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2023-10-03

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@koolgal:The Mixed Fortunes Of Meme Stocks

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@JC888:Cathie Wood Buys $COIN, $SQ. Sells $TSLA - Low Value ?

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@MillionaireTiger:🎁Check Global Luxury Companies Q4 & FY 2022 Results, Mark Your Next Wishlist🔥

2023-04-03

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@MillionaireTiger:🎁Check Global Luxury Companies Q4 & FY 2022 Results, Mark Your Next Wishlist🔥

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/226158398939200","repostId":"226154059317312","repostType":1,"repost":{"id":226154059317312,"gmtCreate":1696294092430,"gmtModify":1696295087990,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1},"themes":[],"title":"The Mixed Fortunes Of Meme Stocks","htmlText":"🌟🌟🌟Meme stocks appeal to investors who love the excitement of capturing the meteoric rise of these stocks.&nbsp; Meme stock traders are looking for outsized gains even though these companies may have poor financial data.&nbsp; The goal here is to make a large profit in a short period. Meme stocks can rally and go sky high during the worst performing markets.&nbsp; The 4 main phases of Meme stocks are Early Adopter, Middle, FOMO and profit taking phase. Early adopters are the trendsetters in the meme stock cycle and identify an opportunity before the bulk of adopters (middle phase) popularises it.&nbsp; Then it's FOMO or fear of missing out phase and finally profit taking phase. Not all meme stocks are created equal.&nbsp;&nbsp; <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies </a>","listText":"🌟🌟🌟Meme stocks appeal to investors who love the excitement of capturing the meteoric rise of these stocks.&nbsp; Meme stock traders are looking for outsized gains even though these companies may have poor financial data.&nbsp; The goal here is to make a large profit in a short period. Meme stocks can rally and go sky high during the worst performing markets.&nbsp; The 4 main phases of Meme stocks are Early Adopter, Middle, FOMO and profit taking phase. Early adopters are the trendsetters in the meme stock cycle and identify an opportunity before the bulk of adopters (middle phase) popularises it.&nbsp; Then it's FOMO or fear of missing out phase and finally profit taking phase. Not all meme stocks are created equal.&nbsp;&nbsp; <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies </a>","text":"🌟🌟🌟Meme stocks appeal to investors who love the excitement of capturing the meteoric rise of these stocks. Meme stock traders are looking for outsized gains even though these companies may have poor financial data. The goal here is to make a large profit in a short period. Meme stocks can rally and go sky high during the worst performing markets. The 4 main phases of Meme stocks are Early Adopter, Middle, FOMO and profit taking phase. Early adopters are the trendsetters in the meme stock cycle and identify an opportunity before the bulk of adopters (middle phase) popularises it. Then it's FOMO or fear of missing out phase and finally profit taking phase. Not all meme stocks are created equal. $Palantir Technologies","images":[{"img":"https://community-static.tradeup.com/news/19b3552dc1d31f187906c9259ebe7f28","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/226154059317312","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211884364607512,"gmtCreate":1692760452880,"gmtModify":1692760457691,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"hold","listText":"hold","text":"hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211884364607512","repostId":"2361664872","repostType":4,"repost":{"id":"2361664872","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1692717123,"share":"https://www.laohu8.com/m/news/2361664872?lang=&edition=full","pubTime":"2023-08-22 23:12","market":"us","language":"en","title":"Nvidia Earnings or Powell's Jackson Hole Speech? What's More Important For Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2361664872","media":"Dow Jones","summary":"Two themes dominating markets in 2023 -- artificial intelligence and interest rates -- threaten to collide this week with Nvidia earnings and the Jackson Hole economic symposium. With risks skewed to the downside, investors should look past short-term tech hype and fear the Federal Reserve.Wall Street's bullishness over Nvidia  has reached fever pitch, with many analysts upping their estimates ahead of the chipmaker's earnings due Wednesday and betting it will rejuvenate a rally in the wider stock market and tech sector.\"We expect a bullish outlook from Nvidia that should be the fuel in the engine to continue this tech rally into the rest of the year despite the tough talking Fed,\" said Dan Ives, an analyst at broker Wedbush, exemplifying the mood among tech bulls.\"You get the sense that a lot is hanging on Nvidia delivering blistering numbers and a very strong outlook. Imagine buying Nvidia at [a valuation of] 244 times trailing earnings -- you have to be feeling lucky,\" said Neil Wil","content":"<html><head></head><body><p>Two themes dominating markets in 2023 -- artificial intelligence and interest rates -- threaten to collide this week with Nvidia earnings and the Jackson Hole economic symposium. With risks skewed to the downside, investors should look past short-term tech hype and fear the Federal Reserve.</p><p>Wall Street&#39;s bullishness over Nvidia (ticker: NVDA) has reached fever pitch, with many analysts upping their estimates ahead of the chipmaker&#39;s earnings due Wednesday and betting it will rejuvenate a rally in the wider stock market and tech sector.</p><p>&#34;We expect a bullish outlook from Nvidia that should be the fuel in the engine to continue this tech rally into the rest of the year despite the tough talking Fed,&#34; said Dan Ives, an analyst at broker Wedbush, exemplifying the mood among tech bulls.</p><p>This sentiment is understandable. Betting on more gains for a stock that has already increased 220% this year -- buoying the S&amp;P 500 and Nasdaq indexes -- is a classic momentum trade. But the excitement might be setting traders up for disappointment. While there are signs the AI bubble can still get bigger, will Nvidia earnings really be so good as to lure in investors that have so far stuck to the sidelines?</p><p>&#34;You get the sense that a lot is hanging on Nvidia delivering blistering numbers and a very strong outlook. Imagine buying Nvidia at [a valuation of] 244 times trailing earnings -- you have to be feeling lucky,&#34; said Neil Wilson, an analyst at broker Markets.com.</p><p>Nvidia stock rose 8.5% on Monday and touched an intraday record on Tuesday. Optimism has yet to be tempered, and it looks concerning taken in the context of the bond market -- and might be evidence that investors are thinking of fighting the Fed.</p><p>U.S. Treasury yields have surged in recent weeks, with the yield on the benchmark 10-year note topping 4.35% to sit at its highest level since 2007.</p><p>Behind the advance in yields are expectations among investors that the Fed will keep interest rates at a generational high for longer than once thought. A commitment to bringing inflation down to 2% and few signs of a slowing U.S. economy give little incentive to the central bank to loosen financial conditions. And futures markets are pricing in a near 50/50 chance of another interest-rate hike by November.</p><p>The latest leg higher for yields came on Monday, when the tech-heavy Nasdaq snapped a four-day losing streak. Typically, bond yields and tech stocks do not rise in tandem, because higher yields tend to dampen demand for equities that have valuations pinned on growth years into the future.</p><p>The sharp bond market moves puts Fed Chairman Jerome Powell&#39;s speech on Friday at Jackson Hole in focus. The Fed chief is likely to caution that the central bank will keep rates restrictive for some time and may take them higher if needed.</p><p>So, between Nvidia and Jackson Hole, let&#39;s tally the risks for markets. Realistically, Nvidia needs to beat, not meet -- or, heaven forbid, disappoint -- analyst expectations to keep the AI and tech party going. Meanwhile, what&#39;s the likelihood that Powell will spin a dovish yarn at the central bank world&#39;s version of Woodstock?</p><p>Not only do these risks seem skewed to the downside, but the latter force -- the Fed -- is structurally more dominant than the former. AI and Nvidia have driven big gains for tech stocks this year, but the Fed&#39;s role in slowing the pace of rate hikes shouldn&#39;t be discounted either. Yet it was the central bank and its dramatic campaign of rate hikes that in 2022 delivered the stock market its worst year since 2008.</p><p>If the Fed keeps rates high through 2024 and investors can earn a cool, risk-free 5% on Treasuries, there is little incentive to pile into riskier bets like tech stocks.</p><p>No matter how much Nvidia earnings want to make investors dance, Powell&#39;s Jackson Hole speech may be like turning the lights on early at the party.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Earnings or Powell's Jackson Hole Speech? 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What's More Important For Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-22 23:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Two themes dominating markets in 2023 -- artificial intelligence and interest rates -- threaten to collide this week with Nvidia earnings and the Jackson Hole economic symposium. With risks skewed to the downside, investors should look past short-term tech hype and fear the Federal Reserve.</p><p>Wall Street&#39;s bullishness over Nvidia (ticker: NVDA) has reached fever pitch, with many analysts upping their estimates ahead of the chipmaker&#39;s earnings due Wednesday and betting it will rejuvenate a rally in the wider stock market and tech sector.</p><p>&#34;We expect a bullish outlook from Nvidia that should be the fuel in the engine to continue this tech rally into the rest of the year despite the tough talking Fed,&#34; said Dan Ives, an analyst at broker Wedbush, exemplifying the mood among tech bulls.</p><p>This sentiment is understandable. Betting on more gains for a stock that has already increased 220% this year -- buoying the S&amp;P 500 and Nasdaq indexes -- is a classic momentum trade. But the excitement might be setting traders up for disappointment. While there are signs the AI bubble can still get bigger, will Nvidia earnings really be so good as to lure in investors that have so far stuck to the sidelines?</p><p>&#34;You get the sense that a lot is hanging on Nvidia delivering blistering numbers and a very strong outlook. Imagine buying Nvidia at [a valuation of] 244 times trailing earnings -- you have to be feeling lucky,&#34; said Neil Wilson, an analyst at broker Markets.com.</p><p>Nvidia stock rose 8.5% on Monday and touched an intraday record on Tuesday. Optimism has yet to be tempered, and it looks concerning taken in the context of the bond market -- and might be evidence that investors are thinking of fighting the Fed.</p><p>U.S. Treasury yields have surged in recent weeks, with the yield on the benchmark 10-year note topping 4.35% to sit at its highest level since 2007.</p><p>Behind the advance in yields are expectations among investors that the Fed will keep interest rates at a generational high for longer than once thought. A commitment to bringing inflation down to 2% and few signs of a slowing U.S. economy give little incentive to the central bank to loosen financial conditions. And futures markets are pricing in a near 50/50 chance of another interest-rate hike by November.</p><p>The latest leg higher for yields came on Monday, when the tech-heavy Nasdaq snapped a four-day losing streak. Typically, bond yields and tech stocks do not rise in tandem, because higher yields tend to dampen demand for equities that have valuations pinned on growth years into the future.</p><p>The sharp bond market moves puts Fed Chairman Jerome Powell&#39;s speech on Friday at Jackson Hole in focus. The Fed chief is likely to caution that the central bank will keep rates restrictive for some time and may take them higher if needed.</p><p>So, between Nvidia and Jackson Hole, let&#39;s tally the risks for markets. Realistically, Nvidia needs to beat, not meet -- or, heaven forbid, disappoint -- analyst expectations to keep the AI and tech party going. Meanwhile, what&#39;s the likelihood that Powell will spin a dovish yarn at the central bank world&#39;s version of Woodstock?</p><p>Not only do these risks seem skewed to the downside, but the latter force -- the Fed -- is structurally more dominant than the former. AI and Nvidia have driven big gains for tech stocks this year, but the Fed&#39;s role in slowing the pace of rate hikes shouldn&#39;t be discounted either. Yet it was the central bank and its dramatic campaign of rate hikes that in 2022 delivered the stock market its worst year since 2008.</p><p>If the Fed keeps rates high through 2024 and investors can earn a cool, risk-free 5% on Treasuries, there is little incentive to pile into riskier bets like tech stocks.</p><p>No matter how much Nvidia earnings want to make investors dance, Powell&#39;s Jackson Hole speech may be like turning the lights on early at the party.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POWL":"Powell Industries","NVDA":"英伟达"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2361664872","content_text":"Two themes dominating markets in 2023 -- artificial intelligence and interest rates -- threaten to collide this week with Nvidia earnings and the Jackson Hole economic symposium. With risks skewed to the downside, investors should look past short-term tech hype and fear the Federal Reserve.Wall Street's bullishness over Nvidia (ticker: NVDA) has reached fever pitch, with many analysts upping their estimates ahead of the chipmaker's earnings due Wednesday and betting it will rejuvenate a rally in the wider stock market and tech sector.\"We expect a bullish outlook from Nvidia that should be the fuel in the engine to continue this tech rally into the rest of the year despite the tough talking Fed,\" said Dan Ives, an analyst at broker Wedbush, exemplifying the mood among tech bulls.This sentiment is understandable. Betting on more gains for a stock that has already increased 220% this year -- buoying the S&P 500 and Nasdaq indexes -- is a classic momentum trade. But the excitement might be setting traders up for disappointment. While there are signs the AI bubble can still get bigger, will Nvidia earnings really be so good as to lure in investors that have so far stuck to the sidelines?\"You get the sense that a lot is hanging on Nvidia delivering blistering numbers and a very strong outlook. Imagine buying Nvidia at [a valuation of] 244 times trailing earnings -- you have to be feeling lucky,\" said Neil Wilson, an analyst at broker Markets.com.Nvidia stock rose 8.5% on Monday and touched an intraday record on Tuesday. Optimism has yet to be tempered, and it looks concerning taken in the context of the bond market -- and might be evidence that investors are thinking of fighting the Fed.U.S. Treasury yields have surged in recent weeks, with the yield on the benchmark 10-year note topping 4.35% to sit at its highest level since 2007.Behind the advance in yields are expectations among investors that the Fed will keep interest rates at a generational high for longer than once thought. A commitment to bringing inflation down to 2% and few signs of a slowing U.S. economy give little incentive to the central bank to loosen financial conditions. And futures markets are pricing in a near 50/50 chance of another interest-rate hike by November.The latest leg higher for yields came on Monday, when the tech-heavy Nasdaq snapped a four-day losing streak. Typically, bond yields and tech stocks do not rise in tandem, because higher yields tend to dampen demand for equities that have valuations pinned on growth years into the future.The sharp bond market moves puts Fed Chairman Jerome Powell's speech on Friday at Jackson Hole in focus. The Fed chief is likely to caution that the central bank will keep rates restrictive for some time and may take them higher if needed.So, between Nvidia and Jackson Hole, let's tally the risks for markets. Realistically, Nvidia needs to beat, not meet -- or, heaven forbid, disappoint -- analyst expectations to keep the AI and tech party going. Meanwhile, what's the likelihood that Powell will spin a dovish yarn at the central bank world's version of Woodstock?Not only do these risks seem skewed to the downside, but the latter force -- the Fed -- is structurally more dominant than the former. AI and Nvidia have driven big gains for tech stocks this year, but the Fed's role in slowing the pace of rate hikes shouldn't be discounted either. Yet it was the central bank and its dramatic campaign of rate hikes that in 2022 delivered the stock market its worst year since 2008.If the Fed keeps rates high through 2024 and investors can earn a cool, risk-free 5% on Treasuries, there is little incentive to pile into riskier bets like tech stocks.No matter how much Nvidia earnings want to make investors dance, Powell's Jackson Hole speech may be like turning the lights on early at the party.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195354004680856,"gmtCreate":1688713347468,"gmtModify":1688713351581,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195354004680856","repostId":"2349003627","repostType":4,"repost":{"id":"2349003627","pubTimestamp":1688712675,"share":"https://www.laohu8.com/m/news/2349003627?lang=&edition=full","pubTime":"2023-07-07 14:51","market":"us","language":"en","title":"Better Buy: C3.ai vs. Palantir Technologies","url":"https://stock-news.laohu8.com/highlight/detail?id=2349003627","media":"Motley Fool","summary":"A face-off between two enterprise artificial intelligence companies.","content":"<html><head></head><body><p>Artificial intelligence could push the economy to new productivity levels over the coming years, but most businesses won&#39;t be doing it on their own. Instead, they&#39;ll enlist help from companies like <a href=\"https://laohu8.com/S/AI\">C3.ai </a> and <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies </a>, which develop AI software solutions for organizations.</p><p>Both stocks have been big winners this year; C3.ai has soared a staggering 234% since January, while Palantir has followed closely behind with 141% in gains. But which is the better buy today and moving forward?</p><p>Here, I&#39;ve peeled back the layers of each company to examine which has the advantage in growth, financials, and valuation. The numbers seem to point toward a decisive winner. </p><p>Read on to find out more.</p><h2>Introducing our competitors</h2><p>C3.ai helps companies develop and deploy AI software applications. It offers a development platform to design and roll out applications and turnkey programs customers can integrate into their operations. Its software applies to many industries, from energy to supply chain and defense. The company&#39;s done $266 million in revenue over the past four quarters.</p><p>Palantir Technologies helps government organizations and enterprises build and deploy custom software applications through its platforms Gotham (private sector), Foundry (government), and AIP (artificial intelligence). The company&#39;s roots begin with the U.S. government, where it works with many agencies. It&#39;s also expanding its commercial business. Palantir generated $2 billion in revenue over the past four quarters.</p><h2>Round one: Growth</h2><p>Both companies have seen revenue growth slow over the past 18 months but for potentially different reasons. C3.ai has changed its billing method to a usage-based model and expects growth to accelerate as the company implements new customer programs. The company ended its fiscal year 2023 at the end of May and reported 126 agreements throughout the year, a 52% increase over fiscal year 2022.</p><p>Meanwhile, Palantir generates more than half its revenue from government customers (primarily the U.S.) which can ebb and flow with politics and government spending trends. However, defense spending has historically moved higher over time. Investors should see if Palantir&#39;s growth bounces back with the recent debt ceiling drama resolved. Palantir grew its number of U.S. enterprise customers by more than 50% year over year in its most recent quarter, a good sign for potential future growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/736d1951701828088c3a8380ed782049\" alt=\"AI Revenue (Quarterly YOY Growth) data by YCharts.\" title=\"AI Revenue (Quarterly YOY Growth) data by YCharts.\" tg-width=\"720\" tg-height=\"449\"/><span>AI Revenue (Quarterly YOY Growth) data by YCharts.</span></p><p><strong>Verdict:</strong> Palantir gets the nod here until C3.ai puts up numbers showing its billing change is supporting growth.</p><h2>Round two: Financials</h2><p>The two companies are in different financial classes at the moment. C3.ai is growing a much smaller revenue number. That trickles down to its cash flow, which is still negative. On the other hand, Palantir turned cash-flow positive in 2021 and has begun posting positive generally accepted accounting principles (GAAP) profits too.</p><p>Both companies are well-funded and carry zero long-term debt on their books.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74cbbf3f2ae72855ad60ae3ab9802a26\" alt=\"AI Free Cash Flow data by YCharts.\" title=\"AI Free Cash Flow data by YCharts.\" tg-width=\"720\" tg-height=\"497\"/><span>AI Free Cash Flow data by YCharts.</span></p><p></p><p><strong>Verdict:</strong> This is an easy win for Palantir, which is well funded and still generating hundreds of millions of dollars in free cash flow.</p><h2>Round three: Valuation</h2><p>Since C3.ai isn&#39;t yet profitable, one can start by comparing their valuations based on revenue via the price-to-sales (P/S) ratio. Right now, both stocks trade at roughly the same valuation -- but should they?</p><p>Palantir is not only profitable but is reaching the point where expenses are leveling out (often called operating leverage), which will supercharge earnings growth as the company keeps expanding. Analysts believe the company&#39;s earnings will grow by an average of 60% annually moving forward.</p><p>C3.ai&#39;s management team is targeting positive operating margins over the next year, but that&#39;s still a potential ways off from bottom-line profits. Analysts currently believe the company will turn its profit by April 2025.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e1143f2d8d504c5231b77ba228c8a77\" alt=\"AI P/S Ratio data by YCharts.\" title=\"AI P/S Ratio data by YCharts.\" tg-width=\"720\" tg-height=\"545\"/><span>AI P/S Ratio data by YCharts.</span></p><p><strong>Verdict:</strong> Palantir&#39;s more attractive at its price because of the expected earnings growth over the coming years.</p><h2>And the winner is...</h2><p>Palantir took all three categories, which makes the stock the seemingly obvious better buy for investors. Now, what was the point of this exercise? It shows that investors can&#39;t base their decisions on price action alone. C3.ai stock has performed significantly better than Palantir&#39;s over the past six months, but it could be Palantir that is the better investment five years from now.</p><p>Investors should always consider a company&#39;s fundamentals as their <em>North Star</em> in building their portfolio. In this case, Palantir is the stock you want to buy for today and the future.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: C3.ai vs. Palantir Technologies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: C3.ai vs. Palantir Technologies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-07 14:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/06/better-buy-c3ai-vs-palantir-technologies/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence could push the economy to new productivity levels over the coming years, but most businesses won't be doing it on their own. Instead, they'll enlist help from companies like ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/06/better-buy-c3ai-vs-palantir-technologies/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","AI":"C3.ai, Inc."},"source_url":"https://www.fool.com/investing/2023/07/06/better-buy-c3ai-vs-palantir-technologies/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2349003627","content_text":"Artificial intelligence could push the economy to new productivity levels over the coming years, but most businesses won't be doing it on their own. Instead, they'll enlist help from companies like C3.ai  and Palantir Technologies , which develop AI software solutions for organizations.Both stocks have been big winners this year; C3.ai has soared a staggering 234% since January, while Palantir has followed closely behind with 141% in gains. But which is the better buy today and moving forward?Here, I've peeled back the layers of each company to examine which has the advantage in growth, financials, and valuation. The numbers seem to point toward a decisive winner. Read on to find out more.Introducing our competitorsC3.ai helps companies develop and deploy AI software applications. It offers a development platform to design and roll out applications and turnkey programs customers can integrate into their operations. Its software applies to many industries, from energy to supply chain and defense. The company's done $266 million in revenue over the past four quarters.Palantir Technologies helps government organizations and enterprises build and deploy custom software applications through its platforms Gotham (private sector), Foundry (government), and AIP (artificial intelligence). The company's roots begin with the U.S. government, where it works with many agencies. It's also expanding its commercial business. Palantir generated $2 billion in revenue over the past four quarters.Round one: GrowthBoth companies have seen revenue growth slow over the past 18 months but for potentially different reasons. C3.ai has changed its billing method to a usage-based model and expects growth to accelerate as the company implements new customer programs. The company ended its fiscal year 2023 at the end of May and reported 126 agreements throughout the year, a 52% increase over fiscal year 2022.Meanwhile, Palantir generates more than half its revenue from government customers (primarily the U.S.) which can ebb and flow with politics and government spending trends. However, defense spending has historically moved higher over time. Investors should see if Palantir's growth bounces back with the recent debt ceiling drama resolved. Palantir grew its number of U.S. enterprise customers by more than 50% year over year in its most recent quarter, a good sign for potential future growth.AI Revenue (Quarterly YOY Growth) data by YCharts.Verdict: Palantir gets the nod here until C3.ai puts up numbers showing its billing change is supporting growth.Round two: FinancialsThe two companies are in different financial classes at the moment. C3.ai is growing a much smaller revenue number. That trickles down to its cash flow, which is still negative. On the other hand, Palantir turned cash-flow positive in 2021 and has begun posting positive generally accepted accounting principles (GAAP) profits too.Both companies are well-funded and carry zero long-term debt on their books.AI Free Cash Flow data by YCharts.Verdict: This is an easy win for Palantir, which is well funded and still generating hundreds of millions of dollars in free cash flow.Round three: ValuationSince C3.ai isn't yet profitable, one can start by comparing their valuations based on revenue via the price-to-sales (P/S) ratio. Right now, both stocks trade at roughly the same valuation -- but should they?Palantir is not only profitable but is reaching the point where expenses are leveling out (often called operating leverage), which will supercharge earnings growth as the company keeps expanding. Analysts believe the company's earnings will grow by an average of 60% annually moving forward.C3.ai's management team is targeting positive operating margins over the next year, but that's still a potential ways off from bottom-line profits. Analysts currently believe the company will turn its profit by April 2025.AI P/S Ratio data by YCharts.Verdict: Palantir's more attractive at its price because of the expected earnings growth over the coming years.And the winner is...Palantir took all three categories, which makes the stock the seemingly obvious better buy for investors. Now, what was the point of this exercise? It shows that investors can't base their decisions on price action alone. C3.ai stock has performed significantly better than Palantir's over the past six months, but it could be Palantir that is the better investment five years from now.Investors should always consider a company's fundamentals as their North Star in building their portfolio. In this case, Palantir is the stock you want to buy for today and the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194228407095544,"gmtCreate":1688458816056,"gmtModify":1688458820498,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194228407095544","repostId":"2348402542","repostType":4,"repost":{"id":"2348402542","pubTimestamp":1688442401,"share":"https://www.laohu8.com/m/news/2348402542?lang=&edition=full","pubTime":"2023-07-04 11:46","market":"us","language":"en","title":"NIO: This Bounce Has Juice","url":"https://stock-news.laohu8.com/highlight/detail?id=2348402542","media":"Seekingalpha","summary":"Andy Feng After a big foreign investment, NIO Inc. (NYSE:NIO) finally has some life back in the business and the stock. The Chinese electric vehicle (\"EV\") manufacturer ended Q2 on a positive note and","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>NIO Inc. reported a rebound in June vehicle delivery sales after a couple of weak months.</p></li><li><p>The Chinese EV automaker forecasts a big rebound in 2H vehicle deliveries, leading to much higher gross margins.</p></li><li><p>The company just obtained a $740 million cash infusion in a bullish sign of the current march towards record vehicle deliveries.</p></li></ul><p>After a big foreign investment, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> finally has some life back in the business and the stock. The Chinese electric vehicle (&#34;EV&#34;) manufacturer ended Q2 on a positive note and appears poised for record deliveries in Q3. My investment thesis remains ultra Bullish on the stock, with a rally finally in sight.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d90cd28243cec115331b29371c0b5c6f\" alt=\"Finviz\" title=\"Finviz\" tg-width=\"991\" tg-height=\"422\"/><span>Finviz</span></p><h2>June Rebound</h2><p>NIO reported June deliveries of 10,707 EVs for a big rebound from April/May. The key to the investment story is further momentum into July on the launch of a couple of additional vehicles during June.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81ee22281921c7229a517adfe185aaca\" alt=\"CnEVPost\" title=\"CnEVPost\" tg-width=\"640\" tg-height=\"339\"/><span>CnEVPost</span></p><p>After the June rebound, NIO has clear sights to record July and Q3 sales. The Chinese EV company has spent the last couple of years trying to capture consistent growth without much success.</p><p>As CnEVPost highlights, NIO needs to deliver 32,000 vehicles per month in the 2H to double sales in 2023 from the 122,486 units delivered last year. At the BoA 2023 Asia Conference, management reportedly made the following financial targets for the 2H:</p><ul><li><p>20K average monthly vehicle deliveries</p></li><li><p>Q3 gross margin - 10%</p></li><li><p>Q4 gross margin - 15%</p></li></ul><p>Going back to the monthly deliveries, NIO has struggled to deliver much more than 10K vehicles in any particular month. Outside of the last 2 months of 2022, the Chinese EV company has failed to even reach 14K monthly vehicle deliveries, so any month above 2OK, much less multiple months, would be momentous.</p><p>The major problem with the current vehicle delivery targets is that NIO would only deliver 120K units in the 2H after delivering just 55K in the 1H. The vehicle delivery total of 175K would definitely set a new annual delivery record, but NIO would end up far short of the target to double sales to ~250K for the year, questioning whether the company will even meet this new target.</p><p>The delivery targets aren&#39;t out of the question, considering <a href=\"https://laohu8.com/S/LI\">Li Auto</a> topped 32K deliveries in June, up 150% from only 11K last year.</p><h2>Cash Wasn&#39;t Needed</h2><p>A big part of the investment story in the last month was the investment by CYVN Holdings. Not only did the investment vehicle of the Abu Dhabi government invest nearly $740 million directly into acquiring 84,695,543 new shares at $8.72 per share, but also CYVN bought another 40,137,614 shares from <strong>Tencent Holdings</strong> (OTCPK:TCEHY) to acquire a total position of ~7%.</p><p>NIO ended Q1 with a cash balance of $5.5 billion, though the company does have ~$2.8 billion in debt to offset some of the cash balance. The agreement was more about a partner for international markets. The parties agreed to cooperate to jointly pursue opportunities in NIO&#39;s international business.</p><p>Based on the Q1 adjusted net loss of nearly $600 million and a similar loss in Q2, NIO probably saw the cash balance generally flat during Q2. The CYVN investment of $740 million should generally match the quarterly cash burn rate, leaving NIO in a strong cash balance position.</p><p>A big key to the 2H investment story is the ability of NIO to return the gross margin level back to 10% to 15% and shoot for a 20% gross margin. The company is forecasting a path to cutting the quarterly cash burn levels to where additional cash wasn&#39;t needed.</p><p>On the $3 billion sales target for Q4&#39;23, NIO would produce $450 million in gross profit after virtually nothing in Q1. The much smaller losses going forward reduce the need for more cash.</p><p>The stock bounced off a higher low around $8 following the equity investment. NIO appears headed in the right direction following the release of new models and the big investment. Besides, the Abu Dhabi government wouldn&#39;t invest over $1 billion in a Chinese EV automaker without some plans to push forward international operations and some knowledge that orders are progressing towards targets of over 20K per month in vehicle deliveries.</p><h2>Takeaway</h2><p>The key investor takeaway is that NIO stock is finally trading in a bullish manner after a tough couple of years since the stock topped above $60 in early 2021. The Chinese EV company appears poised for record monthly and quarterly deliveries based on the launch of new models, including the new ES6, ET5 Touring, and new ES8. The large equity investment is another sign of the sentiment change in NIO.</p><p>Investors should continue using NIO Inc. stock trading at all-time lows as an opportunity to invest in a promising Chinese EV automaker.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: This Bounce Has Juice</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: This Bounce Has Juice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-04 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4615020-nio-this-bounce-has-juice><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO Inc. reported a rebound in June vehicle delivery sales after a couple of weak months.The Chinese EV automaker forecasts a big rebound in 2H vehicle deliveries, leading to much higher gross ...</p>\n\n<a href=\"https://seekingalpha.com/article/4615020-nio-this-bounce-has-juice\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4615020-nio-this-bounce-has-juice","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2348402542","content_text":"SummaryNIO Inc. reported a rebound in June vehicle delivery sales after a couple of weak months.The Chinese EV automaker forecasts a big rebound in 2H vehicle deliveries, leading to much higher gross margins.The company just obtained a $740 million cash infusion in a bullish sign of the current march towards record vehicle deliveries.After a big foreign investment, NIO Inc. finally has some life back in the business and the stock. The Chinese electric vehicle (\"EV\") manufacturer ended Q2 on a positive note and appears poised for record deliveries in Q3. My investment thesis remains ultra Bullish on the stock, with a rally finally in sight.FinvizJune ReboundNIO reported June deliveries of 10,707 EVs for a big rebound from April/May. The key to the investment story is further momentum into July on the launch of a couple of additional vehicles during June.CnEVPostAfter the June rebound, NIO has clear sights to record July and Q3 sales. The Chinese EV company has spent the last couple of years trying to capture consistent growth without much success.As CnEVPost highlights, NIO needs to deliver 32,000 vehicles per month in the 2H to double sales in 2023 from the 122,486 units delivered last year. At the BoA 2023 Asia Conference, management reportedly made the following financial targets for the 2H:20K average monthly vehicle deliveriesQ3 gross margin - 10%Q4 gross margin - 15%Going back to the monthly deliveries, NIO has struggled to deliver much more than 10K vehicles in any particular month. Outside of the last 2 months of 2022, the Chinese EV company has failed to even reach 14K monthly vehicle deliveries, so any month above 2OK, much less multiple months, would be momentous.The major problem with the current vehicle delivery targets is that NIO would only deliver 120K units in the 2H after delivering just 55K in the 1H. The vehicle delivery total of 175K would definitely set a new annual delivery record, but NIO would end up far short of the target to double sales to ~250K for the year, questioning whether the company will even meet this new target.The delivery targets aren't out of the question, considering Li Auto topped 32K deliveries in June, up 150% from only 11K last year.Cash Wasn't NeededA big part of the investment story in the last month was the investment by CYVN Holdings. Not only did the investment vehicle of the Abu Dhabi government invest nearly $740 million directly into acquiring 84,695,543 new shares at $8.72 per share, but also CYVN bought another 40,137,614 shares from Tencent Holdings (OTCPK:TCEHY) to acquire a total position of ~7%.NIO ended Q1 with a cash balance of $5.5 billion, though the company does have ~$2.8 billion in debt to offset some of the cash balance. The agreement was more about a partner for international markets. The parties agreed to cooperate to jointly pursue opportunities in NIO's international business.Based on the Q1 adjusted net loss of nearly $600 million and a similar loss in Q2, NIO probably saw the cash balance generally flat during Q2. The CYVN investment of $740 million should generally match the quarterly cash burn rate, leaving NIO in a strong cash balance position.A big key to the 2H investment story is the ability of NIO to return the gross margin level back to 10% to 15% and shoot for a 20% gross margin. The company is forecasting a path to cutting the quarterly cash burn levels to where additional cash wasn't needed.On the $3 billion sales target for Q4'23, NIO would produce $450 million in gross profit after virtually nothing in Q1. The much smaller losses going forward reduce the need for more cash.The stock bounced off a higher low around $8 following the equity investment. NIO appears headed in the right direction following the release of new models and the big investment. Besides, the Abu Dhabi government wouldn't invest over $1 billion in a Chinese EV automaker without some plans to push forward international operations and some knowledge that orders are progressing towards targets of over 20K per month in vehicle deliveries.TakeawayThe key investor takeaway is that NIO stock is finally trading in a bullish manner after a tough couple of years since the stock topped above $60 in early 2021. The Chinese EV company appears poised for record monthly and quarterly deliveries based on the launch of new models, including the new ES6, ET5 Touring, and new ES8. The large equity investment is another sign of the sentiment change in NIO.Investors should continue using NIO Inc. stock trading at all-time lows as an opportunity to invest in a promising Chinese EV automaker.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946064132,"gmtCreate":1680820377726,"gmtModify":1680820381476,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946064132","repostId":"9941021506","repostType":1,"repost":{"id":9941021506,"gmtCreate":1679885863507,"gmtModify":1679885981386,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1},"themes":[],"title":"Cathie Wood Buys $COIN, $SQ.  Sells $TSLA - Low Value ?","htmlText":"Summary sale / purchase by Ms Cathie Wood : Sold - 139,642 Tesla shares at $192.22 per share. Total sales proceeds - $26.84 Million. Bought - 268,928 Coinbase shares at $66.30 per share. Total purchase costs - $17.83 Million. Bought - 320,557 Block shares at $61.88 per share. Total purchase costs - $19.84 Million. Ark funds forked out additional $10.83 Million to complete above 2 purchases. A few things came to mind when I came across above news article.. The obvious question is “Why did Ms Cathie Wood sell <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> and used the proceeds to fund additional purchase of <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> and <a href=\"https://ttm.financial/S/SQ\">$Block(SQ)$</a> ? Before examining each reason under t","listText":"Summary sale / purchase by Ms Cathie Wood : Sold - 139,642 Tesla shares at $192.22 per share. Total sales proceeds - $26.84 Million. Bought - 268,928 Coinbase shares at $66.30 per share. Total purchase costs - $17.83 Million. Bought - 320,557 Block shares at $61.88 per share. Total purchase costs - $19.84 Million. Ark funds forked out additional $10.83 Million to complete above 2 purchases. A few things came to mind when I came across above news article.. The obvious question is “Why did Ms Cathie Wood sell <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> and used the proceeds to fund additional purchase of <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> and <a href=\"https://ttm.financial/S/SQ\">$Block(SQ)$</a> ? Before examining each reason under t","text":"Summary sale / purchase by Ms Cathie Wood : Sold - 139,642 Tesla shares at $192.22 per share. Total sales proceeds - $26.84 Million. Bought - 268,928 Coinbase shares at $66.30 per share. Total purchase costs - $17.83 Million. Bought - 320,557 Block shares at $61.88 per share. Total purchase costs - $19.84 Million. Ark funds forked out additional $10.83 Million to complete above 2 purchases. A few things came to mind when I came across above news article.. The obvious question is “Why did Ms Cathie Wood sell $Tesla Motors(TSLA)$ and used the proceeds to fund additional purchase of $Coinbase Global, Inc.(COIN)$ and $Block(SQ)$ ? Before examining each reason under t","images":[{"img":"https://community-static.tradeup.com/news/74c30e564a20f34206f271463825babc","width":"1162","height":"267"},{"img":"https://community-static.tradeup.com/news/6388262c0912af43ef1f1228baec6bd6","width":"1252","height":"211"},{"img":"https://community-static.tradeup.com/news/78dfaadadffee77d0f77196b1d4346fa","width":"1476","height":"267"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941021506","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946064390,"gmtCreate":1680820365110,"gmtModify":1680820369195,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946064390","repostId":"9941343169","repostType":1,"repost":{"id":9941343169,"gmtCreate":1680004602651,"gmtModify":1680004775798,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/61ed9b39c6cbcdce6372edc1c0b48a2d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[EVENTS] How will SPX close on Friday 31 March?","htmlText":"Click to vote. Can you predict how will&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> close on&nbsp;Friday 31 March? If you get the right answers, You may divide 1000 Tiger Coins with other Tigers. In addition, you have the chance of winning Tiger Gifts.Markets rallied in January due to a 15% chance that the central bank might pause and leave rates at a level of 4.5% to 4.75%. During mid-January, the average of 30 blue chips was up nearly 4% in 2023, particularly in heavily shorted stocks.But the market suffered a dismal February thanks to more signs that inflation pressures aren't cooling off as quickly as investors, consumers — and most likely the Federal Reserve — would like. In February, the S&amp;P 500 declined 2.6%.Markets around the world have p","listText":"Click to vote. Can you predict how will&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> close on&nbsp;Friday 31 March? If you get the right answers, You may divide 1000 Tiger Coins with other Tigers. In addition, you have the chance of winning Tiger Gifts.Markets rallied in January due to a 15% chance that the central bank might pause and leave rates at a level of 4.5% to 4.75%. During mid-January, the average of 30 blue chips was up nearly 4% in 2023, particularly in heavily shorted stocks.But the market suffered a dismal February thanks to more signs that inflation pressures aren't cooling off as quickly as investors, consumers — and most likely the Federal Reserve — would like. In February, the S&amp;P 500 declined 2.6%.Markets around the world have p","text":"Click to vote. Can you predict how will $S&P 500(.SPX)$ close on Friday 31 March? If you get the right answers, You may divide 1000 Tiger Coins with other Tigers. In addition, you have the chance of winning Tiger Gifts.Markets rallied in January due to a 15% chance that the central bank might pause and leave rates at a level of 4.5% to 4.75%. During mid-January, the average of 30 blue chips was up nearly 4% in 2023, particularly in heavily shorted stocks.But the market suffered a dismal February thanks to more signs that inflation pressures aren't cooling off as quickly as investors, consumers — and most likely the Federal Reserve — would like. In February, the S&P 500 declined 2.6%.Markets around the world have p","images":[{"img":"https://community-static.tradeup.com/news/fdef3bf8b7eca5e78a34fa1b8446e50b","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941343169","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2589,"gmtBegin":1680004839828,"gmtEnd":1680267650278,"type":1,"upper":1,"title":"How will SPX close on Friday 31 March?","choices":[{"id":9722,"sort":1,"name":"Green (over 2%)","userSize":88,"voted":false},{"id":9723,"sort":2,"name":"Flat (-2% to 2%)","userSize":154,"voted":false},{"id":9724,"sort":3,"name":"Red (below-2%)","userSize":46,"voted":false}]},"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946064986,"gmtCreate":1680820347146,"gmtModify":1680820350533,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946064986","repostId":"9941804328","repostType":1,"repost":{"id":9941804328,"gmtCreate":1680096945864,"gmtModify":1680098107593,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🎁Check Global Luxury Companies Q4 & FY 2022 Results, Mark Your Next Wishlist🔥","htmlText":"[Miser]Hi Tigers[Cool]Do you often consume luxury brand or goods?In this article, we collected the top 17 luxury goods companies Q422 or FY22 financial data, knowing that 12 of 17 companies see sales increased YoY and, most of the 17 companies see net profit increased YoY as well.The Bain &amp; Company Luxury Study had pointed in late 2022, that the overall global luxury goods industry is projected to achieve a market value of around $242.8 Billion in sales in 2022, up 21% from the previous year.Source from Web1. What does the increase of global luxury consumption mean?We all know luxury goods consumption belongs to non-essential consumer goods industry, which is a cyclical industry highly connects to economic situation, when the economy goes down, the willingness to consume luxury good wi","listText":"[Miser]Hi Tigers[Cool]Do you often consume luxury brand or goods?In this article, we collected the top 17 luxury goods companies Q422 or FY22 financial data, knowing that 12 of 17 companies see sales increased YoY and, most of the 17 companies see net profit increased YoY as well.The Bain &amp; Company Luxury Study had pointed in late 2022, that the overall global luxury goods industry is projected to achieve a market value of around $242.8 Billion in sales in 2022, up 21% from the previous year.Source from Web1. What does the increase of global luxury consumption mean?We all know luxury goods consumption belongs to non-essential consumer goods industry, which is a cyclical industry highly connects to economic situation, when the economy goes down, the willingness to consume luxury good wi","text":"[Miser]Hi Tigers[Cool]Do you often consume luxury brand or goods?In this article, we collected the top 17 luxury goods companies Q422 or FY22 financial data, knowing that 12 of 17 companies see sales increased YoY and, most of the 17 companies see net profit increased YoY as well.The Bain & Company Luxury Study had pointed in late 2022, that the overall global luxury goods industry is projected to achieve a market value of around $242.8 Billion in sales in 2022, up 21% from the previous year.Source from Web1. What does the increase of global luxury consumption mean?We all know luxury goods consumption belongs to non-essential consumer goods industry, which is a cyclical industry highly connects to economic situation, when the economy goes down, the willingness to consume luxury good wi","images":[{"img":"https://community-static.tradeup.com/news/6577250ba7d7e6f54afbd0488b19d075","width":"615","height":"340"},{"img":"https://community-static.tradeup.com/news/7425d8daf0dc0c089062abe0cfda2090","width":"1181","height":"639"},{"img":"https://community-static.tradeup.com/news/a07ead1e281a51a464e1adb367b21f34","width":"1398","height":"808"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941804328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941576882,"gmtCreate":1680497689346,"gmtModify":1680497692758,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941576882","repostId":"9941804328","repostType":1,"repost":{"id":9941804328,"gmtCreate":1680096945864,"gmtModify":1680098107593,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🎁Check Global Luxury Companies Q4 & FY 2022 Results, Mark Your Next Wishlist🔥","htmlText":"[Miser]Hi Tigers[Cool]Do you often consume luxury brand or goods?In this article, we collected the top 17 luxury goods companies Q422 or FY22 financial data, knowing that 12 of 17 companies see sales increased YoY and, most of the 17 companies see net profit increased YoY as well.The Bain &amp; Company Luxury Study had pointed in late 2022, that the overall global luxury goods industry is projected to achieve a market value of around $242.8 Billion in sales in 2022, up 21% from the previous year.Source from Web1. What does the increase of global luxury consumption mean?We all know luxury goods consumption belongs to non-essential consumer goods industry, which is a cyclical industry highly connects to economic situation, when the economy goes down, the willingness to consume luxury good wi","listText":"[Miser]Hi Tigers[Cool]Do you often consume luxury brand or goods?In this article, we collected the top 17 luxury goods companies Q422 or FY22 financial data, knowing that 12 of 17 companies see sales increased YoY and, most of the 17 companies see net profit increased YoY as well.The Bain &amp; Company Luxury Study had pointed in late 2022, that the overall global luxury goods industry is projected to achieve a market value of around $242.8 Billion in sales in 2022, up 21% from the previous year.Source from Web1. What does the increase of global luxury consumption mean?We all know luxury goods consumption belongs to non-essential consumer goods industry, which is a cyclical industry highly connects to economic situation, when the economy goes down, the willingness to consume luxury good wi","text":"[Miser]Hi Tigers[Cool]Do you often consume luxury brand or goods?In this article, we collected the top 17 luxury goods companies Q422 or FY22 financial data, knowing that 12 of 17 companies see sales increased YoY and, most of the 17 companies see net profit increased YoY as well.The Bain & Company Luxury Study had pointed in late 2022, that the overall global luxury goods industry is projected to achieve a market value of around $242.8 Billion in sales in 2022, up 21% from the previous year.Source from Web1. What does the increase of global luxury consumption mean?We all know luxury goods consumption belongs to non-essential consumer goods industry, which is a cyclical industry highly connects to economic situation, when the economy goes down, the willingness to consume luxury good wi","images":[{"img":"https://community-static.tradeup.com/news/6577250ba7d7e6f54afbd0488b19d075","width":"615","height":"340"},{"img":"https://community-static.tradeup.com/news/7425d8daf0dc0c089062abe0cfda2090","width":"1181","height":"639"},{"img":"https://community-static.tradeup.com/news/a07ead1e281a51a464e1adb367b21f34","width":"1398","height":"808"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941804328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941296799,"gmtCreate":1680258530011,"gmtModify":1680258533344,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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LIMITED(AP4.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AP4.SI\">$RIVERSTONE HOLDINGS LIMITED(AP4.SI)$&nbsp;</a>","text":"$RIVERSTONE HOLDINGS LIMITED(AP4.SI)$","images":[{"img":"https://community-static.tradeup.com/news/807ea1250cf37bd266e5c0392065c41d","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941296427","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9941296280,"gmtCreate":1680258470641,"gmtModify":1680258474284,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$&nbsp;</a>","listText":"<a 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Energy(CEI)$&nbsp;</a>","text":"$Camber Energy(CEI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955240351","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921120752,"gmtCreate":1671001495177,"gmtModify":1676538474153,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"both[Bless]&nbsp;","listText":"both[Bless]&nbsp;","text":"both[Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921120752","repostId":"2291710242","repostType":4,"repost":{"id":"2291710242","pubTimestamp":1670988940,"share":"https://www.laohu8.com/m/news/2291710242?lang=&edition=full","pubTime":"2022-12-14 11:35","market":"us","language":"en","title":"Google Vs. Meta: Which Stock To Buy For 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2291710242","media":"Seeking Alpha","summary":"SummaryGoogle and Meta have seen dramatic declines in their market caps in 2022.The downturn in the ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Google and Meta have seen dramatic declines in their market caps in 2022.</li><li>The downturn in the online advertising market likely affects Meta Platforms more than Google as the latter has its Cloud business to fall back on during a recession.</li><li>I am comparing Google and Meta regarding revenue growth prospects, free cash flow, diversification, risk and valuation.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1da243762d295c1ada8f811467af4fb\" tg-width=\"750\" tg-height=\"422\" width=\"100%\" height=\"auto\"/><span>JHVEPhoto</span></p><p>Both Alphabet (NASDAQ:GOOG) and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) have seen huge draw-downs in their valuations this year, chiefly because advertisers adopted a more cautious outlook in 2022 and cut back on spending. Inflation is weighing on sentiment in the digital advertising industry which has resulted in moderating top line growth and declining free cash flow for both companies. While both companies generate enormous amounts of revenues and free cash flow, I consider one stock to be the clear winner for 2023 and beyond!</p><h2>Google Vs. Meta: strength and weaknesses</h2><p>Google and Meta have both been affected by the down-turn in the advertising industry this year which has resulted in slowing top line growth, lower operating margins and pressure on free cash flow. Meta Platforms especially was hit hard by the advertiser pullback which is related to advertisers adjusting their ad budgets in a market defined by economic uncertainties and to Apple&#39;s iOS 14.5 changes in 2021. The iOS change profoundly impacts marketers to this day as Apple requires users to specifically consent to advertisers tracking their online activities. For advertisers this is a big problem and has led to less effective marketing campaigns and a lower return on ad-spend.</p><p>As a result, both Google and Meta have lost large amounts of value this year. Year to date, Google&#39;s stock price has declined 35% while Meta lost almost about twice as much, 66%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06ac0a068bf678f1d040b59bfae74e1c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The near term outlook, I believe, favors Google more than it does Meta since the social media company is totally dependent on advertising: the ad business accounted for 98.3% of Meta&#39;s revenues in the third-quarter and Meta projected only $30.0B and $32.5B in revenues for Q4&#39;22, implying a top line contraction of 11% year over year decline. Google&#39;s advertising platforms, for comparison, had a 78.9% revenue share in Q3&#39;22, so they still dominate Google&#39;s revenue mix. However, the online search giant is much less exposed to the digital advertising down-turn than Meta due to the presence of the Cloud business. Cloud is Google&#39;s growth engine and the segment is not only growing revenues rapidly but also gaining market share.</p><h2>Free cash flow</h2><p>Both Google and Meta generate an enormous amount of free cash flow, which is the result of their quasi-monopolies. Google has a market share in Search of approximately 92%, according to Statcounter, while Meta&#39;s apps have close to 2.0B daily active users. Both companies give advertisers unrivaled reach in their respective domains which is key to the generation of material free cash flow.</p><p>Google generated $62.5B in free cash flow in the last twelve months compared to Meta&#39;s $25.7B. While the advertising down-turn affected both companies&#39; businesses negatively in FY 2022, Meta was additionally hurt by its aggressive investments in the metaverse which led to a collapse in free cash flow (margins) in the third-quarter. Google&#39;s free cash flow margins also declined, but remained above 20</p><p>Meta&#39;s free cash flow dropped 98% in Q3&#39;22 due to ramped up capital spending which may or may not result in a metaverse-related revenue stream going forward. In any case, not only is Google&#39;s free cash flow less dependent on the digital advertising industry than Meta&#39;s, but Google&#39;s free cash flow in the last twelve months was larger by a factor of 2.4 X. For those reasons, Google has a lot more firepower to execute on stock buybacks during a recession than Meta. I continue to believe that Google could announce a $100B stock buyback next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77ec65d6670c86372f4ec935cc2fac2d\" tg-width=\"916\" tg-height=\"622\" width=\"100%\" height=\"auto\"/><span>Source: Author</span></p><h2>Downward pressure on ARPU and free cash flow</h2><p>Because of Meta&#39;s reliance on advertising, the firm&#39;s revenue stream is significantly more exposed to volatility than Google&#39;s, which I believe serves to make Google a more compelling investment for investors. A downturn in advertising could disproportionally impact Meta&#39;s average revenue per user/ARPU which is already seeing material downward pressure. Meta&#39;s average revenue per user in North America (the firm&#39;s most important advertising market) declined 19% since the end of FY 2021 to $49.13 in Q3&#39;22 and I can see Meta&#39;s ARPU continue to fall in FY 2023, especially if advertisers move ad dollars over to rival social media platforms like TikTok. Due to Meta&#39;s reliance on digital advertising and the aging profile of its social media network, I believe the company could see a 10-15% decline in ARPU/free cash flow in FY 2023 if monetization, as measured by ARPU, continues to suffer.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45ca4da32b8da7cbc36b8a8dfa0fee49\" tg-width=\"445\" tg-height=\"324\" width=\"100%\" height=\"auto\"/><span>Source: Meta Platforms ARPU</span></p><p>What could add to Meta&#39;s challenges is the rising popularity of TikTok which is appealing to a younger demographic. Social media networks gain and lose in popularity over time and TikTok is clearly ascending. TikTok&#39;s revenues are soaring:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d745cb754e576283aa0fe64e5892d16a\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"/><span>Source: Business Of Apps</span></p><p>A decline in Meta&#39;s user base, partially because rivals like TikTok pull users way from mature social media platforms, could result in a weaker appeal of Meta as an advertising platform. Google, as a search-based company, doesn&#39;t have this problem which is why I see Google&#39;s free cash flows as fundamentally more secure than Meta&#39;s.</p><h2>Valuation comparison: Google Vs. Meta</h2><p>Because Google has its Cloud operations to fall back on if the state of the digital advertising industry continues to deteriorate, the market generally has more positive growth expectations for Google than for Meta. Google&#39;s Cloud segment generated 37.6% year over year top line growth in Q3&#39;22. On the other hand, Meta&#39;s revenues declined 4.5% in Q3&#39;22 and expectations indicate that the social media has a lot more revenue and free cash flow risk than Google.</p><p>Google is expected to generate $309.7B in revenues next year while Meta is expected to see a total top line of $122.7B, implying growth rates of 9% and 6%. Both companies are seeing slowing top line growth, but, as I pointed out above, Google has a materially stronger revenue and free cash flow position than Meta.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/758ec9031aaab350f6f235095e796ebb\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Due to Meta&#39;s full and unmitigated exposure to the advertising market, the stock sells at lower earnings and free cash flow multiples than Google, so Meta&#39;s higher risks are reflected in the valuation. Considering that Google generates much more free cash flow (with less risk) than Meta, I believe Google still offers the better value here, despite a higher FCF multiplier factor (19.9 X for Google vs. 11.9 X for Meta).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5553ee2d40232da9777789cea58aab3\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><h2>Meta has higher earnings risk than GOOG</h2><p>A 10-15% downturn in Meta&#39;s ARPU/free cash flow could further weigh on Meta&#39;s valuation which is why I recently made the case for buying Meta aggressively at prices of $66-73. For Google, I expect single digit free cash flow growth in FY 2023 as the search giant&#39;s diversification stabilizes its free cash flow profile.</p><p>The expected earnings trend for Meta is highly negative with analysts projecting two years of EPS declines, but only one year of declining EPS for Google. The percentage declines for FY 2022 are also much more moderate for Google, too. Google is expected to see an EPS drop of only 15% in FY 2022 compared to Meta&#39;s 34% EPS decline in FY 2022.</p><h2>Risks with Google and Meta</h2><p>Both companies have sizable advertising segments, but Google presents investors, at least to some extent, with an offset provided by its Cloud business. Meta&#39;s revenues are overwhelmingly dependent on the advertising market, so the social media company, I believe, has a lot more short-term revenue and free cash flow unpredictability than Google. Meta&#39;s revenues are also subject to potentially steep short-term drawdowns as advertisers can, at the button of a mouse click, suspend advertising spending until they have a clearer view of economic conditions.</p><h2>Final thoughts</h2><p>Meta&#39;s business has more exposure to the advertising market than Google which means Meta&#39;s revenues and free cash flow are likely going to be more volatile and unpredictable in 2023 than Google&#39;s revenues and free cash flow. Google offers better diversification due to the presence of its fast-expanding Cloud business and the search giant generates materially higher free cash flow relative to Meta (meaning Google has less down-side risk).</p><p>Considering the downward trajectory of the economy, high inflation and growing macro uncertainty, I am heading into 2023 with a desire to prioritize safety and stability... which I believe Google provides. In a direct comparison to Meta, I believe Google wins regarding revenue growth prospects, FCF stability, FCF margins, stock buyback potential and risk.</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>Google Vs. Meta: Which Stock To Buy For 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\">\nGoogle Vs. Meta: Which Stock To Buy For 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564139-google-meta-stock-to-buy-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGoogle and Meta have seen dramatic declines in their market caps in 2022.The downturn in the online advertising market likely affects Meta Platforms more than Google as the latter has its Cloud...</p>\n\n<a href=\"https://seekingalpha.com/article/4564139-google-meta-stock-to-buy-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","GOOGL":"谷歌A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","META":"Meta Platforms","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU1548497426.USD":"安联环球人工智能AT Acc","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4077":"互动媒体与服务","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4573":"虚拟现实","LU0557290698.USD":"施罗德环球可持续增长基金","BK4561":"索罗斯持仓","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4581":"高盛持仓","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","GOOG":"谷歌","LU0061474960.USD":"天利环球焦点基金AU Acc","SGXZ81514606.USD":"大华环球创新基金A Acc USD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109392836.USD":"富兰克林科技股A","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://seekingalpha.com/article/4564139-google-meta-stock-to-buy-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291710242","content_text":"SummaryGoogle and Meta have seen dramatic declines in their market caps in 2022.The downturn in the online advertising market likely affects Meta Platforms more than Google as the latter has its Cloud business to fall back on during a recession.I am comparing Google and Meta regarding revenue growth prospects, free cash flow, diversification, risk and valuation.JHVEPhotoBoth Alphabet (NASDAQ:GOOG) and Meta Platforms (META) have seen huge draw-downs in their valuations this year, chiefly because advertisers adopted a more cautious outlook in 2022 and cut back on spending. Inflation is weighing on sentiment in the digital advertising industry which has resulted in moderating top line growth and declining free cash flow for both companies. While both companies generate enormous amounts of revenues and free cash flow, I consider one stock to be the clear winner for 2023 and beyond!Google Vs. Meta: strength and weaknessesGoogle and Meta have both been affected by the down-turn in the advertising industry this year which has resulted in slowing top line growth, lower operating margins and pressure on free cash flow. Meta Platforms especially was hit hard by the advertiser pullback which is related to advertisers adjusting their ad budgets in a market defined by economic uncertainties and to Apple's iOS 14.5 changes in 2021. The iOS change profoundly impacts marketers to this day as Apple requires users to specifically consent to advertisers tracking their online activities. For advertisers this is a big problem and has led to less effective marketing campaigns and a lower return on ad-spend.As a result, both Google and Meta have lost large amounts of value this year. Year to date, Google's stock price has declined 35% while Meta lost almost about twice as much, 66%.Data by YChartsThe near term outlook, I believe, favors Google more than it does Meta since the social media company is totally dependent on advertising: the ad business accounted for 98.3% of Meta's revenues in the third-quarter and Meta projected only $30.0B and $32.5B in revenues for Q4'22, implying a top line contraction of 11% year over year decline. Google's advertising platforms, for comparison, had a 78.9% revenue share in Q3'22, so they still dominate Google's revenue mix. However, the online search giant is much less exposed to the digital advertising down-turn than Meta due to the presence of the Cloud business. Cloud is Google's growth engine and the segment is not only growing revenues rapidly but also gaining market share.Free cash flowBoth Google and Meta generate an enormous amount of free cash flow, which is the result of their quasi-monopolies. Google has a market share in Search of approximately 92%, according to Statcounter, while Meta's apps have close to 2.0B daily active users. Both companies give advertisers unrivaled reach in their respective domains which is key to the generation of material free cash flow.Google generated $62.5B in free cash flow in the last twelve months compared to Meta's $25.7B. While the advertising down-turn affected both companies' businesses negatively in FY 2022, Meta was additionally hurt by its aggressive investments in the metaverse which led to a collapse in free cash flow (margins) in the third-quarter. Google's free cash flow margins also declined, but remained above 20Meta's free cash flow dropped 98% in Q3'22 due to ramped up capital spending which may or may not result in a metaverse-related revenue stream going forward. In any case, not only is Google's free cash flow less dependent on the digital advertising industry than Meta's, but Google's free cash flow in the last twelve months was larger by a factor of 2.4 X. For those reasons, Google has a lot more firepower to execute on stock buybacks during a recession than Meta. I continue to believe that Google could announce a $100B stock buyback next year.Source: AuthorDownward pressure on ARPU and free cash flowBecause of Meta's reliance on advertising, the firm's revenue stream is significantly more exposed to volatility than Google's, which I believe serves to make Google a more compelling investment for investors. A downturn in advertising could disproportionally impact Meta's average revenue per user/ARPU which is already seeing material downward pressure. Meta's average revenue per user in North America (the firm's most important advertising market) declined 19% since the end of FY 2021 to $49.13 in Q3'22 and I can see Meta's ARPU continue to fall in FY 2023, especially if advertisers move ad dollars over to rival social media platforms like TikTok. Due to Meta's reliance on digital advertising and the aging profile of its social media network, I believe the company could see a 10-15% decline in ARPU/free cash flow in FY 2023 if monetization, as measured by ARPU, continues to suffer.Source: Meta Platforms ARPUWhat could add to Meta's challenges is the rising popularity of TikTok which is appealing to a younger demographic. Social media networks gain and lose in popularity over time and TikTok is clearly ascending. TikTok's revenues are soaring:Source: Business Of AppsA decline in Meta's user base, partially because rivals like TikTok pull users way from mature social media platforms, could result in a weaker appeal of Meta as an advertising platform. Google, as a search-based company, doesn't have this problem which is why I see Google's free cash flows as fundamentally more secure than Meta's.Valuation comparison: Google Vs. MetaBecause Google has its Cloud operations to fall back on if the state of the digital advertising industry continues to deteriorate, the market generally has more positive growth expectations for Google than for Meta. Google's Cloud segment generated 37.6% year over year top line growth in Q3'22. On the other hand, Meta's revenues declined 4.5% in Q3'22 and expectations indicate that the social media has a lot more revenue and free cash flow risk than Google.Google is expected to generate $309.7B in revenues next year while Meta is expected to see a total top line of $122.7B, implying growth rates of 9% and 6%. Both companies are seeing slowing top line growth, but, as I pointed out above, Google has a materially stronger revenue and free cash flow position than Meta.Data by YChartsDue to Meta's full and unmitigated exposure to the advertising market, the stock sells at lower earnings and free cash flow multiples than Google, so Meta's higher risks are reflected in the valuation. Considering that Google generates much more free cash flow (with less risk) than Meta, I believe Google still offers the better value here, despite a higher FCF multiplier factor (19.9 X for Google vs. 11.9 X for Meta).Data by YChartsMeta has higher earnings risk than GOOGA 10-15% downturn in Meta's ARPU/free cash flow could further weigh on Meta's valuation which is why I recently made the case for buying Meta aggressively at prices of $66-73. For Google, I expect single digit free cash flow growth in FY 2023 as the search giant's diversification stabilizes its free cash flow profile.The expected earnings trend for Meta is highly negative with analysts projecting two years of EPS declines, but only one year of declining EPS for Google. The percentage declines for FY 2022 are also much more moderate for Google, too. Google is expected to see an EPS drop of only 15% in FY 2022 compared to Meta's 34% EPS decline in FY 2022.Risks with Google and MetaBoth companies have sizable advertising segments, but Google presents investors, at least to some extent, with an offset provided by its Cloud business. Meta's revenues are overwhelmingly dependent on the advertising market, so the social media company, I believe, has a lot more short-term revenue and free cash flow unpredictability than Google. Meta's revenues are also subject to potentially steep short-term drawdowns as advertisers can, at the button of a mouse click, suspend advertising spending until they have a clearer view of economic conditions.Final thoughtsMeta's business has more exposure to the advertising market than Google which means Meta's revenues and free cash flow are likely going to be more volatile and unpredictable in 2023 than Google's revenues and free cash flow. Google offers better diversification due to the presence of its fast-expanding Cloud business and the search giant generates materially higher free cash flow relative to Meta (meaning Google has less down-side risk).Considering the downward trajectory of the economy, high inflation and growing macro uncertainty, I am heading into 2023 with a desire to prioritize safety and stability... which I believe Google provides. In a direct comparison to Meta, I believe Google wins regarding revenue growth prospects, FCF stability, FCF margins, stock buyback potential and risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962619531,"gmtCreate":1669768383423,"gmtModify":1676538238517,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"buy","listText":"buy","text":"buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962619531","repostId":"2287574920","repostType":4,"repost":{"id":"2287574920","pubTimestamp":1669731736,"share":"https://www.laohu8.com/m/news/2287574920?lang=&edition=full","pubTime":"2022-11-29 22:22","market":"us","language":"en","title":"Microsoft Stock: Buy, Sell, or Hold in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2287574920","media":"Motley Fool","summary":"The company is quickly expanding in multiple markets and has some promising developments planned for 2023.","content":"<html><head></head><body><p>Many investors will be happy to see 2022 end. It&#39;s been a year of decline in the stock market as many industries have suffered from lower consumer spending wth inflation rising in equal measure.</p><p><b>Microsoft</b> (MSFT -2.31%) has felt the effects of the stock market sell-off, with shares falling 28% year to date. However, the dip has only made the company&#39;s stock more attractive, with several promising developments planned for next year.</p><p>Here&#39;s why Microsoft shares could make an excellent buy in 2023.</p><h2>Expansion in lucrative markets</h2><p>As Microsoft has expanded over the years, it has strategically positioned itself as the backbone of hundreds of thousands of businesses worldwide. Its Windows operating system held a 70.68% market share as of August 2022, a majority share for at least the last decade.</p><p>Its Windows dominance helped Microsoft grow other aspects of its business, including its strong position as a leader in enterprise resource planning (ERP) platforms with Microsoft&#39;s Dynamics 365. The subscription-based product line includes applications for all aspects of running a business, such as marketing, sales, human resources, supply chain management, and more.</p><p>According to Grand View Research, the ERP software market will see compound annual growth of 10.7% until at least 2030, and Microsoft is well positioned to cash in.</p><p>Microsoft is also powering businesses&#39; online presence and thousands of other websites with its quickly growing cloud computing platform Azure. In the first quarter of 2023, the company&#39;s revenue grew by 11% to $50.1 billion, with operating income rising 6% to $21.5 billion. The growth was primarily thanks to the Intelligent Cloud segment, with Azure earnings showing year-over-year revenue growth of 20% to $20.3 billion.</p><p>Microsoft was responsible for a 21% market share in cloud computing, second only to <b>Amazon</b> Web Services&#39; 34% as of the third quarter of 2022. Macroeconomic declines hit Amazon particularly hard in 2022, bringing its free cash flow to a negative $4.97 billion compared to Microsoft&#39;s $63.33 billion as of Sept. 30. As a result, Microsoft is far better equipped to heavily invest in Azure and steal market share from Amazon in 2023.</p><h2>What&#39;s in store for Microsoft in 2023?</h2><p>In line with its expansion goals, Microsoft has some promising developments set for 2023.</p><p>Its video game brand Xbox has swiftly grown over the years, making it the No. 4 games company by revenue after <b>Tencent</b>, <b>Sony</b>, and <b>Apple</b>. And the company&#39;s planned acquisition of game developer <b>Activision Blizzard</b> for $68.7 billion would make raise it to No. 3.</p><p>The deal has been undergoing regulatory scrutiny over the last few months, with Activision CEO Bobby Kotick saying on Nov. 8 that he believes the acquisition will be complete by the end of Microsoft&#39;s fiscal 2023 in June. The company&#39;s purchase of Activision is promising, considering it is home to one of the world&#39;s most profitable game franchises, <i>Call of Duty</i>. With Activision&#39;s attractive game library, Microsoft could have the tools to attract significantly more players to its consoles and game subscription service, Xbox Game Pass.</p><p>In 2021, Microsoft entered the digital advertising market by acquiring Xandr. The company has since partnered with <b>Netflix</b> to exclusively run the ads on the streaming company&#39;s newly launched ad-supported tier. With the online video advertising market expected to nearly double from $190 billion in 2022 to $362 billion in 2027, according to research website Omdia, Microsoft could become a major player in the industry next year.</p><p>And CEO Satya Nadella said on Nov. 16 that Microsoft plans to expand its cloud computing business by investing in at least 11 additional regions worldwide. Nadella said the company is incredibly &#34;bullish about what&#39;s happening in Asia,&#34; calling it a massive growth market.</p><p>Microsoft&#39;s cash in the bank, expanding business, and exciting plans for next year make its stock look like an excellent buy in 2023.</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>Microsoft Stock: Buy, Sell, or Hold 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\">\nMicrosoft Stock: Buy, Sell, or Hold in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-29 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/29/microsoft-stock-buy-sell-or-hold-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many investors will be happy to see 2022 end. It's been a year of decline in the stock market as many industries have suffered from lower consumer spending wth inflation rising in equal measure....</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/29/microsoft-stock-buy-sell-or-hold-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/11/29/microsoft-stock-buy-sell-or-hold-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287574920","content_text":"Many investors will be happy to see 2022 end. It's been a year of decline in the stock market as many industries have suffered from lower consumer spending wth inflation rising in equal measure.Microsoft (MSFT -2.31%) has felt the effects of the stock market sell-off, with shares falling 28% year to date. However, the dip has only made the company's stock more attractive, with several promising developments planned for next year.Here's why Microsoft shares could make an excellent buy in 2023.Expansion in lucrative marketsAs Microsoft has expanded over the years, it has strategically positioned itself as the backbone of hundreds of thousands of businesses worldwide. Its Windows operating system held a 70.68% market share as of August 2022, a majority share for at least the last decade.Its Windows dominance helped Microsoft grow other aspects of its business, including its strong position as a leader in enterprise resource planning (ERP) platforms with Microsoft's Dynamics 365. The subscription-based product line includes applications for all aspects of running a business, such as marketing, sales, human resources, supply chain management, and more.According to Grand View Research, the ERP software market will see compound annual growth of 10.7% until at least 2030, and Microsoft is well positioned to cash in.Microsoft is also powering businesses' online presence and thousands of other websites with its quickly growing cloud computing platform Azure. In the first quarter of 2023, the company's revenue grew by 11% to $50.1 billion, with operating income rising 6% to $21.5 billion. The growth was primarily thanks to the Intelligent Cloud segment, with Azure earnings showing year-over-year revenue growth of 20% to $20.3 billion.Microsoft was responsible for a 21% market share in cloud computing, second only to Amazon Web Services' 34% as of the third quarter of 2022. Macroeconomic declines hit Amazon particularly hard in 2022, bringing its free cash flow to a negative $4.97 billion compared to Microsoft's $63.33 billion as of Sept. 30. As a result, Microsoft is far better equipped to heavily invest in Azure and steal market share from Amazon in 2023.What's in store for Microsoft in 2023?In line with its expansion goals, Microsoft has some promising developments set for 2023.Its video game brand Xbox has swiftly grown over the years, making it the No. 4 games company by revenue after Tencent, Sony, and Apple. And the company's planned acquisition of game developer Activision Blizzard for $68.7 billion would make raise it to No. 3.The deal has been undergoing regulatory scrutiny over the last few months, with Activision CEO Bobby Kotick saying on Nov. 8 that he believes the acquisition will be complete by the end of Microsoft's fiscal 2023 in June. The company's purchase of Activision is promising, considering it is home to one of the world's most profitable game franchises, Call of Duty. With Activision's attractive game library, Microsoft could have the tools to attract significantly more players to its consoles and game subscription service, Xbox Game Pass.In 2021, Microsoft entered the digital advertising market by acquiring Xandr. The company has since partnered with Netflix to exclusively run the ads on the streaming company's newly launched ad-supported tier. With the online video advertising market expected to nearly double from $190 billion in 2022 to $362 billion in 2027, according to research website Omdia, Microsoft could become a major player in the industry next year.And CEO Satya Nadella said on Nov. 16 that Microsoft plans to expand its cloud computing business by investing in at least 11 additional regions worldwide. Nadella said the company is incredibly \"bullish about what's happening in Asia,\" calling it a massive growth market.Microsoft's cash in the bank, expanding business, and exciting plans for next year make its stock look like an excellent buy in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968466100,"gmtCreate":1669296212600,"gmtModify":1676538180086,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9968466100","repostId":"2285840582","repostType":4,"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960546966,"gmtCreate":1668215460655,"gmtModify":1676538029352,"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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