AmitS personal page - To The Moon

AmitS

AmitS

Please like and comment. Peace

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10-29

$Peloton Interactive, Inc.(PTON)$ What do you say?

10-05

1-8 and 5-7

08-01

TIGER ROARS, DECADES SOAR.

Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!

TIGER ROARS, DECADES SOAR.

07-29

TIGER ROARS, DECADES SOAR.

Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!

TIGER ROARS, DECADES SOAR.

07-20

$Intuitive Surgical(ISRG)$ Cool

03-30

Singaore -Marina Bay Sands Australia - Opera House Sydney China -Temple of Heaven New Zealand -Sky Tower Auckland Hongkong- Victoria Peak USA- Apple Park

01-19

$Grayscale Ethereum Trust (ETH)(ETHE)$ Cool

2023-11-13

Proud to be senior

2023-10-28

Very good observation.

3 Fabulous AI Stocks to Triple Your Returns

2023-09-17

$S&P 500(.SPX)$ What is your view? Please reply

2023-09-16

$Meta Platforms, Inc.(META)$ What's next?

2023-09-08

$Coinbase Global, Inc.(COIN)$ Please comment like and share. Thanks

2023-08-21

Sure it is.

@koolgal:Is Nio A Buy?

2023-08-21

Interesting

@TigerOptions:Unveiling BlackRock's Strategic Move on Palo Alto Networks

2023-08-21

Great

@TigerOptions:🚨 VinFast's Volatile Debut Signals Dangers Amidst Excitement

2023-08-13

$Twist Bioscience Corp(TWST)$ What do you say?

2023-08-09

It will gain based on good financial result. Cheers

2023-08-08

$NIO Inc.(NIO)$ Any predictions?

2023-08-02

$Meta Platforms, Inc.(META)$ What is happening here?

2023-07-29

Wow

@OptionsBB:Options Spy: Microsoft's large order suggests short-term stock pressure

Go to Tiger App to see more news

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say?","images":[{"img":"https://community-static.tradeup.com/news/52b9ccbafca38cacae6a35b3e6fab664","width":"1179","height":"8007"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365086653149432","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356594492674096,"gmtCreate":1728068771135,"gmtModify":1728068775236,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"1-8 and 5-7","listText":"1-8 and 5-7","text":"1-8 and 5-7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356594492674096","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333442580963576,"gmtCreate":1722451806203,"gmtModify":1722486378200,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"title":"TIGER ROARS, DECADES SOAR.","htmlText":"Find out more here: <a href=\"https://www.tigerbrokers.nz/activity/market/2024/10th-anniversary?banner=0&amp;adcode=AC1718799347023dLdijr&amp;utm_source=invite&amp;utm_campaign=AC1718799347023dLdijr&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=038ee0eb7d214eaf4d73fdd07ba47a39&amp;invite=4mAMIT&amp;lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","listText":"Find out more here: <a href=\"https://www.tigerbrokers.nz/activity/market/2024/10th-anniversary?banner=0&amp;adcode=AC1718799347023dLdijr&amp;utm_source=invite&amp;utm_campaign=AC1718799347023dLdijr&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=038ee0eb7d214eaf4d73fdd07ba47a39&amp;invite=4mAMIT&amp;lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","text":"Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333442580963576","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332654019354680,"gmtCreate":1722222431736,"gmtModify":1722331045906,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"title":"TIGER ROARS, DECADES SOAR.","htmlText":"Find out more here: <a href=\"https://www.tigerbrokers.nz/activity/market/2024/10th-anniversary?banner=0&amp;adcode=AC1718799347023dLdijr&amp;utm_source=invite&amp;utm_campaign=AC1718799347023dLdijr&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=fb1a4f70774e5ca89378347743d0d745&amp;invite=4mAMIT&amp;lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","listText":"Find out more here: <a href=\"https://www.tigerbrokers.nz/activity/market/2024/10th-anniversary?banner=0&amp;adcode=AC1718799347023dLdijr&amp;utm_source=invite&amp;utm_campaign=AC1718799347023dLdijr&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=fb1a4f70774e5ca89378347743d0d745&amp;invite=4mAMIT&amp;lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","text":"Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332654019354680","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329476920123448,"gmtCreate":1721444610365,"gmtModify":1721444619922,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> Cool","listText":"<a href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> Cool","text":"$Intuitive Surgical(ISRG)$ Cool","images":[{"img":"https://community-static.tradeup.com/news/e58677e2d8b6c6308dbeacaed93f3dc2","width":"1179","height":"7980"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329476920123448","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":289726314958848,"gmtCreate":1711740507268,"gmtModify":1711740512346,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Singaore -Marina Bay Sands Australia - Opera House Sydney China -Temple of Heaven New Zealand -Sky Tower Auckland Hongkong- Victoria Peak USA- Apple Park","listText":"Singaore -Marina Bay Sands Australia - Opera House Sydney China -Temple of Heaven New Zealand -Sky Tower Auckland Hongkong- Victoria Peak USA- Apple Park","text":"Singaore -Marina Bay Sands Australia - Opera House Sydney China -Temple of Heaven New Zealand -Sky Tower Auckland Hongkong- Victoria Peak USA- Apple Park","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289726314958848","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264694200889504,"gmtCreate":1705646833944,"gmtModify":1705646838266,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ETHE\">$Grayscale Ethereum Trust (ETH)(ETHE)$</a> Cool","listText":"<a href=\"https://ttm.financial/S/ETHE\">$Grayscale Ethereum Trust (ETH)(ETHE)$</a> Cool","text":"$Grayscale Ethereum Trust (ETH)(ETHE)$ Cool","images":[{"img":"https://community-static.tradeup.com/news/b18d6dc69605d99078123b462f38b208","width":"1179","height":"7980"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264694200889504","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":241029580857616,"gmtCreate":1699865823825,"gmtModify":1699865829329,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Proud to be senior&nbsp;","listText":"Proud to be senior&nbsp;","text":"Proud to be senior","images":[{"img":"https://community-static.tradeup.com/news/731b3630e2330c8b6d8a848c70e666bf","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241029580857616","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":235104124776456,"gmtCreate":1698431281676,"gmtModify":1698431286184,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Very good observation.&nbsp;","listText":"Very good observation.&nbsp;","text":"Very good observation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235104124776456","repostId":"2378078481","repostType":2,"repost":{"id":"2378078481","kind":"highlight","pubTimestamp":1698420490,"share":"https://ttm.financial/m/news/2378078481?lang=&edition=fundamental","pubTime":"2023-10-27 23:28","market":"us","language":"en","title":"3 Fabulous AI Stocks to Triple Your Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2378078481","media":"InvestorPlace","summary":"These supercharged AI stocks to buy could triple in value as their leading technology puts them at the forefront of the coming revolution.","content":"<html><head></head><body><ul style=\"\"><li><p>Artificial intelligence (<strong><u>AI</u></strong>) is changing the way the world operates, with some suggesting it might add $200 trillion to the global economy.</p></li><li><p><strong>Palantir Technologies </strong>(<strong><u>PLTR</u></strong>): The big data analytics firm is seen as the No. 1 AI stock for monetizing AI because of its foothold in both the government and commercial sectors.</p></li><li><p><strong>ASML Holding </strong>(<strong><u>ASML</u></strong>): All the top AI chipmakers come to this advanced semiconductor machinery manufacturer for their equipment, as it has a monopoly on the required technology.</p></li><li><p><strong>Microsoft </strong>(<strong><u>MSFT</u></strong>): The tech giant is deploying AI into all facets of its business but is now developing its own advanced chips to reduce its reliance on third-party suppliers.</p></li></ul><p>Artificial intelligence (<strong><u>AI</u></strong>) is changing everything. The debut of the generative AI chatbot ChatGPT last November set in motion a dramatic realignment in what was achievable. In less than a year, numerous generative AI projects were unleashed that showed the potential for enhancing creativity, cost-savings, productivity and efficiency in virtually all industries.</p><p>Generative AI models can create images, video and audio that are almost indistinguishable from real life. It can write human-like text and code software in a fraction of the time. <strong>Ark Invest’s</strong> Cathie Wood estimates AI training costs are plummeting at a 70% annual rate, even faster than the 60% forecast she made just one year prior. In less than a decade, AI coding assistants like <strong>GitHub’s</strong> Copilot could increase the output of software engineers 10-fold.</p><p>Wood also says worldwide adoption of AI could add some $200 trillion to the global economy. That far exceeds the $32 trillion total currently spent on the salaries of knowledge workers such as analysts, lawyers, scientists, education professionals and engineers.</p><p>There is an opportunity for investors to also capitalize on AI’s potential. It should not be difficult to triple your returns with the following tremendous AI stocks to buy for your portfolio today.</p><h2 id=\"id_412747619\">Palantir Technologies (PLTR)</h2><p>AI transforming the world around us and taking companies like data analytics specialist <strong>Palantir Technologies</strong> (NYSE: <strong><u>PLTR</u></strong>) to a new level. CEO Alex Karp said its new Artificial Intelligence Platform (<strong>AIP</strong>) launched only a few months ago, but it’s already having an impact. AIP is “giving us the aspiration and realistic perspective of being the most valuable enterprise software company in the world,” he told analysts.</p><p>Global marketing intelligence firm IDC previously ranked Palantir as the No. 1 AI software platform in terms of market share and revenue. The big data outfit’s Foundry and Gotham platforms for business and government, respectively, provided the lengthy runway necessary for making data management possible. Now AIP promises to go the next step by allowing businesses to run large language models like <strong>OpenAI’s </strong>GPT-4 on private networks. </p><p>Not everyone is convinced, but <strong>Wedbush Securities</strong> analyst Dan Ives calls Palantir “the best pure-play AI name, in terms of them monetizing, not just on the government side but on the enterprise side when it comes to AI.”</p><p>Making money off of AI will be key for businesses hoping to cash in on the revolution. Palantir is making good on that promise. Enterprise clients grew 8% sequentially in the second quarter and were up 38% year over year. That pushed U.S. enterprise revenue up 20% to $103 million. U.S. government revenue hit $302 million, some 15% higher than a year ago. The Wedbush analyst calls Palantir Technologies “the gold standard in AI.” An investment should readily triple as the sort of growth expected from AI materializes.</p><h2 id=\"id_4283715386\">ASML Holding (ASML)</h2><p>Chipmakers like <strong>Nvidia </strong>(NASDAQ: <strong><u>NVDA</u></strong>) and <strong>Taiwan Semiconductor Manufacturing</strong> (NYSE: <strong><u>TSM</u></strong>) grab the headlines when it comes to AI chips, but <strong>ASML Holding</strong> (NASDAQ: <strong><u>ASML</u></strong>) is the real power hiding behind the curtain. </p><p>ASML is a large semiconductor supplier and the world’s only supplier of extreme ultraviolet lithography (EUV) photolithography machines. That is the equipment necessary for chipmakers to manufacture the most advanced chips. ASML counts <strong>Intel </strong>(NASDAQ: <strong><u>INTC</u></strong>), TSM, and <strong>Samsung </strong>as customers of its specialized equipment. Look at AMSL as selling the picks and shovels to the AI gold miners.</p><p>Yet shares are down. While up 9% year-to-date, ASML stock is off 22% from its 52-week high. It’s a result of macroeconomic and regulatory concerns slowing sales. PC sales continue their secular decline while sales of advanced equipment to China will come under tighter control in 2024. Because that pulled forward sales into the third quarter, ASML guided towards flat revenues next year.</p><p>ASML’s machines are not mass-made items. It built just 345 lithography systems last year, 81 immersion systems and only 40 EUV machines. While Samsung and Intel have been buying as many as ASML can produce, it’s a slow process. Yet as the demands of AI force chipmakers and foundries to increase their output, ASML will see sales grow. That’s especially true as it increases capacity. It seeks to have the capacity to produce 600 deep ultraviolet machines and 90 EUV machines by 2025. It also wants to build 20 EUV lithography machines annually by 2027.</p><p>With the stock down, that gives investors a chance to get in cheap and reap the rewards later.</p><h2 id=\"id_4106819109\">Microsoft (MSFT)</h2><p>Tech giant <strong>Microsoft </strong>(NASDAQ: <strong><u>MSFT</u></strong>) is integrating artificial intelligence into all of its products and services. It’s an investor in ChatGPT’s parent OpenAI and is making the generative AI chatbot a component of its Bing search engine. It also put it into its Teams collaborative tools and made it an integral part of its Azure Cloud Services platform.</p><p>Microsoft is also the owner of Copilot parent GitHub. A recent Wall Street Journal article says the tech giant is running Copilot at a loss. Recently reports claim the company loses $80 per month on it. Although a loss leader, Microsoft could still use the efficiency and cost-savings that Cathie Wood says AI promises. And it just might.</p><p>The Register says Microsoft is expected to unveil a new chip specifically designed for AI next month. The custom AI accelerator will help the company reduce its reliance on and the costs associated with Nvidia’s AI chips.</p><p>Shares of the tech leader are up 38% this year. Yet at 31 times earnings estimates and almost 2x sales, it’s not such a far-fetched premium for a leading player. Look for AI to give a three-fold generative boost to Microsoft stock in the years to come.</p></body></html>","source":"investorplace_stock_picks","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>3 Fabulous AI Stocks to Triple Your Returns</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\">\n3 Fabulous AI Stocks to Triple Your Returns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-27 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/3-fabulous-ai-stocks-to-triple-your-returns/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence (AI) is changing the way the world operates, with some suggesting it might add $200 trillion to the global economy.Palantir Technologies (PLTR): The big data analytics firm is ...</p>\n\n<a href=\"https://investorplace.com/2023/10/3-fabulous-ai-stocks-to-triple-your-returns/\">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","ASML":"阿斯麦","PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2023/10/3-fabulous-ai-stocks-to-triple-your-returns/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378078481","content_text":"Artificial intelligence (AI) is changing the way the world operates, with some suggesting it might add $200 trillion to the global economy.Palantir Technologies (PLTR): The big data analytics firm is seen as the No. 1 AI stock for monetizing AI because of its foothold in both the government and commercial sectors.ASML Holding (ASML): All the top AI chipmakers come to this advanced semiconductor machinery manufacturer for their equipment, as it has a monopoly on the required technology.Microsoft (MSFT): The tech giant is deploying AI into all facets of its business but is now developing its own advanced chips to reduce its reliance on third-party suppliers.Artificial intelligence (AI) is changing everything. The debut of the generative AI chatbot ChatGPT last November set in motion a dramatic realignment in what was achievable. In less than a year, numerous generative AI projects were unleashed that showed the potential for enhancing creativity, cost-savings, productivity and efficiency in virtually all industries.Generative AI models can create images, video and audio that are almost indistinguishable from real life. It can write human-like text and code software in a fraction of the time. Ark Invest’s Cathie Wood estimates AI training costs are plummeting at a 70% annual rate, even faster than the 60% forecast she made just one year prior. In less than a decade, AI coding assistants like GitHub’s Copilot could increase the output of software engineers 10-fold.Wood also says worldwide adoption of AI could add some $200 trillion to the global economy. That far exceeds the $32 trillion total currently spent on the salaries of knowledge workers such as analysts, lawyers, scientists, education professionals and engineers.There is an opportunity for investors to also capitalize on AI’s potential. It should not be difficult to triple your returns with the following tremendous AI stocks to buy for your portfolio today.Palantir Technologies (PLTR)AI transforming the world around us and taking companies like data analytics specialist Palantir Technologies (NYSE: PLTR) to a new level. CEO Alex Karp said its new Artificial Intelligence Platform (AIP) launched only a few months ago, but it’s already having an impact. AIP is “giving us the aspiration and realistic perspective of being the most valuable enterprise software company in the world,” he told analysts.Global marketing intelligence firm IDC previously ranked Palantir as the No. 1 AI software platform in terms of market share and revenue. The big data outfit’s Foundry and Gotham platforms for business and government, respectively, provided the lengthy runway necessary for making data management possible. Now AIP promises to go the next step by allowing businesses to run large language models like OpenAI’s GPT-4 on private networks. Not everyone is convinced, but Wedbush Securities analyst Dan Ives calls Palantir “the best pure-play AI name, in terms of them monetizing, not just on the government side but on the enterprise side when it comes to AI.”Making money off of AI will be key for businesses hoping to cash in on the revolution. Palantir is making good on that promise. Enterprise clients grew 8% sequentially in the second quarter and were up 38% year over year. That pushed U.S. enterprise revenue up 20% to $103 million. U.S. government revenue hit $302 million, some 15% higher than a year ago. The Wedbush analyst calls Palantir Technologies “the gold standard in AI.” An investment should readily triple as the sort of growth expected from AI materializes.ASML Holding (ASML)Chipmakers like Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) grab the headlines when it comes to AI chips, but ASML Holding (NASDAQ: ASML) is the real power hiding behind the curtain. ASML is a large semiconductor supplier and the world’s only supplier of extreme ultraviolet lithography (EUV) photolithography machines. That is the equipment necessary for chipmakers to manufacture the most advanced chips. ASML counts Intel (NASDAQ: INTC), TSM, and Samsung as customers of its specialized equipment. Look at AMSL as selling the picks and shovels to the AI gold miners.Yet shares are down. While up 9% year-to-date, ASML stock is off 22% from its 52-week high. It’s a result of macroeconomic and regulatory concerns slowing sales. PC sales continue their secular decline while sales of advanced equipment to China will come under tighter control in 2024. Because that pulled forward sales into the third quarter, ASML guided towards flat revenues next year.ASML’s machines are not mass-made items. It built just 345 lithography systems last year, 81 immersion systems and only 40 EUV machines. While Samsung and Intel have been buying as many as ASML can produce, it’s a slow process. Yet as the demands of AI force chipmakers and foundries to increase their output, ASML will see sales grow. That’s especially true as it increases capacity. It seeks to have the capacity to produce 600 deep ultraviolet machines and 90 EUV machines by 2025. It also wants to build 20 EUV lithography machines annually by 2027.With the stock down, that gives investors a chance to get in cheap and reap the rewards later.Microsoft (MSFT)Tech giant Microsoft (NASDAQ: MSFT) is integrating artificial intelligence into all of its products and services. It’s an investor in ChatGPT’s parent OpenAI and is making the generative AI chatbot a component of its Bing search engine. It also put it into its Teams collaborative tools and made it an integral part of its Azure Cloud Services platform.Microsoft is also the owner of Copilot parent GitHub. A recent Wall Street Journal article says the tech giant is running Copilot at a loss. Recently reports claim the company loses $80 per month on it. Although a loss leader, Microsoft could still use the efficiency and cost-savings that Cathie Wood says AI promises. And it just might.The Register says Microsoft is expected to unveil a new chip specifically designed for AI next month. The custom AI accelerator will help the company reduce its reliance on and the costs associated with Nvidia’s AI chips.Shares of the tech leader are up 38% this year. Yet at 31 times earnings estimates and almost 2x sales, it’s not such a far-fetched premium for a leading player. Look for AI to give a three-fold generative boost to Microsoft stock in the years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220664318279712,"gmtCreate":1694894371650,"gmtModify":1694894379460,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a>What is your view? Please reply&nbsp;","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a>What is your view? Please reply&nbsp;","text":"$S&P 500(.SPX)$ What is your view? Please reply","images":[{"img":"https://community-static.tradeup.com/news/ca47c12b00248e1a340fdf38e4202da7","width":"1179","height":"7335"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220664318279712","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":220332729466992,"gmtCreate":1694813567661,"gmtModify":1694813573693,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>What's next?","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>What's next?","text":"$Meta Platforms, Inc.(META)$ What's next?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220332729466992","isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":217462129496064,"gmtCreate":1694115267720,"gmtModify":1694115273029,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a>Please comment like and share. Thanks&nbsp;","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a>Please comment like and share. Thanks&nbsp;","text":"$Coinbase Global, Inc.(COIN)$ Please comment like and share. Thanks","images":[{"img":"https://community-static.tradeup.com/news/9c3d5f139ae414d35548d3119d7ed6c0","width":"1179","height":"7872"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217462129496064","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":211079792824344,"gmtCreate":1692558030340,"gmtModify":1692558034534,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Sure it is.&nbsp;","listText":"Sure it is.&nbsp;","text":"Sure it is.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211079792824344","repostId":"210417688699040","repostType":1,"repost":{"id":210417688699040,"gmtCreate":1692396213139,"gmtModify":1692396282988,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Is Nio A Buy? ","htmlText":"🌟🌟🌟<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> Has been on a wild roller coaster ride this week.&nbsp; Its share price has tumbled down 7% today&nbsp; and in the past 5 days, it has dropped almost 14%.&nbsp; However Nio is up 10% year todate but still down&nbsp; from its high of USD 22.74 in the past year. Is Nio A Buy now? Tesla has recently reduced its prices of Model Y by over USD 1900 in China.&nbsp; It is also giving an insurance subsidy for its Model 3.&nbsp; This has put pressure on the other EV makers to cut price in order to remain competitive.&nbsp;&nbsp; Nio is also facing macro headwinds as China's economy is slowing down.&nbsp; On the plus side, Nio has announced that CYVN Holdings, a company owned by the Abu Dhabi Government has i","listText":"🌟🌟🌟<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> Has been on a wild roller coaster ride this week.&nbsp; Its share price has tumbled down 7% today&nbsp; and in the past 5 days, it has dropped almost 14%.&nbsp; However Nio is up 10% year todate but still down&nbsp; from its high of USD 22.74 in the past year. Is Nio A Buy now? Tesla has recently reduced its prices of Model Y by over USD 1900 in China.&nbsp; It is also giving an insurance subsidy for its Model 3.&nbsp; This has put pressure on the other EV makers to cut price in order to remain competitive.&nbsp;&nbsp; Nio is also facing macro headwinds as China's economy is slowing down.&nbsp; On the plus side, Nio has announced that CYVN Holdings, a company owned by the Abu Dhabi Government has i","text":"🌟🌟🌟$NIO Inc.(NIO)$ Has been on a wild roller coaster ride this week. Its share price has tumbled down 7% today and in the past 5 days, it has dropped almost 14%. However Nio is up 10% year todate but still down from its high of USD 22.74 in the past year. Is Nio A Buy now? Tesla has recently reduced its prices of Model Y by over USD 1900 in China. It is also giving an insurance subsidy for its Model 3. This has put pressure on the other EV makers to cut price in order to remain competitive. Nio is also facing macro headwinds as China's economy is slowing down. On the plus side, Nio has announced that CYVN Holdings, a company owned by the Abu Dhabi Government has i","images":[{"img":"https://community-static.tradeup.com/news/a0fa79138dd2b5afc1a30ff751598a9c","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/cde19dafd260a7957a29456eb7903704","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/d26f922cb8251288479547d86205d617","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210417688699040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211079827488888,"gmtCreate":1692558011055,"gmtModify":1692558015398,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211079827488888","repostId":"210826739769448","repostType":1,"repost":{"id":210826739769448,"gmtCreate":1692496064098,"gmtModify":1692499735125,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Unveiling BlackRock's Strategic Move on Palo Alto Networks","htmlText":"BlackRock, a global titan in asset management with a colossal portfolio exceeding $10 trillion, holds sway over the financial realm like few others. Under the stewardship of its renowned CEO, Larry Fink, BlackRock's decisions reverberate across economies and markets, making it a pivotal force in the investment landscape. The recent surge in its stake in <a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$&nbsp;</a>, a leader in the cybersecurity domain, is a testament to BlackRock's foresight and the strategic importance it places on navigating the ever-evolving technology sector. Leading the charge in the cybersecurity landscape is Palo Alto Networks, a company with a resounding mission to&nbsp;protect&nbsp;the digital realm against escalating cyber threats. Born in 2005, Pal","listText":"BlackRock, a global titan in asset management with a colossal portfolio exceeding $10 trillion, holds sway over the financial realm like few others. Under the stewardship of its renowned CEO, Larry Fink, BlackRock's decisions reverberate across economies and markets, making it a pivotal force in the investment landscape. The recent surge in its stake in <a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$&nbsp;</a>, a leader in the cybersecurity domain, is a testament to BlackRock's foresight and the strategic importance it places on navigating the ever-evolving technology sector. Leading the charge in the cybersecurity landscape is Palo Alto Networks, a company with a resounding mission to&nbsp;protect&nbsp;the digital realm against escalating cyber threats. Born in 2005, Pal","text":"BlackRock, a global titan in asset management with a colossal portfolio exceeding $10 trillion, holds sway over the financial realm like few others. Under the stewardship of its renowned CEO, Larry Fink, BlackRock's decisions reverberate across economies and markets, making it a pivotal force in the investment landscape. The recent surge in its stake in $Palo Alto Networks(PANW)$ , a leader in the cybersecurity domain, is a testament to BlackRock's foresight and the strategic importance it places on navigating the ever-evolving technology sector. Leading the charge in the cybersecurity landscape is Palo Alto Networks, a company with a resounding mission to protect the digital realm against escalating cyber threats. Born in 2005, Pal","images":[{"img":"https://community-static.tradeup.com/news/85f32fb25b508dc9a5a2992f7870e97c","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/d4c7586ca4496c3c83e929d07b21f55f","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/15513d46863e6062920f0b14b51ff5ce","width":"1515","height":"1317"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210826739769448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211079945449696,"gmtCreate":1692557993175,"gmtModify":1692557997627,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211079945449696","repostId":"210657746620640","repostType":1,"repost":{"id":210657746620640,"gmtCreate":1692454917290,"gmtModify":1692455092248,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"🚨 VinFast's Volatile Debut Signals Dangers Amidst Excitement","htmlText":"The electric vehicle (EV) industry is undeniably one of the most promising sectors in today's market, with companies racing to secure their place in the future of transportation. Amidst this fervor, <a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$</a>, a Vietnamese electric automaker, made a grand entrance onto the Nasdaq, sending shockwaves through the financial world. However, as the dust settles, concerns emerge about the company's rapid rise and the potential dangers that lie beneath. VinFast began trading on the Nasdaq Tuesday. VinFast's debut was nothing short of spectacular. The company surged an astounding 255% on a trading day, capturing attention and amassing a market capitalization that momentarily surpassed established giants like <a href=\"https://ttm.financial/S/GM\">$</a>","listText":"The electric vehicle (EV) industry is undeniably one of the most promising sectors in today's market, with companies racing to secure their place in the future of transportation. Amidst this fervor, <a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$</a>, a Vietnamese electric automaker, made a grand entrance onto the Nasdaq, sending shockwaves through the financial world. However, as the dust settles, concerns emerge about the company's rapid rise and the potential dangers that lie beneath. VinFast began trading on the Nasdaq Tuesday. VinFast's debut was nothing short of spectacular. The company surged an astounding 255% on a trading day, capturing attention and amassing a market capitalization that momentarily surpassed established giants like <a href=\"https://ttm.financial/S/GM\">$</a>","text":"The electric vehicle (EV) industry is undeniably one of the most promising sectors in today's market, with companies racing to secure their place in the future of transportation. Amidst this fervor, $VinFast Auto(VFS)$, a Vietnamese electric automaker, made a grand entrance onto the Nasdaq, sending shockwaves through the financial world. However, as the dust settles, concerns emerge about the company's rapid rise and the potential dangers that lie beneath. VinFast began trading on the Nasdaq Tuesday. VinFast's debut was nothing short of spectacular. The company surged an astounding 255% on a trading day, capturing attention and amassing a market capitalization that momentarily surpassed established giants like $","images":[{"img":"https://community-static.tradeup.com/news/3b6c65dfc9e1f0aa64750864e7c13d97","width":"591","height":"440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210657746620640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208428714987744,"gmtCreate":1691909771182,"gmtModify":1691909774683,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWST\">$Twist Bioscience Corp(TWST)$&nbsp;</a>What do you say?","listText":"<a href=\"https://ttm.financial/S/TWST\">$Twist Bioscience Corp(TWST)$&nbsp;</a>What do you say?","text":"$Twist Bioscience Corp(TWST)$ What do you say?","images":[{"img":"https://community-static.tradeup.com/news/0c7cde1926282f8ff5a5bbcbcc45f3a4","width":"1179","height":"7872"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/208428714987744","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":206813524758688,"gmtCreate":1691521853738,"gmtModify":1691521857668,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"It will gain based on good financial result.&nbsp; Cheers&nbsp;","listText":"It will gain based on good financial result.&nbsp; Cheers&nbsp;","text":"It will gain based on good financial result. Cheers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206813524758688","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206461431570536,"gmtCreate":1691437501770,"gmtModify":1691437506811,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>Any predictions?","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>Any predictions?","text":"$NIO Inc.(NIO)$ Any predictions?","images":[{"img":"https://community-static.tradeup.com/news/086e78c541eb4b6af4e33367c60573f9","width":"1179","height":"7980"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206461431570536","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":204353094959328,"gmtCreate":1690924280958,"gmtModify":1690924285071,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>What is happening here?","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>What is happening here?","text":"$Meta Platforms, Inc.(META)$ What is happening here?","images":[{"img":"https://community-static.tradeup.com/news/fe1eda5f89322786b49f4c095ce9ef5c","width":"1179","height":"7723"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204353094959328","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":203109370061040,"gmtCreate":1690616420090,"gmtModify":1690616425433,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203109370061040","repostId":"202919397732368","repostType":1,"repost":{"id":202919397732368,"gmtCreate":1690551384517,"gmtModify":1690551498319,"author":{"id":"3527667645834579","authorId":"3527667645834579","name":"OptionsBB","avatar":"https://community-static.tradeup.com/news/d77352af64bc1f2e2b196137b6c9a363","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667645834579","authorIdStr":"3527667645834579"},"themes":[],"title":"Options Spy: Microsoft's large order suggests short-term stock pressure","htmlText":"U.S. stocks opened higher and lower on Thursday, with financials and airlines weaker, as the fear gauge, the VIX, surged the most since May.The Dow snapped a 13-session winning streak, while the S&amp;P and S&amp;P fell more than 0.5 percent and the Dow bucked the trend, rising 1.86 percent. The 10-year Treasury yield hit 4 percent and the yen rose.After the Fed raised interest rates by 25 basis points on Wednesday as expected, the European Central Bank announced on Thursday to raise three main interest rates by 25 basis points, of which the most important deposit rate increased to 3.75%, reaching a new high since 2001, European Central Bank President Christine Lagarde said at the press conference after the meeting that the future interest rate decision is determined by economic data.Micro","listText":"U.S. stocks opened higher and lower on Thursday, with financials and airlines weaker, as the fear gauge, the VIX, surged the most since May.The Dow snapped a 13-session winning streak, while the S&amp;P and S&amp;P fell more than 0.5 percent and the Dow bucked the trend, rising 1.86 percent. The 10-year Treasury yield hit 4 percent and the yen rose.After the Fed raised interest rates by 25 basis points on Wednesday as expected, the European Central Bank announced on Thursday to raise three main interest rates by 25 basis points, of which the most important deposit rate increased to 3.75%, reaching a new high since 2001, European Central Bank President Christine Lagarde said at the press conference after the meeting that the future interest rate decision is determined by economic data.Micro","text":"U.S. stocks opened higher and lower on Thursday, with financials and airlines weaker, as the fear gauge, the VIX, surged the most since May.The Dow snapped a 13-session winning streak, while the S&P and S&P fell more than 0.5 percent and the Dow bucked the trend, rising 1.86 percent. The 10-year Treasury yield hit 4 percent and the yen rose.After the Fed raised interest rates by 25 basis points on Wednesday as expected, the European Central Bank announced on Thursday to raise three main interest rates by 25 basis points, of which the most important deposit rate increased to 3.75%, reaching a new high since 2001, European Central Bank President Christine Lagarde said at the press conference after the meeting that the future interest rate decision is determined by economic data.Micro","images":[{"img":"https://static.tigerbbs.com/deb170d6ab43b7d03716cd135776d4b7","width":"2324","height":"732"},{"img":"https://static.tigerbbs.com/a3ff7d4f0b11ea00a4dd24c1a5078734","width":"2306","height":"1250"},{"img":"https://static.tigerbbs.com/c5d20635fe5e3d5fd5b3859c2678f933","width":"2312","height":"1350"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202919397732368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9945694267,"gmtCreate":1681442564260,"gmtModify":1681444719668,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Fine//<a href=\"https://ttm.financial/U/3583644431775375\">@kslee9566</a>:ok//<a href=\"https://laohu8.com/U/3584000002603956\">@mikeong</a>:good//<a href=\"https://laohu8.com/U/4090382051893560\">@Deshost</a>: An interesting read and just that - interesting with no supporting arguments why these 3 stocks benefit. If the 3 hurdles are unresolvable in the near future, what do you think will happen to the 3 stocks especially Ford and GM. They're still there primarily because of their sheer sizes built up during the great American industrial revolution and they're bleeding. Tesla which is the greatest hope America ever have in today's automobile world is resorting to cheap price war to make the numbers and this definitely is not what a growth company should be doing unless it's a seasonal marketing","listText":"Fine//<a href=\"https://ttm.financial/U/3583644431775375\">@kslee9566</a>:ok//<a href=\"https://laohu8.com/U/3584000002603956\">@mikeong</a>:good//<a href=\"https://laohu8.com/U/4090382051893560\">@Deshost</a>: An interesting read and just that - interesting with no supporting arguments why these 3 stocks benefit. If the 3 hurdles are unresolvable in the near future, what do you think will happen to the 3 stocks especially Ford and GM. They're still there primarily because of their sheer sizes built up during the great American industrial revolution and they're bleeding. Tesla which is the greatest hope America ever have in today's automobile world is resorting to cheap price war to make the numbers and this definitely is not what a growth company should be doing unless it's a seasonal marketing","text":"Fine//@kslee9566:ok//@mikeong:good//@Deshost: An interesting read and just that - interesting with no supporting arguments why these 3 stocks benefit. If the 3 hurdles are unresolvable in the near future, what do you think will happen to the 3 stocks especially Ford and GM. They're still there primarily because of their sheer sizes built up during the great American industrial revolution and they're bleeding. Tesla which is the greatest hope America ever have in today's automobile world is resorting to cheap price war to make the numbers and this definitely is not what a growth company should be doing unless it's a seasonal marketing","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":11,"repostSize":1,"link":"https://ttm.financial/post/9945694267","repostId":"2327997162","repostType":4,"repost":{"id":"2327997162","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1681434388,"share":"https://ttm.financial/m/news/2327997162?lang=&edition=fundamental","pubTime":"2023-04-14 09:06","market":"us","language":"en","title":"3 Hurdles for Biden's EV Plan and 3 Stocks That Benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=2327997162","media":"Dow Jones","summary":"The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars s","content":"<html><head></head><body><p>The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars sold within less than a decade likely won’t reach its goal, but that won’t matter for investors who play their cards right.</p><p>Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, the electric-vehicle leader, and stock of EV followers <a href=\"https://laohu8.com/S/F\">Ford Motor </a> and <a href=\"https://laohu8.com/S/GM\">General Motors </a> can continue to power ahead regardless. And there are other ways to play the EV trend no matter where EVs’ share of the market winds up in 2032.</p><p>The effort, which marks the third element in a push by President Joe Biden, is nothing if not aggressive, but it is likely to run into trouble in terms of its sheer costs. Consumers’ tastes and the need for charging infrastructure are additional challenges.</p><p>In August 2021, Biden got the U.S. car industry to agree that lifting EVs’ share of new-car sales to 50% by 2030 was doable. A year later, Biden signed the Inflation Reduction Act, which included tax credits for people who buy EVs. The latest move came Wednesday, when the Environmental Protection Agency proposed strict emission standards for the 2027 to 2032 vehicle model years.</p><p>Car companies will have to sell far more zero-emission vehicles to comply.</p><p>The auto industry’s initial reaction runs along the lines of “Hey, what gives?” Car makers seeking to meet the 50% goal are already investing hundreds of billions of dollars in developing EVs and building capacity to crank out batteries and assemble the cars.</p><p>That is the first hurdle to the EPA/Biden EV plan. Auto makers’ capital is limited, while a new assembly plant, tooling, and a battery facility with capacity to make roughly 500,000 EVs a year costs roughly $8 billion. It also takes a couple of years to complete that infrastructure and ramp up output.</p><p>Hitting Biden’s 50% EV goal requires roughly $120 billion in capital spending dedicated to EVs. The 67% goal calls for about $160 billion.</p><p>The extra $40 billion might not seem like a stretch, but the auto industry doesn’t exactly print money. The entire industry, outside of China, generates about $200 billion in cash from operations in a good year. It spends roughly half that on new plants and equipment.</p><p>The $100 billion includes markets outside of the U.S., and most of the money goes to support car companies’ existing businesses. If auto makers don’t renew their products, they can suddenly find themselves with no cash flow to fund capital projects.</p><p>Investors might assume that capital for new lithium or copper capacity could be a hurdle too, but that isn’t really the case. Lithium demand, and production, would need to increase roughly sixfold instead of fivefold over the coming decade to meet a more aggressive adoption goal.</p><p>That would cost only another $5 billion to $8 billion in capital—significant money but not a staggering amount. The mining industry is a lot smaller than the auto industry and the material is available to be dug up.</p><p>Investors might also assume that regulations are what determine EV adoption rates, but the historical record points in another direction. While EVs were on sale before Tesla, no one really cared. The Model 3 brought popular EVs to the masses, with sales of about 3.5 million Model 3 and Model Y vehicles, built on the same platform, over the life of the program.</p><p>It took Tesla about five years to do that, from mid-2017 to early 2023. Between 2010 and 2020, Nissan (7201. Japan) sold about 500,000 Leaf EVs around the globe, meaning that Tesla sold 7.5 times the vehicles in half the time.</p><p>The point is that consumer buy what they like. EVs will only represent 50% or 67% of new car sales if they are better cars.</p><p>Things are trending in that direction, but there is some distance to go. Today, EVs cost a little more up front, but they are cheaper to maintain and power. Batteries are getting cheaper; a decline of roughly 40% from today’s levels would mean EVs cost the same as internal-combustion cars.</p><p>“Cheap batteries are important, but adequate recharging infrastructure is probably a more important issue in terms of adoption,” said Nicholas Colas, a co-founder of DataTrek Research and former auto analyst.</p><p>Charging is the third hurdle. According to Colas, the average American drives about twice as much as the average European, so the U.S. will need more EV chargers that Western Europe.</p><p>Investors shouldn’t get too wound up about the 67% goal. “The more relevant thing is what do [EPA rules] do to the rate of change,” said Baird auto analyst Luke Junk.</p><p>Junk says a faster shift toward EVs is possible, which would be a good thing for parts suppliers that support the EV transition. Aptiv (APTV), TE Connectivity (TEL) and BorgWarner (BWA), he said, are suppliers that will do fine at a slower EV adoption pace and better if adoptions accelerates. He rates shares of all three at Buy.</p><p>Junk also raised some potential unintended consequences of the EPA goal.</p><p>For one, more investment to make more EVs faster will leave less capital available for developing self-driving cars. That is a negative for commuters who want to text and drive.</p><p>There is a positive too. More EVs in the U.S. would mean the U.S. moves closer to European regulations. Uniformity in both markets would save the industry some money.</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>3 Hurdles for Biden's EV Plan and 3 Stocks That Benefit</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\">\n3 Hurdles for Biden's EV Plan and 3 Stocks That Benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2023-04-14 09:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars sold within less than a decade likely won’t reach its goal, but that won’t matter for investors who play their cards right.</p><p>Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, the electric-vehicle leader, and stock of EV followers <a href=\"https://laohu8.com/S/F\">Ford Motor </a> and <a href=\"https://laohu8.com/S/GM\">General Motors </a> can continue to power ahead regardless. And there are other ways to play the EV trend no matter where EVs’ share of the market winds up in 2032.</p><p>The effort, which marks the third element in a push by President Joe Biden, is nothing if not aggressive, but it is likely to run into trouble in terms of its sheer costs. Consumers’ tastes and the need for charging infrastructure are additional challenges.</p><p>In August 2021, Biden got the U.S. car industry to agree that lifting EVs’ share of new-car sales to 50% by 2030 was doable. A year later, Biden signed the Inflation Reduction Act, which included tax credits for people who buy EVs. The latest move came Wednesday, when the Environmental Protection Agency proposed strict emission standards for the 2027 to 2032 vehicle model years.</p><p>Car companies will have to sell far more zero-emission vehicles to comply.</p><p>The auto industry’s initial reaction runs along the lines of “Hey, what gives?” Car makers seeking to meet the 50% goal are already investing hundreds of billions of dollars in developing EVs and building capacity to crank out batteries and assemble the cars.</p><p>That is the first hurdle to the EPA/Biden EV plan. Auto makers’ capital is limited, while a new assembly plant, tooling, and a battery facility with capacity to make roughly 500,000 EVs a year costs roughly $8 billion. It also takes a couple of years to complete that infrastructure and ramp up output.</p><p>Hitting Biden’s 50% EV goal requires roughly $120 billion in capital spending dedicated to EVs. The 67% goal calls for about $160 billion.</p><p>The extra $40 billion might not seem like a stretch, but the auto industry doesn’t exactly print money. The entire industry, outside of China, generates about $200 billion in cash from operations in a good year. It spends roughly half that on new plants and equipment.</p><p>The $100 billion includes markets outside of the U.S., and most of the money goes to support car companies’ existing businesses. If auto makers don’t renew their products, they can suddenly find themselves with no cash flow to fund capital projects.</p><p>Investors might assume that capital for new lithium or copper capacity could be a hurdle too, but that isn’t really the case. Lithium demand, and production, would need to increase roughly sixfold instead of fivefold over the coming decade to meet a more aggressive adoption goal.</p><p>That would cost only another $5 billion to $8 billion in capital—significant money but not a staggering amount. The mining industry is a lot smaller than the auto industry and the material is available to be dug up.</p><p>Investors might also assume that regulations are what determine EV adoption rates, but the historical record points in another direction. While EVs were on sale before Tesla, no one really cared. The Model 3 brought popular EVs to the masses, with sales of about 3.5 million Model 3 and Model Y vehicles, built on the same platform, over the life of the program.</p><p>It took Tesla about five years to do that, from mid-2017 to early 2023. Between 2010 and 2020, Nissan (7201. Japan) sold about 500,000 Leaf EVs around the globe, meaning that Tesla sold 7.5 times the vehicles in half the time.</p><p>The point is that consumer buy what they like. EVs will only represent 50% or 67% of new car sales if they are better cars.</p><p>Things are trending in that direction, but there is some distance to go. Today, EVs cost a little more up front, but they are cheaper to maintain and power. Batteries are getting cheaper; a decline of roughly 40% from today’s levels would mean EVs cost the same as internal-combustion cars.</p><p>“Cheap batteries are important, but adequate recharging infrastructure is probably a more important issue in terms of adoption,” said Nicholas Colas, a co-founder of DataTrek Research and former auto analyst.</p><p>Charging is the third hurdle. According to Colas, the average American drives about twice as much as the average European, so the U.S. will need more EV chargers that Western Europe.</p><p>Investors shouldn’t get too wound up about the 67% goal. “The more relevant thing is what do [EPA rules] do to the rate of change,” said Baird auto analyst Luke Junk.</p><p>Junk says a faster shift toward EVs is possible, which would be a good thing for parts suppliers that support the EV transition. Aptiv (APTV), TE Connectivity (TEL) and BorgWarner (BWA), he said, are suppliers that will do fine at a slower EV adoption pace and better if adoptions accelerates. He rates shares of all three at Buy.</p><p>Junk also raised some potential unintended consequences of the EPA goal.</p><p>For one, more investment to make more EVs faster will leave less capital available for developing self-driving cars. That is a negative for commuters who want to text and drive.</p><p>There is a positive too. More EVs in the U.S. would mean the U.S. moves closer to European regulations. Uniformity in both markets would save the industry some money.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4511":"特斯拉概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","F":"福特汽车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4504":"桥水持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4550":"红杉资本持仓","BK4580":"工业 4.0","GM":"通用汽车","LU0056508442.USD":"贝莱德世界科技基金A2","TSLA":"特斯拉","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4588":"碎股","BK4555":"新能源车","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4574":"无人驾驶","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327997162","content_text":"The Biden administration’s effort to have electric vehicles account for two-thirds of all new cars sold within less than a decade likely won’t reach its goal, but that won’t matter for investors who play their cards right.Shares of Tesla, the electric-vehicle leader, and stock of EV followers Ford Motor  and General Motors  can continue to power ahead regardless. And there are other ways to play the EV trend no matter where EVs’ share of the market winds up in 2032.The effort, which marks the third element in a push by President Joe Biden, is nothing if not aggressive, but it is likely to run into trouble in terms of its sheer costs. Consumers’ tastes and the need for charging infrastructure are additional challenges.In August 2021, Biden got the U.S. car industry to agree that lifting EVs’ share of new-car sales to 50% by 2030 was doable. A year later, Biden signed the Inflation Reduction Act, which included tax credits for people who buy EVs. The latest move came Wednesday, when the Environmental Protection Agency proposed strict emission standards for the 2027 to 2032 vehicle model years.Car companies will have to sell far more zero-emission vehicles to comply.The auto industry’s initial reaction runs along the lines of “Hey, what gives?” Car makers seeking to meet the 50% goal are already investing hundreds of billions of dollars in developing EVs and building capacity to crank out batteries and assemble the cars.That is the first hurdle to the EPA/Biden EV plan. Auto makers’ capital is limited, while a new assembly plant, tooling, and a battery facility with capacity to make roughly 500,000 EVs a year costs roughly $8 billion. It also takes a couple of years to complete that infrastructure and ramp up output.Hitting Biden’s 50% EV goal requires roughly $120 billion in capital spending dedicated to EVs. The 67% goal calls for about $160 billion.The extra $40 billion might not seem like a stretch, but the auto industry doesn’t exactly print money. The entire industry, outside of China, generates about $200 billion in cash from operations in a good year. It spends roughly half that on new plants and equipment.The $100 billion includes markets outside of the U.S., and most of the money goes to support car companies’ existing businesses. If auto makers don’t renew their products, they can suddenly find themselves with no cash flow to fund capital projects.Investors might assume that capital for new lithium or copper capacity could be a hurdle too, but that isn’t really the case. Lithium demand, and production, would need to increase roughly sixfold instead of fivefold over the coming decade to meet a more aggressive adoption goal.That would cost only another $5 billion to $8 billion in capital—significant money but not a staggering amount. The mining industry is a lot smaller than the auto industry and the material is available to be dug up.Investors might also assume that regulations are what determine EV adoption rates, but the historical record points in another direction. While EVs were on sale before Tesla, no one really cared. The Model 3 brought popular EVs to the masses, with sales of about 3.5 million Model 3 and Model Y vehicles, built on the same platform, over the life of the program.It took Tesla about five years to do that, from mid-2017 to early 2023. Between 2010 and 2020, Nissan (7201. Japan) sold about 500,000 Leaf EVs around the globe, meaning that Tesla sold 7.5 times the vehicles in half the time.The point is that consumer buy what they like. EVs will only represent 50% or 67% of new car sales if they are better cars.Things are trending in that direction, but there is some distance to go. Today, EVs cost a little more up front, but they are cheaper to maintain and power. Batteries are getting cheaper; a decline of roughly 40% from today’s levels would mean EVs cost the same as internal-combustion cars.“Cheap batteries are important, but adequate recharging infrastructure is probably a more important issue in terms of adoption,” said Nicholas Colas, a co-founder of DataTrek Research and former auto analyst.Charging is the third hurdle. According to Colas, the average American drives about twice as much as the average European, so the U.S. will need more EV chargers that Western Europe.Investors shouldn’t get too wound up about the 67% goal. “The more relevant thing is what do [EPA rules] do to the rate of change,” said Baird auto analyst Luke Junk.Junk says a faster shift toward EVs is possible, which would be a good thing for parts suppliers that support the EV transition. Aptiv (APTV), TE Connectivity (TEL) and BorgWarner (BWA), he said, are suppliers that will do fine at a slower EV adoption pace and better if adoptions accelerates. He rates shares of all three at Buy.Junk also raised some potential unintended consequences of the EPA goal.For one, more investment to make more EVs faster will leave less capital available for developing self-driving cars. That is a negative for commuters who want to text and drive.There is a positive too. More EVs in the U.S. would mean the U.S. moves closer to European regulations. Uniformity in both markets would save the industry some money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988774925,"gmtCreate":1666840871967,"gmtModify":1676537815191,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9988774925","repostId":"1191968759","repostType":4,"repost":{"id":"1191968759","kind":"news","pubTimestamp":1666842903,"share":"https://ttm.financial/m/news/1191968759?lang=&edition=fundamental","pubTime":"2022-10-27 11:55","market":"us","language":"en","title":"The 3 Hottest Stocks to Watch This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=1191968759","media":"InvestorPlace","summary":"These three earnings reports are among the most important for investors to pay attention to.Apple(AA","content":"<html><head></head><body><ul><li>These three earnings reports are among the most important for investors to pay attention to.</li><li><b>Apple</b>(<b>AAPL</b>): All eyes will be on the company’s iPhone 14 sales.</li><li><b>Amazon</b>(<b>AMZN</b>): About 63% of Americans are living paycheck to paycheck.</li><li><b>Exxon Mobil</b>(<b>XOM</b>): Oil giant in prime position to give more money back to shareholders.</li></ul><p>Much like the first half of the year, the second half started out just as rough. However, there are still top stocks to watch. As inflation remains stubbornly high, consumers are struggling. Nearly63% of Americans are now living paycheck to paycheck. Thus, there are clear recession fears brewing. This is based mainly on the fear that the Federal Reserve may be getting far too aggressive with interest rate hikes. That said, there are expectations the Fed may be backing off of its aggressive stance, as to avoid pushing the economy over the edge.</p><p>The world is still dealing with the Russia-Ukraine war. TheInternational Monetary Fundis warning of a global recession. Chinaimposed lockdownsto fight the coronavirus. In short, the world is dealing with a slow-motion train wreck that could get worse before it gets better.</p><p>Earnings season is also under way. While top stocks to watch, such as <b>Coca-Cola</b>(NYSE:<b><u>KO</u></b>), <b>Visa</b>(NYSE:<b><u>V</u></b>), <b>Chipotle</b>(NYSE:<b><u>CMG</u></b>), <b>General Electric</b>(NYSE:<b><u>GE</u></b>), <b>General Motors</b>(NYSE:<b><u>GM</u></b>) and dozens more beat earnings, some big names such as <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) dipped on its cloud growth miss and weak guidance. Even <b>Alphabet</b>(NASDAQ:<b><u>GOOGL</u></b>) just slipped on a disappointing earnings report.</p><p>We’ll also get earnings from these market-moving heavyweights, too.</p><p><b>Apple (AAPL)</b></p><p>One of the top stocks to watch is <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), which will post its fourth quarter earnings on Oct. 27. In this report, all eyes will be on its iPhone 14 sales.</p><p>Investors want to see if the latest release is on pace for a solid growth cycle, or if global macro issues have started to weigh down demand. At the moment, the Street is looking for earnings per share of $1.27 on sales of $88.79 million.</p><p><b>Deutsche Bank</b>(NYSE:<b>DB</b>) analyst Sidney Ho expects Apple earnings to be in line with expectations. In addition, as noted byTheFly.com, “Ho thinks [Apple’s] slower growth is already anticipated by the market, especially given recent media reports suggesting Apple is cutting iPhone orders and the stock pulling back 20% from the August peak. He also believes the company’s ‘strong balance sheet will shine in the current environment,’ supporting its dividend payments and share repurchases totaling $100B annually.”</p><p><b>Morgan Stanley</b>(NYSE:<b>MS</b>) analyst Eric Woodring sees Q4 revenue of $90.1 billion, and December quarter revenue of $133.7 billion. Both would be above analyst expectations. The analyst also says Apple is his top pick, reiterating an overweight rating, with a price target of $177.</p><p>After plummeting from $175 to $135, it appears most of the market’s negativity has been priced in. Unless something shocking is uncovered in the earnings report, I’d like to see the Apple stock challenge prior resistance around $162.50.</p><p><b>Amazon (AMZN)</b></p><p><b>Amazon</b>(NASDAQ:AMZN) will also release earnings on Oct. 27, and is another one of the top stocks to watch. The Street expects the company to earn 22 cents per share on sales of $127.57 billion, as compared to earnings per share of 31 cents on sales of $110.81 billion year over year. There are also concerns that falling consumer demand could have a negative impact on the report, as well. Not helping matters, we have to remember that 63% of Americans are currently living paycheck to paycheck.</p><p>Indeed, many retailers, including Amazon have had to deal with inventory issues. That would explain why Amazon held a second Prime Day shopping event this year. “The good news is the consumer is still spending,”D.A. Davidson analyst Tom Forte told MarketWatch. “The bad news is they’re not spending on e-commerce.”</p><p>We should also note Amazon took a hit earlier this week on Microsoft’s cloud news. As reported byMarketWatch.com, Microsoft’s “Azure grew 35%, a marked slowdown from growth of 40% the previous quarter and 50% a year ago, and forecasts suggests it could fall toward 30% this quarter while overall revenue guidance misses Wall Street’s expectations by more than $2 billion.” Those cloud-growth concerns quickly spread to AMZN shares earlier this week.</p><p>There’s also plenty of news around the idea that Amazon is trying to tighten its operational spending. The company already said it would slow corporate hiring in retail. It also slowed down on opening new warehouses and distribution centers with the economy the way it is. We also have to consider that consumers are likely to tighten their belts this holiday season, with sky-high inflation.</p><p><b>Exxon Mobil (XOM)</b></p><p><b>Exxon Mobil</b>(NYSE:<b>XOM</b>) will post Q3 2022 earnings on Oct. 28. With the recent wild ride higher in the energy sector, companies like Exxon are generating record free cash flows, says analysts at<i>TipRanks.com</i>.They added, “Based on where oil and gas prices hovered during Q3, consensus earnings-per-share estimates point toward $3.81, implying a massive ~141% increase compared to last year, though slightly lower quarter-over-quarter as commodity prices did ease sequentially. Still, Q3 should be a massive quarter for Exxon.”</p><p>The company is also in a prime position to give more money back to shareholders. Exxon already increased its dividend to $15 billion, or $3.52 a share, which could rise further in the coming quarters. In addition, Exxon Mobil said its operating profit could come in around $11 billion from $6.7 billion year over year. Analysts also expect Exxon to pump out earnings per share of $3.80 on sales of $104.6 billion.</p><p>While that all sounds like great news, I do have to point out that XOM is technically overbought on RSI, MACD, and Williams’ %R. I’d wait to buy XOM stock on future pullbacks.</p></body></html>","source":"investorplace","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 3 Hottest Stocks to Watch This Earnings Season</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 3 Hottest Stocks to Watch This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/the-3-hottest-stocks-to-watch-this-earnings-season/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These three earnings reports are among the most important for investors to pay attention to.Apple(AAPL): All eyes will be on the company’s iPhone 14 sales.Amazon(AMZN): About 63% of Americans are ...</p>\n\n<a href=\"https://investorplace.com/2022/10/the-3-hottest-stocks-to-watch-this-earnings-season/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://investorplace.com/2022/10/the-3-hottest-stocks-to-watch-this-earnings-season/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191968759","content_text":"These three earnings reports are among the most important for investors to pay attention to.Apple(AAPL): All eyes will be on the company’s iPhone 14 sales.Amazon(AMZN): About 63% of Americans are living paycheck to paycheck.Exxon Mobil(XOM): Oil giant in prime position to give more money back to shareholders.Much like the first half of the year, the second half started out just as rough. However, there are still top stocks to watch. As inflation remains stubbornly high, consumers are struggling. Nearly63% of Americans are now living paycheck to paycheck. Thus, there are clear recession fears brewing. This is based mainly on the fear that the Federal Reserve may be getting far too aggressive with interest rate hikes. That said, there are expectations the Fed may be backing off of its aggressive stance, as to avoid pushing the economy over the edge.The world is still dealing with the Russia-Ukraine war. TheInternational Monetary Fundis warning of a global recession. Chinaimposed lockdownsto fight the coronavirus. In short, the world is dealing with a slow-motion train wreck that could get worse before it gets better.Earnings season is also under way. While top stocks to watch, such as Coca-Cola(NYSE:KO), Visa(NYSE:V), Chipotle(NYSE:CMG), General Electric(NYSE:GE), General Motors(NYSE:GM) and dozens more beat earnings, some big names such as Microsoft(NASDAQ:MSFT) dipped on its cloud growth miss and weak guidance. Even Alphabet(NASDAQ:GOOGL) just slipped on a disappointing earnings report.We’ll also get earnings from these market-moving heavyweights, too.Apple (AAPL)One of the top stocks to watch is Apple(NASDAQ:AAPL), which will post its fourth quarter earnings on Oct. 27. In this report, all eyes will be on its iPhone 14 sales.Investors want to see if the latest release is on pace for a solid growth cycle, or if global macro issues have started to weigh down demand. At the moment, the Street is looking for earnings per share of $1.27 on sales of $88.79 million.Deutsche Bank(NYSE:DB) analyst Sidney Ho expects Apple earnings to be in line with expectations. In addition, as noted byTheFly.com, “Ho thinks [Apple’s] slower growth is already anticipated by the market, especially given recent media reports suggesting Apple is cutting iPhone orders and the stock pulling back 20% from the August peak. He also believes the company’s ‘strong balance sheet will shine in the current environment,’ supporting its dividend payments and share repurchases totaling $100B annually.”Morgan Stanley(NYSE:MS) analyst Eric Woodring sees Q4 revenue of $90.1 billion, and December quarter revenue of $133.7 billion. Both would be above analyst expectations. The analyst also says Apple is his top pick, reiterating an overweight rating, with a price target of $177.After plummeting from $175 to $135, it appears most of the market’s negativity has been priced in. Unless something shocking is uncovered in the earnings report, I’d like to see the Apple stock challenge prior resistance around $162.50.Amazon (AMZN)Amazon(NASDAQ:AMZN) will also release earnings on Oct. 27, and is another one of the top stocks to watch. The Street expects the company to earn 22 cents per share on sales of $127.57 billion, as compared to earnings per share of 31 cents on sales of $110.81 billion year over year. There are also concerns that falling consumer demand could have a negative impact on the report, as well. Not helping matters, we have to remember that 63% of Americans are currently living paycheck to paycheck.Indeed, many retailers, including Amazon have had to deal with inventory issues. That would explain why Amazon held a second Prime Day shopping event this year. “The good news is the consumer is still spending,”D.A. Davidson analyst Tom Forte told MarketWatch. “The bad news is they’re not spending on e-commerce.”We should also note Amazon took a hit earlier this week on Microsoft’s cloud news. As reported byMarketWatch.com, Microsoft’s “Azure grew 35%, a marked slowdown from growth of 40% the previous quarter and 50% a year ago, and forecasts suggests it could fall toward 30% this quarter while overall revenue guidance misses Wall Street’s expectations by more than $2 billion.” Those cloud-growth concerns quickly spread to AMZN shares earlier this week.There’s also plenty of news around the idea that Amazon is trying to tighten its operational spending. The company already said it would slow corporate hiring in retail. It also slowed down on opening new warehouses and distribution centers with the economy the way it is. We also have to consider that consumers are likely to tighten their belts this holiday season, with sky-high inflation.Exxon Mobil (XOM)Exxon Mobil(NYSE:XOM) will post Q3 2022 earnings on Oct. 28. With the recent wild ride higher in the energy sector, companies like Exxon are generating record free cash flows, says analysts atTipRanks.com.They added, “Based on where oil and gas prices hovered during Q3, consensus earnings-per-share estimates point toward $3.81, implying a massive ~141% increase compared to last year, though slightly lower quarter-over-quarter as commodity prices did ease sequentially. Still, Q3 should be a massive quarter for Exxon.”The company is also in a prime position to give more money back to shareholders. Exxon already increased its dividend to $15 billion, or $3.52 a share, which could rise further in the coming quarters. In addition, Exxon Mobil said its operating profit could come in around $11 billion from $6.7 billion year over year. Analysts also expect Exxon to pump out earnings per share of $3.80 on sales of $104.6 billion.While that all sounds like great news, I do have to point out that XOM is technically overbought on RSI, MACD, and Williams’ %R. I’d wait to buy XOM stock on future pullbacks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329476920123448,"gmtCreate":1721444610365,"gmtModify":1721444619922,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> Cool","listText":"<a href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> Cool","text":"$Intuitive Surgical(ISRG)$ Cool","images":[{"img":"https://community-static.tradeup.com/news/e58677e2d8b6c6308dbeacaed93f3dc2","width":"1179","height":"7980"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329476920123448","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":289726314958848,"gmtCreate":1711740507268,"gmtModify":1711740512346,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Singaore -Marina Bay Sands Australia - Opera House Sydney China -Temple of Heaven New Zealand -Sky Tower Auckland Hongkong- Victoria Peak USA- Apple Park","listText":"Singaore -Marina Bay Sands Australia - Opera House Sydney China -Temple of Heaven New Zealand -Sky Tower Auckland Hongkong- Victoria Peak USA- Apple Park","text":"Singaore -Marina Bay Sands Australia - Opera House Sydney China -Temple of Heaven New Zealand -Sky Tower Auckland Hongkong- Victoria Peak USA- Apple Park","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289726314958848","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984708634,"gmtCreate":1667728249228,"gmtModify":1676537956571,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9984708634","repostId":"1179650981","repostType":4,"repost":{"id":"1179650981","kind":"news","pubTimestamp":1667698820,"share":"https://ttm.financial/m/news/1179650981?lang=&edition=fundamental","pubTime":"2022-11-06 09:40","market":"us","language":"en","title":"Chaos, Confusion at Twitter in Elon Musk’s First Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1179650981","media":"wall street journal","summary":"He said he gave a copy of the cartoon to Mr. Musk.On Monday, Mr. Cornet said he was summoned to work on new projects. Two days later, he received an email that read, in part: “We regret to inform you that your employment is terminated effective immediately. Your recent behavior has violated multiple policies.”He said he wasn’t sure which policies he had violated. He added that he had recently created a browser extension for downloading work emails, which he believed would help colleagues save im","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/eaf6c671c81ce0cff97e0f1328b85621\" tg-width=\"1278\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"/>Inside Twitter Inc. in the week after Elon Musk took it over, almost no one seemed to know for sure what was going on.</p><p>As Mr. Musk opined and joked on the platform about possible product changes, the mood among many inside the company was anxious and grim, according to interviews with employees. The one thing that seemed certain to employees was thatmany of them would soon lose their jobs, they said.</p><p>Late Thursday,the ax started falling, as the company hacked away large parts of the workforce of roughly 7,500 people, aiming to reduce costs and reshape Twitter to align with Mr. Musk’s vision. Befitting a platform built for real-time reaction, staffers tweeted as they lost access to company Slack and email accounts, not knowing for sure if that meant they were fired until official termination notices were sent on Friday morning.</p><p>The mass layoffs were the culmination of a dizzying week under Mr. Musk’s leadership, in which employees tried to adjust to his frenetic working style as their own futures at the company were in doubt. In internal messages and public posts, workers confronted the chaos with a mixture of anguish and wry jokes.</p><p>One programmer,Sheon Han, tweeted a picture of the Twitter logo next to a head of lettuce, in a spoof on theU.K. tabloid stuntto see if an unrefrigerated head of lettuce would last longer than Prime MinisterLiz Truss. In the case of Ms. Truss, the lettuce won.</p><p>“My employee login @Twitter vs. Lettuce,” Mr. Han tweeted on Wednesday night, adding, “Let’s goooooooooo.”</p><p>Mr. Han declined to provide comment about his employment status Friday.</p><p>Manu Cornet, a 41-year-old software engineer, said he was among the employees who met Mr. Musk at Twitter’s San Francisco headquarters in the billionaire’s first days as the self-styled “Chief Twit.”</p><p>Mr. Cornet, also an artist, had drawn a cartoon of a man who had accidentally broken a figurine of a bird resembling the Twitter logo, with another man saying: “You break it, you buy it!” He said he gave a copy of the cartoon to Mr. Musk.</p><p>On Monday, Mr. Cornet said he was summoned to work on new projects. Two days later, he received an email that read, in part: “We regret to inform you that your employment is terminated effective immediately. Your recent behavior has violated multiple policies.”</p><p>He said he wasn’t sure which policies he had violated. He added that he had recently created a browser extension for downloading work emails, which he believed would help colleagues save important documents in case they got laid off.</p><p>Mr. Cornet is among agroup of employees who filed a lawsuit against Twitterin San Francisco federal court accusing the company of violating federal and state law by not providing the legally required warning in advance of mass layoffs.</p><p>Twitter representatives didn’t respond to requests for comment.</p><p>In an email late Thursday telling employees that they would be informed the following morning if they were fired, the company said the layoffs were “an effort to place Twitter on a healthy path.”</p><p>Mr. Musk, in a tweet late Friday, said: “Regarding Twitter’s reduction in force, unfortunately there is no choice when the company is losing over $4M/day.” He said affected employees were offered three months of severance.</p><p>On Saturday, Twitter co-founderJack Dorsey, who stepped down as CEO last year and who supported Mr. Musk’s acquisition, tweeted saying he took responsibility for growing the company too quickly. “I apologize for that,” he wrote.</p><p>Employees trickled out of Twitter steadily in the months after Mr. Musk’s $44 billion deal in April to buy the company, anxious about how things would play out. As Mr. Musk began to get cold feet, helashed out publicly at Twitter leadersincluding then-CEOParag Agrawal, fueling tension among many employees. Mr. Musk waged a monthslong legal battle to escape the deal before finally agreeing, again, to buy the platform last month.</p><p>As the billionaire completed the takeoveron Oct. 27, Mr. Agrawal and several other top executives were fired immediately. That was followed by media reports ofplanning for broad layoffs. Fears grew among many employees that Mr. Musk could try to cut jobs before a Nov. 1 stock vesting date, employees said. In a tweet after taking over, Mr. Musk denied that he would do so.</p><p>That meant employees’ grants were expected to be paid as cash at $54.20 a share, the price Mr. Musk paid for the company, according to SEC filings. The price represented a healthy premium over what Twitter had been valued at before the acquisition, creating a substantial windfall for employees with equity holdings.</p><p>Shortly after Mr. Musk’s takeover, Twitter managers were told to draw up lists evaluating staffers—essentially deciding who might stay and who might get fired, according to people familiar with the matter. Some employees referred to Mr. Musk’s allies as “goons,” they said.</p><p>The frustration among some employees was amplified, some of them said, byTesla engineers being brought into examine Twitter employees’ coding work. The Twitter employees believed those evaluations were being factored into the layoff plans, the people said.</p><p>The specifics of when the layoffs would come, and on what scale, were closely guarded.</p><p>One senior employee said that even information communicated to the inner circle was unreliable and contradictory. “The chaos level is so high,” the employee said.</p><p>Mr. Musk gathered acircle of advisers to help him reshape Twitter, including venture-capitalistsJason CalacanisandSriram Krishnan, also a former Twitter product leader. Meanwhile, Mr. Musk fired off tweets about various business possibilities. Employees were given days to develop new products, and plans appeared to change.</p><p>This rapid-fire approach to product development was a radical departure from the development style at the old Twitter, where any new products were closely studied to gauge how they would affect usage rates and other potential impacts.</p><p>Mr. Musk’s plan includes changing the platform byexpanding user verificationand improvingthe subscription offeringsto become less reliant on advertisers. He also discussed adding ways for content creators to make money on the platform so that they could earn a living on it, the way creators do on TikTok and YouTube.</p><p>Mr. Musk at one point tweeted a poll asking whether he should bring back Vine, the short-video service that Twitter shut down in 2016. The company has discussed relaunching a version of Vine by the end of the year, according to one employee.</p><p>Soon after the email to all employees went out Thursday, a staffer posted to the company’s internal Slack channel wishing everyone well and concluding with the “saluting face” emoji, according to employees.</p><p>That kicked off an hourslong series of such salutes from hundreds of Twitter employees. It eventually spilled into public tweets, with the saluting emoji becoming a symbol of the end of the pre-Musk version of the company. “There was this weird sense of celebration,” one employee said. “We were all together marking the ending of this thing.”</p></body></html>","source":"wsj_highlight","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>Chaos, Confusion at Twitter in Elon Musk’s First Week</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\">\nChaos, Confusion at Twitter in Elon Musk’s First Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-06 09:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/first-week-of-elon-musks-twitter-was-chaos-and-confusion-for-employees-11667670558?mod=hp_lead_pos1><strong>wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Inside Twitter Inc. in the week after Elon Musk took it over, almost no one seemed to know for sure what was going on.As Mr. Musk opined and joked on the platform about possible product changes, the ...</p>\n\n<a href=\"https://www.wsj.com/articles/first-week-of-elon-musks-twitter-was-chaos-and-confusion-for-employees-11667670558?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://www.wsj.com/articles/first-week-of-elon-musks-twitter-was-chaos-and-confusion-for-employees-11667670558?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179650981","content_text":"Inside Twitter Inc. in the week after Elon Musk took it over, almost no one seemed to know for sure what was going on.As Mr. Musk opined and joked on the platform about possible product changes, the mood among many inside the company was anxious and grim, according to interviews with employees. The one thing that seemed certain to employees was thatmany of them would soon lose their jobs, they said.Late Thursday,the ax started falling, as the company hacked away large parts of the workforce of roughly 7,500 people, aiming to reduce costs and reshape Twitter to align with Mr. Musk’s vision. Befitting a platform built for real-time reaction, staffers tweeted as they lost access to company Slack and email accounts, not knowing for sure if that meant they were fired until official termination notices were sent on Friday morning.The mass layoffs were the culmination of a dizzying week under Mr. Musk’s leadership, in which employees tried to adjust to his frenetic working style as their own futures at the company were in doubt. In internal messages and public posts, workers confronted the chaos with a mixture of anguish and wry jokes.One programmer,Sheon Han, tweeted a picture of the Twitter logo next to a head of lettuce, in a spoof on theU.K. tabloid stuntto see if an unrefrigerated head of lettuce would last longer than Prime MinisterLiz Truss. In the case of Ms. Truss, the lettuce won.“My employee login @Twitter vs. Lettuce,” Mr. Han tweeted on Wednesday night, adding, “Let’s goooooooooo.”Mr. Han declined to provide comment about his employment status Friday.Manu Cornet, a 41-year-old software engineer, said he was among the employees who met Mr. Musk at Twitter’s San Francisco headquarters in the billionaire’s first days as the self-styled “Chief Twit.”Mr. Cornet, also an artist, had drawn a cartoon of a man who had accidentally broken a figurine of a bird resembling the Twitter logo, with another man saying: “You break it, you buy it!” He said he gave a copy of the cartoon to Mr. Musk.On Monday, Mr. Cornet said he was summoned to work on new projects. Two days later, he received an email that read, in part: “We regret to inform you that your employment is terminated effective immediately. Your recent behavior has violated multiple policies.”He said he wasn’t sure which policies he had violated. He added that he had recently created a browser extension for downloading work emails, which he believed would help colleagues save important documents in case they got laid off.Mr. Cornet is among agroup of employees who filed a lawsuit against Twitterin San Francisco federal court accusing the company of violating federal and state law by not providing the legally required warning in advance of mass layoffs.Twitter representatives didn’t respond to requests for comment.In an email late Thursday telling employees that they would be informed the following morning if they were fired, the company said the layoffs were “an effort to place Twitter on a healthy path.”Mr. Musk, in a tweet late Friday, said: “Regarding Twitter’s reduction in force, unfortunately there is no choice when the company is losing over $4M/day.” He said affected employees were offered three months of severance.On Saturday, Twitter co-founderJack Dorsey, who stepped down as CEO last year and who supported Mr. Musk’s acquisition, tweeted saying he took responsibility for growing the company too quickly. “I apologize for that,” he wrote.Employees trickled out of Twitter steadily in the months after Mr. Musk’s $44 billion deal in April to buy the company, anxious about how things would play out. As Mr. Musk began to get cold feet, helashed out publicly at Twitter leadersincluding then-CEOParag Agrawal, fueling tension among many employees. Mr. Musk waged a monthslong legal battle to escape the deal before finally agreeing, again, to buy the platform last month.As the billionaire completed the takeoveron Oct. 27, Mr. Agrawal and several other top executives were fired immediately. That was followed by media reports ofplanning for broad layoffs. Fears grew among many employees that Mr. Musk could try to cut jobs before a Nov. 1 stock vesting date, employees said. In a tweet after taking over, Mr. Musk denied that he would do so.That meant employees’ grants were expected to be paid as cash at $54.20 a share, the price Mr. Musk paid for the company, according to SEC filings. The price represented a healthy premium over what Twitter had been valued at before the acquisition, creating a substantial windfall for employees with equity holdings.Shortly after Mr. Musk’s takeover, Twitter managers were told to draw up lists evaluating staffers—essentially deciding who might stay and who might get fired, according to people familiar with the matter. Some employees referred to Mr. Musk’s allies as “goons,” they said.The frustration among some employees was amplified, some of them said, byTesla engineers being brought into examine Twitter employees’ coding work. The Twitter employees believed those evaluations were being factored into the layoff plans, the people said.The specifics of when the layoffs would come, and on what scale, were closely guarded.One senior employee said that even information communicated to the inner circle was unreliable and contradictory. “The chaos level is so high,” the employee said.Mr. Musk gathered acircle of advisers to help him reshape Twitter, including venture-capitalistsJason CalacanisandSriram Krishnan, also a former Twitter product leader. Meanwhile, Mr. Musk fired off tweets about various business possibilities. Employees were given days to develop new products, and plans appeared to change.This rapid-fire approach to product development was a radical departure from the development style at the old Twitter, where any new products were closely studied to gauge how they would affect usage rates and other potential impacts.Mr. Musk’s plan includes changing the platform byexpanding user verificationand improvingthe subscription offeringsto become less reliant on advertisers. He also discussed adding ways for content creators to make money on the platform so that they could earn a living on it, the way creators do on TikTok and YouTube.Mr. Musk at one point tweeted a poll asking whether he should bring back Vine, the short-video service that Twitter shut down in 2016. The company has discussed relaunching a version of Vine by the end of the year, according to one employee.Soon after the email to all employees went out Thursday, a staffer posted to the company’s internal Slack channel wishing everyone well and concluding with the “saluting face” emoji, according to employees.That kicked off an hourslong series of such salutes from hundreds of Twitter employees. It eventually spilled into public tweets, with the saluting emoji becoming a symbol of the end of the pre-Musk version of the company. “There was this weird sense of celebration,” one employee said. “We were all together marking the ending of this thing.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949726515,"gmtCreate":1678912337837,"gmtModify":1678912341602,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949726515","repostId":"1123603567","repostType":4,"repost":{"id":"1123603567","kind":"news","pubTimestamp":1678891090,"share":"https://ttm.financial/m/news/1123603567?lang=&edition=fundamental","pubTime":"2023-03-15 22:38","market":"us","language":"en","title":"72 Hours in Washington: How the Frenzied SVB Rescue Took Shape","url":"https://stock-news.laohu8.com/highlight/detail?id=1123603567","media":"Bloomberg","summary":"Haunted by the fallout from the 2008 financial crisis, President Biden told aides that no taxpayer m","content":"<html><head></head><body><p></p><p>Haunted by the fallout from the 2008 financial crisis, President Biden told aides that no taxpayer money should be used.</p><p><img src=\"https://static.tigerbbs.com/62b0106b55e7e70bbac5760b5f522f56\" tg-width=\"800\" tg-height=\"545\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>It was approaching midnight in Washington and 9 p.m. in Santa Clara, California. The news was bad—and getting worse. Everyone from President Joe Biden on down was getting acrash courseonSilicon Valley Bank, the once-obscure tech lender that has now cast abig shadow over the financial markets.</p><p>At the White House and the US Department of the Treasury next door, bleary-eyed officials were racing to prevent the trouble at SVB from exploding into a full-blown banking crisis. A block west at the Federal Deposit Insurance Corp., regulators were arguing about what to do. Over at the Gridiron Club dinner, Washington’s annual see-and-be-seen white-tie journalism roast, a marquee guest, Federal Reserve Chair Jerome Powell, was conspicuously absent.</p><p>That Saturday, March 11, the fate of techdom’s preeminent bank—and with it, some feared, the future of the global economy—was being gamed out in Washington. Over the next 24 hours, almost everyone in the financial industry would be on tenterhooks as federal officials raced to complete a rescue before Asian markets opened Sunday night.</p><p>Almost a week later, the implications of the SVB fiasco, thesecond-biggest bank failure in US history, are still coming into focus. Questions keep piling up. How could SVB, a favorite of venture capitalists and unicorn startups, succumb to arun in the smartphone age? Why hadn’t banking regulators seen this coming?</p><p>Federal authorities want answers, too. The Department of Justice and the Securities and Exchange Commission haveopened investigationsinto the collapse. One potential focus:sales of SVB stockin the weeks before the failure by Greg Becker, chief executive officer of the bank’s parent company. Biden, meanwhile, has pledged a push totighten banking rules, which the Fed is already considering doing for midsize institutions like SVB.</p><p>This much is sure: All these years later, Washington is still haunted by the Wall Street fiascoes that triggered the Great Recession. The colossal bank bailouts of that era saved the economy, but they also rankled ordinary Americans, gave birth to the Tea Party movement on the right and Occupy Wall Street on the left, and transformed US politics. Backlash to the bailouts died down, but the resentment never really went away. It may have ultimately helped Donald Trump win the White House in 2016, some political scientists havesaid.</p><p>Which is probably why President Biden has been reluctant to even say the word “bailout.” He vowed on March 13 that “no losses will be borne by the taxpayers.” For the time being, Biden is right. This doesn’t look like aLehman momentthat could upend the whole economy. But it<i>does</i>look likea Bear Stearns one—a smaller debacle pointing to more pain to come, in this case, because of the sharp rise in interest rates that triggered SVB’s problems and are still roiling the financial system.</p><p>Federal authorities have taken the extraordinary step ofguaranteeing all deposits at SVBand opening a broaderemergency lending program. By midweek, the fix was holding. If it doesn’t, the next move might have to be a suspension of the$250,000 limit on federal deposit insurance.</p><p>Policymakers, venture capitalists, banking executives and tech entrepreneurs are all struggling to figure out the next steps. SVB’s failure has changed the conversation about banking and the regulators who oversee it. Suddenly, everyone is thinking about other risks that might be lurking. On March 14,Moody’s Investors Service cut its outlook for the entire US banking system, to negative from stable, citing the run on deposits at SVB. Two other lenders have gone bust, too: crypto playersSilvergate Capital Corp.andSignature Bank.</p><p>The death spiral at SVB began with credit ratings. In early March, Moody’s informed the bank it was considering a multilevel downgrade that would have pushed it to the brink of junk-bond status. In response, Goldman Sachs Group Inc., hired by SVB to help it raise fresh capital, jumped into action. It offloaded a chunk of SVB’s investment portfolio at a $1.8 billion loss. On Wednesday, March 8, Goldman pitched a plan to investors to help plug that hole, and then some, by raising $2.25 billion in capital fromGeneral Atlanticand other investors. Itdidn’t work.</p><p>“The Catch-22 of the situation is that, by announcing the need to raise capital, they in essence accelerated customer concern, resulting in the liquidity stress that ultimately caused their collapse,” says Olivier Sarkozy, managing partner atFurther Global, a private equity firm. “It would have been far better to announce the $2.25 billion they were seeking had been secured.”</p><p>In the bankers’ view, they were racing the clock to defuse the Moody’s threat. That didn’t leave them enough time to canvass the market, line up the funding and present a neatly put-together deal. Then CEO Becker held what turned out to be a disastrous call with VCs and limited partners. “Stay calm,” he said. It was too late. Bankers tapping away at their phones watched, aghast, as social media lit up with reports of a viral bank run.</p><p>By 3 p.m. the next day, Thursday, March 9, the news out of Santa Clarahad reached the White House. Such high-profile venture firms asUnion Square Venturesand thePeter Thiel-backedFounders Fundhad already been encouraging the companies they invested in to yank their deposits, almost all of which were uninsured because they exceeded the $250,000 limit on federal guarantees. Founders Fund haddrained its own accountsfrom the bank by midday.</p><p>The message was echoed by other VC titans.Bookface, an internal social network for founders of companies backed by the startup acceleratorY Combinator, was abuzz, as was a messenger threadof more than 1,000 founders fromAndreessen Horowitz, with many encouraging each other to pull cash from the bank. By day’s end, depositors had tried to withdraw $42 billion.</p><p>Silicon Valley bigs—many with a libertarian, get-government-off-our-backs bent—quickly looked to Washington. They implored the administration to step in and rescue depositors, or risk having banks topple like dominoes. On Friday morning, March 10, the new White House Chief of Staff Jeff Zients and Lael Brainard, the former Fed vice chair who’djust becomedirector of Biden’s National Economic Council, went to the Oval Office to brief the president. They told him there was potential for the bank to be shut down—as it was later that day, even before the close of financial markets—and that there was a possibility of contagion, according to a source familiar with the discussion.</p><p>From dawn to midnight the following day, Zients, Brainard and other aides working in the White House’s West Wing developed a set of options. By Saturday afternoon, it was clear that regulators would probably need to take action to prevent contagion. When Treasury Secretary Janet Yellen and top aides briefed Biden on the options, he was adamant: The federal government stood ready to protect depositors, small businesses and employees. Executives and investors could take their lumps. He didn’t want taxpayers to be on the hook, and any deal had to include firing management.</p><p>In the Bay Area, Iba Masood was struggling to make sense of it all. Masood, the co-founder and CEO of a tech startup calledTara.AI, had raised $14 million from investors. And she’d parked every penny of the company’s money at SVB. Masood began firing off emails and texts—hundreds and hundreds of them, until her carpal tunnel flared up. Tara.AI, she told her investors, was facing a perilous squeeze. She hopped in her C300 Mercedes-Benz and raced through a driving rainstorm to a Bank of America branch. Drenched, she hastily opened a corporate account. She felt good, she said, confident. She’d wake up the next morning and have the money in the new account.</p><p>But there was no next morning for SVB. It was too late. The money was frozen.</p><p>Trae Stephens, a partner at Founders Fund, said the firm had had a long, fruitful relationship with SVB. But that long, fruitful relationship wasn’t going to help Thiel’s firm honor its fiduciary duty to look out for its backers and limited partners. And it wasn’t going to help all those startups make payroll.</p><p>“The most inconvenient thing about the situation last week was actually the name of the bank. It got instantly politicized,” Stephens said in aMarch 14 interview on Bloomberg Television. To him, the idea that Washington had somehow bailed out rich VCs and techies is hogwash. “The government did what it needed to protect and shore up these smaller regional banks, to ensure there weren’t any further runs. It seems like they acted quickly—and did the right thing.”</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>72 Hours in Washington: How the Frenzied SVB Rescue Took Shape</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\">\n72 Hours in Washington: How the Frenzied SVB Rescue Took Shape\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-15/svb-bailout-shaped-by-biden-administration-over-72-hours?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Haunted by the fallout from the 2008 financial crisis, President Biden told aides that no taxpayer money should be used.It was approaching midnight in Washington and 9 p.m. in Santa Clara, California....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-15/svb-bailout-shaped-by-biden-administration-over-72-hours?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PACW":"西太平洋合众银行","SBNY":"签字银行","WAL":"阿莱恩斯西部银行"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-15/svb-bailout-shaped-by-biden-administration-over-72-hours?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123603567","content_text":"Haunted by the fallout from the 2008 financial crisis, President Biden told aides that no taxpayer money should be used.It was approaching midnight in Washington and 9 p.m. in Santa Clara, California. The news was bad—and getting worse. Everyone from President Joe Biden on down was getting acrash courseonSilicon Valley Bank, the once-obscure tech lender that has now cast abig shadow over the financial markets.At the White House and the US Department of the Treasury next door, bleary-eyed officials were racing to prevent the trouble at SVB from exploding into a full-blown banking crisis. A block west at the Federal Deposit Insurance Corp., regulators were arguing about what to do. Over at the Gridiron Club dinner, Washington’s annual see-and-be-seen white-tie journalism roast, a marquee guest, Federal Reserve Chair Jerome Powell, was conspicuously absent.That Saturday, March 11, the fate of techdom’s preeminent bank—and with it, some feared, the future of the global economy—was being gamed out in Washington. Over the next 24 hours, almost everyone in the financial industry would be on tenterhooks as federal officials raced to complete a rescue before Asian markets opened Sunday night.Almost a week later, the implications of the SVB fiasco, thesecond-biggest bank failure in US history, are still coming into focus. Questions keep piling up. How could SVB, a favorite of venture capitalists and unicorn startups, succumb to arun in the smartphone age? Why hadn’t banking regulators seen this coming?Federal authorities want answers, too. The Department of Justice and the Securities and Exchange Commission haveopened investigationsinto the collapse. One potential focus:sales of SVB stockin the weeks before the failure by Greg Becker, chief executive officer of the bank’s parent company. Biden, meanwhile, has pledged a push totighten banking rules, which the Fed is already considering doing for midsize institutions like SVB.This much is sure: All these years later, Washington is still haunted by the Wall Street fiascoes that triggered the Great Recession. The colossal bank bailouts of that era saved the economy, but they also rankled ordinary Americans, gave birth to the Tea Party movement on the right and Occupy Wall Street on the left, and transformed US politics. Backlash to the bailouts died down, but the resentment never really went away. It may have ultimately helped Donald Trump win the White House in 2016, some political scientists havesaid.Which is probably why President Biden has been reluctant to even say the word “bailout.” He vowed on March 13 that “no losses will be borne by the taxpayers.” For the time being, Biden is right. This doesn’t look like aLehman momentthat could upend the whole economy. But itdoeslook likea Bear Stearns one—a smaller debacle pointing to more pain to come, in this case, because of the sharp rise in interest rates that triggered SVB’s problems and are still roiling the financial system.Federal authorities have taken the extraordinary step ofguaranteeing all deposits at SVBand opening a broaderemergency lending program. By midweek, the fix was holding. If it doesn’t, the next move might have to be a suspension of the$250,000 limit on federal deposit insurance.Policymakers, venture capitalists, banking executives and tech entrepreneurs are all struggling to figure out the next steps. SVB’s failure has changed the conversation about banking and the regulators who oversee it. Suddenly, everyone is thinking about other risks that might be lurking. On March 14,Moody’s Investors Service cut its outlook for the entire US banking system, to negative from stable, citing the run on deposits at SVB. Two other lenders have gone bust, too: crypto playersSilvergate Capital Corp.andSignature Bank.The death spiral at SVB began with credit ratings. In early March, Moody’s informed the bank it was considering a multilevel downgrade that would have pushed it to the brink of junk-bond status. In response, Goldman Sachs Group Inc., hired by SVB to help it raise fresh capital, jumped into action. It offloaded a chunk of SVB’s investment portfolio at a $1.8 billion loss. On Wednesday, March 8, Goldman pitched a plan to investors to help plug that hole, and then some, by raising $2.25 billion in capital fromGeneral Atlanticand other investors. Itdidn’t work.“The Catch-22 of the situation is that, by announcing the need to raise capital, they in essence accelerated customer concern, resulting in the liquidity stress that ultimately caused their collapse,” says Olivier Sarkozy, managing partner atFurther Global, a private equity firm. “It would have been far better to announce the $2.25 billion they were seeking had been secured.”In the bankers’ view, they were racing the clock to defuse the Moody’s threat. That didn’t leave them enough time to canvass the market, line up the funding and present a neatly put-together deal. Then CEO Becker held what turned out to be a disastrous call with VCs and limited partners. “Stay calm,” he said. It was too late. Bankers tapping away at their phones watched, aghast, as social media lit up with reports of a viral bank run.By 3 p.m. the next day, Thursday, March 9, the news out of Santa Clarahad reached the White House. Such high-profile venture firms asUnion Square Venturesand thePeter Thiel-backedFounders Fundhad already been encouraging the companies they invested in to yank their deposits, almost all of which were uninsured because they exceeded the $250,000 limit on federal guarantees. Founders Fund haddrained its own accountsfrom the bank by midday.The message was echoed by other VC titans.Bookface, an internal social network for founders of companies backed by the startup acceleratorY Combinator, was abuzz, as was a messenger threadof more than 1,000 founders fromAndreessen Horowitz, with many encouraging each other to pull cash from the bank. By day’s end, depositors had tried to withdraw $42 billion.Silicon Valley bigs—many with a libertarian, get-government-off-our-backs bent—quickly looked to Washington. They implored the administration to step in and rescue depositors, or risk having banks topple like dominoes. On Friday morning, March 10, the new White House Chief of Staff Jeff Zients and Lael Brainard, the former Fed vice chair who’djust becomedirector of Biden’s National Economic Council, went to the Oval Office to brief the president. They told him there was potential for the bank to be shut down—as it was later that day, even before the close of financial markets—and that there was a possibility of contagion, according to a source familiar with the discussion.From dawn to midnight the following day, Zients, Brainard and other aides working in the White House’s West Wing developed a set of options. By Saturday afternoon, it was clear that regulators would probably need to take action to prevent contagion. When Treasury Secretary Janet Yellen and top aides briefed Biden on the options, he was adamant: The federal government stood ready to protect depositors, small businesses and employees. Executives and investors could take their lumps. He didn’t want taxpayers to be on the hook, and any deal had to include firing management.In the Bay Area, Iba Masood was struggling to make sense of it all. Masood, the co-founder and CEO of a tech startup calledTara.AI, had raised $14 million from investors. And she’d parked every penny of the company’s money at SVB. Masood began firing off emails and texts—hundreds and hundreds of them, until her carpal tunnel flared up. Tara.AI, she told her investors, was facing a perilous squeeze. She hopped in her C300 Mercedes-Benz and raced through a driving rainstorm to a Bank of America branch. Drenched, she hastily opened a corporate account. She felt good, she said, confident. She’d wake up the next morning and have the money in the new account.But there was no next morning for SVB. It was too late. The money was frozen.Trae Stephens, a partner at Founders Fund, said the firm had had a long, fruitful relationship with SVB. But that long, fruitful relationship wasn’t going to help Thiel’s firm honor its fiduciary duty to look out for its backers and limited partners. And it wasn’t going to help all those startups make payroll.“The most inconvenient thing about the situation last week was actually the name of the bank. It got instantly politicized,” Stephens said in aMarch 14 interview on Bloomberg Television. To him, the idea that Washington had somehow bailed out rich VCs and techies is hogwash. “The government did what it needed to protect and shore up these smaller regional banks, to ensure there weren’t any further runs. It seems like they acted quickly—and did the right thing.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961254310,"gmtCreate":1668988992931,"gmtModify":1676538134338,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9961254310","repostId":"1117170787","repostType":4,"repost":{"id":"1117170787","kind":"news","pubTimestamp":1669002303,"share":"https://ttm.financial/m/news/1117170787?lang=&edition=fundamental","pubTime":"2022-11-21 11:45","market":"us","language":"en","title":"The Fed Minutes May Deliver A Massive Blow To The Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1117170787","media":"Seeking Alpha","summary":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The November Fed Minutes will be released Wednesday afternoon.</li><li>The bond and currency markets are already preparing for very hawkish minutes.</li><li>Fed board members appear to think rates may head towards 5%.</li></ul><p>It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market&#39;s celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.</p><p>Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn&#39;t going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.</p><p>St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.</p><p>The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.</p><p>If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.</p><p><b>VIX Positioning</b></p><p>Additionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed&#39;s Summary of Economic Projections and the committee&#39;s dot plot for terminal rate for the end of 2023.</p><p>In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market&#39;s perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&amp;P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.</p><p><img src=\"https://static.tigerbbs.com/2eb742a0f644a317b0c584c79d197735\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Rates And The Dollar</b></p><p>The bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.</p><p><img src=\"https://static.tigerbbs.com/085a10f01649229138206ef78793ac66\" tg-width=\"640\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.</p><p>Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.</p><p><img src=\"https://static.tigerbbs.com/d88b54ba9843396edf02be5023d2da16\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Fall Back Plan</b></p><p>Just in case the market doesn&#39;t respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.</p><p>This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell&#39;s chance to make sure the market does not veer off course over those two weeks.</p><p>The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.</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>The Fed Minutes May Deliver A Massive Blow To The Stock Market</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 Fed Minutes May Deliver A Massive Blow To The Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market\">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",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117170787","content_text":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head towards 5%.It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market's celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn't going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.VIX PositioningAdditionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed's Summary of Economic Projections and the committee's dot plot for terminal rate for the end of 2023.In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market's perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.TradingViewRates And The DollarThe bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.BloombergThe view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.TradingViewFall Back PlanJust in case the market doesn't respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell's chance to make sure the market does not veer off course over those two weeks.The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095406530,"gmtCreate":1644969520861,"gmtModify":1676533980752,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>where is it going?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>where is it going?","text":"$Tesla Motors(TSLA)$where is it going?","images":[{"img":"https://static.itradeup.com/news/f13b8a82940d26cfb83cdbca5e6a4a8e","width":"1080","height":"3288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9095406530","isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"content":"Your opinion please","text":"Your opinion please","html":"Your opinion please"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9006000316,"gmtCreate":1641541391392,"gmtModify":1676533627278,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006000316","repostId":"2201295996","repostType":4,"repost":{"id":"2201295996","kind":"highlight","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":1641510309,"share":"https://ttm.financial/m/news/2201295996?lang=&edition=fundamental","pubTime":"2022-01-07 07:05","market":"us","language":"en","title":"S&P 500 ends choppy session nearly flat, a day after sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=2201295996","media":"Reuters","summary":"* Financials, energy among top gaining sectors; tech falls* Meta Platforms shares rise* Monthly U.S.","content":"<html><head></head><body><p>* Financials, energy among top gaining sectors; tech falls</p><p>* <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares rise</p><p>* Monthly U.S. jobs report due Friday</p><p>* Indexes: Dow down 0.5%, S&amp;P 500 down 0.1%, Nasdaq down 0.1%</p><p>NEW YORK Jan 6 (Reuters) - The S&amp;P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.</p><p>The S&amp;P 500 financials index rose 1.6%, extending this week&#39;s strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.</p><p>Banks were among top performers among financials, with the S&amp;P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.</p><p>Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&amp;P 500 and Nasdaq.</p><p>The Dow ended down 0.5% and the heavily weighted S&amp;P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&amp;P 500 on Wednesday when minutes from the Fed&#39;s December meeting signaled the possibility of sooner-than-expected interest rate hikes.</p><p>The Fed minutes cited a &#34;very tight&#34; job market and unabated inflation, increasing investor unease ahead of Friday&#39;s monthly jobs report from the U.S. Labor Department.</p><p>&#34;We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,&#34; said Bill Northey, senior investment director at U.S. Bank Wealth Management.</p><p>A private payrolls report on Wednesday was stronger than expected.</p><p>The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&amp;P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.</p><p>Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.</p><p>Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform&#39;s stock.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.</p><p>Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.</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>S&P 500 ends choppy session nearly flat, a day after sell-off</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\">\nS&P 500 ends choppy session nearly flat, a day after sell-off\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-07 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financials, energy among top gaining sectors; tech falls</p><p>* <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares rise</p><p>* Monthly U.S. jobs report due Friday</p><p>* Indexes: Dow down 0.5%, S&amp;P 500 down 0.1%, Nasdaq down 0.1%</p><p>NEW YORK Jan 6 (Reuters) - The S&amp;P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.</p><p>The S&amp;P 500 financials index rose 1.6%, extending this week&#39;s strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.</p><p>Banks were among top performers among financials, with the S&amp;P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.</p><p>Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&amp;P 500 and Nasdaq.</p><p>The Dow ended down 0.5% and the heavily weighted S&amp;P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&amp;P 500 on Wednesday when minutes from the Fed&#39;s December meeting signaled the possibility of sooner-than-expected interest rate hikes.</p><p>The Fed minutes cited a &#34;very tight&#34; job market and unabated inflation, increasing investor unease ahead of Friday&#39;s monthly jobs report from the U.S. Labor Department.</p><p>&#34;We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,&#34; said Bill Northey, senior investment director at U.S. Bank Wealth Management.</p><p>A private payrolls report on Wednesday was stronger than expected.</p><p>The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&amp;P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.</p><p>Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.</p><p>Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform&#39;s stock.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.</p><p>Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201295996","content_text":"* Financials, energy among top gaining sectors; tech falls* Meta Platforms shares rise* Monthly U.S. jobs report due Friday* Indexes: Dow down 0.5%, S&P 500 down 0.1%, Nasdaq down 0.1%NEW YORK Jan 6 (Reuters) - The S&P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.The S&P 500 financials index rose 1.6%, extending this week's strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.Banks were among top performers among financials, with the S&P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&P 500 and Nasdaq.The Dow ended down 0.5% and the heavily weighted S&P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&P 500 on Wednesday when minutes from the Fed's December meeting signaled the possibility of sooner-than-expected interest rate hikes.The Fed minutes cited a \"very tight\" job market and unabated inflation, increasing investor unease ahead of Friday's monthly jobs report from the U.S. Labor Department.\"We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,\" said Bill Northey, senior investment director at U.S. Bank Wealth Management.A private payrolls report on Wednesday was stronger than expected.The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.The S&P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform's stock.Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.The S&P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818785896,"gmtCreate":1630450477615,"gmtModify":1676530304028,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/818785896","repostId":"1169387208","repostType":4,"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834032507,"gmtCreate":1629761633109,"gmtModify":1676530120666,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/834032507","repostId":"2161777891","repostType":4,"repost":{"id":"2161777891","kind":"highlight","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":1629750559,"share":"https://ttm.financial/m/news/2161777891?lang=&edition=fundamental","pubTime":"2021-08-24 04:29","market":"us","language":"en","title":"Wall St gains, Nasdaq notches record closing high on full vaccine approval","url":"https://stock-news.laohu8.com/highlight/detail?id=2161777891","media":"Reuters","summary":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closi","content":"<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St gains, Nasdaq notches record closing high on full vaccine approval</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St gains, Nasdaq notches record closing high on full vaccine approval\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-24 04:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","PFE":"辉瑞",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161777891","content_text":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.\nAll three major U.S. stock indexes ended the session sharply higher, with the S&P 500 in the session's final minutes just failing to hold what would have been a record-high close.\nSurging crude prices, driven by expected demand growth, putting energy shares out front.\n\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"\n\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"\nThe U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc and BioNTech SE in a move that could accelerate inoculations in the United States.\n\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"\nPfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.\nRival Moderna Inc gained 7.5%.\nSpiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.\nFor an interactive graphic on worldwide vaccine deployment and access, click here\nData released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.\nMarket participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.\nThe Dow Jones Industrial Average rose 215.63 points, or 0.61%, to 35,335.71, the S&P 500 gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite added 227.99 points, or 1.55%, to 14,942.65.\nOf the 11 major sectors in the S&P 500, seven ended the session green, with energy enjoying its best day in nearly two months.\nExxon Mobil Corp and Chevron Corp gained 4.1% and 2.6%, respectively.\nU.S.-listed shares of Trillium Therapeutics Inc soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.\nGeneral Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.\nThe S&P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578710390898389","authorId":"3578710390898389","name":"hwhw123","avatar":"https://static.tigerbbs.com/d8403e7374bdcb179a82aff3b6d9338e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3578710390898389","authorIdStr":"3578710390898389"},"content":"hail Mary","text":"hail Mary","html":"hail Mary"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131095519,"gmtCreate":1621815610931,"gmtModify":1704362604230,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Ok. Interesting&nbsp;","listText":"Ok. Interesting&nbsp;","text":"Ok. Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/131095519","repostId":"1196215338","repostType":4,"repost":{"id":"1196215338","kind":"news","pubTimestamp":1621815461,"share":"https://ttm.financial/m/news/1196215338?lang=&edition=fundamental","pubTime":"2021-05-24 08:17","market":"us","language":"en","title":"Morgan Stanley: Here Are The 4 \"Worries\" That Will Dominate The Next 6-12 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=1196215338","media":"zerohedge","summary":"By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley\nAll Gas, No Brakes\nThe weather in ","content":"<p><i>By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley</i></p>\n<p><b>All Gas, No Brakes</b></p>\n<p>The weather in London this week has been rainy&nbsp;<i>while</i>&nbsp;sunny, which feels like a fair description of current sentiment, as we’ve been discussing our mid-year outlook with investors this week. There’s a&nbsp;<i>wide</i>&nbsp;range of views out there at the moment, with the noisiness of the data giving everyone something to hang their hat on. In short, it’s the perfect time to step back and debate the longer-term outlook.</p>\n<p>The most notable aspect of our forecasts, and one of the most contentious areas of debate, is just how much&nbsp;our expectations differ from the prior decade.&nbsp;The post-GFC period was defined by fiscal austerity,&nbsp;<i>low</i>&nbsp;investment, a deleveraging consumer and central banks acting&nbsp;<i>pre-emptively</i>&nbsp;to choke off inflationary risk. Indeed,<b>for all that we associate ‘easy policy’ with the last cycle, the PBOC tightening in 2010, the ECB hiking in 2011 and the Fed hiking in 2015 were all aggressive&nbsp;</b><b><i>early</i></b><b>&nbsp;moves to nip inflation in the bud.</b></p>\n<p><b>Our expectations this time around couldn’t be more different.</b>Fiscal policy is historically expansionary. The consumer in the US, Europe and China is in outstanding shape, with record levels of savings. We see a ‘red-hot capex cycle’ and public and private sector investment increasing. Global real rates are still near all-time lows. As my colleague Chetan Ahya noted in last week’s&nbsp;<i>Sunday Start</i>,<b>fiscal easing, cheap money, a strong consumer and more investment are four powerful cylinders in the proverbial economic engine.</b></p>\n<p>But just as notable is the expected policy response. In the face of strong growth, we think that central banks remain unusually standoffish. For the Fed, it’s a focus on still-elevated unemployment, coupled with a recent commitment to average inflation targeting. For the ECB, it’s awareness of a long-running inflation undershoot and memories of the 2011 hikes. For China, it’s taking a more gradual approach to tightening than after the last downturn.</p>\n<p><b>In short, it’s a global economy with a lot of gas and few brakes:</b>And if that is so, it means the risk case is different. After a decade where risk often skewed to the downside and the question was what new form of easing would central banks conjure up to fight weakness, the issue now is that growth is&nbsp;<i>good</i>. Hence<b>:</b></p>\n<ol>\n <li><p><b>Will the recovery create inflation?</b></p></li>\n <li><p><b>Will it alter central bank policy?</b></p></li>\n <li><p><b>Will that lead to margin and tax pressures?</b></p></li>\n <li><p><b>And is good growth already in the price?</b></p></li>\n</ol>\n<p><i>If</i>&nbsp;these are the ‘worries’ that will dominate the next 6-12 months, they won’t apply evenly. For US equities and credit, as well as segments of EM, these concerns will be front and center. But for Europe (and Japan), the questions of excessive valuations, high inflation, a hawkish policy shift or new corporate taxes seem much more distant. Maybe this distinction is obvious, but we think that it still works to Europe’s advantage.</p>\n<p>A hotter cycle could also mean a&nbsp;<i>shorter</i>&nbsp;cycle, and an unusually fast normalization of conditions. Such a scenario disadvantages credit. The asset class sees outstanding early-cycle, post-recession performance as growth recovers and companies focus on survival. But as things heat up, extra growth doesn’t mean any extra income from a corporate bond. On a cross-asset basis, credit underperforms on our new 12-month forecasts, and credit risk premiums look rich relative to other assets.<b>With a change in view from Srikanth Sankaran and our credit strategy team,&nbsp;we’ve downgraded credit&nbsp;to equal-weight.</b></p>\n<p>Finally, these forecasts invite an even more important&nbsp;<i>structural</i>&nbsp;question. Again, our expectations for strong fiscal, monetary and capital spending and consumer trends are&nbsp;<i>very</i>&nbsp;different from what prevailed over the last decade.<b>Will this mean an exit from the secular stagnation of the post-GFC mindset? If we are right, this should be an increasingly important debate.</b></p>\n<p>As we’ve told this story over the last week, opinions, like the weather, have been mixed. We’ve talked to plenty of investors who think it’s finally Europe’s time to shine, and plenty of others who worry it will remain a serial disappointment.<b>One investor described our expectation that the Fed doesn’t hike until 3Q23 as ‘what the Fed wants to do, not what it will do’, while another thought the Fed wouldn’t be able to complete tapering, given market sensitivity to real rates.</b></p>\n<p>Opinion on the big picture is similarly divided.<b>Indeed, the current debate reminds me quite a bit of 2010, when there was a sharp division between those who expected a rapid return of pre-crisis conditions (higher rates, EM leadership), and those who thought otherwise.</b>As growth and inflation pick up, we expect a trickier summer, but also an ongoing debate around these larger issues. Rain during sunshine could be something we need to get used to.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley: Here Are The 4 \"Worries\" That Will Dominate The Next 6-12 Months</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\">\nMorgan Stanley: Here Are The 4 \"Worries\" That Will Dominate The Next 6-12 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-here-are-4-worries-will-dominate-next-6-12-months><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley\nAll Gas, No Brakes\nThe weather in London this week has been rainy while sunny, which feels like a fair description of current ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-here-are-4-worries-will-dominate-next-6-12-months\">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","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-here-are-4-worries-will-dominate-next-6-12-months","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196215338","content_text":"By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley\nAll Gas, No Brakes\nThe weather in London this week has been rainy while sunny, which feels like a fair description of current sentiment, as we’ve been discussing our mid-year outlook with investors this week. There’s a wide range of views out there at the moment, with the noisiness of the data giving everyone something to hang their hat on. In short, it’s the perfect time to step back and debate the longer-term outlook.\nThe most notable aspect of our forecasts, and one of the most contentious areas of debate, is just how much our expectations differ from the prior decade. The post-GFC period was defined by fiscal austerity, low investment, a deleveraging consumer and central banks acting pre-emptively to choke off inflationary risk. Indeed,for all that we associate ‘easy policy’ with the last cycle, the PBOC tightening in 2010, the ECB hiking in 2011 and the Fed hiking in 2015 were all aggressive early moves to nip inflation in the bud.\nOur expectations this time around couldn’t be more different.Fiscal policy is historically expansionary. The consumer in the US, Europe and China is in outstanding shape, with record levels of savings. We see a ‘red-hot capex cycle’ and public and private sector investment increasing. Global real rates are still near all-time lows. As my colleague Chetan Ahya noted in last week’s Sunday Start,fiscal easing, cheap money, a strong consumer and more investment are four powerful cylinders in the proverbial economic engine.\nBut just as notable is the expected policy response. In the face of strong growth, we think that central banks remain unusually standoffish. For the Fed, it’s a focus on still-elevated unemployment, coupled with a recent commitment to average inflation targeting. For the ECB, it’s awareness of a long-running inflation undershoot and memories of the 2011 hikes. For China, it’s taking a more gradual approach to tightening than after the last downturn.\nIn short, it’s a global economy with a lot of gas and few brakes:And if that is so, it means the risk case is different. After a decade where risk often skewed to the downside and the question was what new form of easing would central banks conjure up to fight weakness, the issue now is that growth is good. Hence:\n\nWill the recovery create inflation?\nWill it alter central bank policy?\nWill that lead to margin and tax pressures?\nAnd is good growth already in the price?\n\nIf these are the ‘worries’ that will dominate the next 6-12 months, they won’t apply evenly. For US equities and credit, as well as segments of EM, these concerns will be front and center. But for Europe (and Japan), the questions of excessive valuations, high inflation, a hawkish policy shift or new corporate taxes seem much more distant. Maybe this distinction is obvious, but we think that it still works to Europe’s advantage.\nA hotter cycle could also mean a shorter cycle, and an unusually fast normalization of conditions. Such a scenario disadvantages credit. The asset class sees outstanding early-cycle, post-recession performance as growth recovers and companies focus on survival. But as things heat up, extra growth doesn’t mean any extra income from a corporate bond. On a cross-asset basis, credit underperforms on our new 12-month forecasts, and credit risk premiums look rich relative to other assets.With a change in view from Srikanth Sankaran and our credit strategy team, we’ve downgraded credit to equal-weight.\nFinally, these forecasts invite an even more important structural question. Again, our expectations for strong fiscal, monetary and capital spending and consumer trends are very different from what prevailed over the last decade.Will this mean an exit from the secular stagnation of the post-GFC mindset? If we are right, this should be an increasingly important debate.\nAs we’ve told this story over the last week, opinions, like the weather, have been mixed. We’ve talked to plenty of investors who think it’s finally Europe’s time to shine, and plenty of others who worry it will remain a serial disappointment.One investor described our expectation that the Fed doesn’t hike until 3Q23 as ‘what the Fed wants to do, not what it will do’, while another thought the Fed wouldn’t be able to complete tapering, given market sensitivity to real rates.\nOpinion on the big picture is similarly divided.Indeed, the current debate reminds me quite a bit of 2010, when there was a sharp division between those who expected a rapid return of pre-crisis conditions (higher rates, EM leadership), and those who thought otherwise.As growth and inflation pick up, we expect a trickier summer, but also an ongoing debate around these larger issues. Rain during sunshine could be something we need to get used to.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572491001882551","authorId":"3572491001882551","name":"PKLim","avatar":"https://static.tigerbbs.com/fd59d359589b55bc6c2e8e1c92a14009","crmLevel":5,"crmLevelSwitch":1,"idStr":"3572491001882551","authorIdStr":"3572491001882551"},"content":"lets see. pls reply here","text":"lets see. pls reply here","html":"lets see. pls reply here"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935375370,"gmtCreate":1663038124090,"gmtModify":1676537189161,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9935375370","repostId":"2266325053","repostType":4,"repost":{"id":"2266325053","kind":"highlight","pubTimestamp":1663035105,"share":"https://ttm.financial/m/news/2266325053?lang=&edition=fundamental","pubTime":"2022-09-13 10:11","market":"us","language":"en","title":"4 Growth Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2266325053","media":"Motley Fool","summary":"Buying when these stocks are low could be the investment move of a lifetime.","content":"<html><head></head><body><p>Who doesn&#39;t love a great growth stock? Consider what a $10,000 investment made in <b>Tesla</b> 10 years ago would be worth today: a cool $1.62 million.</p><p>It&#39;s this potential for explosive returns that leads many to include growth stocks in a balanced portfolio. Because you never know which one might turn out to be the next Tesla.</p><p>So let&#39;s look at a few stocks with serious potential: Perhaps not the potential to match Tesla&#39;s insane 16,000% return over 10 years but still stocks worth owning nonetheless.</p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>When it comes to growth stocks worth owning and holding forever, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> is near the top of my list. The software giant has diversified in recent years, building a thriving cloud services business, expanding its gaming division, and buying business-networking site LinkedIn.</p><p>The company has an astounding 46% return on equity, operating margins of 42%, and nearly $200 billion in revenue over the last 12 months. Those impressive figures more than justify its price-to-earnings (P/E) ratio of 27.4, which is a good deal higher than the <b>S&amp;P 500</b> average of 20.5.</p><p>Microsoft has long earned a premium from the market -- its five-year average P/E is over 35. Smart investors might use the recent market swoon as an opportunity to load up on one of the world&#39;s premier companies -- before its valuation bounces higher.</p><h2>2. <a href=\"https://laohu8.com/S/SPOT\">Spotify</a></h2><p>After years of decline, music industry revenue has surged to its highest level in more than 20 years. The reason? Music streaming companies like <b>Spotify</b>.</p><p><img src=\"https://static.tigerbbs.com/cfba0c37d379e16f6fcabe26efcf82f4\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>While physical and digital music sales have continued to wane, audio streaming has exploded over the last seven years and now accounts for over $15 billion of music industry revenue. Moreover, Spotify isn&#39;t satisfied with just delivering great music to its users. The company has invested in podcasts and audiobooks, landing exclusive deals with celebrities as varied as Joe Rogan and Meghan Markle.</p><p>Operationally, the company is firing on all cylinders. In its most recent quarterly report, Spotify announced a 19% year-over-year increase in daily average users (DAUs) to 433 million and a 14% jump in paid subscribers to 188 million. The company is expanding its international user base, and it specifically called out blistering growth among Gen Z users in Latin America. Just as video streaming disrupted traditional TV and movies, streaming has done the same to audio. Smart investors should take note and load up on Spotify shares now.</p><h2>3. <a href=\"https://laohu8.com/S/RBLX\">Roblox</a></h2><p>My third recommendation is <a href=\"https://laohu8.com/S/RBLX\">Roblox</a>. As I&#39;ve noted before, owning Roblox is one way for investors to participate in the growth of Web3. As the internet continues to evolve, more and more individuals will start to own virtual assets: digital currencies, non-fungible tokens, and many other forms of property.</p><p>Roblox, as the operator of an online metaverse-style gaming network, has a first-mover advantage when it comes to Web3. It has some 58.5 million DAUs. In July alone, its users spent more than 4.7 billion hours exploring its platform. This size and scale, along with the brand loyalty and network effect that results from such a large pool of users, means Roblox has a leg up on other companies that want to &#34;own&#34; the metaverse. Yes, I&#39;m looking at you,<b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>.</p><p>While Meta Platforms is spending billions of dollars to develop its own version of the metaverse, Roblox has already captured the hearts and minds of millions of users, many of them under the age of 18. And while this year has seen Roblox stock tumble as it came up against incredibly difficult year-over-year comparisons to its lockdown-fueled 2021, the company continues to steadily grow its user base.</p><p>In time, those users (and their billions of hours spent on the platform) <i>will be monetized</i>. Investors who are willing to ride out this admittedly volatile name should be rewarded for their patience.</p><h2>4. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></h2><p>The fourth stock to buy and hold forever is <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a>. If there&#39;s one thing everyone can agree on, it&#39;s this: After the last two years, it seems everyone has needed a vacation this year. And as the world largely rolled back pandemic restrictions and travel picked up, Airbnb was there to provide a place for eager tourists to stay.</p><p>But the company is so much more than just a play on reopening economies. CEO Brian Chesky made waves when he announced in May of this year that, &#34;The office, as we know it, is over.&#34; Chesky seems to be right on the money. Airbnb has reported that close to half of its bookings are for stays of seven days or more, and 19% are for stays of 28 days or more.</p><p>Airbnb is capitalizing on the new work-from-home reality. And it&#39;s bringing a sense of whimsy to travel by offering exotic accommodations like castles, windmills, caves, and treehouses.</p><p>The analyst community is convinced. Wall Street expects Airbnb to record $8.3 billion in revenue this year, a jump of 38% from 2021. For the following year, it expects revenue to surpass $9.5 billion.</p><p>So for investors looking to add growth to their portfolio, Airbnb is a stock worth adding to their wish list.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Growth Stocks to Buy and Hold Forever</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\">\n4 Growth Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who doesn't love a great growth stock? Consider what a $10,000 investment made in Tesla 10 years ago would be worth today: a cool $1.62 million.It's this potential for explosive returns that leads ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","RBLX":"Roblox Corporation","MSFT":"微软","SPOT":"Spotify Technology S.A."},"source_url":"https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266325053","content_text":"Who doesn't love a great growth stock? Consider what a $10,000 investment made in Tesla 10 years ago would be worth today: a cool $1.62 million.It's this potential for explosive returns that leads many to include growth stocks in a balanced portfolio. Because you never know which one might turn out to be the next Tesla.So let's look at a few stocks with serious potential: Perhaps not the potential to match Tesla's insane 16,000% return over 10 years but still stocks worth owning nonetheless.1. MicrosoftWhen it comes to growth stocks worth owning and holding forever, Microsoft  is near the top of my list. The software giant has diversified in recent years, building a thriving cloud services business, expanding its gaming division, and buying business-networking site LinkedIn.The company has an astounding 46% return on equity, operating margins of 42%, and nearly $200 billion in revenue over the last 12 months. Those impressive figures more than justify its price-to-earnings (P/E) ratio of 27.4, which is a good deal higher than the S&P 500 average of 20.5.Microsoft has long earned a premium from the market -- its five-year average P/E is over 35. Smart investors might use the recent market swoon as an opportunity to load up on one of the world's premier companies -- before its valuation bounces higher.2. SpotifyAfter years of decline, music industry revenue has surged to its highest level in more than 20 years. The reason? Music streaming companies like Spotify.While physical and digital music sales have continued to wane, audio streaming has exploded over the last seven years and now accounts for over $15 billion of music industry revenue. Moreover, Spotify isn't satisfied with just delivering great music to its users. The company has invested in podcasts and audiobooks, landing exclusive deals with celebrities as varied as Joe Rogan and Meghan Markle.Operationally, the company is firing on all cylinders. In its most recent quarterly report, Spotify announced a 19% year-over-year increase in daily average users (DAUs) to 433 million and a 14% jump in paid subscribers to 188 million. The company is expanding its international user base, and it specifically called out blistering growth among Gen Z users in Latin America. Just as video streaming disrupted traditional TV and movies, streaming has done the same to audio. Smart investors should take note and load up on Spotify shares now.3. RobloxMy third recommendation is Roblox. As I've noted before, owning Roblox is one way for investors to participate in the growth of Web3. As the internet continues to evolve, more and more individuals will start to own virtual assets: digital currencies, non-fungible tokens, and many other forms of property.Roblox, as the operator of an online metaverse-style gaming network, has a first-mover advantage when it comes to Web3. It has some 58.5 million DAUs. In July alone, its users spent more than 4.7 billion hours exploring its platform. This size and scale, along with the brand loyalty and network effect that results from such a large pool of users, means Roblox has a leg up on other companies that want to \"own\" the metaverse. Yes, I'm looking at you,Meta Platforms.While Meta Platforms is spending billions of dollars to develop its own version of the metaverse, Roblox has already captured the hearts and minds of millions of users, many of them under the age of 18. And while this year has seen Roblox stock tumble as it came up against incredibly difficult year-over-year comparisons to its lockdown-fueled 2021, the company continues to steadily grow its user base.In time, those users (and their billions of hours spent on the platform) will be monetized. Investors who are willing to ride out this admittedly volatile name should be rewarded for their patience.4. AirbnbThe fourth stock to buy and hold forever is Airbnb. If there's one thing everyone can agree on, it's this: After the last two years, it seems everyone has needed a vacation this year. And as the world largely rolled back pandemic restrictions and travel picked up, Airbnb was there to provide a place for eager tourists to stay.But the company is so much more than just a play on reopening economies. CEO Brian Chesky made waves when he announced in May of this year that, \"The office, as we know it, is over.\" Chesky seems to be right on the money. Airbnb has reported that close to half of its bookings are for stays of seven days or more, and 19% are for stays of 28 days or more.Airbnb is capitalizing on the new work-from-home reality. And it's bringing a sense of whimsy to travel by offering exotic accommodations like castles, windmills, caves, and treehouses.The analyst community is convinced. Wall Street expects Airbnb to record $8.3 billion in revenue this year, a jump of 38% from 2021. For the following year, it expects revenue to surpass $9.5 billion.So for investors looking to add growth to their portfolio, Airbnb is a stock worth adding to their wish list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992967499,"gmtCreate":1661247987413,"gmtModify":1676536482429,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992967499","repostId":"2261680510","repostType":4,"repost":{"id":"2261680510","kind":"highlight","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":1661247675,"share":"https://ttm.financial/m/news/2261680510?lang=&edition=fundamental","pubTime":"2022-08-23 17:41","market":"us","language":"en","title":"Explainer: How Meme Stock Darling AMC's New Preferred Shares Work","url":"https://stock-news.laohu8.com/highlight/detail?id=2261680510","media":"Reuters","summary":"Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have tu","content":"<html><head></head><body><p>Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.</p><p>The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.</p><p>Here is what you need to know about AMC&#39;s new preferred shares.</p><p><b>WHAT ARE THE PREFERRED SHARES?</b></p><p>The preferred shares are a new class of shares that were given to holders of AMC&#39;s common stock this month as a dividend. One preferred share was issued for each common share.</p><p>The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC&#39;s board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.</p><p><b>WHY DID AMC ISSUE THE PREFERRED SHARES?</b></p><p>AMC said the new shares will be a &#34;currency&#34; that will allow it to raise money to pay down debt and carry out acquisitions and investments.</p><p>While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares&#39; trading price as a benchmark.</p><p>AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.</p><p>The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares&#39; Monday closing price of $6, it would raise $2.9 billion.</p><p><b>CAN&#39;T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?</b></p><p>AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China&#39;s Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.</p><p>In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.</p><p><b>WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?</b></p><p>AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.</p><p>AMC&#39;s common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company&#39;s future in the wake of peer Cineworld Group Plc&#39;s warning of a possible bankruptcy.</p><p>AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker &#39;APE&#39;, a popular social media reference to meme stock enthusiasts. It also gave investors a free &#34;I OWN APE&#34; non-fungible token (NFT).</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>Explainer: How Meme Stock Darling AMC's New Preferred Shares Work</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\">\nExplainer: How Meme Stock Darling AMC's New Preferred Shares Work\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-23 17:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.</p><p>The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.</p><p>Here is what you need to know about AMC&#39;s new preferred shares.</p><p><b>WHAT ARE THE PREFERRED SHARES?</b></p><p>The preferred shares are a new class of shares that were given to holders of AMC&#39;s common stock this month as a dividend. One preferred share was issued for each common share.</p><p>The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC&#39;s board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.</p><p><b>WHY DID AMC ISSUE THE PREFERRED SHARES?</b></p><p>AMC said the new shares will be a &#34;currency&#34; that will allow it to raise money to pay down debt and carry out acquisitions and investments.</p><p>While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares&#39; trading price as a benchmark.</p><p>AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.</p><p>The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares&#39; Monday closing price of $6, it would raise $2.9 billion.</p><p><b>CAN&#39;T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?</b></p><p>AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China&#39;s Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.</p><p>In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.</p><p><b>WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?</b></p><p>AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.</p><p>AMC&#39;s common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company&#39;s future in the wake of peer Cineworld Group Plc&#39;s warning of a possible bankruptcy.</p><p>AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker &#39;APE&#39;, a popular social media reference to meme stock enthusiasts. It also gave investors a free &#34;I OWN APE&#34; non-fungible token (NFT).</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","APE":"AMC Entertainment Preferred"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261680510","content_text":"Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.Here is what you need to know about AMC's new preferred shares.WHAT ARE THE PREFERRED SHARES?The preferred shares are a new class of shares that were given to holders of AMC's common stock this month as a dividend. One preferred share was issued for each common share.The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC's board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.WHY DID AMC ISSUE THE PREFERRED SHARES?AMC said the new shares will be a \"currency\" that will allow it to raise money to pay down debt and carry out acquisitions and investments.While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares' trading price as a benchmark.AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares' Monday closing price of $6, it would raise $2.9 billion.CAN'T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China's Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.AMC's common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company's future in the wake of peer Cineworld Group Plc's warning of a possible bankruptcy.AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker 'APE', a popular social media reference to meme stock enthusiasts. It also gave investors a free \"I OWN APE\" non-fungible token (NFT).","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038180596,"gmtCreate":1646775513698,"gmtModify":1676534159692,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038180596","repostId":"2217100884","repostType":4,"repost":{"id":"2217100884","kind":"highlight","pubTimestamp":1646752884,"share":"https://ttm.financial/m/news/2217100884?lang=&edition=fundamental","pubTime":"2022-03-08 23:21","market":"us","language":"en","title":"Is Sea Limited Stock a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2217100884","media":"Motley Fool","summary":"The company's key business segment could be losing steam.","content":"<html><head></head><body><p>Digital conglomerate <b>Sea Limited</b> (NYSE:SE) was one of the hottest stocks of 2020 and 2021, soaring from less than $40 per share before the pandemic to more than $350 at its peak in late 2021. It&#39;s collapsed more than 70% from its highs to under $100 per share in just a few months, showing how the market can both giveth, and taketh away.</p><p>However, the market&#39;s cold reception toward Sea Limited may not be without merit. There was a significant area of concern with the company&#39;s fourth-quarter 2021 earnings results. I&#39;ll break down what could have the market spooked about Sea Limited and why the recent dip could be an excellent opportunity for long-term investors.</p><p>Sea Limited offers digital products and services in gaming, e-commerce, and fintech. According to App Annie, its gaming segment Garena created <i>Free Fire</i>, the world&#39;s most downloaded mobile game from 2019 to 2021. Shopee is Sea Limited&#39;s e-commerce marketplace, and Sea Money, its digital payments platform, integrates across the business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78610350c01555d7fe292e0139b441f3\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image Source: Getty Images.</span></p><h2>A dark spot in an otherwise bright quarter</h2><p>Gaming, e-commerce, and fintech are all fast-growing industries, which has enabled Sea Limited to thrive. The company grew its revenue 106% year over year in Q4 2021 and 128% for the entire year. Sea Limited has averaged 119% annual revenue growth over the past three years, so it&#39;s continued its rapid growth.</p><p>However, management guided Garena for $2.9 billion to $3.1 billion in bookings for 2022. Bookings are essentially funds that have been purchased but not spent on the game platform, so they indicate the momentum of the gaming business. Garena&#39;s total 2021 bookings were $4.6 billion, so this is a massive decline that suggests the gaming business could be about to slow down dramatically.</p><p>Garena is Sea&#39;s &#34;money maker.&#34; It contributes all of its profits. Its total 2021 non-GAAP EBITDA from Garena was $2.77 billion, while the rest of the company posted losses, bringing companywide 2021 EBITDA to minus $593 million. Garena&#39;s profits enable the company to invest in growth, like expanding into new markets. It&#39;s reasonable that a weakness in the gaming business could threaten Sea&#39;s path to bottom-line profitability (positive net income), as well as its ability to fund growth.</p><h2>The stock has become attractive</h2><p>It&#39;s not that investors should dismiss these risks; they need to be monitored by shareholders over the coming quarters. However, some context could be important.</p><p>Management attributes the anticipated slowdown to be caused by reopening, where gamers don&#39;t have as much time to spend playing Freefire now that work, school, and social gatherings are slowly going back to normal. Freefire is also currently banned in India due to <b>Tencent</b>&#39;s stake in Sea Limited. It makes sense that these things might impact Garena, and active users still grew 7% year-over-year in Q4. It&#39;s something to watch for sure, but I&#39;m not sure it&#39;s an automatic reason to avoid the stock.</p><p>Meanwhile, Sea&#39;s stock is about as cheap from a price-to-sales ratio standpoint as at any point in its history as a public company. You can see below how the P/S ratio threatens to go below pre-COVID levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c4f53e10ddf322d0a2f2864ddec46ee\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>SE PS Ratio data by YCharts</span></p><p>Is the company dealing with some bumps in the road? Of course, however, I would argue that the valuation compensates investors for it, versus when the stock traded at a P/S ratio of more than 24 just a few months ago.</p><h2>Flexibility and growth to drive long-term returns</h2><p>If you look beyond Garena&#39;s potential slowdown, the company is still performing at a high level. Sea&#39;s fintech business guided 155% revenue growth in 2022, while Shopee expects 75% growth.</p><p>Southeast Asia is a hotbed for digital growth; <b>Alphabet</b> estimated that the digital economy in the region could double in value to $335 billion by 2025 and potentially reach $1 trillion by the end of the decade.</p><p>Sea&#39;s growth outlook for Shopee and Sea Money shows how rapidly the business is growing; management recently launched new divisions such as Sea AI Lab for artificial intelligence applications and Sea Capital, a segment for strategic investments.</p><p>The company seems to have the ingredients to continue growing for years to come, even if the short-term include some hiccups along the way. Investors may need to have some patience, but the stock&#39;s increasingly attractive valuation could make it worth the wait.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Sea Limited Stock a Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Sea Limited Stock a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/is-sea-limited-stock-a-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Digital conglomerate Sea Limited (NYSE:SE) was one of the hottest stocks of 2020 and 2021, soaring from less than $40 per share before the pandemic to more than $350 at its peak in late 2021. It's ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/is-sea-limited-stock-a-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4139":"生物科技","BK4548":"巴美列捷福持仓","BK4504":"桥水持仓","BK4526":"热门中概股","SE":"Sea Ltd","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2022/03/07/is-sea-limited-stock-a-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217100884","content_text":"Digital conglomerate Sea Limited (NYSE:SE) was one of the hottest stocks of 2020 and 2021, soaring from less than $40 per share before the pandemic to more than $350 at its peak in late 2021. It's collapsed more than 70% from its highs to under $100 per share in just a few months, showing how the market can both giveth, and taketh away.However, the market's cold reception toward Sea Limited may not be without merit. There was a significant area of concern with the company's fourth-quarter 2021 earnings results. I'll break down what could have the market spooked about Sea Limited and why the recent dip could be an excellent opportunity for long-term investors.Sea Limited offers digital products and services in gaming, e-commerce, and fintech. According to App Annie, its gaming segment Garena created Free Fire, the world's most downloaded mobile game from 2019 to 2021. Shopee is Sea Limited's e-commerce marketplace, and Sea Money, its digital payments platform, integrates across the business.Image Source: Getty Images.A dark spot in an otherwise bright quarterGaming, e-commerce, and fintech are all fast-growing industries, which has enabled Sea Limited to thrive. The company grew its revenue 106% year over year in Q4 2021 and 128% for the entire year. Sea Limited has averaged 119% annual revenue growth over the past three years, so it's continued its rapid growth.However, management guided Garena for $2.9 billion to $3.1 billion in bookings for 2022. Bookings are essentially funds that have been purchased but not spent on the game platform, so they indicate the momentum of the gaming business. Garena's total 2021 bookings were $4.6 billion, so this is a massive decline that suggests the gaming business could be about to slow down dramatically.Garena is Sea's \"money maker.\" It contributes all of its profits. Its total 2021 non-GAAP EBITDA from Garena was $2.77 billion, while the rest of the company posted losses, bringing companywide 2021 EBITDA to minus $593 million. Garena's profits enable the company to invest in growth, like expanding into new markets. It's reasonable that a weakness in the gaming business could threaten Sea's path to bottom-line profitability (positive net income), as well as its ability to fund growth.The stock has become attractiveIt's not that investors should dismiss these risks; they need to be monitored by shareholders over the coming quarters. However, some context could be important.Management attributes the anticipated slowdown to be caused by reopening, where gamers don't have as much time to spend playing Freefire now that work, school, and social gatherings are slowly going back to normal. Freefire is also currently banned in India due to Tencent's stake in Sea Limited. It makes sense that these things might impact Garena, and active users still grew 7% year-over-year in Q4. It's something to watch for sure, but I'm not sure it's an automatic reason to avoid the stock.Meanwhile, Sea's stock is about as cheap from a price-to-sales ratio standpoint as at any point in its history as a public company. You can see below how the P/S ratio threatens to go below pre-COVID levels.SE PS Ratio data by YChartsIs the company dealing with some bumps in the road? Of course, however, I would argue that the valuation compensates investors for it, versus when the stock traded at a P/S ratio of more than 24 just a few months ago.Flexibility and growth to drive long-term returnsIf you look beyond Garena's potential slowdown, the company is still performing at a high level. Sea's fintech business guided 155% revenue growth in 2022, while Shopee expects 75% growth.Southeast Asia is a hotbed for digital growth; Alphabet estimated that the digital economy in the region could double in value to $335 billion by 2025 and potentially reach $1 trillion by the end of the decade.Sea's growth outlook for Shopee and Sea Money shows how rapidly the business is growing; management recently launched new divisions such as Sea AI Lab for artificial intelligence applications and Sea Capital, a segment for strategic investments.The company seems to have the ingredients to continue growing for years to come, even if the short-term include some hiccups along the way. Investors may need to have some patience, but the stock's increasingly attractive valuation could make it worth the wait.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839791371,"gmtCreate":1629179565393,"gmtModify":1676529955748,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Ok&nbsp; good","listText":"Ok&nbsp; good","text":"Ok good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/839791371","repostId":"2159222279","repostType":4,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"content":"what do you think?","text":"what do you think?","html":"what do you think?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155766718,"gmtCreate":1625454559134,"gmtModify":1703742030141,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/155766718","repostId":"1138258779","repostType":4,"repost":{"id":"1138258779","kind":"news","pubTimestamp":1625440300,"share":"https://ttm.financial/m/news/1138258779?lang=&edition=fundamental","pubTime":"2021-07-05 07:11","market":"us","language":"en","title":"Fed Minutes, Levi’s Earnings, Stellantis EV Day, and Other Things to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1138258779","media":"barron's","summary":"U.S. stock and bond markets are closed on Monday for $Independence$ Day. The highlights next week will be on the economic and policy fronts, with little corporate news. Levi Straussreports fiscal second-quarter earnings on Thursday, when Stellantis also hosts an investor event to discuss the carmaker’s electrification strategy.On Wednesday, the Federal Reserve’s policy committee publishes minutes from its eventful mid-June meeting, when officials signaled sooner interest-rate increases and taper","content":"<p>U.S. stock and bond markets are closed on Monday for <a href=\"https://laohu8.com/S/IHC\">Independence</a> Day. The highlights next week will be on the economic and policy fronts, with little corporate news.&nbsp;Levi Straussreports fiscal second-quarter earnings on Thursday, when Stellantis also hosts an investor event to discuss the carmaker’s electrification strategy.</p>\n<p>On Wednesday, the Federal Reserve’s policy committee publishes minutes from its eventful mid-June meeting, when officials signaled sooner interest-rate increases and tapering of the Fed’s bond-buying program, sending markets&nbsp;falling. The back and forth amongst the members will be closely parsed for more details about the committee’s thinking. G20 finance ministers and central bank governors will convene in&nbsp;Venice starting Friday for a summit, after 130 countries backed a minimum global corporate tax rate last week.</p>\n<p>Economic data out this week include the Institute for Supply Management’s Services Purchasing Managers’ Index for June on Tuesday. The Services PMI hit a record high in May. On Wednesday, the Bureau of Labor Statistics releases the May Job Openings and Labor Turnover Survey. Economists expect job openings to&nbsp;match the April figure, which was the highest reading in the history of the survey.</p>\n<p>Monday 7/5</p>\n<p><b>Stock and bond markets</b>are closed in observance of <a href=\"https://laohu8.com/S/IRT\">Independence</a> Day.</p>\n<p>Tuesday 7/6</p>\n<p><b>The Institute for Supply</b>Management releases its Services Purchasing Managers’ Index for June. Consensus estimate is for a 63 reading, slightly lower than the May data, which was a record. The Services PMI has also had 12 consecutive monthly readings higher than the expansionary level of 50.</p>\n<p><b>The Reserve Bank</b>of Australia announces its monetary-policy decision. The central bank is expected to keep its cash target rate unchanged at 0.1%, as parts of the country have entered lockdown again to fight the Delta variant of the virus that causes Covid-19.</p>\n<p>Wednesday 7/7</p>\n<p><b>The BLS releases</b>the Job Openings and Labor Turnover Survey for May. Economists forecast 9.3 million job openings, matching the April figure, the highest since the data were first collected in December 2000.</p>\n<p><b>The Federal Open Market</b>Committee releases minutes from its mid-June monetary-policy meeting. Fed officials signaled that interest rates would rise sooner and faster than Wall Street had expected prior to the meeting, as inflation is rising at its fastest pace since 2008. Seven officials now expect rates to be lifted next year, compared with four in March.</p>\n<p><b>The Mortgage Bankers</b>Association reports mortgage applications for the week ending on July 2. Mortgage applications declined 6.9% this past week and have fallen in four of the past six weekly surveys, as supply constraints have pushed home-price growth to record levels.</p>\n<p>Thursday 7/8</p>\n<p><b>Levi Strauss</b>reports fiscal second-quarter earnings.</p>\n<p><a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesalereports sales data for June.</p>\n<p>Stellantis,the automobile manufacturer formed earlier this year via the merger of Fiat Chrysler Automobiles and Peugeot, hosts EV Day 2021. The company’s chief executive officer, Carlos Tavares, will discuss Stellantis’ electrification strategy going forward.</p>\n<p><b>The Federal Reserve</b>reports consumer credit data for May. <a href=\"https://laohu8.com/S/TSS\">Total</a> outstanding consumer credit was a record $4.24 trillion in April, as the continued reopening of the economy and hot housing market spurred shoppers to take on more debt.</p>\n<p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on July 3. Claims averaged 392,750 a week in June, the lowest since February of last year.</p>\n<p>Friday 7/9</p>\n<p><b>Italy hosts</b>a G20 summit of finance ministers and central bank governors. The confab runs from July 9 to July 10 in Venice. U.S. Treasury Secretary Janet Yellen will attend, as the Biden administration pushes for a global minimum corporate tax rate of at least 15%. This past week, 130 countries, representing more than 90% of global GDP, backed the minimum tax rate after two days of negotiations in Paris.</p>","source":"lsy1610680873436","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>Fed Minutes, Levi’s Earnings, Stellantis EV Day, and Other Things to Watch This Week</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\">\nFed Minutes, Levi’s Earnings, Stellantis EV Day, and Other Things to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/fed-minutes-levis-earnings-stellantis-ev-day-and-other-things-for-investors-to-watch-this-week-51625400002?mod=hp_LEAD_2><strong>barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock and bond markets are closed on Monday for Independence Day. The highlights next week will be on the economic and policy fronts, with little corporate news. Levi Straussreports fiscal second...</p>\n\n<a href=\"https://www.barrons.com/articles/fed-minutes-levis-earnings-stellantis-ev-day-and-other-things-for-investors-to-watch-this-week-51625400002?mod=hp_LEAD_2\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/fed-minutes-levis-earnings-stellantis-ev-day-and-other-things-for-investors-to-watch-this-week-51625400002?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138258779","content_text":"U.S. stock and bond markets are closed on Monday for Independence Day. The highlights next week will be on the economic and policy fronts, with little corporate news. Levi Straussreports fiscal second-quarter earnings on Thursday, when Stellantis also hosts an investor event to discuss the carmaker’s electrification strategy.\nOn Wednesday, the Federal Reserve’s policy committee publishes minutes from its eventful mid-June meeting, when officials signaled sooner interest-rate increases and tapering of the Fed’s bond-buying program, sending markets falling. The back and forth amongst the members will be closely parsed for more details about the committee’s thinking. G20 finance ministers and central bank governors will convene in Venice starting Friday for a summit, after 130 countries backed a minimum global corporate tax rate last week.\nEconomic data out this week include the Institute for Supply Management’s Services Purchasing Managers’ Index for June on Tuesday. The Services PMI hit a record high in May. On Wednesday, the Bureau of Labor Statistics releases the May Job Openings and Labor Turnover Survey. Economists expect job openings to match the April figure, which was the highest reading in the history of the survey.\nMonday 7/5\nStock and bond marketsare closed in observance of Independence Day.\nTuesday 7/6\nThe Institute for SupplyManagement releases its Services Purchasing Managers’ Index for June. Consensus estimate is for a 63 reading, slightly lower than the May data, which was a record. The Services PMI has also had 12 consecutive monthly readings higher than the expansionary level of 50.\nThe Reserve Bankof Australia announces its monetary-policy decision. The central bank is expected to keep its cash target rate unchanged at 0.1%, as parts of the country have entered lockdown again to fight the Delta variant of the virus that causes Covid-19.\nWednesday 7/7\nThe BLS releasesthe Job Openings and Labor Turnover Survey for May. Economists forecast 9.3 million job openings, matching the April figure, the highest since the data were first collected in December 2000.\nThe Federal Open MarketCommittee releases minutes from its mid-June monetary-policy meeting. Fed officials signaled that interest rates would rise sooner and faster than Wall Street had expected prior to the meeting, as inflation is rising at its fastest pace since 2008. Seven officials now expect rates to be lifted next year, compared with four in March.\nThe Mortgage BankersAssociation reports mortgage applications for the week ending on July 2. Mortgage applications declined 6.9% this past week and have fallen in four of the past six weekly surveys, as supply constraints have pushed home-price growth to record levels.\nThursday 7/8\nLevi Straussreports fiscal second-quarter earnings.\nCostco Wholesalereports sales data for June.\nStellantis,the automobile manufacturer formed earlier this year via the merger of Fiat Chrysler Automobiles and Peugeot, hosts EV Day 2021. The company’s chief executive officer, Carlos Tavares, will discuss Stellantis’ electrification strategy going forward.\nThe Federal Reservereports consumer credit data for May. Total outstanding consumer credit was a record $4.24 trillion in April, as the continued reopening of the economy and hot housing market spurred shoppers to take on more debt.\nThe Department of Labor reports initial jobless claims for the week ending on July 3. Claims averaged 392,750 a week in June, the lowest since February of last year.\nFriday 7/9\nItaly hostsa G20 summit of finance ministers and central bank governors. The confab runs from July 9 to July 10 in Venice. U.S. Treasury Secretary Janet Yellen will attend, as the Biden administration pushes for a global minimum corporate tax rate of at least 15%. This past week, 130 countries, representing more than 90% of global GDP, backed the minimum tax rate after two days of negotiations in Paris.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137192819,"gmtCreate":1622324800231,"gmtModify":1704182924872,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/137192819","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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 Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967875782,"gmtCreate":1670302811846,"gmtModify":1676538340760,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Cool&nbsp;","listText":"Cool&nbsp;","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967875782","repostId":"2289286198","repostType":4,"repost":{"id":"2289286198","kind":"highlight","pubTimestamp":1670293847,"share":"https://ttm.financial/m/news/2289286198?lang=&edition=fundamental","pubTime":"2022-12-06 10:30","market":"us","language":"en","title":"NIO Is Taking Off - Buy The Bottom","url":"https://stock-news.laohu8.com/highlight/detail?id=2289286198","media":"Seeking Alpha","summary":"SummaryIt's been a while since NIO could be called cheap.NIO's stock went on a roller coaster ride, ","content":"<html><head></head><body><h2>Summary</h2><ul><li>It&#39;s been a while since NIO could be called cheap.</li><li>NIO&#39;s stock went on a roller coaster ride, declining by 85% from peak to trough.</li><li>Now with shares back around their 2020 levels NIO is a strong buy again.</li><li>Economies of scale, competitive advantages, and other elements should enable NIO to surpass future earnings estimates.</li><li>NIO&#39;s stock likely bottomed and should continue moving higher in the coming years.</li></ul><h2>NIO - Finally Cheap Again</h2><p>It&#39;s been a long time since <a href=\"https://laohu8.com/S/NIO\">NIO</a> was considered a bargain, but we are at that stage now. Its share price has remained relatively high since the early and mid days of 2020. That was the first time I bought this stock in the $10-$13 price range. Then, NIO&#39;s price increased, and I added in the $17-$20 range. I unloaded most of my NIO shares in the $50-$60 range in late 2020 and early 2021. With the stock back in the $10-$15 range, it may be an excellent time to build another longer-term position in NIO.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/12/4/48200183-1670154716115186.png\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO (StockCharts.com)</p><p>NIO is gaining momentum, and as sentiment improves, the company&#39;s stock price could go much higher. Higher than anticipated revenue growth and more significant profitability may push NIO&#39;s stock price substantially higher in the coming years. At these extreme lows, NIO is a strong candidate for a 5x return by 2025 and remains a leading China segment portfolio pick for 2023 and beyond.</p><h2>NIO&#39;s Recent Results</h2><p>NIO recently missed earnings estimates by 14 cents, yet, revenue came in at $1.83 billion, beating estimates by $50 million. NIO also provided solid guidance for Q4, with expected deliveries in the 43,000-48,000 range for the fourth quarter (72-92% YoY increase). In November, NIO reported a record-high delivery number of 14,178 vehicles, a 30.3% YoY increase. NIO&#39;s delivery capacity continues to rise, while demand for NIO&#39;s vehicles remains robust. NIO should continue delivering solid revenue growth and could improve its profitability substantially as the company advances. </p><h2>NIO is a Special Case</h2><p>Many Chinese stocks may be undervalued here, but NIO is a particular case. NIO is a premium pure-play EV manufacturer, producing some of the best EVs globally. Moreover, NIO is a Chinese company, providing it with a home court advantage in the most significant EV market in the world. Furthermore, NIO is remarkably cheap relative to its Western counterparts, some of which still need to demonstrate the ability to mass-produce vehicles. </p><h2>NIO vs. Others Valuation</h2><p><b>Forward P/S Ratio </b></p><ul><li>NIO: 1.5</li><li>XPeng (XPEV): 1.34</li><li>Li Auto (LI): 1.6</li><li>Tesla (TSLA): 5</li><li>Lucid (LCID): 7</li><li>Rivian (RIVN): 5</li></ul><h4><b>The Takeaway</b></h4><p>The Chinese companies trade at significantly discounted multiples relative to their American counterparts. If NIO were valued close to Lucid&#39;s or Rivian&#39;s valuation, its stock would be around $50-$75. At about 1.5 times forward sales, NIO is dirt cheap, and the stock is a bargain.</p><h2><b>NIO&#39;s Revenues Projections </b></h2><p><img src=\"https://static.seekingalpha.com/uploads/2022/12/5/48200183-16702274033175266.png\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Revenue projections (SeekingAlpha.com )</p><p>Consensus revenue estimates are around $14 billion next year and roughly $18 billion in 2024. However, provided the negative sentiment associated with China, the economic slowdown, and other variables, revenue and EPS estimates have been adjusted lower in recent quarters and maybe lowballed. Realistically, NIO could generate around $15 billion in revenues next year, roughly $20 billion in 2024, and should expand sales to $25 billion or more in 2025. NIO&#39;s market cap is around $20 billion, implying a forward P/S ratio of only 1.33. Additionally, considering that NIO could bring in about <i>$25 billion</i> in revenues in 2025, its stock is trading at only around 0.8 times 2025 sales estimates now.</p><h2>Significant EPS Growth Potential</h2><p><img src=\"https://static.tigerbbs.com/fe8d5f7bf8fcedb8824d2a90edaddda9\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>EPS growth (SeekingAlpha.com)</p><p>NIO has significant earning potential, and it&#39;s well-positioned to benefit from cheap labor and improved efficiency as it expands its economies of scale. There is a high probability that due to higher productivity and efficiency, NIO can become more profitable sooner than many analysts expect now. Higher-end EPS estimates are for $0.50 in 2025, but as NIO revenue growth explodes, the company may become more profitable sooner, possibly delivering $1-$2 in EPS around the 2025-2027 timeline.</p><p><b>What NIO&#39;s stock price may look like in future years: </b></p><table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td><td>2028</td></tr><tr><td>Revenue Bs</td><td>$7.5</td><td>$15</td><td>$20</td><td>$26</td><td>$33</td><td>$42</td><td>$53</td></tr><tr><td>Revenue growth</td><td>32%</td><td>100%</td><td>33%</td><td>30%</td><td>28%</td><td>26%</td><td>25%</td></tr><tr><td>EPS</td><td>N/A</td><td>$0.20</td><td>$0.40</td><td>$0.95</td><td>$1.45</td><td>$1.95</td><td>$2.50</td></tr><tr><td>Forward P/E</td><td>65</td><td>60</td><td>55</td><td>50</td><td>45</td><td>40</td><td>35</td></tr><tr><td>Stock Price</td><td>$13</td><td>$24</td><td>$52</td><td>$73</td><td>$88</td><td>$100</td><td>$120</td></tr></tbody></table><p>Click to enlarge</p><p>Source: The Financial Prophet</p><h2><b>The Bottom Line - It&#39;s All About Sentiment </b></h2><p>The sentiment is crucial to any company, especially to a hyper-growth one like NIO. We see enormous revenue growth potential for NIO in future years. After the company streamlines revenues by 100% next year, we expect significant 25-35% annual revenue growth for several years. Therefore, there should be great demand and opportunity around the upcoming revenue increase phase. NIO should also improve its operations through increased efficiency and its economies of scale implementation. There is also a distinct probability that we will see gross, operating, and other income margins strengthening. Therefore, NIO&#39;s profitability and EPS could expand more significantly than expected in the coming years, and we could see NIO&#39;s stock price around $100 in several years.</p><h2>Risks to NIO</h2><p>Despite my bullish outlook, there are various risks to my thesis. Delisting fears and other detrimental factors related to China could continue to pressure NIO&#39;s stock price. Also, the company could run into various production issues and may not reach the production capacity I envision in time. Moreover, NIO&#39;s vehicles may experience a drop-off in demand, in which case the company&#39;s share price would suffer. NIO remains an elevated-risk investment, but there is substantial reward potential if everything goes right.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Is Taking Off - Buy The Bottom</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Is Taking Off - Buy The Bottom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562414-nio-is-taking-off-buy-the-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt's been a while since NIO could be called cheap.NIO's stock went on a roller coaster ride, declining by 85% from peak to trough.Now with shares back around their 2020 levels NIO is a strong ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562414-nio-is-taking-off-buy-the-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4562414-nio-is-taking-off-buy-the-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2289286198","content_text":"SummaryIt's been a while since NIO could be called cheap.NIO's stock went on a roller coaster ride, declining by 85% from peak to trough.Now with shares back around their 2020 levels NIO is a strong buy again.Economies of scale, competitive advantages, and other elements should enable NIO to surpass future earnings estimates.NIO's stock likely bottomed and should continue moving higher in the coming years.NIO - Finally Cheap AgainIt's been a long time since NIO was considered a bargain, but we are at that stage now. Its share price has remained relatively high since the early and mid days of 2020. That was the first time I bought this stock in the $10-$13 price range. Then, NIO's price increased, and I added in the $17-$20 range. I unloaded most of my NIO shares in the $50-$60 range in late 2020 and early 2021. With the stock back in the $10-$15 range, it may be an excellent time to build another longer-term position in NIO.NIO (StockCharts.com)NIO is gaining momentum, and as sentiment improves, the company's stock price could go much higher. Higher than anticipated revenue growth and more significant profitability may push NIO's stock price substantially higher in the coming years. At these extreme lows, NIO is a strong candidate for a 5x return by 2025 and remains a leading China segment portfolio pick for 2023 and beyond.NIO's Recent ResultsNIO recently missed earnings estimates by 14 cents, yet, revenue came in at $1.83 billion, beating estimates by $50 million. NIO also provided solid guidance for Q4, with expected deliveries in the 43,000-48,000 range for the fourth quarter (72-92% YoY increase). In November, NIO reported a record-high delivery number of 14,178 vehicles, a 30.3% YoY increase. NIO's delivery capacity continues to rise, while demand for NIO's vehicles remains robust. NIO should continue delivering solid revenue growth and could improve its profitability substantially as the company advances. NIO is a Special CaseMany Chinese stocks may be undervalued here, but NIO is a particular case. NIO is a premium pure-play EV manufacturer, producing some of the best EVs globally. Moreover, NIO is a Chinese company, providing it with a home court advantage in the most significant EV market in the world. Furthermore, NIO is remarkably cheap relative to its Western counterparts, some of which still need to demonstrate the ability to mass-produce vehicles. NIO vs. Others ValuationForward P/S Ratio NIO: 1.5XPeng (XPEV): 1.34Li Auto (LI): 1.6Tesla (TSLA): 5Lucid (LCID): 7Rivian (RIVN): 5The TakeawayThe Chinese companies trade at significantly discounted multiples relative to their American counterparts. If NIO were valued close to Lucid's or Rivian's valuation, its stock would be around $50-$75. At about 1.5 times forward sales, NIO is dirt cheap, and the stock is a bargain.NIO's Revenues Projections Revenue projections (SeekingAlpha.com )Consensus revenue estimates are around $14 billion next year and roughly $18 billion in 2024. However, provided the negative sentiment associated with China, the economic slowdown, and other variables, revenue and EPS estimates have been adjusted lower in recent quarters and maybe lowballed. Realistically, NIO could generate around $15 billion in revenues next year, roughly $20 billion in 2024, and should expand sales to $25 billion or more in 2025. NIO's market cap is around $20 billion, implying a forward P/S ratio of only 1.33. Additionally, considering that NIO could bring in about $25 billion in revenues in 2025, its stock is trading at only around 0.8 times 2025 sales estimates now.Significant EPS Growth PotentialEPS growth (SeekingAlpha.com)NIO has significant earning potential, and it's well-positioned to benefit from cheap labor and improved efficiency as it expands its economies of scale. There is a high probability that due to higher productivity and efficiency, NIO can become more profitable sooner than many analysts expect now. Higher-end EPS estimates are for $0.50 in 2025, but as NIO revenue growth explodes, the company may become more profitable sooner, possibly delivering $1-$2 in EPS around the 2025-2027 timeline.What NIO's stock price may look like in future years: Year2022202320242025202620272028Revenue Bs$7.5$15$20$26$33$42$53Revenue growth32%100%33%30%28%26%25%EPSN/A$0.20$0.40$0.95$1.45$1.95$2.50Forward P/E65605550454035Stock Price$13$24$52$73$88$100$120Click to enlargeSource: The Financial ProphetThe Bottom Line - It's All About Sentiment The sentiment is crucial to any company, especially to a hyper-growth one like NIO. We see enormous revenue growth potential for NIO in future years. After the company streamlines revenues by 100% next year, we expect significant 25-35% annual revenue growth for several years. Therefore, there should be great demand and opportunity around the upcoming revenue increase phase. NIO should also improve its operations through increased efficiency and its economies of scale implementation. There is also a distinct probability that we will see gross, operating, and other income margins strengthening. Therefore, NIO's profitability and EPS could expand more significantly than expected in the coming years, and we could see NIO's stock price around $100 in several years.Risks to NIODespite my bullish outlook, there are various risks to my thesis. Delisting fears and other detrimental factors related to China could continue to pressure NIO's stock price. Also, the company could run into various production issues and may not reach the production capacity I envision in time. Moreover, NIO's vehicles may experience a drop-off in demand, in which case the company's share price would suffer. NIO remains an elevated-risk investment, but there is substantial reward potential if everything goes right.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966983093,"gmtCreate":1669379685812,"gmtModify":1676538191215,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966983093","repostId":"2285438248","repostType":4,"repost":{"id":"2285438248","kind":"news","pubTimestamp":1669363390,"share":"https://ttm.financial/m/news/2285438248?lang=&edition=fundamental","pubTime":"2022-11-25 16:03","market":"us","language":"en","title":"Apple: Digesting This Souring Pie","url":"https://stock-news.laohu8.com/highlight/detail?id=2285438248","media":"Seeking Alpha","summary":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are","content":"<html><head></head><body><h2>Summary</h2><ul><li>We are short-term bearish on Apple, but outline a trade for when the stock falls again.</li><li>We are still in a rate hike cycle, and the general market has rallied hard.</li><li>Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.</li><li>There are major issues with production.</li><li>Let it fall.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98aaa6991c907012babe7fa574645eb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>kimberrywood/iStock via Getty Images</span></p><p>We want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e59b276b117db7b1fe6933c4048b4d34\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>BAD BEAT Investing</span></p><p>Here is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.</p><p>The play</p><p>Target entry 1: $144-$145 (25% of position)</p><p>Target entry 2: $135-$136 (30% of position)</p><p>Target entry 3: $130-$131 (45% of position)</p><p>With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.</p><h2>Performance discussion</h2><p>The performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.</p><p>Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.</p><p>We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.</p><p>Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.</p><h2>Now, why do we think shares can and will fall?</h2><p>There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.</p><p>China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese &#34;zero-Covid policy&#34; has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.</p><p>Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple&#39;s products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.</p><p>These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let&#39;s say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.</p><p>Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1581e9fbec92a0c8dde081063f426c2a\" tg-width=\"640\" tg-height=\"111\" referrerpolicy=\"no-referrer\"/><span>Apple 10-K October 2022</span></p><p>Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.</p><p>For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.</p><h2>Take home</h2><p>Honestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.</p><p><i>This article is written by </i><i>Quad 7 Capital</i><i> for reference only. Please note the risks.</i></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>Apple: Digesting This Souring Pie</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Digesting This Souring Pie\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285438248","content_text":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.There are major issues with production.Let it fall.kimberrywood/iStock via Getty ImagesWe want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.BAD BEAT InvestingHere is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.The playTarget entry 1: $144-$145 (25% of position)Target entry 2: $135-$136 (30% of position)Target entry 3: $130-$131 (45% of position)With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.Performance discussionThe performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.Now, why do we think shares can and will fall?There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese \"zero-Covid policy\" has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple's products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let's say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.Apple 10-K October 2022Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.Take homeHonestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.This article is written by Quad 7 Capital for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}