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2024-02-12

Happy chinese new year

2024-02-08

Happy chinese new year! 🎉🧧

2023-04-10

Really?

Musk to Visit China This Weekend With Possible Tesla Plant Stop

2023-03-02

Ok

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2023-03-01

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2023-03-01

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What Is the Best Tech Stock to Buy Now? Our 7 Top Picks

2023-03-01

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2023-02-28

Will he sell shares again?

Back on Top: Musk Becomes World’s Richest Person Again

2023-02-07

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Meta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs

2023-02-07

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Disney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet

2023-02-07

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2023-01-11

Buy

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2022-12-27

Haha

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2022-12-23

Really?

Elon Musk Says He Will Not Sell More Tesla Stock for Another Two Years

2022-12-19

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2022-12-19

Oh no

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2022-12-06

Goal

2022-12-05

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2021-06-25

Power

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chinese new year","listText":"Happy chinese new year","text":"Happy chinese new year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273197523165480","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271760770945288,"gmtCreate":1707385639025,"gmtModify":1707392112446,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Happy chinese new year! 🎉🧧","listText":"Happy chinese new year! 🎉🧧","text":"Happy chinese new year! 🎉🧧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271760770945288","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942059301,"gmtCreate":1681088710703,"gmtModify":1681088714661,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Really?&nbsp;","listText":"Really?&nbsp;","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942059301","repostId":"1169219759","repostType":2,"repost":{"id":"1169219759","kind":"news","pubTimestamp":1680944804,"share":"https://ttm.financial/m/news/1169219759?lang=&edition=fundamental","pubTime":"2023-04-08 17:06","market":"us","language":"en","title":"Musk to Visit China This Weekend With Possible Tesla Plant Stop","url":"https://stock-news.laohu8.com/highlight/detail?id=1169219759","media":"Bloomberg","summary":"Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai ","content":"<html><head></head><body><p>Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.</p><p style=\"text-align: start;\">The billionaire’s schedule is expected to include a meeting with local Shanghai authorities, the people said, declining to be identified because the trip hasn’t been disclosed publicly. The plans are fluid and may still change, they said.</p><p style=\"text-align: start;\">Tesla did not respond to a request for comment on Musk’s visit outside of regular business hours.</p><p style=\"text-align: start;\">Musk is traveling with Tom Zhu, who was named Tesla’s senior vice president of automotive this month.</p><p style=\"text-align: start;\">Zhu joined in 2014 and led the construction and operations of Tesla’s factory in Shanghai, living in the facility during Covid-related lockdowns. He is one of just four named executive officers along with Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, senior vice president of Powertrain and Energy Engineering.</p><p style=\"text-align: start;\">After the US, China is Tesla’s largest market, accounting for 22.3% of revenue in 2022. The company increased shipments from its Shanghai plant in March.</p><p style=\"text-align: start;\">In October, the electric-vehicle maker — a major player in hyper-competitive China — cut prices on models produced at its enormous factory on the outskirts of Shanghai. Matters escalated in January, with another discount that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk to Visit China This Weekend With Possible Tesla Plant Stop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk to Visit China This Weekend With Possible Tesla Plant Stop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-08 17:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.The billionaire’s schedule is expected to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169219759","content_text":"Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.The billionaire’s schedule is expected to include a meeting with local Shanghai authorities, the people said, declining to be identified because the trip hasn’t been disclosed publicly. The plans are fluid and may still change, they said.Tesla did not respond to a request for comment on Musk’s visit outside of regular business hours.Musk is traveling with Tom Zhu, who was named Tesla’s senior vice president of automotive this month.Zhu joined in 2014 and led the construction and operations of Tesla’s factory in Shanghai, living in the facility during Covid-related lockdowns. He is one of just four named executive officers along with Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, senior vice president of Powertrain and Energy Engineering.After the US, China is Tesla’s largest market, accounting for 22.3% of revenue in 2022. The company increased shipments from its Shanghai plant in March.In October, the electric-vehicle maker — a major player in hyper-competitive China — cut prices on models produced at its enormous factory on the outskirts of Shanghai. Matters escalated in January, with another discount that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940140113,"gmtCreate":1677768512233,"gmtModify":1677768515973,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940140113","repostId":"1152493387","repostType":4,"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940310201,"gmtCreate":1677685948904,"gmtModify":1677685951491,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940310201","repostId":"2316130296","repostType":4,"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940310629,"gmtCreate":1677685920362,"gmtModify":1677685923745,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940310629","repostId":"2316069863","repostType":4,"repost":{"id":"2316069863","kind":"highlight","pubTimestamp":1677684085,"share":"https://ttm.financial/m/news/2316069863?lang=&edition=fundamental","pubTime":"2023-03-01 23:21","market":"us","language":"en","title":"What Is the Best Tech Stock to Buy Now? Our 7 Top Picks","url":"https://stock-news.laohu8.com/highlight/detail?id=2316069863","media":"InvestorPlace","summary":"These seven tech stocks offer excellent entry points.Microsoft: The company’s focus on contesting hi","content":"<html><head></head><body><ul><li>These seven tech stocks offer excellent entry points.</li><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>: The company’s focus on contesting high-growth segments has the Street excited.</li><li><a href=\"https://laohu8.com/S/INTC\">Intel</a>: Intel seeks to catch up with its competitors by 2025 through domestic sources.</li><li><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>: Amazon dominates the cloud and e-commerce industry with a 34% and 38% market share.</li><li><a href=\"https://laohu8.com/S/OKTA\">Okta</a>: High top-line growth will bring back the growth premium for OKTA.</li><li><a href=\"https://laohu8.com/S/YEXT\">Yext</a>: Narrowing losses and a large addressable market means there is much more room for recovery.</li><li><a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>: Bitcoin’s (BTC-USD) halving can make its 7000 BTC stash much more valuable.</li><li><a href=\"https://laohu8.com/S/NET\">Cloudflare</a>: Cloudflare’s financials are consistently growing near 50% year-on-year.</li></ul><p>With inflation, low earnings, and expectations of higher interest rates, tech stocks have cooled off. However, this is the prime time to look for the best tech stock to buy on the pullbacks. While losses have been considerable this year, it’s not permanent. In fact, I still believe most of these companies will start reporting much better year-on-year figures once the post-covid turbulence is behind us. Therefore, buying the best tech stocks now will give investors an excellent entry point for long-term gains. Here are the top seven picks to look into:</p><table border=\"1\"><tbody><tr><td><b>MSFT</b></td><td>Microsoft</td><td>$249.16</td></tr><tr><td><b>INTC</b></td><td>Intel</td><td>$24.84</td></tr><tr><td><b>AMZN</b></td><td>Amazon</td><td>$93.98</td></tr><tr><td><b>OKTA</b></td><td>Okta</td><td>$71.15</td></tr><tr><td><b>YEXT</b></td><td>Yext</td><td>$7.36</td></tr><tr><td><b>RIOT</b></td><td>Riot Platforms</td><td>$6.22</td></tr><tr><td><b>NET</b></td><td>Cloudflare</td><td>$59.64</td></tr></tbody></table><h2></h2><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a></h2><p><img src=\"https://static.tigerbbs.com/47f6b1c8715f6779c55164dde59413d6\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Asif Islam / Shutterstock.com</p><p><b>Microsoft’s</b> rollout of ChatGPT integration with Bing and high growth in its cloud segment makes it among the hottest stocks this year. Of course, Bing could still be a “nothing burger” as not many people are interested in permanently switching to Bing except for niche purposes. But the Street is certainly excited.</p><p>The company reported its fiscal Q2 2023 earnings, where its overall revenue grew 2%, but Azure and other cloud services revenue grew 31%, with Office 365 Commercial sales growing 11%. Conversely, Windows OEM and devices sales each decreased by 39%, which substantially negatively impacted top-line growth. The point is that Microsoft is slowly shaping its business away from slow-growth segments and into up-and-coming ones like Azure and Office 365. This will hurt the company’s top-line growth in the short term, but I see healthy growth metrics in the long run.</p><p>Furthermore, the cloud isn’t the only thing in which Microsoft has an edge. The company’s aggressively investing in artificial intelligence, such as its $10 billion OpenAI investment. As AI becomes more important, these investments will pay off greatly.</p><h2><a href=\"https://laohu8.com/S/INTC\">Intel </a></h2><p><img src=\"https://static.tigerbbs.com/35428f0e9fb4a3ba4685923398cf5024\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: shutterstock.com/everything possible</p><p>Tough competition with <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> and sluggish year-over-year growth have caused <a href=\"https://laohu8.com/S/INTC\">Intel</a>’s stock to plummet to decade-low valuations. However, it should be noted that the company is transforming and adapting its business for long-term success.</p><p>Intel is particularly focusing on chips for AI, announcing a $20 billion investment into domestic chip production in the U.S., unlike other semiconductor companies that are sourcing their chips from foreign sources such as <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor</a>. The CHIPS act subsidy will come in handy for the company in this regard, as Intel already reported 30% YoY growth in its foundry segment. Its Mobileye ownership is also paying dividends, with sales up 59% YoY.</p><p>Another important highlight mentioned in a recent company press release,</p><blockquote>“Intel continues to progress with its goal of achieving five nodes in four years and is on track to regain transistor performance and power performance leadership by 2025. Intel 7 is now in high-volume manufacturing for both client and server. Intel 4 is manufacturing-ready, with the Meteor Lake ramp expected in the second half of 2023.”</blockquote><p>Simply put, Intel is expanding its own chip production for a more addressable market. It is also moving away from foreign sources with its own chip branding instead of using nanometers to describe its semiconductors and seeks to catch up with TSMC and AMD by 2025. If things go smoothly, Intel can become a significant chip provider for various industries in the U.S.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon </a></h2><p><img src=\"https://static.tigerbbs.com/5d8c777beef9fcbe72151403c6646024\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Tada Images / Shutterstock.com</p><p><b>Amazon</b> leads the burgeoning cloud industry with Amazon Web Services. Although other companies are certainly upping their competition here, AWS remains the dominant platform with 34% of the market share. AWS has its hands in almost every industry; even <b>Ethereum</b> (<b>ETH-USD</b>) has a substantial amount of nodes that use AWS to run, while 7,500 government agencies rely on the platform. This reliance is likely to continue, even if other alternatives become more cost-effective. Accordingly, AWS segment sales increased 29% year-over-year to $80.1 billion for all of 2022.</p><p>Nevertheless, Amazon is a highly diversified company with many other promising segments to bank on. Most importantly, it is the biggest U.S. e-commerce business. It had some hiccups after the post-covid boom ended, but e-commerce is among the most promising industries in the long run. If Amazon retains its 38% market share in the industry, it could lead to sales as high as $600 billion annually from the U.S. alone by 2027.</p><h2><a href=\"https://laohu8.com/S/OKTA\">Okta </a></h2><p><img src=\"https://static.tigerbbs.com/85eeaa891ca15d8a5082c7ce82b75e95\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Sundry Photography / Shutterstock.com</p><p><b>Okta</b> has been one of the standout performers in the technology sector post-covid, with its stock price skyrocketing by more than 130% in 2020. However, widening losses and falling growth caused worries among investors, and OKTA stock is down 75%-plus from its peak in 2021.</p><p>Regardless, the company’s top line remains stable, and I believe Okta can make a comeback as its losses are narrowing. With more and more businesses moving their operations online, Okta’s solutions are becoming increasingly essential, which has helped the company to attract a growing number of high-profile customers. Its high 37% sales growth should accelerate over the long run and bring a higher growth premium.</p><p>Indeed, the losses are unconvincing, but Okta is well-positioned to continue its impressive growth trajectory. The company is expected to benefit from the ongoing shift towards cloud-based applications and the increasing need for robust cybersecurity solutions, which should drive demand for its IAM platform. Most of the company’s cons are also already priced in, and I see little downside left.</p><h2><a href=\"https://laohu8.com/S/YEXT\">Yext </a></h2><p><img src=\"https://static.tigerbbs.com/ef123c0f44cb8643c125a3ef73012291\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: rblfmr / Shutterstock.com</p><p><b>Yext</b> is a leading provider of digital knowledge management software that helps businesses manage their online presence across multiple platforms. The stock was on a roller coaster ride over the pandemic era but began to bottom out last year and is now steadily recovering. However, I still think that its 50% recovery trough to the current year-to-date peak is not enough of a recovery, and there’s more to go.</p><p>The COVID-19 pandemic initially harmed Yext’s business, as many of its customers had to shut down their physical locations. However, the company has adapted well to the changing market conditions, focusing on expanding its digital knowledge management platform to meet the needs of businesses that have shifted their operations online. Now, online businesses are a growth catalyst for Yext.</p><p>Stock analyst Gurufocus.com does believe it could be a value trap due to its high losses. However, its most recent 10-Q filing shows that the company only spent $60.6 million on general and administrative expenses last year, with $221.5 million of gross profit. Most of its losses stem from high marketing and development spending, which can be easily cut down if needed. Therefore, I believe the company’s management sees its losses (that are narrowing) as sustainable.</p><p>Overall, it’s a high-risk, high-reward bet that might not suit all investors as the best tech stock to buy.</p><h2><a href=\"https://laohu8.com/S/RIOT\">Riot Platforms </a></h2><p><img src=\"https://static.tigerbbs.com/783635b327e5ba7814bc70de48c780ad\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Shutterstock</p><p><b>Riot Platforms</b> is a cryptocurrency mining company that has been on a wild ride over the past year. Due to a significant drop in <b>Bitcoin</b> (<b>BTC-USD</b>) prices earlier this year, the company’s stock price has lost more than 91.5% of its value from its peak. However, this high-risk stock can deliver a long-term comeback, driven by strong demand for its mining services and the increasing adoption of cryptocurrencies by mainstream investors.</p><p>Riot’s impressive financial performance has been driven by its aggressive expansion into the cryptocurrency mining market. The company has zero debt, and buying it at this current range will likely generate oversized returns when Bitcoin increases in value. The most important catalyst for RIOT is Bitcoin’s halving in 2024.</p><p>It’ll cut mining rewards by half and likely increase its value substantially. The company could make a sharp recovery with RIOT’s 65.4% gross margin and its stash of around 7000 BTC. Naturally, a lot of speculation is involved here, and I wouldn’t recommend buying it if you only wish to invest in well-established names.</p><h2><a href=\"https://laohu8.com/S/NET\">Cloudflare </a></h2><p><img src=\"https://static.tigerbbs.com/dc4e1c6480937d07de0a6078b1b53a4a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: IgorGolovniov / Shutterstock.com</p><p><b>Cloudflare’s</b> success can be attributed to its innovative approach to cybersecurity. The company offers a range of solutions that leverage the power of the cloud to protect against cyber attacks. The cybersecurity industry is rapidly growing despite short-term headwinds, and Cloudflare has a market share above 95% in network security. This gives the company enormous leverage over many online websites and businesses.</p><p>Moreover, as web development becomes more streamlined, Cloudflare’s dominance is only increasing due to cost-effectiveness. The company is consistently growing its top line near a 50% clip, and losses are steadily narrowing.</p><p>Gurufocus.com considers the stock “Significantly Undervalued,” with its future 3-5 year total revenue growth rate ranked better than 96.97% of its peers. Thus, consistency puts NET in the “best tech stock to buy” criteria.</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>What Is the Best Tech Stock to Buy Now? Our 7 Top Picks</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\">\nWhat Is the Best Tech Stock to Buy Now? Our 7 Top Picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/02/what-is-the-best-tech-stock-to-buy-now-our-7-top-picks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These seven tech stocks offer excellent entry points.Microsoft: The company’s focus on contesting high-growth segments has the Street excited.Intel: Intel seeks to catch up with its competitors by ...</p>\n\n<a href=\"https://investorplace.com/2023/02/what-is-the-best-tech-stock-to-buy-now-our-7-top-picks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4566":"资本集团","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4587":"ChatGPT概念","INTC":"英特尔","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","OKTA":"Okta Inc.","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4559":"巴菲特持仓","BK4538":"云计算","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4116":"互联网服务与基础架构","MSFT":"微软","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4588":"碎股","BK4526":"热门中概股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4122":"互联网与直销零售","RIOT":"Riot Platforms","BK4551":"寇图资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4097":"系统软件","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4512":"苹果概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","YEXT":"Yext Inc.","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4567":"ESG概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC"},"source_url":"https://investorplace.com/2023/02/what-is-the-best-tech-stock-to-buy-now-our-7-top-picks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316069863","content_text":"These seven tech stocks offer excellent entry points.Microsoft: The company’s focus on contesting high-growth segments has the Street excited.Intel: Intel seeks to catch up with its competitors by 2025 through domestic sources.Amazon: Amazon dominates the cloud and e-commerce industry with a 34% and 38% market share.Okta: High top-line growth will bring back the growth premium for OKTA.Yext: Narrowing losses and a large addressable market means there is much more room for recovery.Riot Platforms: Bitcoin’s (BTC-USD) halving can make its 7000 BTC stash much more valuable.Cloudflare: Cloudflare’s financials are consistently growing near 50% year-on-year.With inflation, low earnings, and expectations of higher interest rates, tech stocks have cooled off. However, this is the prime time to look for the best tech stock to buy on the pullbacks. While losses have been considerable this year, it’s not permanent. In fact, I still believe most of these companies will start reporting much better year-on-year figures once the post-covid turbulence is behind us. Therefore, buying the best tech stocks now will give investors an excellent entry point for long-term gains. Here are the top seven picks to look into:MSFTMicrosoft$249.16INTCIntel$24.84AMZNAmazon$93.98OKTAOkta$71.15YEXTYext$7.36RIOTRiot Platforms$6.22NETCloudflare$59.64Microsoft Source: Asif Islam / Shutterstock.comMicrosoft’s rollout of ChatGPT integration with Bing and high growth in its cloud segment makes it among the hottest stocks this year. Of course, Bing could still be a “nothing burger” as not many people are interested in permanently switching to Bing except for niche purposes. But the Street is certainly excited.The company reported its fiscal Q2 2023 earnings, where its overall revenue grew 2%, but Azure and other cloud services revenue grew 31%, with Office 365 Commercial sales growing 11%. Conversely, Windows OEM and devices sales each decreased by 39%, which substantially negatively impacted top-line growth. The point is that Microsoft is slowly shaping its business away from slow-growth segments and into up-and-coming ones like Azure and Office 365. This will hurt the company’s top-line growth in the short term, but I see healthy growth metrics in the long run.Furthermore, the cloud isn’t the only thing in which Microsoft has an edge. The company’s aggressively investing in artificial intelligence, such as its $10 billion OpenAI investment. As AI becomes more important, these investments will pay off greatly.Intel Source: shutterstock.com/everything possibleTough competition with Advanced Micro Devices and sluggish year-over-year growth have caused Intel’s stock to plummet to decade-low valuations. However, it should be noted that the company is transforming and adapting its business for long-term success.Intel is particularly focusing on chips for AI, announcing a $20 billion investment into domestic chip production in the U.S., unlike other semiconductor companies that are sourcing their chips from foreign sources such as Taiwan Semiconductor. The CHIPS act subsidy will come in handy for the company in this regard, as Intel already reported 30% YoY growth in its foundry segment. Its Mobileye ownership is also paying dividends, with sales up 59% YoY.Another important highlight mentioned in a recent company press release,“Intel continues to progress with its goal of achieving five nodes in four years and is on track to regain transistor performance and power performance leadership by 2025. Intel 7 is now in high-volume manufacturing for both client and server. Intel 4 is manufacturing-ready, with the Meteor Lake ramp expected in the second half of 2023.”Simply put, Intel is expanding its own chip production for a more addressable market. It is also moving away from foreign sources with its own chip branding instead of using nanometers to describe its semiconductors and seeks to catch up with TSMC and AMD by 2025. If things go smoothly, Intel can become a significant chip provider for various industries in the U.S.Amazon Source: Tada Images / Shutterstock.comAmazon leads the burgeoning cloud industry with Amazon Web Services. Although other companies are certainly upping their competition here, AWS remains the dominant platform with 34% of the market share. AWS has its hands in almost every industry; even Ethereum (ETH-USD) has a substantial amount of nodes that use AWS to run, while 7,500 government agencies rely on the platform. This reliance is likely to continue, even if other alternatives become more cost-effective. Accordingly, AWS segment sales increased 29% year-over-year to $80.1 billion for all of 2022.Nevertheless, Amazon is a highly diversified company with many other promising segments to bank on. Most importantly, it is the biggest U.S. e-commerce business. It had some hiccups after the post-covid boom ended, but e-commerce is among the most promising industries in the long run. If Amazon retains its 38% market share in the industry, it could lead to sales as high as $600 billion annually from the U.S. alone by 2027.Okta Source: Sundry Photography / Shutterstock.comOkta has been one of the standout performers in the technology sector post-covid, with its stock price skyrocketing by more than 130% in 2020. However, widening losses and falling growth caused worries among investors, and OKTA stock is down 75%-plus from its peak in 2021.Regardless, the company’s top line remains stable, and I believe Okta can make a comeback as its losses are narrowing. With more and more businesses moving their operations online, Okta’s solutions are becoming increasingly essential, which has helped the company to attract a growing number of high-profile customers. Its high 37% sales growth should accelerate over the long run and bring a higher growth premium.Indeed, the losses are unconvincing, but Okta is well-positioned to continue its impressive growth trajectory. The company is expected to benefit from the ongoing shift towards cloud-based applications and the increasing need for robust cybersecurity solutions, which should drive demand for its IAM platform. Most of the company’s cons are also already priced in, and I see little downside left.Yext Source: rblfmr / Shutterstock.comYext is a leading provider of digital knowledge management software that helps businesses manage their online presence across multiple platforms. The stock was on a roller coaster ride over the pandemic era but began to bottom out last year and is now steadily recovering. However, I still think that its 50% recovery trough to the current year-to-date peak is not enough of a recovery, and there’s more to go.The COVID-19 pandemic initially harmed Yext’s business, as many of its customers had to shut down their physical locations. However, the company has adapted well to the changing market conditions, focusing on expanding its digital knowledge management platform to meet the needs of businesses that have shifted their operations online. Now, online businesses are a growth catalyst for Yext.Stock analyst Gurufocus.com does believe it could be a value trap due to its high losses. However, its most recent 10-Q filing shows that the company only spent $60.6 million on general and administrative expenses last year, with $221.5 million of gross profit. Most of its losses stem from high marketing and development spending, which can be easily cut down if needed. Therefore, I believe the company’s management sees its losses (that are narrowing) as sustainable.Overall, it’s a high-risk, high-reward bet that might not suit all investors as the best tech stock to buy.Riot Platforms Source: ShutterstockRiot Platforms is a cryptocurrency mining company that has been on a wild ride over the past year. Due to a significant drop in Bitcoin (BTC-USD) prices earlier this year, the company’s stock price has lost more than 91.5% of its value from its peak. However, this high-risk stock can deliver a long-term comeback, driven by strong demand for its mining services and the increasing adoption of cryptocurrencies by mainstream investors.Riot’s impressive financial performance has been driven by its aggressive expansion into the cryptocurrency mining market. The company has zero debt, and buying it at this current range will likely generate oversized returns when Bitcoin increases in value. The most important catalyst for RIOT is Bitcoin’s halving in 2024.It’ll cut mining rewards by half and likely increase its value substantially. The company could make a sharp recovery with RIOT’s 65.4% gross margin and its stash of around 7000 BTC. Naturally, a lot of speculation is involved here, and I wouldn’t recommend buying it if you only wish to invest in well-established names.Cloudflare Source: IgorGolovniov / Shutterstock.comCloudflare’s success can be attributed to its innovative approach to cybersecurity. The company offers a range of solutions that leverage the power of the cloud to protect against cyber attacks. The cybersecurity industry is rapidly growing despite short-term headwinds, and Cloudflare has a market share above 95% in network security. This gives the company enormous leverage over many online websites and businesses.Moreover, as web development becomes more streamlined, Cloudflare’s dominance is only increasing due to cost-effectiveness. The company is consistently growing its top line near a 50% clip, and losses are steadily narrowing.Gurufocus.com considers the stock “Significantly Undervalued,” with its future 3-5 year total revenue growth rate ranked better than 96.97% of its peers. Thus, consistency puts NET in the “best tech stock to buy” criteria.","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940310831,"gmtCreate":1677685884823,"gmtModify":1677685888559,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940310831","repostId":"1188469018","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957719327,"gmtCreate":1677547267170,"gmtModify":1677547271010,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Will he sell shares again?&nbsp;","listText":"Will he sell shares again?&nbsp;","text":"Will he sell shares again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957719327","repostId":"2314592524","repostType":4,"repost":{"id":"2314592524","kind":"highlight","pubTimestamp":1677538652,"share":"https://ttm.financial/m/news/2314592524?lang=&edition=fundamental","pubTime":"2023-02-28 06:57","market":"us","language":"en","title":"Back on Top: Musk Becomes World’s Richest Person Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2314592524","media":"The Australian Financial Review","summary":"New York | Elon Musk has regained his spot as the world’s richest person, after briefly losing the t","content":"<html><head></head><body><p><i>New York</i> | Elon Musk has regained his spot as the world’s richest person, after briefly losing the title to France’s Bernard Arnault.</p><p>Mr Musk’s wealth has been buoyed by a nearly 70 per cent surge in Tesla’s stock price this year. It’s up about 100 per cent from its intraday low on January 6 as investors pile back into bets on riskier growth stocks amid signs of economic strength and a slower pace of Federal Reserve interest-rate increases.</p><p><img src=\"https://static.ffx.io/images/$zoom_0.314%2C$multiply_3%2C$ratio_1.5%2C$width_756%2C$x_0%2C$y_0/t_crop_custom/c_scale%2Cw_620%2Cq_88%2Cf_auto/64e84d0aae7467865c3a66b1df115a022692b459\" tg-width=\"620\" tg-height=\"413\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The company has also benefited from more demand for its electric vehicles after cutting prices on several models.</p><p>Tesla shares rose 5.5 per cent in New York, boosting Mr Musk’s net worth to $US187.1 billion ($277 billion), according to the Bloomberg Billionaires Index. That exceeds the $US185.3 billion personal fortune of Mr Arnault, the 73-year-old French tycoon behind luxury-goods powerhouse LVMH.</p><p>Mr Musk, 51, entered 2023 with a net worth of $US137 billion, becoming the first person ever to lose $US200 billion from their fortune and raising the prospect that he might struggle to reclaim his title as the world’s richest individual. He was displaced atop Bloomberg’s wealth index for more than two months after a steep slide in Tesla, where he’s chief executive.</p><p>Donations Mr Musk made late last year didn’t make much of a dent in his net worth. He gave 11.6 million Tesla shares to unnamed charitable causes between August and December, according to a disclosure in February. The stock was worth about $US1.9 billion, based on closing prices on the days it was donated.</p><p>Tesla investors had been concerned that he was devoting too much of his attention to Twitter, which he acquired in October, at the same time that his electric carmaker was facing heightened competition across the industry. Mr Musk said in December he plans to resign from his post at the social-media platform once he finds someone “foolish” enough to take the job.</p><p>He said this month that he may need until the end of the year to stabilise Twitter’s finances before handing off to a new CEO.</p><p>Tom Narayan, an analyst with RBC Capital Markets, said in a February report that Tesla’s price cuts had spurred demand for vehicles, and that the company is the “poster child” of electric cars.</p><p>“We believe there is strong demand for Tesla product even in the face of more EV competition,” Mr Narayan wrote.</p><p>Tesla is hosting its 2023 investor day on Wednesday (Thursday AEDT), with the company’s leaders set to discuss long-term expansion plans.</p><p>Tesla’s gains have far outpaced the rally in the tech-heavy Nasdaq 100 Index, which is up about 10 per cent in 2023. This year has included occasional bursts of speculative trading manias among retail traders — and Tesla is a favourite among that group.</p></body></html>","source":"afr_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>Back on Top: Musk Becomes World’s Richest Person Again</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\">\nBack on Top: Musk Becomes World’s Richest Person Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 06:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/wealth/people/back-on-top-musk-becomes-world-s-richest-person-again-20230228-p5co43><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York | Elon Musk has regained his spot as the world’s richest person, after briefly losing the title to France’s Bernard Arnault.Mr Musk’s wealth has been buoyed by a nearly 70 per cent surge in ...</p>\n\n<a href=\"https://www.afr.com/wealth/people/back-on-top-musk-becomes-world-s-richest-person-again-20230228-p5co43\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4527":"明星科技股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4588":"碎股","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","BK4099":"汽车制造商","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"https://www.afr.com/wealth/people/back-on-top-musk-becomes-world-s-richest-person-again-20230228-p5co43","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314592524","content_text":"New York | Elon Musk has regained his spot as the world’s richest person, after briefly losing the title to France’s Bernard Arnault.Mr Musk’s wealth has been buoyed by a nearly 70 per cent surge in Tesla’s stock price this year. It’s up about 100 per cent from its intraday low on January 6 as investors pile back into bets on riskier growth stocks amid signs of economic strength and a slower pace of Federal Reserve interest-rate increases.The company has also benefited from more demand for its electric vehicles after cutting prices on several models.Tesla shares rose 5.5 per cent in New York, boosting Mr Musk’s net worth to $US187.1 billion ($277 billion), according to the Bloomberg Billionaires Index. That exceeds the $US185.3 billion personal fortune of Mr Arnault, the 73-year-old French tycoon behind luxury-goods powerhouse LVMH.Mr Musk, 51, entered 2023 with a net worth of $US137 billion, becoming the first person ever to lose $US200 billion from their fortune and raising the prospect that he might struggle to reclaim his title as the world’s richest individual. He was displaced atop Bloomberg’s wealth index for more than two months after a steep slide in Tesla, where he’s chief executive.Donations Mr Musk made late last year didn’t make much of a dent in his net worth. He gave 11.6 million Tesla shares to unnamed charitable causes between August and December, according to a disclosure in February. The stock was worth about $US1.9 billion, based on closing prices on the days it was donated.Tesla investors had been concerned that he was devoting too much of his attention to Twitter, which he acquired in October, at the same time that his electric carmaker was facing heightened competition across the industry. Mr Musk said in December he plans to resign from his post at the social-media platform once he finds someone “foolish” enough to take the job.He said this month that he may need until the end of the year to stabilise Twitter’s finances before handing off to a new CEO.Tom Narayan, an analyst with RBC Capital Markets, said in a February report that Tesla’s price cuts had spurred demand for vehicles, and that the company is the “poster child” of electric cars.“We believe there is strong demand for Tesla product even in the face of more EV competition,” Mr Narayan wrote.Tesla is hosting its 2023 investor day on Wednesday (Thursday AEDT), with the company’s leaders set to discuss long-term expansion plans.Tesla’s gains have far outpaced the rally in the tech-heavy Nasdaq 100 Index, which is up about 10 per cent in 2023. This year has included occasional bursts of speculative trading manias among retail traders — and Tesla is a favourite among that group.","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955766396,"gmtCreate":1675773562116,"gmtModify":1675773566131,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955766396","repostId":"2309327810","repostType":4,"repost":{"id":"2309327810","kind":"highlight","pubTimestamp":1675769489,"share":"https://ttm.financial/m/news/2309327810?lang=&edition=fundamental","pubTime":"2023-02-07 19:31","market":"us","language":"en","title":"Meta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs","url":"https://stock-news.laohu8.com/highlight/detail?id=2309327810","media":"Seekingalpha","summary":"Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3","content":"<html><head></head><body><p>Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3.76B and $440MM for Family of Apps and Reality Labs respectively), and $32.17B in revenue beating street&#39;s revenue expectations.</p><p>META soared from $153 to $189 (+24%) with 150MM trading volume. This is in contrast to 232MM selloff post Q3-22 earnings resulting in -29% stock price drop due to EPS miss ($1.64 vs $1.89 expected).</p><p>During Q4-22 earnings call, the company did a great job &#39;selling&#39; their product strategies on WhatsApp, Reels, and AI, as well as plans on improving cost efficiencies with infrastructure and organizations. Except the mass layoff in Q4, I have seen limited evidence supporting the doubled stock price within three months. The market clearly just reacted to Meta&#39;s quarterly results. In my previous articles (Meta: Ads Business Growth At Risk; Meta Bets On WhatsApp To Replicate WeChat Success; Meta&#39;s Ads Risk With ARPU And CPM) I mainly discussed Meta&#39;s risk with advertising. Today I want to share a few more thoughts around their Q4-22 earning discussions.</p><p><img src=\"https://static.tigerbbs.com/17753bb004be3b891707db6a9c822255\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Capital IQ</p><h2>Meta faces a dilemma between committing to Year of Efficiency and increasing investment in Reality Labs</h2><p>The company stated that 2023 would be the &#34;year of efficiency&#34; with mass layoff and restructuring as the starting point in Q4-22, and efficiency efforts will continue for Infrastructure, Org structure, and AI tooling. Specifically ROI of AI investments will be measured to inform their future spending. The company also made it clear that Reality Labs losses would continue to increase in 2023 from an already very pricey endeavor with $13.7B loss in 2022.</p><p>There are several problems between committing to efficiency and increasing investment in reality labs.</p><p>First, driving efficiency normally comes with costs of slowing down growth. If Meta indeed is going to fulfill their commitment in cost optimization, it means growth of some businesses will more or less be affected. Since Metaverse is still their long-term bet, in order to deliver on their vision, infrastructure would be critical to support the development. Although the company wanted to measure ROI of AI investments, guess how hard it would be to measure the return for this multi-year journey?</p><p>Second, comparing with Cloud leaders on the market, anecdotally Meta is pretty new in infrastructure capacity planning and CapEx optimization. I can think of various things that might limit Meta from moving fast. The foundational work of metering infrastructure usage by workload, the operational excellence in right-sizing data center footprints, and the trial and error required to understand tradeoffs between utilization and performance by workload. Just to name a few.</p><p>All in all, I am positive that a flatter organization would allow Meta to move faster, more thoughtful hiring plans will help keep HC costs under control. But infrastructure efficiency will be a tough dilemma Meta has to face, and eventually Meta will have to determine the ranked priority between Reality Labs investment and efficiency commitment.<img src=\"https://static.tigerbbs.com/fc7f66973ff47fd845c2ecc84228ee8a\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company</p><p><img src=\"https://static.tigerbbs.com/d60f33ee92512776d6766fc3298ef47d\" tg-width=\"640\" tg-height=\"115\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company</p><p><img src=\"https://static.tigerbbs.com/7d9a60e815186cde0e971024685a538a\" tg-width=\"640\" tg-height=\"163\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company</p><h2>Reels likely won&#39;t take off until early 2024</h2><p>Reels, a short-form video product, is what Meta competes with TikTok. Unfortunately, the company seems lacking conviction in moving fast. As stated in Q4-22 earnings call, Reels monetization efficient is much less than feed, and revenue neutral will only be achieved by the end of this year or early 2024.</p><blockquote>&#34;We are not quantifying the gap in monetization efficiency between Reels and other services. We know it <i>took us several years to bring the gap close between Stories and Feed Ads.</i> And we expect that <i>this will take longer for Reels</i>&#34;.</blockquote><p>Note that by the end of 2023, TikTok is estimated to reach $18B in ad revenue. This is one of the tradeoffs when Meta leads the construction of future&#39;s metaverse.<img src=\"https://static.tigerbbs.com/f9390db4a4c16ed767832337701ff391\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company</p><p><img src=\"https://static.tigerbbs.com/122f3385e481cdaab68efd1f8793218a\" tg-width=\"640\" tg-height=\"203\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company</p><p>Finally, although MAUs hit new highs, it worries me a little that Ads in North America has been trending flat. Growth in APAC and ROW means lower ARPU, lower CPM to offset higher volume of impressions. One of the potential reasons could be that advertisers started rationalizing their budget allocation and shifted towards Retail Media Networks and Short-form Video Ads. See my previous article, Walmart: Doubling Down In Retail Media Network.</p><h2>Conclusion</h2><p>I overall remain neutral for META stock. On the positive side, Meta repurchased $28B worth shares in 2022, and announced $40B share buyback in 2023. Meta also started talking about Ads monetization for WhatsApp. Getting fit is also a critical path for tech giants to regain growth momentum. On the flip side, I am skeptical how much efficiency improvement will materialize, and also feel slightly disappointed about the ramping plan for Reels in 2023.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 19:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575754-meta-platforms-4q-2022-earnings-dilemma-between-year-of-efficiency-reality-labs><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3.76B and $440MM for Family of Apps and Reality Labs respectively), and $32.17B in revenue beating ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575754-meta-platforms-4q-2022-earnings-dilemma-between-year-of-efficiency-reality-labs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4575754-meta-platforms-4q-2022-earnings-dilemma-between-year-of-efficiency-reality-labs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309327810","content_text":"Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3.76B and $440MM for Family of Apps and Reality Labs respectively), and $32.17B in revenue beating street's revenue expectations.META soared from $153 to $189 (+24%) with 150MM trading volume. This is in contrast to 232MM selloff post Q3-22 earnings resulting in -29% stock price drop due to EPS miss ($1.64 vs $1.89 expected).During Q4-22 earnings call, the company did a great job 'selling' their product strategies on WhatsApp, Reels, and AI, as well as plans on improving cost efficiencies with infrastructure and organizations. Except the mass layoff in Q4, I have seen limited evidence supporting the doubled stock price within three months. The market clearly just reacted to Meta's quarterly results. In my previous articles (Meta: Ads Business Growth At Risk; Meta Bets On WhatsApp To Replicate WeChat Success; Meta's Ads Risk With ARPU And CPM) I mainly discussed Meta's risk with advertising. Today I want to share a few more thoughts around their Q4-22 earning discussions.Capital IQMeta faces a dilemma between committing to Year of Efficiency and increasing investment in Reality LabsThe company stated that 2023 would be the \"year of efficiency\" with mass layoff and restructuring as the starting point in Q4-22, and efficiency efforts will continue for Infrastructure, Org structure, and AI tooling. Specifically ROI of AI investments will be measured to inform their future spending. The company also made it clear that Reality Labs losses would continue to increase in 2023 from an already very pricey endeavor with $13.7B loss in 2022.There are several problems between committing to efficiency and increasing investment in reality labs.First, driving efficiency normally comes with costs of slowing down growth. If Meta indeed is going to fulfill their commitment in cost optimization, it means growth of some businesses will more or less be affected. Since Metaverse is still their long-term bet, in order to deliver on their vision, infrastructure would be critical to support the development. Although the company wanted to measure ROI of AI investments, guess how hard it would be to measure the return for this multi-year journey?Second, comparing with Cloud leaders on the market, anecdotally Meta is pretty new in infrastructure capacity planning and CapEx optimization. I can think of various things that might limit Meta from moving fast. The foundational work of metering infrastructure usage by workload, the operational excellence in right-sizing data center footprints, and the trial and error required to understand tradeoffs between utilization and performance by workload. Just to name a few.All in all, I am positive that a flatter organization would allow Meta to move faster, more thoughtful hiring plans will help keep HC costs under control. But infrastructure efficiency will be a tough dilemma Meta has to face, and eventually Meta will have to determine the ranked priority between Reality Labs investment and efficiency commitment.CompanyCompanyCompanyReels likely won't take off until early 2024Reels, a short-form video product, is what Meta competes with TikTok. Unfortunately, the company seems lacking conviction in moving fast. As stated in Q4-22 earnings call, Reels monetization efficient is much less than feed, and revenue neutral will only be achieved by the end of this year or early 2024.\"We are not quantifying the gap in monetization efficiency between Reels and other services. We know it took us several years to bring the gap close between Stories and Feed Ads. And we expect that this will take longer for Reels\".Note that by the end of 2023, TikTok is estimated to reach $18B in ad revenue. This is one of the tradeoffs when Meta leads the construction of future's metaverse.CompanyCompanyFinally, although MAUs hit new highs, it worries me a little that Ads in North America has been trending flat. Growth in APAC and ROW means lower ARPU, lower CPM to offset higher volume of impressions. One of the potential reasons could be that advertisers started rationalizing their budget allocation and shifted towards Retail Media Networks and Short-form Video Ads. See my previous article, Walmart: Doubling Down In Retail Media Network.ConclusionI overall remain neutral for META stock. On the positive side, Meta repurchased $28B worth shares in 2022, and announced $40B share buyback in 2023. Meta also started talking about Ads monetization for WhatsApp. Getting fit is also a critical path for tech giants to regain growth momentum. On the flip side, I am skeptical how much efficiency improvement will materialize, and also feel slightly disappointed about the ramping plan for Reels in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955766091,"gmtCreate":1675773516514,"gmtModify":1675773520224,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955766091","repostId":"1189895713","repostType":4,"repost":{"id":"1189895713","kind":"news","pubTimestamp":1675770475,"share":"https://ttm.financial/m/news/1189895713?lang=&edition=fundamental","pubTime":"2023-02-07 19:47","market":"us","language":"en","title":"Disney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet","url":"https://stock-news.laohu8.com/highlight/detail?id=1189895713","media":"Benzinga","summary":"Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the ","content":"<html><head></head><body><ul><li><b>Walt Disney Co</b> proposed to discuss activist investor Nelson Peltz&#39;s bid seeking a board seat on the media and entertainment conglomerate at its annual shareholder meeting on April 3.</li><li>The board urged shareholders to vote against a proposal of Peltz&#39;s Trian Group that would reverse recent board changes to bylaws and against a shareholder proposal requesting a report on the company&#39;s reliance on China operations, Reuters reports.</li><li>In February, Trian wrote to Walt Disney shareholders to replace board director Michael Froman for his lack of understanding of Disney&#39;s businesses and inability to contribute to a rapidly shifting media ecosystem.</li><li>Peltz has served on 11 public company boards, including at <b>Procter &amp; Gamble Co</b>. He has said these companies, on average, outperformed the broader stock market index during his time as a director on their boards.</li><li>In January, Disney named a new independent chairman Mark Parker and opposed Peltz&#39;s attempt to join the board. Parker has been a member of Disney&#39;s board since 2016.</li><li>&#34;While senior leadership of The Walt Disney Company and its Board of Directors have engaged with Mr. Peltz numerous times over the last few months, the Board does not endorse the Trian Group nominee, and recommends that shareholders not support its nominee,&#34; Disney said.</li></ul></body></html>","source":"lsy1606299360108","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>Disney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet</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\">\nDisney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 19:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/23/02/30755358/disney-urges-shareholders-to-veto-activist-investor-nelson-peltzs-board-seat-proposal-at-april-3-ann><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the media and entertainment conglomerate at its annual shareholder meeting on April 3.The board urged ...</p>\n\n<a href=\"https://www.benzinga.com/news/23/02/30755358/disney-urges-shareholders-to-veto-activist-investor-nelson-peltzs-board-seat-proposal-at-april-3-ann\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.benzinga.com/news/23/02/30755358/disney-urges-shareholders-to-veto-activist-investor-nelson-peltzs-board-seat-proposal-at-april-3-ann","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189895713","content_text":"Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the media and entertainment conglomerate at its annual shareholder meeting on April 3.The board urged shareholders to vote against a proposal of Peltz's Trian Group that would reverse recent board changes to bylaws and against a shareholder proposal requesting a report on the company's reliance on China operations, Reuters reports.In February, Trian wrote to Walt Disney shareholders to replace board director Michael Froman for his lack of understanding of Disney's businesses and inability to contribute to a rapidly shifting media ecosystem.Peltz has served on 11 public company boards, including at Procter & Gamble Co. He has said these companies, on average, outperformed the broader stock market index during his time as a director on their boards.In January, Disney named a new independent chairman Mark Parker and opposed Peltz's attempt to join the board. Parker has been a member of Disney's board since 2016.\"While senior leadership of The Walt Disney Company and its Board of Directors have engaged with Mr. Peltz numerous times over the last few months, the Board does not endorse the Trian Group nominee, and recommends that shareholders not support its nominee,\" Disney said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955768768,"gmtCreate":1675773498254,"gmtModify":1675773502562,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955768768","repostId":"2308975892","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951377096,"gmtCreate":1673409517016,"gmtModify":1676538832304,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951377096","repostId":"2302632190","repostType":4,"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924088498,"gmtCreate":1672136693414,"gmtModify":1676538640032,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924088498","repostId":"2294655826","repostType":4,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922675001,"gmtCreate":1671764517904,"gmtModify":1676538589703,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Really?","listText":"Really?","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922675001","repostId":"2293558389","repostType":2,"repost":{"id":"2293558389","kind":"highlight","pubTimestamp":1671751384,"share":"https://ttm.financial/m/news/2293558389?lang=&edition=fundamental","pubTime":"2022-12-23 07:23","market":"us","language":"en","title":"Elon Musk Says He Will Not Sell More Tesla Stock for Another Two Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2293558389","media":"Reuters","summary":"Tesla Chief Executive Officer Elon Musk said on Thursday he will not sell any more Tesla stock for about another two years.While speaking in a Twitter Spaces audio chat, Musk said he foresees the economy will be in a \"serious recession\" in 2023 and consumer demand will be lower.Musk has previously made promises about not selling Tesla stock before subsequently selling it.Shares of Tesla rose 3% to $129.23 in after-hours trading on Thursday following an 11% drop in regular trading hours.Asked whe","content":"<html><head></head><body><p>Tesla Chief Executive Officer Elon Musk said on Thursday he will not sell any more Tesla stock for about another two years.</p><p>While speaking in a Twitter Spaces audio chat, Musk said he foresees the economy will be in a &#34;serious recession&#34; in 2023 and consumer demand will be lower.</p><p>Musk has previously made promises about not selling Tesla stock before subsequently selling it.</p><p>Shares of Tesla rose 3% to $129.23 in after-hours trading on Thursday following an 11% drop in regular trading hours.</p><p>Asked whether he would bring in someone such as venture capitalist David Sacks to run Twitter to allow him to focus on Tesla, Musk dodged the question and said Twitter was a relatively simple business.</p><p>&#34;(Twitter) is maybe 10% of the complexity of Tesla,&#34; Musk said.</p><p>Musk has increasingly used Twitter&#39;s live audio platform to weigh in on his product and strategic decisions at the social media company he took private in October in a $44 billion deal.</p><p>Some of his appearances have turned contentious including an exchange with a former Twitter engineer who was challenging his apparent plan to rewrite significant amounts of the company&#39;s source code.</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Says He Will Not Sell More Tesla Stock for Another Two Years</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{ 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#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\">\nElon Musk Says He Will Not Sell More Tesla Stock for Another Two Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/1-elon-musk-says-not-231103089.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Chief Executive Officer Elon Musk said on Thursday he will not sell any more Tesla stock for about another two years.While speaking in a Twitter Spaces audio chat, Musk said he foresees the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-elon-musk-says-not-231103089.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/1-elon-musk-says-not-231103089.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293558389","content_text":"Tesla Chief Executive Officer Elon Musk said on Thursday he will not sell any more Tesla stock for about another two years.While speaking in a Twitter Spaces audio chat, Musk said he foresees the economy will be in a \"serious recession\" in 2023 and consumer demand will be lower.Musk has previously made promises about not selling Tesla stock before subsequently selling it.Shares of Tesla rose 3% to $129.23 in after-hours trading on Thursday following an 11% drop in regular trading hours.Asked whether he would bring in someone such as venture capitalist David Sacks to run Twitter to allow him to focus on Tesla, Musk dodged the question and said Twitter was a relatively simple business.\"(Twitter) is maybe 10% of the complexity of Tesla,\" Musk said.Musk has increasingly used Twitter's live audio platform to weigh in on his product and strategic decisions at the social media company he took private in October in a $44 billion deal.Some of his appearances have turned contentious including an exchange with a former Twitter engineer who was challenging his apparent plan to rewrite significant amounts of the company's source code.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926948069,"gmtCreate":1671456064652,"gmtModify":1676538539103,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926948069","repostId":"1124238643","repostType":4,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926923521,"gmtCreate":1671451381763,"gmtModify":1676538538303,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926923521","repostId":"2292886262","repostType":2,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967122476,"gmtCreate":1670286421496,"gmtModify":1676538336385,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Goal","listText":"Goal","text":"Goal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967122476","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967947336,"gmtCreate":1670255085325,"gmtModify":1676538330644,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967947336","repostId":"2289625158","repostType":2,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122348821,"gmtCreate":1624599972763,"gmtModify":1703841442295,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122348821","repostId":"1147153207","repostType":4,"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9955768768,"gmtCreate":1675773498254,"gmtModify":1675773502562,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955768768","repostId":"2308975892","repostType":4,"repost":{"id":"2308975892","kind":"highlight","pubTimestamp":1675783830,"share":"https://ttm.financial/m/news/2308975892?lang=&edition=fundamental","pubTime":"2023-02-07 23:30","market":"us","language":"en","title":"2 Stocks That Could Soar 38% to 42% In 2023, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2308975892","media":"Motley Fool","summary":"These growth stocks boast strong businesses that could prime shares for a robust recovery.","content":"<html><head></head><body><p>Whether you&#39;re a brand new investor or have seen your fair share of market ups and downs, there&#39;s no denying that stock market events of the past months have tested even the most seasoned traders. While it&#39;s important to regularly evaluate your portfolio&#39;s balance to ensure your investment theses remain intact and the composition of your holdings aligns with your current risk tolerance, a down market doesn&#39;t mean you need to avoid investing or rush to sell off your stocks.</p><p>Assuming the thesis for companies you own or follow is still there, discounted share prices can present an incredible opportunity to buy more companies you love at record-cheap prices. On that note, let&#39;s take a look at two stocks that some analysts on Wall Street have high hopes for in the next year, but which have durable underlying businesses that can drive portfolio growth for years to come.</p><h2>1. Etsy</h2><p>Several analysts estimate that <b>Etsy</b> could realize a 12-month upside of about 38%. The stock is trading up by nearly 20% from the start of the year.</p><p>Etsy is dominant in a remarkably targeted but underpenetrated segment of the overall e-commerce market. With its focus on vintage, unique, and handmade items, management says that Etsy.com alone could face a total addressable online market of nearly $470 billion. And it&#39;s only penetrated about 3% of that total market.</p><p>Of course, Etsy has also acquired other businesses in recent years that can fuel growth beyond the Etsy.com platform in the future, including music gear marketplace Reverb, apparel resale marketplace Depop, and Elo7, known widely as &#34;The Etsy of Brazil.&#34; Bear in mind, Latin America is one of the fastest-growing e-commerce markets in the world, and Brazil is the largest market within this region, controlling about 25% of all sales generated in the area.</p><p>While the market hasn&#39;t been as kind to shares of Etsy over the last year, its underlying business is continuing to expand and mark impressive growth improvements from pre-pandemic levels. Case in point: Etsy&#39;s gross merchandise sales of $3 billion in the third quarter of 2022 represented a whopping 150% increase on a three-year basis. Meanwhile, Etsy&#39;s cohorts of active buyers, habitual buyers (buyers who spent more than $200 in the past 12 months and clocked six or more purchase days on Etsy), and repeat buyers were up 100%, 223%, and 125%, respectively, in Q3 2022 compared to the same quarter in 2019.</p><p>Etsy&#39;s competitive advantage in a fast-growing slice of the multi-trillion-dollar e-commerce market, not to mention the extremely low overhead costs it bears because it doesn&#39;t store or ship inventory, all bode well for its ability to ride out any near-term changes in consumer spending. Over the long term, people will continue to shop online, and the desire for unique and vintage items isn&#39;t going away either.</p><p>With a stash of $1.1 billion in cash and investments on its balance sheet at the end of Q3, Etsy is well-positioned for imminent choppy waters, but its overall growth opportunity poses a particularly compelling buy in the current market.</p><h2>2. Fiverr</h2><p>Some Wall Street analysts currently estimate <b>Fiverr International</b>&#39;s 12-month upside at 43% on the high end. Shares of Fiverr have jumped by about 22% from the beginning of January. Fiverr&#39;s volatile share movements over the last year haven&#39;t really been tied to concerning business developments, but rather to fluctuating sentiment about growth stocks in general.</p><p>Fiverr boasts sellers on its platform ranging from lawyers to copywriters to voice actors, while buyers of the millions of services accessible on the platform range from small businesses to Fortune 500 enterprises. While Fiverr still isn&#39;t profitable -- and that&#39;s another point that may be keeping some investors at bay -- management is actively investing in the growth of its business to set it up for a durable position as one of the world&#39;s leading freelance platforms. And it appears to be working.</p><p>In the 12 months leading up to the end of Q3 2022, the spend per buyer jumped 12% compared to the same time frame in the prior year. Revenue was up 11% year over year in the third quarter of 2022 to $83 million, while adjusted EBITDA totaled just shy of $7 million for the three-month period with a GAAP gross margin of 81%.</p><p>Fiverr continues to upgrade its platform options for both buyers and sellers. Companies can use Fiverr&#39;s Talent Cloud to onboard and manage entire teams of freelancers both online and offline, an offering boosted by the company&#39;s acquisition of Stoke Talent in 2021. In addition, freelancers can pay for Promoted Gigs, which are advertisements to increase the visibility of their listed services to prospective buyers.</p><p>As of Q3, Fiverr now offers two tiers of its paid Seller Plus program, which offers freelancers everything from advanced analytics to buyer activity insights to build out their business. Fiverr also continues to invest in subscription programs, one of which allows freelancers to sell ongoing gigs to clients for up to six months at a time. Fiverr&#39;s dedication to continually upgrading its experience for freelancers and buyers of gig services are moves that could pay off big time for the business and its shareholders in the next decade and beyond.</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>2 Stocks That Could Soar 38% to 42% In 2023, According to Wall Street</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\">\n2 Stocks That Could Soar 38% to 42% In 2023, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/03/2-stocks-that-could-soar-38-to-42-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Whether you're a brand new investor or have seen your fair share of market ups and downs, there's no denying that stock market events of the past months have tested even the most seasoned traders. ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/03/2-stocks-that-could-soar-38-to-42-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2023/02/03/2-stocks-that-could-soar-38-to-42-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308975892","content_text":"Whether you're a brand new investor or have seen your fair share of market ups and downs, there's no denying that stock market events of the past months have tested even the most seasoned traders. While it's important to regularly evaluate your portfolio's balance to ensure your investment theses remain intact and the composition of your holdings aligns with your current risk tolerance, a down market doesn't mean you need to avoid investing or rush to sell off your stocks.Assuming the thesis for companies you own or follow is still there, discounted share prices can present an incredible opportunity to buy more companies you love at record-cheap prices. On that note, let's take a look at two stocks that some analysts on Wall Street have high hopes for in the next year, but which have durable underlying businesses that can drive portfolio growth for years to come.1. EtsySeveral analysts estimate that Etsy could realize a 12-month upside of about 38%. The stock is trading up by nearly 20% from the start of the year.Etsy is dominant in a remarkably targeted but underpenetrated segment of the overall e-commerce market. With its focus on vintage, unique, and handmade items, management says that Etsy.com alone could face a total addressable online market of nearly $470 billion. And it's only penetrated about 3% of that total market.Of course, Etsy has also acquired other businesses in recent years that can fuel growth beyond the Etsy.com platform in the future, including music gear marketplace Reverb, apparel resale marketplace Depop, and Elo7, known widely as \"The Etsy of Brazil.\" Bear in mind, Latin America is one of the fastest-growing e-commerce markets in the world, and Brazil is the largest market within this region, controlling about 25% of all sales generated in the area.While the market hasn't been as kind to shares of Etsy over the last year, its underlying business is continuing to expand and mark impressive growth improvements from pre-pandemic levels. Case in point: Etsy's gross merchandise sales of $3 billion in the third quarter of 2022 represented a whopping 150% increase on a three-year basis. Meanwhile, Etsy's cohorts of active buyers, habitual buyers (buyers who spent more than $200 in the past 12 months and clocked six or more purchase days on Etsy), and repeat buyers were up 100%, 223%, and 125%, respectively, in Q3 2022 compared to the same quarter in 2019.Etsy's competitive advantage in a fast-growing slice of the multi-trillion-dollar e-commerce market, not to mention the extremely low overhead costs it bears because it doesn't store or ship inventory, all bode well for its ability to ride out any near-term changes in consumer spending. Over the long term, people will continue to shop online, and the desire for unique and vintage items isn't going away either.With a stash of $1.1 billion in cash and investments on its balance sheet at the end of Q3, Etsy is well-positioned for imminent choppy waters, but its overall growth opportunity poses a particularly compelling buy in the current market.2. FiverrSome Wall Street analysts currently estimate Fiverr International's 12-month upside at 43% on the high end. Shares of Fiverr have jumped by about 22% from the beginning of January. Fiverr's volatile share movements over the last year haven't really been tied to concerning business developments, but rather to fluctuating sentiment about growth stocks in general.Fiverr boasts sellers on its platform ranging from lawyers to copywriters to voice actors, while buyers of the millions of services accessible on the platform range from small businesses to Fortune 500 enterprises. While Fiverr still isn't profitable -- and that's another point that may be keeping some investors at bay -- management is actively investing in the growth of its business to set it up for a durable position as one of the world's leading freelance platforms. And it appears to be working.In the 12 months leading up to the end of Q3 2022, the spend per buyer jumped 12% compared to the same time frame in the prior year. Revenue was up 11% year over year in the third quarter of 2022 to $83 million, while adjusted EBITDA totaled just shy of $7 million for the three-month period with a GAAP gross margin of 81%.Fiverr continues to upgrade its platform options for both buyers and sellers. Companies can use Fiverr's Talent Cloud to onboard and manage entire teams of freelancers both online and offline, an offering boosted by the company's acquisition of Stoke Talent in 2021. In addition, freelancers can pay for Promoted Gigs, which are advertisements to increase the visibility of their listed services to prospective buyers.As of Q3, Fiverr now offers two tiers of its paid Seller Plus program, which offers freelancers everything from advanced analytics to buyer activity insights to build out their business. Fiverr also continues to invest in subscription programs, one of which allows freelancers to sell ongoing gigs to clients for up to six months at a time. Fiverr's dedication to continually upgrading its experience for freelancers and buyers of gig services are moves that could pay off big time for the business and its shareholders in the next decade and beyond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940310629,"gmtCreate":1677685920362,"gmtModify":1677685923745,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940310629","repostId":"2316069863","repostType":4,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926948069,"gmtCreate":1671456064652,"gmtModify":1676538539103,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926948069","repostId":"1124238643","repostType":4,"repost":{"id":"1124238643","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1671454769,"share":"https://ttm.financial/m/news/1124238643?lang=&edition=fundamental","pubTime":"2022-12-19 20:59","market":"us","language":"en","title":"Pre-Bell｜U.S. Futures Higher After Two-Week Selloff; Tesla Jumps on Musk Poll","url":"https://stock-news.laohu8.com/highlight/detail?id=1124238643","media":"Tiger Newspress","summary":"U.S. stock index futures edged higher on Monday after equities suffered two straight weeks of losses","content":"<html><head></head><body><p>U.S. stock index futures edged higher on Monday after equities suffered two straight weeks of losses, while Tesla shares rose after CEO Elon Musk launched a poll asking if he should quit as Twitter&#39;s boss.</p><p>Economic data this week including housing starts, consumer confidence, weekly jobless claims and core personal consumption spending growth for November will set the investor mood, providing more clues on future rate hikes by the central bank.</p><h2>Market Snapshot</h2><p>At 7:55 a.m. ET, Dow e-minis were up 74 points, or 0.22%, S&amp;P 500 e-minis were up 12.75 points, or 0.33%, and Nasdaq 100 e-minis were up 49.5 points, or 0.44%.</p><p><img src=\"https://static.tigerbbs.com/1aef430e80f68a2d282574f90a3b2eda\" tg-width=\"387\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/></p><h2>Pre-Market Movers</h2><p><b>Tesla (TSLA)</b> – Tesla shares jumped 3% in the premarket after CEO Elon Musk ran a Twitter poll on whether he should remain as Twitter’s chief executive, and that he would abide by the results. Some major Tesla shareholders have expressed concern over Musk trying to run both companies, saying Twitter is a major distraction.</p><p><b>Meta Platforms (META)</b> – The European Commission said it told Meta that the Facebook parent was abusing its dominant position in online classified ads and that it might be violating EU antitrust laws. The EU also said that Meta could be subject to a fine of up to 10% of annual revenue if it determines that those laws were violated. Meta fell 1.2% in premarket action.</p><p><b>Moderna (MRNA)</b> – The vaccine maker jumped 3.4% in premarket trading afterJefferies upgradedthe stock to buy from hold, noting a robust pipeline beyond Covid treatments.</p><p><b>Aerojet Rocketdyne (AJRD) </b>– Aerojet Rocketdyne agreed to be bought by rival defense contractor <b>L3Harris Technologies (LHX)</b> for $4.7 billion, or $58 per share in cash. Aerojet Rocketdyne rose 1.7% in the premarket, while L3Harris fell 1.7%.</p><p><b>Mesa Air Group (MESA)</b> – Mesa shares surged 7.7% in premarket trading following the airline’s announcement that it is finalizing a deal to run regional flights for United Airlines (UAL) and that it is ending its partnership with American Airlines (AAL).</p><p><b>Sinclair Broadcast Group (SBGI)</b> – Sinclair fell 4.4% in premarket trading after the New York Post reported that bankruptcy is likely for Sinclair’s Diamond Sports Group, which operates 21 regional sports networks.</p><p><b>TuSimple (TSP)</b> – TuSimple may announce this week that it is cutting its staff in half, according to people familiar with the matter who spoke to the Wall Street Journal. The self-driving truck startup had about 1,430 employees as of June.</p><p><b>Warner Music Group (WMG)</b> – Warner Music shares rallied 3% in the premarket after Atlantic Equities upgraded the stock to overweight from neutral. The firm said Warner Music has shown that it can continue to deliver growth in streaming despite a difficult economic backdrop.</p><h2>Market News</h2><h3>Elon Musk Poll Shows 57.5% Want Him to Step Down As Twitter Chief</h3><p>A poll by Elon Musk on whether he should quit as Twitter CEO showed the majority of users of the social media platform who took part voted in favor of the move, after the poll ended on Monday.</p><p>About 57.5% votes were for &#34;Yes&#34;, while 42.5% were against the idea of Musk stepping down as the head of Twitter, according to the poll the billionaire launched on Sunday evening. Over 17.5 million people took part in the vote.</p><h3>Sam Bankman-Fried Is Expected to Consent to Extradition From Bahamas</h3><p>FTX co-founder Sam Bankman-Fried is planning to consent to extradition to the U.S. to face criminal charges related to the cryptocurrency exchange&#39;s collapse, people familiar with the matter said.</p><p>Mr. Bankman-Fried has been in custody in the Bahamas since he was arrested last Monday in connection with several U.S. criminal charges, which were unsealed a day later. Federal prosecutors in <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a> have charged Mr. Bankman-Fried with fraud and money-laundering offenses, alleging he defrauded customers, lenders and investors. They also alleged he violated campaign-finance rules by making illegal political contributions.</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>Pre-Bell｜U.S. Futures Higher After Two-Week Selloff; Tesla Jumps on Musk Poll</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\">\nPre-Bell｜U.S. Futures Higher After Two-Week Selloff; Tesla Jumps on Musk Poll\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-19 20:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edged higher on Monday after equities suffered two straight weeks of losses, while Tesla shares rose after CEO Elon Musk launched a poll asking if he should quit as Twitter&#39;s boss.</p><p>Economic data this week including housing starts, consumer confidence, weekly jobless claims and core personal consumption spending growth for November will set the investor mood, providing more clues on future rate hikes by the central bank.</p><h2>Market Snapshot</h2><p>At 7:55 a.m. ET, Dow e-minis were up 74 points, or 0.22%, S&amp;P 500 e-minis were up 12.75 points, or 0.33%, and Nasdaq 100 e-minis were up 49.5 points, or 0.44%.</p><p><img src=\"https://static.tigerbbs.com/1aef430e80f68a2d282574f90a3b2eda\" tg-width=\"387\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/></p><h2>Pre-Market Movers</h2><p><b>Tesla (TSLA)</b> – Tesla shares jumped 3% in the premarket after CEO Elon Musk ran a Twitter poll on whether he should remain as Twitter’s chief executive, and that he would abide by the results. Some major Tesla shareholders have expressed concern over Musk trying to run both companies, saying Twitter is a major distraction.</p><p><b>Meta Platforms (META)</b> – The European Commission said it told Meta that the Facebook parent was abusing its dominant position in online classified ads and that it might be violating EU antitrust laws. The EU also said that Meta could be subject to a fine of up to 10% of annual revenue if it determines that those laws were violated. Meta fell 1.2% in premarket action.</p><p><b>Moderna (MRNA)</b> – The vaccine maker jumped 3.4% in premarket trading afterJefferies upgradedthe stock to buy from hold, noting a robust pipeline beyond Covid treatments.</p><p><b>Aerojet Rocketdyne (AJRD) </b>– Aerojet Rocketdyne agreed to be bought by rival defense contractor <b>L3Harris Technologies (LHX)</b> for $4.7 billion, or $58 per share in cash. Aerojet Rocketdyne rose 1.7% in the premarket, while L3Harris fell 1.7%.</p><p><b>Mesa Air Group (MESA)</b> – Mesa shares surged 7.7% in premarket trading following the airline’s announcement that it is finalizing a deal to run regional flights for United Airlines (UAL) and that it is ending its partnership with American Airlines (AAL).</p><p><b>Sinclair Broadcast Group (SBGI)</b> – Sinclair fell 4.4% in premarket trading after the New York Post reported that bankruptcy is likely for Sinclair’s Diamond Sports Group, which operates 21 regional sports networks.</p><p><b>TuSimple (TSP)</b> – TuSimple may announce this week that it is cutting its staff in half, according to people familiar with the matter who spoke to the Wall Street Journal. The self-driving truck startup had about 1,430 employees as of June.</p><p><b>Warner Music Group (WMG)</b> – Warner Music shares rallied 3% in the premarket after Atlantic Equities upgraded the stock to overweight from neutral. The firm said Warner Music has shown that it can continue to deliver growth in streaming despite a difficult economic backdrop.</p><h2>Market News</h2><h3>Elon Musk Poll Shows 57.5% Want Him to Step Down As Twitter Chief</h3><p>A poll by Elon Musk on whether he should quit as Twitter CEO showed the majority of users of the social media platform who took part voted in favor of the move, after the poll ended on Monday.</p><p>About 57.5% votes were for &#34;Yes&#34;, while 42.5% were against the idea of Musk stepping down as the head of Twitter, according to the poll the billionaire launched on Sunday evening. Over 17.5 million people took part in the vote.</p><h3>Sam Bankman-Fried Is Expected to Consent to Extradition From Bahamas</h3><p>FTX co-founder Sam Bankman-Fried is planning to consent to extradition to the U.S. to face criminal charges related to the cryptocurrency exchange&#39;s collapse, people familiar with the matter said.</p><p>Mr. Bankman-Fried has been in custody in the Bahamas since he was arrested last Monday in connection with several U.S. criminal charges, which were unsealed a day later. Federal prosecutors in <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a> have charged Mr. Bankman-Fried with fraud and money-laundering offenses, alleging he defrauded customers, lenders and investors. They also alleged he violated campaign-finance rules by making illegal political contributions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","TSLA":"特斯拉",".SPX":"S&P 500 Index","MESA":"Mesa Air Group, Inc.","SBGI":"辛克莱广播集团","LHX":"哈里斯公司","AJRD":"Aerojet Rocketdyne Holdings Inc","META":"Meta Platforms, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124238643","content_text":"U.S. stock index futures edged higher on Monday after equities suffered two straight weeks of losses, while Tesla shares rose after CEO Elon Musk launched a poll asking if he should quit as Twitter's boss.Economic data this week including housing starts, consumer confidence, weekly jobless claims and core personal consumption spending growth for November will set the investor mood, providing more clues on future rate hikes by the central bank.Market SnapshotAt 7:55 a.m. ET, Dow e-minis were up 74 points, or 0.22%, S&P 500 e-minis were up 12.75 points, or 0.33%, and Nasdaq 100 e-minis were up 49.5 points, or 0.44%.Pre-Market MoversTesla (TSLA) – Tesla shares jumped 3% in the premarket after CEO Elon Musk ran a Twitter poll on whether he should remain as Twitter’s chief executive, and that he would abide by the results. Some major Tesla shareholders have expressed concern over Musk trying to run both companies, saying Twitter is a major distraction.Meta Platforms (META) – The European Commission said it told Meta that the Facebook parent was abusing its dominant position in online classified ads and that it might be violating EU antitrust laws. The EU also said that Meta could be subject to a fine of up to 10% of annual revenue if it determines that those laws were violated. Meta fell 1.2% in premarket action.Moderna (MRNA) – The vaccine maker jumped 3.4% in premarket trading afterJefferies upgradedthe stock to buy from hold, noting a robust pipeline beyond Covid treatments.Aerojet Rocketdyne (AJRD) – Aerojet Rocketdyne agreed to be bought by rival defense contractor L3Harris Technologies (LHX) for $4.7 billion, or $58 per share in cash. Aerojet Rocketdyne rose 1.7% in the premarket, while L3Harris fell 1.7%.Mesa Air Group (MESA) – Mesa shares surged 7.7% in premarket trading following the airline’s announcement that it is finalizing a deal to run regional flights for United Airlines (UAL) and that it is ending its partnership with American Airlines (AAL).Sinclair Broadcast Group (SBGI) – Sinclair fell 4.4% in premarket trading after the New York Post reported that bankruptcy is likely for Sinclair’s Diamond Sports Group, which operates 21 regional sports networks.TuSimple (TSP) – TuSimple may announce this week that it is cutting its staff in half, according to people familiar with the matter who spoke to the Wall Street Journal. The self-driving truck startup had about 1,430 employees as of June.Warner Music Group (WMG) – Warner Music shares rallied 3% in the premarket after Atlantic Equities upgraded the stock to overweight from neutral. The firm said Warner Music has shown that it can continue to deliver growth in streaming despite a difficult economic backdrop.Market NewsElon Musk Poll Shows 57.5% Want Him to Step Down As Twitter ChiefA poll by Elon Musk on whether he should quit as Twitter CEO showed the majority of users of the social media platform who took part voted in favor of the move, after the poll ended on Monday.About 57.5% votes were for \"Yes\", while 42.5% were against the idea of Musk stepping down as the head of Twitter, according to the poll the billionaire launched on Sunday evening. Over 17.5 million people took part in the vote.Sam Bankman-Fried Is Expected to Consent to Extradition From BahamasFTX co-founder Sam Bankman-Fried is planning to consent to extradition to the U.S. to face criminal charges related to the cryptocurrency exchange's collapse, people familiar with the matter said.Mr. Bankman-Fried has been in custody in the Bahamas since he was arrested last Monday in connection with several U.S. criminal charges, which were unsealed a day later. Federal prosecutors in Manhattan have charged Mr. Bankman-Fried with fraud and money-laundering offenses, alleging he defrauded customers, lenders and investors. They also alleged he violated campaign-finance rules by making illegal political contributions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926923521,"gmtCreate":1671451381763,"gmtModify":1676538538303,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926923521","repostId":"2292886262","repostType":2,"repost":{"id":"2292886262","kind":"highlight","pubTimestamp":1671463802,"share":"https://ttm.financial/m/news/2292886262?lang=&edition=fundamental","pubTime":"2022-12-19 23:30","market":"us","language":"en","title":"The Fed Crushed Investors' Hopes Of A Santa Claus Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2292886262","media":"Seeking Alpha","summary":"SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/i","content":"<html><head></head><body><h2>Summary</h2><ul><li>Bloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.</li><li>So the hammering last week could have stunned these investors? Isn&#39;t November&#39;s CPI print constructive?</li><li>Yet the Fed was never in doubt as it emphasized that it would not adjust its 2% inflation target.</li><li>Hence, the post-CPI rally has proved to be the bull trap the market needed to start the pullback in earnest.</li><li>Where we land next could determine whether the market anticipates a severe recession. Just don&#39;t expect Santa to be on time this year.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d13e0a8d019aac2afb7cc74821154791\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Win McNamee</span></p><h2>Fed Chair Jerome Powell&#39;s Finest Hawkish Moment</h2><p>The FOMC delivered and did not disappoint. We had already prepared ourselves for a hawkish Fed through the end of 2023, with the Fed&#39;s revised median terminal rate of 5.1% slightly ahead of the economists&#39; consensus.</p><p>Hence, the critical question is whether the Fed is committed to maintaining its inflation target of 2%, even as Fed Chair Jerome Powell brushed off any suggestion of a change.</p><p>Some commentators suggested that the Fed&#39;s credibility could be tested, as they view the target as &#34;no longer credible.&#34; For example, Pershing Square Capital Management founder Bill Ackman articulated that the Fed should adjust its target, seeing 3% as a viable target, as &#34;businesses need price stability, but can thrive in a world with 3% stable inflation.&#34;</p><p>Notwithstanding, former Treasury Secretary Lawrence Summers applauded the Fed&#39;s decision to keep to its 2% inflation target. Summers articulated that &#34;[he&#39;s] gratified to see the ways in which the Fed has caught up.&#34;</p><p>The Fed&#39;s revised summary of economic projections (SEP) suggests its PCE inflation forecasts have been raised to 2.1% by 2025 from its previous 2% projections in September. However, market forecasters are debating whether the Fed has incorporated the latest CPI report into its SEP, given the short notice from November&#39;s CPI release (December 13) to Powell&#39;s presser (December 14).</p><p>UBS Securities economist Alan Detmeister articulated that the Fed&#39;s SEP indicates that &#34;[it has] extremely strong December numbers for inflation written in.&#34; However, the timing of November&#39;s CPI print might not have been reflected accordingly, even though Powell maintained in the pressor that such data points had been considered. Detmeister highlighted:</p><blockquote>Very few of them would have probably gone ahead and updated their submissions and really worked out what it would&#39;ve taken in December to hit that target. - <i>Bloomberg</i></blockquote><h2>Is The Fed Willing To Drive A Deep Recession?</h2><p>Hence, investors looking through the recent media releases and commentary from economists and market strategists are likely more confused as they parse whether the Fed could be &#34;bluffing.&#34;</p><p>RBC chief US economist Tom Porcelli even argued: &#34;This aggressive hiking cycle is going to cause some damage. The Fed will cut rates twice in 2023.&#34;</p><p>Sure, bulls think that the Fed could be forced to cut rates, as even its revised SEP suggests a recession is looking increasingly likely. However, Powell declined to predict whether one could occur, emphasizing he doesn&#39;t have a crystal ball. Still, BofA strategists stressed that they see the potential for a &#34;Fed policy mistake driving hard landing.&#34;</p><p>However, Edward Yardeni maintained his call in his December 15 briefing that the Fed&#39;s &#34;soft-landing forecast makes sense to us.&#34;</p><p>Therefore, we believe investors have likely gleaned a series of confusing commentary rather than clarity as strategists and economists assess whether the Fed could force a recession to keep its commitment to pressing down inflation.</p><p>Furthermore, S&amp;P Global highlighted in a recent commentary that it sees inflationary pressures abating across the US economy, including services. It articulated:</p><blockquote>We got the steepest downturn we&#39;ve seen since the global financial crisis, if the initial lockdown period is excluded. The good news is that this downturn in the economy is alleviating inflationary pressures. - <i>WSJ</i></blockquote><p>Hence, could the Fed&#39;s head be turned, even as it expects to continue hiking rates through the end of 2023? Would the Fed be responsive enough to a potential policy error that could drive the economy to a deeper downturn than the FOMC had planned for?</p><p>Even Summers has not ruled out that the labor market could be hit with a &#34;particularly sharp weakening,&#34; helping to alleviate one of the most consistent drivers of inflation markedly.</p><h2>The Market Was Already Primed For A Pullback, Regardless</h2><p>However, despite the sharp recovery in October and the positive CPI print on Wednesday, we believe that market operators were never in doubt. The market was well-primed for a pullback. We also articulated in a recent commentary after the release of November&#39;s CPI metrics to our members:</p><blockquote><i>The market is still primed for a pullback.</i> I [have already] revised the <i>short-term market bias on November 22 to Bearish.</i> We got the [initial] pullback, but it wasn&#39;t enough on the medium-term chart. So, [on December 12], I revised [the short-term bias] to Neutral to reflect the recent pullback [as] short-term indicators [are] no longer overbought. But, with yesterday&#39;s [December 13, post-CPI release] possible bull trap price action, I&#39;ve revised it down one notch to Bearish-Neutral for our short-term bias. I will discuss this in more detail after we get more clarity on today&#39;s FOMC presser. - <i>Ultimate Growth Investing December 14 - Pre-market briefing</i></blockquote><p>That&#39;s right. The market has drawn in investors astutely into FOMO mode as they feared they missed its October lows. We highlighted to our members on October 21 that &#34;we have the bullish reversal condition that we need. So, we are good to go.&#34; During those days, we vividly recall that the media and strategists were highly pessimistic.</p><p>We even highlighted in October to members that &#34;money managers are sitting on the highest levels of dry powder waiting to be deployed in twenty years.&#34; Therefore, we aren&#39;t surprised that Bloomberg reported:</p><blockquote>After a month of drawing down positions, investors poured $25 billion in stocks in the week through Wednesday only to see the S&amp;P 500 plummet as the Federal Reserve and other central banks stuck with hawkish stances that threaten to spur a recession. - Bloomberg</blockquote><h2>Takeaway</h2><p>Recall we mentioned that we revised our short-term market bias to Bearish on November 22, nearly four weeks ago. The market had prepared for this moment for a while, drawing in unsuspecting retail/institutional investors into FOMO, anticipating the Santa Claus rally to unfold.</p><p>Our suggestion is this: Be wary. The pullback is likely far from over, and where it takes us next could portend whether October lows could be sustained. And don&#39;t FOMO again.</p></body></html>","source":"seekingalpha_fund","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 Crushed Investors' Hopes Of A Santa Claus Rally</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 Crushed Investors' Hopes Of A Santa Claus Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.So the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292886262","content_text":"SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.So the hammering last week could have stunned these investors? Isn't November's CPI print constructive?Yet the Fed was never in doubt as it emphasized that it would not adjust its 2% inflation target.Hence, the post-CPI rally has proved to be the bull trap the market needed to start the pullback in earnest.Where we land next could determine whether the market anticipates a severe recession. Just don't expect Santa to be on time this year.Win McNameeFed Chair Jerome Powell's Finest Hawkish MomentThe FOMC delivered and did not disappoint. We had already prepared ourselves for a hawkish Fed through the end of 2023, with the Fed's revised median terminal rate of 5.1% slightly ahead of the economists' consensus.Hence, the critical question is whether the Fed is committed to maintaining its inflation target of 2%, even as Fed Chair Jerome Powell brushed off any suggestion of a change.Some commentators suggested that the Fed's credibility could be tested, as they view the target as \"no longer credible.\" For example, Pershing Square Capital Management founder Bill Ackman articulated that the Fed should adjust its target, seeing 3% as a viable target, as \"businesses need price stability, but can thrive in a world with 3% stable inflation.\"Notwithstanding, former Treasury Secretary Lawrence Summers applauded the Fed's decision to keep to its 2% inflation target. Summers articulated that \"[he's] gratified to see the ways in which the Fed has caught up.\"The Fed's revised summary of economic projections (SEP) suggests its PCE inflation forecasts have been raised to 2.1% by 2025 from its previous 2% projections in September. However, market forecasters are debating whether the Fed has incorporated the latest CPI report into its SEP, given the short notice from November's CPI release (December 13) to Powell's presser (December 14).UBS Securities economist Alan Detmeister articulated that the Fed's SEP indicates that \"[it has] extremely strong December numbers for inflation written in.\" However, the timing of November's CPI print might not have been reflected accordingly, even though Powell maintained in the pressor that such data points had been considered. Detmeister highlighted:Very few of them would have probably gone ahead and updated their submissions and really worked out what it would've taken in December to hit that target. - BloombergIs The Fed Willing To Drive A Deep Recession?Hence, investors looking through the recent media releases and commentary from economists and market strategists are likely more confused as they parse whether the Fed could be \"bluffing.\"RBC chief US economist Tom Porcelli even argued: \"This aggressive hiking cycle is going to cause some damage. The Fed will cut rates twice in 2023.\"Sure, bulls think that the Fed could be forced to cut rates, as even its revised SEP suggests a recession is looking increasingly likely. However, Powell declined to predict whether one could occur, emphasizing he doesn't have a crystal ball. Still, BofA strategists stressed that they see the potential for a \"Fed policy mistake driving hard landing.\"However, Edward Yardeni maintained his call in his December 15 briefing that the Fed's \"soft-landing forecast makes sense to us.\"Therefore, we believe investors have likely gleaned a series of confusing commentary rather than clarity as strategists and economists assess whether the Fed could force a recession to keep its commitment to pressing down inflation.Furthermore, S&P Global highlighted in a recent commentary that it sees inflationary pressures abating across the US economy, including services. It articulated:We got the steepest downturn we've seen since the global financial crisis, if the initial lockdown period is excluded. The good news is that this downturn in the economy is alleviating inflationary pressures. - WSJHence, could the Fed's head be turned, even as it expects to continue hiking rates through the end of 2023? Would the Fed be responsive enough to a potential policy error that could drive the economy to a deeper downturn than the FOMC had planned for?Even Summers has not ruled out that the labor market could be hit with a \"particularly sharp weakening,\" helping to alleviate one of the most consistent drivers of inflation markedly.The Market Was Already Primed For A Pullback, RegardlessHowever, despite the sharp recovery in October and the positive CPI print on Wednesday, we believe that market operators were never in doubt. The market was well-primed for a pullback. We also articulated in a recent commentary after the release of November's CPI metrics to our members:The market is still primed for a pullback. I [have already] revised the short-term market bias on November 22 to Bearish. We got the [initial] pullback, but it wasn't enough on the medium-term chart. So, [on December 12], I revised [the short-term bias] to Neutral to reflect the recent pullback [as] short-term indicators [are] no longer overbought. But, with yesterday's [December 13, post-CPI release] possible bull trap price action, I've revised it down one notch to Bearish-Neutral for our short-term bias. I will discuss this in more detail after we get more clarity on today's FOMC presser. - Ultimate Growth Investing December 14 - Pre-market briefingThat's right. The market has drawn in investors astutely into FOMO mode as they feared they missed its October lows. We highlighted to our members on October 21 that \"we have the bullish reversal condition that we need. So, we are good to go.\" During those days, we vividly recall that the media and strategists were highly pessimistic.We even highlighted in October to members that \"money managers are sitting on the highest levels of dry powder waiting to be deployed in twenty years.\" Therefore, we aren't surprised that Bloomberg reported:After a month of drawing down positions, investors poured $25 billion in stocks in the week through Wednesday only to see the S&P 500 plummet as the Federal Reserve and other central banks stuck with hawkish stances that threaten to spur a recession. - BloombergTakeawayRecall we mentioned that we revised our short-term market bias to Bearish on November 22, nearly four weeks ago. The market had prepared for this moment for a while, drawing in unsuspecting retail/institutional investors into FOMO, anticipating the Santa Claus rally to unfold.Our suggestion is this: Be wary. The pullback is likely far from over, and where it takes us next could portend whether October lows could be sustained. And don't FOMO again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957719327,"gmtCreate":1677547267170,"gmtModify":1677547271010,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Will he sell shares again?&nbsp;","listText":"Will he sell shares again?&nbsp;","text":"Will he sell shares again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957719327","repostId":"2314592524","repostType":4,"repost":{"id":"2314592524","kind":"highlight","pubTimestamp":1677538652,"share":"https://ttm.financial/m/news/2314592524?lang=&edition=fundamental","pubTime":"2023-02-28 06:57","market":"us","language":"en","title":"Back on Top: Musk Becomes World’s Richest Person Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2314592524","media":"The Australian Financial Review","summary":"New York | Elon Musk has regained his spot as the world’s richest person, after briefly losing the t","content":"<html><head></head><body><p><i>New York</i> | Elon Musk has regained his spot as the world’s richest person, after briefly losing the title to France’s Bernard Arnault.</p><p>Mr Musk’s wealth has been buoyed by a nearly 70 per cent surge in Tesla’s stock price this year. It’s up about 100 per cent from its intraday low on January 6 as investors pile back into bets on riskier growth stocks amid signs of economic strength and a slower pace of Federal Reserve interest-rate increases.</p><p><img src=\"https://static.ffx.io/images/$zoom_0.314%2C$multiply_3%2C$ratio_1.5%2C$width_756%2C$x_0%2C$y_0/t_crop_custom/c_scale%2Cw_620%2Cq_88%2Cf_auto/64e84d0aae7467865c3a66b1df115a022692b459\" tg-width=\"620\" tg-height=\"413\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The company has also benefited from more demand for its electric vehicles after cutting prices on several models.</p><p>Tesla shares rose 5.5 per cent in New York, boosting Mr Musk’s net worth to $US187.1 billion ($277 billion), according to the Bloomberg Billionaires Index. That exceeds the $US185.3 billion personal fortune of Mr Arnault, the 73-year-old French tycoon behind luxury-goods powerhouse LVMH.</p><p>Mr Musk, 51, entered 2023 with a net worth of $US137 billion, becoming the first person ever to lose $US200 billion from their fortune and raising the prospect that he might struggle to reclaim his title as the world’s richest individual. He was displaced atop Bloomberg’s wealth index for more than two months after a steep slide in Tesla, where he’s chief executive.</p><p>Donations Mr Musk made late last year didn’t make much of a dent in his net worth. He gave 11.6 million Tesla shares to unnamed charitable causes between August and December, according to a disclosure in February. The stock was worth about $US1.9 billion, based on closing prices on the days it was donated.</p><p>Tesla investors had been concerned that he was devoting too much of his attention to Twitter, which he acquired in October, at the same time that his electric carmaker was facing heightened competition across the industry. Mr Musk said in December he plans to resign from his post at the social-media platform once he finds someone “foolish” enough to take the job.</p><p>He said this month that he may need until the end of the year to stabilise Twitter’s finances before handing off to a new CEO.</p><p>Tom Narayan, an analyst with RBC Capital Markets, said in a February report that Tesla’s price cuts had spurred demand for vehicles, and that the company is the “poster child” of electric cars.</p><p>“We believe there is strong demand for Tesla product even in the face of more EV competition,” Mr Narayan wrote.</p><p>Tesla is hosting its 2023 investor day on Wednesday (Thursday AEDT), with the company’s leaders set to discuss long-term expansion plans.</p><p>Tesla’s gains have far outpaced the rally in the tech-heavy Nasdaq 100 Index, which is up about 10 per cent in 2023. This year has included occasional bursts of speculative trading manias among retail traders — and Tesla is a favourite among that group.</p></body></html>","source":"afr_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>Back on Top: Musk Becomes World’s Richest Person Again</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\">\nBack on Top: Musk Becomes World’s Richest Person Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 06:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/wealth/people/back-on-top-musk-becomes-world-s-richest-person-again-20230228-p5co43><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York | Elon Musk has regained his spot as the world’s richest person, after briefly losing the title to France’s Bernard Arnault.Mr Musk’s wealth has been buoyed by a nearly 70 per cent surge in ...</p>\n\n<a href=\"https://www.afr.com/wealth/people/back-on-top-musk-becomes-world-s-richest-person-again-20230228-p5co43\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4527":"明星科技股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4588":"碎股","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","BK4099":"汽车制造商","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"https://www.afr.com/wealth/people/back-on-top-musk-becomes-world-s-richest-person-again-20230228-p5co43","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314592524","content_text":"New York | Elon Musk has regained his spot as the world’s richest person, after briefly losing the title to France’s Bernard Arnault.Mr Musk’s wealth has been buoyed by a nearly 70 per cent surge in Tesla’s stock price this year. It’s up about 100 per cent from its intraday low on January 6 as investors pile back into bets on riskier growth stocks amid signs of economic strength and a slower pace of Federal Reserve interest-rate increases.The company has also benefited from more demand for its electric vehicles after cutting prices on several models.Tesla shares rose 5.5 per cent in New York, boosting Mr Musk’s net worth to $US187.1 billion ($277 billion), according to the Bloomberg Billionaires Index. That exceeds the $US185.3 billion personal fortune of Mr Arnault, the 73-year-old French tycoon behind luxury-goods powerhouse LVMH.Mr Musk, 51, entered 2023 with a net worth of $US137 billion, becoming the first person ever to lose $US200 billion from their fortune and raising the prospect that he might struggle to reclaim his title as the world’s richest individual. He was displaced atop Bloomberg’s wealth index for more than two months after a steep slide in Tesla, where he’s chief executive.Donations Mr Musk made late last year didn’t make much of a dent in his net worth. He gave 11.6 million Tesla shares to unnamed charitable causes between August and December, according to a disclosure in February. The stock was worth about $US1.9 billion, based on closing prices on the days it was donated.Tesla investors had been concerned that he was devoting too much of his attention to Twitter, which he acquired in October, at the same time that his electric carmaker was facing heightened competition across the industry. Mr Musk said in December he plans to resign from his post at the social-media platform once he finds someone “foolish” enough to take the job.He said this month that he may need until the end of the year to stabilise Twitter’s finances before handing off to a new CEO.Tom Narayan, an analyst with RBC Capital Markets, said in a February report that Tesla’s price cuts had spurred demand for vehicles, and that the company is the “poster child” of electric cars.“We believe there is strong demand for Tesla product even in the face of more EV competition,” Mr Narayan wrote.Tesla is hosting its 2023 investor day on Wednesday (Thursday AEDT), with the company’s leaders set to discuss long-term expansion plans.Tesla’s gains have far outpaced the rally in the tech-heavy Nasdaq 100 Index, which is up about 10 per cent in 2023. This year has included occasional bursts of speculative trading manias among retail traders — and Tesla is a favourite among that group.","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951377096,"gmtCreate":1673409517016,"gmtModify":1676538832304,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951377096","repostId":"2302632190","repostType":4,"repost":{"id":"2302632190","kind":"news","pubTimestamp":1673406117,"share":"https://ttm.financial/m/news/2302632190?lang=&edition=fundamental","pubTime":"2023-01-11 11:01","market":"us","language":"en","title":"Tesla Stock: Go Fishing Below $100?","url":"https://stock-news.laohu8.com/highlight/detail?id=2302632190","media":"Seeking Alpha","summary":"SummaryTSLA's 43% drop in just 2 last months looks like a textbook stock market overreaction against","content":"<html><head></head><body><h2>Summary</h2><ul><li>TSLA&#39;s 43% drop in just 2 last months looks like a textbook stock market overreaction against a backdrop of plenty of negative news.</li><li>The valuation of the company, which was previously considered too high, no longer seems so high, even if we focus only on free cash flows and their realistic projections.</li><li>I try to incorporate some really conservative assumptions into a DCF model and come up with a fair value of about $98.5 per share.</li><li>So once the price falls below this level, GARP investors might consider gradually building a position in the stock.</li><li>I leave my rating Neutral in the hope that TSLA will slide into undervaluation relatively soon.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf807f19c74502010904c6372b10e2e6\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>grandriver/E+ via Getty Images</span></p><h2>Intro &amp; Thesis</h2><p>This is my 5th post on Tesla, Inc. (NASDAQ:TSLA) and the 4th neutral one. In my opinion, the stock has experienced a textbook overreaction, as the valuation of the company, previously considered too high, no longer seems so, even if wefocus only on free cash flows and their realistic projections. I try to incorporate some conservative assumptions into a DCF model and come up with a fair value of about $98.5 per share - it seems to me that once the price falls below this level, GARP investors might consider gradually building a position in the stock.</p><h2>Tesla&#39;s Price Action: Causes &amp; Consequences</h2><p>Like the rest of the market at the time, Tesla stock began to experience growth problems in early November 2021 when, after rising nearly 60% just 1 month before, it began a sharp decline that was followed by bouts of recovery but eventually marked the beginning of a long-term downtrend that continues to this day.</p><p>The descending channel on the way down formed exciting entry points for TSLA to rally, but selling pressure was so intense that the stock could not resist and continued to update its local lows. As a result, TSLA has fallen &gt;74% from its November 2021 peak and is currently trading about 56% below its 200-day simple moving average:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a28b85e5767a6de072aa2489bc31101\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"/><span>TrendSpider, TSLA, author&#39;s notes</span></p><p>One of the biggest problems for the company at the start of its downward trajectory was valuation - recall that Tesla was trading at 160 times and 360 times TTM-based EV/EBITDA and price-to-earnings ratios, respectively, in November 2021:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23ba164f5855603b1dd81c83fba25e8c\" tg-width=\"640\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>YCharts, TSLA, author&#39;s notes</span></p><p>The multiple contraction - at least based on the above 3 TTM-based metrics - was about 86.3%, which is too sharp a decline for a simple adjustment based on an interest rate hike. And if we look at the forward ratios, then the multiple contraction in some places reaches ~94%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5b1684ab867b6d7326ee0f804a94ab5\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>To give you an idea of the extent of today&#39;s multiple contraction - during the COVID-19 era, EV/EBITDA ratio bottomed out at about 18-20x, while the 1-year forward ratio is now ~13x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f45de9e952829689c0fd6dcf9f437fdf\" tg-width=\"640\" tg-height=\"421\" width=\"100%\" height=\"auto\"/><span>YCharts, TSLA, author&#39;s notes</span></p><p>There must be a good reason for such a sharp decline - TSLA has several such reasons at once, and all of them are recent. However, the decline has also accelerated relatively recently - the stock lost &gt;36% over the past month.</p><p><i>The first</i> and perhaps most important reason for the fall is Elon Musk&#39;s refusal to step down as CEO of Twitter until he finds a worthy successor for the role. Tesla investors were [and presumably still are] concerned that the search will drag on and Musk will lose control of his main asset.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b701128d668ffb0d1438291dc6b398e\" tg-width=\"640\" tg-height=\"212\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha News, author&#39;s notes</span></p><p><i>The second</i> news item is huge selling volumes from Musk, who mercilessly sold his shares in large portions in early November and December:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/434305643aa50e6a7652c28035f50323\" tg-width=\"340\" tg-height=\"567\" width=\"100%\" height=\"auto\"/><span>TrendSpider, TSLA&#39;s Insiders, author&#39;s notes</span></p><p><i>The third</i> piece of news is the introduction of a new hiring freeze and further layoffs through 2023 (presumably Q1), as Electrek writes, citing &#34;a reliable source familiar with the matter.&#34;</p><p><i>The fourth piece</i> of news is thehalt of productionin Shanghai, which in 2021 accounted for 51.7% of Tesla&#39;s global production capacity. While the company did not specify a reason for the production halt, Reuters previously reported that the suspension of Model Y assembly at the Shanghai plant at the end of the month would be part of a 30% reduction in planned production for the model in December. Additionally, sources have noted that employees at Tesla&#39;s Gigafactory in Shanghai and supplier plants have been falling ill due to a recent outbreak of COVID cases in the area.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19eb26f1096b415c5a4694ddade53ced\" tg-width=\"640\" tg-height=\"200\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha News, author&#39;s notes</span></p><p><i>The fifth piece</i> of news is the record deliveries in Q4 2022 that the company announced a few days ago, which unfortunately for TSLA investors did not meet consensus estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3acf215e76cf3a376b3eb5ad27020e42\" tg-width=\"640\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha News, author&#39;s notes</span></p><p><i>The sixth</i> <i>piece</i> of news was an addition to the 4th one - the company was forced to cut prices of its Model Y and Model 3 in China for the second time in less than three months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9bbae14d732bd0d60387c76beb4539\" tg-width=\"640\" tg-height=\"196\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha News, author&#39;s notes</span></p><p>So all this news has created a kind of perfect storm that has led to an unprecedented multiple contraction discussed above.</p><p>Analysts at some investment banks have added fuel to the fire by massively lowering their price targets after the share price plunge - you know, previous recommendations of $200-250 per share would have assumed 77-87% growth in the stock over the next 12 months, which seems too generous and not permissible for the sell side.</p><p>One of the most significant downgrades, in my opinion, was made by analysts Ryan Brinkman,Rajat Gupta, CFA, Manasvi Garg, et al. of J.P. Morgan. Their valuation calculations and general reasoning seemed the most realistic to me [compared say to BofA and Goldman Sachs] back in October 2022. This time I think the bank&#39;s updated report deserves our attention, just like last time.</p><h2>JPMorgan&#39;s New $125 Target Price - Assumptions And Reality Check</h2><p>It is worth noting that, unlike the Street consensus, JPMorgan analysts expected Tesla to deliver significantly less in Q4 2022, so the company actually slightly outperformed the bank&#39;s internal forecasts by +4%. Citing multiple price cuts in China during the quarter and the $7,500 discount in the U.S. at the end of Q4, JPMorgan lowered its price target from $150 per share [October 2022] to $125 per share as of Jan. 3, 2023:</p><blockquote>4Q deliveries exceeded the 388,500 we had modeled by +4%. However, this modest beat to our deliveries estimate and modest miss to consensus appears to have come at the cost of atypically high discounting (for example, a $7,500 discount in the US late in 4Q more reminiscent of traditional automakers trading at substantially lower earnings multiples, and multiple price cuts in China throughout the quarter). We are lowering our 4Q EPS estimate from $1.19 prior — flowing only the +4% volume beat through our model would have implied EPS of $1.28, although, with the ratcheting down of pricing and margin expectations, we now forecast $1.16.</blockquote><blockquote>Source: JPMorgan on TSLA, January 3, 2023</blockquote><p>It&#39;s interesting to look at the assumptions the bank used in valuing Tesla. They assume that annual sales growth (while remaining impressive overall) is likely to decline every year from now on (they forecast +26% growth in FY2023, +24% in FY2024, and +20% in FY2025), even in the face of growing competition. Tesla&#39;s last model refresh (the updated S &amp; X) dates to spring 2021, and many competing models have entered the market since then. Investors&#39; forecasts for +50% annual growth have been helped by the fact that demand has so far outstripped supply. However, with significant capacity coming online in 2023 as a whole compared to 2022 (annual installed run-rate capacity according to 3Q22 shareholder letter of &gt; 1.9M as Austin and Berlin ramp compared to deliveries of 1.3M. in 2022), supply in FY2023 is unlikely to be the limiting factor on Tesla&#39;s deliveries that it has been in prior years, so a significant miss on deliveries relative to expectations could be particularly damaging to investors&#39; long-term expectations. As a result, analysts have significantly lowered their EPS estimates: FY2023 to $4.60 from $4.84, FY2024 to $5.15 from $5.35, and FY2025 to $5.55 from $5.65.</p><p>The new price target of $125 per share is predicated upon a 50/50 blend of DCF and 2025E-based multiples analysis (itself a blend of P/E, EV/EBITDA, and price-to-sales). To help you better understand the entire reasoning behind JPM&#39;s model, I have summarized the various parts of the model in one image:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58d337bc7188a17b2eeb4fe14ac90428\" tg-width=\"640\" tg-height=\"381\" width=\"100%\" height=\"auto\"/><span>JPMorgan&#39;s valuation model for Tesla, author&#39;s compilation with notes</span></p><p>The multiple-based analysis consists largely of comparing Tesla by 5 categories:</p><ul><li><i>Disruptive Technology</i>: Apple (AAPL), Google (GOOGL);</li><li><i>Clean Technology</i>: First Solar (FSLR), SunPower (SPWR);</li><li><i>Auto Tech / Innovation</i>: BorgWarner (BWA), Gentex (GNTX);</li><li><i>Luxury Automakers</i>: BMW (OTCPK:BMWYY), Mercedes (OTCPK:MBGAF);</li><li><i>High-Growth Automakers</i>: BYD (OTCPK:BYDDF), Great Wall (OTCPK:GWLLF), and SAIC Motor.</li></ul><p>As you can see, JPM did not include classic American manufacturers such as Ford (F) or General Motors (GM) in this list, which is unacceptable in my opinion - after all, the end market for them is almost the same. It seems to me that if the 6th category were included in the above list, the implied value for the entire segment would be somewhat less than the $148 per share we see now. So the DCF-based projections are a much more reliable metric, in my opinion.</p><p>I propose to independently build a DCF model to value TSLA stock -<i>how realistic is the current price in terms of its &#34;intrinsic value&#34;?</i></p><h2>DCF Based On My Reality</h2><p>I write &#34;<i>My Reality</i>&#34; because some of the assumptions I will take as a basis will most likely not coincide with yours - this is perfectly normal, I suggest discussing our contradictions in the comments section.</p><p>JPM has projected a gradual decline in revenue growth from +26% to +20% in the last projected year (FY25) - I want to be even more conservative here and assume that revenue will grow at a rate of 20% from FY23 to FY25, and by only 15% in FY26. Also, I expect the EBITDA margin to drop to 8% in FY23 (TTM EBITDA margin now = 21.65%) and EBIT margin to be negative -50 bps due to increased expenses (TTM EBIT margin now = 16.83%). So, I try to take into account the whole cascade of negative news I described at the very beginning of this article in the model. I also want to take into account the rather high risk of a recession somewhere in the middle of 2023, which I have mentioned repeatedly in my articles.</p><p>D&amp;A as a percentage of total revenue is expected to remain constant at 7.5% throughout the forecast period, although this percentage has declined rapidly in recent years - I expect D&amp;A non-cash costs to return to 2018-2019 levels as the asset base increases.</p><p>The working capital ratios - receivables to sales, inventories to sales, payables to sales - look fairly consistent and can be easily extrapolated for several years into the future without major changes [focus on averages]. The ratio of CAPEX to sales is one of the most important inputs, as this assumption strongly influences FCF generation. In the past, this ratio was quite variable. However, as Tesla scaled its operations, the ratio of this metric systematically decreased:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccdcae0fc8c85194f0715743a4ba20c3\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In the event of a recession in 2023, I expect CAPEX-to-revenue to fall even further - to 7%. In 2024, it will grow again (8%) and gradually reach 9% in FY26 as production continues to expand.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a583e039e8dbab7ed4ba1d0c2ea6924\" tg-width=\"640\" tg-height=\"220\" width=\"100%\" height=\"auto\"/><span>stratosphere.io, author&#39;s inputs</span></p><p>The WACC of TSLA calculated by JPM at 12.3% is significantly more plausible than the WACC of Morgan Stanley at 9%.I calculate my WACC based on the CAPM model:</p><ul><li>beta = 1.9;</li><li>cost of debt = 8%;</li><li>tax rate = 15%;</li><li>risk-free rate = 3.6%;</li><li>cost of equity = 4.7%</li></ul><p>So my WACC is only 0.3% higher than JPM&#39;s - 12.6%. In my opinion, this is a very reasonable discount rate for the risk investors take in buying Tesla shares.</p><p>The only point where my model differs fundamentally from the JPM model is the long-term growth rate, in place of which I will use the EV/EBITDA exit multiple. Why?</p><p>Because if I take the same 10% long-term growth rate and lower it slightly, say to 9.5%, then my bottom line - TSLA&#39;s intrinsic share price - will drop almost 19%. In my opinion, this kind of sensitivity is unacceptable - it&#39;s much more reasonable to imagine what exit multiple Tesla might be trading at in a few years. In terms of EV/EBITDA, it&#39;s 13x today. Let us assume that despite the obvious market overreaction, TSLA&#39;s EV/EBITDA ratio does not rise [but does not fall much either] - 12x seems like a reasonable assumption to me.</p><p><i>So what is the result of all the above?</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13419ad1fee629fc6c9ba13bbcd52b0c\" tg-width=\"920\" tg-height=\"922\" width=\"100%\" height=\"auto\"/><span>Source: Author&#39;s calculations</span></p><p>My model turned out to be very independent of how the WACC changes - that&#39;s not quite correct, but it&#39;s better than having it change 180 degrees after every little fluctuation in inputs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc6371f1b624e264d364f70b147f8bb8\" tg-width=\"640\" tg-height=\"200\" width=\"100%\" height=\"auto\"/><span>Sensitivity table for author&#39;s DCF</span></p><h2>The Verdict For Tesla Stock</h2><p>No one knows exactly when the downward slide of Tesla stock will end. However, one thing seems clear to me - TSLA&#39;s 43% drop in just 2 last months looks like a textbook stock market overreaction against a backdrop of plenty of negative news and a lack of positive news for the company.</p><p>At the end of December, I assumed that TSLA would experience a strong rebound (then from a level of ~$120 per share) after Elon Musk announced that he would not sell his shares for another 1-2 years. And this one positive news would most likely be enough if no new negative news came. However, now the stock is quickly approaching its fair value, which can be achieved even based on very conservative assumptions.</p><p>I calculated that Tesla&#39;s fair value is about 13% below current levels. So investors looking for growth at a good price should start taking TSLA positions as soon as the next sell-off develops.</p><p>Since my fair price is lower than the current one and the market is moving very fast, I leave my rating Neutral in the hope that TSLA will slide into undervaluation relatively soon.</p><p><i>This article is written by Danil Sereda for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Go Fishing Below $100?</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; 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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\">\nTesla Stock: Go Fishing Below $100?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 11:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568946-tesla-stock-go-fishing-below-100><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSLA's 43% drop in just 2 last months looks like a textbook stock market overreaction against a backdrop of plenty of negative news.The valuation of the company, which was previously considered...</p>\n\n<a href=\"https://seekingalpha.com/article/4568946-tesla-stock-go-fishing-below-100\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","BK4548":"巴美列捷福持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLA":"特斯拉","BK4527":"明星科技股","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0823414478.USD":"法巴经典能源转换基金"},"source_url":"https://seekingalpha.com/article/4568946-tesla-stock-go-fishing-below-100","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302632190","content_text":"SummaryTSLA's 43% drop in just 2 last months looks like a textbook stock market overreaction against a backdrop of plenty of negative news.The valuation of the company, which was previously considered too high, no longer seems so high, even if we focus only on free cash flows and their realistic projections.I try to incorporate some really conservative assumptions into a DCF model and come up with a fair value of about $98.5 per share.So once the price falls below this level, GARP investors might consider gradually building a position in the stock.I leave my rating Neutral in the hope that TSLA will slide into undervaluation relatively soon.grandriver/E+ via Getty ImagesIntro & ThesisThis is my 5th post on Tesla, Inc. (NASDAQ:TSLA) and the 4th neutral one. In my opinion, the stock has experienced a textbook overreaction, as the valuation of the company, previously considered too high, no longer seems so, even if wefocus only on free cash flows and their realistic projections. I try to incorporate some conservative assumptions into a DCF model and come up with a fair value of about $98.5 per share - it seems to me that once the price falls below this level, GARP investors might consider gradually building a position in the stock.Tesla's Price Action: Causes & ConsequencesLike the rest of the market at the time, Tesla stock began to experience growth problems in early November 2021 when, after rising nearly 60% just 1 month before, it began a sharp decline that was followed by bouts of recovery but eventually marked the beginning of a long-term downtrend that continues to this day.The descending channel on the way down formed exciting entry points for TSLA to rally, but selling pressure was so intense that the stock could not resist and continued to update its local lows. As a result, TSLA has fallen >74% from its November 2021 peak and is currently trading about 56% below its 200-day simple moving average:TrendSpider, TSLA, author's notesOne of the biggest problems for the company at the start of its downward trajectory was valuation - recall that Tesla was trading at 160 times and 360 times TTM-based EV/EBITDA and price-to-earnings ratios, respectively, in November 2021:YCharts, TSLA, author's notesThe multiple contraction - at least based on the above 3 TTM-based metrics - was about 86.3%, which is too sharp a decline for a simple adjustment based on an interest rate hike. And if we look at the forward ratios, then the multiple contraction in some places reaches ~94%:Data by YChartsTo give you an idea of the extent of today's multiple contraction - during the COVID-19 era, EV/EBITDA ratio bottomed out at about 18-20x, while the 1-year forward ratio is now ~13x.YCharts, TSLA, author's notesThere must be a good reason for such a sharp decline - TSLA has several such reasons at once, and all of them are recent. However, the decline has also accelerated relatively recently - the stock lost >36% over the past month.The first and perhaps most important reason for the fall is Elon Musk's refusal to step down as CEO of Twitter until he finds a worthy successor for the role. Tesla investors were [and presumably still are] concerned that the search will drag on and Musk will lose control of his main asset.Seeking Alpha News, author's notesThe second news item is huge selling volumes from Musk, who mercilessly sold his shares in large portions in early November and December:TrendSpider, TSLA's Insiders, author's notesThe third piece of news is the introduction of a new hiring freeze and further layoffs through 2023 (presumably Q1), as Electrek writes, citing \"a reliable source familiar with the matter.\"The fourth piece of news is thehalt of productionin Shanghai, which in 2021 accounted for 51.7% of Tesla's global production capacity. While the company did not specify a reason for the production halt, Reuters previously reported that the suspension of Model Y assembly at the Shanghai plant at the end of the month would be part of a 30% reduction in planned production for the model in December. Additionally, sources have noted that employees at Tesla's Gigafactory in Shanghai and supplier plants have been falling ill due to a recent outbreak of COVID cases in the area.Seeking Alpha News, author's notesThe fifth piece of news is the record deliveries in Q4 2022 that the company announced a few days ago, which unfortunately for TSLA investors did not meet consensus estimates.Seeking Alpha News, author's notesThe sixth piece of news was an addition to the 4th one - the company was forced to cut prices of its Model Y and Model 3 in China for the second time in less than three months.Seeking Alpha News, author's notesSo all this news has created a kind of perfect storm that has led to an unprecedented multiple contraction discussed above.Analysts at some investment banks have added fuel to the fire by massively lowering their price targets after the share price plunge - you know, previous recommendations of $200-250 per share would have assumed 77-87% growth in the stock over the next 12 months, which seems too generous and not permissible for the sell side.One of the most significant downgrades, in my opinion, was made by analysts Ryan Brinkman,Rajat Gupta, CFA, Manasvi Garg, et al. of J.P. Morgan. Their valuation calculations and general reasoning seemed the most realistic to me [compared say to BofA and Goldman Sachs] back in October 2022. This time I think the bank's updated report deserves our attention, just like last time.JPMorgan's New $125 Target Price - Assumptions And Reality CheckIt is worth noting that, unlike the Street consensus, JPMorgan analysts expected Tesla to deliver significantly less in Q4 2022, so the company actually slightly outperformed the bank's internal forecasts by +4%. Citing multiple price cuts in China during the quarter and the $7,500 discount in the U.S. at the end of Q4, JPMorgan lowered its price target from $150 per share [October 2022] to $125 per share as of Jan. 3, 2023:4Q deliveries exceeded the 388,500 we had modeled by +4%. However, this modest beat to our deliveries estimate and modest miss to consensus appears to have come at the cost of atypically high discounting (for example, a $7,500 discount in the US late in 4Q more reminiscent of traditional automakers trading at substantially lower earnings multiples, and multiple price cuts in China throughout the quarter). We are lowering our 4Q EPS estimate from $1.19 prior — flowing only the +4% volume beat through our model would have implied EPS of $1.28, although, with the ratcheting down of pricing and margin expectations, we now forecast $1.16.Source: JPMorgan on TSLA, January 3, 2023It's interesting to look at the assumptions the bank used in valuing Tesla. They assume that annual sales growth (while remaining impressive overall) is likely to decline every year from now on (they forecast +26% growth in FY2023, +24% in FY2024, and +20% in FY2025), even in the face of growing competition. Tesla's last model refresh (the updated S & X) dates to spring 2021, and many competing models have entered the market since then. Investors' forecasts for +50% annual growth have been helped by the fact that demand has so far outstripped supply. However, with significant capacity coming online in 2023 as a whole compared to 2022 (annual installed run-rate capacity according to 3Q22 shareholder letter of > 1.9M as Austin and Berlin ramp compared to deliveries of 1.3M. in 2022), supply in FY2023 is unlikely to be the limiting factor on Tesla's deliveries that it has been in prior years, so a significant miss on deliveries relative to expectations could be particularly damaging to investors' long-term expectations. As a result, analysts have significantly lowered their EPS estimates: FY2023 to $4.60 from $4.84, FY2024 to $5.15 from $5.35, and FY2025 to $5.55 from $5.65.The new price target of $125 per share is predicated upon a 50/50 blend of DCF and 2025E-based multiples analysis (itself a blend of P/E, EV/EBITDA, and price-to-sales). To help you better understand the entire reasoning behind JPM's model, I have summarized the various parts of the model in one image:JPMorgan's valuation model for Tesla, author's compilation with notesThe multiple-based analysis consists largely of comparing Tesla by 5 categories:Disruptive Technology: Apple (AAPL), Google (GOOGL);Clean Technology: First Solar (FSLR), SunPower (SPWR);Auto Tech / Innovation: BorgWarner (BWA), Gentex (GNTX);Luxury Automakers: BMW (OTCPK:BMWYY), Mercedes (OTCPK:MBGAF);High-Growth Automakers: BYD (OTCPK:BYDDF), Great Wall (OTCPK:GWLLF), and SAIC Motor.As you can see, JPM did not include classic American manufacturers such as Ford (F) or General Motors (GM) in this list, which is unacceptable in my opinion - after all, the end market for them is almost the same. It seems to me that if the 6th category were included in the above list, the implied value for the entire segment would be somewhat less than the $148 per share we see now. So the DCF-based projections are a much more reliable metric, in my opinion.I propose to independently build a DCF model to value TSLA stock -how realistic is the current price in terms of its \"intrinsic value\"?DCF Based On My RealityI write \"My Reality\" because some of the assumptions I will take as a basis will most likely not coincide with yours - this is perfectly normal, I suggest discussing our contradictions in the comments section.JPM has projected a gradual decline in revenue growth from +26% to +20% in the last projected year (FY25) - I want to be even more conservative here and assume that revenue will grow at a rate of 20% from FY23 to FY25, and by only 15% in FY26. Also, I expect the EBITDA margin to drop to 8% in FY23 (TTM EBITDA margin now = 21.65%) and EBIT margin to be negative -50 bps due to increased expenses (TTM EBIT margin now = 16.83%). So, I try to take into account the whole cascade of negative news I described at the very beginning of this article in the model. I also want to take into account the rather high risk of a recession somewhere in the middle of 2023, which I have mentioned repeatedly in my articles.D&A as a percentage of total revenue is expected to remain constant at 7.5% throughout the forecast period, although this percentage has declined rapidly in recent years - I expect D&A non-cash costs to return to 2018-2019 levels as the asset base increases.The working capital ratios - receivables to sales, inventories to sales, payables to sales - look fairly consistent and can be easily extrapolated for several years into the future without major changes [focus on averages]. The ratio of CAPEX to sales is one of the most important inputs, as this assumption strongly influences FCF generation. In the past, this ratio was quite variable. However, as Tesla scaled its operations, the ratio of this metric systematically decreased:Data by YChartsIn the event of a recession in 2023, I expect CAPEX-to-revenue to fall even further - to 7%. In 2024, it will grow again (8%) and gradually reach 9% in FY26 as production continues to expand.stratosphere.io, author's inputsThe WACC of TSLA calculated by JPM at 12.3% is significantly more plausible than the WACC of Morgan Stanley at 9%.I calculate my WACC based on the CAPM model:beta = 1.9;cost of debt = 8%;tax rate = 15%;risk-free rate = 3.6%;cost of equity = 4.7%So my WACC is only 0.3% higher than JPM's - 12.6%. In my opinion, this is a very reasonable discount rate for the risk investors take in buying Tesla shares.The only point where my model differs fundamentally from the JPM model is the long-term growth rate, in place of which I will use the EV/EBITDA exit multiple. Why?Because if I take the same 10% long-term growth rate and lower it slightly, say to 9.5%, then my bottom line - TSLA's intrinsic share price - will drop almost 19%. In my opinion, this kind of sensitivity is unacceptable - it's much more reasonable to imagine what exit multiple Tesla might be trading at in a few years. In terms of EV/EBITDA, it's 13x today. Let us assume that despite the obvious market overreaction, TSLA's EV/EBITDA ratio does not rise [but does not fall much either] - 12x seems like a reasonable assumption to me.So what is the result of all the above?Source: Author's calculationsMy model turned out to be very independent of how the WACC changes - that's not quite correct, but it's better than having it change 180 degrees after every little fluctuation in inputs.Sensitivity table for author's DCFThe Verdict For Tesla StockNo one knows exactly when the downward slide of Tesla stock will end. However, one thing seems clear to me - TSLA's 43% drop in just 2 last months looks like a textbook stock market overreaction against a backdrop of plenty of negative news and a lack of positive news for the company.At the end of December, I assumed that TSLA would experience a strong rebound (then from a level of ~$120 per share) after Elon Musk announced that he would not sell his shares for another 1-2 years. And this one positive news would most likely be enough if no new negative news came. However, now the stock is quickly approaching its fair value, which can be achieved even based on very conservative assumptions.I calculated that Tesla's fair value is about 13% below current levels. So investors looking for growth at a good price should start taking TSLA positions as soon as the next sell-off develops.Since my fair price is lower than the current one and the market is moving very fast, I leave my rating Neutral in the hope that TSLA will slide into undervaluation relatively soon.This article is written by Danil Sereda for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924088498,"gmtCreate":1672136693414,"gmtModify":1676538640032,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924088498","repostId":"2294655826","repostType":4,"repost":{"id":"2294655826","kind":"highlight","pubTimestamp":1672155571,"share":"https://ttm.financial/m/news/2294655826?lang=&edition=fundamental","pubTime":"2022-12-27 23:39","market":"us","language":"en","title":"Why Tesla Is One Stock I'd Avoid in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2294655826","media":"Motley Fool","summary":"From leadership to a looming recession, the problems are piling up.","content":"<html><head></head><body><p>Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales will grow at a compound annual rate of nearly 17% through 2027, going from $389 billion in 2022 to $847 billion. This is fertile ground for long-term investors, but not every stock is an excellent pick in 2023. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> looks like one of these.</p><p>Tesla is one of the most successful investments of the last 10 years, returning an eye-popping 5,700%. However, the stock is down more than 67% this year. Unfortunately, the drop may continue due to several headwinds. Let&#39;s look at a few.</p><h2>The Twitter debacle</h2><p>Elon Musk&#39;s purchase of Twitter has been an unwelcome distraction for Tesla investors. The Tesla CEO&#39;s offer was announced on April 14, 2022, and Tesla shares have plunged 60% since. Those who were expecting a renewed focus on Tesla once the transaction was complete have been disappointed. Several high-profile Twitter controversies have followed. Investors may see Musk&#39;s focus on Twitter as bad for Tesla stock at a time when Tesla needs its CEO&#39;s focus more than ever.</p><p>Musk announced he will step down as Twitter CEO once a replacement is found. This is terrific news for Tesla and could provide a short-term bump in the stock price once the new CEO is found. However, the Twitter complication isn&#39;t the only problem for Tesla stock.</p><h2>Competition is coming -- fast</h2><p>Tesla has enjoyed its first-mover advantage in the EV industry for years. In 2021, the company accounted for 14% of all EV vehicle sales globally and more than 70% of the coveted US market. The chart below illustrates the tremendous dominance.</p><p><img src=\"https://static.tigerbbs.com/49a6f1f7c29924a41b2c9ae0412f4999\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Tesla&#39;s U.S. market share has nowhere to go but down, which is the trend -- from nearly 80% in 2020, to 70% in 2021, to 65% as of Q3 2022. Other auto companies are investing heavily to electrify their fleets. For example, <b>Ford Motor Company</b> is spending $22 billion through 2025, and <b>General Motors</b> is spending $35 billion. GM believes it can sell a million EVs by then and seeks to make its entire fleet all-electric.</p><p>This doesn&#39;t mean Tesla can&#39;t compete; far from it. But the competition will be fierce, and the road ahead is getting significantly more difficult.</p><h2>An economic triple-whammy</h2><p>Three major economic obstacles will make 2023 difficult:</p><ul><li>A likely recession</li><li>Rising interest rates</li><li>Cratering consumer confidence</li></ul><p>Electric vehicles, especially high-performance Teslas, don&#39;t come cheap. In fact, they rank just behind luxury cars with an average price of $67,000, as shown below.</p><p><img src=\"https://static.tigerbbs.com/290734397a5578ed683b6b63bd7736fb\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Yes, consumers have lower ownership costs because they don&#39;t have to purchase gas, but future savings may not be top of mind with a recession likely in 2023. When a recession hits, consumers put off major purchases, which could significantly hurt Tesla&#39;s results. As if to prove the point on lagging demand, Tesla has just introduced a rare $7,500 discount on some vehicles.</p><p>To make matters worse, the Federal Reserve is committed to raising interest rates until inflation falls dramatically. This makes financed vehicles even less affordable to consumers.</p><p>Finally, consumer confidence is toiling near its Great Recession lows, as shown below.</p><p><img src=\"https://static.tigerbbs.com/7215d7641b3cd0613df33d9dac8b074f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>US Index of Consumer Sentiment data by YCharts</p><p>Consumer sentiment is generally considered a leading indicator of upcoming consumer spending, which is incredibly problematic for high-cost electric vehicles in 2023.</p><p>Despite the stock&#39;s drop, Tesla still has the world&#39;s largest market capitalization of any automotive company. With 2023 bringing a host of hardships to the company, the economy, and the industry, Tesla may be one stock it&#39;s best to hold off investing in.</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>Why Tesla Is One Stock I'd Avoid in 2023</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\">\nWhy Tesla Is One Stock I'd Avoid in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-27 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294655826","content_text":"Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales will grow at a compound annual rate of nearly 17% through 2027, going from $389 billion in 2022 to $847 billion. This is fertile ground for long-term investors, but not every stock is an excellent pick in 2023. Tesla looks like one of these.Tesla is one of the most successful investments of the last 10 years, returning an eye-popping 5,700%. However, the stock is down more than 67% this year. Unfortunately, the drop may continue due to several headwinds. Let's look at a few.The Twitter debacleElon Musk's purchase of Twitter has been an unwelcome distraction for Tesla investors. The Tesla CEO's offer was announced on April 14, 2022, and Tesla shares have plunged 60% since. Those who were expecting a renewed focus on Tesla once the transaction was complete have been disappointed. Several high-profile Twitter controversies have followed. Investors may see Musk's focus on Twitter as bad for Tesla stock at a time when Tesla needs its CEO's focus more than ever.Musk announced he will step down as Twitter CEO once a replacement is found. This is terrific news for Tesla and could provide a short-term bump in the stock price once the new CEO is found. However, the Twitter complication isn't the only problem for Tesla stock.Competition is coming -- fastTesla has enjoyed its first-mover advantage in the EV industry for years. In 2021, the company accounted for 14% of all EV vehicle sales globally and more than 70% of the coveted US market. The chart below illustrates the tremendous dominance.Image source: Statista.Tesla's U.S. market share has nowhere to go but down, which is the trend -- from nearly 80% in 2020, to 70% in 2021, to 65% as of Q3 2022. Other auto companies are investing heavily to electrify their fleets. For example, Ford Motor Company is spending $22 billion through 2025, and General Motors is spending $35 billion. GM believes it can sell a million EVs by then and seeks to make its entire fleet all-electric.This doesn't mean Tesla can't compete; far from it. But the competition will be fierce, and the road ahead is getting significantly more difficult.An economic triple-whammyThree major economic obstacles will make 2023 difficult:A likely recessionRising interest ratesCratering consumer confidenceElectric vehicles, especially high-performance Teslas, don't come cheap. In fact, they rank just behind luxury cars with an average price of $67,000, as shown below.Image source: Statista.Yes, consumers have lower ownership costs because they don't have to purchase gas, but future savings may not be top of mind with a recession likely in 2023. When a recession hits, consumers put off major purchases, which could significantly hurt Tesla's results. As if to prove the point on lagging demand, Tesla has just introduced a rare $7,500 discount on some vehicles.To make matters worse, the Federal Reserve is committed to raising interest rates until inflation falls dramatically. This makes financed vehicles even less affordable to consumers.Finally, consumer confidence is toiling near its Great Recession lows, as shown below.US Index of Consumer Sentiment data by YChartsConsumer sentiment is generally considered a leading indicator of upcoming consumer spending, which is incredibly problematic for high-cost electric vehicles in 2023.Despite the stock's drop, Tesla still has the world's largest market capitalization of any automotive company. With 2023 bringing a host of hardships to the company, the economy, and the industry, Tesla may be one stock it's best to hold off investing in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940310831,"gmtCreate":1677685884823,"gmtModify":1677685888559,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940310831","repostId":"1188469018","repostType":4,"repost":{"id":"1188469018","kind":"news","pubTimestamp":1677684099,"share":"https://ttm.financial/m/news/1188469018?lang=&edition=fundamental","pubTime":"2023-03-01 23:21","market":"us","language":"en","title":"Tesla’s $310 Billion Surge Sets High Bar for Elon Musk’s Master Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1188469018","media":"Bloomberg","summary":"Tesla’s stock tends to do well when the electric-car maker is growing like gangbusters and Elon Musk","content":"<html><head></head><body><p>Tesla’s stock tends to do well when the electric-car maker is growing like gangbusters and Elon Musk is thrilling fans about a brighter future.</p><p>The chief executive officer has shaken off a forgettable 2022 of slower expansion and Twitter diversion by slashing prices and scheduling another showcase of Tesla’s outlook for the next few years. The moves have worked, at least for the time being. Demand picked back up after Tesla discounted models across its lineup by as much as 20%, and the Musk faithful are frenzied about the master plan he’ll deliver Wednesday at the company’s factory in Austin, Texas.</p><p>Tesla shares have soared from the two-year low they plumbed in early January, adding roughly $310 billion of market value and returning Musk to the top of the Bloomberg Billionaires Index. Never mind that the CEO has warned he may sacrifice profits for volume, or that the company hasn’t accomplished most of what was in his last blueprint of Tesla’s prospects.</p><p>Prophesizing the next move of a man who, in the last day and a half, has posted about fentanyl crossing the US border, ending the war in Ukraine, Berkshire Hathaway being “high on Coke” and humans occupying the moon, is a fool’s errand. Nevertheless, here’s a preview of what’s to come:</p><h3>Master Plan Part Trois</h3><p>Musk has spent at least 11 months crafting his third Tesla manifesto. The first effectively introduced the company to the world way back in 2006, and part deux was the CEO’s best attempt at justifying an acquisition he later regretted. In the latter plan, he teased a solar roof product that’s been a disappointment, and self-driving capability and robotaxis that remain elusive.</p><p>For his next promulgation, Musk will detail “the path to a fully sustainable energy future for Earth.” While he predicted back in 2019 that Tesla’s energy business will match or exceed the size of its car business eventually, the company has derived 88% of its revenue from automotive operations each of the last two years.</p><h3><img src=\"https://static.tigerbbs.com/e5034e856a8b9899f55bce5019af702f\" tg-width=\"730\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/>A Cheaper Tesla</h3><p>Musk said more than two years ago that battery innovations Tesla was working on would enable the company to make a $25,000 electric vehicle.</p><p>This seems to have been somewhat of an on-again, off-again pursuit. The CEO told investors in January 2022 that the company wasn’t working on the car, then said nine months later that a next-generation platform that will cost roughly half what the Model 3 does to build was “the primary focus of our new-vehicle development team.”</p><p>The earliest Tesla may be able to produce a model off this platform in volume is 2025, Toni Sacconaghi, a Bernstein analyst with the equivalent of a sell rating on the stock, wrote in a Feb. 22 report. The company launched the Roadster, Model S, Model X and Semi behind schedule, and it has yet to deliver the Cybertruck unveiled more than three years ago.</p><p>Musk joked last week that Tesla specializes in “making the impossible merely late.”</p><h3>Batteries</h3><p>Another ambition Musk has had trouble following through with is producing batteries in-house.</p><p>Tesla has long wanted to supplement supply from the likes of Japan’s Panasonic and China’s CATL with its own cells that are 46 millimeters in diameter and 80 millimeters long — hence, they’re often referred to as 4680s.</p><p>Ramping up output of its own thicker, more voluminous cells will be key to supporting higher production of both EVs and energy products. The latter include Powerwall battery systems for home energy storage and the Megapack for commercial customers.</p><p>Laying out plans to scale the battery business also could mean Musk fleshes out more of his strategy for sourcing raw materials. The CEO has already confirmed plans to refine lithium in Texas, and Tesla has been mulling a takeover of miner Sigma Lithium, Bloomberg reported last month.</p><h3>Autonomy</h3><p>Musk wrote in 2016 that all Teslas were about to have the hardware necessary to navigate streets on their own. The company has since changed the equipment in its cars multiple times, requiring retrofits that Musk said would be free, then charged $1,000 to carry out. Tesla pivoted from using radar years after the CEO said such sensors may have prevented a fatal crash, and now may use them again.</p><p>Recently, Musk has been teasing a dedicated robotaxi, casting doubt on whether models already on the road will ever be able to autonomously pick up passengers and earn their owners $30,000 a year, as he claimed back in 2019.</p><p><img src=\"https://static.tigerbbs.com/7f6db6e838045b0a95b3cc297ad1684b\" tg-width=\"800\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/>In January, Musk said Tesla is planning several more hardware iterations and will cease retrofits, risking the wrath of customers who’ve paid as much as $15,000 for what the company calls Full Self-Driving, or FSD. Tesla’s rollout of that feature — which supports drivers who are responsible for operating their car at all times — is on pause due to a recall of almost 363,000 vehicles.</p><p>Musk will want to choose his words carefully if he decides to broach this subject at another investor day. The US Justice Department has asked Tesla for documents related to Tesla’s Autopilot and FSD features, and Bloomberg has reported the Securities and Exchange Commission is investigating his role in shaping the company’s self-driving car claims.</p><h3>Factories</h3><p>Tesla has four car factories — in California, Texas, China and Germany — that it’s said have the capacity to make more than 1.9 million vehicles a year. Musk set a moonshot goal to sell 20 million EVs a year by the end of the decade, which would require a whole lot more plants.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/256e074da91540434f37b966dedb19be\" tg-width=\"800\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/><span>Tesla Model Ys at the automaker&#39;s factory outside Berlin.</span></p><p>Tesla has started pilot production of Semi trucks in Nevada at the battery factory it’s expanding as part of a $3.6 billion investment announced in January. On Tuesday, Mexico President President Andres Manuel Lopez Obrador said the company will build a new plant in Monterrey.</p><p>Indonesia President Joko Widodo and members of his administration also have said they’ve been in talks with Tesla about the carmaker constructing a factory in the Southeast Asian nation home to key battery metals.</p><h3>All in the Family</h3><p>Musk tweeted a year ago that his third master plan would include some details about two of his other companies, SpaceX and The Boring Company.</p><p>Though there’s not a whole lot of overlap between making electric cars and launching rockets, there could be opportunities for Tesla’s cars and charging stations to leverage SpaceX’s satellite internet service Starlink. The Boring Company uses Teslas in its Las Vegas tunnels.</p><p>While Musk has mused about creating a parent corporation for Tesla and SpaceX going back at least a decade, he cautioned last year that creating one would be tricky because of the differences in the investor bases of his various businesses. A week later, he set up a trio of holding companies as part of his bid to acquire Twitter.</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>Tesla’s $310 Billion Surge Sets High Bar for Elon Musk’s Master Plan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s $310 Billion Surge Sets High Bar for Elon Musk’s Master Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-01/tesla-stock-raises-bar-for-elon-musk-s-master-plan-investor-day?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s stock tends to do well when the electric-car maker is growing like gangbusters and Elon Musk is thrilling fans about a brighter future.The chief executive officer has shaken off a forgettable ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-01/tesla-stock-raises-bar-for-elon-musk-s-master-plan-investor-day?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-03-01/tesla-stock-raises-bar-for-elon-musk-s-master-plan-investor-day?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188469018","content_text":"Tesla’s stock tends to do well when the electric-car maker is growing like gangbusters and Elon Musk is thrilling fans about a brighter future.The chief executive officer has shaken off a forgettable 2022 of slower expansion and Twitter diversion by slashing prices and scheduling another showcase of Tesla’s outlook for the next few years. The moves have worked, at least for the time being. Demand picked back up after Tesla discounted models across its lineup by as much as 20%, and the Musk faithful are frenzied about the master plan he’ll deliver Wednesday at the company’s factory in Austin, Texas.Tesla shares have soared from the two-year low they plumbed in early January, adding roughly $310 billion of market value and returning Musk to the top of the Bloomberg Billionaires Index. Never mind that the CEO has warned he may sacrifice profits for volume, or that the company hasn’t accomplished most of what was in his last blueprint of Tesla’s prospects.Prophesizing the next move of a man who, in the last day and a half, has posted about fentanyl crossing the US border, ending the war in Ukraine, Berkshire Hathaway being “high on Coke” and humans occupying the moon, is a fool’s errand. Nevertheless, here’s a preview of what’s to come:Master Plan Part TroisMusk has spent at least 11 months crafting his third Tesla manifesto. The first effectively introduced the company to the world way back in 2006, and part deux was the CEO’s best attempt at justifying an acquisition he later regretted. In the latter plan, he teased a solar roof product that’s been a disappointment, and self-driving capability and robotaxis that remain elusive.For his next promulgation, Musk will detail “the path to a fully sustainable energy future for Earth.” While he predicted back in 2019 that Tesla’s energy business will match or exceed the size of its car business eventually, the company has derived 88% of its revenue from automotive operations each of the last two years.A Cheaper TeslaMusk said more than two years ago that battery innovations Tesla was working on would enable the company to make a $25,000 electric vehicle.This seems to have been somewhat of an on-again, off-again pursuit. The CEO told investors in January 2022 that the company wasn’t working on the car, then said nine months later that a next-generation platform that will cost roughly half what the Model 3 does to build was “the primary focus of our new-vehicle development team.”The earliest Tesla may be able to produce a model off this platform in volume is 2025, Toni Sacconaghi, a Bernstein analyst with the equivalent of a sell rating on the stock, wrote in a Feb. 22 report. The company launched the Roadster, Model S, Model X and Semi behind schedule, and it has yet to deliver the Cybertruck unveiled more than three years ago.Musk joked last week that Tesla specializes in “making the impossible merely late.”BatteriesAnother ambition Musk has had trouble following through with is producing batteries in-house.Tesla has long wanted to supplement supply from the likes of Japan’s Panasonic and China’s CATL with its own cells that are 46 millimeters in diameter and 80 millimeters long — hence, they’re often referred to as 4680s.Ramping up output of its own thicker, more voluminous cells will be key to supporting higher production of both EVs and energy products. The latter include Powerwall battery systems for home energy storage and the Megapack for commercial customers.Laying out plans to scale the battery business also could mean Musk fleshes out more of his strategy for sourcing raw materials. The CEO has already confirmed plans to refine lithium in Texas, and Tesla has been mulling a takeover of miner Sigma Lithium, Bloomberg reported last month.AutonomyMusk wrote in 2016 that all Teslas were about to have the hardware necessary to navigate streets on their own. The company has since changed the equipment in its cars multiple times, requiring retrofits that Musk said would be free, then charged $1,000 to carry out. Tesla pivoted from using radar years after the CEO said such sensors may have prevented a fatal crash, and now may use them again.Recently, Musk has been teasing a dedicated robotaxi, casting doubt on whether models already on the road will ever be able to autonomously pick up passengers and earn their owners $30,000 a year, as he claimed back in 2019.In January, Musk said Tesla is planning several more hardware iterations and will cease retrofits, risking the wrath of customers who’ve paid as much as $15,000 for what the company calls Full Self-Driving, or FSD. Tesla’s rollout of that feature — which supports drivers who are responsible for operating their car at all times — is on pause due to a recall of almost 363,000 vehicles.Musk will want to choose his words carefully if he decides to broach this subject at another investor day. The US Justice Department has asked Tesla for documents related to Tesla’s Autopilot and FSD features, and Bloomberg has reported the Securities and Exchange Commission is investigating his role in shaping the company’s self-driving car claims.FactoriesTesla has four car factories — in California, Texas, China and Germany — that it’s said have the capacity to make more than 1.9 million vehicles a year. Musk set a moonshot goal to sell 20 million EVs a year by the end of the decade, which would require a whole lot more plants.Tesla Model Ys at the automaker's factory outside Berlin.Tesla has started pilot production of Semi trucks in Nevada at the battery factory it’s expanding as part of a $3.6 billion investment announced in January. On Tuesday, Mexico President President Andres Manuel Lopez Obrador said the company will build a new plant in Monterrey.Indonesia President Joko Widodo and members of his administration also have said they’ve been in talks with Tesla about the carmaker constructing a factory in the Southeast Asian nation home to key battery metals.All in the FamilyMusk tweeted a year ago that his third master plan would include some details about two of his other companies, SpaceX and The Boring Company.Though there’s not a whole lot of overlap between making electric cars and launching rockets, there could be opportunities for Tesla’s cars and charging stations to leverage SpaceX’s satellite internet service Starlink. The Boring Company uses Teslas in its Las Vegas tunnels.While Musk has mused about creating a parent corporation for Tesla and SpaceX going back at least a decade, he cautioned last year that creating one would be tricky because of the differences in the investor bases of his various businesses. A week later, he set up a trio of holding companies as part of his bid to acquire Twitter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940140113,"gmtCreate":1677768512233,"gmtModify":1677768515973,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940140113","repostId":"1152493387","repostType":4,"repost":{"id":"1152493387","kind":"news","pubTimestamp":1677771047,"share":"https://ttm.financial/m/news/1152493387?lang=&edition=fundamental","pubTime":"2023-03-02 23:30","market":"us","language":"en","title":"Tesla Investor Day Falls Flat","url":"https://stock-news.laohu8.com/highlight/detail?id=1152493387","media":"Seeking Alpha","summary":"SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla announces new gigafactory will be located in Mexico.</li><li>No $25,000 vehicle was shown off at this event.</li></ul><p>On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the event was announced a few months ago, everyone has been waiting to hear about the company&#39;s next generation vehicle platform, as well as other items that will be key for shareholders going forward. Unfortunately, the event turned out to be more hype than anything else, and thus for TSLA stock, it was another &#34;buy the rumor, sell the news&#34; event.</p><p>Perhaps the biggest piece of news was that Tesla is indeed going to build another gigafactory, this time in Mexico. There have been rumors of this location for several weeks now, as local politicians have talked about it coming and various meetings with Tesla CEO Elon Musk have been reported. There was no timeline provided for this project, but this factory will be used for the next generation vehicle platform. It will be built just outside Monterrey in Nuevo León, with Tesla&#39;s official rendering seen below.</p><p><img src=\"https://static.tigerbbs.com/c6393fa0adf88ab0b5ee4f1d70947745\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Gigafactory Mexico(Investor Day Presentation)</p><p>As was expected, Tesla&#39;s future plan is about the transitioning the world to sustainable energy. This came with a large math lesson, which can be seen here if you need to know the exact details. However, the keys involve powering the grid with renewable energy sources, increasing the number of electric vehicles in use, and reducing the extraction of minerals. On the EV side, Tesla believes its next generation vehicle can be produced for 50% less, which then will allow it to become more affordable. Part of the reduction in cost is making the production process much simpler. That reduces the time it will take to build the vehicle, which then can allow for higher production over time.</p><p>Investors and consumers had high hopes that Tesla would unveil its $25,000 vehicle at this week&#39;s event. This is a vehicle that Musk has teased for several years now, but it was not shown off here. Management said that this next generation platform will get a proper reveal in the future, but again, there was no timeline provided for when that will be. This more affordable vehicle is expected to be a key part of Tesla&#39;s battle in China against many local brands, so for now the company will be limited to the Model 3 and Y there.</p><p>In an article I had published recently, I discussed how previous statements around full self-driving (&#34;FSD&#34;) capabilities and robo-taxis could lead to significant liabilities for Tesla down the road. There were hopes that more concrete information would be delivered Wednesday about the robo-taxi platform and service, but we didn&#39;t get a lot of details outside of how FSD and Autopilot have improved over the years. There also wasn&#39;t a major discussion about FSD Hardware version 4 or whether or not it is in cars yet, so perhaps an official announcement about that will come in the coming weeks or months.</p><p>Tesla did use the event to show off its latest Cybertruck prototype and focused on some of its key features. Management reiterated that production will start this year, which will be about three years late. However, there was some disappointment that no official timeline was given, and Tesla didn&#39;t update on the price of the vehicle. Mass production won&#39;t occur until 2024 at the earliest, so investors shouldn&#39;t be banking on a major contribution to overall results in the next couple of quarters.</p><p>One of the biggest disappointments for shareholders in the near term was the financial discussion. Tesla CFO Zach Kirkhorn discussed how the company&#39;s working capital needs to bounce around throughout the quarter, and what the cost of this sustainable energy future will cost. As a result, there was no official announcement of a share repurchase plan that would at least offset some of the dilution investors are facing over time. This has been a key part of the bull case in recent months, with some major Tesla fans and investors pushing the company to put its large cash pile to use. For now, however, the plan is to build the business, and then return capital afterwards.</p><p>I have listened to many of Tesla&#39;s presentations and quarterly earnings calls, and this one was perhaps the most painful. The main presentation featured at least 10 key parts and was over two and a half hours long, and I counted at least 17 different executives that spoke. There was a lot of discussion about things that have already happened in Tesla, much of which I don&#39;t think needed to be regurgitated. For example, we didn&#39;t need to hear for a few minutes how a Tesla produces less emissions than a Toyota Corolla. The average investor doesn&#39;t need to know every single detail about how Tesla reacted to some event from several years ago or every last technical specification about certain vehicle components.</p><p>I mentioned that this event was another example of buy the rumor, sell the news. Tesla shares had more than doubled from their early 2023 lows, partially on the hopes for this week&#39;s event. Unfortunately, the lack of critical details on many fronts left investors with a sour taste. As the chart below shows, selling in the after-hours session started almost immediately once the event started, ended with a loss of 5.66% or nearly $11.50 a share.</p><p><img src=\"https://static.tigerbbs.com/abb13f70716e3a9e527c26d3d92b0128\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/></p><p>Tesla March 1st Trading (CNBC)</p><p>In the end, Tesla&#39;s Investor Day was more fluff than anything else. The company is certainly making progress on some of its goals, but investors wanted to hear more specific details about upcoming products, a potential buyback, etc. The presentation was just too long and wordy for the average investor, which may have fueled some of the selling in the after-hours session. Given the lack of key details, it wouldn&#39;t surprise me if there&#39;s more selling in the near term until Tesla opens things up a bit.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Investor Day Falls Flat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Investor Day Falls Flat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at this event.On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152493387","content_text":"SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at this event.On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the event was announced a few months ago, everyone has been waiting to hear about the company's next generation vehicle platform, as well as other items that will be key for shareholders going forward. Unfortunately, the event turned out to be more hype than anything else, and thus for TSLA stock, it was another \"buy the rumor, sell the news\" event.Perhaps the biggest piece of news was that Tesla is indeed going to build another gigafactory, this time in Mexico. There have been rumors of this location for several weeks now, as local politicians have talked about it coming and various meetings with Tesla CEO Elon Musk have been reported. There was no timeline provided for this project, but this factory will be used for the next generation vehicle platform. It will be built just outside Monterrey in Nuevo León, with Tesla's official rendering seen below.Tesla Gigafactory Mexico(Investor Day Presentation)As was expected, Tesla's future plan is about the transitioning the world to sustainable energy. This came with a large math lesson, which can be seen here if you need to know the exact details. However, the keys involve powering the grid with renewable energy sources, increasing the number of electric vehicles in use, and reducing the extraction of minerals. On the EV side, Tesla believes its next generation vehicle can be produced for 50% less, which then will allow it to become more affordable. Part of the reduction in cost is making the production process much simpler. That reduces the time it will take to build the vehicle, which then can allow for higher production over time.Investors and consumers had high hopes that Tesla would unveil its $25,000 vehicle at this week's event. This is a vehicle that Musk has teased for several years now, but it was not shown off here. Management said that this next generation platform will get a proper reveal in the future, but again, there was no timeline provided for when that will be. This more affordable vehicle is expected to be a key part of Tesla's battle in China against many local brands, so for now the company will be limited to the Model 3 and Y there.In an article I had published recently, I discussed how previous statements around full self-driving (\"FSD\") capabilities and robo-taxis could lead to significant liabilities for Tesla down the road. There were hopes that more concrete information would be delivered Wednesday about the robo-taxi platform and service, but we didn't get a lot of details outside of how FSD and Autopilot have improved over the years. There also wasn't a major discussion about FSD Hardware version 4 or whether or not it is in cars yet, so perhaps an official announcement about that will come in the coming weeks or months.Tesla did use the event to show off its latest Cybertruck prototype and focused on some of its key features. Management reiterated that production will start this year, which will be about three years late. However, there was some disappointment that no official timeline was given, and Tesla didn't update on the price of the vehicle. Mass production won't occur until 2024 at the earliest, so investors shouldn't be banking on a major contribution to overall results in the next couple of quarters.One of the biggest disappointments for shareholders in the near term was the financial discussion. Tesla CFO Zach Kirkhorn discussed how the company's working capital needs to bounce around throughout the quarter, and what the cost of this sustainable energy future will cost. As a result, there was no official announcement of a share repurchase plan that would at least offset some of the dilution investors are facing over time. This has been a key part of the bull case in recent months, with some major Tesla fans and investors pushing the company to put its large cash pile to use. For now, however, the plan is to build the business, and then return capital afterwards.I have listened to many of Tesla's presentations and quarterly earnings calls, and this one was perhaps the most painful. The main presentation featured at least 10 key parts and was over two and a half hours long, and I counted at least 17 different executives that spoke. There was a lot of discussion about things that have already happened in Tesla, much of which I don't think needed to be regurgitated. For example, we didn't need to hear for a few minutes how a Tesla produces less emissions than a Toyota Corolla. The average investor doesn't need to know every single detail about how Tesla reacted to some event from several years ago or every last technical specification about certain vehicle components.I mentioned that this event was another example of buy the rumor, sell the news. Tesla shares had more than doubled from their early 2023 lows, partially on the hopes for this week's event. Unfortunately, the lack of critical details on many fronts left investors with a sour taste. As the chart below shows, selling in the after-hours session started almost immediately once the event started, ended with a loss of 5.66% or nearly $11.50 a share.Tesla March 1st Trading (CNBC)In the end, Tesla's Investor Day was more fluff than anything else. The company is certainly making progress on some of its goals, but investors wanted to hear more specific details about upcoming products, a potential buyback, etc. The presentation was just too long and wordy for the average investor, which may have fueled some of the selling in the after-hours session. Given the lack of key details, it wouldn't surprise me if there's more selling in the near term until Tesla opens things up a bit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122348821,"gmtCreate":1624599972763,"gmtModify":1703841442295,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122348821","repostId":"1147153207","repostType":4,"repost":{"id":"1147153207","kind":"news","pubTimestamp":1624592020,"share":"https://ttm.financial/m/news/1147153207?lang=&edition=fundamental","pubTime":"2021-06-25 11:33","market":"us","language":"en","title":"Meme Stocks: How The Most Popular Have Performed in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1147153207","media":"thestreet","summary":"Meme mania has been one of the most unexpected phenomena in the equities market in an already atypic","content":"<p>Meme mania has been one of the most unexpected phenomena in the equities market in an already atypical pandemic environment. The “meme attacks” have rarely been based on business fundamentals, but instead fueled by momentum and discussions on web forums that catalyze vicious rallies.</p>\n<p>Below, the Wall Street Memes channel lists some of the most popular meme stocks and how each has performed so far in 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac11607753df2d587eff881c858546dd\" tg-width=\"1200\" tg-height=\"798\" referrerpolicy=\"no-referrer\"><span>Figure 1: GameStop store.</span></p>\n<p><b>GME - GameStop Corp.</b></p>\n<ul>\n <li>Largest gain in 2021:<b>1,914%</b></li>\n <li>Largest loss in 2021:<b>-88%</b></li>\n <li>Peak price:<b>$347.51</b></li>\n <li>Current price:<b>$200.18</b>(at last check).</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/cc5e113c20912daf07551e09179fe9f2\" tg-width=\"1200\" tg-height=\"519\" referrerpolicy=\"no-referrer\"><b>AMC - AMC Theaters</b></p>\n<ul>\n <li>Largest gain in 2021:<b>2,850%</b></li>\n <li>Largest loss in 2021:<b>-72%</b></li>\n <li>Peak price:<b>$62.55</b></li>\n <li>Current price:<b>$55.14</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e55df7c82d93174a0b4c088c17946a1\" tg-width=\"1200\" tg-height=\"533\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>BB - BlackBerry Limited</b></p>\n<ul>\n <li>Largest gain in 2021:<b>281%</b></li>\n <li>Largest loss in 2021:<b>-68%</b></li>\n <li>Peak price:<b>$25.10</b></li>\n <li>Current price:<b>$12.82</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00f988c9dcc4545d783ac29b2061f44d\" tg-width=\"1200\" tg-height=\"525\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>CLNE - Clean Energy Fuels Corp.</b></p>\n<ul>\n <li>Largest gain in 2021:<b>137%</b></li>\n <li>Largest loss in 2021:<b>-59%</b></li>\n <li>Peak price:<b>$18.64</b></li>\n <li>Current price:<b>$11.22</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42e24ea5dd3ca3f186eab5451fa7fcbc\" tg-width=\"1200\" tg-height=\"524\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>CLOV - Clover Health Investments</b></p>\n<ul>\n <li>Largest gain in 2021:<b>224%</b></li>\n <li>Largest loss in 2021:<b>-56%</b></li>\n <li>Peak price:<b>$22.15</b></li>\n <li>Current price:<b>$12.10</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddfd7742b5b929d9febee80c5926f08f\" tg-width=\"1200\" tg-height=\"507\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>CLF - Cleveland-Cliff</b></p>\n<ul>\n <li>Largest gain in 2021:<b>83%</b></li>\n <li>Largest loss in 2021:<b>-28%</b></li>\n <li>Peak price:<b>$24.44</b></li>\n <li>Current price:<b>$20.75</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15c8accc6baf5e68f5a1088eb8a75c4d\" tg-width=\"1200\" tg-height=\"524\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>TLRY - Tilray Pharmaceuticals</b></p>\n<ul>\n <li>Largest gain in 2021:<b>610%</b></li>\n <li>Largest loss in 2021:<b>-78%</b></li>\n <li>Peak price:<b>$63.91</b></li>\n <li>Current price:<b>$17.23</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc9ed19b51e752ceff9a6534d4afd089\" tg-width=\"1200\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>NOK - Nokia Corporation</b></p>\n<ul>\n <li>Largest gain in 2021:<b>69%</b></li>\n <li>Largest loss in 2021:<b>-41%</b></li>\n <li>Peak price:<b>$6.55</b></li>\n <li>Current price:<b>$5.14</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33e920e940ac016540520a46acbcb0d5\" tg-width=\"1200\" tg-height=\"511\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></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>Meme Stocks: How The Most Popular Have Performed in 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeme Stocks: How The Most Popular Have Performed in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/meme-stocks-how-the-most-popular-have-performed-in-2021><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme mania has been one of the most unexpected phenomena in the equities market in an already atypical pandemic environment. The “meme attacks” have rarely been based on business fundamentals, but ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/meme-stocks-how-the-most-popular-have-performed-in-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/memestocks/other-memes/meme-stocks-how-the-most-popular-have-performed-in-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147153207","content_text":"Meme mania has been one of the most unexpected phenomena in the equities market in an already atypical pandemic environment. The “meme attacks” have rarely been based on business fundamentals, but instead fueled by momentum and discussions on web forums that catalyze vicious rallies.\nBelow, the Wall Street Memes channel lists some of the most popular meme stocks and how each has performed so far in 2021.\nFigure 1: GameStop store.\nGME - GameStop Corp.\n\nLargest gain in 2021:1,914%\nLargest loss in 2021:-88%\nPeak price:$347.51\nCurrent price:$200.18(at last check).\n\nAMC - AMC Theaters\n\nLargest gain in 2021:2,850%\nLargest loss in 2021:-72%\nPeak price:$62.55\nCurrent price:$55.14(at last check).\n\nGoogle Finance\nBB - BlackBerry Limited\n\nLargest gain in 2021:281%\nLargest loss in 2021:-68%\nPeak price:$25.10\nCurrent price:$12.82(at last check).\n\nGoogle Finance\nCLNE - Clean Energy Fuels Corp.\n\nLargest gain in 2021:137%\nLargest loss in 2021:-59%\nPeak price:$18.64\nCurrent price:$11.22(at last check).\n\nGoogle Finance\nCLOV - Clover Health Investments\n\nLargest gain in 2021:224%\nLargest loss in 2021:-56%\nPeak price:$22.15\nCurrent price:$12.10(at last check).\n\nGoogle Finance\nCLF - Cleveland-Cliff\n\nLargest gain in 2021:83%\nLargest loss in 2021:-28%\nPeak price:$24.44\nCurrent price:$20.75(at last check).\n\nGoogle Finance\nTLRY - Tilray Pharmaceuticals\n\nLargest gain in 2021:610%\nLargest loss in 2021:-78%\nPeak price:$63.91\nCurrent price:$17.23(at last check).\n\nGoogle Finance\nNOK - Nokia Corporation\n\nLargest gain in 2021:69%\nLargest loss in 2021:-41%\nPeak price:$6.55\nCurrent price:$5.14(at last check).\n\nGoogle Finance","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940310201,"gmtCreate":1677685948904,"gmtModify":1677685951491,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940310201","repostId":"2316130296","repostType":4,"repost":{"id":"2316130296","kind":"highlight","pubTimestamp":1677684066,"share":"https://ttm.financial/m/news/2316130296?lang=&edition=fundamental","pubTime":"2023-03-01 23:21","market":"us","language":"en","title":"3 Stocks That Could Join Apple, Microsoft, and Alphabet in the $1 Trillion Club","url":"https://stock-news.laohu8.com/highlight/detail?id=2316130296","media":"Motley Fool","summary":"Artificial intelligence, electric vehicles, and the metaverse could catapult these companies to trillion-dollar valuations.","content":"<html><head></head><body><p>In 1901, a group of America&#39;s most successful businessmen came together to create <b>United States Steel</b> by consolidating some of the country&#39;s largest steel producers and fabricators. The deal marked the birth of the first ever billion-dollar company. More than a century later, in August 2018, technology giant <b>Apple</b> became the first company to surpass a market valuation of $1 trillion. Today, the trillion-dollar club also includes <b>Microsoft</b> and <b>Alphabet</b>.</p><p>Steel dominated the business world in the early 1900s, and software and computers dominate the business world today. But what&#39;s in the cards for the future? And more importantly, how can investors benefit? What follows are three stocks that could be the next members of the trillion-dollar club. Investors might want to consider buying in before they get there.</p><h2>1. Nvidia: Leading the artificial intelligence arms race</h2><p><b>Nvidia </b>(NVDA -1.21%) is best known for producing some of the most advanced semiconductors (computer chips) in the world, but its future is set to be driven by something with far more potential: artificial intelligence (AI).</p><p>The capabilities of AI are already stunning the tech world thanks to language model chatbots like ChatGPT, which is trained using Nvidia&#39;s powerful chips. The semiconductor giant could be at the center of the AI revolution. Nvidia has developed a suite of AI applications in addition to building the world&#39;s most advanced AI supercomputers, and millions of businesses can soon access their capabilities through popular cloud platforms like Microsoft Azure and Google Cloud.</p><p>It could make Nvidia the most widely distributed provider of AI tools on the planet.</p><p>Ark Investment Management, which is led by noted tech investor Cathie Wood, recently issued a bold prediction for the AI industry. It says AI could add a whopping $200 trillion to the global economy by 2030 by substantially boosting the productivity of knowledge workers -- as much as tenfold for the average computer programmer, for example.</p><p>Nvidia has generated $26.9 billion in revenue over the last four quarters and currently has a market valuation of $578 billion. If it captures even a fraction of the potential the AI industry has to offer over the next decade, Nvidia&#39;s valuation could easily rocket past the $1 trillion mark.</p><h2>2. Tesla: A diversified bet on the future</h2><p>When it comes to the potential to create value for investors, <b>Tesla </b>(TSLA -0.93%) has more irons in the fire than most companies. It&#39;s no stranger to the trillion-dollar club because it joined it briefly in 2021, but the recent sell-off in the tech sector has sent its stock price down 51% from its all-time high.</p><p>But its sliding stock price isn&#39;t necessarily reflective of what&#39;s going on with the company. Tesla delivered a record 1.3 million electric vehicles (EVs) to customers in 2022 and brought in an all-time high $81 billion in revenue. While EVs are core to Tesla&#39;s business right now, investors are keenly observing other segments that could grow substantially in the near future.</p><p>Self-driving software is one of them, which is powered by AI and machine learning. Tesla is a leader in this field and it intends to release a fully autonomous robotaxi in 2024. That forms part of the basis for Ark Invest&#39;s lofty $1,533 price target for Tesla stock, which represents 678% upside from where it trades today. Ark has also issued a prediction for the autonomous ride-hailing industry, which suggests it could be a $14 trillion opportunity as soon as 2027.</p><p>Speaking of 2027, that&#39;s the possible release year for Tesla&#39;s humanoid robot, Optimus, which could change the workforce forever by automating low-skill jobs. The company anticipates it could sell millions of units per year with a price tag of $20,000.</p><p>Tesla has outlined plans to produce 20 million cars per year by 2030, meaning greater than tenfold growth between now and then in its core business.</p><p>Realizing the potential of any one of the aforementioned businesses is plenty to see Tesla reclaim a $1 trillion valuation. But combined, getting there could be a breeze in the medium to long term.</p><h2>3. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>: The metaverse could deliver big returns</h2><p><b>Meta Platforms</b> (META 3.19%) is another former member of the trillion-dollar club. It entered in 2021 before the tech sell-off dealt a 55% blow to its stock price from its all-time high. Meta is the parent company of popular social media platforms like Facebook, Instagram, and WhatsApp, though it shifted its focus to developing the metaverse over the last few years, much to the disappointment of investors.</p><p>A global economic slowdown is hurting Meta&#39;s core advertising business across Facebook and Instagram. Meanwhile, the company is plowing billions of dollars into its Reality Labs (metaverse) segment despite it generating a mere pittance in terms of revenue. Reality Labs&#39; total loss for 2022 came in at an eye-popping $13.7 billion.</p><p>But Meta quashed some concerns by laying off 11,000 employees in November last year and committing to cost cuts to help rejuvenate its earnings. It&#39;s also focusing on adding new features to Instagram to keep users engaged, including Notes and Candid Stories. That&#39;s on top of its recent success with Reels, its short-form video feature developed to compete with ByteDance&#39;s TikTok.</p><p>The fourth quarter of 2022 brought welcome relief for investors as the improvements boosted Meta&#39;s revenue to the highest quarterly level for the year. Plus, its net income jumped sequentially after three straight quarters of declines. A continued bounce-back in Meta&#39;s ad business could be enough to inch the company closer to reclaiming a $1 trillion valuation.</p><p>But investors shouldn&#39;t discount the metaverse, despite the recent pessimism. Meta CEO Mark Zuckerberg thinks the company&#39;s virtual world could eventually attract 1 billion users who would each spend hundreds of dollars on virtual goods and services. Further, an estimate by Bloomberg Intelligence suggests it could be a $1.6 trillion opportunity by 2030.</p><p>Since Meta is committing so many resources on both the software and hardware side, it&#39;s likely to lead the way. If virtual reality truly is the next frontier of social and professional connections, then Meta Platforms should have no trouble rejoining Apple, Microsoft, and Alphabet in the trillion-dollar club.</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>3 Stocks That Could Join Apple, Microsoft, and Alphabet in the $1 Trillion Club</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 Stocks That Could Join Apple, Microsoft, and Alphabet in the $1 Trillion Club\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/01/3-stocks-join-apple-microsoft-alphabet-1-trillion/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 1901, a group of America's most successful businessmen came together to create United States Steel by consolidating some of the country's largest steel producers and fabricators. The deal marked ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/01/3-stocks-join-apple-microsoft-alphabet-1-trillion/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","META":"Meta Platforms, Inc.","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2023/03/01/3-stocks-join-apple-microsoft-alphabet-1-trillion/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316130296","content_text":"In 1901, a group of America's most successful businessmen came together to create United States Steel by consolidating some of the country's largest steel producers and fabricators. The deal marked the birth of the first ever billion-dollar company. More than a century later, in August 2018, technology giant Apple became the first company to surpass a market valuation of $1 trillion. Today, the trillion-dollar club also includes Microsoft and Alphabet.Steel dominated the business world in the early 1900s, and software and computers dominate the business world today. But what's in the cards for the future? And more importantly, how can investors benefit? What follows are three stocks that could be the next members of the trillion-dollar club. Investors might want to consider buying in before they get there.1. Nvidia: Leading the artificial intelligence arms raceNvidia (NVDA -1.21%) is best known for producing some of the most advanced semiconductors (computer chips) in the world, but its future is set to be driven by something with far more potential: artificial intelligence (AI).The capabilities of AI are already stunning the tech world thanks to language model chatbots like ChatGPT, which is trained using Nvidia's powerful chips. The semiconductor giant could be at the center of the AI revolution. Nvidia has developed a suite of AI applications in addition to building the world's most advanced AI supercomputers, and millions of businesses can soon access their capabilities through popular cloud platforms like Microsoft Azure and Google Cloud.It could make Nvidia the most widely distributed provider of AI tools on the planet.Ark Investment Management, which is led by noted tech investor Cathie Wood, recently issued a bold prediction for the AI industry. It says AI could add a whopping $200 trillion to the global economy by 2030 by substantially boosting the productivity of knowledge workers -- as much as tenfold for the average computer programmer, for example.Nvidia has generated $26.9 billion in revenue over the last four quarters and currently has a market valuation of $578 billion. If it captures even a fraction of the potential the AI industry has to offer over the next decade, Nvidia's valuation could easily rocket past the $1 trillion mark.2. Tesla: A diversified bet on the futureWhen it comes to the potential to create value for investors, Tesla (TSLA -0.93%) has more irons in the fire than most companies. It's no stranger to the trillion-dollar club because it joined it briefly in 2021, but the recent sell-off in the tech sector has sent its stock price down 51% from its all-time high.But its sliding stock price isn't necessarily reflective of what's going on with the company. Tesla delivered a record 1.3 million electric vehicles (EVs) to customers in 2022 and brought in an all-time high $81 billion in revenue. While EVs are core to Tesla's business right now, investors are keenly observing other segments that could grow substantially in the near future.Self-driving software is one of them, which is powered by AI and machine learning. Tesla is a leader in this field and it intends to release a fully autonomous robotaxi in 2024. That forms part of the basis for Ark Invest's lofty $1,533 price target for Tesla stock, which represents 678% upside from where it trades today. Ark has also issued a prediction for the autonomous ride-hailing industry, which suggests it could be a $14 trillion opportunity as soon as 2027.Speaking of 2027, that's the possible release year for Tesla's humanoid robot, Optimus, which could change the workforce forever by automating low-skill jobs. The company anticipates it could sell millions of units per year with a price tag of $20,000.Tesla has outlined plans to produce 20 million cars per year by 2030, meaning greater than tenfold growth between now and then in its core business.Realizing the potential of any one of the aforementioned businesses is plenty to see Tesla reclaim a $1 trillion valuation. But combined, getting there could be a breeze in the medium to long term.3. Meta Platforms: The metaverse could deliver big returnsMeta Platforms (META 3.19%) is another former member of the trillion-dollar club. It entered in 2021 before the tech sell-off dealt a 55% blow to its stock price from its all-time high. Meta is the parent company of popular social media platforms like Facebook, Instagram, and WhatsApp, though it shifted its focus to developing the metaverse over the last few years, much to the disappointment of investors.A global economic slowdown is hurting Meta's core advertising business across Facebook and Instagram. Meanwhile, the company is plowing billions of dollars into its Reality Labs (metaverse) segment despite it generating a mere pittance in terms of revenue. Reality Labs' total loss for 2022 came in at an eye-popping $13.7 billion.But Meta quashed some concerns by laying off 11,000 employees in November last year and committing to cost cuts to help rejuvenate its earnings. It's also focusing on adding new features to Instagram to keep users engaged, including Notes and Candid Stories. That's on top of its recent success with Reels, its short-form video feature developed to compete with ByteDance's TikTok.The fourth quarter of 2022 brought welcome relief for investors as the improvements boosted Meta's revenue to the highest quarterly level for the year. Plus, its net income jumped sequentially after three straight quarters of declines. A continued bounce-back in Meta's ad business could be enough to inch the company closer to reclaiming a $1 trillion valuation.But investors shouldn't discount the metaverse, despite the recent pessimism. Meta CEO Mark Zuckerberg thinks the company's virtual world could eventually attract 1 billion users who would each spend hundreds of dollars on virtual goods and services. Further, an estimate by Bloomberg Intelligence suggests it could be a $1.6 trillion opportunity by 2030.Since Meta is committing so many resources on both the software and hardware side, it's likely to lead the way. If virtual reality truly is the next frontier of social and professional connections, then Meta Platforms should have no trouble rejoining Apple, Microsoft, and Alphabet in the trillion-dollar club.","news_type":1},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955766396,"gmtCreate":1675773562116,"gmtModify":1675773566131,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955766396","repostId":"2309327810","repostType":4,"repost":{"id":"2309327810","kind":"highlight","pubTimestamp":1675769489,"share":"https://ttm.financial/m/news/2309327810?lang=&edition=fundamental","pubTime":"2023-02-07 19:31","market":"us","language":"en","title":"Meta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs","url":"https://stock-news.laohu8.com/highlight/detail?id=2309327810","media":"Seekingalpha","summary":"Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3","content":"<html><head></head><body><p>Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3.76B and $440MM for Family of Apps and Reality Labs respectively), and $32.17B in revenue beating street&#39;s revenue expectations.</p><p>META soared from $153 to $189 (+24%) with 150MM trading volume. This is in contrast to 232MM selloff post Q3-22 earnings resulting in -29% stock price drop due to EPS miss ($1.64 vs $1.89 expected).</p><p>During Q4-22 earnings call, the company did a great job &#39;selling&#39; their product strategies on WhatsApp, Reels, and AI, as well as plans on improving cost efficiencies with infrastructure and organizations. Except the mass layoff in Q4, I have seen limited evidence supporting the doubled stock price within three months. The market clearly just reacted to Meta&#39;s quarterly results. In my previous articles (Meta: Ads Business Growth At Risk; Meta Bets On WhatsApp To Replicate WeChat Success; Meta&#39;s Ads Risk With ARPU And CPM) I mainly discussed Meta&#39;s risk with advertising. Today I want to share a few more thoughts around their Q4-22 earning discussions.</p><p><img src=\"https://static.tigerbbs.com/17753bb004be3b891707db6a9c822255\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Capital IQ</p><h2>Meta faces a dilemma between committing to Year of Efficiency and increasing investment in Reality Labs</h2><p>The company stated that 2023 would be the &#34;year of efficiency&#34; with mass layoff and restructuring as the starting point in Q4-22, and efficiency efforts will continue for Infrastructure, Org structure, and AI tooling. Specifically ROI of AI investments will be measured to inform their future spending. The company also made it clear that Reality Labs losses would continue to increase in 2023 from an already very pricey endeavor with $13.7B loss in 2022.</p><p>There are several problems between committing to efficiency and increasing investment in reality labs.</p><p>First, driving efficiency normally comes with costs of slowing down growth. If Meta indeed is going to fulfill their commitment in cost optimization, it means growth of some businesses will more or less be affected. Since Metaverse is still their long-term bet, in order to deliver on their vision, infrastructure would be critical to support the development. Although the company wanted to measure ROI of AI investments, guess how hard it would be to measure the return for this multi-year journey?</p><p>Second, comparing with Cloud leaders on the market, anecdotally Meta is pretty new in infrastructure capacity planning and CapEx optimization. I can think of various things that might limit Meta from moving fast. The foundational work of metering infrastructure usage by workload, the operational excellence in right-sizing data center footprints, and the trial and error required to understand tradeoffs between utilization and performance by workload. Just to name a few.</p><p>All in all, I am positive that a flatter organization would allow Meta to move faster, more thoughtful hiring plans will help keep HC costs under control. But infrastructure efficiency will be a tough dilemma Meta has to face, and eventually Meta will have to determine the ranked priority between Reality Labs investment and efficiency commitment.<img src=\"https://static.tigerbbs.com/fc7f66973ff47fd845c2ecc84228ee8a\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company</p><p><img src=\"https://static.tigerbbs.com/d60f33ee92512776d6766fc3298ef47d\" tg-width=\"640\" tg-height=\"115\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company</p><p><img src=\"https://static.tigerbbs.com/7d9a60e815186cde0e971024685a538a\" tg-width=\"640\" tg-height=\"163\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company</p><h2>Reels likely won&#39;t take off until early 2024</h2><p>Reels, a short-form video product, is what Meta competes with TikTok. Unfortunately, the company seems lacking conviction in moving fast. As stated in Q4-22 earnings call, Reels monetization efficient is much less than feed, and revenue neutral will only be achieved by the end of this year or early 2024.</p><blockquote>&#34;We are not quantifying the gap in monetization efficiency between Reels and other services. We know it <i>took us several years to bring the gap close between Stories and Feed Ads.</i> And we expect that <i>this will take longer for Reels</i>&#34;.</blockquote><p>Note that by the end of 2023, TikTok is estimated to reach $18B in ad revenue. This is one of the tradeoffs when Meta leads the construction of future&#39;s metaverse.<img src=\"https://static.tigerbbs.com/f9390db4a4c16ed767832337701ff391\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company</p><p><img src=\"https://static.tigerbbs.com/122f3385e481cdaab68efd1f8793218a\" tg-width=\"640\" tg-height=\"203\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company</p><p>Finally, although MAUs hit new highs, it worries me a little that Ads in North America has been trending flat. Growth in APAC and ROW means lower ARPU, lower CPM to offset higher volume of impressions. One of the potential reasons could be that advertisers started rationalizing their budget allocation and shifted towards Retail Media Networks and Short-form Video Ads. See my previous article, Walmart: Doubling Down In Retail Media Network.</p><h2>Conclusion</h2><p>I overall remain neutral for META stock. On the positive side, Meta repurchased $28B worth shares in 2022, and announced $40B share buyback in 2023. Meta also started talking about Ads monetization for WhatsApp. Getting fit is also a critical path for tech giants to regain growth momentum. On the flip side, I am skeptical how much efficiency improvement will materialize, and also feel slightly disappointed about the ramping plan for Reels in 2023.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 19:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575754-meta-platforms-4q-2022-earnings-dilemma-between-year-of-efficiency-reality-labs><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3.76B and $440MM for Family of Apps and Reality Labs respectively), and $32.17B in revenue beating ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575754-meta-platforms-4q-2022-earnings-dilemma-between-year-of-efficiency-reality-labs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4575754-meta-platforms-4q-2022-earnings-dilemma-between-year-of-efficiency-reality-labs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309327810","content_text":"Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3.76B and $440MM for Family of Apps and Reality Labs respectively), and $32.17B in revenue beating street's revenue expectations.META soared from $153 to $189 (+24%) with 150MM trading volume. This is in contrast to 232MM selloff post Q3-22 earnings resulting in -29% stock price drop due to EPS miss ($1.64 vs $1.89 expected).During Q4-22 earnings call, the company did a great job 'selling' their product strategies on WhatsApp, Reels, and AI, as well as plans on improving cost efficiencies with infrastructure and organizations. Except the mass layoff in Q4, I have seen limited evidence supporting the doubled stock price within three months. The market clearly just reacted to Meta's quarterly results. In my previous articles (Meta: Ads Business Growth At Risk; Meta Bets On WhatsApp To Replicate WeChat Success; Meta's Ads Risk With ARPU And CPM) I mainly discussed Meta's risk with advertising. Today I want to share a few more thoughts around their Q4-22 earning discussions.Capital IQMeta faces a dilemma between committing to Year of Efficiency and increasing investment in Reality LabsThe company stated that 2023 would be the \"year of efficiency\" with mass layoff and restructuring as the starting point in Q4-22, and efficiency efforts will continue for Infrastructure, Org structure, and AI tooling. Specifically ROI of AI investments will be measured to inform their future spending. The company also made it clear that Reality Labs losses would continue to increase in 2023 from an already very pricey endeavor with $13.7B loss in 2022.There are several problems between committing to efficiency and increasing investment in reality labs.First, driving efficiency normally comes with costs of slowing down growth. If Meta indeed is going to fulfill their commitment in cost optimization, it means growth of some businesses will more or less be affected. Since Metaverse is still their long-term bet, in order to deliver on their vision, infrastructure would be critical to support the development. Although the company wanted to measure ROI of AI investments, guess how hard it would be to measure the return for this multi-year journey?Second, comparing with Cloud leaders on the market, anecdotally Meta is pretty new in infrastructure capacity planning and CapEx optimization. I can think of various things that might limit Meta from moving fast. The foundational work of metering infrastructure usage by workload, the operational excellence in right-sizing data center footprints, and the trial and error required to understand tradeoffs between utilization and performance by workload. Just to name a few.All in all, I am positive that a flatter organization would allow Meta to move faster, more thoughtful hiring plans will help keep HC costs under control. But infrastructure efficiency will be a tough dilemma Meta has to face, and eventually Meta will have to determine the ranked priority between Reality Labs investment and efficiency commitment.CompanyCompanyCompanyReels likely won't take off until early 2024Reels, a short-form video product, is what Meta competes with TikTok. Unfortunately, the company seems lacking conviction in moving fast. As stated in Q4-22 earnings call, Reels monetization efficient is much less than feed, and revenue neutral will only be achieved by the end of this year or early 2024.\"We are not quantifying the gap in monetization efficiency between Reels and other services. We know it took us several years to bring the gap close between Stories and Feed Ads. And we expect that this will take longer for Reels\".Note that by the end of 2023, TikTok is estimated to reach $18B in ad revenue. This is one of the tradeoffs when Meta leads the construction of future's metaverse.CompanyCompanyFinally, although MAUs hit new highs, it worries me a little that Ads in North America has been trending flat. Growth in APAC and ROW means lower ARPU, lower CPM to offset higher volume of impressions. One of the potential reasons could be that advertisers started rationalizing their budget allocation and shifted towards Retail Media Networks and Short-form Video Ads. See my previous article, Walmart: Doubling Down In Retail Media Network.ConclusionI overall remain neutral for META stock. On the positive side, Meta repurchased $28B worth shares in 2022, and announced $40B share buyback in 2023. Meta also started talking about Ads monetization for WhatsApp. Getting fit is also a critical path for tech giants to regain growth momentum. On the flip side, I am skeptical how much efficiency improvement will materialize, and also feel slightly disappointed about the ramping plan for Reels in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922675001,"gmtCreate":1671764517904,"gmtModify":1676538589703,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Really?","listText":"Really?","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922675001","repostId":"2293558389","repostType":2,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273197523165480,"gmtCreate":1707736565491,"gmtModify":1707737304190,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Happy chinese new year","listText":"Happy chinese new year","text":"Happy chinese new year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273197523165480","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271760770945288,"gmtCreate":1707385639025,"gmtModify":1707392112446,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Happy chinese new year! 🎉🧧","listText":"Happy chinese new year! 🎉🧧","text":"Happy chinese new year! 🎉🧧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271760770945288","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942059301,"gmtCreate":1681088710703,"gmtModify":1681088714661,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Really?&nbsp;","listText":"Really?&nbsp;","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942059301","repostId":"1169219759","repostType":2,"repost":{"id":"1169219759","kind":"news","pubTimestamp":1680944804,"share":"https://ttm.financial/m/news/1169219759?lang=&edition=fundamental","pubTime":"2023-04-08 17:06","market":"us","language":"en","title":"Musk to Visit China This Weekend With Possible Tesla Plant Stop","url":"https://stock-news.laohu8.com/highlight/detail?id=1169219759","media":"Bloomberg","summary":"Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai ","content":"<html><head></head><body><p>Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.</p><p style=\"text-align: start;\">The billionaire’s schedule is expected to include a meeting with local Shanghai authorities, the people said, declining to be identified because the trip hasn’t been disclosed publicly. The plans are fluid and may still change, they said.</p><p style=\"text-align: start;\">Tesla did not respond to a request for comment on Musk’s visit outside of regular business hours.</p><p style=\"text-align: start;\">Musk is traveling with Tom Zhu, who was named Tesla’s senior vice president of automotive this month.</p><p style=\"text-align: start;\">Zhu joined in 2014 and led the construction and operations of Tesla’s factory in Shanghai, living in the facility during Covid-related lockdowns. He is one of just four named executive officers along with Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, senior vice president of Powertrain and Energy Engineering.</p><p style=\"text-align: start;\">After the US, China is Tesla’s largest market, accounting for 22.3% of revenue in 2022. The company increased shipments from its Shanghai plant in March.</p><p style=\"text-align: start;\">In October, the electric-vehicle maker — a major player in hyper-competitive China — cut prices on models produced at its enormous factory on the outskirts of Shanghai. Matters escalated in January, with another discount that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk to Visit China This Weekend With Possible Tesla Plant Stop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk to Visit China This Weekend With Possible Tesla Plant Stop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-08 17:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.The billionaire’s schedule is expected to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169219759","content_text":"Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.The billionaire’s schedule is expected to include a meeting with local Shanghai authorities, the people said, declining to be identified because the trip hasn’t been disclosed publicly. The plans are fluid and may still change, they said.Tesla did not respond to a request for comment on Musk’s visit outside of regular business hours.Musk is traveling with Tom Zhu, who was named Tesla’s senior vice president of automotive this month.Zhu joined in 2014 and led the construction and operations of Tesla’s factory in Shanghai, living in the facility during Covid-related lockdowns. He is one of just four named executive officers along with Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, senior vice president of Powertrain and Energy Engineering.After the US, China is Tesla’s largest market, accounting for 22.3% of revenue in 2022. The company increased shipments from its Shanghai plant in March.In October, the electric-vehicle maker — a major player in hyper-competitive China — cut prices on models produced at its enormous factory on the outskirts of Shanghai. Matters escalated in January, with another discount that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955766091,"gmtCreate":1675773516514,"gmtModify":1675773520224,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955766091","repostId":"1189895713","repostType":4,"repost":{"id":"1189895713","kind":"news","pubTimestamp":1675770475,"share":"https://ttm.financial/m/news/1189895713?lang=&edition=fundamental","pubTime":"2023-02-07 19:47","market":"us","language":"en","title":"Disney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet","url":"https://stock-news.laohu8.com/highlight/detail?id=1189895713","media":"Benzinga","summary":"Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the ","content":"<html><head></head><body><ul><li><b>Walt Disney Co</b> proposed to discuss activist investor Nelson Peltz&#39;s bid seeking a board seat on the media and entertainment conglomerate at its annual shareholder meeting on April 3.</li><li>The board urged shareholders to vote against a proposal of Peltz&#39;s Trian Group that would reverse recent board changes to bylaws and against a shareholder proposal requesting a report on the company&#39;s reliance on China operations, Reuters reports.</li><li>In February, Trian wrote to Walt Disney shareholders to replace board director Michael Froman for his lack of understanding of Disney&#39;s businesses and inability to contribute to a rapidly shifting media ecosystem.</li><li>Peltz has served on 11 public company boards, including at <b>Procter &amp; Gamble Co</b>. He has said these companies, on average, outperformed the broader stock market index during his time as a director on their boards.</li><li>In January, Disney named a new independent chairman Mark Parker and opposed Peltz&#39;s attempt to join the board. Parker has been a member of Disney&#39;s board since 2016.</li><li>&#34;While senior leadership of The Walt Disney Company and its Board of Directors have engaged with Mr. Peltz numerous times over the last few months, the Board does not endorse the Trian Group nominee, and recommends that shareholders not support its nominee,&#34; Disney said.</li></ul></body></html>","source":"lsy1606299360108","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>Disney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet</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\">\nDisney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 19:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/23/02/30755358/disney-urges-shareholders-to-veto-activist-investor-nelson-peltzs-board-seat-proposal-at-april-3-ann><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the media and entertainment conglomerate at its annual shareholder meeting on April 3.The board urged ...</p>\n\n<a href=\"https://www.benzinga.com/news/23/02/30755358/disney-urges-shareholders-to-veto-activist-investor-nelson-peltzs-board-seat-proposal-at-april-3-ann\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.benzinga.com/news/23/02/30755358/disney-urges-shareholders-to-veto-activist-investor-nelson-peltzs-board-seat-proposal-at-april-3-ann","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189895713","content_text":"Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the media and entertainment conglomerate at its annual shareholder meeting on April 3.The board urged shareholders to vote against a proposal of Peltz's Trian Group that would reverse recent board changes to bylaws and against a shareholder proposal requesting a report on the company's reliance on China operations, Reuters reports.In February, Trian wrote to Walt Disney shareholders to replace board director Michael Froman for his lack of understanding of Disney's businesses and inability to contribute to a rapidly shifting media ecosystem.Peltz has served on 11 public company boards, including at Procter & Gamble Co. He has said these companies, on average, outperformed the broader stock market index during his time as a director on their boards.In January, Disney named a new independent chairman Mark Parker and opposed Peltz's attempt to join the board. Parker has been a member of Disney's board since 2016.\"While senior leadership of The Walt Disney Company and its Board of Directors have engaged with Mr. Peltz numerous times over the last few months, the Board does not endorse the Trian Group nominee, and recommends that shareholders not support its nominee,\" Disney said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967122476,"gmtCreate":1670286421496,"gmtModify":1676538336385,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Goal","listText":"Goal","text":"Goal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967122476","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967947336,"gmtCreate":1670255085325,"gmtModify":1676538330644,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576649215225776","authorIdStr":"3576649215225776"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967947336","repostId":"2289625158","repostType":2,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}