission, which lost an attempt to block the transaction in court, continues to pursue legal action in its own administrative hearing. That could still force the two companies to unwind the deal if the commission is successful.</p><p style=\"text-align: start;\">The UK’s Competition and Markets Authority announced on Friday that it had approved the deal after accepting a restructuring plan involving selling some gaming rights to French publisher Ubisoft Entertainment SA. The regulator was concerned about preserving competition in the nascent market for games streamed via the cloud.</p><p>Microsoft’s gaming chief Phil Spencer’s work from here may prove even more challenging. The deal provides Spencer the cornerstone for a plan to boost the company’s lagging mobile games business. Among Activision’s titles is the universally popular <em>Candy Crush</em> and its spinoffs. Yet the delay means Microsoft has fallen even further behind in that space amid a contraction in the over-saturated sector.</p><p style=\"text-align: start;\">The company remains in a standoff with Apple Inc. over access to its app store. In 2020, Microsoft President Brad Smith criticized Apple’s terms, which include a 30% cut of developers’ revenue and restrictions on cloud gaming. After <em>Fortnite</em> maker Epic Games Inc. sued Apple alleging anti-competitive practices, it seemed that company’s walled garden might finally open. Epic has struggled to gain wins in court, however. And Apple’s App Store is still inhospitable to Microsoft’s cloud gaming service, which iOS users have to access through a mobile browser.</p><p>Other parts of the gaming landscape have shifted since the Activision deal was first announced in January 2022. The metaverse, a persistent online world where consumers would play games and shop, hasn’t turned out to be as big a commercial opportunity as many in the industry believed. That business was identified as a key driver for the acquisition when it was announced.</p><p>The delays also meant Microsoft can only now begin the process of reforming Activision’s culture in the ways the company wants to see. While Microsoft has traditionally taken a hands-off approach to the gaming studios it acquires, it may be more involved this time. Fans have often complained about some of Activision’s business decisions, such as crowding the market with <em>Tony Hawk’s Pro Skater</em> and <em>Guitar Hero</em> releases that ended up cheapening the franchises. Fans have also said the company’s beloved <em>StarCraft</em> series has lacked resources because it’s less of a money-earner than other games.</p><p style=\"text-align: start;\">Activision CEO Bobby Kotick has drawn criticism for his handling of harassment complaints at the company. In 2021, California’s Civil Rights Department sued Activision for fostering a “frat boy” culture. Since then the company has appointed an officer to oversee diversity, equity and inclusion, named a head of inclusive game design and released a report on the company’s progress on workplace issues.</p><p>Microsoft has also pledged to remain neutral on employee unionization, after Activision had challenged efforts to organize. In January, workers at Microsoft’s ZeniMax video game unit joined the Communications Workers of America. Microsoft recognized the union immediately.</p><p style=\"text-align: start;\">The deal had faced vocal opposition from PlayStation console maker Sony. That company’s video games chief, Jim Ryan, suggested that Microsoft could disadvantage competitors by selling them a less-than-adequate version its popular <em>Call of Duty </em>shooting game. In July, Microsoft and Sony penned a 10-year deal that would keep future <em>Call of Duty </em>entries on PlayStation consoles. Ryan told staff in late September he would retire from Sony in March.</p><p style=\"text-align: start;\">The UK regulators had previously vetoed the deal, saying it could result in higher prices, fewer choices and less innovation for gamers. The new agreement means Microsoft can’t limit access to Activision’s key content to its own cloud gaming service or withhold those games from rivals, the regulator said.</p><p style=\"text-align: start;\">Founded in 1979, Activision is home to some of the most popular game franchises in the world, including <em>Overwatch, World of Warcraft </em>and<em> Crash Bandicoot</em>. <em>Call of Duty</em> alone has sold more than 425 million units and brought in more than $30 billion in revenue before the most recent installment last year.</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>Microsoft Completes $69 Billion Activision Purchase</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\">\nMicrosoft Completes $69 Billion Activision Purchase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-13 20:49 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-10-13/microsoft-completes-69-billion-activision-purchase?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Corp. said it completed its $69 billion purchase of Activision Blizzard Inc. after a nearly two-year fight with global regulators threatened to scuttle the deal.The biggest-ever acquisition ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-10-13/microsoft-completes-69-billion-activision-purchase?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","MSFT":"微软"},"source_url":"https://www.bloomberg.com/news/articles/2023-10-13/microsoft-completes-69-billion-activision-purchase?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185116684","content_text":"Microsoft Corp. said it completed its $69 billion purchase of Activision Blizzard Inc. after a nearly two-year fight with global regulators threatened to scuttle the deal.The biggest-ever acquisition in the video game industry gives the maker of Xbox consoles a more formidable position against rivals, vaulting it from fifth to third place globally, behind Tencent Holdings Ltd. and Sony Group Corp. The acquisition is a stunning turnaround after Microsoft executives underestimated the magnitude and longevity of antitrust objections, forcing the software giant to seek a three-month extension of the deal’s expiration period from Activision.Microsoft was able to close after making alterations to its merger agreement to win over UK authorities. The US Federal Trade Commission, which lost an attempt to block the transaction in court, continues to pursue legal action in its own administrative hearing. That could still force the two companies to unwind the deal if the commission is successful.The UK’s Competition and Markets Authority announced on Friday that it had approved the deal after accepting a restructuring plan involving selling some gaming rights to French publisher Ubisoft Entertainment SA. The regulator was concerned about preserving competition in the nascent market for games streamed via the cloud.Microsoft’s gaming chief Phil Spencer’s work from here may prove even more challenging. The deal provides Spencer the cornerstone for a plan to boost the company’s lagging mobile games business. Among Activision’s titles is the universally popular Candy Crush and its spinoffs. Yet the delay means Microsoft has fallen even further behind in that space amid a contraction in the over-saturated sector.The company remains in a standoff with Apple Inc. over access to its app store. In 2020, Microsoft President Brad Smith criticized Apple’s terms, which include a 30% cut of developers’ revenue and restrictions on cloud gaming. After Fortnite maker Epic Games Inc. sued Apple alleging anti-competitive practices, it seemed that company’s walled garden might finally open. Epic has struggled to gain wins in court, however. And Apple’s App Store is still inhospitable to Microsoft’s cloud gaming service, which iOS users have to access through a mobile browser.Other parts of the gaming landscape have shifted since the Activision deal was first announced in January 2022. The metaverse, a persistent online world where consumers would play games and shop, hasn’t turned out to be as big a commercial opportunity as many in the industry believed. That business was identified as a key driver for the acquisition when it was announced.The delays also meant Microsoft can only now begin the process of reforming Activision’s culture in the ways the company wants to see. While Microsoft has traditionally taken a hands-off approach to the gaming studios it acquires, it may be more involved this time. Fans have often complained about some of Activision’s business decisions, such as crowding the market with Tony Hawk’s Pro Skater and Guitar Hero releases that ended up cheapening the franchises. Fans have also said the company’s beloved StarCraft series has lacked resources because it’s less of a money-earner than other games.Activision CEO Bobby Kotick has drawn criticism for his handling of harassment complaints at the company. In 2021, California’s Civil Rights Department sued Activision for fostering a “frat boy” culture. Since then the company has appointed an officer to oversee diversity, equity and inclusion, named a head of inclusive game design and released a report on the company’s progress on workplace issues.Microsoft has also pledged to remain neutral on employee unionization, after Activision had challenged efforts to organize. In January, workers at Microsoft’s ZeniMax video game unit joined the Communications Workers of America. Microsoft recognized the union immediately.The deal had faced vocal opposition from PlayStation console maker Sony. That company’s video games chief, Jim Ryan, suggested that Microsoft could disadvantage competitors by selling them a less-than-adequate version its popular Call of Duty shooting game. In July, Microsoft and Sony penned a 10-year deal that would keep future Call of Duty entries on PlayStation consoles. Ryan told staff in late September he would retire from Sony in March.The UK regulators had previously vetoed the deal, saying it could result in higher prices, fewer choices and less innovation for gamers. The new agreement means Microsoft can’t limit access to Activision’s key content to its own cloud gaming service or withhold those games from rivals, the regulator said.Founded in 1979, Activision is home to some of the most popular game franchises in the world, including Overwatch, World of Warcraft and Crash Bandicoot. Call of Duty alone has sold more than 425 million units and brought in more than $30 billion in revenue before the most recent installment last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230187343102064,"gmtCreate":1697239922682,"gmtModify":1697239926593,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230187343102064","repostId":"2375388916","repostType":4,"repost":{"id":"2375388916","pubTimestamp":1697202900,"share":"https://www.laohu8.com/m/news/2375388916?lang=&edition=full","pubTime":"2023-10-13 21:15","market":"us","language":"en","title":"BofA Says US Stocks Can Avoid Big Drop If Yields Stay Below 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2375388916","media":"Bloomberg","summary":"Says S&P 500 can continue to trade above key level of 4,200Sees recession, rate cuts sparking bullish cycle in 2024US stocks can avoid a dire outlook as long as bond yields stay below a historic high ","content":"<html><head></head><body><ul style=\"\"><li><p>Says S&P 500 can continue to trade above key level of 4,200</p></li><li><p>Sees recession, rate cuts sparking bullish cycle in 2024</p></li></ul><p>US stocks can avoid a dire outlook as long as bond yields stay below a historic high of 5%, according to Bank of America Corp. strategist Michael Hartnett.</p><p style=\"text-align: start;\">The strategist — among the more bearish voices on Wall Street — said the S&P 500 index can continue to trade above 4,200 points in the near term in such a scenario. A drop below that level would be driven by a stronger dollar, higher yields, oil rising above $100 a barrel and “clear signs” that a credit crunch for small businesses was causing higher unemployment, Hartnett wrote in a note dated Oct. 12.</p><p>The 4,200 mark is also close to the benchmark index’s 200-day moving average, considered a key technical support level that traders use to assess whether the longer-term trend is up or down. The S&P 500 dropped close to it in early October as US bond yields surged to their highest in 16 years. The index has since rallied 2.8% as yields retreated, and is now tracking its second weekly advance in a row.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0aba6254b659295b493a04ea531bf30\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">For 2024, Hartnett said the “best bullish shout” was that a recession and rate cuts by the Federal Reserve would drive gains in bonds and gold, as well as a broader stock market rally. The strategist has remained bearish for 2023 overall even as the S&P 500 has surged 13%.</p><p style=\"text-align: start;\">With money market funds still seeing annualized inflows this year at $1.4 trillion, investors need to see an economic contraction as well as rate cuts to “sell cash” and “ignite new bulls,” the strategist said.</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>BofA Says US Stocks Can Avoid Big Drop If Yields Stay Below 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBofA Says US Stocks Can Avoid Big Drop If Yields Stay Below 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-13 21:15 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-10-13/bofa-says-us-stocks-can-avoid-big-drop-if-yields-stay-below-5><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Says S&P 500 can continue to trade above key level of 4,200Sees recession, rate cuts sparking bullish cycle in 2024US stocks can avoid a dire outlook as long as bond yields stay below a historic high ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-10-13/bofa-says-us-stocks-can-avoid-big-drop-if-yields-stay-below-5\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-10-13/bofa-says-us-stocks-can-avoid-big-drop-if-yields-stay-below-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375388916","content_text":"Says S&P 500 can continue to trade above key level of 4,200Sees recession, rate cuts sparking bullish cycle in 2024US stocks can avoid a dire outlook as long as bond yields stay below a historic high of 5%, according to Bank of America Corp. strategist Michael Hartnett.The strategist — among the more bearish voices on Wall Street — said the S&P 500 index can continue to trade above 4,200 points in the near term in such a scenario. A drop below that level would be driven by a stronger dollar, higher yields, oil rising above $100 a barrel and “clear signs” that a credit crunch for small businesses was causing higher unemployment, Hartnett wrote in a note dated Oct. 12.The 4,200 mark is also close to the benchmark index’s 200-day moving average, considered a key technical support level that traders use to assess whether the longer-term trend is up or down. The S&P 500 dropped close to it in early October as US bond yields surged to their highest in 16 years. The index has since rallied 2.8% as yields retreated, and is now tracking its second weekly advance in a row.For 2024, Hartnett said the “best bullish shout” was that a recession and rate cuts by the Federal Reserve would drive gains in bonds and gold, as well as a broader stock market rally. The strategist has remained bearish for 2023 overall even as the S&P 500 has surged 13%.With money market funds still seeing annualized inflows this year at $1.4 trillion, investors need to see an economic contraction as well as rate cuts to “sell cash” and “ignite new bulls,” the strategist said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230104753360912,"gmtCreate":1697239881905,"gmtModify":1697239886199,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Good.","listText":"Good.","text":"Good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230104753360912","repostId":"1144385935","repostType":4,"repost":{"id":"1144385935","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1697204800,"share":"https://www.laohu8.com/m/news/1144385935?lang=&edition=full","pubTime":"2023-10-13 21:46","market":"us","language":"en","title":"U.S. Bank Stocks Jump As Investors Cheer Big Bank Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1144385935","media":"Tiger Newspress","summary":"U.S. Bank stocks jumped in morning trading as investors cheered big bank earnings. JPMorgan Chase rose 4%; Wells Fargo and Citigroup rose more than 3%.","content":"<html><head></head><body><p>U.S. Bank stocks jumped in morning trading as investors cheered big bank earnings. JPMorgan Chase rose 4%; Wells Fargo and Citigroup rose more than 3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d269166a7f40d3609b95e35af1a60288\" title=\"\" tg-width=\"389\" tg-height=\"398\"/></p><p>JPMorgan Chase beat expectations for third-quarter profit on Friday as a tighter monetary policy and the acquisition of failed First Republic Bank drove its interest income to a record high.</p><p>Wells Fargo beat analysts' third-quarter profit estimates and raised its annual forecast for income from interest payments on Friday, as customers paid more to borrow.</p><p>Citigroup's profit was broadly steady and beat third-quarter estimates as it benefited from rising interest payments and surging investment banking fees, sending its shares up 3% on Friday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Bank Stocks Jump As Investors Cheer Big Bank Earnings</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\">\nU.S. Bank Stocks Jump As Investors Cheer Big Bank Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-10-13 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Bank stocks jumped in morning trading as investors cheered big bank earnings. JPMorgan Chase rose 4%; Wells Fargo and Citigroup rose more than 3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d269166a7f40d3609b95e35af1a60288\" title=\"\" tg-width=\"389\" tg-height=\"398\"/></p><p>JPMorgan Chase beat expectations for third-quarter profit on Friday as a tighter monetary policy and the acquisition of failed First Republic Bank drove its interest income to a record high.</p><p>Wells Fargo beat analysts' third-quarter profit estimates and raised its annual forecast for income from interest payments on Friday, as customers paid more to borrow.</p><p>Citigroup's profit was broadly steady and beat third-quarter estimates as it benefited from rising interest payments and surging investment banking fees, sending its shares up 3% on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","BAC":"美国银行","MS":"摩根士丹利","GS":"高盛","WFC":"富国银行","C":"花旗"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144385935","content_text":"U.S. Bank stocks jumped in morning trading as investors cheered big bank earnings. JPMorgan Chase rose 4%; Wells Fargo and Citigroup rose more than 3%.JPMorgan Chase beat expectations for third-quarter profit on Friday as a tighter monetary policy and the acquisition of failed First Republic Bank drove its interest income to a record high.Wells Fargo beat analysts' third-quarter profit estimates and raised its annual forecast for income from interest payments on Friday, as customers paid more to borrow.Citigroup's profit was broadly steady and beat third-quarter estimates as it benefited from rising interest payments and surging investment banking fees, sending its shares up 3% on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203919747596288,"gmtCreate":1690791745470,"gmtModify":1690791749021,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"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/203919747596288","repostId":"203387893629160","repostType":1,"repost":{"id":203387893629160,"gmtCreate":1690684418399,"gmtModify":1690685001734,"author":{"id":"4092647860635430","authorId":"4092647860635430","name":"JeslinToh","avatar":"https://community-static.tradeup.com/news/3a412638a5424a30788f11283239d9cf","crmLevel":5,"crmLevelSwitch":0},"themes":[],"title":"Big 3 Local Banks +ve Earnings Report?","htmlText":"As we progressed in this high interest rate environment, it is highly likely that our dear local banks <a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$ </a> will continue doing well with higher net interest margins and income. Uob has just released its earnings a couple of days back. Investors are not disappointed as the company has enjoyed a whopping 27% increase in net profit y-o-y compared to Q2 last year. Uob CEO has also assured investors that its acquisition of Citi's consumer business in the SEA region is spanning out well","listText":"As we progressed in this high interest rate environment, it is highly likely that our dear local banks <a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$ </a> will continue doing well with higher net interest margins and income. Uob has just released its earnings a couple of days back. Investors are not disappointed as the company has enjoyed a whopping 27% increase in net profit y-o-y compared to Q2 last year. Uob CEO has also assured investors that its acquisition of Citi's consumer business in the SEA region is spanning out well","text":"As we progressed in this high interest rate environment, it is highly likely that our dear local banks $UNITED OVERSEAS BANK LIMITED(U11.SI)$ $DBS GROUP HOLDINGS LTD(D05.SI)$ $OVERSEA-CHINESE BANKING CORP(O39.SI)$ will continue doing well with higher net interest margins and income. Uob has just released its earnings a couple of days back. Investors are not disappointed as the company has enjoyed a whopping 27% increase in net profit y-o-y compared to Q2 last year. Uob CEO has also assured investors that its acquisition of Citi's consumer business in the SEA region is spanning out well","images":[{"img":"https://community-static.tradeup.com/news/c3c2ff4401b68b942193e88c4d33aded","width":"984","height":"551"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203387893629160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203919812497624,"gmtCreate":1690791711845,"gmtModify":1690791715147,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"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/203919812497624","repostId":"203858284003552","repostType":1,"repost":{"id":203858284003552,"gmtCreate":1690776575438,"gmtModify":1690776584450,"author":{"id":"3571535693267201","authorId":"3571535693267201","name":"Aaronykc","avatar":"https://static.tigerbbs.com/a6fb0a4f08d4e7b8733e7ebc2445aad5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"title":"How to roll deep ITM Covered Calls","htmlText":"Covered calls are a great way to earn income on the stocks that you own, but what happens if the stock suddenly shoots to the moon? 😱 Will you miss out on all the gains? 😭 Don't fret, this is a complete guide on how to roll your call options to buy more time and also more upside. Firstly, what is a covered call? It is a financial transaction in which the investor selling call options owns an equivalent amount of the underlying security. To execute this, an investor who holds a long position in an asset then writes (sells) call options on that same asset to generate an income stream. The investor's long position in the asset is the cover because it means the seller can deliver the shares if the buyer of the call option chooses to exercise. Important to note that the investor is obliga","listText":"Covered calls are a great way to earn income on the stocks that you own, but what happens if the stock suddenly shoots to the moon? 😱 Will you miss out on all the gains? 😭 Don't fret, this is a complete guide on how to roll your call options to buy more time and also more upside. Firstly, what is a covered call? It is a financial transaction in which the investor selling call options owns an equivalent amount of the underlying security. To execute this, an investor who holds a long position in an asset then writes (sells) call options on that same asset to generate an income stream. The investor's long position in the asset is the cover because it means the seller can deliver the shares if the buyer of the call option chooses to exercise. Important to note that the investor is obliga","text":"Covered calls are a great way to earn income on the stocks that you own, but what happens if the stock suddenly shoots to the moon? 😱 Will you miss out on all the gains? 😭 Don't fret, this is a complete guide on how to roll your call options to buy more time and also more upside. Firstly, what is a covered call? It is a financial transaction in which the investor selling call options owns an equivalent amount of the underlying security. To execute this, an investor who holds a long position in an asset then writes (sells) call options on that same asset to generate an income stream. The investor's long position in the asset is the cover because it means the seller can deliver the shares if the buyer of the call option chooses to exercise. Important to note that the investor is obliga","images":[{"img":"https://community-static.tradeup.com/news/9a00fea5b0150ddb354819ad7ba3cf8c","width":"1086","height":"1652"},{"img":"https://community-static.tradeup.com/news/ea41c2eb9c5718e42ce27f77323ce2ca","width":"1086","height":"1652"},{"img":"https://community-static.tradeup.com/news/006fa1526035e49a059d5680e4893bd0","width":"1086","height":"1653"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203858284003552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203920054870168,"gmtCreate":1690791669326,"gmtModify":1690791672498,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"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/203920054870168","repostId":"203210163036248","repostType":1,"repost":{"id":203210163036248,"gmtCreate":1690641009944,"gmtModify":1690643691611,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":4,"crmLevelSwitch":0},"themes":[],"title":"2023 Investment Recap 🇺🇸🇸🇬📈","htmlText":"2023 is a good year I think most investors agree that 2023 is a pretty good year for the world equities market. Most of them are performing very well except some weakness shown for China and HKEX markets. However, both of them starts to turn much better last week! Therefore, I believe most investors will continue to cheer till the end of this year. My formula Most of my followers know that I am a technical investors, select and judging most of my holdings based on technical analysis. I traded mostly the midterm uptrend stocks only. Since I am not a short term investors, therefore I was almost inactive in equities market for the past two years due to the bear market and nothing much to trade. However, this year everything turns better with trend reversal or even new high breakout","listText":"2023 is a good year I think most investors agree that 2023 is a pretty good year for the world equities market. Most of them are performing very well except some weakness shown for China and HKEX markets. However, both of them starts to turn much better last week! Therefore, I believe most investors will continue to cheer till the end of this year. My formula Most of my followers know that I am a technical investors, select and judging most of my holdings based on technical analysis. I traded mostly the midterm uptrend stocks only. Since I am not a short term investors, therefore I was almost inactive in equities market for the past two years due to the bear market and nothing much to trade. However, this year everything turns better with trend reversal or even new high breakout","text":"2023 is a good year I think most investors agree that 2023 is a pretty good year for the world equities market. Most of them are performing very well except some weakness shown for China and HKEX markets. However, both of them starts to turn much better last week! Therefore, I believe most investors will continue to cheer till the end of this year. My formula Most of my followers know that I am a technical investors, select and judging most of my holdings based on technical analysis. I traded mostly the midterm uptrend stocks only. Since I am not a short term investors, therefore I was almost inactive in equities market for the past two years due to the bear market and nothing much to trade. However, this year everything turns better with trend reversal or even new high breakout","images":[{"img":"https://community-static.tradeup.com/news/c925fa338a7d9c6ad1a2c8f0feb88bbe","width":"882","height":"1608"},{"img":"https://community-static.tradeup.com/news/83c39daaa353826be6fc22634a979eff","width":"882","height":"1608"},{"img":"https://community-static.tradeup.com/news/1ecf778add08cb1117a9a7bbfbba22c2","width":"882","height":"1608"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203210163036248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200124342395120,"gmtCreate":1689892856647,"gmtModify":1689892860549,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Good buy.","listText":"Good buy.","text":"Good buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200124342395120","repostId":"2351880462","repostType":2,"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942270283,"gmtCreate":1681238276842,"gmtModify":1681238280241,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok.","listText":"Ok.","text":"Ok.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942270283","repostId":"1187260837","repostType":4,"repost":{"id":"1187260837","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681133738,"share":"https://www.laohu8.com/m/news/1187260837?lang=&edition=full","pubTime":"2023-04-10 21:35","market":"us","language":"en","title":"Tesla's Stock Slumped 4% after Slowing in China Auto Sales in March","url":"https://stock-news.laohu8.com/highlight/detail?id=1187260837","media":"Tiger Newspress","summary":"Tesla's stock slumped 4% after slowing in China auto sales in March.Tesla's stock sank 10.8% over th","content":"<html><head></head><body><p>Tesla's stock slumped 4% after slowing in China auto sales in March.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb7799c1b6ea9207f9ac2f0d948ea76e\" tg-width=\"826\" tg-height=\"839\"/></p>Tesla's stock sank 10.8% over the past four sessions, and a fifth straight loss would represent the longest losing streak since the seven-day loss streak that ended Dec. 27, 2022.<p></p><p>The China Passenger Car Association said overnight that passenger cars sold in China in March rose 0.3% to 1.59 million, compared with 10.4% growth in February, according to a Dow Jones Newswires report.</p><p>Sales for the first quarter dropped 13.4% from a year ago, as January sales plunged 38%, the report said. Tesla recorded $18.15 billion in revenue from China in 2022, or 22.3% of total sales.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Stock Slumped 4% after Slowing in China Auto Sales in March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Stock Slumped 4% after Slowing in China Auto Sales in March\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-10 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla's stock slumped 4% after slowing in China auto sales in March.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb7799c1b6ea9207f9ac2f0d948ea76e\" tg-width=\"826\" tg-height=\"839\"/></p>Tesla's stock sank 10.8% over the past four sessions, and a fifth straight loss would represent the longest losing streak since the seven-day loss streak that ended Dec. 27, 2022.<p></p><p>The China Passenger Car Association said overnight that passenger cars sold in China in March rose 0.3% to 1.59 million, compared with 10.4% growth in February, according to a Dow Jones Newswires report.</p><p>Sales for the first quarter dropped 13.4% from a year ago, as January sales plunged 38%, the report said. Tesla recorded $18.15 billion in revenue from China in 2022, or 22.3% of total sales.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187260837","content_text":"Tesla's stock slumped 4% after slowing in China auto sales in March.Tesla's stock sank 10.8% over the past four sessions, and a fifth straight loss would represent the longest losing streak since the seven-day loss streak that ended Dec. 27, 2022.The China Passenger Car Association said overnight that passenger cars sold in China in March rose 0.3% to 1.59 million, compared with 10.4% growth in February, according to a Dow Jones Newswires report.Sales for the first quarter dropped 13.4% from a year ago, as January sales plunged 38%, the report said. Tesla recorded $18.15 billion in revenue from China in 2022, or 22.3% of total sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}