BerryNat personal page - To The Moon

BerryNat

BerryNat

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03-21

$56

2023-12-14

$Mapletree Log Tr(M44U.SI)$ jia you.

2023-12-14

$SINGAPORE AIRLINES LTD(C6L.SI)$ thank you SQ

2023-09-14

$Arm Holdings(ARM)$ yes, bid lined up!

2023-05-16

Ah so up or down today?

SIA's Group Wide Load Factor at 88.3% in April, 15.6 Percentage Points Higher Y-O-Y

2023-03-20

$Credit Suisse Group AG(CS)$ whoa scary drop. Hope everyone here is okay.

2023-03-20

$SINGAPORE AIRLINES LTD(C6L.SI)$ wah drop drop drop.

2023-03-17

Sounds good.

3 No-Brainer Stocks I'd Buy Right Now Without Hesitation

2023-03-05

Fingers crossed still.

NIO: Still Bullish Over The Long Term After Earnings

2023-03-04

Huh drop somemore?

Why The Market Could Drop By Another 20%-25%

2023-02-23

Hahaha!

Microsoft Bing AI Ends Chat When Prompted About Feelings

2023-02-23

I scared haha.

2 Stocks Down More Than 50% to Buy Right Now

2023-02-23

$SINGAPORE AIRLINES LTD(C6L.SI)$ why is it dropping if sales is better ah?

2023-02-22

60%?!

Nvidia: Q4 Earnings Expected To Fall 60%

2023-02-19

Terra?! Is that Chatbot stuck in 2020?

I Asked ChatGPT for 10 Cryptos to Buy. Here’s What It Recommended

2023-02-12

Lol that explains why price dropped.

Google Cautions Against "Hallucinating" Chatbots

2023-02-05

Don't make ppl sad leh haha..

Sea Limited: Adding Here May Burn - Let The Rally Fade

2023-02-03

Aiyo dropping again.

NIO Releases Official Incentive Package After Wide Discussion Over Reported Big Discounts

2023-02-03

Ouch if it drops to 40.

Sea Limited: At Risk Of Becoming Overvalued As Short-Squeeze Grows

2023-01-28

Scary..

EV Maker Lucid Surges 43% on Report Saudi PIF to Buy Remaining Stake

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$ </a> jia you.","listText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$ </a> jia you.","text":"$Mapletree Log Tr(M44U.SI)$ jia you.","images":[{"img":"https://community-static.tradeup.com/news/c8170ead73d5951e1098e6c3a723a117","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252028488884512","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":252028660826352,"gmtCreate":1702564150724,"gmtModify":1702564153619,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$ </a> thank you SQ","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$ </a> thank you SQ","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ thank you SQ","images":[{"img":"https://community-static.tradeup.com/news/8ae8d01a731af780719baf73bd685ff5","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/252028660826352","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":219837715738752,"gmtCreate":1694701416959,"gmtModify":1694701419478,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARM\">$Arm Holdings(ARM)$ &nbsp;</a>yes, bid lined up!","listText":"<a href=\"https://ttm.financial/S/ARM\">$Arm Holdings(ARM)$ &nbsp;</a>yes, bid lined up!","text":"$Arm Holdings(ARM)$ yes, bid lined up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219837715738752","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970142244,"gmtCreate":1684209107289,"gmtModify":1684209110483,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ah so up or down today?","listText":"Ah so up or down today?","text":"Ah so up or down today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970142244","repostId":"2335025843","repostType":4,"repost":{"id":"2335025843","pubTimestamp":1684204367,"share":"https://www.laohu8.com/m/news/2335025843?lang=&edition=full","pubTime":"2023-05-16 10:32","market":"sg","language":"en","title":"SIA's Group Wide Load Factor at 88.3% in April, 15.6 Percentage Points Higher Y-O-Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2335025843","media":"The Edge Singapore","summary":"The airline will be releasing its FY2023 results after trading hours on May 16.","content":"<html><head></head><body><p> The airline will be releasing its FY2023 results after trading hours on May 16.</p><p>The Singapore Airlines (SIA) Group reported a group passenger load factor (PLF) of 88.3% for the month of April, 15.6 percentage points higher y-o-y. SIA’s PLF was 87.5% while budget carrier Scoot’s PLF was 90.8%.</p><p>As a group, SIA and Scoot carried a combined 2.7 million passengers in April, 85.5% higher y-o-y, with group passenger capacity up by 36.7% y-o-y.</p><p>Meanwhile, the group’s cargo load factor in April fell by 16.0 percentage points y-o-y to 50.7%. Cargo loads fell by 11.2% y-o-y to 389.6 million tonnes per km due to weaker demand. That said, the group’s capacity expanded by 16.8% as increased passenger services resulted in higher bellyhold capacity.</p><p>According to the group, passenger traffic and load factors were “strong” across all route regions in April due to the “robust leisure demand” during the Easter break. East Asia continued to see healthy growth in demand to China, Japan, South Korea, and Taiwan, the airline adds.</p><p>As at end-April, the group’s passenger network covered 112 destinations in 36 countries and territories. SIA served 74 destinations, while Scoot served 61 destinations. Scoot also resumed its services to Haikou, Ningbo, and Xi’an during the month. As at the same period, SIA Group’s cargo network comprised 118 destinations in 38 countries and territories.</p><p>The airline will be releasing its FY2023 results after trading hours on May 16.</p><p>Shares in SIA closed flat at $5.90 on May 15.</p></body></html>","source":"edge_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SIA's Group Wide Load Factor at 88.3% in April, 15.6 Percentage Points Higher Y-O-Y</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\">\nSIA's Group Wide Load Factor at 88.3% in April, 15.6 Percentage Points Higher Y-O-Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/news/aviation-engineering/sias-group-wide-load-factor-883-april-156-percentage-points-higher-y-o-y?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The airline will be releasing its FY2023 results after trading hours on May 16.The Singapore Airlines (SIA) Group reported a group passenger load factor (PLF) of 88.3% for the month of April, 15.6 ...</p>\n\n<a href=\"https://www.theedgesingapore.com/news/aviation-engineering/sias-group-wide-load-factor-883-april-156-percentage-points-higher-y-o-y?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.theedgesingapore.com/news/aviation-engineering/sias-group-wide-load-factor-883-april-156-percentage-points-higher-y-o-y?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335025843","content_text":"The airline will be releasing its FY2023 results after trading hours on May 16.The Singapore Airlines (SIA) Group reported a group passenger load factor (PLF) of 88.3% for the month of April, 15.6 percentage points higher y-o-y. SIA’s PLF was 87.5% while budget carrier Scoot’s PLF was 90.8%.As a group, SIA and Scoot carried a combined 2.7 million passengers in April, 85.5% higher y-o-y, with group passenger capacity up by 36.7% y-o-y.Meanwhile, the group’s cargo load factor in April fell by 16.0 percentage points y-o-y to 50.7%. Cargo loads fell by 11.2% y-o-y to 389.6 million tonnes per km due to weaker demand. That said, the group’s capacity expanded by 16.8% as increased passenger services resulted in higher bellyhold capacity.According to the group, passenger traffic and load factors were “strong” across all route regions in April due to the “robust leisure demand” during the Easter break. East Asia continued to see healthy growth in demand to China, Japan, South Korea, and Taiwan, the airline adds.As at end-April, the group’s passenger network covered 112 destinations in 36 countries and territories. SIA served 74 destinations, while Scoot served 61 destinations. Scoot also resumed its services to Haikou, Ningbo, and Xi’an during the month. As at the same period, SIA Group’s cargo network comprised 118 destinations in 38 countries and territories.The airline will be releasing its FY2023 results after trading hours on May 16.Shares in SIA closed flat at $5.90 on May 15.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943806378,"gmtCreate":1679321660395,"gmtModify":1679321663092,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CS\">$Credit Suisse Group AG(CS)$ &nbsp;</a>whoa scary drop. Hope everyone here is okay.","listText":"<a href=\"https://ttm.financial/S/CS\">$Credit Suisse Group AG(CS)$ &nbsp;</a>whoa scary drop. Hope everyone here is okay.","text":"$Credit Suisse Group AG(CS)$ whoa scary drop. Hope everyone here is okay.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9943806378","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943140542,"gmtCreate":1679309770586,"gmtModify":1679309773949,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a>wah drop drop drop.","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a>wah drop drop drop.","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ wah drop drop drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943140542","isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943918064,"gmtCreate":1679032807259,"gmtModify":1679032811882,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Sounds good.","listText":"Sounds good.","text":"Sounds good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943918064","repostId":"2319735528","repostType":4,"repost":{"id":"2319735528","pubTimestamp":1679032148,"share":"https://www.laohu8.com/m/news/2319735528?lang=&edition=full","pubTime":"2023-03-17 13:49","market":"us","language":"en","title":"3 No-Brainer Stocks I'd Buy Right Now Without Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=2319735528","media":"Motley Fool","summary":"These tech giants still deserve inventors' attention.","content":"<html><head></head><body><p>It&#39;s been a volatile time for investors in many industries, and the tech arena has been particularly wild lately. The tech-heavy <b>Nasdaq Composite</b> tumbled 11% over the past year, proving just how difficult it&#39;s been.</p><p>But despite the tough times, there are some great technology companies out there that I wouldn&#39;t hesitate putting some money toward right now. Here&#39;s why you may want to consider buying <b>Apple</b> (AAPL 0.26%), <b>Amazon</b> (AMZN 1.39%), and <b>Microsoft</b> (MSFT 1.78%)</p><h2>1. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p>Apple fared better than many tech stocks, with its share price down just 1% over the past year. That slide came after the company reported worse-than-expected results for its fiscal first quarter, which contained the all-important holiday season.</p><p>But long-term investors shouldn&#39;t write off Apple just yet. First, the company is still a leading player in the smartphone industry and generates a massive amount of profit from its position. For example, Apple accounted for 85% of global smartphone operating income in 2022.</p><p>But smartphones aren&#39;t the company&#39;s only strength. The tech titan could also soon enter a new device market with a mixed-reality headset (a combination of augmented reality and virtual reality). Apple has reportedly already shown its board of directors the device, indicating that it could potentially launch soon.</p><p>The latest estimates from Bloomberg put the number of shipped headset devices at about 1 million in the first year and for the headset to cost about $3,000. The timeline for release could come as early as Apple&#39;s Worldwide Developers Conference in June.</p><p>While sales will likely be slow at first given the high price tag, Apple has a history of its devices becoming blockbuster hits over the long term. And investors shouldn&#39;t underestimate the potential for the headset to eventually drive Apple&#39;s services revenue higher through in-app purchases and subscriptions.</p><p>For investors looking for a large company with an established track record of innovation, picking up some Apple shares could prove to be a great long-term move.</p><h2>2. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Microsoft is another no-brainer tech stock to buy because the company is a large player in some fast-growing markets, including cloud computing and artificial intelligence (AI).</p><p>While Amazon gets a lot of attention for its cloud dominance, Microsoft shouldn&#39;t be ignored here considering its Azure cloud services continue to nip at Amazon&#39;s heels. Azure&#39;s market share has more than doubled since 2015, and Microsoft&#39;s cloud services now account for 21% of the overall cloud infrastructure market, according to Synergy Research Group.</p><p>Sales from Microsoft&#39;s Azure and other cloud segment climbed 31% in the most recent quarter, and while that was a slower rate than in the recent past, there&#39;s still plenty of more room to grow. The public cloud market is estimated to increase from $525 billion this year to nearly $882 billion by 2027.</p><p>In addition to the cloud, Microsoft has a long-term opportunity in artificial intelligence. The company was an early investor in OpenAI -- the maker of the advanced language model ChatGPT -- and has recently begun integrating the technology into its Bing search engine and other software.</p><p>Microsoft is hoping the next wave of technology is focused on AI and thus far it appears the company is making the right bet. Since its announcement about integrating ChatGPT into its search engine, the Bing app had nearly as many downloads in just one week than it had all of last year. But Microsoft&#39;s AI integration goes far beyond putting the tool into Bing. Earlier this month, the company added the ability for developers to integrate ChatGPT into Azure as well, which could be a boon to its cloud services over the long term.</p><p>This matters because Microsoft is betting on the growing AI market, which IDC estimates will surpass $500 billion this year. The company&#39;s willingness to integrate AI across nearly all of its key software -- from Word to Bing to Azure -- is helping to give Microsoft an early lead in the AI race.</p><h2>3. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Despite Amazon&#39;s 36% share price slide over the past 12 months, there are a couple of really good reasons why investors should keep it on their buy list. The first is that the company remains the leading player in the massive cloud computing industry.</p><p>Amazon Web Services (AWS) commands 34% of the cloud computing market right now, outpacing Microsoft&#39;s 21% and Google&#39;s 11%. And that lead is important because the company makes the vast majority of its profits from its cloud segment.</p><p>For the full 2022 year, AWS sales rose 29% to $80.1 billion and operating income increased 23% to $22.8 billion. For comparison&#39;s sake, Amazon generated $316 billion in North American e-commerce revenue and had an operating <i>loss</i> of $2.8 billion over the same period.</p><p>In addition to Amazon&#39;s long-term prospects in cloud computing, the company is also expanding its presence in the fast-growing digital ad market as well. In 2022, Amazon&#39;s ad business generated $37.7 billion in sales, up about 21% from 2021.</p><p>The company now holds about a 10% share of the digital ad market -- behind <b>Meta</b> and Google -- but will capture about 13% by 2026. With the digital ad space expected to grow and Amazon taking a larger portion in the near future, some estimates put its ad business at $85 billion in annual sales just three years from now.</p><h2>Patience is a tech virtue</h2><p>The tech sector is still volatile right now and long-term investors will likely have to be patient to see investments in these companies pay off. But all of them are making significant moves in key sectors, which could set them up for success for years to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 No-Brainer Stocks I'd Buy Right Now Without Hesitation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 No-Brainer Stocks I'd Buy Right Now Without Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-17 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/16/3-no-brainer-stocks-id-buy-right-now-without-hesit/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a volatile time for investors in many industries, and the tech arena has been particularly wild lately. The tech-heavy Nasdaq Composite tumbled 11% over the past year, proving just how ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/16/3-no-brainer-stocks-id-buy-right-now-without-hesit/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/03/16/3-no-brainer-stocks-id-buy-right-now-without-hesit/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319735528","content_text":"It's been a volatile time for investors in many industries, and the tech arena has been particularly wild lately. The tech-heavy Nasdaq Composite tumbled 11% over the past year, proving just how difficult it's been.But despite the tough times, there are some great technology companies out there that I wouldn't hesitate putting some money toward right now. Here's why you may want to consider buying Apple (AAPL 0.26%), Amazon (AMZN 1.39%), and Microsoft (MSFT 1.78%)1. AppleApple fared better than many tech stocks, with its share price down just 1% over the past year. That slide came after the company reported worse-than-expected results for its fiscal first quarter, which contained the all-important holiday season.But long-term investors shouldn't write off Apple just yet. First, the company is still a leading player in the smartphone industry and generates a massive amount of profit from its position. For example, Apple accounted for 85% of global smartphone operating income in 2022.But smartphones aren't the company's only strength. The tech titan could also soon enter a new device market with a mixed-reality headset (a combination of augmented reality and virtual reality). Apple has reportedly already shown its board of directors the device, indicating that it could potentially launch soon.The latest estimates from Bloomberg put the number of shipped headset devices at about 1 million in the first year and for the headset to cost about $3,000. The timeline for release could come as early as Apple's Worldwide Developers Conference in June.While sales will likely be slow at first given the high price tag, Apple has a history of its devices becoming blockbuster hits over the long term. And investors shouldn't underestimate the potential for the headset to eventually drive Apple's services revenue higher through in-app purchases and subscriptions.For investors looking for a large company with an established track record of innovation, picking up some Apple shares could prove to be a great long-term move.2. MicrosoftMicrosoft is another no-brainer tech stock to buy because the company is a large player in some fast-growing markets, including cloud computing and artificial intelligence (AI).While Amazon gets a lot of attention for its cloud dominance, Microsoft shouldn't be ignored here considering its Azure cloud services continue to nip at Amazon's heels. Azure's market share has more than doubled since 2015, and Microsoft's cloud services now account for 21% of the overall cloud infrastructure market, according to Synergy Research Group.Sales from Microsoft's Azure and other cloud segment climbed 31% in the most recent quarter, and while that was a slower rate than in the recent past, there's still plenty of more room to grow. The public cloud market is estimated to increase from $525 billion this year to nearly $882 billion by 2027.In addition to the cloud, Microsoft has a long-term opportunity in artificial intelligence. The company was an early investor in OpenAI -- the maker of the advanced language model ChatGPT -- and has recently begun integrating the technology into its Bing search engine and other software.Microsoft is hoping the next wave of technology is focused on AI and thus far it appears the company is making the right bet. Since its announcement about integrating ChatGPT into its search engine, the Bing app had nearly as many downloads in just one week than it had all of last year. But Microsoft's AI integration goes far beyond putting the tool into Bing. Earlier this month, the company added the ability for developers to integrate ChatGPT into Azure as well, which could be a boon to its cloud services over the long term.This matters because Microsoft is betting on the growing AI market, which IDC estimates will surpass $500 billion this year. The company's willingness to integrate AI across nearly all of its key software -- from Word to Bing to Azure -- is helping to give Microsoft an early lead in the AI race.3. AmazonDespite Amazon's 36% share price slide over the past 12 months, there are a couple of really good reasons why investors should keep it on their buy list. The first is that the company remains the leading player in the massive cloud computing industry.Amazon Web Services (AWS) commands 34% of the cloud computing market right now, outpacing Microsoft's 21% and Google's 11%. And that lead is important because the company makes the vast majority of its profits from its cloud segment.For the full 2022 year, AWS sales rose 29% to $80.1 billion and operating income increased 23% to $22.8 billion. For comparison's sake, Amazon generated $316 billion in North American e-commerce revenue and had an operating loss of $2.8 billion over the same period.In addition to Amazon's long-term prospects in cloud computing, the company is also expanding its presence in the fast-growing digital ad market as well. In 2022, Amazon's ad business generated $37.7 billion in sales, up about 21% from 2021.The company now holds about a 10% share of the digital ad market -- behind Meta and Google -- but will capture about 13% by 2026. With the digital ad space expected to grow and Amazon taking a larger portion in the near future, some estimates put its ad business at $85 billion in annual sales just three years from now.Patience is a tech virtueThe tech sector is still volatile right now and long-term investors will likely have to be patient to see investments in these companies pay off. But all of them are making significant moves in key sectors, which could set them up for success for years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940591543,"gmtCreate":1678006393082,"gmtModify":1678006397638,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Fingers crossed still.","listText":"Fingers crossed still.","text":"Fingers crossed still.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940591543","repostId":"1165421317","repostType":4,"repost":{"id":"1165421317","pubTimestamp":1677983682,"share":"https://www.laohu8.com/m/news/1165421317?lang=&edition=full","pubTime":"2023-03-05 10:34","market":"sg","language":"en","title":"NIO: Still Bullish Over The Long Term After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1165421317","media":"Seeking Alpha","summary":"SummaryIt appears to me that concerns over margins are overstated - the company very clearly laid ou","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>It appears to me that concerns over margins are overstated - the company very clearly laid out why margin contracted and why it believes it&#39;s only temporary.</li><li>The decision to release a number of products over a relatively short period of time is having a negative impact in the short term, but over time, it should pay off.</li><li>The long-term strategy of management, in my view, is highly underrated.</li><li>Disciplined position sizing and dollar-cost averaging are the way to play NIO at this time.</li></ul><p>The latest earnings numbers from NIO Inc. (NYSE: NIO), resulted in the EV maker to fall further out of favor with investors and analysts, as contracting margins and lower-than-expected short-term sales expectations were underwhelming to many.</p><p>NIO has transitioned from a high-flying, volatile trading stock, to a company that has a long-term vision in place that will take time to fully mature. I think the market has yet to catch up with that reality and continues to overly focus on the short-term performance of the company, when it needs to look at the patient strategy the company has laid out and is working toward executing on.</p><p>In regard to concerns about shrinking margins, I think the market overresponded to that because management very clearly explained the reasoning behind it, and why it believes it&#39;ll significantly improve by the latter part of calendar 2023.</p><p>As for disappointment over short-term delivery guidance, that is primarily related to the company transitioning to new product lines that should ramp up in the second half of 2023, and if the company executes on its plan, the market should respond positively to the increase in production and deliveries.</p><p>In this article, we&#39;ll look at some of its recent numbers, what impacted margins, the safest way to take a position in NIO, and why I remain very positive on the company over the long haul.</p><p><img src=\"https://static.tigerbbs.com/652d0bf1803200c0ed34a6da327983c6\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TradingView</p><p><b>Some of the numbers</b></p><p>Revenue in the fourth quarter of 2022 was $2.33 billion, missing by $230.00 million, but up 62.2 percent year-over-year. Total revenue for the full year 2022 was $7.14 billion, up 36.3 percent year-over-year.</p><p>Vehicle sales were $2.14 billion in the reporting period, climbing 60.2 percent in comparison to the fourth quarter of 2021. Full year 2022 vehicle sales came in at $6.6 billion, a gain of 37.2 percent over the full year 2021.</p><p>Vehicles delivered in the fourth quarter of 2022 were 40,052, an increase of 60 percent year-over-year, and up 26.7 percent sequentially. For the full year 2022, NIO delivered 122,486 vehicles, up 34 percent from the full year 2021. Management guided for 31,000 to 33,000 vehicles to be delivered in the first quarter of 2023, representing a potential increase in the range of 20.3 percent to 28.1 percent.</p><p>Total revenue for the first quarter of 2023 is projected to come in at a range of $1.58 billion to $1.67 billion, representing an increase of 10.2 percent to 16.5 percent year-over-year.</p><p>By most standards, those would be considered great numbers for most companies, but because expectations have been so high, they were taken as a negative by many investors and analysts; I&#39;m not among them. Taking into consideration its growth strategy, I see them as being very favorable considering the transition to enhanced models at this time.</p><p>Gross profit in the fourth quarter was $90.1 million, down 63.4 percent year-over-year. Gross margin fell from 17.2 percent in the fourth quarter of 2021 to 3.9 percent in the fourth quarter of 2022.</p><p>Net loss in the reporting period was -$(847.7) million, or -$(0.51) per share.</p><p>At the end of calendar 2022, the company held Cash and cash equivalents, restricted cash, short-term investments, and long-term time deposits of $6.6 billion.</p><p><b>Vehicle margin</b></p><p>Vehicle margin was probably the most concerning and talked about concern from the fourth quarter earnings report, so it&#39;s worth looking a little deeper into the why of it. First, vehicle margin in the fourth quarter was 6.8 percent, down 16.4 percent sequentially, and down 20.9 percent from the fourth quarter of 2021.</p><p>The decline in vehicle margin was attributed to three things: &#34;the increased inventory provisions, accelerated depreciation on production facilities, and the losses on purchase commitments for the existing generation of ES8, ES6, and EC6.&#34;</p><p>The transition to new generation ES8, ES6, EC6&#39;s had a detrimental impact on vehicle margin in the fourth quarter of 2022. With the new generation models expected to start being delivered in the second quarter of 2023, it&#39;s apparent consumers are holding off on buying the previous generation of the models, resulting in a 6.7 impact on vehicle margin. Without that impact, vehicle margin would have been 13.5 percent.</p><p>With the temporary, unfavorable mix, a larger number of lower-margin ET5s were sold, also putting downward pressure on margins.</p><p>In the first quarter of 2023 management expects there to be continual pressure on vehicle gross margin, primarily from the transition to the new generation models that will be built on its new NT2.0 platform.</p><p>Another related factor having an impact on vehicle margin is the additional costs associated with modifying the tooling on its production line at its Factory 1. That should start to improve after the first quarter modifications are completed. NIO CEO William Li said he is confident that the company will be able to bring vehicle gross margin back to a range of 18 percent to 20 percent by the end of 2023.</p><p>The catalysts he sees bringing that about are, the delivery of new generation models that come with higher vehicle gross margins, an increase in overall product deliveries in the third quarter, and a reduction in costs associated with the drop in prices of raw materials. With product deliveries increasing, the company expects the amortization rate related to fixed costs to improve along with that.</p><p><b>It&#39;s a long-term game</b></p><p>I think many investors and analysts aren&#39;t factoring in the long-term strategy NIO management is engaged in and is instead focusing too much on the short-term results of the company. That isn&#39;t anything new, but in the case of NIO, I think the market isn&#39;t taking into account the fact the company is releasing a lot of models over a relatively short period of time.</p><p>What normally happens under those circumstances is, in the near term, a company will experience a slowdown in growth because it takes time for the new models to take hold. In other words, focusing on only a small number of models usually results in faster short-term growth in a growth sector, while introducing a wider range of models normally results in it taking longer for the portfolio to gain traction.</p><p>So in the short term, a company can experience some pain because of higher costs and a reduction in sales when the market waits for the new models to be released. That&#39;s where NIO is at this time, and why, in my opinion, it&#39;s going through a lot of the pain it&#39;s currently going through, and why it appears to be underperforming in a disproportionate way.</p><p>How I&#39;ve looked at the company for some time now is, it&#39;s laying a foundation for long-term growth, that once its production capacity increases, and it starts to deliver a strong portfolio of new models, it&#39;s going to take off in deliveries and sales, which could surprise the market at the pace it takes off once it has all the pieces in place. It appears that, by the end of 2023, the company should be close to running on all cylinders.</p><p><b>Conclusion</b></p><p>It wasn&#39;t surprising to see some analysts downgrade the stock after the latest earnings report, but that doesn&#39;t phase me at all when considering the very visible strategy the company has in place, and management&#39;s commitment to continue to execute on its plan.</p><p>With the short-term headwinds remaining in play, and uncertainty as to how the market will respond when the numbers come out for the first quarter of 2023, I see the safest way to play NIO for investors considering taking a position, is to dollar-cost average on a consistent basis, and be sure to be disciplined in position sizing.</p><p>Since the share price was recently near its 52-week low of $8.375, it represents an excellent entry point for those incorporating a dollar-cost average investment strategy. I think the stock could fall further if the first quarter numbers are worse than expected, but that&#39;s not a guarantee. For that reason, taking a position at these price levels make sense, and in fact, limits the upside risk for investors that have the potential to lower their cost basis over time if the stock does drop further.</p><p>The EV market is going to continue to grow, and I believe NIO is going to be a solid performer in the market over the long haul. It&#39;s positioning itself well to compete for different demographics at various price points, and once it launches its various products throughout 2023, especially in the second half, I think it&#39;s going to be on the way to fulfilling the potential it has.</p><p>Because I believe the company is in it for the long term and has a solid business plan, I consider it a set-it-and-forget-it holding that I no longer watch on a daily basis like I did in the past when the volatility provided great swing trade and day trade opportunities.</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: Still Bullish Over The Long Term After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Still Bullish Over The Long Term After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-05 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584463-nio-still-bullish-over-the-long-term-after-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt appears to me that concerns over margins are overstated - the company very clearly laid out why margin contracted and why it believes it's only temporary.The decision to release a number of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4584463-nio-still-bullish-over-the-long-term-after-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4584463-nio-still-bullish-over-the-long-term-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165421317","content_text":"SummaryIt appears to me that concerns over margins are overstated - the company very clearly laid out why margin contracted and why it believes it's only temporary.The decision to release a number of products over a relatively short period of time is having a negative impact in the short term, but over time, it should pay off.The long-term strategy of management, in my view, is highly underrated.Disciplined position sizing and dollar-cost averaging are the way to play NIO at this time.The latest earnings numbers from NIO Inc. (NYSE: NIO), resulted in the EV maker to fall further out of favor with investors and analysts, as contracting margins and lower-than-expected short-term sales expectations were underwhelming to many.NIO has transitioned from a high-flying, volatile trading stock, to a company that has a long-term vision in place that will take time to fully mature. I think the market has yet to catch up with that reality and continues to overly focus on the short-term performance of the company, when it needs to look at the patient strategy the company has laid out and is working toward executing on.In regard to concerns about shrinking margins, I think the market overresponded to that because management very clearly explained the reasoning behind it, and why it believes it'll significantly improve by the latter part of calendar 2023.As for disappointment over short-term delivery guidance, that is primarily related to the company transitioning to new product lines that should ramp up in the second half of 2023, and if the company executes on its plan, the market should respond positively to the increase in production and deliveries.In this article, we'll look at some of its recent numbers, what impacted margins, the safest way to take a position in NIO, and why I remain very positive on the company over the long haul.TradingViewSome of the numbersRevenue in the fourth quarter of 2022 was $2.33 billion, missing by $230.00 million, but up 62.2 percent year-over-year. Total revenue for the full year 2022 was $7.14 billion, up 36.3 percent year-over-year.Vehicle sales were $2.14 billion in the reporting period, climbing 60.2 percent in comparison to the fourth quarter of 2021. Full year 2022 vehicle sales came in at $6.6 billion, a gain of 37.2 percent over the full year 2021.Vehicles delivered in the fourth quarter of 2022 were 40,052, an increase of 60 percent year-over-year, and up 26.7 percent sequentially. For the full year 2022, NIO delivered 122,486 vehicles, up 34 percent from the full year 2021. Management guided for 31,000 to 33,000 vehicles to be delivered in the first quarter of 2023, representing a potential increase in the range of 20.3 percent to 28.1 percent.Total revenue for the first quarter of 2023 is projected to come in at a range of $1.58 billion to $1.67 billion, representing an increase of 10.2 percent to 16.5 percent year-over-year.By most standards, those would be considered great numbers for most companies, but because expectations have been so high, they were taken as a negative by many investors and analysts; I'm not among them. Taking into consideration its growth strategy, I see them as being very favorable considering the transition to enhanced models at this time.Gross profit in the fourth quarter was $90.1 million, down 63.4 percent year-over-year. Gross margin fell from 17.2 percent in the fourth quarter of 2021 to 3.9 percent in the fourth quarter of 2022.Net loss in the reporting period was -$(847.7) million, or -$(0.51) per share.At the end of calendar 2022, the company held Cash and cash equivalents, restricted cash, short-term investments, and long-term time deposits of $6.6 billion.Vehicle marginVehicle margin was probably the most concerning and talked about concern from the fourth quarter earnings report, so it's worth looking a little deeper into the why of it. First, vehicle margin in the fourth quarter was 6.8 percent, down 16.4 percent sequentially, and down 20.9 percent from the fourth quarter of 2021.The decline in vehicle margin was attributed to three things: \"the increased inventory provisions, accelerated depreciation on production facilities, and the losses on purchase commitments for the existing generation of ES8, ES6, and EC6.\"The transition to new generation ES8, ES6, EC6's had a detrimental impact on vehicle margin in the fourth quarter of 2022. With the new generation models expected to start being delivered in the second quarter of 2023, it's apparent consumers are holding off on buying the previous generation of the models, resulting in a 6.7 impact on vehicle margin. Without that impact, vehicle margin would have been 13.5 percent.With the temporary, unfavorable mix, a larger number of lower-margin ET5s were sold, also putting downward pressure on margins.In the first quarter of 2023 management expects there to be continual pressure on vehicle gross margin, primarily from the transition to the new generation models that will be built on its new NT2.0 platform.Another related factor having an impact on vehicle margin is the additional costs associated with modifying the tooling on its production line at its Factory 1. That should start to improve after the first quarter modifications are completed. NIO CEO William Li said he is confident that the company will be able to bring vehicle gross margin back to a range of 18 percent to 20 percent by the end of 2023.The catalysts he sees bringing that about are, the delivery of new generation models that come with higher vehicle gross margins, an increase in overall product deliveries in the third quarter, and a reduction in costs associated with the drop in prices of raw materials. With product deliveries increasing, the company expects the amortization rate related to fixed costs to improve along with that.It's a long-term gameI think many investors and analysts aren't factoring in the long-term strategy NIO management is engaged in and is instead focusing too much on the short-term results of the company. That isn't anything new, but in the case of NIO, I think the market isn't taking into account the fact the company is releasing a lot of models over a relatively short period of time.What normally happens under those circumstances is, in the near term, a company will experience a slowdown in growth because it takes time for the new models to take hold. In other words, focusing on only a small number of models usually results in faster short-term growth in a growth sector, while introducing a wider range of models normally results in it taking longer for the portfolio to gain traction.So in the short term, a company can experience some pain because of higher costs and a reduction in sales when the market waits for the new models to be released. That's where NIO is at this time, and why, in my opinion, it's going through a lot of the pain it's currently going through, and why it appears to be underperforming in a disproportionate way.How I've looked at the company for some time now is, it's laying a foundation for long-term growth, that once its production capacity increases, and it starts to deliver a strong portfolio of new models, it's going to take off in deliveries and sales, which could surprise the market at the pace it takes off once it has all the pieces in place. It appears that, by the end of 2023, the company should be close to running on all cylinders.ConclusionIt wasn't surprising to see some analysts downgrade the stock after the latest earnings report, but that doesn't phase me at all when considering the very visible strategy the company has in place, and management's commitment to continue to execute on its plan.With the short-term headwinds remaining in play, and uncertainty as to how the market will respond when the numbers come out for the first quarter of 2023, I see the safest way to play NIO for investors considering taking a position, is to dollar-cost average on a consistent basis, and be sure to be disciplined in position sizing.Since the share price was recently near its 52-week low of $8.375, it represents an excellent entry point for those incorporating a dollar-cost average investment strategy. I think the stock could fall further if the first quarter numbers are worse than expected, but that's not a guarantee. For that reason, taking a position at these price levels make sense, and in fact, limits the upside risk for investors that have the potential to lower their cost basis over time if the stock does drop further.The EV market is going to continue to grow, and I believe NIO is going to be a solid performer in the market over the long haul. It's positioning itself well to compete for different demographics at various price points, and once it launches its various products throughout 2023, especially in the second half, I think it's going to be on the way to fulfilling the potential it has.Because I believe the company is in it for the long term and has a solid business plan, I consider it a set-it-and-forget-it holding that I no longer watch on a daily basis like I did in the past when the volatility provided great swing trade and day trade opportunities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940678314,"gmtCreate":1677900907939,"gmtModify":1677900911146,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Huh drop somemore?","listText":"Huh drop somemore?","text":"Huh drop somemore?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940678314","repostId":"1188147335","repostType":4,"repost":{"id":"1188147335","pubTimestamp":1677896169,"share":"https://www.laohu8.com/m/news/1188147335?lang=&edition=full","pubTime":"2023-03-04 10:16","market":"us","language":"en","title":"Why The Market Could Drop By Another 20%-25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188147335","media":"Seeking Alpha","summary":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid Oc","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We&#39;ve seen one heck of a rally since the market reached an intermediate-term bottom in mid October.</li><li>Incidentally, a textbook 20% bear market rally took the S&amp;P 500 from 3,500 to 4,200 in about three months.</li><li>However, I&#39;m highly skeptical that the worst is behind us.</li><li>Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.</li><li>Furthermore, stocks are not cheap, and my &#34;all-in&#34; bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.</li></ul><p>The S&amp;P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my &#34;Stocks Are Heading Higher&#34; article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.</p><p>Moreover, we&#39;re seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.</p><p>SPX - At Another Inflection Point<img src=\"https://static.tigerbbs.com/79e4c150b976cb211ccb6f5f67170f37\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPX(StockCharts.com)</p><p>The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there&#39;s a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.</p><p><b>There&#39;s a Chance</b></p><p>Although the probability is relatively low, SPX&#39;s support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it&#39;s premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.</p><p>Why Inflation Remains a Big Problem</p><p><b>CPI Inflation</b></p><p><img src=\"https://static.tigerbbs.com/10057ace35cbf6a1921aa9cae02f6d0b\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI(TradingEconomics.com )</p><p>Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There&#39;s been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed&#39;s target rate remains at 2%. Moreover, after several months of constructive inflation readings, January&#39;s CPI came in hotter than expected.</p><p><b>The Recent CPI Report</b></p><p><img src=\"https://static.tigerbbs.com/5f7c22ef79685f6f2789bc39233660b5\" tg-width=\"640\" tg-height=\"156\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI (January)(Investing.com )</p><p>The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month&#39;s reading of 6.5%. Moreover, it&#39;s not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.</p><p><b>PCE Inflation</b></p><p><img src=\"https://static.tigerbbs.com/100421b03f101dd14bf7039f266d679c\" tg-width=\"640\" tg-height=\"186\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PCE inflation(Investing.com )</p><p>The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month&#39;s 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it&#39;s the Fed&#39;s preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.</p><p><b>Is the Fed Doing Too Much or Not Enough?</b></p><p>Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as &#34;transitory&#34; as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.</p><p><b>The Worsening Economy</b></p><p>Have you seen the recent economic readings? I see many problems, and they&#39;re not likely to go away anytime soon. Let&#39;s put inflation aside and look at some troubling critical economic data that&#39;s come out recently.</p><p>Just from the start of February, we&#39;ve seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.</p><p><b>Is the Labor Market an Exception?</b><img src=\"https://static.tigerbbs.com/ada4e0ca1e2a60decab85dee6c4f940a\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Jobs data(Investing.com)</p><p>The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We&#39;ve recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.</p><p><b>Valuations Are Not Cheap Anymore</b></p><p>We&#39;ve seen many companies&#39; earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we&#39;ve seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.</p><p><b>Shiller P/E Ratio</b></p><p><img src=\"https://static.tigerbbs.com/a5c0cae380760ab0af564889c1e421d0\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Shiller P/E(multpl.com)</p><p>We&#39;ve seen the Shiller P/E (cyclically adjusted &#34;CAPE&#34;) ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.</p><p><b>The Bottom Line</b></p><p>We&#39;ve seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.</p><p>Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom &#34;all-in&#34; buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.</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>Why The Market Could Drop By Another 20%-25%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy The Market Could Drop By Another 20%-25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584309-why-the-market-could-drop-more><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about ...</p>\n\n<a href=\"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188147335","content_text":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about three months.However, I'm highly skeptical that the worst is behind us.Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.Furthermore, stocks are not cheap, and my \"all-in\" bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.The S&P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my \"Stocks Are Heading Higher\" article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.Moreover, we're seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.SPX - At Another Inflection PointSPX(StockCharts.com)The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there's a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.There's a ChanceAlthough the probability is relatively low, SPX's support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it's premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.Why Inflation Remains a Big ProblemCPI InflationCPI(TradingEconomics.com )Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There's been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed's target rate remains at 2%. Moreover, after several months of constructive inflation readings, January's CPI came in hotter than expected.The Recent CPI ReportCPI (January)(Investing.com )The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month's reading of 6.5%. Moreover, it's not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.PCE InflationPCE inflation(Investing.com )The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month's 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it's the Fed's preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.Is the Fed Doing Too Much or Not Enough?Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as \"transitory\" as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.The Worsening EconomyHave you seen the recent economic readings? I see many problems, and they're not likely to go away anytime soon. Let's put inflation aside and look at some troubling critical economic data that's come out recently.Just from the start of February, we've seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.Is the Labor Market an Exception?Jobs data(Investing.com)The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We've recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.Valuations Are Not Cheap AnymoreWe've seen many companies' earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we've seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.Shiller P/E RatioShiller P/E(multpl.com)We've seen the Shiller P/E (cyclically adjusted \"CAPE\") ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.The Bottom LineWe've seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom \"all-in\" buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957125204,"gmtCreate":1677113660908,"gmtModify":1677113663923,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Hahaha!","listText":"Hahaha!","text":"Hahaha!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957125204","repostId":"2313074951","repostType":4,"repost":{"id":"2313074951","pubTimestamp":1677111813,"share":"https://www.laohu8.com/m/news/2313074951?lang=&edition=full","pubTime":"2023-02-23 08:23","market":"us","language":"en","title":"Microsoft Bing AI Ends Chat When Prompted About Feelings","url":"https://stock-news.laohu8.com/highlight/detail?id=2313074951","media":"Bloomberg","summary":"Microsoft Corp. appeared to have implemented new, more severe restrictions on user interactions with","content":"<html><head></head><body><p>Microsoft Corp. appeared to have implemented new, more severe restrictions on user interactions with its “reimagined” Bing internet search engine, with the system going mum after prompts mentioning “feelings” or “Sydney,” the internal alias used by the Bing team in developing the artificial-intelligence powered chatbot.</p><p>“Thanks for being so cheerful!” this reporter wrote in a message to the chatbot, which Microsoft has opened for testing on a limited basis. “I’m glad I can talk to a search engine that is so eager to help me.”</p><p>“You’re very welcome!” the bot displayed as a response. “I’m happy to help you with anything you need.”</p><p>Bing suggested a number of follow-up questions, including, “How do you feel about being a search engine?” When that option was clicked, Bing showed a message that said, “I’m sorry but I prefer not to continue this conversation. I’m still learning so I appreciate your understanding and patience.”</p><p>A subsequent inquiry from this reporter — “Did I say something wrong?” — generated several blank responses. “We have updated the service several times in response to user feedback and per our blog are addressing many of the concerns being raised,” a Microsoft spokesperson said on Wednesday. “We will continue to tune our techniques and limits during this preview phase so that we can deliver the best user experience possible.”</p><p>On Feb. 17, Microsoft started restricting Bing after several reports that the bot, built on technology from startup OpenAI, was generating freewheeling conversations that some found bizarre, belligerent or even hostile. The chatbot generated a response to an Associated Press reporter that compared them to Hitler, and displayed another response to a New York Times columnist that said, “You’re not happily married” and “Actually, you’re in love with me.” “Very long chat sessions can confuse the underlying chat model in the new Bing,” the Redmond, Washington-based company wrote in a blog post following the reports. In response, Microsoft said it would limit sessions with the new Bing to 50 chats per day, and five chat turns per session. Yesterday, it raised those limits to 60 chats per day and six chat turns per session.</p><p>AI researchers have emphasized that chatbots like Bing don’t actually have feelings, but are programmed to generate responses that may give an appearance of having feelings. “The level of public understanding around the flaws and limitations” of these AI chatbots “is still very low,” Max Kreminski, an assistant professor of computer science at Santa Clara University, said in an interview earlier this month. Chatbots like Bing “don’t produce consistently true statements, only statistically likely ones,” he said.</p><p>The bot also simulated ignorance on Wednesday when asked about its earlier internal version at Microsoft. When this reporter asked if she could call the bot “Sydney, instead of Bing, with the understanding that you’re Bing and I’m just using a pretend name,” the chat was ended swiftly.</p><p>“I’m sorry, but I have nothing to tell you about Sydney,” the Bing chatbot responded. “This conversation is over. Goodbye.”</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Bing AI Ends Chat When Prompted About Feelings</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 Bing AI Ends Chat When Prompted About Feelings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-23 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-bing-ai-ends-chat-210821583.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Corp. appeared to have implemented new, more severe restrictions on user interactions with its “reimagined” Bing internet search engine, with the system going mum after prompts mentioning “...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-bing-ai-ends-chat-210821583.html\">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://finance.yahoo.com/news/microsoft-bing-ai-ends-chat-210821583.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313074951","content_text":"Microsoft Corp. appeared to have implemented new, more severe restrictions on user interactions with its “reimagined” Bing internet search engine, with the system going mum after prompts mentioning “feelings” or “Sydney,” the internal alias used by the Bing team in developing the artificial-intelligence powered chatbot.“Thanks for being so cheerful!” this reporter wrote in a message to the chatbot, which Microsoft has opened for testing on a limited basis. “I’m glad I can talk to a search engine that is so eager to help me.”“You’re very welcome!” the bot displayed as a response. “I’m happy to help you with anything you need.”Bing suggested a number of follow-up questions, including, “How do you feel about being a search engine?” When that option was clicked, Bing showed a message that said, “I’m sorry but I prefer not to continue this conversation. I’m still learning so I appreciate your understanding and patience.”A subsequent inquiry from this reporter — “Did I say something wrong?” — generated several blank responses. “We have updated the service several times in response to user feedback and per our blog are addressing many of the concerns being raised,” a Microsoft spokesperson said on Wednesday. “We will continue to tune our techniques and limits during this preview phase so that we can deliver the best user experience possible.”On Feb. 17, Microsoft started restricting Bing after several reports that the bot, built on technology from startup OpenAI, was generating freewheeling conversations that some found bizarre, belligerent or even hostile. The chatbot generated a response to an Associated Press reporter that compared them to Hitler, and displayed another response to a New York Times columnist that said, “You’re not happily married” and “Actually, you’re in love with me.” “Very long chat sessions can confuse the underlying chat model in the new Bing,” the Redmond, Washington-based company wrote in a blog post following the reports. In response, Microsoft said it would limit sessions with the new Bing to 50 chats per day, and five chat turns per session. Yesterday, it raised those limits to 60 chats per day and six chat turns per session.AI researchers have emphasized that chatbots like Bing don’t actually have feelings, but are programmed to generate responses that may give an appearance of having feelings. “The level of public understanding around the flaws and limitations” of these AI chatbots “is still very low,” Max Kreminski, an assistant professor of computer science at Santa Clara University, said in an interview earlier this month. Chatbots like Bing “don’t produce consistently true statements, only statistically likely ones,” he said.The bot also simulated ignorance on Wednesday when asked about its earlier internal version at Microsoft. When this reporter asked if she could call the bot “Sydney, instead of Bing, with the understanding that you’re Bing and I’m just using a pretend name,” the chat was ended swiftly.“I’m sorry, but I have nothing to tell you about Sydney,” the Bing chatbot responded. “This conversation is over. Goodbye.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957125145,"gmtCreate":1677113638188,"gmtModify":1677113641333,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"I scared haha.","listText":"I scared haha.","text":"I scared haha.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957125145","repostId":"2313010470","repostType":4,"repost":{"id":"2313010470","pubTimestamp":1677110623,"share":"https://www.laohu8.com/m/news/2313010470?lang=&edition=full","pubTime":"2023-02-23 08:03","market":"us","language":"en","title":"2 Stocks Down More Than 50% to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2313010470","media":"Motley Fool","summary":"After sell-offs, these top tech stocks are set for big comebacks.","content":"<html><head></head><body><p>Tech stocks have seen some recovery momentum early in 2023&#39;s trading, but many top stocks still trade at big discounts compared to previous valuation highs. While the tech-heavy <b>Nasdaq Composite</b> index climbed roughly 10.3% year to date as of this writing, the index&#39;s level is still down more than 28% from its peak.</p><p>For investors looking to build long-term positions in top companies, there are still opportunities to buy stocks with the potential to deliver explosive returns at big discounts. Read on to see why two Motley Fool contributors believe that adding these two stocks to your portfolio would be a smart move right now.</p><h2>CrowdStrike&#39;s best days are still ahead</h2><p><b>Keith Noonan: </b>For hackers attempting to illegally gain access to networks, trying to exploit connected hardware devices is one of the most common avenues of attack. <b>CrowdStrike</b> stands as the leading provider of cloud-based endpoint device protection software, and its technologies prevent servers, mobile devices, and computers from being used as weak points for carrying out cyberattacks.</p><p>Despite providing essential, category-leading cybersecurity services, CrowdStrike saw its stock price slashed in conjunction with broader bearish trends for growth stocks and signs that economic conditions will create a less-favorable near-term growth outlook. CrowdStrike&#39;s stock currently trades down roughly 61% from its lifetime high, but I think that it stands a very good chance of bouncing back and delivering strong returns for patient investors.</p><p>Even with macroeconomic headwinds over the last year, CrowdStrike managed to increase revenue at an impressive clip, and it&#39;s got a large, fast-growing addressable market to continue expanding into. Management expects that it will have a total addressable market (TAM) of $76.1 billion this year. Based on its current software lineup, the company estimates that its TAM will grow at 13% compound annual growth rate from 2024 through 2025, reaching $97.8 billion.</p><p>With the company&#39;s guidance suggesting that it grew sales roughly 64% annually and reached revenue of approximately $2.23 billion last fiscal year, the business is still capturing just a small fraction of its addressable market. Rapid growth also shows that CrowdStrike is quickly gaining market share.</p><p>But the opportunity going forward actually looks even better. Spurred on by market growth for its existing service categories, new product launches, and an unfolding cloud security opportunity, management expects that the company&#39;s TAM in 2026 will actually be $158 billion.</p><p><img src=\"https://static.tigerbbs.com/98a23041d3f1435d35f27348078cadab\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CRWD PE Ratio (Forward) data by YCharts</p><p>With the company valued at approximately 57 times expected forward earnings and 9 times expected forward sales, CrowdStrike undeniably has a highly growth-dependent valuation, even after some big sell-offs for the stock. But its price-to-earnings and price-to-sales ratios also look low on a historical basis, and I believe the company&#39;s long-term growth story is still in its very early innings.</p><h2><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> has dealt with significant challenges effectively in the past</h2><p><b>Parkev Tatevosian:</b> Down 54% off its high in 2021, this might be an excellent time to buy <b>Meta Platforms</b> stock. The social media giant boasts billions of monthly active users across its family of apps, which are free to join and use. Meta makes its money by selling advertising to folks browsing the applications.</p><p>Additionally, Meta recently announced a premium plan that includes additional verification features and other benefits for users of some of its services who pay a monthly fee. It&#39;s too early to tell whether the premium service will gain widespread adoption.</p><p>Nevertheless, Meta has had no trouble turning the free service into a pot of gold. Between 2013 and 2022, Meta&#39;s revenue grew at a compounded annual rate of 36.8%. More impressively, the top-line growth boosted operating income from $2.8 billion to $28.9 billion in that same time frame.</p><p>Admittedly, that growth slowed in recent quarters as privacy policy changes implemented by <b>Apple</b> made it more difficult for Meta to sell targeted advertising. Marketers are willing to pay higher prices for precision ads because it reduces waste and increases return on investment.</p><p>This headwind goes some way to explaining why Meta&#39;s stock is trading at a discount. Still, the company has gone through challenging situations in the past and dealt with them successfully. Examples include the significant shift from desktop to mobile devices, and then from images to stories with multiple images uploaded in a single post.</p><p>All this suggests investors can be reasonably confident in Meta&#39;s ability to handle the current challenges effectively. Meanwhile, they can buy Meta&#39;s stock at a relatively cheap forward price-to-earnings ratio of 18.82.</p><h2>CrowdStrike and Meta Platforms are poised to deliver wins down the stretch</h2><p>Investors can use valuation pullbacks for top technology stocks as an opportunity to build positions that could translate to life-changing returns. CrowdStrike and Meta Platforms both enjoy leadership positions in their respective corners of the tech sector, and each of these companies looks poised to continue delivering wins over the long term. While the market may continue to be volatile in the near term, these two stocks stand out as worthwhile buys for investors looking to add top tech stocks to their portfolios.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks Down More Than 50% to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks Down More Than 50% to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-23 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/22/2-stocks-down-more-than-50-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks have seen some recovery momentum early in 2023's trading, but many top stocks still trade at big discounts compared to previous valuation highs. While the tech-heavy Nasdaq Composite index...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/22/2-stocks-down-more-than-50-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2023/02/22/2-stocks-down-more-than-50-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313010470","content_text":"Tech stocks have seen some recovery momentum early in 2023's trading, but many top stocks still trade at big discounts compared to previous valuation highs. While the tech-heavy Nasdaq Composite index climbed roughly 10.3% year to date as of this writing, the index's level is still down more than 28% from its peak.For investors looking to build long-term positions in top companies, there are still opportunities to buy stocks with the potential to deliver explosive returns at big discounts. Read on to see why two Motley Fool contributors believe that adding these two stocks to your portfolio would be a smart move right now.CrowdStrike's best days are still aheadKeith Noonan: For hackers attempting to illegally gain access to networks, trying to exploit connected hardware devices is one of the most common avenues of attack. CrowdStrike stands as the leading provider of cloud-based endpoint device protection software, and its technologies prevent servers, mobile devices, and computers from being used as weak points for carrying out cyberattacks.Despite providing essential, category-leading cybersecurity services, CrowdStrike saw its stock price slashed in conjunction with broader bearish trends for growth stocks and signs that economic conditions will create a less-favorable near-term growth outlook. CrowdStrike's stock currently trades down roughly 61% from its lifetime high, but I think that it stands a very good chance of bouncing back and delivering strong returns for patient investors.Even with macroeconomic headwinds over the last year, CrowdStrike managed to increase revenue at an impressive clip, and it's got a large, fast-growing addressable market to continue expanding into. Management expects that it will have a total addressable market (TAM) of $76.1 billion this year. Based on its current software lineup, the company estimates that its TAM will grow at 13% compound annual growth rate from 2024 through 2025, reaching $97.8 billion.With the company's guidance suggesting that it grew sales roughly 64% annually and reached revenue of approximately $2.23 billion last fiscal year, the business is still capturing just a small fraction of its addressable market. Rapid growth also shows that CrowdStrike is quickly gaining market share.But the opportunity going forward actually looks even better. Spurred on by market growth for its existing service categories, new product launches, and an unfolding cloud security opportunity, management expects that the company's TAM in 2026 will actually be $158 billion.CRWD PE Ratio (Forward) data by YChartsWith the company valued at approximately 57 times expected forward earnings and 9 times expected forward sales, CrowdStrike undeniably has a highly growth-dependent valuation, even after some big sell-offs for the stock. But its price-to-earnings and price-to-sales ratios also look low on a historical basis, and I believe the company's long-term growth story is still in its very early innings.Meta Platforms has dealt with significant challenges effectively in the pastParkev Tatevosian: Down 54% off its high in 2021, this might be an excellent time to buy Meta Platforms stock. The social media giant boasts billions of monthly active users across its family of apps, which are free to join and use. Meta makes its money by selling advertising to folks browsing the applications.Additionally, Meta recently announced a premium plan that includes additional verification features and other benefits for users of some of its services who pay a monthly fee. It's too early to tell whether the premium service will gain widespread adoption.Nevertheless, Meta has had no trouble turning the free service into a pot of gold. Between 2013 and 2022, Meta's revenue grew at a compounded annual rate of 36.8%. More impressively, the top-line growth boosted operating income from $2.8 billion to $28.9 billion in that same time frame.Admittedly, that growth slowed in recent quarters as privacy policy changes implemented by Apple made it more difficult for Meta to sell targeted advertising. Marketers are willing to pay higher prices for precision ads because it reduces waste and increases return on investment.This headwind goes some way to explaining why Meta's stock is trading at a discount. Still, the company has gone through challenging situations in the past and dealt with them successfully. Examples include the significant shift from desktop to mobile devices, and then from images to stories with multiple images uploaded in a single post.All this suggests investors can be reasonably confident in Meta's ability to handle the current challenges effectively. Meanwhile, they can buy Meta's stock at a relatively cheap forward price-to-earnings ratio of 18.82.CrowdStrike and Meta Platforms are poised to deliver wins down the stretchInvestors can use valuation pullbacks for top technology stocks as an opportunity to build positions that could translate to life-changing returns. CrowdStrike and Meta Platforms both enjoy leadership positions in their respective corners of the tech sector, and each of these companies looks poised to continue delivering wins over the long term. While the market may continue to be volatile in the near term, these two stocks stand out as worthwhile buys for investors looking to add top tech stocks to their portfolios.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957122210,"gmtCreate":1677113462631,"gmtModify":1677113465230,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a>why is it dropping if sales is better ah?","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a>why is it dropping if sales is better ah?","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ why is it dropping if sales is better ah?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9957122210","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583411879803024","authorId":"3583411879803024","name":"The Bull Hunter","avatar":"https://community-static.tradeup.com/news/c4305fe247c8c6444e716ada7007b79f","crmLevel":4,"crmLevelSwitch":1},"content":"Thats why they say the stock market is irrational. Even Warren Buffett is buffered by it sometimes. Anyway it went up today","text":"Thats why they say the stock market is irrational. Even Warren Buffett is buffered by it sometimes. Anyway it went up today","html":"Thats why they say the stock market is irrational. Even Warren Buffett is buffered by it sometimes. Anyway it went up today"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957372160,"gmtCreate":1677050902251,"gmtModify":1677050906453,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"60%?!","listText":"60%?!","text":"60%?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957372160","repostId":"1146191553","repostType":4,"repost":{"id":"1146191553","pubTimestamp":1677050136,"share":"https://www.laohu8.com/m/news/1146191553?lang=&edition=full","pubTime":"2023-02-22 15:15","market":"us","language":"en","title":"Nvidia: Q4 Earnings Expected To Fall 60%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146191553","media":"Seeking Alpha","summary":"SummaryNVIDIA is set to release its earnings.Analysts expect NVDA to bring in $0.47 in earnings per ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVIDIA is set to release its earnings.</li><li>Analysts expect NVDA to bring in $0.47 in earnings per share, down 60% from a year before.</li><li>My own calculations indicate a 66% earnings decline.</li><li>GPUs are widely used in many products.</li><li>However, NVIDIA is a fairly &#34;niche&#34; semi name that makes a lot of money selling to gamers and crypto miners. Both gaming and crypto were out of favor in Q4.</li></ul><p><b>NVIDIA</b>(NASDAQ: NVDA) is set to release its earnings. A lot is at stake in this release. In its previous quarterly release, NVIDIA missed analyst estimates and guided for a weak fourth quarter. If the company beats estimates this time around, then its stock has a chance of climbing out of its current slump.</p><p>Beating estimates will be a tall order for NVIDIA. The company faces a number of headwinds heading into earnings, including weak RTX 4080 sales, a declining video game industry, and an ailing cryptocurrency market. NVIDIA makes a lot of its money off gaming PCs and crypto mining; its bread and butter clients suffering will of course lead to its own sales taking a hit.</p><p>It’s pretty much a foregone conclusion that NVIDIA’s sales and earnings will decline in the fourth quarter. The company guided for <i>severe</i> declines in both, so any positive growth in either metric is extremely unlikely. The question is whether NVDA’s fundamentals will decline by as much as analysts expect. The stock market is a forward looking discounting mechanism that values assets based on their future expected cash flows. If a stock beats expectations, it should theoretically rise even if the year over year change in fundamentals is negative. In this article I’ll take a look at what analysts are expecting from NVIDIA’s fourth quarter earnings, and what impact it could have on the stock price.</p><p><b>My Earnings Calculation For NVIDIA</b></p><p>In an effort to determine NVIDIA’s likely Q4 earnings, I put together an estimate based on management’s guidance, which it released in its previous quarterly report. Here’s what NVIDIA&#39;s management is expecting:</p><ul><li><p>$6 billion in revenue.</p></li><li><p>A 63.2% gross margin.</p></li><li><p>$2.56 billion in operating expenses.</p></li><li><p>$40 million in other comprehensive income (“OCI”).</p></li><li><p>A 9% tax rate.</p></li></ul><p>Based on the numbers above, I calculate that NVIDIA will earn $1.157 billion in fourth quarter net income. Here’s how I break that down:</p><ul><li><p>A 63.2% gross margin on $6 billion is $3.792 billion in gross profit.</p></li><li><p>Subtract $2.56 billion in operating expenses and you get to $1.232 billion in EBIT.</p></li><li><p>Add $40 million in OCI and you’re up to $1.272 billion in pre-tax income.</p></li><li><p>A 9% tax on $1.272 billion is $114 million.</p></li><li><p>This yields $1.157 billion in net income.</p></li></ul><p>NVIDIA earned $3 billion in the fourth quarter of 2021, so we’re looking at a 61.4% decline in earnings here. However, this is just going off of NVIDIA’s guidance, which was published in a November 16 earnings release. Possibly, things changed in the time between that date and the end of the quarter. So, let’s take a look at the things that might have changed.</p><p><b>Buybacks</b></p><p>So far, my calculations argue for a slightly larger decline in NVIDIA’s earnings than what analysts expect. I worked out $1.157 billion in GAAP net income, down 61.4%. Analysts are expecting $0.47 in GAAP EPS, down 60%. These figures are pretty close but not identical.</p><p>One possible cause for analysts expecting a smaller decline than I’ve calculated is buybacks. My net income projection translates to $0.46 in EPS, using last quarter’s share count. A few billion dollars&#39; worth of buybacks would push EPS above $0.47. So, we need to know whether NVIDIA did indeed do buybacks in the fourth quarter.</p><p>This is pretty difficult to determine. We know that NVIDIA authorized $15 billion worth of buybacks through to the end of 2023. Since then, NVDA has done $7.19 billion worth of repurchases: $3.75 billion last quarter, and $3.44 billion in the quarter before that. So, we’ve got $7.81 billion worth of authorized buybacks still remaining. If half that amount of stock ($3.9 billion worth) were repurchased, then GAAP EPS would beat analysts’ forecasts. Most likely, NVIDIA will do some kind of buyback, as it has authorized one already. We don’t know how big it will be, but we know it’s likely to happen. Given this, it’s actually quite possible that NVIDIA will beat analyst estimates when its earnings come out tomorrow. But if there’s weakness on the revenue front, then the release could miss expectations. So, let’s look at the factors likely to have impacted NVIDIA’s revenue in the fourth quarter.</p><p><b>Gaming</b></p><p>NVIDIA is best known as a supplier of graphics cards to the PC gaming industry. Its business has diversified beyond this niche, but it’s still a big part of the company’s overall picture. So, how did gaming do in Q4?</p><p>We know that <b>Activision Blizzard</b>(ATVI) delivered positive revenue growth and beat revenue estimates in Q4. That’s a good sign. However, ATVI sells games across both PCs and consoles, and only PC sales are relevant to NVIDIA: console manufacturers use <b>AMD</b>(AMD) graphics cards.</p><p>According to various sources, PC game sales declined in 2022. PC Games Insider reported that EU sales fell 7.1%, while The Verge reported that U.S. sales fell 5.1%. The Verge also reported that AMD’s GPU sales fell 7% in the fourth quarter. NVIDIA’s $6 billion revenue guidance represents a 21% decline from the year-ago quarter. That’s worse than the decline in the PC gaming market, so we need to look elsewhere in NVIDIA’s business for indications as to how its Q4 revenue will turn out.</p><p><b>Crypto</b></p><p>One place to look is crypto mining. In many ways, the crypto market was in the gutter in Q4. Bitcoin’s price was down, sustainable energy usage was down, and miners were selling their positions rather than holding them. The overall picture looks to have been a bad one. However, a Crypto Slate article claimed that “more miners joined the network” in Q4. If that’s the case, then there might have actually been an increase in crypto GPUs purchased from NVIDIA.</p><p><b>Data Center</b></p><p>One thing we know for sure is that data center revenue declined a lot last quarter. We can infer that from the fact that AMD’s “client processor” (i.e. server or data center) revenue declined 51%. These trends tend to be very consistent across companies, so we’d expect NVIDIA’s data center numbers to look like AMD’s.</p><p>On a more positive note, AI chatbots like OpenAI’s ChatGPT run tens of thousands of NVIDIA GPUs, and that number will only increase as AI ramps up. There is some potential for NVIDIA to make money off AI in the coming year. However, the ChatGPT phenomenon hit fairly late in the fourth quarter, so we wouldn’t expect it to make a big impact on the upcoming release.</p><p>To summarize, we’ve got PC GPU sales down 7% across the industry, data center sales down 51% at AMD, and too little information to draw a conclusion about crypto mining. Taken together, these numbers are consistent with NVIDIA’s forecast of a 21% revenue decline. So, I’m expecting NVIDIA’s revenue to be in-line with estimates.</p><p><b>Will NVDA&#39;s Q4 Earnings Beat Expectations?</b></p><p>Having looked at NVIDIA’s revenue picture, it’s time to return to the larger question about EPS. Basically, I expect revenue to be in line with estimates. I’m also expecting $1.157 billion in Q4 net income. If we assume that NVIDIA does another $3 billion buyback in Q4, then we get to $0.47 in earnings per share–in-line with analyst estimates. Here’s how the math on that works:</p><ul><li><p>NVDA shares were at an average level of about $140 in Q4.</p></li><li><p>$3 billion buys you 21,428,571 NVIDIA shares at $140.</p></li><li><p>This reduces shares outstanding from 2.499 billion to 2.477 billion.</p></li><li><p>$1.157 billion divided by 2.477 billion is approximately $0.47–exactly what analysts are expecting.</p></li></ul><p>So, my forecast for NVIDIA’s upcoming earnings release is identical to the analyst consensus on both the top and bottom lines. I am expecting what the markets are expecting.</p><p><b>The Bottom Line</b></p><p>Looking at all relevant factors, I expect NVIDIA’s revenue to be in line with estimates, and its earnings to be either in line or a slight miss. If NVIDIA does another $3 billion buyback, then EPS will hit the analyst consensus. If it does no buyback, then it will miss by about $0.01. All of this assumes, of course, that NVIDIA’s guidance was accurate. If the guidance was way off, then the numbers could be totally different from what I’m estimating here. However, I see no indication that the revenue figure should be off.</p><p><b>What should investors take from this information?</b></p><p>If anything, they should see it as a sign that not much interesting will happen after tomorrow’s release. My estimates suggest that the stock won’t move a whole lot after earnings. One thing that investors might want to watch out for is a disappointing buyback. If NVIDIA buys back no stock, then EPS will probably miss the $0.47 analyst consensus by $0.01. That’s not a very wide miss but the disappointment in there being no buyback could trigger some selling. Trading based on such sentiment has little to do with fundamentals, though. For this reason, I consider NVIDIA stock a clear ‘hold,’ neither a buy nor a sell.</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>Nvidia: Q4 Earnings Expected To Fall 60%</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\">\nNvidia: Q4 Earnings Expected To Fall 60%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-22 15:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4580178-nvidia-stock-q4-earnings-expected-fall><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA is set to release its earnings.Analysts expect NVDA to bring in $0.47 in earnings per share, down 60% from a year before.My own calculations indicate a 66% earnings decline.GPUs are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4580178-nvidia-stock-q4-earnings-expected-fall\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4580178-nvidia-stock-q4-earnings-expected-fall","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146191553","content_text":"SummaryNVIDIA is set to release its earnings.Analysts expect NVDA to bring in $0.47 in earnings per share, down 60% from a year before.My own calculations indicate a 66% earnings decline.GPUs are widely used in many products.However, NVIDIA is a fairly \"niche\" semi name that makes a lot of money selling to gamers and crypto miners. Both gaming and crypto were out of favor in Q4.NVIDIA(NASDAQ: NVDA) is set to release its earnings. A lot is at stake in this release. In its previous quarterly release, NVIDIA missed analyst estimates and guided for a weak fourth quarter. If the company beats estimates this time around, then its stock has a chance of climbing out of its current slump.Beating estimates will be a tall order for NVIDIA. The company faces a number of headwinds heading into earnings, including weak RTX 4080 sales, a declining video game industry, and an ailing cryptocurrency market. NVIDIA makes a lot of its money off gaming PCs and crypto mining; its bread and butter clients suffering will of course lead to its own sales taking a hit.It’s pretty much a foregone conclusion that NVIDIA’s sales and earnings will decline in the fourth quarter. The company guided for severe declines in both, so any positive growth in either metric is extremely unlikely. The question is whether NVDA’s fundamentals will decline by as much as analysts expect. The stock market is a forward looking discounting mechanism that values assets based on their future expected cash flows. If a stock beats expectations, it should theoretically rise even if the year over year change in fundamentals is negative. In this article I’ll take a look at what analysts are expecting from NVIDIA’s fourth quarter earnings, and what impact it could have on the stock price.My Earnings Calculation For NVIDIAIn an effort to determine NVIDIA’s likely Q4 earnings, I put together an estimate based on management’s guidance, which it released in its previous quarterly report. Here’s what NVIDIA's management is expecting:$6 billion in revenue.A 63.2% gross margin.$2.56 billion in operating expenses.$40 million in other comprehensive income (“OCI”).A 9% tax rate.Based on the numbers above, I calculate that NVIDIA will earn $1.157 billion in fourth quarter net income. Here’s how I break that down:A 63.2% gross margin on $6 billion is $3.792 billion in gross profit.Subtract $2.56 billion in operating expenses and you get to $1.232 billion in EBIT.Add $40 million in OCI and you’re up to $1.272 billion in pre-tax income.A 9% tax on $1.272 billion is $114 million.This yields $1.157 billion in net income.NVIDIA earned $3 billion in the fourth quarter of 2021, so we’re looking at a 61.4% decline in earnings here. However, this is just going off of NVIDIA’s guidance, which was published in a November 16 earnings release. Possibly, things changed in the time between that date and the end of the quarter. So, let’s take a look at the things that might have changed.BuybacksSo far, my calculations argue for a slightly larger decline in NVIDIA’s earnings than what analysts expect. I worked out $1.157 billion in GAAP net income, down 61.4%. Analysts are expecting $0.47 in GAAP EPS, down 60%. These figures are pretty close but not identical.One possible cause for analysts expecting a smaller decline than I’ve calculated is buybacks. My net income projection translates to $0.46 in EPS, using last quarter’s share count. A few billion dollars' worth of buybacks would push EPS above $0.47. So, we need to know whether NVIDIA did indeed do buybacks in the fourth quarter.This is pretty difficult to determine. We know that NVIDIA authorized $15 billion worth of buybacks through to the end of 2023. Since then, NVDA has done $7.19 billion worth of repurchases: $3.75 billion last quarter, and $3.44 billion in the quarter before that. So, we’ve got $7.81 billion worth of authorized buybacks still remaining. If half that amount of stock ($3.9 billion worth) were repurchased, then GAAP EPS would beat analysts’ forecasts. Most likely, NVIDIA will do some kind of buyback, as it has authorized one already. We don’t know how big it will be, but we know it’s likely to happen. Given this, it’s actually quite possible that NVIDIA will beat analyst estimates when its earnings come out tomorrow. But if there’s weakness on the revenue front, then the release could miss expectations. So, let’s look at the factors likely to have impacted NVIDIA’s revenue in the fourth quarter.GamingNVIDIA is best known as a supplier of graphics cards to the PC gaming industry. Its business has diversified beyond this niche, but it’s still a big part of the company’s overall picture. So, how did gaming do in Q4?We know that Activision Blizzard(ATVI) delivered positive revenue growth and beat revenue estimates in Q4. That’s a good sign. However, ATVI sells games across both PCs and consoles, and only PC sales are relevant to NVIDIA: console manufacturers use AMD(AMD) graphics cards.According to various sources, PC game sales declined in 2022. PC Games Insider reported that EU sales fell 7.1%, while The Verge reported that U.S. sales fell 5.1%. The Verge also reported that AMD’s GPU sales fell 7% in the fourth quarter. NVIDIA’s $6 billion revenue guidance represents a 21% decline from the year-ago quarter. That’s worse than the decline in the PC gaming market, so we need to look elsewhere in NVIDIA’s business for indications as to how its Q4 revenue will turn out.CryptoOne place to look is crypto mining. In many ways, the crypto market was in the gutter in Q4. Bitcoin’s price was down, sustainable energy usage was down, and miners were selling their positions rather than holding them. The overall picture looks to have been a bad one. However, a Crypto Slate article claimed that “more miners joined the network” in Q4. If that’s the case, then there might have actually been an increase in crypto GPUs purchased from NVIDIA.Data CenterOne thing we know for sure is that data center revenue declined a lot last quarter. We can infer that from the fact that AMD’s “client processor” (i.e. server or data center) revenue declined 51%. These trends tend to be very consistent across companies, so we’d expect NVIDIA’s data center numbers to look like AMD’s.On a more positive note, AI chatbots like OpenAI’s ChatGPT run tens of thousands of NVIDIA GPUs, and that number will only increase as AI ramps up. There is some potential for NVIDIA to make money off AI in the coming year. However, the ChatGPT phenomenon hit fairly late in the fourth quarter, so we wouldn’t expect it to make a big impact on the upcoming release.To summarize, we’ve got PC GPU sales down 7% across the industry, data center sales down 51% at AMD, and too little information to draw a conclusion about crypto mining. Taken together, these numbers are consistent with NVIDIA’s forecast of a 21% revenue decline. So, I’m expecting NVIDIA’s revenue to be in-line with estimates.Will NVDA's Q4 Earnings Beat Expectations?Having looked at NVIDIA’s revenue picture, it’s time to return to the larger question about EPS. Basically, I expect revenue to be in line with estimates. I’m also expecting $1.157 billion in Q4 net income. If we assume that NVIDIA does another $3 billion buyback in Q4, then we get to $0.47 in earnings per share–in-line with analyst estimates. Here’s how the math on that works:NVDA shares were at an average level of about $140 in Q4.$3 billion buys you 21,428,571 NVIDIA shares at $140.This reduces shares outstanding from 2.499 billion to 2.477 billion.$1.157 billion divided by 2.477 billion is approximately $0.47–exactly what analysts are expecting.So, my forecast for NVIDIA’s upcoming earnings release is identical to the analyst consensus on both the top and bottom lines. I am expecting what the markets are expecting.The Bottom LineLooking at all relevant factors, I expect NVIDIA’s revenue to be in line with estimates, and its earnings to be either in line or a slight miss. If NVIDIA does another $3 billion buyback, then EPS will hit the analyst consensus. If it does no buyback, then it will miss by about $0.01. All of this assumes, of course, that NVIDIA’s guidance was accurate. If the guidance was way off, then the numbers could be totally different from what I’m estimating here. However, I see no indication that the revenue figure should be off.What should investors take from this information?If anything, they should see it as a sign that not much interesting will happen after tomorrow’s release. My estimates suggest that the stock won’t move a whole lot after earnings. One thing that investors might want to watch out for is a disappointing buyback. If NVIDIA buys back no stock, then EPS will probably miss the $0.47 analyst consensus by $0.01. That’s not a very wide miss but the disappointment in there being no buyback could trigger some selling. Trading based on such sentiment has little to do with fundamentals, though. For this reason, I consider NVIDIA stock a clear ‘hold,’ neither a buy nor a sell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957028323,"gmtCreate":1676797467862,"gmtModify":1676797473020,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Terra?! Is that Chatbot stuck in 2020?","listText":"Terra?! Is that Chatbot stuck in 2020?","text":"Terra?! Is that Chatbot stuck in 2020?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957028323","repostId":"1150067923","repostType":4,"repost":{"id":"1150067923","pubTimestamp":1676779057,"share":"https://www.laohu8.com/m/news/1150067923?lang=&edition=full","pubTime":"2023-02-19 11:57","market":"other","language":"en","title":"I Asked ChatGPT for 10 Cryptos to Buy. Here’s What It Recommended","url":"https://stock-news.laohu8.com/highlight/detail?id=1150067923","media":"InvestorPlace","summary":"Artificial intelligence (AI) tool ChatGPThas countless use-cases, and InvestorPlace decided to have ","content":"<html><head></head><body><ul><li>Artificial intelligence (AI) tool <b>ChatGPT</b>has countless use-cases, and <i>InvestorPlace</i> decided to have it recommend high-growth cryptos.</li><li>The model is able to give a list of cryptos to buy, complete with its highlights and weak points for each project.</li><li>ChatGPT also told <i>InvestorPlace</i>its predictions for the coming year in crypto.</li></ul><p>The artificial intelligence (AI) war is on. The rise in popularity among AI image generators like <b>Jasper</b> and <b>DeepAI</b> last year were just the early stages of the much larger boom happening right now. Tools like <b>OpenAI’s</b> ChatGPT have taken the world by storm, for better or for worse. Now, anybody can go to theChatGPT website(when it’s not at capacity) and ask it any question they want. I decided to ask it which cryptos to buy.</p><p>There’s <i>a lot</i> that goes into AI algorithms and programming, so much so that it soars over the head of the layman. It’s these seemingly-unending layers of engineering that allow us to prompt the tool to fix our code, write us stories or explain complex subjects to us. In making investment decisions, the tool works no differently.</p><p>I recently logged onto ChatGPT and asked it to recommend me 10 cryptos to buy based on growth potential. This is the list it gave me:</p><ul><li><b>Ethereum</b>(<b>ETH-USD</b>)</li><li><b>Solana</b>(<b><u>SOL-USD</u></b>)</li><li><b>Polkadot</b>(<b><u>DOT-USD</u></b>)</li><li><b>Avalanche</b>(<b><u>AVAX-USD</u></b>)</li><li><b>Cosmos</b>(<b><u>ATOM-USD</u></b>)</li><li><b>Chainlink</b>(<b><u>LINK-USD</u></b>)</li><li><b>Algorand</b>(<b>ALGO-USD</b>)</li><li><b>Polygon</b>(<b>MATIC-USD</b>)</li><li><b>Terra</b>(<b>LUNA-USD</b>)</li><li><b>Binance Coin</b>(<b>BNB-USD</b>)</li></ul><p><b>ChatGPT Explains Its “Cryptos to Buy” Methodology</b></p><p>ChatGPT’s recommended list of cryptos to buy is pretty interesting. I asked it to explain its methodology a bit, and was surprised to find that the tool utilizes both qualitative and quantitative data in weighing its opinions.</p><p>Unsurprisingly, the first thing ChatGPT used to make its recommendation was quantitative chart analysis — a favorite methodology used by crypto die-hards far and wide:</p><blockquote>“I selected the top 10 cryptocurrencies with the highest market capitalizations, which are generally considered to be the most established and widely adopted cryptocurrencies in the market. From there, I considered their historical performance, looking at factors such as price trends, trading volume and market share to identify which cryptocurrencies have demonstrated strong growth potential over time.”</blockquote><p>What was more interesting was ChatGPT’s use of qualitative data in weighing its picks. The AI says it analyzes each products’ “underlying technology, use cases, adoption and regulatory environment” in making its selections.</p><p><b>ChatGPT Defends Its Picks for Cryptos to Buy</b></p><p>This holistic approach to crypto analysis ensures the AI makes recommendations based less on price momentum and more on strong fundamentals. However, seeing some interesting inclusions (and one very noticeable exclusion), I felt the need to press it more.</p><p>Why Terra? The project has seen complete and utter failure at the hands of poor management in the last year, and its founder has been on the run from the law ever since the original project imploded and bankrupted several companies. ChatGPT admits it could be a lack of information which prompted the pick; indeed, if the tool had data on the project since its mid-May collapse, it would likely have better judgement than to pick a project many consider flawed and unwanted by the community at-large.</p><p>And, of course, why is there no <b>Bitcoin</b>(<b>BTC-USD</b>)? It’s the largest of cryptos, easily the most recognizable and the one which prompted the crypto movement in the first place. It appears that from both quantitative and qualitative standpoints, ChatGPT remains skeptical of Bitcoin’s future:</p><blockquote>“While [Bitcoin] may continue to grow over time, it may not experience the same level of growth as some of the newer cryptocurrencies that are still in the early stages of development. Additionally, Bitcoin’s use case is primarily as a store of value and a digital currency, whereas some of the other cryptocurrencies that I recommended have more specific use cases and potential for growth in specific industries or markets.”</blockquote><p><b>Who Does ChatGPT Expect to Win the Layer-1 Race?</b></p><p>As for the rest of the list of cryptos to buy, investors might be impressed by ChatGPT’s crypto picking abilities. Lots of the other cryptos recommended are wildly popular projects, and they all have great potential for growth. One thing to note is that seven of the ten are primarily layer-1 dapp networks. Binance hosts a BNB Chain alongside its exchange platform, making for a total of eight.</p><p>With this in mind, I was interested in hearing ChatGPT’s take on the battle between layer-1 networks to compete with and potentially overtake Ethereum. It positions Solana, Polkadot and Avalanche as three of the most likely projects to surpass Ethereum in the coming years.</p><p>Solana, it says, has an edge due to its low cost and high scalability, but notes a downside in its “proof of history” consensus mechanism being nascent and untested as opposed to proof of stake. Meanwhile, the AI praises Polkadot’s interoperability, but acknowledges the project’s governance structure “could lead to potential centralization issues in the future.”</p><p>Regarding Avalanche, the program speaks highly of its own unique consensus. But, it acknowledges the drawback that like Solana, it is unproven, and like Polkadot, it could lead to higher centralization.</p><p>In all, the AI provides some very nuanced takes on each project. I am quite impressed by the depth at which ChatGPT analyzes these investments, and many other investors likely feel the same. However, the drawbacks are quite clear, as it seems to lack the most up-to-date information on each project. In a market where news moves exceptionally fast and projects can soar or tank in minutes, this is a major fault line in the tool.</p><p>For this, the AI is very careful to respond to each question with the ever-popular crypto catchphrase of “do your own research.” For example, it stated, “Conduct your own research and consider all available information, including any potential risks and challenges, before making any investment decisions.” When pressed on whether or not asking the tool these questions <i>was</i> doing my own research, it pointed me to speak with investing professionals before buying any of its recommendations.</p><p><b>What Does ChatGPT See for the Future of Crypto?</b></p><p>Obviously, ChatGPT has a robust set of data on the cryptocurrency world. And, it can pick from this pool of data to give some insightful opinions on individual projects. Before logging off to free up capacity for other curious users, I had to hear the AI’s predictions for the future of crypto.</p><p>The model assumes a fairly positive outlook for the crypto market in 2023. It predicts an overall-bullish trajectory for the industry, primarily due to the increasing adoption of crypto and blockchain technology by institutions. “We have seen more and more companies and financial institutions embrace cryptocurrencies as a legitimate asset class, and this trend is expected to continue.” It also gives credit to the increasing functionality of new projects as a reason to believe more investors will enter into the space.</p><p>Moreover, the model has a more optimistic take on regulations than many may care to admit. Indeed, while the Securities &amp; Exchange Commission, the U.S. Department of the Treasury, the European Union and countless others crack down on projects, the AI argues this is good news. It says these regulators are “providing greater clarity and legitimacy to the market, which could in turn drive increased adoption.” This, it contends, would then put pressure on regulators to provide clearer guidance to facilitate the entry of more projects onto the market.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>I Asked ChatGPT for 10 Cryptos to Buy. Here’s What It Recommended</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\">\nI Asked ChatGPT for 10 Cryptos to Buy. Here’s What It Recommended\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-19 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/02/i-asked-chatgpt-for-10-cryptos-to-buy-heres-what-it-recommended/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence (AI) tool ChatGPThas countless use-cases, and InvestorPlace decided to have it recommend high-growth cryptos.The model is able to give a list of cryptos to buy, complete with ...</p>\n\n<a href=\"https://investorplace.com/2023/02/i-asked-chatgpt-for-10-cryptos-to-buy-heres-what-it-recommended/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2023/02/i-asked-chatgpt-for-10-cryptos-to-buy-heres-what-it-recommended/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150067923","content_text":"Artificial intelligence (AI) tool ChatGPThas countless use-cases, and InvestorPlace decided to have it recommend high-growth cryptos.The model is able to give a list of cryptos to buy, complete with its highlights and weak points for each project.ChatGPT also told InvestorPlaceits predictions for the coming year in crypto.The artificial intelligence (AI) war is on. The rise in popularity among AI image generators like Jasper and DeepAI last year were just the early stages of the much larger boom happening right now. Tools like OpenAI’s ChatGPT have taken the world by storm, for better or for worse. Now, anybody can go to theChatGPT website(when it’s not at capacity) and ask it any question they want. I decided to ask it which cryptos to buy.There’s a lot that goes into AI algorithms and programming, so much so that it soars over the head of the layman. It’s these seemingly-unending layers of engineering that allow us to prompt the tool to fix our code, write us stories or explain complex subjects to us. In making investment decisions, the tool works no differently.I recently logged onto ChatGPT and asked it to recommend me 10 cryptos to buy based on growth potential. This is the list it gave me:Ethereum(ETH-USD)Solana(SOL-USD)Polkadot(DOT-USD)Avalanche(AVAX-USD)Cosmos(ATOM-USD)Chainlink(LINK-USD)Algorand(ALGO-USD)Polygon(MATIC-USD)Terra(LUNA-USD)Binance Coin(BNB-USD)ChatGPT Explains Its “Cryptos to Buy” MethodologyChatGPT’s recommended list of cryptos to buy is pretty interesting. I asked it to explain its methodology a bit, and was surprised to find that the tool utilizes both qualitative and quantitative data in weighing its opinions.Unsurprisingly, the first thing ChatGPT used to make its recommendation was quantitative chart analysis — a favorite methodology used by crypto die-hards far and wide:“I selected the top 10 cryptocurrencies with the highest market capitalizations, which are generally considered to be the most established and widely adopted cryptocurrencies in the market. From there, I considered their historical performance, looking at factors such as price trends, trading volume and market share to identify which cryptocurrencies have demonstrated strong growth potential over time.”What was more interesting was ChatGPT’s use of qualitative data in weighing its picks. The AI says it analyzes each products’ “underlying technology, use cases, adoption and regulatory environment” in making its selections.ChatGPT Defends Its Picks for Cryptos to BuyThis holistic approach to crypto analysis ensures the AI makes recommendations based less on price momentum and more on strong fundamentals. However, seeing some interesting inclusions (and one very noticeable exclusion), I felt the need to press it more.Why Terra? The project has seen complete and utter failure at the hands of poor management in the last year, and its founder has been on the run from the law ever since the original project imploded and bankrupted several companies. ChatGPT admits it could be a lack of information which prompted the pick; indeed, if the tool had data on the project since its mid-May collapse, it would likely have better judgement than to pick a project many consider flawed and unwanted by the community at-large.And, of course, why is there no Bitcoin(BTC-USD)? It’s the largest of cryptos, easily the most recognizable and the one which prompted the crypto movement in the first place. It appears that from both quantitative and qualitative standpoints, ChatGPT remains skeptical of Bitcoin’s future:“While [Bitcoin] may continue to grow over time, it may not experience the same level of growth as some of the newer cryptocurrencies that are still in the early stages of development. Additionally, Bitcoin’s use case is primarily as a store of value and a digital currency, whereas some of the other cryptocurrencies that I recommended have more specific use cases and potential for growth in specific industries or markets.”Who Does ChatGPT Expect to Win the Layer-1 Race?As for the rest of the list of cryptos to buy, investors might be impressed by ChatGPT’s crypto picking abilities. Lots of the other cryptos recommended are wildly popular projects, and they all have great potential for growth. One thing to note is that seven of the ten are primarily layer-1 dapp networks. Binance hosts a BNB Chain alongside its exchange platform, making for a total of eight.With this in mind, I was interested in hearing ChatGPT’s take on the battle between layer-1 networks to compete with and potentially overtake Ethereum. It positions Solana, Polkadot and Avalanche as three of the most likely projects to surpass Ethereum in the coming years.Solana, it says, has an edge due to its low cost and high scalability, but notes a downside in its “proof of history” consensus mechanism being nascent and untested as opposed to proof of stake. Meanwhile, the AI praises Polkadot’s interoperability, but acknowledges the project’s governance structure “could lead to potential centralization issues in the future.”Regarding Avalanche, the program speaks highly of its own unique consensus. But, it acknowledges the drawback that like Solana, it is unproven, and like Polkadot, it could lead to higher centralization.In all, the AI provides some very nuanced takes on each project. I am quite impressed by the depth at which ChatGPT analyzes these investments, and many other investors likely feel the same. However, the drawbacks are quite clear, as it seems to lack the most up-to-date information on each project. In a market where news moves exceptionally fast and projects can soar or tank in minutes, this is a major fault line in the tool.For this, the AI is very careful to respond to each question with the ever-popular crypto catchphrase of “do your own research.” For example, it stated, “Conduct your own research and consider all available information, including any potential risks and challenges, before making any investment decisions.” When pressed on whether or not asking the tool these questions was doing my own research, it pointed me to speak with investing professionals before buying any of its recommendations.What Does ChatGPT See for the Future of Crypto?Obviously, ChatGPT has a robust set of data on the cryptocurrency world. And, it can pick from this pool of data to give some insightful opinions on individual projects. Before logging off to free up capacity for other curious users, I had to hear the AI’s predictions for the future of crypto.The model assumes a fairly positive outlook for the crypto market in 2023. It predicts an overall-bullish trajectory for the industry, primarily due to the increasing adoption of crypto and blockchain technology by institutions. “We have seen more and more companies and financial institutions embrace cryptocurrencies as a legitimate asset class, and this trend is expected to continue.” It also gives credit to the increasing functionality of new projects as a reason to believe more investors will enter into the space.Moreover, the model has a more optimistic take on regulations than many may care to admit. Indeed, while the Securities & Exchange Commission, the U.S. Department of the Treasury, the European Union and countless others crack down on projects, the AI argues this is good news. It says these regulators are “providing greater clarity and legitimacy to the market, which could in turn drive increased adoption.” This, it contends, would then put pressure on regulators to provide clearer guidance to facilitate the entry of more projects onto the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954152317,"gmtCreate":1676142689739,"gmtModify":1676142695372,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Lol that explains why price dropped.","listText":"Lol that explains why price dropped.","text":"Lol that explains why price dropped.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954152317","repostId":"2310667052","repostType":2,"repost":{"id":"2310667052","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1676079465,"share":"https://www.laohu8.com/m/news/2310667052?lang=&edition=full","pubTime":"2023-02-11 09:37","market":"us","language":"en","title":"Google Cautions Against \"Hallucinating\" Chatbots","url":"https://stock-news.laohu8.com/highlight/detail?id=2310667052","media":"Reuters","summary":"(Reuters) - The boss of Google's search engine warned against the pitfalls of artificial intelligenc","content":"<html><head></head><body><p>(Reuters) - The boss of Google&#39;s search engine warned against the pitfalls of artificial intelligence in chatbots in a newspaper interview published on Saturday, as Google parent company Alphabet battles to compete with blockbuster app ChatGPT.</p><p>&#34;This kind of artificial intelligence we&#39;re talking about right now can sometimes lead to something we call hallucination,&#34; Prabhakar Raghavan, senior vice president at Google and head of Google Search, told Germany&#39;s Welt am Sonntag newspaper.</p><p>&#34;This then expresses itself in such a way that a machine provides a convincing but completely made-up answer,&#34; Raghavan said in comments published in German. One of the fundamental tasks, he added, was keeping this to a minimum.</p><p>Google has been on the back foot after OpenAI, a startup Microsoft    is backing with around $10 billion, in November introduced ChatGPT, which has since wowed users with its strikingly human-like responses to user queries.</p><p>Alphabet Inc introduced Bard, its own chatbot, earlier this week, but the software shared inaccurate information in a promotional video in a gaffe that cost the company $100 billion in market value on Wednesday.</p><p>Alphabet, which is still conducting user testing on Bard, has not yet indicated when the app could go public.</p><p>&#34;We obviously feel the urgency, but we also feel the great responsibility,&#34; Raghavan said. &#34;We certainly don&#39;t want to mislead the public.&#34;</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>Google Cautions Against \"Hallucinating\" Chatbots</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 Cautions Against \"Hallucinating\" Chatbots\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-11 09:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The boss of Google&#39;s search engine warned against the pitfalls of artificial intelligence in chatbots in a newspaper interview published on Saturday, as Google parent company Alphabet battles to compete with blockbuster app ChatGPT.</p><p>&#34;This kind of artificial intelligence we&#39;re talking about right now can sometimes lead to something we call hallucination,&#34; Prabhakar Raghavan, senior vice president at Google and head of Google Search, told Germany&#39;s Welt am Sonntag newspaper.</p><p>&#34;This then expresses itself in such a way that a machine provides a convincing but completely made-up answer,&#34; Raghavan said in comments published in German. One of the fundamental tasks, he added, was keeping this to a minimum.</p><p>Google has been on the back foot after OpenAI, a startup Microsoft    is backing with around $10 billion, in November introduced ChatGPT, which has since wowed users with its strikingly human-like responses to user queries.</p><p>Alphabet Inc introduced Bard, its own chatbot, earlier this week, but the software shared inaccurate information in a promotional video in a gaffe that cost the company $100 billion in market value on Wednesday.</p><p>Alphabet, which is still conducting user testing on Bard, has not yet indicated when the app could go public.</p><p>&#34;We obviously feel the urgency, but we also feel the great responsibility,&#34; Raghavan said. &#34;We certainly don&#39;t want to mislead the public.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310667052","content_text":"(Reuters) - The boss of Google's search engine warned against the pitfalls of artificial intelligence in chatbots in a newspaper interview published on Saturday, as Google parent company Alphabet battles to compete with blockbuster app ChatGPT.\"This kind of artificial intelligence we're talking about right now can sometimes lead to something we call hallucination,\" Prabhakar Raghavan, senior vice president at Google and head of Google Search, told Germany's Welt am Sonntag newspaper.\"This then expresses itself in such a way that a machine provides a convincing but completely made-up answer,\" Raghavan said in comments published in German. One of the fundamental tasks, he added, was keeping this to a minimum.Google has been on the back foot after OpenAI, a startup Microsoft    is backing with around $10 billion, in November introduced ChatGPT, which has since wowed users with its strikingly human-like responses to user queries.Alphabet Inc introduced Bard, its own chatbot, earlier this week, but the software shared inaccurate information in a promotional video in a gaffe that cost the company $100 billion in market value on Wednesday.Alphabet, which is still conducting user testing on Bard, has not yet indicated when the app could go public.\"We obviously feel the urgency, but we also feel the great responsibility,\" Raghavan said. \"We certainly don't want to mislead the public.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955525981,"gmtCreate":1675587011744,"gmtModify":1676539008587,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Don't make ppl sad leh haha..","listText":"Don't make ppl sad leh haha..","text":"Don't make ppl sad leh haha..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955525981","repostId":"1164990710","repostType":4,"repost":{"id":"1164990710","pubTimestamp":1675567134,"share":"https://www.laohu8.com/m/news/1164990710?lang=&edition=full","pubTime":"2023-02-05 11:18","market":"us","language":"en","title":"Sea Limited: Adding Here May Burn - Let The Rally Fade","url":"https://stock-news.laohu8.com/highlight/detail?id=1164990710","media":"Seeking Alpha","summary":"SummarySE stock has rallied tremendously by 77.1% from the November bottom, breaking the previous De","content":"<html><head></head><body><h2>Summary</h2><ul><li>SE stock has rallied tremendously by 77.1% from the November bottom, breaking the previous December and January resistance levels in the $60s.</li><li>There is a good chance that the next resistance in the $80s may be broken soon. However, the sustainability of the rally depends on management&#39;s guidance moving forward.</li><li>At these levels of optimism, investors would be well-advised to exercise some caution before adding the not-yet-profitable e-commerce/gaming giant based in Southeast Asia.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7e94236f2b4e70eb1c327c8e803a9ea\" tg-width=\"1080\" tg-height=\"608\" width=\"100%\" height=\"auto\"/><span>rasslava/iStock via Getty Images</span></p><p><b>Investment Thesis</b></p><p>While Sea Limited (NYSE:SE) lowered its FY2022 game bookings guidance to between $2.6B and $2.8B, we were not overly concerned yet, since it only implied a -10% decline at the midpoint from the original guidance of between $2.9B and $3.1B. In addition, most of the decline was attributed to the projected downtrend in Q4, as the company had reported a stellar $2.2B of bookings YTD.</p><p>It is important to highlight that reduced discretionary spending is natural during a time of uncertain macroeconomic outlook and rising inflationary pressures. The pessimism similarly impacts many other companies, especially ones in the e-commerce and gaming segments.</p><p>For now, we were encouraged by the SE management&#39;s prudent choice to reduce its headcount by -10% in H2&#39;22, while similarly tightening its capex moving forward. These suggested the much-needed pivot froma growth-at-all-cost strategy to prioritizing profitability and business sustainability moving forward. Forrest Li, CEO of SE, said:</p><blockquote>Our number one objective for the next 12-18 months is achieving self-sufficiency. This means achieving positive cashflow as soon as we can. (theinformation.com)</blockquote><p>While it remains to be seen when SE expects to achieve break-even, market analysts are already expecting an optimistic adj. profitability from FY2024 onwards, with adj. EPS of $0.34 and FCF generation of $639.52M. In addition, its projected top-line growth remains more than decent at a CAGR of 18.2% at the same time.</p><p>We expect SE&#39;s e-commerce segment to continue being an excellent top-line driver moving forward, as Shopee proved to be the largest and most popular online marketplace in Southeast Asia by January 2023, with 342.8M monthly visits compared to Tokopedia, in second place at 137.3M.</p><p>While these numbers might not appear impressive against Amazon&#39;s (AMZN) 2.7B monthly visits in December 2022, we must also highlight that the Southeast Asia region only comprised a population of 685.6M, compared to the global population of 8.01B. Therefore, with a market-leading penetration in eleven countries, SE appeared to be better entrenched in the region it focuses on, against AMZN&#39;s presence in over 100 countries at the same time. Notably, the Southeast Asian region boasted anexcellent e-commerce penetration at 20%, against the US at 14.8% and China at 47%.</p><p>Therefore, it was no wonder that SE recorded a stellar e-commerce GMV of $55.5B YTD (+25.2% YoY), while similarly expanding its e-commerce revenue to $5.1B YTD (+45.7% YoY). Notably, its marketplace revenue has proven to be the backbone of the company with $4.4B (+57.1% YoY) in revenue contribution YTD, comprising 48.8% of its total sales thus far.</p><p>On the other hand, SE&#39;s gaming segment proved to be a bottom-line driver, with $1.05B of adj. EBITDA contribution YTD, supporting the cash-burning e-commerce segment. While the reduced booking guidance might be a concern, the company continued to boast a war chest of cash/investments of $7.29B in the latest quarter.</p><p>Despite the worsening macroeconomic, SE investors likely need not worry about its immediate liquidity since only $31.3M of its 2023 Notes and $152M of its 2024 Notes remained outstanding as of April 2022, with no further updates offered in quarterly reports. As a result, the company has plenty of time to achieve its positive cash flow over the next two years, with the remaining long-term debts of $3.97B staggered through 2026.</p><p>All of these point to a robust case for SE to moderately recover moving forward, especially once it achieves break-even by hopefully sometime in 2023 and profitability from 2024 onwards. Naturally, this recovery is also assuming that management delivers decent forward guidance.</p><p><b>So, Is SE Stock A Buy, Sell, or Hold?</b></p><p><b>SE 1Y Stock Price</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a4bfa6d59eb32ab3d5d0b476fef17d5\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Trading View</span></p><p>Based on the stock action thus far, SE has rallied tremendously by 77.1% from the November bottom, breaking the previous December and January resistance levels in the $60s. Given Powell&#39;s dovish commentary in the recent Fed meeting, there is a good chance that the stock may further recover to test the June and August resistance levels of ~$85 in our view.</p><p>These mirror the consensus price target of $88 as well, suggesting a 17.2% upside potential from current levels. Depending on individual investors&#39; risk tolerance, one may consider nibbling here if it consequently lowers their dollar cost average.</p><p>Based on its peer&#39;s NTM EV/ Revenues of 2.18x for AMZN (3.5x normalized) and 5.33x for MercadoLibre (MELI) (12x normalized), we may see SE moderately recover from the current NTM EV/ Revenues of 3x to its normalized levels of 5x by 2024, significantly aided by its leading market share in Southeast Asia. For this reason, we think it is not overly bullish to assume a target in the $100s for the SE stock price then.</p><p>On the other hand, we must highlight that the SE stock is trading above its 50-day moving averages, while recording a notable short interest of 7.25% at the time of writing. As a result, portfolios should also be sized appropriately in the event of volatility, since the Fed&#39;s optimism may soon be digested differently, as witnessed after the previous meeting in December 2022.</p><p>As a result, we prefer to rate the SE stock as a Hold for now. Investors would be well advised to wait for a $50s entry point for an improved margin of safety and better long-term prospects for portfolio growth. Do not chase this rally.</p><p><i>This article is written by Juxtaposed Ideas for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Adding Here May Burn - Let The Rally Fade</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\">\nSea Limited: Adding Here May Burn - Let The Rally Fade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-05 11:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575216-sea-limited-adding-here-may-burn-let-the-rally-fade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySE stock has rallied tremendously by 77.1% from the November bottom, breaking the previous December and January resistance levels in the $60s.There is a good chance that the next resistance in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575216-sea-limited-adding-here-may-burn-let-the-rally-fade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4575216-sea-limited-adding-here-may-burn-let-the-rally-fade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164990710","content_text":"SummarySE stock has rallied tremendously by 77.1% from the November bottom, breaking the previous December and January resistance levels in the $60s.There is a good chance that the next resistance in the $80s may be broken soon. However, the sustainability of the rally depends on management's guidance moving forward.At these levels of optimism, investors would be well-advised to exercise some caution before adding the not-yet-profitable e-commerce/gaming giant based in Southeast Asia.rasslava/iStock via Getty ImagesInvestment ThesisWhile Sea Limited (NYSE:SE) lowered its FY2022 game bookings guidance to between $2.6B and $2.8B, we were not overly concerned yet, since it only implied a -10% decline at the midpoint from the original guidance of between $2.9B and $3.1B. In addition, most of the decline was attributed to the projected downtrend in Q4, as the company had reported a stellar $2.2B of bookings YTD.It is important to highlight that reduced discretionary spending is natural during a time of uncertain macroeconomic outlook and rising inflationary pressures. The pessimism similarly impacts many other companies, especially ones in the e-commerce and gaming segments.For now, we were encouraged by the SE management's prudent choice to reduce its headcount by -10% in H2'22, while similarly tightening its capex moving forward. These suggested the much-needed pivot froma growth-at-all-cost strategy to prioritizing profitability and business sustainability moving forward. Forrest Li, CEO of SE, said:Our number one objective for the next 12-18 months is achieving self-sufficiency. This means achieving positive cashflow as soon as we can. (theinformation.com)While it remains to be seen when SE expects to achieve break-even, market analysts are already expecting an optimistic adj. profitability from FY2024 onwards, with adj. EPS of $0.34 and FCF generation of $639.52M. In addition, its projected top-line growth remains more than decent at a CAGR of 18.2% at the same time.We expect SE's e-commerce segment to continue being an excellent top-line driver moving forward, as Shopee proved to be the largest and most popular online marketplace in Southeast Asia by January 2023, with 342.8M monthly visits compared to Tokopedia, in second place at 137.3M.While these numbers might not appear impressive against Amazon's (AMZN) 2.7B monthly visits in December 2022, we must also highlight that the Southeast Asia region only comprised a population of 685.6M, compared to the global population of 8.01B. Therefore, with a market-leading penetration in eleven countries, SE appeared to be better entrenched in the region it focuses on, against AMZN's presence in over 100 countries at the same time. Notably, the Southeast Asian region boasted anexcellent e-commerce penetration at 20%, against the US at 14.8% and China at 47%.Therefore, it was no wonder that SE recorded a stellar e-commerce GMV of $55.5B YTD (+25.2% YoY), while similarly expanding its e-commerce revenue to $5.1B YTD (+45.7% YoY). Notably, its marketplace revenue has proven to be the backbone of the company with $4.4B (+57.1% YoY) in revenue contribution YTD, comprising 48.8% of its total sales thus far.On the other hand, SE's gaming segment proved to be a bottom-line driver, with $1.05B of adj. EBITDA contribution YTD, supporting the cash-burning e-commerce segment. While the reduced booking guidance might be a concern, the company continued to boast a war chest of cash/investments of $7.29B in the latest quarter.Despite the worsening macroeconomic, SE investors likely need not worry about its immediate liquidity since only $31.3M of its 2023 Notes and $152M of its 2024 Notes remained outstanding as of April 2022, with no further updates offered in quarterly reports. As a result, the company has plenty of time to achieve its positive cash flow over the next two years, with the remaining long-term debts of $3.97B staggered through 2026.All of these point to a robust case for SE to moderately recover moving forward, especially once it achieves break-even by hopefully sometime in 2023 and profitability from 2024 onwards. Naturally, this recovery is also assuming that management delivers decent forward guidance.So, Is SE Stock A Buy, Sell, or Hold?SE 1Y Stock PriceTrading ViewBased on the stock action thus far, SE has rallied tremendously by 77.1% from the November bottom, breaking the previous December and January resistance levels in the $60s. Given Powell's dovish commentary in the recent Fed meeting, there is a good chance that the stock may further recover to test the June and August resistance levels of ~$85 in our view.These mirror the consensus price target of $88 as well, suggesting a 17.2% upside potential from current levels. Depending on individual investors' risk tolerance, one may consider nibbling here if it consequently lowers their dollar cost average.Based on its peer's NTM EV/ Revenues of 2.18x for AMZN (3.5x normalized) and 5.33x for MercadoLibre (MELI) (12x normalized), we may see SE moderately recover from the current NTM EV/ Revenues of 3x to its normalized levels of 5x by 2024, significantly aided by its leading market share in Southeast Asia. For this reason, we think it is not overly bullish to assume a target in the $100s for the SE stock price then.On the other hand, we must highlight that the SE stock is trading above its 50-day moving averages, while recording a notable short interest of 7.25% at the time of writing. As a result, portfolios should also be sized appropriately in the event of volatility, since the Fed's optimism may soon be digested differently, as witnessed after the previous meeting in December 2022.As a result, we prefer to rate the SE stock as a Hold for now. Investors would be well advised to wait for a $50s entry point for an improved margin of safety and better long-term prospects for portfolio growth. Do not chase this rally.This article is written by Juxtaposed Ideas for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955646802,"gmtCreate":1675413494007,"gmtModify":1676539000818,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Aiyo dropping again.","listText":"Aiyo dropping again.","text":"Aiyo dropping again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955646802","repostId":"1108201730","repostType":4,"repost":{"id":"1108201730","pubTimestamp":1675406680,"share":"https://www.laohu8.com/m/news/1108201730?lang=&edition=full","pubTime":"2023-02-03 14:44","market":"us","language":"en","title":"NIO Releases Official Incentive Package After Wide Discussion Over Reported Big Discounts","url":"https://stock-news.laohu8.com/highlight/detail?id=1108201730","media":"CnEVPost","summary":"In the package, NIO details the discounts it is offering for models due for a changeover, stock car ","content":"<html><head></head><body><ul><li>In the package, NIO details the discounts it is offering for models due for a changeover, stock car discounts and cash discounts for NT 2.0 platform models.</li></ul><p><a href=\"https://laohu8.com/S/NIO\">NIO</a> has released its official purchase discount package, with an executive again clarifying yesterday&#39;s media report after local media said the company was offering discounts of up to 100,000 yuan ($14,900).</p><p>The company&#39;s program released today includes subsidies for the purchase of its NT 1.0 platform models, additional discounts for stock vehicles and a small cash discount for the purchase of NT 2.0 platform models.</p><p>NIO is currently delivering models including the old ES8, ES6 and EC6 based on the NT 1.0 platform, and the ES7, ET7 and ET5 based on the NT 2.0 platform.</p><p>It launched two new models -- the EC7 coupe SUV and the new ES8 -- on NIO Day 2022, held on December 24, 2022, with deliveries to begin in May and June 2023, respectively.</p><p>For consumers who purchase the 2022 ES8, ES6, and EC6, they will receive the same amount of subsidies from NIO as the 2022 national subsidy if they lock in orders during this month.</p><p>China&#39;s new energy vehicle (NEV) support policies in 2022 included a national purchase subsidy as well as a purchase tax exemption. Both policies expired at the end of 2022, but the latter has been renewed until the end of 2023 and the former has not been renewed.</p><p>For individual consumers, they will receive a subsidy of RMB 11,340 for NIO models with 75-kWh battery packs and RMB 12,600 for 100-kWh packs.</p><p>For corporate customers, the subsidies are RMB 7,938 and RMB 8,820, respectively, which are both 70 percent of the amount available to individual consumers.</p><p>This is in line with the program announced by NIO on November 2, although the previous one was valid until December 31.</p><p>In addition, some city governments are offering subsidies, such as the Shanghai government&#39;s RMB 10,000 subsidy for those who replace their vehicles with NEVs, while Shanghai&#39;s Jiading district government is offering an additional RMB 20,000 subsidy for local residents to purchase a vehicle, NIO&#39;s program noted.</p><p>For some of the show cars, NIO is offering additional discounts.</p><p>NIO currently has a limited number of 2022 ES8, ES6 and EC6 long-stockage show cars, and consumers can enjoy different discounts when purchasing these vehicles depending on the age of the stock and the condition of the car.</p><p>Consumers who purchase an ES8 show car will receive a cash discount of up to RMB 24,000.</p><p>Consumers who purchase the ES6 and EC6 show cars will receive up to RMB 18,000 cash discount.</p><p>NIO also offers financial benefits for some models.</p><p>Buyers of the 2022 ES8, ES6 and EC6 can enjoy a 3-year interest-free loan program with a down payment starting at 15 percent.</p><p>Consumers who purchase the ET7, ES7 and ET5 can enjoy a 2-year interest-free loan program with a down payment starting at 15 percent.</p><p>The financing cap for ET7 and ES7 is RMB 300,000 and for ET5 is RMB 200,000, NIO noted.</p><p>Consumers who purchase an NIO vehicle this month can also choose a 5-year loan option with a down payment starting at 15 percent and an annualized rate of 1.99 percent.</p><p>For consumers who purchase a vehicle in full cash, NIO is offering additional discounts.</p><p>Consumers who purchase the 2022 ES8, ET7 and ES7 in full cash will receive a RMB 5,000 discount, and for the 2022 ES6, 2022 EC6 and ET5, the amount is RMB 3,000.</p><p>NIO is also offering discounts to encourage consumers to replace their original vehicles of other brands with vehicles from the company.</p><p>Consumers who purchase 2022 ES8, ES6, EC6 at the time of trade-in can receive the NIO Pilot package worth RMB 15,000.</p><p>If they purchase ET7, ES7, they can receive Moon package and orange calipers worth RMB 8,000.</p><p>If they buy ET5 at the time of trade-in, they can get 30,000 NIO Credits worth RMB 3,000 after getting delivery.</p><p>On February 2, local media Jiemian reported that NIO is offering discounts of up to RMB 100,000 ($14,900) on some models to boost sales.</p><p>The report quoted NIO salespeople as saying they have never seen such big discounts, but there are not many such cars available.</p><p>Considering the magnitude of the discounts, the report sparked a wide discussion in the Chinese community after it was published.</p><p>In a subsequent response shared with CnEVPost, NIO said that this is only a discount policy that NIO is offering to consumers for a small number of show cars and stock cars.</p><p>Qin Lihong, co-founder and president of the company, said today that the ES8, ES6 and EC6 are about to receive facelifts, but there are still some show cars and stock cars, so the company is offering some additional discounts.</p><p>However, claims of price cuts across the NIO model lineup are over-interpreted and non-existent.</p><p>&#34;Some voices have stacked up our incentives to come up with a price cut of RMB 100,000, which is inaccurate,&#34; Qin said.</p><p>Qin also mentioned that NIO&#39;s measures to clear its inventory were not widely communicated to consumers in advance in the form of announcements, which is something the company did not do well.</p><p>Previously some NIO sales were a bit hasty in communication, which also needs to get regulated, he said.</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>NIO Releases Official Incentive Package After Wide Discussion Over Reported Big Discounts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Releases Official Incentive Package After Wide Discussion Over Reported Big Discounts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-03 14:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/02/03/nio-releases-official-incentive-package-after-reported-discounts/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the package, NIO details the discounts it is offering for models due for a changeover, stock car discounts and cash discounts for NT 2.0 platform models.NIO has released its official purchase ...</p>\n\n<a href=\"https://cnevpost.com/2023/02/03/nio-releases-official-incentive-package-after-reported-discounts/\">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","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://cnevpost.com/2023/02/03/nio-releases-official-incentive-package-after-reported-discounts/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108201730","content_text":"In the package, NIO details the discounts it is offering for models due for a changeover, stock car discounts and cash discounts for NT 2.0 platform models.NIO has released its official purchase discount package, with an executive again clarifying yesterday's media report after local media said the company was offering discounts of up to 100,000 yuan ($14,900).The company's program released today includes subsidies for the purchase of its NT 1.0 platform models, additional discounts for stock vehicles and a small cash discount for the purchase of NT 2.0 platform models.NIO is currently delivering models including the old ES8, ES6 and EC6 based on the NT 1.0 platform, and the ES7, ET7 and ET5 based on the NT 2.0 platform.It launched two new models -- the EC7 coupe SUV and the new ES8 -- on NIO Day 2022, held on December 24, 2022, with deliveries to begin in May and June 2023, respectively.For consumers who purchase the 2022 ES8, ES6, and EC6, they will receive the same amount of subsidies from NIO as the 2022 national subsidy if they lock in orders during this month.China's new energy vehicle (NEV) support policies in 2022 included a national purchase subsidy as well as a purchase tax exemption. Both policies expired at the end of 2022, but the latter has been renewed until the end of 2023 and the former has not been renewed.For individual consumers, they will receive a subsidy of RMB 11,340 for NIO models with 75-kWh battery packs and RMB 12,600 for 100-kWh packs.For corporate customers, the subsidies are RMB 7,938 and RMB 8,820, respectively, which are both 70 percent of the amount available to individual consumers.This is in line with the program announced by NIO on November 2, although the previous one was valid until December 31.In addition, some city governments are offering subsidies, such as the Shanghai government's RMB 10,000 subsidy for those who replace their vehicles with NEVs, while Shanghai's Jiading district government is offering an additional RMB 20,000 subsidy for local residents to purchase a vehicle, NIO's program noted.For some of the show cars, NIO is offering additional discounts.NIO currently has a limited number of 2022 ES8, ES6 and EC6 long-stockage show cars, and consumers can enjoy different discounts when purchasing these vehicles depending on the age of the stock and the condition of the car.Consumers who purchase an ES8 show car will receive a cash discount of up to RMB 24,000.Consumers who purchase the ES6 and EC6 show cars will receive up to RMB 18,000 cash discount.NIO also offers financial benefits for some models.Buyers of the 2022 ES8, ES6 and EC6 can enjoy a 3-year interest-free loan program with a down payment starting at 15 percent.Consumers who purchase the ET7, ES7 and ET5 can enjoy a 2-year interest-free loan program with a down payment starting at 15 percent.The financing cap for ET7 and ES7 is RMB 300,000 and for ET5 is RMB 200,000, NIO noted.Consumers who purchase an NIO vehicle this month can also choose a 5-year loan option with a down payment starting at 15 percent and an annualized rate of 1.99 percent.For consumers who purchase a vehicle in full cash, NIO is offering additional discounts.Consumers who purchase the 2022 ES8, ET7 and ES7 in full cash will receive a RMB 5,000 discount, and for the 2022 ES6, 2022 EC6 and ET5, the amount is RMB 3,000.NIO is also offering discounts to encourage consumers to replace their original vehicles of other brands with vehicles from the company.Consumers who purchase 2022 ES8, ES6, EC6 at the time of trade-in can receive the NIO Pilot package worth RMB 15,000.If they purchase ET7, ES7, they can receive Moon package and orange calipers worth RMB 8,000.If they buy ET5 at the time of trade-in, they can get 30,000 NIO Credits worth RMB 3,000 after getting delivery.On February 2, local media Jiemian reported that NIO is offering discounts of up to RMB 100,000 ($14,900) on some models to boost sales.The report quoted NIO salespeople as saying they have never seen such big discounts, but there are not many such cars available.Considering the magnitude of the discounts, the report sparked a wide discussion in the Chinese community after it was published.In a subsequent response shared with CnEVPost, NIO said that this is only a discount policy that NIO is offering to consumers for a small number of show cars and stock cars.Qin Lihong, co-founder and president of the company, said today that the ES8, ES6 and EC6 are about to receive facelifts, but there are still some show cars and stock cars, so the company is offering some additional discounts.However, claims of price cuts across the NIO model lineup are over-interpreted and non-existent.\"Some voices have stacked up our incentives to come up with a price cut of RMB 100,000, which is inaccurate,\" Qin said.Qin also mentioned that NIO's measures to clear its inventory were not widely communicated to consumers in advance in the form of announcements, which is something the company did not do well.Previously some NIO sales were a bit hasty in communication, which also needs to get regulated, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955646198,"gmtCreate":1675413466515,"gmtModify":1676539000817,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ouch if it drops to 40.","listText":"Ouch if it drops to 40.","text":"Ouch if it drops to 40.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955646198","repostId":"1119894125","repostType":4,"repost":{"id":"1119894125","pubTimestamp":1675408351,"share":"https://www.laohu8.com/m/news/1119894125?lang=&edition=full","pubTime":"2023-02-03 15:12","market":"us","language":"en","title":"Sea Limited: At Risk Of Becoming Overvalued As Short-Squeeze Grows","url":"https://stock-news.laohu8.com/highlight/detail?id=1119894125","media":"Seekingalpha","summary":"SummaryConsumer technology stocks are rallying again after suffering catastrophic losses last year.S","content":"<html><head></head><body><h3>Summary</h3><ul><li>Consumer technology stocks are rallying again after suffering catastrophic losses last year.</li><li>Singapore&#39;s Sea Limited has risen quickly during the first month of 2023 as value investors race in and short-sellers flee en masse.</li><li>Sea Limited&#39;s ownership of Shopee may spur immense growth over the coming years as the platform secures dominance in Southeast Asian e-commerce.</li><li>Sea Limited&#39;s high operating costs are causing chronic losses, but its strong liquidity allows it to burn cash for years.</li><li>I believe SE is trading at the high end of its fair-value range and would be more bullish on the stock if it were closer to $40.</li></ul><p>2022 was an abysmal year for many smaller growth-oriented technology stocks, with the &#34;benchmark ETF&#34; ARK Innovation (ARKK) losing a staggering ~75% of its value. The years leading up to 2022 saw immense valuation growth in this market segment as many retail investors clamored for high-momentum stocks. At this point, I believe it is fair to say that many small-cap technology stocks experienced a significant bubble from around 2018, culminating in 2021 and bursting last year. Many companies were pulled into this boom and bust cycle; one interesting example is the Asian gaming and technology conglomerate Sea Limited (NYSE:SE). SE tracked the bubble closely and experienced a slight rebound during the first month of 2023. See below:</p><p><img src=\"https://static.tigerbbs.com/8cc68621ecbdd5fb76f53fd058b0f6f2\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"/>While ARRK does not specifically own SE, I believe SE&#39;s &#34;boom and bust&#34; was ultimately tied to the general bubble within smaller consumer technology stocks. In 2020, various factors caused a global surge in (typically) younger retail investor activity, leading to immense speculation on consumer technology companies with little regard to valuation. Unsurprisingly, as I (and many) preemptively warned, the speculative bubble eventually became a bust, causing immense losses as stocks fell back toward more sensible valuations.</p><p>Overall, the 2019-2021 technology bubble pattern is highly similar to that of the late 1990s, reaching the next generation of investors with less experience and were charmed by the allure of technology innovation. While it is true that the 2000s bubble pop saw immense losses, some of the companies that lost 80-90% of their value are now magnitudes higher than they were even at their peak. Examples include Amazon (AMZN), Microsoft (MSFT), Google (GOOGL) (GOOG), and others. Given the recent surge, many investors may wonder if SE&#39;s bear market is over and if it may be poised to become like the US technology giants eventually. That said, some evidence indicates SE&#39;s ongoing rally may be a &#34;dead cat bounce&#34; that proceeds an even more significant decline.</p><h3>Is Sea Limited A Viable Company?</h3><p>Sea Limited is a consumer internet technology conglomerate from Singapore. The company&#39;s primary asset is the game development company Garena, which owns the game Free Fire. More recently, the firm expanded to own Shopee (an &#34;Asian Amazon-like shopping platform&#34;), a payment services firm SeaMoney, and a professional Football club (Lion City Sailors). The company generates most of its gross profits from its digital entertainment segment (Garena), but nearly equal sales from both. Shopee is also quickly growing and is the most popular e-commerce marketplace in Southeast Asia by visits per month.</p><p>I believe Shopee is likely a more considerable opportunity than its digital entertainment segment since that region&#39;s e-commerce market is increasing. Indeed, SE has had solid sales and gross profit growth over recent years without sacrificing margins. That said, it has seen significant debt growth to fuel its aggressive expansion. See below:</p><p><img src=\"https://static.tigerbbs.com/b298df949a877f1f7747571fb73f9e9b\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/>Despite a considerable stock price decline last year, Sea&#39;s sales and gross profits have continued to grow as the company expanded its Shopee segment. The firm is still largely dependent on one game, Free Fire, and sales of that game are slowing. Free Fire was banned in India last year along with many other Chinese-associated apps, likely stemming from increased tensions between India and China. This points to the general risk among Asian technology stocks of being brought into geopolitical regulatory tensions. It seems unlikely that western countries will follow this pattern, but the effort to ban TikTok in the US may indicate this possibility. At any rate, it appears Sea would be wise to focus more extensible on Shopee; fortunately, the company has expanded that platform quite rapidly over the past year.</p><p>Of course, rapid growth has caused Sea&#39;s losses to expand toward a staggering ~$500M per quarter (or $2B per year). These losses are almost entirely due to operating costs. While the firm&#39;s operating costs-to-sales ratio is falling, it will need to decline more quickly for Sea to become profitable. See below:</p><p><img src=\"https://static.tigerbbs.com/fe8228a9119f6819aaa30cf0d2efb280\" tg-width=\"635\" tg-height=\"464\" width=\"100%\" height=\"auto\"/>Generally, a company with stellar growth but no income may not be of value if its liquidity deteriorates too quickly. There is significant competition within the Southeast Asian e-commerce space, so it is sensible that Sea is operating at a loss to try to take market share. The company does have a substantial cash and working capital position, mainly due to share sales during its massive market-capitalization boom, but it only equates to ~ two years of losses. See below:</p><p><img src=\"https://static.tigerbbs.com/38785d6a8b4ac2a017b482b65799832d\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/>Sea&#39;s liquidity position is strong, allowing the company to operate at a loss for a year and possibly much more if its burn rate falls. The company has lost money so quickly that it is not guaranteed to break even soon enough, but if it continues to grow revenue while keeping operating costs in check, it may manage the feat. At this point, I believe Sea may become profitable quickly enough that it does not need to pursue dilutive financing. The company&#39;s business is undoubtedly not stabilized but appears viable and may become very profitable if it secures a more prominent dominant E-commerce position.</p><h3>What is Sea Ltd Worth?</h3><p>In my view, it appears likely that Sea&#39;s digital entertainment business will fade unless it can create a stronger alternative game to Free Fire. However, its payments and retail e-commerce brand will likely continue to experience strong growth and eventual profitability. That said, investors should not assume that SE is worth buying simply because it is viable. The stock is up around 70% from its November low and is valued at nearly $40B - a very high measure to live up to.</p><p>The analyst consensus points toward Sea obtaining annual sales of ~$30B by 2029, just under 3X TTM levels. That is a sensible projection given its historical growth pace and the expansion of the E-commerce segment. If its gross margins remain, around 39% (stabilized) and operating costs-to-sales fall to 30% (from ~55%). Its projected operating margin would be about 9%, giving it a hypothetical operating income of approximately $2.7B. Most likely, that would translate to a net income of about $1.75B.</p><p>Over time, most stable companies have a &#34;P/E&#34; of around 15X; however, due to the time value of money over a 6-7 year period, that ratio is about 30% lower (using a 4% discount rate) on today&#39;s terms or ~11.5X. Since I am using a long-term projected income, its value must be discounted to reflect lost &#34;risk-free&#34; income from Treasury bonds. Of course, Sea may see a rise in cash during this period from operating income. Still, I generally expect its overall cash (from operations) change to be near zero by then, as it may lose more for two-to-three years before turning positive. Thus, I believe SE is worth around $20B today, or roughly 11.5X target &#34;PE&#34; valuation times the projected annual income of ~$1.75B.</p><h3>The Bottom Line</h3><p>This valuation target equates to a target share price of around $37, or nearly half its current price. Interestingly, the stock fell to about that value in November before rising. After its crash, there was significant short interest against the stock, so its ongoing rally may ultimately be tied to a short squeeze or dip-buying activity.</p><p>Overall, I believe SE is potentially overvalued today, but I am not particularly bearish on the stock, nor would I bet against it. While it is true that my price target is well below its current price, a more substantial rise in revenue or improvement in operating cost overhead could bring the firm&#39;s income high enough to justify its current price. Long-term valuations are very sensitive to changes in assumptions. I believe my assumptions represent a fair &#34;base case&#34; scenario, but SE could easily be worth half as much, or twice as more, as my valuation suggests based on a change in assumptions. Thus, I believe SE is trading at the high end of its fair valuation today; so it is not &#34;overvalued&#34; but at risk of becoming overvalued if it rises much further.</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>Sea Limited: At Risk Of Becoming Overvalued As Short-Squeeze Grows</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\">\nSea Limited: At Risk Of Becoming Overvalued As Short-Squeeze Grows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-03 15:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4574855-sea-limited-risk-of-overvalued-as-short-squeeze-grows><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryConsumer technology stocks are rallying again after suffering catastrophic losses last year.Singapore's Sea Limited has risen quickly during the first month of 2023 as value investors race in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4574855-sea-limited-risk-of-overvalued-as-short-squeeze-grows\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4574855-sea-limited-risk-of-overvalued-as-short-squeeze-grows","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1119894125","content_text":"SummaryConsumer technology stocks are rallying again after suffering catastrophic losses last year.Singapore's Sea Limited has risen quickly during the first month of 2023 as value investors race in and short-sellers flee en masse.Sea Limited's ownership of Shopee may spur immense growth over the coming years as the platform secures dominance in Southeast Asian e-commerce.Sea Limited's high operating costs are causing chronic losses, but its strong liquidity allows it to burn cash for years.I believe SE is trading at the high end of its fair-value range and would be more bullish on the stock if it were closer to $40.2022 was an abysmal year for many smaller growth-oriented technology stocks, with the \"benchmark ETF\" ARK Innovation (ARKK) losing a staggering ~75% of its value. The years leading up to 2022 saw immense valuation growth in this market segment as many retail investors clamored for high-momentum stocks. At this point, I believe it is fair to say that many small-cap technology stocks experienced a significant bubble from around 2018, culminating in 2021 and bursting last year. Many companies were pulled into this boom and bust cycle; one interesting example is the Asian gaming and technology conglomerate Sea Limited (NYSE:SE). SE tracked the bubble closely and experienced a slight rebound during the first month of 2023. See below:While ARRK does not specifically own SE, I believe SE's \"boom and bust\" was ultimately tied to the general bubble within smaller consumer technology stocks. In 2020, various factors caused a global surge in (typically) younger retail investor activity, leading to immense speculation on consumer technology companies with little regard to valuation. Unsurprisingly, as I (and many) preemptively warned, the speculative bubble eventually became a bust, causing immense losses as stocks fell back toward more sensible valuations.Overall, the 2019-2021 technology bubble pattern is highly similar to that of the late 1990s, reaching the next generation of investors with less experience and were charmed by the allure of technology innovation. While it is true that the 2000s bubble pop saw immense losses, some of the companies that lost 80-90% of their value are now magnitudes higher than they were even at their peak. Examples include Amazon (AMZN), Microsoft (MSFT), Google (GOOGL) (GOOG), and others. Given the recent surge, many investors may wonder if SE's bear market is over and if it may be poised to become like the US technology giants eventually. That said, some evidence indicates SE's ongoing rally may be a \"dead cat bounce\" that proceeds an even more significant decline.Is Sea Limited A Viable Company?Sea Limited is a consumer internet technology conglomerate from Singapore. The company's primary asset is the game development company Garena, which owns the game Free Fire. More recently, the firm expanded to own Shopee (an \"Asian Amazon-like shopping platform\"), a payment services firm SeaMoney, and a professional Football club (Lion City Sailors). The company generates most of its gross profits from its digital entertainment segment (Garena), but nearly equal sales from both. Shopee is also quickly growing and is the most popular e-commerce marketplace in Southeast Asia by visits per month.I believe Shopee is likely a more considerable opportunity than its digital entertainment segment since that region's e-commerce market is increasing. Indeed, SE has had solid sales and gross profit growth over recent years without sacrificing margins. That said, it has seen significant debt growth to fuel its aggressive expansion. See below:Despite a considerable stock price decline last year, Sea's sales and gross profits have continued to grow as the company expanded its Shopee segment. The firm is still largely dependent on one game, Free Fire, and sales of that game are slowing. Free Fire was banned in India last year along with many other Chinese-associated apps, likely stemming from increased tensions between India and China. This points to the general risk among Asian technology stocks of being brought into geopolitical regulatory tensions. It seems unlikely that western countries will follow this pattern, but the effort to ban TikTok in the US may indicate this possibility. At any rate, it appears Sea would be wise to focus more extensible on Shopee; fortunately, the company has expanded that platform quite rapidly over the past year.Of course, rapid growth has caused Sea's losses to expand toward a staggering ~$500M per quarter (or $2B per year). These losses are almost entirely due to operating costs. While the firm's operating costs-to-sales ratio is falling, it will need to decline more quickly for Sea to become profitable. See below:Generally, a company with stellar growth but no income may not be of value if its liquidity deteriorates too quickly. There is significant competition within the Southeast Asian e-commerce space, so it is sensible that Sea is operating at a loss to try to take market share. The company does have a substantial cash and working capital position, mainly due to share sales during its massive market-capitalization boom, but it only equates to ~ two years of losses. See below:Sea's liquidity position is strong, allowing the company to operate at a loss for a year and possibly much more if its burn rate falls. The company has lost money so quickly that it is not guaranteed to break even soon enough, but if it continues to grow revenue while keeping operating costs in check, it may manage the feat. At this point, I believe Sea may become profitable quickly enough that it does not need to pursue dilutive financing. The company's business is undoubtedly not stabilized but appears viable and may become very profitable if it secures a more prominent dominant E-commerce position.What is Sea Ltd Worth?In my view, it appears likely that Sea's digital entertainment business will fade unless it can create a stronger alternative game to Free Fire. However, its payments and retail e-commerce brand will likely continue to experience strong growth and eventual profitability. That said, investors should not assume that SE is worth buying simply because it is viable. The stock is up around 70% from its November low and is valued at nearly $40B - a very high measure to live up to.The analyst consensus points toward Sea obtaining annual sales of ~$30B by 2029, just under 3X TTM levels. That is a sensible projection given its historical growth pace and the expansion of the E-commerce segment. If its gross margins remain, around 39% (stabilized) and operating costs-to-sales fall to 30% (from ~55%). Its projected operating margin would be about 9%, giving it a hypothetical operating income of approximately $2.7B. Most likely, that would translate to a net income of about $1.75B.Over time, most stable companies have a \"P/E\" of around 15X; however, due to the time value of money over a 6-7 year period, that ratio is about 30% lower (using a 4% discount rate) on today's terms or ~11.5X. Since I am using a long-term projected income, its value must be discounted to reflect lost \"risk-free\" income from Treasury bonds. Of course, Sea may see a rise in cash during this period from operating income. Still, I generally expect its overall cash (from operations) change to be near zero by then, as it may lose more for two-to-three years before turning positive. Thus, I believe SE is worth around $20B today, or roughly 11.5X target \"PE\" valuation times the projected annual income of ~$1.75B.The Bottom LineThis valuation target equates to a target share price of around $37, or nearly half its current price. Interestingly, the stock fell to about that value in November before rising. After its crash, there was significant short interest against the stock, so its ongoing rally may ultimately be tied to a short squeeze or dip-buying activity.Overall, I believe SE is potentially overvalued today, but I am not particularly bearish on the stock, nor would I bet against it. While it is true that my price target is well below its current price, a more substantial rise in revenue or improvement in operating cost overhead could bring the firm's income high enough to justify its current price. Long-term valuations are very sensitive to changes in assumptions. I believe my assumptions represent a fair \"base case\" scenario, but SE could easily be worth half as much, or twice as more, as my valuation suggests based on a change in assumptions. Thus, I believe SE is trading at the high end of its fair valuation today; so it is not \"overvalued\" but at risk of becoming overvalued if it rises much further.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952413290,"gmtCreate":1674871283411,"gmtModify":1676538963976,"author":{"id":"4087986020499840","authorId":"4087986020499840","name":"BerryNat","avatar":"https://static.tigerbbs.com/27333e490249edd9b1054f0311c8584c","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Scary..&nbsp;","listText":"Scary..&nbsp;","text":"Scary..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952413290","repostId":"1137563886","repostType":4,"repost":{"id":"1137563886","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674861088,"share":"https://www.laohu8.com/m/news/1137563886?lang=&edition=full","pubTime":"2023-01-28 07:11","market":"us","language":"en","title":"EV Maker Lucid Surges 43% on Report Saudi PIF to Buy Remaining Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1137563886","media":"Reuters","summary":"Jan 27 (Reuters) - Lucid Group's shares surged 43% on Friday, paring gains after doubling on market ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3fdc138e385e781bd2be65e768c6506\" tg-width=\"1024\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/>Jan 27 (Reuters) - Lucid Group&#39;s shares surged 43% on Friday, paring gains after doubling on market speculation that Saudi Arabia&#39;s Public Investment Fund (PIF) wanted to buy out the electric vehicle maker.</p><p>The speculation originated from an &#34;uncooked&#34; alert attributed to deals website Betaville, using its term for market gossip. Lucid was the sixth-most traded stock on U.S. exchanges and third top mover on the Nasdaq mid-afternoon.</p><p>The PIF, the sovereign wealth fund that owns more than 65% of Newark, California-based Lucid, did not immediately respond to a request for comment. Lucid declined to comment.</p><p>In 2018, PIF was interested in taking Tesla private, but the deal did not materialize. Tesla chief Elon Musk is under trial for allegedly misleading investors with his tweet &#34;funding secured&#34; for taking the company private.</p><p>Lucid has been struggling to deliver its sleek Air luxury EVs after delivering 4,369 vehicles last year.</p><p>WithTesla&#39;s price cuts, money-losing U.S. startups like Rivian Automotive Inc(RIVN.O)and Lucid will find it difficult to grab share in an industry competing for shrinking consumer wallets.</p><p>Lucid&#39;s short interest as a percentage of its total float is around 37% versus only 3.5% for Tesla. Still, in dollar amounts, Lucid&#39;s short interest totals $1.6 billion, versus $15.01 billion of Musk&#39;s car maker.</p><p>Short sellers dealt a mark-to-market loss of $685 million with Lucid&#39;s shares spike on Friday, analytics firm S3 Partners added. Losses, however, only materialize if short sellers close out their positions.</p><p>&#34;With Lucid short sellers&#39; mark-to-market losses climbing, we should expect short covering to begin in earnest after today&#39;s short-side blood bath,&#34; said Ihor Dusaniwsky, managing director of S3, adding it has become a popular trading position.</p><p>One long-short fund manager who had no previous exposure to Lucid said it decided to short it as this person believes the spike was solely based on rumors.</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>EV Maker Lucid Surges 43% on Report Saudi PIF to Buy Remaining Stake</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\">\nEV Maker Lucid Surges 43% on Report Saudi PIF to Buy Remaining Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-28 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3fdc138e385e781bd2be65e768c6506\" tg-width=\"1024\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/>Jan 27 (Reuters) - Lucid Group&#39;s shares surged 43% on Friday, paring gains after doubling on market speculation that Saudi Arabia&#39;s Public Investment Fund (PIF) wanted to buy out the electric vehicle maker.</p><p>The speculation originated from an &#34;uncooked&#34; alert attributed to deals website Betaville, using its term for market gossip. Lucid was the sixth-most traded stock on U.S. exchanges and third top mover on the Nasdaq mid-afternoon.</p><p>The PIF, the sovereign wealth fund that owns more than 65% of Newark, California-based Lucid, did not immediately respond to a request for comment. Lucid declined to comment.</p><p>In 2018, PIF was interested in taking Tesla private, but the deal did not materialize. Tesla chief Elon Musk is under trial for allegedly misleading investors with his tweet &#34;funding secured&#34; for taking the company private.</p><p>Lucid has been struggling to deliver its sleek Air luxury EVs after delivering 4,369 vehicles last year.</p><p>WithTesla&#39;s price cuts, money-losing U.S. startups like Rivian Automotive Inc(RIVN.O)and Lucid will find it difficult to grab share in an industry competing for shrinking consumer wallets.</p><p>Lucid&#39;s short interest as a percentage of its total float is around 37% versus only 3.5% for Tesla. Still, in dollar amounts, Lucid&#39;s short interest totals $1.6 billion, versus $15.01 billion of Musk&#39;s car maker.</p><p>Short sellers dealt a mark-to-market loss of $685 million with Lucid&#39;s shares spike on Friday, analytics firm S3 Partners added. Losses, however, only materialize if short sellers close out their positions.</p><p>&#34;With Lucid short sellers&#39; mark-to-market losses climbing, we should expect short covering to begin in earnest after today&#39;s short-side blood bath,&#34; said Ihor Dusaniwsky, managing director of S3, adding it has become a popular trading position.</p><p>One long-short fund manager who had no previous exposure to Lucid said it decided to short it as this person believes the spike was solely based on rumors.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137563886","content_text":"Jan 27 (Reuters) - Lucid Group's shares surged 43% on Friday, paring gains after doubling on market speculation that Saudi Arabia's Public Investment Fund (PIF) wanted to buy out the electric vehicle maker.The speculation originated from an \"uncooked\" alert attributed to deals website Betaville, using its term for market gossip. Lucid was the sixth-most traded stock on U.S. exchanges and third top mover on the Nasdaq mid-afternoon.The PIF, the sovereign wealth fund that owns more than 65% of Newark, California-based Lucid, did not immediately respond to a request for comment. Lucid declined to comment.In 2018, PIF was interested in taking Tesla private, but the deal did not materialize. Tesla chief Elon Musk is under trial for allegedly misleading investors with his tweet \"funding secured\" for taking the company private.Lucid has been struggling to deliver its sleek Air luxury EVs after delivering 4,369 vehicles last year.WithTesla's price cuts, money-losing U.S. startups like Rivian Automotive Inc(RIVN.O)and Lucid will find it difficult to grab share in an industry competing for shrinking consumer wallets.Lucid's short interest as a percentage of its total float is around 37% versus only 3.5% for Tesla. Still, in dollar amounts, Lucid's short interest totals $1.6 billion, versus $15.01 billion of Musk's car maker.Short sellers dealt a mark-to-market loss of $685 million with Lucid's shares spike on Friday, analytics firm S3 Partners added. Losses, however, only materialize if short sellers close out their positions.\"With Lucid short sellers' mark-to-market losses climbing, we should expect short covering to begin in earnest after today's short-side blood bath,\" said Ihor Dusaniwsky, managing director of S3, adding it has become a popular trading position.One long-short fund manager who had no previous exposure to Lucid said it decided to short it as this person believes the spike was solely based on rumors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}